Gordon Scott is a CFA® charterholder and holds a Series 66 license with 26 years of industry experience. He has worked at CIBC Private Wealth Advisors, Inc. since 2017 and was previously with Geneva Advisors, LLC from 2014 to 2017. He is based in Chicago, IL. 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 utilizes an investment process involving internal teams and governance committees to construct customized portfolios and managed account programs, distinguished by its relatively high assets under management per advisor and its work with investment company clients.

Jack Hansen is a Series 65-licensed financial advisor at Mariner with three years of industry experience. He has worked at Mariner Wealth Advisors since 2018. Prior to his advisory career, he held roles at Afton House Inn and Finish Line. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, providing investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, and offers integrated tax, accounting, and family office capabilities not commonly found at large advisory firms.

Sebastian Galindo Sosa is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior experience includes roles at The Vanguard Group and Wells Fargo. He holds Series 63 and 66 licenses and is based in Chicago, IL. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on standard asset-allocation models and internal research tools, with recommendations tailored annually to each client’s goals and risk tolerance.

Erica Bunnell is a CFP® professional with seven years of experience in financial advising. She has worked at Cerity Partners LLC since 2019 and previously spent five years at HPM Partners LLC. Based in Chicago, IL, she currently advises clients through Cerity Partners. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset allocation, manager selection, and rebalancing techniques using proprietary quantitative screens alongside third-party managers and individual securities.

David Sokolovsky is a CFP®, CFA®, and holds a Series 66 license with 13 years of industry experience. He has worked at Hightower Advisors since 2019 and previously held positions at Zurich North America, Accenture Strategy, and Liberty Mutual Insurance. He is based in Chicago, IL. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s advisory model emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a variety of investment vehicles and strategies including mutual funds, ETFs, alternative investments, and custom indexing.

Ryan Taylor is a financial advisor with Goldman Sachs Wealth Services in Chicago, IL, holding Series 63 and Series 65 designations and five years of industry experience. He has been with Goldman Sachs since 2021 and has prior experience in logistics and other roles. Outside of advising, he makes occasional guest appearances for the Green Bay Packers as an alumni. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm utilizes strategic allocation models and proprietary analytics while offering a broad range of services such as Private Family Office and Specialized Executive Wealth programs.

James Borovsky is a financial advisor at Corient with 27 years of industry experience. He holds a Series 65 designation and has worked at Corient since 2022, with prior experience at Gofen and Glossberg, L.L.C. for 26 years. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, 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 stress testing to align portfolios with client objectives.

Jessica Salemy is a CFA® charterholder currently with Hightower Advisors in Chicago. She has prior experience at Star Mountain Capital, WP Global Partners, Mercer, and Marquette Associates. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach features manager selection and multi-manager solutions, utilizing affiliated and third-party managers alongside proprietary research and customized portfolio construction.

Julie Byrnes is a financial advisor at Rockefeller Financial LLC with 19 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Byrnes is based in Chicago, IL. 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 provides portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Jose Almanza is a financial advisor with Empower Advisory Group in Berwyn, IL, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at GWFS Equities, Inc. since 2021 and previously at MML Distributors, LLC and Massachusetts Mutual Life Insurance Company from 2016 to 2021. Outside of his advisory role, he serves as Chief Operations Officer for Lakeshore Financial Network, a business specializing in tax preparation, and works as a loan originator for ILoan Home Mortgage. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors, their participants, and retail brokerage clients. The firm uses an integrated model linked to Empower’s administrative platforms, offering point-in-time financial plans and managed account solutions focused on long-term portfolio returns and annual rebalancing.

Cameron Nylec is a CFP® professional with two years of industry experience, currently advising at Mariner. His prior roles include positions at JMG Financial Group, Ltd. and Total Clarity Wealth Management, Inc. He also spent four years at the University of Illinois Urbana-Champaign. Mariner serves a diverse client base that includes individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by an Investment Committee and offers integrated tax and accounting services uncommon among large advisory enterprises.

Christopher Sporer is a CFP® professional with 11 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2025. His prior roles include positions at CIBC Private Wealth, Charles Schwab, and TD Ameritrade. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios with multi-factor tilts and a variety of implementation options.

Scott Edmiston is a CFA® charterholder and Series 63 licensee based in Chicago, IL, with one year of industry experience. He has been with Eagle Strategies (NY Life) since 2026 and previously held roles at NYLIFE Securities LLC and New York Life Insurance Company starting in 2024, following 21 years at Aon plc. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs tailored to client objectives and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Taylor Reynolds is a financial advisor with Eagle Strategies (NY Life) based in Downers Grove, IL, holding Series 63 and Series 65 licenses and possessing seven years of industry experience. He has worked with several firms including Avail Financial Partners LLC, Christopher Financial Group, and Noble Capital Group. Outside of his advisory work, Reynolds coaches youth lacrosse for players aged 6 to 14 and serves on the boards of the Chicago Area University of Alabama Alumni Association and the Rotary Club of Downers Grove. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse clientele, including individual and institutional investors. The firm emphasizes tailored advice and offers a range of program types, managing the majority of its assets on a non-discretionary basis within its integrated New York Life structure.

Kenneth Pollard is a CFA® charterholder with 25 years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. since 2012. He holds Series 63 and Series 65 licenses and is based in Chicago, IL. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse clientele, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team with various committees to deliver customized portfolio management and coordinated Family Office services, managing approximately $67.8 billion in assets with 175 advisors.

Steven Gillhaus is a CFA® charterholder with 14 years of industry experience, currently advising at Mariner Wealth Advisors. His prior roles include positions at Savant Wealth Management, Mowery & Schoenfeld Wealth Management, LLC, and BMO Harris Financial Advisors, Inc. Outside of his advisory work, he serves as the elected Treasurer of the Farmington Bath and Tennis Club, a summer tennis and swim club in Chicago. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated tax services. The firm employs discretionary, customized portfolios combining in-house research and third-party managers, with notable integration of tax and accounting services and operational capabilities such as administrative CFO functions and a Financial Wellness Platform.

Jennifer Thurswell is a financial advisor with Schwab Wealth Advisory in Chicago, IL. She holds a Series 65 designation and has industry experience beginning in 2025. Her prior work includes five years at Harrison, LLP, one year at Katten Muchin Rosenman, LLP, and three years at Reed Smith LLP. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm uses Charles Schwab & Co.’s asset-allocation models and internal research tools, with client authorization required for trades.

Cramer Soebbing is a CFP® professional with 11 years of industry experience, currently serving at Mariner Wealth Advisors since 2015. He is an advisory board member of H Foundation, a nonprofit modeled after the Jimmy V Foundation that raises funds for basic science cancer research through charitable events. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and access to various investment vehicles. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, with notable capabilities in tax integration and financial wellness services.

Nelson Summary is a financial advisor at Cerity Partners LLC in Chicago, holding a Series 65 designation with one year of industry experience. Prior to joining Cerity Partners, he worked at GeoWealth for two years and spent ten years at the University of Wisconsin-Madison. Cerity Partners provides customized wealth management services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection, combining proprietary quantitative screens with third-party managers and individual securities, and operates multiple private-markets offerings and affiliated consulting and insurance businesses.

Rawan Elshair is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She has been with Citigroup since 2012 and holds Series 63 and Series 66 designations. Outside of her advisory work, she is involved as an owner and manager of eLZee LLC, a real estate and retail sales business in coordination with her family, and is a member of ZHKICKS LLC, an e-commerce retail company. 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 significant institutional roles including in-house research and futures commission merchant activities.