Michael King is a financial advisor at Plante Moran Financial Advisors in Chicago, IL, with eight years of industry experience. He holds a Series 65 designation and has worked with Plante Moran affiliates since 2011. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to individuals, institutions, and charitable organizations. The firm employs a range of analytical methods and manages both discretionary and non-discretionary portfolios, serving clients with tailored asset allocation and investment strategies.

Kinsey Hagedorn is a financial advisor at Chicago Partners Investment Group LLC with one year of industry experience. She holds a Series 65 designation and previously worked in education at the University of Kansas and New Trier High School. Chicago Partners Investment Group advises a diverse client base, including individuals, trusts, not-for-profit plans, and corporations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan services. The firm employs a long-term, diversified investment approach utilizing fundamental analysis and customized portfolios, and is notable for sponsoring affiliated pooled investment vehicles and serving insurance company clients.

Lynn King is a financial advisor at Sapient Capital LLC in Chicago, holding a Series 66 designation with five years of industry experience. Prior to joining Sapient Capital in 2026, King worked for Morgan Stanley for six years and New York Life Insurance for four years. 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 uses a long-term investment approach combining fundamental and technical analysis to build diversified portfolios and acts as a fiduciary under ERISA/IRC standards.

Matthew Talowski is a financial advisor at Curi Capital, LLC in Chicago, IL, holding a Series 65 credential. He has been with Curi Capital since 2024, with prior experience at RBC Wealth Management and JSM Living. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, employer retirement plans, institutions, and family offices. The firm employs a long-term, fundamental investment approach and offers a range of services including wealth management, retirement plan solutions, and specialized products for medical professionals.

Mark Karstrom is a Series 66-licensed advisor at FourStar Wealth Advisors, LLC with 19 years of industry experience. He has worked at FourStar since 2020 and previously held roles at Noyes Advisors LLC and David A. Noyes & Company. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm combines fundamental and technical analysis to tailor portfolios using a range of investment vehicles, managing assets primarily on a discretionary basis.

Olivia Venezia is a financial advisor at SpiderRock Advisors, LLC with four years of industry experience. She holds a Series 66 designation and has previously worked at BlackRock and Fidelity Investments. Outside of finance, she has been involved with field hockey clubs and camps, including the Wizards Field Hockey Club and College of the Holy Cross Field Hockey Camp. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to a range of institutional and individual clients. The firm uses systematic, technical, and rules-based processes along with quantitative and fundamental analysis to manage option-based hedges and yield-enhancing overlays, offering specialized portfolio and collateral management services.

Paul Braden is a financial advisor at Northern Trust Securities, Inc. with 17 years of industry experience. He holds the Series 66, Series 63, and Series 65 credentials. Prior to joining Northern Trust Securities in 2023, he spent 22 years at Wolverine Trading, LLC. 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 a model-driven wrap fee program featuring Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs delivered via the Fidelity Managed Account Xchange platform.

Philip Ridolphi is a CFP® professional with 14 years of industry experience. He has been with Brownson, Rehmus & Foxworth, Inc. since 2016. The firm is a fee-only, federally registered investment adviser serving individuals, families, trusts, estates, foundations, endowments, qualified retirement plans, and senior corporate executives. Brownson, Rehmus & Foxworth provides personalized financial counseling and non-discretionary investment advisory services, emphasizing long-term, diversified asset allocation and tailored investment programs based on written client goals.

Thomas Gruszka is a CFP® professional with 25 years of industry experience, currently serving at VestGen Advisors, LLC. His prior roles include positions at LPL Financial LLC, Wealth Management Group, LLC, and Sigma Financial Corporation. Based in Chicago, IL, he holds Series 63 and Series 65 licenses. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients, offering investment management, financial planning, wrap-fee programs, and retirement plan services, employing a range of analytical methods and third-party managers to implement portfolios.

Christopher Deacy is a CFP® professional with 23 years of industry experience, currently affiliated with IHT Wealth Management LLC in Chicago, IL. His prior experience includes eight years at Edward Jones and two years at LPL Financial. He operates CMD Wealth Partners, an independent investment advisory business started in 2024. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors by providing discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO services, and access to third-party managers. The firm employs a blend of fundamental and quantitative investment approaches and offers tailored portfolio solutions through a network of investment adviser representatives.

