Jonathan Nickow is a CFP® and CFA® with eight years of industry experience. He has been with Summit Trail Advisors, LLC since 2016 and is also associated with Summit Trail Securities, LLC. In addition to his advisory role, he serves in various capacities for certain client trusts affiliated with the investment adviser. Summit Trail Advisors serves a diverse client base including individuals, families, charitable organizations, corporate entities, trusts, estates, and institutional retirement plans. The firm employs an open-architecture investment approach focused on asset allocation, investment selection, and portfolio construction, utilizing a range of investment vehicles and ongoing manager due diligence.

Mark Fleming is a CFP® with eight years of industry experience, currently serving as a financial advisor at Compass Financial Management LLC. His prior roles include positions at Paradigm Wealth Management, Sentinus, LLC, and Topel Formon LLC. He holds limited partnership interests in real estate developments inherited from his family. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates, providing discretionary portfolio management and retirement plan consulting. The firm employs a multi-disciplinary investment approach combining fundamental, technical, charting, and cyclical analysis across various asset classes.

David Hennings is a financial advisor with StoneX Advisors Inc. in Oak Park, IL, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with StoneX Advisors since 2015 and StoneX Securities since 2014. Outside of his advisory role, he serves as assistant treasurer for the Cedar Point Parks Association homeowners association. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services. The firm utilizes a combination of independent advisors, in-house teams, and multiple account structures to implement investment strategies through proprietary and third-party managers.

Cody Dunifon is a CFP® with six years of industry experience, currently advising at The Mather Group, LLC since 2020. Prior to joining The Mather Group, he worked at Altair Advisors for four years. 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 featuring risk-based allocation models and tax-synchronized portfolio construction, with options for customization such as direct indexing and ESG portfolios.

David Meyers is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding a Series 65 designation with 10 years of industry experience. He has been with Zacks Investment Management since 2014. Zacks Investment Management provides discretionary portfolio management to a diverse client base including individuals, trusts, retirement plans, and institutional investors. The firm combines quantitative and qualitative analysis using proprietary stock-ranking models and offers a wide range of investment strategies alongside model portfolios and alternative private funds.

William Murray is a CFA® charterholder with five years of industry experience, currently serving at Chicago Partners Investment Group LLC since 2020. Prior to this, he worked at Chicago Equity Partners for 26 years. Chicago Partners Investment Group LLC advises a diverse client base, including individuals, trusts, not-for-profit plans, endowments, and corporations. The firm employs a long-term, diversified investment approach, utilizing fundamental analysis to build customized portfolios and offering a range of services such as portfolio management, financial planning, and retirement plan consulting.

Angelica Vukobratovich is a financial advisor at Belpointe Asset Management LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cetera, Marquette Bank, Fifth Third Bank, and MB Financial Bank. Angelica also operates as an independent insurance agent, selling life, disability, and long-term care insurance. Belpointe serves a diverse client base, including individual investors, retirement plans, and corporations, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs customized portfolio strategies ranging from passive to active and tactical, combining internal management with third-party managers when appropriate.

Mitchell Dudley is a financial advisor with Kinetic Investment Management, Inc., holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Kinetic, he worked in various roles including sales consulting and positions at SWYFT Solutions and Tegus. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities by providing portfolio management, financial planning, and sub-advisory services. The firm employs diverse analytical methods and a primarily long-term trading approach, offering access to a broad range of asset types, including higher-risk investments when appropriate.

Scott Sprandel is a financial advisor at Zacks Investment Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at both Zacks Investment Management since 2013 and Lbmz Securities, Inc. since 2015. Zacks Investment Management provides discretionary portfolio management services 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 and serves as both a direct manager and a provider of indices, models, and alternative private funds across multiple distribution channels.

Kasey Reed is a financial advisor with Ausdal Financial Partners, Inc. in Arlington Heights, IL, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. She has worked at Alberts Wealth Advisors, LLC since 2017 and has been with Ausdal Financial Partners since 2016. Outside of her advisory role, Reed is a partner and owner at Alberts Wealth Advisors, where she provides financial planning solutions including life and health insurance. 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 offers investment advisory programs, retirement plan services, and financial planning to a diverse clientele, delivering strategies through discretionary and non-discretionary accounts that include mutual funds, ETFs, equities, fixed income, and alternative products.

