Roman Kobrin is a financial advisor at Zacks Investment Management, Inc. based in Chicago, IL, with 14 years of industry experience. He holds the Series 66 credential and has worked at Zacks Investment Management since 2014, alongside a concurrent role at LBMZ Securities, Inc. since 2016. 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 that combines quantitative and qualitative analysis, offering a range of strategies and serving both direct clients and third-party advisers through model portfolios and alternative private funds.

Peter Mc Donnell is a financial advisor at IP Financial Advisory Services LLC with 30 years of industry experience. His prior experience includes roles at Great Point Capital, LLC, Tide Rock Investors LLC, McDonnell Advisory LLC, Springbank, Roth Capital Partners, LLC, Advanced Equities, Inc., and Banc Of America Investment Services, Inc. Outside of advisory work, he serves as Managing Director of The Prime Group Inc., where he develops and maintains partner relationships. IP Financial Advisory Services LLC primarily serves individual retail clients and offers portfolio management, financial planning, consulting, and access to third-party investment managers. The firm emphasizes customized portfolios and employs a range of analytical approaches while focusing on non-high-net-worth investors and retirement plan participants.

Ian Clark is a CFP® professional with 15 years of industry experience. He has worked at Brownson, Rehmus & Foxworth, Inc. since 2022 and previously held positions at Facet Wealth and TIAA. Brownson, Rehmus & Foxworth, Inc. provides personalized, fee-only financial counseling and non-discretionary investment advisory services to individuals, families, trusts, estates, private foundations, and corporate executives. The firm emphasizes customized long-term asset allocation and diversification strategies, with clients retaining final decision authority and trades executed only upon prior written authorization.

Alexander Kneisel is a financial advisor at Chicago Partners Investment Group LLC with Series 63 and Series 65 credentials. He has prior experience at Dell Technologies and BMO Financial Group, with a total of no industry experience as a financial advisor. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, not-for-profit plans, endowments, corporations, and family offices. The firm employs a long-term, diversified, asset-allocation approach using fundamental analysis and quantitative optimization across a range of investment strategies including mutual funds, ETFs, and structured notes.

Kim Suchy is a financial advisor at Ausdal Financial Partners, Inc. with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors and Optimum Investment Advisors. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in assets. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations through a network of approximately 152 advisors.

Thomas Boggess is a financial advisor at First Advisors National, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research and ProEquities, Inc. Boggess also practices law as an attorney and principal of the Law Office of T. Phillip Boggess and serves as chapter president of the Society for Financial Awareness. Additionally, he provides business consulting through TPB Ventures, Ltd., focusing on college planning and small business operations. First Advisors National serves primarily individual clients, including ERISA plan participants, offering investment management, asset allocation advice, and retirement plan consulting. The firm employs tactical and strategic asset allocation approaches and monitors third-party money managers to implement client strategies.

Courtney Fuller is a financial advisor at The Mather Group, LLC with 11 years of industry experience. She previously worked at Ameriprise and Ameriprise Financial Services, Inc. From her outside activities, she serves on the Board of Directors of Fuller Tome. 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 utilizes an evidence-based investment approach with customizable portfolio options and incorporates AI and machine-learning tools alongside human oversight.

Emil Mokhtarian is a CFP® with 28 years of industry experience, currently serving as an advisor at IHT Wealth Management LLC since 2017. His prior experience includes roles at Wells Fargo Clearing, Merrill, Banc of America Investment Services, Inc., and LaSalle Financial Services, Inc. based in Chicago, IL. IHT Wealth Management serves individuals, including high-net-worth clients, as well as corporate and institutional entities and retirement plan sponsors. The firm offers discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services through a network of investment adviser representatives utilizing a disciplined investment process that incorporates fundamental value screening, quantitative optimization, and tactical strategies.

Susan Shacklette is a Series 65-licensed financial advisor at Brownson, Rehmus & Foxworth, Inc. in Chicago, IL, with 18 years of industry experience. She has been with the firm since 2007. Brownson, Rehmus & Foxworth, Inc. provides personalized, fee-only financial counseling and non-discretionary investment advisory services to individuals, families, trusts, estates, private foundations, qualified retirement plans, and senior corporate executives. The firm emphasizes a thorough discovery process and customized long-term asset allocation strategies, focusing on broad diversification and client-directed trade execution.

Daniel De Riso is a CFP® and CFA® affiliated with Advisors Capital Management, LLC, based in Chicago, IL, with one year of industry experience. Before joining the firm, he worked at ABCO Peerless Sprinkler Co and attended Villanova University. Outside of his advisory role, he owns RG Entertainment, LLC, an online product sales business active on social media platforms such as TikTok Shop. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and intermediary clients, providing discretionary portfolio management through customized private accounts, model strategies, and self-directed brokerage solutions. The firm combines macroeconomic analysis with fundamental, quantitative, and qualitative research across various asset classes and manages over $8 billion in discretionary assets, supporting a large network of advisors and clients.

