Nikki Walton is a financial advisor with IHT Wealth Management LLC in Chicago, IL, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. Her prior roles include positions at LPL Financial LLC, Plexus Financial Services, and StanCorp Equities. In addition to advisory work, Nikki is involved in mortgage and real estate services. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, providing discretionary asset management, financial planning, ERISA consulting, and outsourced CIO services. The firm combines fundamental and quantitative investment approaches and offers access to third-party managers and custodial platforms through a network of investment adviser representatives.

George Watson is a financial advisor at Royal Fund Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and is a licensed attorney in Illinois, though he is not currently practicing law. In addition to his advisory role, he owns North Shore Estate Docs, a software sales business. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies tailored to clients’ risk tolerances and offers specialized services such as options writing and access to select non-traded REITs.

Constance Etter is a financial advisor at Centennial Securities Company, Inc. with 20 years of industry experience. She holds the Series 66 designation and has worked at Centennial Securities since 2019, previously working at Wunderlich Securities, Inc. since 2013. Centennial Securities Company, Inc. is a multi-team firm managing approximately $1.15 billion in assets and serving individuals, trusts, retirement plans, foundations, and other entities. The firm offers customized investment management and financial planning services, utilizing both fundamental and technical analysis across a range of investment vehicles.

Phillip Shaw is a CFP® professional with 12 years of industry experience, currently affiliated with RFG Advisory, LLC. His prior roles include positions at GoldStone Financial Group and Money Managers Advisory. He is also a licensed insurance agent offering life and fixed annuity sales. RFG Advisory provides investment advisory and planning services to a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm’s investment approach emphasizes discretionary portfolio management using model strategies, third-party platforms, and sub-advisory services, with a noted focus on serving unique client segments and integrating insurance products.

Jon Petersen is a CFP® professional with one year of experience, currently serving at Core Planning in Chicago, IL. He is also the owner and writer of Novelinvestor.com, a personal finance and investment blog he has maintained since 2010. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

Sean Greene is a financial advisor at Plante Moran Financial Advisors with a Series 65 credential and no prior industry experience. His background includes multiple roles at Bryn Mawr Country Club and education at the University of Illinois Urbana-Champaign. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including individuals, institutional investors, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment approach and offers both discretionary and non-discretionary portfolio management.

Robert Geller is a financial advisor at Arete Wealth Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Securities America Advisors and Primerica. Outside of advisory roles, he also provides life insurance and annuities services through Personal Financial Strategies, Inc. Arete Wealth Advisors offers investment advisory and financial planning services to a diverse client base, including individuals, pensions, trusts, and charitable organizations. The firm employs a combination of advisor-driven and proprietary model-based portfolio management and integrates affiliated financial businesses and product channels into its offerings.

Rafia Hasan is a CFP®, CFA®, and holds a Series 66 license with 11 years of industry experience. She is currently with Perigon Wealth Management, LLC and has previously worked at Wipfli Financial Advisors, LLC and Hewins Financial Advisors LLC. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often delegating day-to-day management to independent managers while maintaining oversight and conducting regular reviews.

Trisha Vergeire is a financial advisor with Northern Trust Securities, Inc. She holds Series 66 and Series 63 licenses and has five years of industry experience. Her prior roles include positions at Robinhood Markets, Inc., JPMorgan Chase Bank NA, and Ameriprise Financial. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer that provides discretionary portfolio management for high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven investment solutions including Separately Managed Accounts and Strategist UMAs, combining advisory, brokerage, and custody services.

Dario Kerkez is a financial advisor with IHT Wealth Management LLC based in Chicago, IL. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. Prior to joining IHT Wealth Management in 2018, he worked at firms including LPL Financial, Private Advisor Group, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Outside of his advisory role, he is involved in soliciting health insurance and Medicare supplement plans. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative tools to manage diversified portfolios that include ETFs, mutual funds, fixed income, and option strategies, supported by discretionary asset management and financial planning services.

Patrick Stimson is a CFP® with 13 years of industry experience currently with Curi Capital, LLC in Chicago, IL. His prior experience includes roles at RMB Capital Management LLC, RMB West, LLC, and Ameriprise. 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, high-net-worth, and institutional clients using a long-term, fundamentally driven investment approach across multiple strategies and account types.

