Kinsey Hagedorn is a financial advisor at Chicago Partners Investment Group LLC with one year of industry experience. She holds a Series 65 designation and previously worked in education at the University of Kansas and New Trier High School. Chicago Partners Investment Group advises a diverse client base, including individuals, trusts, not-for-profit plans, and corporations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan services. The firm employs a long-term, diversified investment approach utilizing fundamental analysis and customized portfolios, and is notable for sponsoring affiliated pooled investment vehicles and serving insurance company clients.

Lynn King is a financial advisor at Sapient Capital LLC in Chicago, holding a Series 66 designation with five years of industry experience. Prior to joining Sapient Capital in 2026, King worked for Morgan Stanley for six years and New York Life Insurance for four years. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm uses a long-term investment approach combining fundamental and technical analysis to build diversified portfolios and acts as a fiduciary under ERISA/IRC standards.

Matthew Talowski is a financial advisor at Curi Capital, LLC in Chicago, IL, holding a Series 65 credential. He has been with Curi Capital since 2024, with prior experience at RBC Wealth Management and JSM Living. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, employer retirement plans, institutions, and family offices. The firm employs a long-term, fundamental investment approach and offers a range of services including wealth management, retirement plan solutions, and specialized products for medical professionals.

Mark Karstrom is a financial advisor with Fourstar Wealth Advisors, LLC, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Noyes Advisors LLC and David A. Noyes & Company. Karstrom is also associated with Realta Equities, Inc. and Realta Investment Advisors. Fourstar Wealth Advisors provides investment management, comprehensive financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm manages portfolios primarily on a discretionary basis, using both fundamental and technical analysis, and offers tailored wealth management solutions.

Gilberto Arias Jr. is a financial advisor with Capital Analysts, holding a Series 66 license and over 23 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2007. Outside of advisory work, he serves as Vice President and Secretary of a nonprofit condominium association and holds leadership roles in cooperative real estate management. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management through various programs and advisory services. The firm’s investment decisions are guided by an in-house research team using proprietary screening processes, with a business model that supports advisors in offering complementary outside activities alongside advisory services.

Olivia Venezia is a financial advisor at SpiderRock Advisors, LLC with three years of industry experience. She holds a Series 66 designation and has worked at BlackRock and Fidelity Investments. Outside of finance, she has been involved with field hockey programs and clubs over several years. SpiderRock Advisors provides discretionary overlay and portfolio management services to a range of clients including institutional investors, wealth managers, and high-net-worth individuals. The firm employs a rules-based, systematic approach combining quantitative and fundamental inputs, with a focus on listed derivatives and dynamic option overlays.

Paul Braden is a financial advisor at Northern Trust Securities, Inc. with 17 years of industry experience. He holds the Series 66, Series 63, and Series 65 credentials. Prior to joining Northern Trust Securities in 2023, he spent 22 years at Wolverine Trading, LLC. 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 wrap fee program featuring Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs delivered via the Fidelity Managed Account Xchange platform.

Philip Ridolphi is a CFP® professional with 14 years of industry experience. He has been with Brownson, Rehmus & Foxworth, Inc. since 2016. The firm is a fee-only, federally registered investment adviser serving individuals, families, trusts, estates, foundations, endowments, qualified retirement plans, and senior corporate executives. Brownson, Rehmus & Foxworth provides personalized financial counseling and non-discretionary investment advisory services, emphasizing long-term, diversified asset allocation and tailored investment programs based on written client goals.

Thomas Gruszka is a CFP® professional with 25 years of industry experience, currently serving at VestGen Advisors, LLC. His prior roles include positions at LPL Financial LLC, Wealth Management Group, LLC, and Sigma Financial Corporation. Based in Chicago, IL, he holds Series 63 and Series 65 licenses. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients, offering investment management, financial planning, wrap-fee programs, and retirement plan services, employing a range of analytical methods and third-party managers to implement portfolios.

Christopher Deacy is a CFP® professional with 23 years of industry experience, currently affiliated with IHT Wealth Management LLC in Chicago, IL. His prior experience includes eight years at Edward Jones and two years at LPL Financial. He operates CMD Wealth Partners, an independent investment advisory business started in 2024. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors by providing discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO services, and access to third-party managers. The firm employs a blend of fundamental and quantitative investment approaches and offers tailored portfolio solutions through a network of investment adviser representatives.

