Scott Schwartz is a CFP® with eight years of experience and is currently an advisor at Plante Moran Financial Advisors in Chicago. His prior work includes roles at the Michigan Export Growth Program and Michigan State University. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth and non-high-net-worth individuals, as well as banks, trusts, estates, charitable organizations, and other business entities. The firm uses a combination of fundamental, technical, and cyclical analyses alongside a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.

Joann Seagren is a financial advisor at Chicago Capital, LLC with 16 years of industry experience. She holds a Series 65 designation and has previously worked 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 a diverse client base including individuals, high-net-worth clients, families, foundations, other registered investment advisers, and corporations. The firm employs an active management approach combining fundamental and technical research to create individualized portfolios across various asset classes, focusing on long-term portfolio value and risk mitigation.

Ali Carmen is a financial advisor with Northern Trust Securities, Inc. in Chicago, IL. He holds Series 63 and Series 66 designations and has 25 years of industry experience, including 11 years with Northern Trust Securities. 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 Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs delivered via the Fidelity Managed Account Xchange platform.

Koffi Toulaboe is a financial advisor at Zacks Investment Management, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill, Financial Management Systems, and Astra Bank. Zacks Investment Management, Inc. provides discretionary investment management to individuals, trusts, retirement plans, and institutional clients, offering a range of strategies that combine proprietary quantitative models with qualitative portfolio management. The firm manages mutual funds and ETFs and distributes strategies through wrap-fee and unified managed account programs.

Brian Rippel is a financial advisor with Northern Trust Securities, Inc. in Chicago, IL, holding Series 63 and Series 66 licenses and with 14 years of industry experience. He has been with Northern Trust Securities since 2015 and is also involved as a bartender at The Globe Pub in Chicago. Northern Trust Securities, Inc. is a multi-team firm that provides discretionary portfolio management primarily for high-net-worth individuals, retail investors, and institutional clients through model-driven, wrap fee programs delivered on the Fidelity Managed Account Xchange platform.

Colin Kelty is a financial advisor at Belpointe Asset Management LLC with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Cetera and MB Financial Bank. Outside of his advisory role, he is involved in a tax planning business and participates in theatre production and venue management. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting with a customizable approach that includes passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Sean Conway is a financial advisor with Curi Capital, LLC in Chicago, IL, holding a Series 66 designation and 19 years of industry experience. He has worked at RMB Capital Management since 2008. 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 bottom-up approach for equity strategies and a fundamental relative-value orientation for fixed income, combining in-house strategies with external managers and proprietary risk analysis tools.

Adam Runyan is a financial advisor at Advisory Services Network with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill, Bank of America, JPMorgan Chase, and Morgan Stanley. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing a variety of investment strategies tailored to clients’ objectives and risk tolerances.

Randall Cohen is a financial advisor with IHT Wealth Management LLC in Skokie, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Bank of America, Merrill, and LPL Financial. IHT Wealth Management serves a diverse client base including individuals, pension plans, charitable organizations, trusts, and corporations. The firm employs a blended investment approach combining fundamental stock selection with quantitative tools and offers discretionary asset management, financial planning, and ERISA plan consulting through a network of approximately 153 advisors.

Joel Kendall is a financial advisor at Composition Wealth, LLC in Chicago, IL, holding Series 63 and Series 66 licenses with 38 years of industry experience. His prior roles include positions at Advisory Partners, LLC and UBS Financial Services Inc. since beginning his career. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term, diversified investment approach using low-cost mutual funds, ETFs, individual stocks and bonds, and utilizes both fundamental and technical analysis to manage portfolios.

James Tilley is a Series 65 registered financial advisor with six years of industry experience. He is currently with Foundations Investment Advisors LLC and also serves as managing partner at Liberty Hill Financial Planners. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services through a network of nearly 300 investment adviser representatives.

Christopher Kuipers is a financial advisor at Arete Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has been with Arete Wealth Advisors since 2023. Outside of his advisory role, Kuipers is a math teacher and middle school football coach at Holland Christian Schools. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using a combination of advisor-driven and proprietary model allocations, and it integrates services across affiliated financial businesses and product channels.

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 with nine years of industry experience. He is currently with Curi Capital, LLC and has worked at RMB Capital Management LLC since 2008. 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.

Ian Doll is a CFP® certificant and Series 65 licensee with 13 years of industry experience. He is currently associated with RMB Capital Management, where he has worked since 2012. Doll operates out of Chicago, IL. Curi Capital, LLC is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, retirement plans, institutions, mutual funds, private funds, and family offices. The firm employs a long-term, fundamental investment approach with a bottom-up process for equities and a relative-value focus for fixed income, using a combination of proprietary strategies, third-party managers, mutual funds, and private funds.

Mark Rodgers is a financial advisor with Concurrent Investment Advisors, LLC in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, BMR Retirement Group, Raymond James Financial Services, and Wells Fargo Clearing. Outside of advisory work, Rodgers is a 50% owner of Drai's 1512 LLC, which leases office space to BMR Retirement Group. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement advisory services to a broad client base, including individuals, families, trusts, businesses, and retirement plans. The firm employs a long-term investment approach with customized portfolios, serving clients through a network of approximately 161 advisors managing about $9.9 billion in assets.

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 with NewEdge Wealth in Chicago, holding a Series 66 designation and 17 years of industry experience. Prior to joining NewEdge Wealth and NewEdge Securities LLC in 2025, he worked at Wells Fargo Clearing and Wells Fargo Advisors from 2015 to 2025. He serves as a board member and finance committee member at Hinsdale Community House, where he advises on financial and investment matters. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional clients. The firm offers comprehensive advisory services with an investment process that emphasizes asset allocation, investor behavior, and a combination of model strategies, separately managed accounts, and alternative investments.

Brian Erickson is a financial advisor at IHT Wealth Management LLC with seven years of industry experience. He holds a Series 66 designation and has worked at IHT Wealth Management and LPL Financial, among other roles. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients through discretionary asset management, financial planning, and consulting services. The firm employs a blend of fundamental stock selection and quantitative tools within diversified model portfolios and offers proprietary wrap-fee programs through a network of approximately 153 advisors.

Michael Sullivan is a financial advisor with LPL Financial in Deer Park, IL, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Vestwell Advisors LLC, Raymond James Financial Services, USI Advisors, and OneAmerica, among others. He also provides investment advisory services through his independent firm, IHT Wealth Management, LLC. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a variety of investment and wealth management solutions.