Eric Berkowitz is a CFP® professional with six years of experience at JMG Financial Group LTD in Downers Grove, IL. He has been with the firm since 2016 in various capacities. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, providing comprehensive wealth and portfolio management along with tax consulting and advisory services on private investment funds. The firm employs a planning-based, long-term investment approach that emphasizes strategic asset allocation and tactical adjustments overseen by an investment committee.

Nirav Batavia is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Forum Financial Management, LP since 2014. He is also the manager of Owl Technologies, LLC, a technology development and licensing company. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients, while also acting as a sub-advisor and turnkey asset management platform for other independent RIAs. The firm uses a Modern Portfolio Theory approach, primarily implementing portfolios with DFA institutional mutual funds and ETFs, and manages approximately $9 billion in assets.

Matthew Tucek is a financial advisor with HighPoint Planning Partners and holds Series 65 and Series 63 licenses. He has one year of industry experience and previously worked at Morgan Stanley, Apple Inc., and Old Second National Bank. Outside of finance, he owns Creme Design Studios LLC, a graphic design business. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, and retirement plan advisory, employing fundamental analysis and a variety of investment vehicles to construct client portfolios.

Michael Bellah is a CFP® with seven years of experience in the financial services industry. He is currently with JMG Financial Group, Ltd. and has previously worked at Cambridge Investment Research Advisors and Northern Trust Company. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities with discretionary investment management, financial advisory, retirement plan consulting, and tax consulting services. The firm manages approximately $6.36 billion in assets and employs a strategic asset allocation approach overseen by an investment committee, utilizing a range of investment vehicles including ETFs, mutual funds, individual equities, and private funds.

Allan Myer is a financial advisor at Curi Capital, LLC with 22 years of industry experience. He holds the Series 65 and Series 66 licenses and has worked at RMB Capital Management for the past 10 years. Additionally, Allan has been involved with MediaWorks Corporate Communications since 1997. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets. The firm serves individuals, employer retirement plans, institutions, mutual funds, private funds, and family offices using a long-term, fundamental investment approach combining proprietary strategies, third-party managers, and private funds.

Cesar Pena is a CFP® professional with 25 years of industry experience, currently serving at Northern Trust Securities, Inc. since 2024. His prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC, among others. Based in Chicago, IL, he holds Series 63 and Series 65 licenses. Northern Trust Securities, Inc. offers discretionary portfolio management through a model-driven wrap fee program, serving high-net-worth individuals, retail investors, and institutional clients. The firm utilizes a mix of proprietary and third-party investment products, with a governance process to oversee model providers and regular account reviews to ensure suitability and performance.

Donald Larsen IV is a CFP® and holds a Series 65 license with 19 years of industry experience. He is currently with Forvis Mazars Wealth Advisors, LLC, having previously worked at BKD Wealth Advisors, LLC for 16 years. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers comprehensive financial planning, discretionary and non-discretionary investment management, and retirement plan consulting, managing approximately $12 billion in assets.

Joseph Zabratanski is a financial advisor at Donaldson Capital Management LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Donaldson Capital Management since 2011. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to both individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to manage income- and growth-oriented portfolios, serving a diverse client base that includes banking institutions, insurance companies, and municipal plan sponsors.

Trevor Isham is a CFP® with 13 years of industry experience. He is currently with Curi Capital, LLC and has been with RMB Capital Management since 2013. Curi Capital serves individuals and families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental investment approach across equity and fixed income strategies, combining in-house management with external managers and proprietary risk analysis tools.

Nicole Campbell is a Certified Financial Planner (CFP®) with 10 years of industry experience. She has worked at Forum Financial Management, LP since 2014, currently serving as an advisor at the firm’s Lombard, Illinois office. Forum Financial Management, LP provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also acts as a sub-advisor and turnkey asset management platform for other independent RIAs, managing portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Bryce Morgan is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Plante Moran Financial Advisors and previously worked at Robert W Baird & Co. He has a background that includes roles at Schmitz Ready Mix Inc., Wisconsin Union, and the University of Wisconsin - Madison. Plante Moran Financial Advisors serves a diverse client base including individual and institutional clients such as high-net-worth individuals, banks, trusts, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, employing a mix of fundamental, technical, and proprietary analyses in portfolio management.

Colin Perry is a financial advisor at Forum Financial Management, LP with one year of industry experience. He holds a Series 65 designation and has prior experience with PR Wealth Management Group and self-employment. Forum Financial Management provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm uses model asset-allocation portfolios based on Modern Portfolio Theory, primarily implementing these models with institutional mutual funds and ETFs, and offers a range of services including portfolio management, financial planning, and back-office support for independent advisors and RIAs.

Jeffrey Pearsall is a CFP® with 26 years of industry experience, currently serving at Curi Capital, LLC. He has been with RMB Capital Management, LLC since 2005. He is also a figurehead director of Encore Inc and JWE Enterprise. Curi Capital serves individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental investment approach and manages approximately $9.83 billion across various account types and strategies.

David Hattas is a financial advisor at The Mather Group, LLC in Chicago, IL. He holds a Series 65 designation and has one year of industry experience. Prior to joining The Mather Group, he worked at Windy City Wire and spent eight years in full-time education. 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 with risk-based allocation models and offers customization options such as direct indexing and ESG factor portfolios.

Joel Schoenmeyer is a financial advisor at Sapient Capital LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Fifth Third, BMO Family Office, BMO Harris Bank, Loeb & Loeb, and Northern Trust. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm employs a primarily long-term investment process combining fundamental and technical analysis to build diversified portfolios while acting as a fiduciary for retirement accounts.

Peggy Nourie is a financial advisor with Centennial Securities Company, Inc. in Chicago, IL, holding Series 63 and Series 66 designations and possessing 42 years of industry experience. She has been with Centennial Securities since 2012. Centennial Securities Company, Inc. offers discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, corporate plans, trusts, foundations, and other entities. The firm’s investment advice is delivered through its representatives, with portfolios tailored using fundamental and technical analysis, strategic asset allocation, and both proprietary and third-party models.

Aaron Ayala is a Series 65-licensed financial advisor with Curi Capital, LLC in Chicago, IL, and has three years of industry experience. He has worked at RMB Capital Management since 2019 and was a student prior to that. Curi Capital serves a diverse client base including individuals, families, institutions, corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm manages approximately $9.83 billion and employs a long-term, fundamental, bottom-up approach to equity investing alongside a fundamental relative-value strategy for fixed income, combining in-house and external managers supported by proprietary risk analysis tools.

Faizan Arby is a financial advisor at Northern Trust Securities, Inc. with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Northern Trust Company, Goldman Sachs & Co. LLC, and Northern Trust Securities, Inc. since 2014. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers discretionary portfolio management through model-driven strategies that include proprietary and third-party products, with services delivered via the Fidelity Managed Account Xchange platform.

Jerome Bellm is a financial advisor with HighPoint Planning Partners in Downers Grove, IL, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has worked with HighPoint Advisor Group dba Midwest Family Wealth Management since 2014 and has been affiliated with LPL Financial since 2011. HighPoint Advisor Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and sponsors a wrap-fee program, utilizing fundamental analysis and a range of investment vehicles across multiple platforms.

Chad Miller is a Series 65-licensed financial advisor with Advisory Services Network in Chicago, IL, where he has worked since 2018. He has seven years of industry experience and also works as a licensed real estate agent with Keller Williams - One Chicago. Prior to joining Advisory Services Network, he was affiliated with @PROPERTIES starting in 2015. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisors. The firm offers portfolio management, financial planning, and investment consulting, managing approximately $8.6 billion in client assets with tailored strategies across various asset classes.