Claire Davis is a financial advisor at The Mather Group, LLC in Chicago, IL, with four years of industry experience. Prior to joining The Mather Group, she worked at Kautex Textron and Miami University. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing combined financial planning, investment management, tax and estate planning guidance, and family office services. The firm uses an evidence-based investment approach with tax-synchronized portfolio construction and offers customization options such as direct indexing and ESG factor portfolios.

David Chase is a financial advisor with NewEdge Wealth in Chicago, holding a Series 66 designation and 17 years of industry experience. Prior to joining NewEdge Wealth and NewEdge Securities LLC in 2025, he worked at Wells Fargo Clearing and Wells Fargo Advisors from 2015 to 2025. He serves as a board member and finance committee member at Hinsdale Community House, where he advises on financial and investment matters. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional clients. The firm offers comprehensive advisory services with an investment process that emphasizes asset allocation, investor behavior, and a combination of model strategies, separately managed accounts, and alternative investments.

Brian Erickson is a financial advisor at IHT Wealth Management LLC in Chicago, IL, holding a Series 66 designation with eight years of industry experience. He has worked at IHT Wealth Management and LPL Financial since 2018 and briefly at PGA Tour Superstore in 2020. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors with services including discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm’s investment approach integrates fundamental value screening, quantitative optimization, and tax-efficient strategies, managing approximately $9.8 billion in assets through a network of about 159 advisors.

Michael Sullivan is a financial advisor with IHT Wealth Management LLC in Chicago, IL, holding a Series 66 designation and 27 years of industry experience. His prior roles include positions at LPL Financial LLC, Vestwell Advisors LLC, Raymond James Financial Services, and USI Advisors, among others. He also provides investment advisory services through IHT Wealth Management, an independent registered investment advisor. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, offering discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers. The firm uses a combination of fundamental value screening, quantitative optimization, and periodic rebalancing in its investment process.

Andrew Pagoulatos is a financial advisor at LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Prior to joining LaSalle St., he worked at Stifel Nicolaus & Co Inc and Morgan Stanley in various capacities over a combined 17 years. He is also involved with LaSalle St. Insurance Services, focusing on fixed insurance. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs and manages a predominantly non-discretionary asset base using a mix of mutual funds, ETFs, equities, fixed income, and options.

Khai Le is a financial advisor with Capital Analysts, holding a Series 66 credential and 27 years of industry experience. His prior roles include positions at Lincoln Investment, Agia, Valic Financial Advisors, and Ameriprise. Outside of advisory work, he is a co-owner and silent partner in two boba tea shops operated by his spouse. Capital Analysts serves a diverse client base including retail and institutional investors such as trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, and retirement-plan advice through a combination of discretionary in-house investment management and non-discretionary third-party advisory services.

Richard Lloyd III is a financial advisor with Highpoint Planning Partners, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has managed Lloyd Wealth Advisors since 2014 and has been involved with R. Lloyd & Co Ltd, a tax preparation and accounting firm, since 1999. HighPoint Advisor Group serves a range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management and financial planning services, constructing client portfolios through personal consultations and fundamental analysis across various investment vehicles.

Scott Ueckert is a financial advisor at The Mather Group, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Private Advisor Group, LLC and LPL Financial. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering comprehensive 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 in its processes.

Catherine Fortuna is a financial advisor at The Mather Group, LLC with 14 years of industry experience. She holds a Series 66 designation and previously worked at Bessemer Trust for nine years. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing comprehensive 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 offers customization options including ESG portfolios and concentrated stock management.

Matthew Fischer is a CFA® charterholder with 11 years of industry experience. He has been with Chicago Partners Investment Group LLC since 2011. Chicago Partners Investment Group LLC advises a diverse client base, including individuals, trusts, not-for-profits, endowments, and corporations. The firm employs a long-term, diversified investment approach with customized portfolios and offers services ranging from discretionary portfolio management to family-office reporting.

Jake Burke is a Series 66-credentialed financial advisor with six years of industry experience. He has worked at LPL Financial and Edward Jones prior to joining IHT Wealth Management LLC. He is based in Chicago, IL. IHT Wealth Management serves individual, corporate, and institutional clients, offering discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO services, and access to third-party managers. The firm tailors portfolios using proprietary models and employs a disciplined investment process that includes fundamental screening, quantitative optimization, and periodic rebalancing.

Alona Anspach is a CFP®-certified financial advisor with 39 years of industry experience, currently affiliated with LPL Financial in Northbrook, IL. She has held roles at IHT Wealth Management, Sheridan Road Advisors, and Independent Financial Partners. Anspach serves as a trustee on the board of the Jewish Women’s Foundation. LPL Financial offers advisory and brokerage services to a diverse client base, including individuals, retirement plans, institutions, and charities. The firm supports its advisors with in-house research and a wide range of investment solutions, combining large-scale advisory capabilities with non-advisory product offerings.

William Alexander is a CFP® with eight years of experience at JMG Financial Group Ltd in Downers Grove, IL. He has worked at JMG continuously since 2014 in various roles. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with comprehensive wealth management, portfolio management, and consulting services. The firm uses a planning-based, long-term investment approach focused on strategic asset allocation and offers a range of investment options including ETFs, mutual funds, individual equities, fixed income, and private investments.

Shireen Daniels is a CFP® professional with 14 years of experience in the financial industry. She is currently with IHT Wealth Management LLC, where she has worked since 2018, and previously was associated with The Lighthouse Institute Inc. and LPL Financial. Outside of advisory services, she owns Lighthouse College Planning, a college planning specialist business. IHT Wealth Management serves a diverse client base including individuals, pension 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, and offers discretionary asset management, financial planning, and comprehensive ERISA fiduciary services through a network of over 150 advisors.

Joseph Supina is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He has been with LaSalle St. Investment Advisors and its affiliated broker-dealer since 2009, following prior roles at LPL Financial and Edward Jones. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, with a notable emphasis on managing a predominance of non-discretionary assets through a variety of investment vehicles and third-party managers.

Jonathan Gussick is a CFP®, CFA®, and holds a Series 63 license with 15 years of industry experience. He currently works at The Mather Group, LLC and has been with the firm since 2019. Prior to joining The Mather Group, he worked at TIAA and TIAA-CREF for six years. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing comprehensive 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.

Blake Wohlwend is a financial advisor at Ritholtz Wealth Management in Chicago, holding a Series 65 credential. He has been in the industry since 2023, with prior experience at Ameriprise and Northwestern Mutual. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment approach focused on asset allocation and behavioral finance, utilizing diversified, low-cost ETFs alongside tactical strategies and alternative investments.

Jonathan Jamieson is a financial advisor at JMG Financial Group Ltd with one year of industry experience. He holds the Series 65 designation and previously worked at Spotlight Asset Management and RJ O'Brien & Associates. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, providing comprehensive wealth management, portfolio management, and consulting services. The firm employs a planning-based, long-term investment approach with strategic asset allocation and offers multiple operational features, including held-away account management and tax-aware strategies.

Mark Lishchynsky Jr. is a financial advisor with World Equity Group, Inc. in Schaumburg, IL, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has been with World Equity Group since 2013. World Equity Group provides fee-based investment advisory and financial planning services to individuals, pension plans, trusts, estates, and business entities. The firm offers managed portfolios through its wrap-fee programs, combining discretionary portfolio management, financial planning, and third-party money managers.

Bruce Vollrath is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 65 credentials and has 42 years of industry experience. He has been with La Salle St. Securities, Inc. since 1996. In addition, he is involved in fixed insurance activities. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, with a notable emphasis on non-discretionary asset management.