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.

Robert Burns is a financial advisor at IHT Wealth Management LLC in Chicago, IL, with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones for 12 years before joining IHT Wealth Management in 2026. IHT Wealth Management serves individual, corporate, and institutional clients, offering discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm uses a combination of proprietary model portfolios, third-party managers, and a disciplined investment process that includes fundamental value screening and quantitative optimization.

Jennifer Shepard is a financial advisor at Curi Capital, LLC in Chicago, IL, holding the CFP®, CFA®, and Series 63 designations with 19 years of industry experience. Her career includes roles at Curi RMB Capital, Altair Advisers, United Capital Financial Advisers, and Integrated Financial Management Inc. Curi Capital offers wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm emphasizes a long-term, fundamentally driven investment approach across a variety of strategies and structures, including separately managed accounts and private funds.

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 credential and previously worked for 15 years at Promus Capital. Cooper serves on the advisory committees of 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 combines traditional equity and fixed-income strategies with alternative and private-market allocations, and provides services including investment management, financial planning, and multi-family office offerings.

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.

Elliott Vaughn is a CFP® professional with 11 years of industry experience. He is currently with IHT Wealth Management LLC and has prior experience at LPL Financial, LLC, and Prairie Sky Financial Group, LLC. Vaughn is based in Chicago, IL. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, providing discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm uses fundamental value screening, quantitative optimization, and tax-efficient strategies to tailor portfolios to clients’ objectives and risk tolerances.

Eric Fasse is a financial advisor at Northern Trust Securities, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Cabrera Capital Partners, Cabrera Capital Markets, and American Trust Investment Services. Northern Trust Securities, Inc. provides investment advisory and model-based managed account services to high-net-worth individuals and institutional clients, utilizing a model-driven approach that combines proprietary mutual funds and ETFs with third-party managers. The firm is affiliated with a large banking holding company, offering custody and broker-dealer services alongside its advisory programs.

Connor Garrigus is a financial advisor with Chicago Partners Investment Group LLC holding a Series 65 designation. He joined the firm in 2026 and previously held positions related to education at Wake Forest University and Loyola Academy. He has no prior industry experience before joining Chicago Partners Investment Group. Chicago Partners Investment Group LLC provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, trusts, not-for-profit plans, endowments, corporations, and other business entities. The firm employs a long-term, diversified, asset-allocation oriented investment approach that incorporates fundamental analysis and quantitative optimization across various asset classes including mutual funds, ETFs, direct indexing, and fixed income.

Paul Kaczmarczyk is a financial advisor with VestGen Advisors, LLC in Chicago, IL, holding a Series 66 designation and 19 years of industry experience. He has been with VestGen Advisors since 2026 and concurrently associated with World Equity Group since 2010. Outside of advisory work, he serves as treasurer for the Schaumburg Athletic Association United Soccer Club, a nonprofit youth soccer organization. VestGen Advisors provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationships with centralized portfolio construction and utilizes third-party managers and proprietary strategies to serve a diverse client base, including other advisers and institutional entities.

John Zielinski is a CFA® charterholder with 21 years of industry experience, currently serving as a financial advisor at VestGen Advisors, LLC since 2025. His prior roles include positions at Optimum Investment Advisors, William Blair, Capital Guardian Trust Company, and Neuberger Berman. Outside of financial services, he manages several LLCs involved in farming operations in Illinois, Indiana, and Michigan. VestGen Advisors provides investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, and institutional entities. The firm combines advisor-level client relationships with centralized portfolio construction, utilizing third-party managers and proprietary strategies, and manages approximately $6.66 billion in assets.

Ilhwa Lee is a CFA® charterholder based in Chicago, IL, with nine years of industry experience. She has worked at RMB Capital Management LLC since 2017 and previously spent one year at Crystal Rock Capital Management. Lee is currently affiliated with Curi Capital, LLC. 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 various account types and investment vehicles.

Maher Harb is a financial advisor at Curi Capital, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RMB Capital Management since 2008. Outside of his advisory role, he supports his family’s business operations as an officer and authorized signor on several corporations and LLCs related to bars and cafes in the Chicagoland area, though he is not compensated for this work. 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 using bottom-up equity analysis and relative-value fixed income strategies across various portfolio structures.

Daniel Riesmeyer is a CFP® professional with 14 years of industry experience, currently affiliated with IHT Wealth Management LLC since 2017 and associated with LPL Financial since 2012. He is based in Chicago, IL, and holds Series 63 and Series 65 licenses. IHT Wealth Management serves individuals, including high-net-worth clients, as well as corporate and institutional entities and retirement plan sponsors. The firm offers a range of services including discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements, employing a structured investment process that integrates value screening, quantitative optimization, and periodic rebalancing.

William Edwards Jr. is a financial advisor with Realta Investment Advisors, Inc. in Chicago, IL, holding Series 65 and Series 63 credentials and bringing four years of industry experience. His prior work includes roles at Zacks Investment Management and LBMZ Securities, with a lengthy background extending to Nylife Securities and Zacks Investment Research. Realta Investment Advisors serves individuals, high-net-worth clients, pension and profit-sharing plans, and various institutional clients through discretionary and non-discretionary investment advisory services and financial planning. The firm focuses on personalized advice and employs diversified asset allocation strategies across multiple investment vehicles, supported by in-house management and third-party platforms.