James Geake is a financial advisor at Madison Avenue Securities, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Madison Avenue Securities since 2006. Geake is also a 50% owner of Wayne Messmer & Associates, LLC, which provides sales and service of life and health insurance and annuities. Additionally, he serves as a board member of Voyageur Crossings Condominium. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers a variety of account platforms and investment strategies, delivering portfolio management, financial planning, pension consulting, and college-savings services through its network of investment adviser representatives.

James Hagedorn is a CFA® charterholder with 22 years of experience in the financial industry. He has been with Chicago Partners Investment Group LLC since 2009 and also works with The Mosaic Financial Group LLC. Chicago Partners Investment Group LLC advises a diverse range of clients, including individuals, trusts, nonprofits, and corporations, offering portfolio management, financial planning, retirement services, and family-office reporting. The firm employs a long-term, diversified investment approach that incorporates fundamental analysis, customized portfolios, and strategies such as direct indexing and tax-loss harvesting.

Edward Kollada Jr. is a CFP® with 29 years of industry experience, currently serving at FourStar Wealth Advisors, LLC since 2024. His prior roles include positions at LPL Financial, Global Retirement Partners, Kestra Financial Services, Strategic Retirement Partners, and The Bensman Group. He is also the owner and president of Elite Wealth Partners, Inc., a firm specializing in tax preparation, accounting, and insurance. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm combines fundamental and technical analysis to manage diversified portfolios tailored to clients’ risk tolerance and time horizon.

Kyle Schneider is a financial advisor at SpiderRock Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at BlackRock Investments LLC and BlackRock since 2023, as well as at Harris Associates and Harbor Capital Advisors earlier in his career. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, employing systematic, technical, and rules-based strategies that combine quantitative and fundamental analysis. The firm specializes in option-based hedges and yield-enhancing overlays, offering portfolio overlay, strategy management, and collateral services through both discretionary and sub-advisory mandates.

Brian Schmehil is a CFP®-certified financial advisor with 17 years of industry experience, currently serving at The Mather Group, LLC. He has been with The Mather Group since 2016. Outside of his advisory role, he is involved in leasing and managing personally owned real estate. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm uses an evidence-based investment approach with customizable portfolio options and incorporates AI and machine-learning tools under human oversight.

Natalie Dymkowski is a financial advisor at New Edge Wealth in Chicago, IL, holding Series 63 and Series 65 licenses with four years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Charles Schwab, and Northwestern Mutual. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that emphasizes asset allocation and investor behavior, utilizing a combination of model strategies, separately managed accounts, and proprietary solutions across multiple asset classes.

Andrew Kang is a financial advisor with Chicago Partners Investment Group LLC in Chicago, IL, holding Series 63 and Series 65 designations and bringing nine years of industry experience. Prior to joining Chicago Partners in 2020, he worked at TD Ameritrade and has experience outside finance with a venture called It's Boba Time. Chicago Partners Investment Group provides investment advisory services to high-net-worth individuals, trusts, nonprofits, endowments, corporations, and family offices. The firm employs a long-term, diversified, asset-allocation investment approach that combines fundamental analysis with quantitative optimization across a range of strategies including mutual funds, ETFs, fixed income, and alternatives.

Zachary Bittenbender is a financial professional at Northern Trust Securities, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Cetera and Jewel-Osco. His other business activities include providing financial services through North Star Resource Group. 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 using a range of proprietary and third-party investment products, with oversight through a governance process and regular account reviews.

Joshua Rauterkus is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Curi Capital, LLC in Denver, CO. Prior to joining Curi Capital, he worked at RMB Capital Management and Moneta Group Investment Advisors, LLC. He attended school full time for sixteen years before beginning his advisory career. Curi Capital serves a diverse client base including individuals, families, institutions, retirement plan sponsors, and charitable organizations. The firm manages approximately $9.83 billion using a long-term, fundamental investment approach that combines in-house strategies with external managers and proprietary risk analysis tools.

Dimitri Eliopoulos is a CFP® with 25 years of industry experience, currently serving at Curi Capital, LLC. He has worked with Curi Capital and its predecessor firms since 2010, including RMB Capital Management, LLC. Curi Capital provides wealth management, asset management, retirement plan solutions, and family office services to individuals, families, institutions, corporate clients, and charitable organizations. The firm manages approximately $9.83 billion and employs a long-term, fundamental investment approach that combines in-house strategies with external managers and proprietary risk analysis tools.