Jacob Hianik is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Chicago Partners Investment Group LLC. He has four years of industry experience, including five years with Chicago Partners Wealth Advisors. Prior to his advisory career, he was a student for ten years. Chicago Partners Investment Group LLC advises a diverse client base, including individuals, trusts, nonprofits, endowments, and corporations. The firm employs a long-term, diversified investment approach with customized portfolios, utilizing fundamental analysis and strategies such as direct indexing and tax-loss harvesting.

Daniel Powers is a financial advisor at Zacks Investment Management, Inc. He holds the Series 65 designation and has two years of industry experience. Prior to joining Zacks in 2020, he worked at TCU and the TCU Post Office from 2016 to 2020. Zacks Investment Management provides discretionary investment management to individuals, trusts and estates, retirement plans, pooled investment vehicles, and institutional clients. The firm employs proprietary quantitative models combined with qualitative portfolio management across a broad range of strategies and serves as portfolio manager to mutual funds and ETFs.

Stephen Vranek is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Lifemark Securities Corp., Transamerica Financial Advisors, and several businesses he leads, such as Wealth Star Inc., a high-end networking group, and West Suburban Business Solutions, which provides tax preparation and bookkeeping training. He also serves as president or CEO of multiple companies involved in business consulting, property management, and financial services. Virtue Capital Management, LLC is an SEC-registered enterprise adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm uses a model-driven approach with strategic, tactical, and dynamic strategies primarily implemented through mutual funds and ETFs, and provides portfolio management, financial planning, ERISA consulting, and educational courses for pre-retirees.

Robert Dearborn is a financial advisor at Bartlett & Co. Wealth Management LLC with five years of industry experience. He holds the CFA® and CIC designations and previously worked at Lodestar Investment Counsel, LLC for 28 years. He serves as Village President of Winnetka, Illinois, a role involving various governance responsibilities. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and a range of institutional clients, providing discretionary wealth management and comprehensive financial planning. The firm emphasizes diversified asset allocation and relative-value analysis for fixed income, utilizing mutual funds, ETFs, and external managers to implement investment strategies.

Zach Nugent is a financial advisor at Belpointe Asset Management LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at AFIN Family Wealth Management, Cetera Investment Services LLC, and New York Life Insurance Company. Outside of his advisory role, he is an independent insurance agent selling fixed insurance products and property and casualty insurance. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and investment companies, offering discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes customized portfolios using a range of strategies and supports its advisory practice with affiliated businesses and proprietary product sponsorships.

William Morrison Jr. is a financial advisor with Forum Financial Management, LP, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Forum Financial Management since 2015 and previously at APEX CPAs & Consultants, Inc., and Purshe Kaplan Sterling Investments. Outside of his advisory role, he owns and manages a rental property through Four Forty Forum LLC. Forum Financial Management, LP provides investment advisory and related services to individual, institutional, and charitable clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory and offers a range of portfolio management, financial planning, and retirement-plan services, supporting other RIAs through its turn-key asset-management platform and back-office services.

Carlyle Madden is a financial advisor with Brownson, Rehmus & Foxworth, Inc. He holds the CFP® designation and has 23 years of industry experience. Madden has been with Brownson, Rehmus & Foxworth since 2016. 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 provides personalized financial counseling and non-discretionary investment advisory services with an emphasis on long-term, diversified asset allocation and tailored investment programs.

Morgan Murphy IV is a financial advisor with McAdam LLC in Chicago, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has been with McAdam LLC since 2014 and also worked at Purshe Kaplan Sterling Investments during that period. McAdam LLC is a registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to manage portfolios across a multi-advisor platform, offering a range of investment strategies including mutual funds, ETFs, independent managers, and specialized alternatives.

Dylan Lueckenotte is a CFP® with nine years of experience in the financial services industry. He is currently affiliated with CreativeOne Securities, LLC and has prior experience with Client One Securities, LLC and Wallstreet Group. Outside of advising, he works as an account executive in employee benefit insurance sales at Acrisure Wallstreet Partners LLC. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm offers financial planning, portfolio management, fiduciary services, and access to third-party manager programs through a network of 127 advisors.

Christopher Reardon is a financial advisor at FourStar Wealth Advisors, LLC in Chicago, IL, with 11 years of industry experience. He holds a Series 65 designation and has been with FourStar since 2014. FourStar Wealth Advisors provides investment management, comprehensive financial planning, and retirement plan consulting for individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm manages portfolios primarily on a discretionary basis using a range of securities and employs both fundamental and technical analysis tailored to clients’ risk tolerances and objectives.