James Franch is a financial advisor at Brownson, Rehmus & Foxworth, Inc. with two years of industry experience. He holds a Series 65 credential and has prior experience at Gulf Coast Capital and the University of South Florida. Brownson, Rehmus & Foxworth is a fee-only, federally registered investment adviser serving individuals and families, trusts, estates, private foundations, endowments, qualified retirement plans, and senior corporate executives. The firm focuses on non-discretionary, personalized financial counseling and investment advisory services, emphasizing long-term, diversified asset allocation and client decision-making.

Sara Strohmaier is a CFP® certificant with 11 years of experience in financial advising. She has worked primarily with Plante Moran Financial Advisors since 2017, with prior experience at Hewins Financial Advisors, LLC. Strohmaier is based in Chicago, IL, and holds a Series 65 license. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual households, institutional investors, and sovereign wealth funds. The firm uses a combined fundamental, technical, and cyclical investment approach, often employing third-party managers and alternative investments, with a majority of assets managed on a non-discretionary basis.

Jose Hauad III is a financial advisor at IHT Wealth Management LLC with 21 years of industry experience. He holds a Series 66 designation and has been with IHT Wealth Management and LPL Financial since 2015. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach using fundamental stock selection combined with quantitative tools and diversified model portfolios, and it offers a range of services including discretionary asset management and ERISA plan consulting.

Mia Costarella is a financial advisor at New Edge Wealth with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Merrill. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, trusts, and other institutional clients. The firm offers a range of advisory services focused on asset allocation and investor behavior, combining independent managers, model strategies, and proprietary solutions supported by AI-assisted analytics with human oversight.

Jason Suway is a CFP®-certified financial advisor with two years of industry experience. He is currently with Modera Wealth Management, LLC and previously worked at Ayco. Modera Wealth Management serves individuals, trusts, corporations, and plan sponsors, offering wealth management, retirement plan consulting, financial planning, tax services, and business coaching. The firm utilizes diversified asset allocation based on Modern Portfolio Theory and combines investment management with in-house accounting and tax capabilities.

Jonathan Rigano is a CFA® charterholder with 26 years of industry experience. He is currently with Curi Capital, LLC and has held previous roles at RMB Capital Management LLC and JB Investment Management, LLC, among others. 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 with a long-term, fundamentally driven investment approach implemented across various account types and strategies.

Mohini Mccormick is a Certified Financial Planner (CFP®) with 34 years of industry experience. She is currently with Curi Capital, LLC and has previously worked at firms including RMB Capital Management, Calamos Wealth Management, Fifth Third Securities, Credit Suisse Securities, and Lehman Brothers. Curi Capital, LLC serves individuals, high-net-worth clients, and institutional clients by providing wealth management, investment management, retirement plan consulting, and family office services. The firm employs a long-term, fundamentally driven investment approach across a range of portfolio management strategies and offers both discretionary and non-discretionary services.

Candida Casey is a financial advisor at Northwest Asset Management with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a fiduciary approach based on Modern Portfolio Theory and strategic asset allocation, using both fundamental and technical analysis to construct diversified portfolios, and offers a range of services including investment management, retirement planning, ERISA consulting, and tax preparation.

Adrianna Stasiuk is a financial advisor at Aaron Wealth Advisors with 14 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC for eight years. Aaron Wealth Advisors serves high-net-worth and institutional clients, including business owners, multi-generational families, and family offices. The firm provides discretionary and non-discretionary portfolio management and standalone financial consulting, utilizing an outsourced platform to access third-party managers and offering option overlay strategies alongside an affiliated insurance advisory entity.

Erin O'Connor Bell is a CFP® with 13 years of industry experience, currently serving as an advisor at Aprio Wealth Management, LLC. Her prior experience includes roles at The Mather Group, Facet Wealth, Inc., Incite Financial Planning, LLC, and The Bank of New York Mellon. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, emphasizing asset allocation and long-term purchasing power preservation through a variety of investment strategies.

