Jason Spears is a ChFC®-designated financial advisor with 14 years of industry experience, currently with Eagle Strategies (NY Life) since 2018. He has prior experience at NYLife Securities LLC and New York Life Insurance Company dating back to 2012. Outside of his advisory work, Spears is involved in logistics through Sphere Global Logistics, LLC and participates in real estate investment and rehabilitation via Spears & Co., LLC. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of programs tailored to client objectives and emphasizes non-discretionary asset management within a large affiliated network.

Scott Vogg is a CFA® charterholder and holds a Series 65 license with 25 years of industry experience. He has been with Stein Roe Investment Counsel, Inc. since 2008. He is based in Chicago, IL, and is affiliated with CIBC Private Wealth Advisors, Inc. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm uses a combination of internal investment teams and external managers to create customized portfolio solutions and offers access to options strategies and coordinated Family Office services for complex needs.

Tessa Yeager is a Series 65-licensed advisor at Corient with experience beginning in 2023. Her prior work includes roles at Blended, Target, CI BDF Private Wealth, and HH Financial Planning. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach incorporating both in-house strategies and third-party manager solutions, with continuous portfolio monitoring and risk management.

Aoifinn Devitt is a CFP® with four years of industry experience currently serving at Moneta Group Investment Advisors, LLC. Prior to joining Moneta in 2021, he worked at Federated Homes, CHIPABF, and Clontarf Capital. He is also the founder of Fiftyfaces Productions Ltd, a podcast production company focused on sharing diverse perspectives from investment professionals. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients with portfolio management, financial planning, and family office services. The firm uses a Partner-led Team model supported by a centralized Investment Department, emphasizing diversified, multi-asset allocations and ongoing monitoring.

Joseph Nogal is a financial advisor at William Blair with 13 years of industry experience. He has been with William Blair since 2017 and previously worked at Goldman Sachs & Co. from 2012 to 2017. He holds Series 63 and Series 65 licenses. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm uses an active, research-driven approach across multiple asset classes and offers proprietary models and access to private and co-investment opportunities.

Matthew Roma is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, holding Series 63 and Series 65 credentials with 14 years of industry experience. He has worked at CIBC Private Wealth Advisors since 2018 and previously held roles at Cedar Capital, LLC and Foreside Fund Services, LLC. CIBC Private Wealth Advisors provides a wide range of investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a collaborative investment process involving internal teams and committees to deliver customized portfolios and managed account programs, with notable scale and involvement in investment company portfolio management.

Sean Dobbins is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL, with 22 years of industry experience. He has held positions at Atlantic Trust Investment Advisors, Inc., Gnv Advisors, LLC, and Geneva Investment Management of Chicago, LLC prior to joining CIBC in 2017. He holds the Series 63 and Series 65 designations. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team with governance committees to deliver customized portfolio management, utilizing both proprietary and external strategies, and serves notable investment company clients.

Annie Zhang is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has been with Citigroup-affiliated firms since 2007, including CitiBank since 2020. Outside of her advisory role, she owns and manages a business called China Kitchen in Chicago. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs and broker-dealer execution and custody services. The firm uses multi-asset, multi-manager strategies with internal oversight and provides a range of investment options, including separately managed accounts, mutual funds, ETFs, and alternative investments.

Scott Mckeever is a financial advisor with Equity Services, Inc. and Weyers McKeever Financial Partners, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with Equity Services and Weyers McKeever since 2015. Outside of his advisory roles, McKeever is involved in insurance sales, including annuities and fixed annuities, working as an agent for several insurance companies. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and combines long-term investment strategies with options for shorter-term trading, utilizing third-party asset managers and model portfolios.

Frank Carbonara is a financial advisor with Truist Advisory Services in Chicago, IL, holding Series 63 and Series 66 licenses and having 22 years of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Bank, and Wells Fargo Advisors. Outside of his advisory career, he owns and manages a single rental property. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program implemented through discretionary and non-discretionary arrangements supported by third-party platforms and research tools.

Ehidiame Eichie is a CFP® professional with four years of industry experience, currently affiliated with NorthCoast Asset Management LLC. He has previously worked at Focus Partners Wealth, Kovitz Investment Group Partners, Mariner Wealth Advisors, Savant Wealth Management, and Envision Wealth Planning. His background also includes roles in education at the University of Colorado and Rock Canyon High School. NorthCoast Asset Management provides investment advisory services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach with proprietary models and risk management techniques, offering a wide range of portfolio management strategies through separately managed accounts.

Ryan Lestrange is a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL, holding a Series 66 designation and bringing 13 years of industry experience. His previous roles include positions at Brinker Capital, Orion Portfolio Solutions, and SEI Investments Distribution Co. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines in-house and external managers to deliver customized portfolio management and coordinated family office services, managing approximately $67.8 billion in assets with a notably high assets-under-management per advisor ratio.

Sonu Varghese is a financial advisor with CWM, LLC, holding a Series 65 credential and bringing 10 years of industry experience. He has worked at Carson Group Investing and Convex Capital Management LLC, and serves as an adjunct professor of mathematics at Harold Washington College. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios and a combination of analytical tools and sub-advisors.

Mark Sagen is a CFA® charterholder and holds a Series 65 license with 14 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Connectus Wealth, RMB Capital Management, and Calamos Wealth Management. 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 investment approach emphasizing tax- and fee-sensitivity within an enhanced open architecture framework that integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Diego Wanderley is a financial advisor at Hightower Advisors with five years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Fifth Third Securities. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s advisory model emphasizes multi-manager solutions, utilizing both affiliated and third-party managers, and incorporates proprietary research and a variety of investment vehicles.

Matthew Lohr is a CFP® and holds a Series 66 license with six years of industry experience. He is currently a financial advisor at CIBC Private Wealth Advisors, Inc. in Chicago, IL. His prior roles include positions at Morningstar, Inc. and Charles Schwab. CIBC Private Wealth Advisors offers investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal investment teams, relationship managers, and governance committees to provide customized portfolio management, financial planning, and access to specialized strategies including options and structured notes.

Francis Williams is a financial advisor at Oppenheimer with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2010. Outside of his advisory role, he manages intellectual property royalty payments through a private company that licenses patents. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory and execution services, employing diverse investment approaches including strategic and tactical asset allocation alongside manager selection. The firm manages approximately $36.7 billion in assets as of December 31, 2025, with a significant portion managed on a non-discretionary basis.

Sanjeev Joshi is a financial advisor with William Blair in Chicago, holding a Series 66 designation. He has eight years of industry experience, previously working at Brown Advisory and UBS Asset Management. Joshi joined William Blair in 2025. 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 various asset classes and provides clients access to proprietary models, third-party sub-managers, and private investment opportunities.

David Boon is a financial advisor at Oppenheimer in Chicago, IL, with 28 years of industry experience. He has been with Oppenheimer since 2009. Outside of his advisory role, he serves as trustee of the David M. Boon Declaration of Trust. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a variety of advisory programs including portfolio management, consulting, and financial planning. The firm employs a range of investment approaches tailored to different programs and advisors, managing approximately $36.7 billion in assets as of December 31, 2025.

Lydia Lescht is a financial advisor at Rockefeller Financial LLC with 24 years of industry experience. She holds a Series 66 designation and has worked at Rockefeller Capital Management, J.P. Morgan Chase Bank, and J.P. Morgan Securities. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services, operates as a registered broker-dealer, and provides access to alternative investment vehicles through an integrated investment platform.