Derrick Watts is a financial advisor with Packerland Brokerage Services, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining Packerland in 2020, he worked at Wunderlich Securities, Inc. from 2016 to 2019. Outside of his advisory role, he provides business development coaching and consulting to startups and small business owners, focusing on growth strategies, financial statements, projections, capital needs, and budgeting. Packerland Brokerage Services, Inc. serves individual and institutional clients—including high-net-worth individuals, trusts, corporations, and retirement plan sponsors—through a network of 176 advisors managing over $1.35 billion in assets. The firm offers financial planning, portfolio management, wrap-fee and unified managed account programs, and retirement-plan consulting, delivering investment solutions both directly and via third-party managers on the Hilltop/Hilltop-cleared Envestnet platform.

Andrew Baker is a CFA® charterholder based in Chicago, IL, with nine years of industry experience. He is affiliated with Curi Capital, LLC and previously worked at RMB Capital Management LLC. 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 fundamentally driven, long-term investment approach and offers both discretionary and non-discretionary services across a variety of investment vehicles.

Ian Doll is a Certified Financial Planner® with 13 years of industry experience. He is currently with Curi Capital, LLC and has been with RMB Capital Management since 2012. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional investors. The firm’s investment approach uses bottom-up fundamental equity analysis and a relative-value fixed income strategy, implemented through a variety of account structures and strategies.

Claire Davis is a financial advisor at The Mather Group, LLC in Chicago, IL, with four years of industry experience. Prior to joining The Mather Group, she worked at Kautex Textron and Miami University. 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 uses an evidence-based investment approach with tax-synchronized portfolio construction and offers customization options such as direct indexing and ESG factor portfolios.

David Chase is a financial advisor at New Edge Wealth with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Credit Suisse Securities, and AllianceBernstein. He serves as a board member and finance committee member for Hinsdale Community House, where he advises on financial and investment decisions. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering tailored advisory services including wealth strategy, portfolio management, and institutional consulting. The firm emphasizes asset allocation and investor behavior, integrating independent managers, proprietary strategies, and AI-assisted analytics to support adviser judgment.

Brian Erickson is a financial advisor at IHT Wealth Management LLC in Chicago, IL, holding a Series 66 designation with eight years of industry experience. He has worked at IHT Wealth Management and LPL Financial since 2018 and briefly at PGA Tour Superstore in 2020. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors with services including discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm’s investment approach integrates fundamental value screening, quantitative optimization, and tax-efficient strategies, managing approximately $9.8 billion in assets through a network of about 159 advisors.

Michael Sullivan is a financial advisor at IHT Wealth Management LLC in Chicago, IL, holding a Series 66 designation with 27 years of industry experience. His prior roles include positions at LPL Financial LLC, Vestwell Advisors LLC, and USI Consulting Group, among others. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors with services such as discretionary asset management, financial planning, and ERISA plan consulting. The firm utilizes a combination of fundamental value screening, quantitative optimization, and periodic rebalancing to tailor portfolios through a network of investment adviser representatives.

Scott Ueckert is a financial advisor at The Mather Group, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Private Advisor Group, LLC and LPL 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 portfolio options and integrates AI and machine-learning tools alongside human oversight in its processes.

Catherine Fortuna is a financial advisor at The Mather Group, LLC with 14 years of industry experience. She holds a Series 66 designation and previously worked at Bessemer Trust for nine years. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing comprehensive 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 including ESG portfolios and concentrated stock management.

Matthew Fischer is a CFA® charterholder with 11 years of industry experience. He has been with Chicago Partners Investment Group LLC since 2011. Chicago Partners Investment Group LLC advises a diverse client base, including individuals, trusts, not-for-profits, endowments, and corporations. The firm employs a long-term, diversified investment approach with customized portfolios and offers services ranging from discretionary portfolio management to family-office reporting.

Jake Burke is a Series 66-credentialed financial advisor with six years of industry experience. He has worked at LPL Financial and Edward Jones prior to joining IHT Wealth Management LLC. He is based in Chicago, IL. IHT Wealth Management serves individual, corporate, and institutional clients, offering discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO services, and access to third-party managers. The firm tailors portfolios using proprietary models and employs a disciplined investment process that includes fundamental screening, quantitative optimization, and periodic rebalancing.

