Brian Vandenheuvel is a financial advisor with Zacks Investment Management, Inc. in Chicago, IL, holding Series 66 and Series 65 credentials and 11 years of industry experience. He has been with Zacks Investment Management since 2013. Zacks Investment Management, Inc. provides discretionary investment management to individuals, trusts, estates, retirement plans, pooled vehicles, and institutional clients. The firm combines proprietary quantitative models with qualitative portfolio management across various strategies and offers retail wealth management, alternative investments, and model portfolios through multiple platform types.

Jesse Golik Meineke is a financial advisor with The Mather Group, LLC in Chicago, IL, holding a Series 65 credential and two years of industry experience. He previously worked at Trinity Financial Advisors and Integra Financial Advisory. 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, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and customization options, combining technology tools with human oversight.

James Begley is a financial advisor at Zacks Investment Management, Inc. with two years of industry experience. He holds a Series 65 credential and has worked at Zacks Investment Management since 2022. In addition to his advisory role, Begley is involved in real estate as a broker and manager with Exclusive Realtors. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm uses proprietary quantitative and qualitative models centered on earnings-estimate revisions and serves both direct clients and third-party advisers through a broad range of investment vehicles and strategies.

Sophia Bernardi is a financial advisor at Centennial Securities Company, Inc. with a Series 66 credential and one year of industry experience. Prior to joining Centennial, she worked at Conagra Brands for three years and Walgreens Co for three years. She also has a four-year academic background from Indiana University. Centennial Securities Company, Inc. provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, high-net-worth clients, corporate pension and profit-sharing plans, trusts, estates, foundations, endowments, and other business entities. The firm’s investment advice is delivered through its representatives, employing a range of strategies tailored to client objectives.

Christopher Gongola is a financial advisor with IHT Wealth Management LLC based in Chicago, IL. He holds a Series 66 designation and has 23 years of industry experience, including prior roles at LPL Financial and Wunderlich Securities. Gongola is also involved with investment-related activities at United Healthcare and Blue Cross Blue Shield of Illinois. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, providing discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers. The firm employs a combined investment process of fundamental value screening, quantitative optimization, and periodic rebalancing, utilizing proprietary models and discretionary mandates tailored to client objectives.

Ryan Evans is a CFP® and ChFC® with 21 years of industry experience. He is currently an advisor at Merit Financial Advisors and PKS Investments, having previously worked at Blueprint Wealth Advisors, LLC and Commonwealth Financial Network. Outside of his advisory roles, he owns George St. Securities, an operating LLC involved in business support activities. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion in assets and serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach through customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Andrea Diltz is a financial advisor at Ritholtz Wealth Management with Series 65 credentials and two years of industry experience. Prior to joining Ritholtz in 2024, she worked for CG Financial Services and spent five years in secondary education. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering portfolio management, financial planning, and retirement consulting. The firm employs a goal-based investment approach that emphasizes asset allocation and behavioral finance, utilizing diversified low-cost ETFs alongside tactical overlays and alternative investments.

Chan Lim is a financial advisor at Savvy with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Centric Wealth Management, Cetera, and TD Ameritrade. Lim is also involved with YOSAE LLC. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach complemented by active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers and fintech tools.

Bailey Yablonsky is a financial advisor at The Mather Group, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Boston Scientific, Optum, Collins Aerospace, and several other organizations. 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 guidance, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and integrates AI and machine-learning tools alongside human oversight.

Kevin Antosz is a financial advisor with Zacks Investment Management, Inc. in Chicago, IL, holding a Series 66 designation and eight years of industry experience. His work history includes roles at LBMZ Securities Inc, Edward Jones, Pittsburgh Field Club, and Miami University. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, and institutional clients, offering a range of strategies that combine proprietary quantitative models with qualitative management. The firm also manages mutual funds and ETFs and distributes its strategies through various wrap-fee and unified managed account programs.

Eric Maddix is a financial advisor at Chicago Capital, LLC with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Chicago Capital since 2018, following a 19-year tenure at William Blair & Company, L.L.C. Chicago Capital provides discretionary investment management, financial planning, and related consulting services to individuals, high-net-worth clients, families, foundations, registered investment advisers, and corporations. The firm is an active manager combining fundamental and technical research to build individualized portfolios across a broad range of asset classes, while overseeing over $4.8 billion in client assets with a relatively small team of 11 advisors.

