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® with four years of industry experience, currently serving at Focus Partners Wealth, LLC. Prior to joining Focus Partners Wealth, Eichie worked at Kovitz Investment Group Partners LLC, Mariner Wealth Advisors, Savant Wealth Management, and Envision Wealth Planning. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

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 15 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Connectus Wealth, RMB Capital Management, Calamos Wealth Management, and BMO Family Office. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

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 with Oppenheimer in Chicago, IL, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. He has worked at Oppenheimer since 2010, with prior roles at Stifel, Wells Fargo Clearing, and Prudential Equity Group. Outside of his advisory work, he manages a private company licensing intellectual property patents and serves as executor of an estate. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Sanjeev Joshi is a financial advisor at William Blair in Chicago, holding a Series 66 credential with one year of industry experience. He previously worked at Brown Advisory for seven years and UBS Asset Management for five years. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, and institutional clients. The firm pursues active, research-driven management across multiple asset classes and offers proprietary model portfolios and access to private funds through its MB Investments Program.

David Boon is a financial advisor at Oppenheimer with 28 years of industry experience. He has worked at Oppenheimer since 2009 and previously spent six years at UBS Financial Services. He holds Series 63, 65, and 66 licenses and serves as trustee of the David M. Boon Declaration of Trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs and advisory services, including equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management.

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.

James Zika is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and leverages its institutional scale and unique market roles to provide customized solutions.

Mark Frommer is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and totaling 38 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, Merrill, and Lehman Brothers. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of discretionary and non-discretionary advisory programs across equity, balanced, and fixed-income portfolios, with services including asset allocation, manager selection, and comprehensive consulting and retirement planning.

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.