Bryanna Unzueta is a financial advisor at William Blair with a Series 66 credential and two years of industry experience. Her prior work includes roles at DePaul University, Propharma Group, and Rush University Medical Center. 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, utilizing active, research-driven strategies across various asset classes.

Veronica Giess is a financial advisor with Hightower Advisors in Chicago, holding a Series 66 credential and four years of industry experience. Prior to joining Hightower, she worked at Charles Schwab and Charles Schwab Bank. Outside of her advisory role, she works seasonally serving beverages at a tent during the Lollapalooza music festival. Hightower Advisors provides investment advisory and planning services to a range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, utilizing proprietary research and a variety of investment vehicles to support discretionary and non-discretionary portfolio management.

Kevin Babb is a financial advisor at Creative Planning with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Mesirow Financial, LPL Financial, and CIBC Private Wealth Management. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and retirement plan services, supported by a broad advisory team and integrated investment infrastructure.

Brett Greenspan is a CFP® and CFA® charterholder with 13 years of industry experience. He currently works at Cresset Asset Management, LLC, where he has held multiple roles since 2022. His prior experience includes positions at Morningstar Investment Services LLC, Fidelity Brokerage Services, and Morgan Stanley. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and both active and passive strategies across a broad range of asset classes.

John Roethle is a financial advisor at VALIC Financial Advisors with 39 years of industry experience. He holds a Series 63 designation and has been with VALIC Financial Advisors since 2015. Outside of his advisory role, he is also an agent with Agia, involved in non-securities insurance products. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Angel Montano is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2006 and has held roles at Chase Investment Services Corp., Banc One Securities Corporation, and Strong Capital Management Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset-allocation models and research tools to tailor recommendations based on clients’ goals and risk tolerance.

Christopher Kurimay is a financial advisor at Citigroup Global Markets with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at U.S. Bancorp Investments and U.S. Bank. He is based in Chicago, IL. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale operations including in-house research, derivatives services, and bespoke solutions for large client relationships.

Jack Ablin is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Cresset Asset Management, LLC in Chicago, IL. He has been with Cresset since 2018 and previously worked at BMO Harris Bank for 17 years. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets, serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach that combines strategic asset allocation, manager selection, and both active and passive implementation across public equities, fixed income, and various alternatives, including private equity and digital assets.

Asha Goldstein is a CFP® professional based in Chicago, IL, with 19 years of industry experience. She currently works at Corient, joining the firm in 2026 after eight years at Vivaldi Capital Management, LLC, and seven years at Cedar Hill Associates LLC. 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 uses a goals-based, team investment approach that combines proprietary strategies with third-party managers and employs risk management tools and alternative investment options where appropriate.

Lawrence Brottman is a financial advisor at Focus Partners Wealth, LLC with 22 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at The Colony Group, LLC, Connectus Wealth, and Mid-Continent Capital. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach under an enhanced open architecture framework that integrates active and passive strategies, third-party managers, and private funds.

Kevin Jackson is a CFP® professional based in Chicago, IL, with 14 years of industry experience. He has been with HighTower Advisors and HighTower Securities since 2016. HighTower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment strategies.

Jason Spears is a financial advisor with Eagle Strategies (NY Life) based in Chicago, Illinois. He holds the ChFC® and Series 63 designations and has 14 years of industry experience. He has been with Eagle Strategies since 2018 and has concurrently worked with NYLIFE Securities LLC and New York Life Insurance Company since 2016. Outside of his advisory role, he is a member of Sphere Global Logistics, LLC, a company involved in freight transportation, and is engaged in buying and rehabbing distressed homes through Spears & Co., LLC. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable clients. The firm offers various advisory services and emphasizes tailored recommendations, primarily managing assets on a non-discretionary basis and maintaining fiduciary responsibilities particularly in retirement plan consulting.

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.

Peter Lee is a financial advisor at Corient with 20 years of industry experience and holds a Series 66 license. His prior roles include positions at Barclays Capital Inc., Lehman Brothers Inc., and Summit Trail Advisors LLC. He also serves as an advisor to the board of the Solder True Life Foundation. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs risk management tools and continuous portfolio monitoring.

Dimitre Ivanov is a financial advisor at Corient with 24 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Summit Trail Advisors, LPL Financial, Banc West Investment Services, Bank of the West, and UBS Financial Services. 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 corporate entities. The firm utilizes a goals-based, team investment approach that incorporates in-house strategies, third-party managers, and risk management tools to align portfolios with client objectives.

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, holding Series 63 and Series 65 licenses with 23 years of industry experience. His prior roles include positions at Atlantic Trust Investment Advisors, Gnv Advisors, and Geneva Investment Management of Chicago. He has been with CIBC Private Wealth Advisors since 2017. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a comprehensive investment process involving internal teams and committees to offer customized portfolios, combining proprietary and external strategies, with notable involvement in managing assets for investment company clients.