Richard Doppelt is a financial advisor at Brownson, Rehmus & Foxworth, Inc. in Chicago, IL, holding a Series 65 license with 26 years of industry experience. He has been with Brownson, Rehmus & Foxworth since 1999. Brownson, Rehmus & Foxworth provides personalized, fee-only financial counseling and non-discretionary investment advisory services to individuals, families, trusts, estates, private foundations, qualified retirement plans, and senior corporate executives. The firm emphasizes customized long-term asset allocation and diversification strategies with a focus on client authorization for all trades.

Yussef Gheriani is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and having 10 years of industry experience. He has been with IHT Wealth Management since 2016 and is also associated with LPL Financial since 2015. IHT Wealth Management serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach combining fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA consulting through a network of approximately 153 advisors.

Edward Kipp is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Zacks Investment Management since 2017. 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 stock-ranking system focused on earnings-estimate revisions and offers a wide range of strategies and investment vehicles, while also serving as a model provider to other advisers and sponsors.

David Mabie is a CFA® charterholder with 32 years of industry experience. He has worked at Chicago Capital, LLC since 2018 and previously spent 25 years at William Blair & Company L.L.C. Outside of his advisory role, he manages Cache Creek Ranch, an agricultural enterprise focused on livestock sales and hunting services, and serves on several nonprofit boards including the Franklin Philanthropic Foundation, Chicago High School for the Arts Foundation, and WTTW/WFMT public broadcasting. Chicago Capital provides discretionary investment management, financial planning, and consulting services to individuals, families, foundations, other registered investment advisers, and corporations. The firm employs active management combining fundamental and technical research to build individualized portfolios across multiple asset classes, overseeing more than $4.8 billion in client assets with a concentrated team of 11 advisors.

Kevin Brown is a Series 65-licensed advisor with Sequent Planning, LLC, based in Palos Hills, IL, with five years of industry experience. He has held roles at Futurity First Insurance Group and United Insurance Services, Ltd., and operates an independent business offering photo ID products. Sequent Planning, LLC (doing business as Futurity First Wealth Management) is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, and retirement-plan services through a network of independent advisers using a structured risk framework and diversified investment approaches.

Benjamin Albrecht is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Curi Capital, LLC. He has been with RMB Capital Management, LLC since 2009. Curi Capital serves individuals, families, institutions, corporations, retirement plan sponsors, charitable organizations, and pooled investment vehicles, offering services such as Wealth Management, Asset Management, Retirement Plan Solutions, and Family Office Services. The firm manages approximately $9.83 billion and employs a long-term, fundamental investment approach combining in-house strategies with external managers and proprietary risk analysis.

Debra Schulz is a financial advisor at IHT Wealth Management LLC with 22 years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial, Independent Financial Partners, and 1ST Global Insurance Services. Schulz also provides administrative support to IHT Wealth Management and is involved with Mueller Wealth, a business related to her LPL affiliation. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools to manage diversified portfolios, offering services such as discretionary asset management, financial planning, and ERISA consulting through a network of approximately 153 advisors.

Jim Koliatsis is a CFP® with 27 years of industry experience, currently serving as a financial advisor at IHT Wealth Management LLC since 2017. He has also been associated with LPL Financial since 2007. In addition to his advisory roles, he manages an accounting practice specializing in tax preparation and CPA services. IHT Wealth Management serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporations. The firm employs a blend of fundamental stock selection and quantitative tools to construct diversified model portfolios, offering discretionary asset management, financial planning, and ERISA consulting through a network of over 150 investment adviser representatives.

Anthony Halpin is a Series 65-licensed financial advisor with Chicago Partners Investment Group LLC, where he has worked since 2009. He has 18 years of industry experience and also maintains a role with The Mosaic Financial Group LLC. Chicago Partners Investment Group LLC serves a diverse client base, including individuals, trusts, endowments, and corporations, offering portfolio management, financial planning, retirement services, and family-office reporting. The firm employs a long-term, diversified investment strategy that incorporates fundamental analysis and customized portfolios, and it is notable for sponsoring affiliated pooled investment vehicles and serving private fund clients.

