Thomas Flaig is a CFA® charterholder with 20 years of industry experience. He currently works at Chicago Partners Investment Group LLC and has been with Borthwick Associates since 2000. Chicago Partners Investment Group LLC serves a diverse client base, including individuals, trusts, endowments, and corporations. The firm employs a long-term, diversified investment approach using fundamental analysis and offers services such as portfolio management, financial planning, retirement plan consulting, and family-office reporting.

Gavin Bolanos is affiliated with VestGen Advisors, LLC and holds the Series 66 designation. He has experience spanning several roles since 2015, including positions at VestGen Advisors and Private Client Services, as well as work in educational institutions from 2015 to 2025. VestGen Advisors, LLC is an SEC-registered investment adviser managing approximately $6.66 billion for roughly 22,790 clients through 53 advisors. The firm provides investment management, financial planning, ERISA 3(21) retirement plan services, and uses a combination of fundamental, technical, and quantitative analysis alongside modern portfolio theory to develop client-specific strategies.

David Nelson is a financial advisor with ON Investment Management Company in Lisle, IL, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior roles include positions at The O.N. Equity Sales Company, Ohio National Financial Services, Kestra Financial, Princor Financial Services Corporation, and Principal Life Insurance Company. Outside of advisory work, he volunteers with American Medicare Disability Advocates, a nonprofit assisting individuals on disability with Medicare. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services using a combination of discretionary and non-discretionary strategies, often through third-party programs and dual-registration broker-dealer arrangements.

Brian Monahan is a financial advisor with Northern Trust Securities, Inc. in Chicago, IL, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with Northern Trust Securities since 2016. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that provides discretionary portfolio management to high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven investment solutions through Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs delivered via the Fidelity Managed Account Xchange platform, combining advisory, brokerage, and custody services.

Davis Baker is a financial advisor at HighPoint Planning Partners with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Vanguard Group, Fidelity Investments, and The Ameriflex Group. Baker is also an independent insurance agent. HighPoint Advisor Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides asset management, financial planning, retirement plan advisory, and wrap-fee programs, employing fundamental analysis and multi-asset allocation across various investment vehicles.

Philip Johnston is a financial advisor at The Mather Group, LLC in Chicago, IL, holding CFP® and Series 65 designations with five years of industry experience. Prior to joining The Mather Group in 2022, he worked at ShankerValleau Wealth Advisors and Focus Financial. 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 customizable portfolios and integrates third-party AI tools to support market analysis and client communications under human oversight.

Timothy Feldheim is a financial advisor with IHT Wealth Management LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His career includes roles at Sheridan Road Financial, Independent Financial Partners, and LPL Financial. Outside of his advisory work, he coaches high school football at Loyola Academy. IHT Wealth Management serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools in diversified model portfolios, and offers discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Charles Mccormick is a financial advisor at Hilltop Securities Inc. holding Series 66 and Series 63 licenses with one year of industry experience. Prior to his current role, he worked at Hilltop Securities Asset Management and Broski Fence and has sixteen years of experience in primary and secondary education. Hilltop Securities serves a diverse client base, including individual high-net-worth and institutional clients, offering investment advisory and broker-dealer services through an open-architecture platform that integrates third-party managers and firm-sponsored strategies. The firm combines custody, banking, and market-making capabilities, providing comprehensive financial solutions including municipal bond strategies and specialty programs.

Tony Kozaili is a financial advisor at JMG Financial Group Ltd with seven years of industry experience. He holds a Series 65 designation and previously worked at KPMG LLP for seven years before joining JMG Financial Group. JMG Financial Group serves individuals, trusts, retirement plans, business entities, and charitable organizations with comprehensive wealth and portfolio management, tax consulting, and private investment fund advisory services. The firm follows a planning-based, long-term investment approach emphasizing strategic asset allocation and employs a variety of investment vehicles, including ETFs, mutual funds, equities, fixed income, and alternative investments.

Neil Peplinski is a financial advisor at Kingsview Wealth Management, LLC, holding a Series 65 designation with 20 years of industry experience. He has worked at Kingsview Partners LLC and Kingsview Wealth Management LLC since 2021, and previously spent 14 years at Cedar Capital Advisors, LLC and Good Harbor Financial, Inc. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment instruments and access to alternative investments through various platforms.