Nicole Meihofer is a Series 66-credentialed financial advisor with 12 years of industry experience. She is currently with IHT Wealth Management LLC and has previously worked at Aurelien Capital Partners LLC, Annie & Oliver, LLC, Fort Point Capital Partners LLC, and Merrill. Meihofer is also licensed as an insurance agent. IHT Wealth Management serves individuals, including high-net-worth clients, corporate and institutional entities, and retirement plan sponsors with discretionary asset management, financial planning, and ERISA plan consulting among other services. The firm employs a proprietary investment process combining fundamental value screening, quantitative optimization, and periodic rebalancing, and offers tailored portfolios through a network of investment adviser representatives.

Gregory Karolich Jr. is a financial advisor at Zacks Investment Management, Inc. with 13 years of industry experience. He holds a Series 66 designation and has worked at Zacks Investment Management since 2012, also having experience with LBMZ Securities, Inc. since 2023. 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 centered on earnings-estimate revisions and offers a broad range of strategies and investment vehicles, while also serving as a model provider to other advisers and managing high client density alongside a substantive wholesaling and model business.

Elliot Salrin is a financial advisor with Zacks Investment Management, Inc., holding a Series 65 designation and four years of industry experience. He has been with Zacks Investment Management since 2020, following roles at Pepsi Mid America, Pinch Penny Liquors, Papa Johns, Victoria Secret, and Southern Illinois University - Carbondale. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, and institutional clients, serving as portfolio manager for mutual funds and ETFs. The firm combines proprietary quantitative models with qualitative portfolio management across various strategies and offers retail wealth management, alternative investments, and model portfolios.

James Burke is a financial advisor with Chicago Partners Investment Group LLC, holding a Series 65 designation and six years of industry experience. He previously operated Burke Trading for ten years before joining Chicago Partners in 2018. Chicago Partners Investment Group LLC serves a diverse client base, including individuals, trusts, nonprofits, and corporations, offering portfolio management, financial planning, retirement services, and family-office reporting. The firm employs a long-term, diversified investment approach using fundamental analysis and offers customized portfolios with strategies such as direct indexing and tax-loss harvesting.

Scott Kessler is a financial advisor with B. Riley Wealth Advisors, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Noyes Advisors LLC and B. Riley Wealth Management. Kessler is also a licensed insurance agent involved in fixed insurance sales through B. Riley Wealth Insurance. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a variety of advisory programs, financial planning, and retirement solutions.

Jeffrey Haskin is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding a Series 66 designation with 18 years of industry experience. He has been with Zacks Investment Management since 2008. Zacks Investment Management provides discretionary portfolio management to a diverse client base including individuals, trusts, retirement plans, charitable and corporate entities, and institutional investors. The firm employs a proprietary investment process based on quantitative and qualitative analysis and serves both direct clients and third-party advisers through a range of strategies and investment vehicles.

Amy Parks is a CFP® with 14 years of industry experience. She has worked at The Mather Group, LLC since 2019 and was previously with Dimensional Fund Advisors for seven years. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering integrated financial planning, investment management, tax and estate planning, and family office services. The firm uses an evidence-based investment approach with risk-based allocation models and customizable portfolio options.

Ben Niu is a CFA® charterholder based in Chicago, IL, with nine years of industry experience. He has worked at RMB Capital Management LLC since 2017 and previously spent seven years at IronBridge Capital Management, LP. He is an advisor at Curi Capital, LLC, a multi-team firm serving individuals, high-net-worth clients, and institutional clients including plan sponsors and private funds. The firm employs a long-term, fundamentally driven investment approach across a range of managed accounts and investment vehicles.

Brian Sheehy is a financial advisor at Maridea Wealth Management with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial LLC and World Equity Group, Inc. He is also licensed as an insurance agent, specializing in term and long-term care insurance. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing nearly $2 billion in assets across a 33-advisor team. The firm focuses on diversified, tax-aware portfolios using low-cost mutual funds and ETFs, and incorporates AI tools and formal consent protocols to coordinate investment, tax, and insurance planning.