Peter Amling is a Certified Financial Planner (CFP®) with 17 years of industry experience. He is currently with SteelPeak Wealth, LLC and previously operated Amling Investments LLC for 16 years. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and family offices. The firm provides financial planning, discretionary portfolio management, alternative strategy consulting, and access to non-purpose loan solutions, implementing advice through proprietary and custom model portfolios monitored by its Institute of Portfolio Management & Economic Strategy.

Barbara Hill is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Curi Capital, LLC. She previously worked at RMB Capital Management LLC for eight years and Maryland Capital Management for three years. Curi Capital serves individuals, families, institutions, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental, bottom-up analysis for equity strategies and a relative-value approach for fixed income, combining in-house strategies with external managers and proprietary risk analysis tools.

Sean Brown is a CFP® professional with eight years of experience at The Mather Group, LLC and a total of five years in the financial services industry. He previously worked at Indiana University for four years. Based in Chicago, IL, Brown is affiliated exclusively with The Mather Group. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach using risk-based allocation models and tax-synchronized portfolio construction, along with custom strategies such as direct indexing and ESG portfolios.

Travon Lucius is an advisor at SpiderRock Advisors, LLC with a Series 66 credential and one year of industry experience. Prior to joining SpiderRock, he worked at BlackRock Investments LLC and BlackRock, and has experience at Wells Fargo and Emory University. Lucius has also served in the Georgia Army National Guard. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, utilizing systematic and rules-based strategies combined with quantitative and fundamental analysis. The firm offers portfolio overlays and strategy management using derivatives alongside traditional securities, supported by proprietary software and real-time risk monitoring.

Michael Dancey is a financial advisor with KCD Financial, Inc. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining KCD Financial, he has been associated with Walsh Trading, Inc. and Walsh Asset Management since 2010. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer serving individuals, corporate pension and profit-sharing plans, and charitable organizations. The firm offers asset management, financial planning, and portfolio appraisal services, utilizing both in-house and third-party investment platforms.

Robert Macdonald is a financial advisor at Zacks Investment Management, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Franklin Templeton Financial Services Corp. and LBMZ Securities, Inc. He is based in Chicago, IL. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm employs a quantitative and qualitative investment process driven by proprietary models focused on earnings-estimate revisions and offers a range of strategies and investment vehicles across retail, institutional, and third-party distribution channels.

Jonathan Gonzalez is a financial advisor at Principal Advised Services with one year of industry experience. He holds a Series 66 designation and has worked at multiple Principal affiliates since 2025. Outside of his advisory role, he has experience in the restaurant industry, including managing operations at Sumo Sushi Bar & Grill. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering both nondiscretionary recommendations and a discretionary wrap-fee investment management program. The firm is part of the Principal Financial Group family, leveraging proprietary models and affiliated resources to deliver integrated financial services.

Walter Musumeci is a financial advisor at Centennial Securities Company, Inc. in Chicago, IL, holding a Series 66 designation with 10 years of industry experience. He has been with Centennial Securities since 2016. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets and serving individuals, trusts, retirement plans, foundations, and business entities. The firm offers customized investment management, financial planning, and access to third-party manager programs through platforms like RBC and Envestnet.

Kristine Donnelly is a financial advisor at Northern Trust Securities, Inc. with 16 years of industry experience. She holds a Series 66 designation and has previously worked at L&G - Asset Management America, Inc. and TJM Investments LLC. Northern Trust Securities, Inc. is a multi-team firm serving high-net-worth individuals, retail investors, and institutional clients through discretionary portfolio management. The firm employs a model-driven approach using Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs delivered via the Fidelity Managed Account Xchange platform.

Nikki Walton is a financial advisor with IHT Wealth Management LLC in Chicago, holding Series 65 and Series 63 credentials and 18 years of industry experience. Her prior experience includes roles at LPL Financial, Plexus Financial Services, and StanCorp Equities and Investment Advisers. Additionally, she has been involved in mortgage and real estate services since 2006. IHT Wealth Management serves individuals, including high-net-worth clients, corporate and institutional entities, and retirement plan sponsors. The firm offers discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements, employing a combination of fundamental value screening and quantitative optimization in their investment process.

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. He is currently with RFG Advisory, LLC and has previous experience at GoldStone Financial Group, Money Managers Advisory, Money Managers, Ltd., and GF Investment Services, LLC. He is also a licensed insurance agent offering life and fixed annuity sales. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, providing portfolio management, financial planning, retirement plan consulting, and access to a range of investment strategies including alternative investments and annuity management.

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 at Northern Trust Securities, Inc. with five years of industry experience. She holds Series 66 and Series 63 licenses and has worked at firms including Robinhood Markets, Inc. and JPMorgan Chase Bank NA. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that provides discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients, offering Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs with integrated 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 serving as a financial advisor at Curi Capital, LLC. He has worked at RMB Capital Management LLC since 2015. Curi Capital serves a diverse client base including individuals, families, institutional and corporate clients, and retirement plan sponsors. The firm employs a long-term, fundamental investment approach combining in-house strategies and external managers, managing approximately $9.83 billion across various accounts and funds.