Adam Bernthal is a CFP® and holds a Series 65 license with 12 years of industry experience. He has been with Plante Moran Financial Advisors in Chicago since 2014. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including individual households, institutional clients, and sovereign wealth funds. The firm employs a blend of fundamental, technical, and cyclical analysis alongside a proprietary market valuation model and primarily manages assets on a non-discretionary basis.

Jeffrey Jones is a financial advisor at McAdam LLC in Chicago, holding a Series 65 designation with four years of industry experience. Before joining McAdam in 2022, he worked at Trimedx from 2017 to 2022 and at IUPUI from 2015 to 2017. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to manage portfolios using mutual funds, ETFs, independent managers, and individual securities, offering a range of traditional and alternative investment strategies tailored to client objectives.

Daniel Toledo is a CFP®, CFA®, and Series 66-registered advisor with 12 years of industry experience. He has worked at Chicago Partners Investment Group LLC since 2013 and was previously with Retirewise CFP from 2022 to 2023. Chicago Partners Investment Group LLC serves a diverse client base including individuals, trusts, endowments, corporations, and not-for-profit plans. The firm employs a long-term, diversified investment strategy using fundamental analysis and offers customized portfolio management, financial planning, retirement plan services, and family-office reporting.

David Gross is a financial advisor with Jefferies Investment Advisers LLC in Chicago, IL, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has been with Jefferies & Company, Inc. since 2011. Jefferies Investment Advisers LLC provides fee-based financial planning services to a diverse client base, including individuals, trusts, estates, and charitable organizations, using a customized, collaborative process supported by third-party planning software and probability-based outcome analysis.

Abraham Fleck is a Series 65-licensed advisor at McAdam LLC with four years of industry experience. He has been with McAdam since 2021 and has prior work experience at Meanwhile Space CIC, Vicente Foods, Indiana University, and Windward School. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm manages client accounts on a discretionary basis and employs a range of investment strategies, including fundamental analysis and specialized exposures such as direct indexing and private investment funds.

Nicholas Sonzero is a Series 65 credentialed financial advisor at Chicago Partners Investment Group LLC with three years of industry experience. He previously worked at Village Bank & Trust, N.A. and has held roles at the University of Missouri, Oakton Community College, McGrath Acura of Morton Grove, Marquette University, and North Shore Country Club. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, nonprofits, and business entities, offering family office and retirement-plan consulting. The firm follows a long-term, diversified, asset-allocation investment approach utilizing fundamental and quantitative methods across a range of strategies including mutual funds, ETFs, fixed income, and selective alternative investments.

Steven Ungaro is a financial advisor at Curi Capital, LLC in Chicago, IL, holding a Series 65 designation. He joined Curi Capital in 2025 and has prior experience at JPMorgan Chase Bank, NA, where he worked for 11 years. Before joining the financial industry, he held roles outside the sector, including positions at Glenbard District 87 and First Student. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, retirement plans, institutions, and family offices. The firm employs a long-term, fundamental investment approach across equities and fixed income, utilizing a combination of proprietary strategies, third-party managers, and private funds.

Alex Helms is a financial advisor with IHT Wealth Management LLC in Chicago, IL, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. His prior roles include positions at LPL Financial, Wells Fargo Clearing Services, J.P. Morgan Securities, Northwestern Mutual, and Fidelity Investments. Outside of his advisory work, he is licensed as a non-variable insurance agent. IHT Wealth Management serves individual, corporate, and institutional clients, offering discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm employs a systematic investment process that includes fundamental value screening, quantitative optimization, and tax-aware strategies, managing nearly $9.8 billion in assets through a large network of investment adviser representatives.

Joseph Cheff is a financial advisor at Waverly Advisors, LLC in Chicago, IL, holding a Series 65 credential with one year of industry experience. Prior to joining Waverly Advisors in 2025, he worked for nine years at Promus Holdings. 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-markets allocations, serving both non-HNW and high net worth clients.