Trevor Isham is a CFP® with 14 years of industry experience, currently serving at Curi Capital, LLC. He has worked at RMB Capital Management since 2013 and previously at Katana Investment Advisors. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm employs a long-term, fundamentally driven investment approach across a range of account types and funds.

Jeffrey Pearsall is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Curi Capital, LLC and previously worked at RMB Capital Management, LLC and UBS Financial Services. He also serves as figurehead director of Encore Inc. and JWE Enterprise. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm uses a long-term, fundamentally driven investment approach across a variety of portfolio solutions, including separately managed accounts, mutual funds, and private funds.

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 in Chicago, holding a Series 65 designation with one year of industry experience. His prior work includes roles 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 long-term investment approach combining fundamental and technical analysis to build diversified portfolios and offers both discretionary and non‑discretionary portfolio management.

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 financial advisor at Curi Capital, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at RMB Capital Management for seven years. Curi Capital provides wealth management, investment management, retirement plan consulting, family office services, and a subscription offering for early-career medical professionals. The firm serves individuals, high-net-worth clients, and institutional clients, employing a long-term, fundamentally driven investment approach across various account types and strategies.

Faizan Arby is a financial advisor at Northern Trust Securities, Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Goldman Sachs & Co. LLC for six years and Northern Trust Company for three years. He is based in Chicago, IL. Northern Trust Securities, Inc. provides discretionary portfolio management through a model-driven approach tailored for high-net-worth individuals, retail investors, and institutional clients. The firm offers a range of managed account solutions, combining advisory, brokerage, and custody services within an integrated platform.

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.

Brendan Feeney is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with two years of industry experience. He holds the Series 66 designation. Outside of his advisory role, he has been involved with IHSA/USA Lacrosse since 2023. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary portfolio management, utilizing a range of asset-allocation models and investment vehicles.

Daniel Matola is a CFA® charterholder and holds a Series 65 license, with 17 years of industry experience. He is currently with Curi Capital, LLC and previously worked at RMB Capital Management LLC for nine years and Jacobus Wealth Management, Inc. for fifteen years. Outside of his advisory role, he serves as President and Treasurer of a family real estate holding company and sits on the board of a beverage distribution company. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm employs a long-term, fundamentally driven investment approach and offers both discretionary and non-discretionary services across a range of strategies and vehicles.

Christopher Rhoades is a financial advisor at Waverly Advisors, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Positive Equity, B&C Enterprises, and various educational institutions. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations, offering a range of investment management, financial planning, and multi-family office services.

Joseph Orsolini is a financial advisor with World Equity Group, Inc. in Schaumburg, IL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with World Equity Group since 2002 and also serves as President and Owner of College Aid Planners, Inc., a firm specializing in college financial aid consulting and tax preparation. Outside of his advisory roles, Orsolini is involved in youth wrestling as an assistant coach and serves as Treasurer and Board Member for Rising Tide Wrestling, a nonprofit supporting economically challenged youth in the sport. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a wide range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm offers managed portfolios through its Adhesion Money Management wrap-fee program, utilizing third-party money managers and risk-tolerance assessments to guide investment strategies.

Seth Wernick is a financial advisor at Curi Capital, LLC with two years of industry experience. He holds a Series 66 designation and has held positions at firms including Morgan Stanley, E*TRADE Securities, and Foreside Fund Services. Prior to his advisory career, he worked for the University of Georgia for nine years. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm employs a long-term, fundamentally driven investment process across various portfolio types and offers both discretionary and non-discretionary services.

Stephen Philip is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, with 18 years of industry experience. He has been with Zacks Investment Management since 2016. Outside of his advisory role, he serves as Treasurer for the Hamlin Park Association, Inc. Zacks Investment Management provides discretionary investment management to individuals, trusts and estates, retirement plans, pooled investment vehicles, and institutional clients. The firm combines proprietary quantitative models with qualitative portfolio management across a variety of strategies and also manages affiliated mutual funds and ETFs.

Nahal Sabbagh Kermani is a financial advisor at Apollon Wealth Management, LLC with 11 years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at Goldman Sachs and JPMorgan Chase Bank. Apollon Wealth Management is a multi-team SEC-registered adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios and offers a range of services including financial planning, portfolio management, sub-advisory, and consulting across various asset classes and investment vehicles.

Marisa Ryan is a financial advisor at Curi Capital, LLC based in Chicago, IL, holding a Series 65 designation with six years of industry experience. Her prior roles include positions at Aduro Advisors and RMB Capital Management, LLC, as well as work with Vival Media LLC. Curi Capital offers wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm employs a long-term, fundamentally driven investment approach using both in-house and external strategies across multiple account types and investment vehicles.

George Alkhoury is a financial advisor at Northern Trust Securities, Inc. with 17 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and U.S. Bancorp Investments, Inc. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation providing discretionary portfolio management through a wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients using a model-driven approach with Separately Managed Accounts and other managed portfolios delivered via the Fidelity Managed Account Xchange platform.

Keith Mooney is a CFP® and ChFC® with 31 years of experience in the financial industry. He is currently with VestGen Advisors, LLC and has held positions at firms including Triad Advisors, Sequoia Wealth Management, and LPL Financial. Outside of advising, he serves as president and organizer of Capital Financial Education Group, a nonprofit that provides educational seminars. VestGen Advisors, LLC offers investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, and institutional entities. The firm combines advisor-level client relationships with centralized portfolio construction, employing third-party managers and proprietary strategies to serve a broad range of clients.

Michael Niewiadomski is a CFP® and Series 66-registered advisor with three years of industry experience. He is currently with Dynamic and has prior experience at Lincoln Financial Advisors, as well as roles outside the financial industry. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and unaffiliated registered investment advisers. The firm emphasizes a long-term, client-specific portfolio construction process and offers portfolio management, financial planning, retirement plan services, and sub-advisory support, with particular focus on supporting other advisers through integrated technology and outsourced services.

Aaron Balch is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Bartlett & Co. Wealth Management LLC. His prior roles include positions at Tiaa and Morningstar Investment Services, Inc. Bartlett & Co. Wealth Management serves high-net-worth individuals, families, and institutional clients by providing discretionary wealth management and comprehensive financial planning. The firm emphasizes diversified asset allocation and relative-value analysis for fixed income, utilizing mutual funds, ETFs, and third-party platforms to implement targeted investment strategies.