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.

Kristen Roder is a CFP® with 17 years of industry experience, currently serving at Curi Capital, LLC. Her prior roles include positions at RMB Capital Management, Fidelity, and Jefferies LLC. 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, bottom-up approach to equity and a relative-value orientation to fixed income, combining in-house strategies with external managers and proprietary risk analysis tools.

Erik Gutierrez is a financial advisor at VestGen Advisors, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Lake Street Financial and NTN Bearing Corporation. VestGen Advisors 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, and retirement plan services through a process that integrates multiple analytical methods and may include third-party managers.

Kenneth Hartman Jr. is a Series 65 registered advisor with Advisory Services Network in Chicago, IL. He joined the firm in 2026 and has prior experience in education and golf administration. He has been involved with Troon Golf Administration, L.L.C. since 2022. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent investment adviser representatives. The firm offers a range of services including discretionary and non-discretionary portfolio management and financial planning, with strategies tailored to clients’ objectives and risk tolerances.

Richard Burridge Jr. is a CFP® professional with over 31 years of industry experience, currently serving at Curi Capital, LLC. He has worked at RMB Capital Management, LLC since 2005. Curi Capital serves a diverse client base including 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 combines in-house strategies with external managers, managing approximately $9.83 billion across various account types.

Mikhail Kimbarovsky is a financial advisor at Chicago Capital, LLC with 14 years of industry experience. He holds a Series 65 credential and has worked previously at JAG Capital Management LLC, CIBC Private Wealth Advisors, Inc., and Geneva Advisors, LLC. Chicago Capital provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, families, foundations, other registered investment advisers, and corporations. The firm uses a combination of fundamental and technical research to build individualized portfolios and manages over $4.8 billion in client assets with a focused team of 11 advisors.

Thomas Lyman is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 65 and Series 63 licenses and seven years of industry experience. His career includes roles at John Hancock Distributors LLC, John Hancock Funds, Inc., and Insight Global. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to a diverse client base, including individuals, trusts, estates, non-profits, and business entities. The firm employs a technology-assisted advice model that delivers written financial plans using third-party software, with implementation decisions made by clients.

Michael Glavin is a financial advisor at IHT Wealth Management LLC in Chicago, IL, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with IHT Wealth Management and LPL Financial since 2016. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, offering discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO services, and access to third-party managers. The firm’s investment process combines fundamental value screening, quantitative optimization, and periodic rebalancing, employing proprietary model portfolios and discretionary OCIO mandates.

Alison Whittington is a CFP® professional with seven years of industry experience, currently serving as an advisor at McAdam LLC since 2019. She has prior experience at AXIS Capital and has worked in roles outside finance, including at Kilroy's on Kirkwood and Indiana University. McAdam LLC advises a broad range of clients, including individuals, trusts, estates, charitable organizations, corporations, and government entities. The firm offers financial planning and investment management with a focus on discretionary portfolio management that incorporates mutual funds, ETFs, individual securities, and alternative asset exposures.

Thomas Brdecka is a financial advisor at IHT Wealth Management LLC in Chicago, IL, holding a Series 66 designation with 21 years of industry experience. He has worked at IHT Wealth Management and LPL Financial since 2015 and was previously with Transamerica Financial Advisors from 2005 to 2015. Outside of his advisory role, he is involved in tax preparation and accounting as a CPA. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, providing discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers. The firm’s investment approach combines fundamental value screening, quantitative optimization, and periodic rebalancing, utilizing proprietary models and discretionary mandates, and manages approximately $9.8 billion in assets through a multi-team network.

Jennifer Shepard is a financial advisor at Curi Capital, LLC with 18 years of industry experience. She holds the CFP®, CFA®, and Series 63 designations. Her prior experience includes roles at United Capital Financial Advisers, LLC and Altair Advisers. Curi Capital serves individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles through a variety of services including wealth management, asset management, and retirement plan solutions. The firm employs a long-term, fundamental investment approach and combines in-house strategies with external managers, managing approximately $9.83 billion in assets.

Justin Leslein is a financial advisor at Northern Trust Securities, Inc. with nine years of industry experience. He holds the Series 66 designation and has been with Northern Trust Securities since 2016. 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 model-driven discretionary portfolio management through a wrap fee program, utilizing a mix of proprietary and third-party investment products delivered via the Fidelity Managed Account Xchange platform.

Michael Ryabik is a financial advisor at The Mather Group, LLC in Chicago, IL, with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has been with The Mather Group since 2016. 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 uses an evidence-based investment approach with multiple risk-based models and offers customization options such as direct indexing and ESG portfolios.

Christopher Janc is a financial advisor with Northern Trust Securities, Inc. in Chicago, IL, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior experience includes roles at Merrill, Wells Fargo, and J.P. Morgan. Outside of his advisory work, he serves as secretary and member of Duneland 1 LLC, an entity formed with his spouse to own a dual-use vacation and rental property. 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 including Separately Managed Accounts and Fund Strategist Portfolios, utilizing both proprietary and third-party investment products.

Matthew Kahovec is a CFP® and holds a Series 65 license with seven years of industry experience. He has worked at The Mather Group, LLC since 2019, following five years at Astraeus Advisers LLC. 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 tax-synchronized portfolio construction, offering customization options such as direct indexing and ESG factor portfolios.

Cooper White is a financial advisor at Waverly Advisors, LLC with 15 years of industry experience. He holds a Series 65 designation and has worked at Promus Capital since 2010 alongside his current role at Waverly Advisors. He serves as an advisory committee member for Apogem Real Asset Funds, Ridge Lake GP Stakes Fund, and Kayne Anderson Direct Lending. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-markets allocations and offers a range of investment management and planning services.

Christopher Martella is a financial advisor with First Advisors National, LLC in Chicago, IL, holding Series 63 and Series 65 designations and two years of industry experience. Outside of his advisory role, he is involved in real estate and energy consulting through Domain Properties, Keystone Property Management, and Navigate Power. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, implementing strategies mainly via third-party money managers and employing both tactical and strategic asset allocation methodologies.

Robin Patinkin is a CFP®, CFA®, and Series 65 credentialed advisor with 22 years of industry experience. He is currently with The Mather Group, LLC and has prior experience at Focus Partners Wealth, The Colony Group, InterOcean Capital Group, and Cedar Hill Associates. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by 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 including direct indexing and ESG portfolios.