Natalya Christy is a CFP® professional at The Mather Group, LLC with five years of industry experience. She has been with The Mather Group since 2017 and previously held roles at the University of Illinois at Urbana-Champaign in the Department of Economics. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by combining financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach featuring risk-based allocation models and customized portfolio strategies, supported by AI and machine-learning tools alongside human oversight.

Alexander Du Four is a financial advisor with The Mather Group, LLC in Chicago, IL. He holds a Series 65 designation and began his advisor career in 2026. Prior to joining The Mather Group, he worked with the Cleveland Cavaliers and has experience in educational and community settings including the University of Dayton, Benet Academy, and Notre Dame Parish. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customized strategies and incorporates AI and machine-learning tools under human oversight in its portfolio and client communications management.

Daxton Debrow is a financial advisor at The Mather Group, LLC in Chicago, IL, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Casa Pernoi and Michigan State University. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and integrates AI tools alongside human oversight in its processes.

Christopher Snyder is a financial advisor at The Mather Group, LLC with 20 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for 16 years at Pillar Wealth Management, LLC. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing combined financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and integrates technology such as AI and machine learning to support portfolio construction and client communications.

Cody Dunifon is a CFP® with six years of industry experience, currently advising at The Mather Group, LLC since 2020. Prior to joining The Mather Group, he worked at Altair Advisors for four years. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach featuring risk-based allocation models and tax-synchronized portfolio construction, with options for customization such as direct indexing and ESG portfolios.

Christopher Nickoloff is a financial advisor at The Mather Group, LLC with 14 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Peterson Tool Company, Safe-T-Cover, Independent Financial Partners, LPL Financial, Colony Park Financial Services LLC, and Merrill. The Mather Group primarily serves high-net-worth individuals, family offices, and corporate clients, providing financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and integrates AI and machine-learning tools alongside human oversight.

Patrick Simoncic is a financial advisor at The Mather Group, LLC with two years of industry experience. He holds a Series 65 designation and has worked at The Mather Group since 2023. His prior work history includes roles outside the financial sector, including a position at Old Warson Country Club and running Sugos Spaghetteria. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering comprehensive financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and customization options, integrating AI and machine-learning tools under human oversight.

Ryan Quinn is a CFP® professional with three years of industry experience, currently serving as a financial advisor at The Mather Group, LLC in Chicago, IL. He has been with The Mather Group since 2020. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering financial planning, investment management, tax and estate planning guidance, and family office services. The firm follows an evidence-based investment approach with customized risk-based allocation models and incorporates AI and machine-learning tools alongside human oversight.

Ying Huang is a CFP® professional with 13 years of industry experience, currently advising at The Mather Group, LLC since 2021. Prior to this, she spent two years at Treybourne Wealth Planners and eight years at Private Vista, LLC (formerly Financial Strategy Network, LLC). The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with diversified risk-based allocation models and offers customized portfolio solutions including ESG factor portfolios and concentrated stock management.

Ailun Shen is a CFP® with four years of industry experience, currently serving as a financial advisor at The Mather Group, LLC since 2026. Prior to this, Shen worked at Mediqus Asset Advisors and Ausdal Financial Partners, INC. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing combined financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customized portfolio options and integrates AI and machine-learning tools alongside human oversight in its processes.

Brian Lane is a CFP® with 10 years of experience in the financial advisory industry. He currently works at The Mather Group, LLC and previously held roles at Morgan Stanley and JP Morgan. Outside of his advisory work, he is engaged as a contractor for Uber in the automotive and transportation sector. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing integrated financial planning, investment management, tax and estate planning, and family office services. The firm uses an evidence-based investment approach with customizable strategies and incorporates AI tools for market data and client communications while maintaining human oversight.

George Mccuen is a CFP® with 29 years of industry experience, currently serving at The Mather Group, LLC. He has previously worked at Nwm Fund Group, LLC and Napa Wealth Management, Incorporated. Outside of financial advising, he is an owner and member of Bulldog Vineyards, LLC, a vineyard engaged in grape and wine sales in Napa, California. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and offers customized portfolio options including ESG factors and liability-matching bond ladders.

Courtney Fuller is a financial advisor at The Mather Group, LLC with 11 years of industry experience. She previously worked at Ameriprise and Ameriprise Financial Services, Inc. From her outside activities, she serves on the Board of Directors of Fuller Tome. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm utilizes an evidence-based investment approach with customizable portfolio options and incorporates AI and machine-learning tools alongside human oversight.

Samuel Mercer is a financial advisor at The Mather Group, LLC in Chicago, IL, holding a Series 65 license with one year of industry experience. His prior work includes roles outside the financial sector, such as positions in culinary services and grounds management. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customizable strategies, including direct indexing and ESG portfolios, and integrates AI tools with human oversight in its processes.

Lucas Veldhuis is a CFP® with seven years of industry experience, currently serving at The Mather Group, LLC. His prior experience includes roles at Linscomb & Williams, Pathstone, and Cornerstone Advisors, Inc. Before entering financial services, he worked at the Alaska Conservation Foundation for three years. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm uses an evidence-based investment approach with multiple risk-based models and customization options such as direct indexing and ESG portfolios.

Elisa Fierro is a CFP® with eight years of industry experience, currently serving as a financial advisor at The Mather Group, LLC since 2020. Prior to joining The Mather Group, she worked at Ellevest and Manske Wealth Management. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, and corporations, offering comprehensive financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and integrates AI and machine-learning tools to support market data analysis and client communications.

Sean Brown is a CFP® professional with eight years of experience at The Mather Group, LLC and a total of five years in the financial services industry. He previously worked at Indiana University for four years. Based in Chicago, IL, Brown is affiliated exclusively with The Mather Group. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach using risk-based allocation models and tax-synchronized portfolio construction, along with custom strategies such as direct indexing and ESG portfolios.

Timothy Knotts is a CFP® professional with 14 years of industry experience. He has been associated with The Hogan-Knotts Financial Group, Inc. since 1989 and joined The Mather Group, LLC in 2026. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by offering financial planning, investment management, tax and estate planning guidance, and family office services. The firm uses an evidence-based investment approach with tax-synchronized portfolio construction and provides customized solutions including direct indexing and ESG factor portfolios.

Jayson Jaquess is a CFP® with five years of industry experience, currently with The Mather Group, LLC. He has previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. before joining The Mather Group. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering comprehensive financial planning, investment management, tax and estate planning guidance, and family office services. The firm uses an evidence-based investment approach with customizable portfolio options and integrates AI and machine-learning tools alongside human oversight.

Ann Garcia is a CFP® and Series 65-registered advisor with 16 years of industry experience. She currently works at The Mather Group, LLC and has spent the past 10 years with Independent Progressive Advisors LLC. Outside of her advisory role, she is the owner of "HOW TO PAY FOR COLLEGE," a website, book, and masterclass offering advice on affording college. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and incorporates AI and machine-learning tools alongside human oversight.