Benjamin Bremen is a CFP® professional with 13 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Strategic Wealth Partners, and RMB Capital Management. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a broad client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Benjamin Bluman is a CFP® with two years of industry experience, currently serving as a financial advisor at Corient since 2026. Prior to joining Corient, he worked at Vivaldi Capital Management LP for four years and spent eight years in full-time education. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and utilizes risk management tools and stress testing to align portfolios with client objectives.

Sam Schwartz is a CFP® professional based in Highland Park, IL, with nine years of industry experience. He currently works at Farther and has previously been with Anchor Pointe Wealth Management, AssetMark Financial, and State Street Bank. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform alongside in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios and algorithmic rebalancing, with investments in ETFs, mutual funds, equities, and fixed income, supported by AI tools and advisor judgment.

Ryan Daliege is a financial advisor at Goldman Sachs Wealth Services with 15 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following an 11-year tenure at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers to deliver tailored wealth management solutions.

Jonathan Doyle is a financial advisor with RBC Rochdale, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been associated with Rim Securities LLC and Rochdale Investment Management LLC since 2010. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process combining quantitative and fundamental analysis, utilizing proprietary tools and working with third-party sub-advisors to deliver tailored portfolio management and sub-advisory services.

Emily Guglielmo is a financial advisor at William Blair with eight years of industry experience. She holds a Series 66 designation and previously worked at Fidelity Brokerage Services LLC. She also has a background in academia from Butler University. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Jesse Stumpf is a CFA® charterholder with 15 years of industry experience. He is currently with Focus Partners Wealth, LLC and has held roles at Kovitz Investment Group Partners, LLC and Kovitz Securities, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Thomas Unger is a Series 66-licensed financial advisor with Rockefeller Financial LLC in Chicago, IL, with 15 years of industry experience. He previously worked at UBS Financial Services from 2010 to 2021 before joining Rockefeller Financial in 2021. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, operating uniquely as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking, organized around a Private Advisor model and a consolidated investment platform.

Scott Kriegshaber is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He has been with Citigroup Global Markets since 2007 and holds Series 63 and Series 65 licenses. Citigroup Global Markets serves individual and institutional clients across various segments, including workplace, high-net-worth, and ultra-high-net-worth clients. The firm offers a broad range of investment advisory programs and broker-dealer services, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Leonardo Gomez is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Ameriprise Financial Services, J.P. Morgan, Merrill, and The Prudential Insurance Company of America. He is based in Chicago, IL. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture model combining third-party sub-managers and proprietary strategies, offering multiple wrap-fee programs primarily through the Envestnet MAS platform.

Colleen Lopez is a CFP® professional at Corient with seven years of industry experience. She has worked at Fiducient Advisors LLC and Capstone Financial Advisors before joining Corient in 2026. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party manager solutions and employs risk management tools and continuous portfolio monitoring.

Alexander Benassi is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he is a part-owner of a mixed martial arts training facility in Evanston, Illinois. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program, utilizing a mix of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Mason Petrie is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds the Series 65 designation and has previously worked at Buckingham Strategic Wealth, LLC, RE/MAX Integrity, and Eagle Publications, Inc. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining various active and passive strategies.

Michelle Mccabe is a financial advisor with Rockefeller Financial LLC and holds Series 63 and Series 66 credentials. She has 19 years of industry experience, including five years at Merrill and seven years at Rockefeller Financial before continuing with the firm in its current form since 2026. Outside of her advisory role, she manages a rental property jointly owned with her spouse. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, while operating as a registered broker-dealer with a broad range of investment and advisory capabilities organized around a Private Advisor model and a consolidated investment platform.

Alexander Von Ribbeck Schon is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and five years of industry experience. Prior to his current role, he worked at Merrill Lynch and SS04 Simmsallskap and attended Lake Forest College. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm’s advisory teams use a range of strategic allocation models and investment tools, leveraging the broader Goldman Sachs ecosystem to provide a variety of tailored financial solutions.

Charlene Morris is a financial advisor at CIBC Private Wealth Advisors, Inc. with eight years of industry experience. She holds a Series 65 designation and has worked previously at Geneva Advisors, LLC before joining AT Investment Advisers Inc. Outside of her advising role, she is involved in sales of ladies' accessories, including handbags and hats. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies, offering portfolio management, financial planning, and specialized Family Office services. The firm’s investment approach integrates an internal investment team with governance committees to create customized portfolios using proprietary and external strategies, distinguishing itself by higher assets under management per advisor and extensive work with investment company clients.

Erin Sheahan is a financial advisor at Mesirow Financial Investment Management, Inc. She holds a Series 66 designation and recently began her career in the industry. Prior to joining Mesirow, she held roles in education and hospitality. Mesirow Financial Investment Management, Inc. offers investment management and financial planning services to private individuals, institutional clients, and government entities. The firm uses both proprietary and third-party products, applying quantitative and qualitative due diligence to construct diversified portfolios across various asset classes.

Stephanie Link is a financial advisor at Hightower Advisors in Chicago, IL, with six years at the firm and a total of seven years in the industry. She holds Series 63 and Series 65 credentials. Prior to joining Hightower, she worked at TIAA CREF/Nuveen for four years. Hightower Advisors offers investment advisory and planning services to a diverse client base including individual investors, pension and profit-sharing plans, charitable organizations, corporations, and institutional clients. The firm’s approach emphasizes multi-manager solutions, proprietary research, and a range of portfolio management options including mutual funds, ETFs, alternative investments, and custom indexing.

Elizabeth Bort is a financial advisor with Bankers Life Advisory Services, Inc. in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has worked at Bankers Life Advisory Services and Bankers Life Securities since 2017 and previously served at BMO Harris Financial Advisors from 2013 to 2017. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, non-discretionary investment consulting, and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across various securities with a focus on client goals and risk tolerances.

Carlos Cruz is a financial advisor at Rockefeller Financial LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Riverpoint Wealth Management Holding Co., LPL Financial, and Backstop Solutions Group LLC. Cruz is based in Chicago, IL. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers portfolio management, financial planning, and consulting through a Private Advisor model and an integrated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.