Natalya Christy is a CFP® professional with six years of industry experience, currently serving as an advisor at The Mather Group, LLC since 2017. Prior to joining the firm, she was affiliated with the University of Illinois at Urbana-Champaign in both the Department of Economics and other university roles from 2014 to 2018. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, and corporations, providing integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and incorporates AI and machine-learning tools alongside human oversight in client service and portfolio management.

Paul Joyaux is a CFP® certificant with 27 years of industry experience. He is currently with Curi Capital, LLC and was previously with UBS Financial Services. Joyaux has spent the majority of his career 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 long-term, fundamentally driven investment approach across a range of managed accounts and funds.

Michael Kuipers is a financial advisor at Associated Investment Services, Inc. in Chicago, IL, holding Series 63 and Series 65 designations with 26 years of industry experience. He has been with Associated Investment Services since 2015. Associated Investment Services, Inc. provides advisory and brokerage services mainly to individual investors, as well as to small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, operating primarily on a non-discretionary basis across approximately $1.169 billion in regulatory assets under management.

Thomas Levinson is a Series 65 licensed advisor at Apella Wealth with 11 years of industry experience. He previously worked at Park Piedmont Advisors LLC for 11 years and is a member of Money & Meaning, LLC, where he helps lead strategic direction and provides education and guidance focused on family and business transitions. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance companies, offering a range of investment management and financial planning services. The firm employs a model-driven, quantitative investment approach and integrates various technologies and third-party platforms to serve client needs.

David Smith Jr. is a financial advisor at Ausdal Financial Partners, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Intervest International Equities Corp and Intervest International Inc from 2015 to 2024. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of about 152 advisors. The firm provides investment advisory programs, retirement plan services, and financial planning to a diverse client base including individuals, trusts, corporations, pension plans, and charitable organizations.

Christopher Bach is a CFA® charterholder based in Chicago, IL, with 12 years of industry experience. He has worked at RMB Capital Management since 2014. Curi Capital, LLC 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 a range of vehicles including separately managed accounts, mutual funds, and private funds.

Christopher Clepp is a financial advisor with ON Investment Management CO in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at The O. N. Equity Sales Company since 2014 and Ohio National Financial Services since 2012. In addition to his advisory role, he serves as an independent contractor involved in the sale of fixed life and annuity products and acts as an insurance agent specializing in life, disability, and long-term care insurance solutions. ON Investment Management Company (ONIMCO) is a SEC-registered investment adviser and a subsidiary of The O.N. Equity Sales Company that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of services including comprehensive and modular financial plans, access to third-party investment programs, and manages both discretionary and non-discretionary client accounts through a mix of advisory relationships and third-party managers.

Nandan Shah is a financial advisor at Arete Wealth Advisors, LLC with 19 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at multiple firms including Cura Wealth Advisors, IHT Wealth Management, and LPL Financial. Outside of his advisory role, Shah is a non-practicing attorney licensed in Illinois and is involved as a strategy and engagement partner with DNX Ventures, a SaaS venture capital firm, as well as co-founder and COO of Deception and Truth Analysis, an enterprise SaaS platform. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm primarily manages assets on a discretionary basis using proprietary model allocations and third-party sub-advisers, and offers services including portfolio management, financial planning, and retirement plan advisory.

Gordon Chisholm is a financial advisor with ValMark Advisers, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with ValMark Securities, Inc. since 2011. Outside of his advisory role, he serves on the advisory council for the nonprofit World Bicycle Relief and is a member of the Forbes Business Council, where he participates in marketing events and publishes articles. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients through a network of representatives. The firm focuses on diversified, goal-based model portfolios and asset allocation, utilizing a range of mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing overseen by its investment committee.

Hannah Bryant is a CERTIFIED FINANCIAL PLANNER™ professional with nine years of industry experience. She currently works at Savvy and previously held roles at Savant Wealth Management and Basil Financial Group. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment plans along with active equity portfolios and tax-aware direct indexing, integrating third-party sub-advisers, fintech tools, and in-house tax preparation and estate-planning support.

