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.

Conor Eagan is a CFP® with four years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC in Chicago, IL. He has been with Moneta Group since 2015. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm operates with Partner-led Teams supported by centralized research and investment guidance, emphasizing diversified, multi-asset allocations and ongoing monitoring.

Mark Frommer is a financial advisor at Oppenheimer with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2019. His prior experience includes roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association from 2010 to 2019. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services with an emphasis on strategic asset allocation, manager selection, and a mix of discretionary and non-discretionary investment management programs.

Ruben Zapata Jr. is a financial advisor with Fifth Third Securities, Inc. in Melrose Park, IL, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2009. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, offering multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Kimberly Dubord is a financial advisor at Cresset Asset Management, LLC in Chicago, IL, with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cresset since 2017, following four years at J.P. Morgan Securities. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm uses a diversified, asset-allocation-driven approach combining active and passive strategies and employs a structured due-diligence program for manager selection and monitoring.

Mary Goesel is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. in Chicago, IL. Her prior work includes roles at Charles Schwab, Facet Wealth, TIAA-CREF, Bank of America, and Merrill. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, focusing on client-directed investment decisions without exercising discretionary trading authority.

Brandon Hoeft is a financial advisor at Hightower Advisors with one year of industry experience. He holds a Series 65 designation and serves on the advisory board for the School of Business & Entrepreneurship at North Central College, advising on curriculum and industry connections. Before joining Hightower Advisors, he was affiliated with Lewis University and North Central College. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, with specific capabilities in managing cross-border exposures and institutional mandates.

Mary Ubik is a financial advisor at William Blair with 31 years of industry experience. She has been with William Blair & Company, L.L.C. since 2000. Mary holds Series 63 and Series 65 licenses. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension funds, 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.

Jeffrey Condren is a financial advisor at Mesirow Financial Investment Management, Inc. with 16 years of industry experience. He holds the Series 66 designation and has been with Mesirow Financial since 2015. Outside of his advisory work, he serves as a board member for the Ravinia Music Festival and as secretary for the Phi Kappa Psi Chicagoland Alumni Association, contributing to both organizations through meeting participation and volunteer efforts. Mesirow Financial Investment Management’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to private individuals, institutional clients, and government entities. The firm employs both proprietary and third-party investment strategies, focusing on diversified portfolios that include mutual funds, equities, fixed income, ETFs, and alternative investments.

Isabella Klinowski is a Series 66-licensed financial advisor at Creative Planning with two years of industry experience. She previously worked at J.P. Morgan Securities and JPMorgan Chase Bank in various roles. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by private market investments and tax-efficient management.

Roger Suchy is a financial advisor with Fifth Third Securities, Inc. in Rosemont, IL, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. His prior roles include positions at Associated Investment Services, Inc. and Investment Professionals, Inc. before joining Fifth Third Securities and Fifth Third Bank in 2020. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, and is notable for its municipal-advisor registration alongside its affiliation with Fifth Third Bank.

Peter Crowell is a CFP® professional with five years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at Kovitz Investment Group Partners, Kovitz Securities, and Northern Trust. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, 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 across various investment vehicles.

Stephanie Jamison is a financial advisor at Valic Financial Advisors with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Valic Financial Advisors since 2014. She also serves as an agent for non-securities insurance products through Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, offering discretionary managed-account programs, financial planning, and brokerage services.