Samuel Mercer is a financial advisor at The Mather Group, LLC in Chicago, IL, holding a Series 65 license with one year of industry experience. His prior work includes roles outside the financial sector, such as positions in culinary services and grounds management. The Mather Group primarily 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 customizable strategies, including direct indexing and ESG portfolios, and integrates AI tools with human oversight in its processes.

Daniel Stringfellow is a financial advisor at VestGen Advisors, LLC in Chicago, IL, holding a Series 66 designation and with one year of industry experience. His prior roles include positions at Rothchild Investment LLC and Private Client Services. Outside of his advisory work, he is involved with Starterbox Studios. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationships with centralized portfolio construction, utilizing third-party managers and affiliated funds as part of its service offerings.

Jerrick Tran is an advisor at Sequent Planning, LLC based in Chicago, IL, holding a Series 66 designation with one year of industry experience. Prior to joining Sequent Planning, he was associated with JDTrust Wealth Partners, Lenox Advisors, and MML Investors Services, as well as MassMutual Life Insurance Co. Sequent Planning, LLC operates as an SEC-registered investment adviser serving individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm utilizes a structured risk framework and offers a combination of firm-developed models, third-party managers, and customized allocations through a network of investment adviser representatives.

Joseph Mc Dermott is a CFA® charterholder with 23 years of industry experience, currently serving at Curi Capital, LLC. He has held roles at multiple firms, including Foreside Fund Services and Aviva Investors Americas. Mc Dermott also acts as Chief Compliance Officer for Curi RMB Capital, LLC, where he oversees compliance and risk management. 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 variety of strategies and investment vehicles.

Matthew Grennell is a financial advisor at Chicago Partners Investment Group LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Chicago Partners since 2017. His prior roles include positions at Retirewise CFP, Podiatry Success Today, and Adaptive Consulting Solutions. Chicago Partners Investment Group serves a broad range of clients, including individuals, trusts, endowments, corporations, and not-for-profit plans. The firm offers portfolio management, financial planning, retirement services, and family-office reporting, employing a long-term, diversified investment approach that includes fundamental analysis, direct indexing, and tax-loss harvesting.

Alexander Wright is an advisor at SpiderRock Advisors, LLC based in Chicago, IL. He holds Series 63 and Series 66 licenses and has one year of industry experience. His prior experience includes roles at BlackRock Investments and Boston Consulting Group. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to a diverse client base, including institutional investors and high-net-worth individuals. The firm employs systematic, rules-based processes combined with quantitative and fundamental analysis to manage option-based hedges and overlays, operating through proprietary software and real-time risk monitoring.

Stephanie Jajtner is a financial advisor at Curi Capital, LLC with 17 years of industry experience. She holds a Series 65 designation and has worked at Curi Capital since 2017, following 14 years at Jacobus Wealth Management, Inc. 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’s investment approach focuses on long-term, fundamentally driven processes applied across multiple investment vehicles, including separately managed accounts, model portfolios, mutual funds, and private funds.

Freddie Blumenfeld is a financial advisor with Latitude Advisors, LLC in Skokie, Illinois, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Latitude Advisors since 2010 and also has a long-standing role at Pawlan Blumenfeld Miscinski & Assoc Ltd, where he is involved in accounting and tax return services. Additionally, he works as an independent insurance agent with a focus on life and health insurance. Latitude Advisors serves a diverse client base, including individuals, high-net-worth clients, and institutional entities, offering financial planning, discretionary portfolio management, and pension consulting. The firm uses valuation-driven and momentum-based multi-asset model strategies, combining in-house and third-party approaches, and emphasizes continuous monitoring and rebalancing of client portfolios.

Elizabeth Niemenski is a financial advisor at Plante Moran Financial Advisors with one year of industry experience. She holds a Series 65 designation and has worked previously at Ameriprise Financial Services and in various other roles including at Michigan State University and Jewish Senior Life. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual households, institutional clients, and sovereign wealth funds. The firm’s investment approach combines fundamental, technical, and cyclical analysis with a proprietary equity market valuation model and frequently utilizes third-party separate account managers and alternative investments.

Melissa Moser is a financial advisor at Centennial Securities Company, Inc. in Chicago, IL, with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at B. Riley Wealth Advisors, B. Riley Wealth Management, and Merrill. Centennial Securities provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, high-net-worth clients, corporate pension plans, trusts, foundations, and other entities. The firm’s investment advice is delivered through its advisor representatives using a combination of fundamental and technical analysis, strategic asset allocation, and various proprietary and third-party models.