Nicholas Demetral is a financial advisor at Zacks Investment Management, Inc., holding a Series 66 designation with one year of industry experience. His prior roles include positions at Raymond James Financial and Raymond James Financial Services, Inc., as well as employment at Greystone Golf Club & Banquet. Zacks Investment Management provides discretionary investment management to a range of clients including individuals, trusts, retirement plans, and institutional investors, using proprietary quantitative models combined with qualitative portfolio management across various strategies. The firm also manages affiliated mutual funds and ETFs and distributes strategies through multiple account platforms.

Timothy Pennino is a CFA® and holds a Series 65 license with five years of industry experience. He has worked at Chicago Partners Investment Group LLC since 2018 and was previously employed at Heidrick & Struggles for four years. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, endowments, corporations, and other entities, offering family office and retirement-plan consulting. The firm employs a long-term, diversified, asset-allocation investment approach that integrates fundamental analysis with quantitative optimization across various asset classes and strategies.

Andrew Duffy is a financial advisor at McAdam LLC with three years of industry experience. He holds the Series 65 designation and has worked at McAdam LLC since 2022, following brief roles at Raymond James Branch. Outside of finance, he has experience in the food service industry and various community roles. 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 through fundamental analysis and a range of investment vehicles tailored to client objectives.

Edward Yee is a financial advisor with Northern Trust Securities, Inc. in Chicago, IL, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with Northern Trust Securities since 2004. 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 through discretionary portfolio management and model-driven investment programs that include Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs.

Patrick Simoncic is a financial advisor at The Mather Group, LLC with one year of industry experience. He holds the Series 65 designation and has prior work experience including roles at EHM and Old Warson Country Club, as well as entrepreneurial involvement with Sugos Spaghetteria. 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 employs an evidence-based investment approach with customized portfolio options and utilizes third-party AI and machine-learning tools alongside human oversight.

Ryan Quinn is a CFP® professional with three years of industry experience, currently serving as a financial advisor at The Mather Group, LLC in Chicago, IL. He has been with The Mather Group since 2020. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering financial planning, investment management, tax and estate planning guidance, and family office services. The firm follows an evidence-based investment approach with customized risk-based allocation models and incorporates AI and machine-learning tools alongside human oversight.

John Johnson is a CFP® professional with 16 years of industry experience, currently serving at Plante Moran Financial Advisors since 2001. He has also been associated with Plante Moran, PLLC since 2009. Outside of his advisory role, he is involved in a family racehorse operation, managing purchase, selection, and selling decisions. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individuals, charitable organizations, corporations, and trusts. The firm emphasizes strategic asset allocation, written investment policy statements, and manager selection, managing a majority of its assets on a non-discretionary basis in collaboration with clients.

Ying Huang is a CFP® professional with 13 years of industry experience, currently advising at The Mather Group, LLC since 2021. Prior to this, she spent two years at Treybourne Wealth Planners and eight years at Private Vista, LLC (formerly Financial Strategy Network, LLC). The Mather Group 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 diversified risk-based allocation models and offers customized portfolio solutions including ESG factor portfolios and concentrated stock management.

Alexander Insley is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with Zacks Investment Management since 2009. Zacks Investment Management provides discretionary portfolio management to a diverse client base including individuals, trusts, estates, retirement plans, charitable and corporate entities, and institutional investors. The firm employs a proprietary investment process combining quantitative and qualitative analysis, and operates across retail, institutional, and third-party distribution channels with a mix of direct management and model licensing.

Daniel Moore is a financial advisor at Brighton Jones LLC in Chicago, holding the CFP® designation and Series 66 license with 14 years of industry experience. Prior to joining Brighton Jones in 2025, he worked at Savvy, TIAA CREF Individual & Institutional Services, and Fidelity in various advisory roles. Brighton Jones serves high-net-worth individuals, families, retirement plan sponsors, and charitable organizations, offering comprehensive wealth management services including financial planning, discretionary investment management, tax preparation, and access to private investment opportunities through a holistic, balance-sheet approach.