Giuseppe Savino is a financial advisor at IHT Wealth Management LLC with five years of industry experience. He holds the Series 66 designation and has worked with firms including LPL Financial, Bank of America, Merrill Lynch, and UBS Financial Services. IHT Wealth Management serves individual and institutional clients, offering discretionary asset management, financial planning, and ERISA plan consulting. The firm employs a blend of fundamental and quantitative investment strategies, utilizing diversified portfolios that include ETFs, mutual funds, third-party managers, fixed income, and option strategies.

Charles Sherburne is a financial advisor at Zacks Investment Management, Inc. based in Chicago, IL, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Ameriprise Financial Services, Inc. and LBMZ Securities Inc. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, pooled vehicles, and institutional clients, serving also as portfolio manager to mutual funds and ETFs. The firm employs a proprietary quantitative and qualitative investment process across diverse strategies and sponsors its own wrap-fee programs while managing affiliated mutual funds and ETFs.

Dirk Swiderek is a financial advisor at First Advisors National, LLC with two years of industry experience. He holds a Series 65 designation and has been the owner of Bella International LLC, a jewelry business in Chicago, since 2009, which is currently in the process of liquidation. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party money managers and uses fundamental analysis to supplement individual security recommendations.

Nikifor Minkov is a financial advisor with Associated Investment Services, Inc. in Chicago, IL, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has been with Associated Investment Services, Inc. since 2012. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors as well as small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services via the Envestnet/NFS platform.

John Menton IV is a financial advisor at Curi Capital, LLC with 14 years of industry experience. He holds the Series 66, Series 65, and Series 63 designations and has worked at MML Investors Services and MassMutual since 2020, as well as Jamcap LLC since 2008. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, employer retirement plans, institutions, mutual funds, private funds, and family offices. The firm employs a long-term, fundamental investment approach combining proprietary strategies, third-party managers, mutual funds, and private funds.

Kelsey Keefner is a financial advisor at Curi Capital, LLC with two years of industry experience. She holds a Series 65 designation and has been with Curi RMB Capital since 2020. Her prior work experience includes roles at Norcon and Jimmy Johns, as well as completing her college education at Northeastern Illinois University. Curi Capital serves individuals, families, institutions, corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm manages approximately $9.83 billion through a combination of in-house and external strategies, emphasizing long-term fundamental analysis and offering a range of wealth management, asset management, and retirement plan services.

Robert Hankla is a CFP® professional with 19 years of experience in financial advising. He has been with The Mather Group, LLC since 2020, following eight years at Resource Advisory Services. 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 risk-based allocation models and tax-synchronized portfolio construction, providing customized solutions such as direct indexing and ESG factor portfolios.

Todd Long is a financial advisor with The Mather Group, LLC, based in Chicago, IL. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. His prior roles include positions at Financial Engines Advisors, Edelman Financial Services, EF Legacy Securities, and Fidelity Brokerage Services. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by offering financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and provides customization options such as direct indexing and ESG factor portfolios.

Colin Cheaney is a CFA® charterholder with over five years of industry experience. He currently works at IHT Wealth Management LLC and previously held roles at Marquette Associates and Illinois Wesleyan University. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients, offering discretionary asset management, financial planning, and ERISA plan consulting. The firm employs a blended investment approach combining fundamental stock selection with quantitative tools and diversified model portfolios, supported by various operational features including an affiliated broker-dealer and venture/private equity activities.

Peter Lee is a financial advisor at Summit Trail Advisors, LLC based in Chicago, IL, with 20 years of industry experience. He holds the Series 66 designation and has worked at firms including Barclays Capital Inc. and Lehman Brothers Inc. Lee serves as an advisor to the board of the Solder True Life Foundation. Summit Trail Advisors serves individuals, business entities, trusts, and institutional clients by providing portfolio management, financial planning, family-office services, and retirement plan advisory. The firm employs an open-architecture investment process across multiple asset classes and manages approximately $20 billion with a focus on due diligence and diversified investment approaches.

Dimitre Ivanov is a financial advisor at Summit Trail Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes positions at UBS Financial Services, Banc West Investment Services, LPL Financial, and Corient. Summit Trail Advisors serves individuals, business entities, trusts, estates, charitable organizations, pension and profit-sharing plans, and institutional clients. The firm employs an open-architecture investment approach focusing on asset allocation, investment selection, and portfolio construction across multiple asset classes and outcome buckets.