Joanne Woiteshek is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Her career includes prior roles at Brooklight Place Securities, Fortune Financial Services, and Interactive Financial Advisors. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients, offering portfolio management, financial planning, and retirement consulting through various advisory programs and a combination of discretionary and non-discretionary services.

Patrick Thiel is a financial advisor at Curi Capital, LLC in Chicago, IL, holding a Series 65 designation with six years of industry experience. His prior roles include positions at KerberRose Wealth Management, Ehlers Investment Partners, Piper Sandler, and several companies outside the financial sector. 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 individual and high-net-worth clients as well as institutional clients, employing a long-term, fundamentally driven investment approach across a variety of account types and strategies.

Louise Harrison is a financial advisor with Northern Trust Securities, Inc. She holds a Series 66 credential and has one year of industry experience. Prior to joining Northern Trust Securities, Ms. Harrison held positions at Bank of America, Merrill, Aon, and worked in various roles including at Starbucks and Hillel International. 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 a model-driven approach that includes Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs delivered via the Fidelity Managed Account Xchange platform.

William Davis is a financial advisor with RWA Wealth Partners in Chicago, Illinois. He holds the Series 65 designation and has previously worked at BMO N.A., Loyola Quinlan School of Business’s Next Generation MBA Program, and Total Quality Logistics. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans by providing investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm employs a strategic asset allocation approach supported by an open-architecture platform and combines fundamental and quantitative methods in certain internally managed strategies.

Benjamin Carlson is a financial advisor at Arete Wealth Advisors, LLC with 23 years of industry experience. He holds the Series 66 designation and has worked previously at Brighthouse Securities, LLC and METLIFE Investors Distribution Company. Outside of his advisory role, Carlson serves as an alpine ski coach during the winter months. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm manages assets primarily on a discretionary basis, using both advisor-driven and proprietary rule-based model allocations, and integrates its services with affiliated financial businesses and product channels.

Ailun Shen is a CFP® with four years of industry experience, currently serving as a financial advisor at The Mather Group, LLC since 2026. Prior to this, Shen worked at Mediqus Asset Advisors and Ausdal Financial Partners, INC. 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 employs an evidence-based investment approach with customized portfolio options and integrates AI and machine-learning tools alongside human oversight in its processes.

Mitchell Conley is a financial advisor at Zacks Investment Management, Inc. He holds the Series 65 and Series 63 designations and has seven years of industry experience. His work history includes roles at LBMZ Securities, Inc., Zacks Investment Management, The Kenrich Group, and Loyola University Chicago. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, and institutional clients while serving as portfolio manager to mutual funds and ETFs. The firm’s investment process combines proprietary quantitative models with qualitative portfolio management across various strategies and distributes its offerings through multiple program platforms.

James Thornton is a financial advisor at VestGen Advisors, LLC with 20 years of industry experience. His prior roles include positions at Merrill Lynch, Bank of America, and Credit Suisse. Outside of finance, he is involved as a coach with the NFL in a field compliance capacity. 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 relationship work with centralized portfolio construction and serves a diverse client base including other investment advisers, institutions, and government entities.

Ryan Kennedy is a CFA® charterholder with 14 years of industry experience, currently serving at Curi Capital, LLC. He previously worked at RMB Capital Management LLC for 10 years and held roles at Morgan Stanley and Morgan Stanley & Co. LLC. Curi Capital offers wealth management, investment management, and retirement plan consulting services to individuals, high-net-worth clients, and institutional clients. The firm employs a long-term, fundamentally driven investment approach across various strategies and provides both discretionary and non-discretionary portfolio management.

Andrew Tennent is a financial advisor with B. Riley Wealth Advisors, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at B. Riley Wealth Advisors and B. Riley Wealth Management since 2011 and previously spent 20 years with National Securities Corp. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers various programs and financial services and manages approximately $4.21 billion in client assets through about 173 advisors.

Vincent Barone is a financial advisor at Aaron Wealth Advisors with nine years of industry experience. He holds the Series 66 designation and has worked at Aaron Wealth Advisors since 2019, following three years at Wells Fargo Clearing. Aaron Wealth Advisors serves high-net-worth and institutional clients, including business owners, entrepreneurs, and multi-generational families. The firm provides discretionary and non-discretionary portfolio management, using an outsourced platform to access third-party managers while maintaining client advisory relationships, and offers option overlay strategies alongside standalone financial consulting engagements.