Paula Sauer is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 21 years of industry experience. She has been with Zacks & Company and Zacks Investment Management since 2004. Zacks Investment Management provides discretionary portfolio management to a diverse client base including individuals, trusts, retirement plans, and institutional investors. The firm employs a proprietary investment process combining quantitative and qualitative analysis, offering a wide range of strategies and serving both direct clients and third-party advisers through model portfolios and alternative funds.

James Beran is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and having one year of industry experience. He has operated the James W Beran Insurance Agency Ltd since 2011, providing insurance products and services. Sequent Planning, LLC serves individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm offers asset management, financial planning, third-party model manager access, and comprehensive retirement-plan services through a network of independent advisers using a structured risk framework and diversified investment approaches.

Joel Foster is a financial advisor at Kingsview Wealth Management, LLC in Chicago, IL, holding a Series 66 designation with 14 years of industry experience. He has worked at Kingsview Wealth Management and Kingsview Partners since 2017 and was previously with Edward Jones from 2011 to 2017. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led and model-based strategies, including proprietary ETFs and access to alternative investments.

Harrison Sommers is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Root Financial Partners since 2025 and was previously with HighTower Securities, LLC for seven years. He also spent four years at Creighton University earlier in his career. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and retirement-plan clients. The firm emphasizes broadly diversified, passive portfolios tailored to client objectives and risk tolerances, and offers educational programs and online academies for financial education.

Nicholas Guido is a CFP® with 11 years of industry experience, currently serving at Chicago Partners Investment Group LLC since 2013. He also owns an insurance business based in Chicago. Chicago Partners Investment Group LLC advises a diverse client base, including individuals, trusts, nonprofits, and corporations, using a long-term, diversified investment approach with customized portfolios and a range of strategies such as direct indexing and tax-loss harvesting.

Todd Flynn is a financial advisor at McAdam LLC with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments and Madison Avenue Securities. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, investment management, and retirement-plan consulting, employing a multi-advisor platform with approximately $2.29 billion in discretionary assets under management.

Christian Weichsel III is a financial advisor at SpiderRock Advisors, LLC with two years of industry experience. He holds Series 65 and Series 63 registrations. His prior work includes roles at BlackRock Investments LLC and Citigroup, as well as a position at the Federal Reserve Bank of Cleveland. SpiderRock Advisors, LLC provides discretionary investment advisory and sub-advisory services to institutional and individual clients, employing systematic and rules-based processes combined with quantitative and fundamental analysis. The firm offers portfolio overlay and strategy management using listed derivatives and traditional securities, serving a diverse client base that includes asset managers, banks, family offices, and high-net-worth individuals.

August Ericson is an advisor at The Mather Group, LLC in Chicago, IL, holding a Series 65 designation. He joined the firm in 2025 and previously worked at Dell Technologies and Hewlett-Packard Enterprises. Ericson graduated from The University of Alabama in 2025. 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, and family office services. The firm employs an evidence-based investment approach featuring risk-based allocation models, tax-synchronized portfolios, and customization options such as direct indexing and ESG factor portfolios.

Robert Balfour is a financial advisor at New Edge Wealth in Chicago, holding Series 63 and Series 65 credentials with 11 years of industry experience. He previously worked at Wells Fargo Clearing for nine years before joining New Edge Wealth and NewEdge Securities LLC in 2025. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, family offices, foundations, trusts, and other institutional clients. The firm offers wealth strategy, financial planning, portfolio management, and institutional consulting, utilizing a combination of independent managers, model strategies, and technology tools including AI-assisted analytics.

Noah Rife is a financial advisor at Zacks Investment Management, Inc. with 12 years at the firm and a total of 7 years of industry experience. He holds the Series 65 designation and is based in Chicago, IL. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, pooled investment vehicles, and institutional clients, serving as portfolio manager to mutual funds and ETFs. The firm combines proprietary quantitative models with qualitative portfolio management across a range of strategies and offers retail wealth management, alternative investment strategies, and model portfolios through various platforms.