Alona Anspach is a CFP®-certified financial advisor with 39 years of industry experience, currently affiliated with LPL Financial in Northbrook, IL. She has held roles at IHT Wealth Management, Sheridan Road Advisors, and Independent Financial Partners. Anspach serves as a trustee on the board of the Jewish Women’s Foundation. LPL Financial offers advisory and brokerage services to a diverse client base, including individuals, retirement plans, institutions, and charities. The firm supports its advisors with in-house research and a wide range of investment solutions, combining large-scale advisory capabilities with non-advisory product offerings.

Shireen Daniels is a CFP® professional with 14 years of experience in the financial industry. She is currently with IHT Wealth Management LLC, where she has worked since 2018, and previously was associated with The Lighthouse Institute Inc. and LPL Financial. Outside of advisory services, she owns Lighthouse College Planning, a college planning specialist business. IHT Wealth Management serves a diverse client base including individuals, pension plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach combining fundamental stock selection with quantitative tools and diversified model portfolios, and offers discretionary asset management, financial planning, and comprehensive ERISA fiduciary services through a network of over 150 advisors.

Jonathan Gussick is a CFP®, CFA®, and holds a Series 63 license with 15 years of industry experience. He currently works at The Mather Group, LLC and has been with the firm since 2019. Prior to joining The Mather Group, he worked at TIAA and TIAA-CREF for six years. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing comprehensive financial planning, investment management, tax and estate planning guidance, 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.

Blake Wohlwend is a financial advisor at Ritholtz Wealth Management in Chicago, holding a Series 65 credential. He has been in the industry since 2023, with prior experience at Ameriprise and Northwestern Mutual. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment approach focused on asset allocation and behavioral finance, utilizing diversified, low-cost ETFs alongside tactical strategies and alternative investments.

Peter Goldman is a financial advisor at Chicago Capital, LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Chicago Capital in 2024, he worked at Westwood Management Corporation from 2014 to 2023. Chicago Capital provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, families, foundations, registered investment advisers, and corporations. The firm combines fundamental and technical research to build individualized portfolios across various asset classes, managing over $4.8 billion in client assets with a team of 11 advisors.

Ishaan Thakar is a financial advisor at Zacks Investment Management, Inc. with a Series 65 designation and one year of industry experience. His prior work history includes roles at Medline Industries, Butler University, Rockford University, Humpley High School, and Heineman Middle School. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, pooled investment vehicles, and institutional clients, serving also as portfolio manager to mutual funds and ETFs. The firm combines proprietary quantitative models with qualitative portfolio management across a broad range of strategies and offers retail wealth management, alternative investments, and model portfolios through various managed account programs.

Taylor Champion is a CFP® and CFA® at Chesley, Taft & Associates, LLC with over 14 years of industry experience. Prior to joining Chesley, Taft & Associates in 2023, Taylor worked at Byline Bank for four years and U.S. Trust, Bank of America Private Wealth Management for ten years. Chesley, Taft & Associates primarily serves high net worth individuals and related entities, including trusts, IRAs, and family foundations, managing approximately $3.0 billion in client assets. The firm employs fundamental equity analysis and tailored asset allocation across multiple strategies, serving a diverse client base that includes pension plans, charitable organizations, and corporate entities.

Patrick Daniels is a financial advisor at Chicago Partners Investment Group LLC with one year of industry experience. He holds a Series 65 designation. Prior to his current role, his background includes positions at Sunset Ridge Country Club, Kirco Manix, Indiana University, University of St. Thomas, Winnetka Golf Club, and Loyola Academy. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, nonprofits, endowments, and various business entities, offering financial planning, portfolio management, and family office consulting. The firm employs a long-term, diversified, asset-allocation approach that integrates fundamental and quantitative analysis across multiple investment strategies.

Arben Cuca is a financial advisor at Corecap Advisors with five years of industry experience. He holds a Series 65 credential and has worked previously at firms including Fefa Advisors LLC, AE Wealth Management, and AON Benfield. In addition to his advisory role, he is involved in insurance sales through Apex Wealth Management. Corecap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm emphasizes a relationship-oriented, individualized approach with a long-term investment horizon and employs a range of investment vehicles including mutual funds, ETFs, equities, and fixed income.