Constantine Slone is a CFA® charterholder with experience at The Mather Group, LLC since 2026. He previously worked for eight years at Northern Trust and spent two years at Indiana University. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, and corporations, offering integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and utilizes AI tools alongside human oversight to support portfolio construction and client communications.

John O'Connor is a CFA® charterholder with 13 years of industry experience. He currently works at Curi Capital, LLC and has previously held roles at RMB Capital Management LLC, IronBridge Capital Management, LP, and Credit Suisse Securities (USA) LLC. 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, utilizing both in-house and external strategies across a range of portfolio types and client solutions.

Jeffrey Jones is a CFA® charterholder and holds a Series 66 license, with 16 years of experience in the financial industry. He currently works at Curi Capital, LLC and has held prior roles at RMB Capital Management LLC, IronBridge Capital Management, LP, and Credit Suisse Securities (USA) LLC. 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 fundamentally driven, long-term investment approach and offers both discretionary and non-discretionary services across various investment vehicles.

Brian Langenkamp is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Zacks & Company and Zacks Investment Management since 2004. 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 through proprietary models and offers a range of investment strategies and vehicles, serving both direct clients and third-party advisers.

Evan Perduk is a CFP® professional with three years of industry experience, currently advising at Root Financial Partners. He previously worked at Thor Wealth Management and has held roles in various industries including insurance and engineering. Outside of his advisory work, Evan is the president and founder of EMP Tax & Patronage, LLC, which provides tax preparation services for individuals. Root Financial Partners offers investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and retirement-plan relationships. The firm employs a broadly diversified, passive investment approach tailored to client objectives and risk tolerance, with additional capabilities in specialized strategies and educational programming.

Konstantine Andrakakos is a CFA® charterholder with 14 years of industry experience. He has worked at Aaron Wealth Advisors since 2018 and previously held roles at Northern Trust Securities, Northern Trust Bank, and Deutsche Bank. Aaron Wealth Advisors serves high-net-worth and institutional clients, including business owners, entrepreneurs, and multi-generational families, providing discretionary and non-discretionary portfolio management as well as standalone financial consulting. The firm uses an outsourced platform to access third-party managers and offers option overlay strategies, maintaining a relatively small advisor team while managing several billion in client assets.

Brian Plain is a CFP® with 20 years of industry experience and has been with Gradient Advisors, LLC since 2014. He provides consulting services focused on business management and growth to small business owners. Gradient Advisors offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through third-party money managers and Investment Advisor Representatives, using a largely non-discretionary approach that incorporates multiple analytical methods to align portfolios with client objectives and risk tolerance.

Stanley Lovelace is a financial advisor at ON Investment Management CO with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked concurrently at multiple firms, including United Security Life, Principal Financial Group, THE O.N. Equity Sales Company, and Cadaret, Grant & Co., Inc. Outside of his advisory roles, he owns and operates several businesses focused on selling fixed annuities, life insurance, disability, and health products, as well as marketing term life insurance through an online platform. ON Investment Management Company is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of advisory services and access to third-party investment programs, managing accounts through a combination of discretionary and non-discretionary relationships.

Matt Goren is a CFP® professional at Main Street Financial Solutions, LLC with two years of industry experience. He is also Chief Strategy Officer at Danko Education, a financial education firm specializing in CFP® training, and serves as Director of Curriculum for Global Financial Planning Institute. Prior to his current role, Matt worked at Farther Finance Advisors and CeriFi. Main Street Financial Solutions serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and business entities. The firm offers financial planning, investment and wealth management, and retirement plan consulting, employing an academic-based, multi-asset class investment approach tailored to client objectives and risk profiles.

Grace Stewart is a financial advisor at The Mather Group, LLC with two years of industry experience. She holds the Series 65 designation and worked in education prior to joining The Mather Group. The Mather Group 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 risk-based allocation models and offers customization options such as direct indexing and ESG portfolios.