Ben Petrie is a financial advisor at The Mather Group, LLC in Chicago, IL, with two years of industry experience. He holds a Series 65 designation and has been with The Mather Group since 2022. Prior to his current role, his work experience includes positions outside the financial industry. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm utilizes an evidence-based investment approach with risk-based allocation models and offers customizable portfolio options, including ESG portfolios and liability-matching bond ladders.

Marc Lawrence is a financial advisor with FourStar Wealth Advisors, LLC in Chicago, IL, holding a Series 65 designation and three years of industry experience. His prior work includes roles at Merino Wealth Management, Mark Brown State Farm, Ryan Whitson State Farm, Rosen Harwood, Citizens Bank of Fayette, and the University of Alabama. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm combines fundamental and technical analysis to manage portfolios tailored to clients’ risk tolerance and time horizon, using a range of investment vehicles including mutual funds, ETFs, individual securities, options, and third-party managers.

Ian Crowley is a financial advisor at IHT Wealth Management LLC with two years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and PKF Mueller. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors by providing discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm’s investment approach combines fundamental value screening, quantitative optimization, and periodic rebalancing, with access to proprietary model portfolios, third-party managers, and discretionary mandates.

Jon Adams is a CFA® charterholder and holds a Series 63 license with three years of industry experience. He currently serves as an advisor at Calamos Wealth Management LLC and Calamos Financial Services LLC since 2023. Prior to this, he worked at Citigroup for one year and BMO Global Asset Management for seven years. Adams is a member of the Ares Advisory Board, where he participates in discussions on private markets and best practices. Calamos Wealth Management LLC provides discretionary wealth management and institutional advisory services to high-net-worth individuals, family offices, endowments, private foundations, and retirement plans. The firm’s investment process includes idea sourcing, quantitative and qualitative evaluation, portfolio construction, and ongoing monitoring, often utilizing affiliated investment vehicles and maintaining governance controls.

Jacob Kerstein is an investment advisor representative with Latitude Advisors, LLC in Northbrook, IL. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Latitude Advisors, he has had roles at GWN Securities, Jeffrey Lasky Financial Services, and Latitude Financial. Latitude Advisors serves individuals, high-net-worth clients, and institutional clients including pension and profit-sharing plans, offering financial planning, discretionary portfolio management using in-house and third-party model strategies, and pension consulting services.

Gregory Murphy is a financial advisor at Zacks Investment Management, Inc. with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at both Zacks Investment Management since 2007 and LBMZ Securities, Inc. since 2009. Zacks Investment Management offers discretionary investment management to individuals, trusts, estates, retirement plans, pooled investment vehicles, and institutional clients, serving as portfolio manager to mutual funds and ETFs. The firm combines proprietary quantitative models with qualitative portfolio management across various strategies and distributes its offerings through wrap-fee and unified managed account programs.

James Geake is a financial advisor at Madison Avenue Securities, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Madison Avenue Securities since 2006. Geake is also a 50% owner of Wayne Messmer & Associates, LLC, which provides sales and service of life and health insurance and annuities. Additionally, he serves as a board member of Voyageur Crossings Condominium. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers a variety of account platforms and investment strategies, delivering portfolio management, financial planning, pension consulting, and college-savings services through its network of investment adviser representatives.

James Hagedorn is a CFA® charterholder with 22 years of experience in the financial industry. He has been with Chicago Partners Investment Group LLC since 2009 and also works with The Mosaic Financial Group LLC. Chicago Partners Investment Group LLC advises a diverse range of clients, 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 that incorporates fundamental analysis, customized portfolios, and strategies such as direct indexing and tax-loss harvesting.

Edward Kollada Jr. is a CFP® with 29 years of industry experience, currently serving at FourStar Wealth Advisors, LLC since 2024. His prior roles include positions at LPL Financial, Global Retirement Partners, Kestra Financial Services, Strategic Retirement Partners, and The Bensman Group. He is also the owner and president of Elite Wealth Partners, Inc., a firm specializing in tax preparation, accounting, and insurance. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm combines fundamental and technical analysis to manage diversified portfolios tailored to clients’ risk tolerance and time horizon.