Alexandra Furlong is a financial advisor at Northern Trust Securities, Inc. with 12 years of industry experience. She holds a Series 66 designation and has worked at Northern Trust Securities since 2017, following prior roles at PNC Investments, PNC Bank, Ausdal Financial Partners, Inc., and McAdam LLC. Northern Trust Securities, Inc. serves high-net-worth individuals, retail investors, and institutional clients through discretionary portfolio management programs. The firm employs a model-driven approach utilizing Separately Managed Accounts and strategist portfolios, combining advisory, brokerage, and custody services under one organization.

Robert Marchese is a financial advisor with Curi Capital, LLC in Chicago, IL, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked at RMB Capital Management LLC since 2017 and previously at Far Horizons Capital LLC from 2013 to 2017. Marchese also serves as a consultant in investment consulting through Capital Resource Management, Inc. Curi Capital offers wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional investors. The firm employs a long-term, fundamentally driven investment approach across a range of strategies and serves as advisor to mutual funds and private funds while managing assets for institutional clients.

Austin Whittington is a CFP® with seven years of industry experience, currently serving as an advisor at McAdam LLC since 2018. His prior work includes roles at Hilliard Lyons and First Harrison Bank, as well as a period at Indiana University. 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, implementing portfolios primarily through fundamental analysis and a diversified allocation approach tailored to client risk tolerance and objectives.

Alexander Du Four is a financial advisor with The Mather Group, LLC in Chicago, IL. He holds a Series 65 designation and began his advisor career in 2026. Prior to joining The Mather Group, he worked with the Cleveland Cavaliers and has experience in educational and community settings including the University of Dayton, Benet Academy, and Notre Dame Parish. 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 with customized strategies and incorporates AI and machine-learning tools under human oversight in its portfolio and client communications management.

Hugh Ketchie II is a financial advisor at Zacks Investment Management, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at both Zacks Investment Management since 2008 and LBMZ Securities Inc since 2011. 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 stock-ranking model focused on earnings-estimate revisions and offers a range of investment strategies and vehicles, operating across retail, institutional, and third-party channels.

Matthew Hilding is a financial advisor at IHT Wealth Management LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at DWS Distributors, Inc., BlackRock Investments, LLC, and DWS Scudder Distributors. Outside of his advisory role, he is the owner of Hilding Brothers LLC, an entity established to hold an investment in a real estate fund. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools within diversified model portfolios and offers discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 investment adviser representatives.

Nathaniel Feit is a financial advisor with Zacks Investment Management, Inc. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior roles include positions at High Tide Logistics, Glenview House, and the University of Missouri. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, pooled investment vehicles, and institutional clients. The firm combines proprietary quantitative models with qualitative portfolio management across various strategies and manages mutual funds and ETFs, offering retail wealth management and alternative investment approaches.

Danielle Dale is a financial advisor at Zacks Investment Management, Inc. with nine years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Zacks Investment Management since 2017. Prior to that, she was associated with LBMZ Securities, Inc. and Zacks Investment Research. Zacks Investment Management provides discretionary investment management services to individuals, trusts, estates, retirement plans, pooled investment vehicles, and institutional clients. The firm combines proprietary quantitative models with qualitative portfolio management across various strategies and serves as portfolio manager for mutual funds and ETFs.

Matthew Dmytryszyn is a CFA® charterholder with seven years of industry experience. He is currently with Composition Wealth, LLC and previously worked at Telemus Capital, LLC and LaSalle Street Capital Management, LLC. Outside of his advisory role, he serves as Treasurer and board member of Bridge Communities, a nonprofit providing transitional housing to homeless families. Composition Wealth, LLC offers investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, trusts, businesses, and charitable organizations. The firm employs a primarily long-term investment approach using low-cost, diversified funds supplemented by individual securities and independent managers, and manages approximately $9.47 billion in discretionary assets.

Golam Tanzim is a financial advisor at Plante Moran Financial Advisors with one year of industry experience. He holds a Series 65 designation and has previous work experience at Deloitte, Wayne State University, Plante Moran, and Hantz Bank. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a range of private and institutional clients, including high-net-worth individuals, banks, insurance companies, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model and commonly utilizes third-party separate account managers and alternative investments.