Connie Johnson is a CFA® charterholder with two years of industry experience. She is currently with Bartlett & Co. Wealth Management LLC and previously worked at The Colony Group, Kabouter Management LLC, Aon, and NWQ Investment Management/Nuveen. Bartlett & Co. Wealth Management serves high-net-worth individuals and families, foundations, endowments, and institutional clients with discretionary wealth and portfolio management, financial planning, and consulting. The firm employs an active, client-specific investment approach emphasizing diversification and relative-value fixed income strategies, and is affiliated with the Focus Financial Partners network.

Nicholas Armbrust is a financial advisor with OnePoint BFG Wealth Partners in Lombard, IL, holding Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions with Northwestern Mutual Wealth Management Company and UBS Maltby Ludington Nelson Group. OnePoint BFG provides customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm implements client-specific portfolios using a combination of third-party managers, proprietary models, and custodian platforms, supported by technology and operational outsourcing.

Peter Steigerwald is a financial advisor at Chicago Partners Investment Group LLC with two years of industry experience. He holds a Series 65 designation and has prior work experience at Eddie Bauer, the Office of State Planning and Budgeting for the State of Colorado, and the University of Notre Dame. Chicago Partners Investment Group LLC advises a diverse client base, including individuals, trusts, nonprofits, endowments, and corporations, offering portfolio management, financial planning, retirement services, and family-office reporting. The firm employs a long-term, diversified investment approach and sponsors affiliated pooled investment vehicles, serving both private fund clients and insurance companies.

Judith Rossetti is a CFA® charterholder with one year of industry experience. She currently works at Forum Financial Management, LP and has previous experience at Macquarie Group and AMP Capital. She had a one-year career break prior to joining her current firm. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and other institutional clients. The firm offers model asset-allocation portfolios based on Modern Portfolio Theory and supports independent advisors through its Forum Advisor Alliance division.

Jennifer Des Groseilliers is a financial advisor at The Mather Group, LLC with 24 years of industry experience. She holds a Series 66 designation and has previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MSI Financial Services. She is also a non-practicing attorney and provides consulting services to financial advisors and their teams on business practices. 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 tools to support market data analysis and client communications.

Sara Salvino is a Series 65-credentialed advisor with one year of industry experience. She is currently with Performance Wealth, where she has worked since 2023, and previously worked at UBS Financial Services. Salvino has an academic background including roles at Vanderbilt University and The University of Chicago. Performance Wealth serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, providing discretionary and non-discretionary investment management along with comprehensive wealth management and financial planning. The firm manages over $4 billion in client assets and employs a primarily long-term, portfolio-focused investment approach using diversified allocations across mutual funds, ETFs, individual securities, and alternative investments.

Craig McWilliams is an investment advisor representative at FourStar Wealth Advisors, LLC with 14 years of industry experience. He has worked at firms including Profor Securities, HLD Hedge Funds, and Great Point Capital. FourStar Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a combination of fundamental and technical analysis to allocate assets across various securities and independent managers, tailoring portfolios to client risk tolerance and time horizon.

Tyler Cook is a financial advisor at SpiderRock Advisors, LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at BlackRock Investments, LLC and several positions during his time at the University of Colorado - Boulder. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to a range of institutional and individual clients. The firm employs systematic, technical, and rules-based processes combined with quantitative and fundamental analysis to implement option-based hedges and overlays using proprietary software and real-time risk monitoring.

Michele Francisco is a CFP® professional with 18 years of industry experience, currently serving at Curi Capital, LLC. She has been with RMB Capital Management, LLC since 2010. Based in Chicago, IL, she holds Series 63 and Series 65 licenses. Curi Capital serves a diverse client base including individuals, families, institutions, and retirement plan sponsors, offering services such as Wealth Management, Asset Management, and Family Office Services. The firm employs a long-term, fundamental investment approach combining in-house strategies and external managers, managing approximately $9.83 billion across various investment vehicles.

Megan Mccarthy is a CFP® with four years of industry experience. She has been with The Mather Group, LLC since 2017, with a brief tenure at Franklin Wealth Advisors in 2017-2018. Megan is based in Chicago, IL. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax, estate planning, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and incorporates third-party AI and machine-learning tools under human oversight.