Patrick Macy is a financial advisor at Curi Capital, LLC based in Chicago, IL. He holds a Series 65 designation and has been with Curi Capital since 2025. Prior to joining the firm, he worked at Burlingame Country Club and had various roles over a ten-year period from 2016 to 2026. Curi Capital provides wealth management, investment management, retirement plan consulting, family office services, and a subscription offering for early-career medical professionals. The firm serves individuals, high-net-worth clients, and institutional clients, employing a long-term, fundamentally driven investment approach across multiple vehicles and strategies.

Aidan Williams is a CFP® professional with five years of industry experience, currently serving at Plante Moran Financial Advisors. He has had multiple roles within the Plante Moran organization, including positions at their Real Estate Investment Advisors division. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm uses a combination of fundamental, technical, and cyclical analysis in its investment process and offers both discretionary and non-discretionary portfolio management services.

James Hagedorn is a CFA® charterholder with 22 years of experience in the financial advisory industry. He has worked at Chicago Partners Investment Group LLC since 2009 and previously held roles at The Mosaic Financial Group LLC and PricewaterhouseCoopers Investment Advisers LLC. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, nonprofit plans, endowments, corporations, and other entities, offering financial planning, portfolio management, family office services, and retirement-plan consulting. The firm employs a long-term, diversified, asset-allocation approach that integrates fundamental analysis with quantitative methods across various investment strategies.

Edward Kollada Jr. is a CFP® certificant with 29 years of industry experience, currently serving as an advisor at FourStar Wealth Advisors, LLC. His prior experience includes roles at LPL Financial, Strategic Retirement Partners, Kestra Financial Services, and several other firms. He is also owner and president of Elite Wealth Partners, Inc., a tax preparation and CPA firm. FourStar Wealth Advisors serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement plan consulting, employing a combination of fundamental and technical analysis to tailor portfolios across various asset classes and investment vehicles.

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® with 18 years of industry experience, currently serving as a financial advisor at The Mather Group, LLC since 2016. He previously worked at Morgan Stanley from 2008 to 2011. Outside of his advisory role, he manages personally owned real estate through leasing and property management. 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 multiple risk-based allocation models and offers customized portfolio solutions including direct indexing and ESG factor portfolios.

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 at Chicago Partners Investment Group LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TD Ameritrade and for It's Boba Time, a beverage business. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, endowments, corporations, and other entities, offering portfolio management, financial planning, and family office consulting. The firm employs a long-term, diversified, asset-allocation investment approach combining fundamental analysis with quantitative methods and serves clients through strategies including mutual funds, ETFs, direct indexing, and tax-aware portfolio construction.

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 at Curi Capital, LLC with five years of industry experience. He previously worked at RMB Capital Management and Moneta Group Investment Advisors, LLC. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients including plan sponsors and private funds. The firm uses a fundamentally driven, long-term investment approach across a variety of account types and offers both discretionary and non-discretionary services.

Dimitri Eliopoulos is a CFP® with 25 years of experience in the financial industry. He is currently with Curi Capital, LLC and has previously worked at RMB Capital Management, LLC and UBS Financial Services. His background includes roles at both multi-team wealth management firms and private wealth advisory firms. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients such as plan sponsors and investment funds. The firm's investment approach combines bottom-up fundamental equity analysis with a relative-value fixed income strategy, offered through a range of investment vehicles and both discretionary and non-discretionary services.

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 at Sequent Planning, LLC with two years of industry experience. He holds the Series 63 and Series 65 licenses and has managed the James W Beran Insurance Agency since 2011. Outside of advisory services, he is involved in managing several rental property businesses. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits by offering asset management, financial planning, and retirement plan services. The firm employs a structured risk framework and a mix of firm-developed models, third-party managers, and customized allocations, delivering services through a network of independent investment adviser representatives.

Joel Foster is a financial advisor at Kingsview Wealth Management, LLC in Chicago, IL, holding a Series 66 designation with 15 years of industry experience. He has worked at Kingsview Partners LLC and Kingsview Wealth Management since 2017 and previously spent six years at Edward Jones. Kingsview Wealth Management is a multi-advisor wealth management firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning, ongoing wealth management, and asset management through a combination of in-house strategies, third-party managers, and 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 in Chicago, IL, with 12 years of industry experience. He holds a Series 66 designation and has worked at McAdam LLC since 2014, previously spending 11 years at Purshe Kaplan Sterling Investments and one year at Madison Avenue Securities. McAdam LLC provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm uses discretionary portfolio management with a broad range of investment vehicles and offers specialized exposures alongside a tiered weekly subscription planning product and estate-document creation services.

Christian Weichsel III is a financial advisor at SpiderRock Advisors, LLC in Chicago, IL, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work includes roles at BlackRock Investments LLC, Citigroup, and the Federal Reserve Bank of Cleveland. SpiderRock Advisors provides discretionary and sub-advisory investment services to institutional and individual clients, utilizing systematic and quantitative strategies combined with fundamental analysis. The firm focuses on portfolio overlay and strategy management employing listed derivatives and offers collateral management along with assistance in over-the-counter derivatives.

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.

Jackson Bruscianelli is an advisor at B. Riley Wealth Advisors, Inc. based in Chicago, IL. He holds the Series 66 designation and has been with B. Riley Wealth Management since 2024. Prior to this, he spent five years at the University of Cincinnati and five years at Montini Catholic School. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm employs a variety of investment programs and manages over $4 billion in client assets across approximately 173 advisors.