John Smith is a financial advisor with Northern Trust Securities, Inc. in Chicago, IL, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with Northern Trust Securities since 2017, following a one-year tenure at Price Technology. Northern Trust Securities, Inc. is a multi-team firm offering discretionary portfolio management primarily to high-net-worth individuals, retail investors, and institutional clients. The firm delivers model-driven investment solutions, including Separately Managed Accounts and Strategist Portfolios, through the Fidelity Managed Account Xchange platform.

Nicholas Punzio is a financial advisor with VestGen Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Fidelity, LPL Financial, Wells Fargo Clearing, and Edward Jones. He is currently also a Registered Representative with Private Client Services. 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 relationship work with centralized portfolio construction, including the use of third-party managers and proprietary funds, serving a diverse client base that includes other advisers, institutions, and government entities.

Adam Saltzman is a CFP® with 24 years of industry experience, currently serving at Northern Trust Securities, Inc. in Skokie, IL, where he has worked since 2003. He holds a Series 63 license and has spent his entire career at Northern Trust Securities. Northern Trust Securities, Inc. is a multi-team SEC-registered investment adviser and FINRA-registered broker-dealer that provides discretionary portfolio management primarily for high-net-worth individuals, retail investors, and institutional clients. The firm uses a model-driven approach with portfolios that include proprietary and third-party funds, offering advisory, brokerage, and custody services through a wrap fee program.

Christopher Lynn is a Series 65-licensed advisor with Integrated Advisors Network LLC, based in Oak Park, IL, and has 20 years of industry experience. He has operated under the DBA JC Investment Management since 2005. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm uses a range of investment approaches and third-party sub-adviser platforms to implement client plans, emphasizing portfolio management, financial planning, and related consulting services.

Sandra Hernandez is a financial advisor at Northern Trust Securities, Inc. in Chicago, IL, with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Robinhood Markets, Inc., Robinhood Financial, LLC, and TD Ameritrade. Northern Trust Securities, Inc. is a multi-team firm serving high-net-worth individuals, retail investors, and institutional clients with discretionary portfolio management through a wrap fee program. The firm employs a model-driven approach, offering portfolios that combine proprietary and third-party products, and provides brokerage and custody services supported by its affiliation with Northern Trust Corporation.

Matthew Zivick is a financial advisor at IHT Wealth Management LLC in Chicago, IL, holding a Series 66 designation with 17 years of industry experience. He has been with IHT Wealth Management and LPL Financial since 2014. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach combining fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, ERISA consulting, and access to third-party managers through a network of approximately 153 advisors.

Danny Delgado is a financial advisor with Silver Oak Securities, Inc. in Chicago, IL. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. His prior experience includes roles at B. Riley Wealth Management, National Securities Corp, and Purshe Kaplan Sterling Investments. Silver Oak Securities serves a diverse client base, including individuals, pension plans, corporations, and trusts, managing approximately $2.4 billion in discretionary assets through about 101 financial professionals. The firm offers a range of advisory programs that blend discretionary investment management with operational features like ongoing model monitoring and automatic investment processes.

John Mc Cadd is a financial advisor at Northern Trust Securities, Inc. with four years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Jacobson Group, Randstad USA, and Horace Mann. 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 with discretionary portfolio management through a model-driven wrap fee program. The firm offers a range of separately managed accounts and strategist portfolios implemented via the Fidelity Managed Account Xchange platform, combining advisory, brokerage, and custody services with proprietary and third-party investment products.

Harold Leavell III is a CFP® and holds a Series 65 license with 23 years of industry experience. He has been with Brownson, Rehmus & Foxworth, Inc. since 2005 and previously worked at Ernst & Young Investment Advisers LLP from 2003 to 2005. Based in Chicago, IL, he is part of a 17-advisor firm. Brownson, Rehmus & Foxworth is a fee-only, federally registered investment adviser serving individuals, families, trusts, estates, private foundations, endowments, qualified retirement plans, and senior corporate executives. The firm emphasizes personalized financial counseling and non-discretionary advisory services with a focus on long-term, diversified asset allocation and client-directed decision-making.