Kyle Schneider is a financial advisor at SpiderRock Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at BlackRock Investments LLC and BlackRock since 2023, as well as at Harris Associates and Harbor Capital Advisors earlier in his career. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, employing systematic, technical, and rules-based strategies that combine quantitative and fundamental analysis. The firm specializes in option-based hedges and yield-enhancing overlays, offering portfolio overlay, strategy management, and collateral services through both discretionary and sub-advisory mandates.

Brian Schmehil is a CFP® with 18 years of industry experience, currently serving as a financial advisor at The Mather Group, LLC since 2016. He previously worked at Morgan Stanley from 2008 to 2011. Outside of his advisory role, he manages personally owned real estate through leasing and property management. 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 with multiple risk-based allocation models and offers customized portfolio solutions including direct indexing and ESG factor portfolios.

Natalie Dymkowski is a financial advisor at New Edge Wealth in Chicago, IL, holding Series 63 and Series 65 licenses with four years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Charles Schwab, and Northwestern Mutual. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that emphasizes asset allocation and investor behavior, utilizing a combination of model strategies, separately managed accounts, and proprietary solutions across multiple asset classes.

Blake Macke is a financial advisor at Waverly Advisors, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at StrategIQ Financial Group, LLC and Centier Bank. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and provides a range of investment management and financial planning services.

Andrew Kang is a financial advisor with Chicago Partners Investment Group LLC in Chicago, IL, holding Series 63 and Series 65 designations and bringing nine years of industry experience. Prior to joining Chicago Partners in 2020, he worked at TD Ameritrade and has experience outside finance with a venture called It's Boba Time. Chicago Partners Investment Group provides investment advisory services to high-net-worth individuals, trusts, nonprofits, endowments, corporations, and family offices. The firm employs a long-term, diversified, asset-allocation investment approach that combines fundamental analysis with quantitative optimization across a range of strategies including mutual funds, ETFs, fixed income, and alternatives.

Zachary Bittenbender is a financial professional at Northern Trust Securities, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Cetera and Jewel-Osco. His other business activities include providing financial services through North Star Resource Group. 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 model-driven discretionary portfolio management using a range of proprietary and third-party investment products, with oversight through a governance process and regular account reviews.

Michael Markowitz is a financial advisor with Advisory Services Network, LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at PPM America, Inc. and Mesirow Financial, Inc. He is based in Glenview, Illinois. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing approximately $8.6 billion in client assets.

Joshua Rauterkus is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Curi Capital, LLC in Denver, CO. Prior to joining Curi Capital, he worked at RMB Capital Management and Moneta Group Investment Advisors, LLC. He attended school full time for sixteen years before beginning his advisory career. Curi Capital serves a diverse client base including individuals, families, institutions, retirement plan sponsors, and charitable organizations. The firm manages approximately $9.83 billion using a long-term, fundamental investment approach that combines in-house strategies with external managers and proprietary risk analysis tools.

Dimitri Eliopoulos is a CFP® with 25 years of industry experience, currently serving at Curi Capital, LLC. He has worked with Curi Capital and its predecessor firms since 2010, including RMB Capital Management, LLC. Curi Capital provides wealth management, asset management, retirement plan solutions, and family office services to individuals, families, institutions, corporate clients, and charitable organizations. The firm manages approximately $9.83 billion and employs a long-term, fundamental investment approach that combines in-house strategies with external managers and proprietary risk analysis tools.

Paula Sauer is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 21 years of industry experience. She 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 employs a proprietary investment process combining quantitative and qualitative analysis, offering a wide range of strategies and serving both direct clients and third-party advisers through model portfolios and alternative funds.

James Beran is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and having one year of industry experience. He has operated the James W Beran Insurance Agency Ltd since 2011, providing insurance products and services. Sequent Planning, LLC serves individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm offers asset management, financial planning, third-party model manager access, and comprehensive retirement-plan services through a network of independent advisers using a structured risk framework and diversified investment approaches.