Jacob Hianik is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Chicago Partners Investment Group LLC. He has four years of industry experience, including five years with Chicago Partners Wealth Advisors. Prior to his advisory career, he was a student for ten years. Chicago Partners Investment Group LLC advises a diverse client base, including individuals, trusts, nonprofits, endowments, and corporations. The firm employs a long-term, diversified investment approach with customized portfolios, utilizing fundamental analysis and strategies such as direct indexing and tax-loss harvesting.

Daniel Powers is a financial advisor at Zacks Investment Management, Inc. He holds the Series 65 designation and has two years of industry experience. Prior to joining Zacks in 2020, he worked at TCU and the TCU Post Office from 2016 to 2020. Zacks Investment Management provides discretionary investment management to individuals, trusts and estates, retirement plans, pooled investment vehicles, and institutional clients. The firm employs proprietary quantitative models combined with qualitative portfolio management across a broad range of strategies and serves as portfolio manager to mutual funds and ETFs.

Robert Dearborn is a financial advisor at Bartlett & Co. Wealth Management LLC with five years of industry experience. He holds the CFA® and CIC designations and previously worked at Lodestar Investment Counsel, LLC for 28 years. He serves as Village President of Winnetka, Illinois, a role involving various governance responsibilities. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and a range of institutional clients, 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 external managers to implement investment strategies.

Carlyle Madden is a financial advisor with Brownson, Rehmus & Foxworth, Inc. He holds the CFP® designation and has 23 years of industry experience. Madden has been with Brownson, Rehmus & Foxworth since 2016. Brownson, Rehmus & Foxworth is a fee-only, federally registered investment adviser serving individuals, families, trusts, estates, private foundations, endowments, qualified retirement plans, and senior corporate executives. The firm provides personalized financial counseling and non-discretionary investment advisory services with an emphasis on long-term, diversified asset allocation and tailored investment programs.

Morgan Murphy IV is a financial advisor at McAdam LLC with 12 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior experience includes positions at Madison Avenue Securities and Purshe Kaplan Sterling Investments. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, and retirement plan consulting, managing client accounts with a focus on fundamental analysis and incorporating a diverse range of investment exposures.

Christopher Reardon is a Series 65-licensed advisor at FourStar Wealth Advisors, LLC with 11 years of industry experience. He has been with FourStar since 2014. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities with financial planning, discretionary portfolio management, and retirement-plan consulting, using a blend of fundamental and technical analysis to tailor portfolios to clients’ risk tolerance and time horizons.

John Nicholas is a financial advisor at Chicago Partners Investment Group LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been with Chicago Partners since 2014. Chicago Partners Investment Group LLC serves a diverse client base, including individuals, trusts, nonprofits, endowments, and corporations. The firm employs a long-term, diversified investment strategy, offering customized portfolio management, financial planning, retirement services, and an automated advisory program, with a focus on fundamental analysis and a range of strategies such as direct indexing and tax-loss harvesting.

Brendan Gibson is a financial advisor at The Mather Group, LLC in Chicago, IL, holding a Series 65 designation with one year of industry experience. Prior to joining The Mather Group, he worked in various roles including positions at Kilroy's on Kirkwood and Indiana University Football Team. 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 guidance, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and offers customized portfolio options including direct indexing and ESG factor portfolios.

Peter Hommeyer is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL. He holds a Series 65 designation and has one year of industry experience. Prior to joining Zacks, he worked at Fortitude Systems and has a background that includes academic and teaching roles. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, and institutional clients, alongside managing mutual funds and ETFs. The firm’s investment approach combines proprietary quantitative models with qualitative portfolio management across a broad range of strategies, and it offers its services through multiple platforms including wrap-fee and unified managed account programs.

Laura Swanson is a financial advisor with FourStar Wealth Advisors, LLC in Chicago, IL. She holds Series 63 and Series 66 licenses and has 30 years of industry experience. Her prior work includes roles at Realta Equities, Inc., Great Point Capital, LLC, Purshe Kaplan Sterlings Investments, and Cabot Lodge Securities LLC. Swanson is also the Director of Operations for FourStar Insurance Services, LLC. FourStar Wealth Advisors serves individuals, plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a combination of fundamental and technical analysis and manages diversified portfolios tailored to client risk tolerance and time horizon, including the operation and advisory of private funds and pooled investment vehicles.