George Fludas is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding a Series 65 credential with three years of industry experience. He co-founded Esygma Inc., a digital marketing and web development firm supporting small businesses, though he is no longer actively involved in its operations. Prior to joining Zacks in 2022, his work history includes roles outside the financial industry. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, pooled investment vehicles, and institutional clients. The firm employs proprietary quantitative models combined with qualitative portfolio management across diverse strategies and manages affiliated mutual funds and ETFs, distributing strategies through various wrap-fee and unified managed account programs.

Benjamin Wozniak is a financial advisor at The Mather Group, LLC in Chicago, IL, holding a Series 65 credential. He has one year of experience in the industry, including time spent at The Mather Group and prior roles outside finance such as Benoot Pressure Washing and Poplar Creek Country Club. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities with combined 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 customized strategies including direct indexing and ESG portfolios.

Liza Blundell is a financial advisor with Jefferies Investment Advisers LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at Jefferies LLC since 2013. Jefferies Investment Advisers LLC provides fee-based financial planning services to a broad range of clients including individuals, trusts, estates, and corporations. The firm employs a customized, collaborative planning process supported by financial planning software and scenario analysis, focusing on comprehensive planning topics without offering security-specific investment recommendations.

Liam Duffy is a financial advisor at FourStar Wealth Advisors, LLC with a Series 65 designation and three years of industry experience. His prior work includes roles at John B. Sanfilippo And Son, Lifetime Fitness, and Joe's Brewery. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm combines fundamental and technical analysis and manages portfolios mainly on a discretionary basis, tailoring investments to clients’ risk tolerance and time horizon.

Charles Garrido is a financial advisor at A.G.P. / Alliance Global Partners with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at McDonald Partners LLC, Sanctuary Securities, Inc., and KeyBanc Capital Markets Inc. Garrido is president of the FAF Foundation, a charitable organization, and serves as Secretary of the Board and Chair of the Finance Committee for the advocacy nonprofit RAICES. He is also working on authoring two books, one on his experience growing up Cuban and another on financial strategies. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser and FINRA-member broker-dealer with approximately 131 advisors managing nearly $3 billion for over 7,000 clients. The firm offers a range of portfolio management, financial planning, retirement-plan advisory, and brokerage services using an open-architecture model that incorporates both internally managed and sub-advised strategies.

Nicole Polanco is a CFP® professional with eight years of industry experience, currently serving at Chicago Partners Investment Group LLC since 2015. She holds the Series 65 designation and is based in Chicago, IL. Chicago Partners Investment Group LLC advises a diverse client base, including individuals, trusts, endowments, corporations, and not-for-profit plans. The firm employs a long-term, diversified investment approach, utilizing fundamental analysis and a range of strategies such as direct indexing and tax-loss harvesting, while offering customized portfolio management and financial planning services.

John Eberle is a financial advisor at FourStar Wealth Advisors, LLC in Chicago, IL, holding Series 63 and Series 65 licenses with 26 years of industry experience. His prior roles include positions at Vivaldi Capital Management LLC, Taiber Kosmala, and Fiduciary Financial Partners LLC. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a combination of fundamental and technical analysis with diversified asset allocation, managing portfolios primarily on a discretionary basis tailored to clients’ risk tolerance and time horizon.

David Donnelly is a financial advisor at SpiderRock Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at BlackRock Investments, LLC since 2024. Outside of his advisory role, he provides advice to the CEO of Trove, LLC, a company that offers loans to individuals. SpiderRock Advisors, LLC provides discretionary overlay and portfolio management services to institutional and wealth-management clients, utilizing a rules-based, systematic approach that combines quantitative and fundamental inputs. The firm is known for its expertise in listed derivatives and dynamic option overlays, serving a diverse client base including asset managers, family offices, and pension funds.

Azita Aminian is a financial advisor at Centennial Securities Company, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 36 years of industry experience. She has been with Centennial Securities since 2011. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets. The firm serves individuals, trusts and estates, retirement plans, foundations, endowments, and business entities, offering discretionary and non-discretionary investment management, financial planning, and access to third-party manager programs.

Daniel Nakano is a CFP® professional with 20 years of industry experience, currently affiliated with Curi Capital, LLC. He previously worked at RMB Capital Management LLC for nine years and Morgan Stanley for three years. 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 across a diverse client base.

Mark Toledo is a CFA® charterholder with 28 years of industry experience. He has been with Chicago Partners Investment Group LLC since 2013 and serves as president of an inactive registered investment adviser, Total Portfolio Management, LLC. Chicago Partners Investment Group LLC advises a diverse client base including individuals, trusts, endowments, and corporations. The firm employs a long-term, diversified investment approach, utilizing fundamental analysis and customized portfolios with strategies such as direct indexing and tax-loss harvesting.

Ryan Mc Evily is a Series 65 licensed financial advisor with Plante Moran Financial Advisors in Chicago, IL, with two years of industry experience. He joined Plante Moran in 2023 after prior roles at Jessup Wealth Management and the University of Dayton. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including high-net-worth individuals, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment approach combining fundamental, technical, and cyclical analysis with proprietary market valuation tools.

Krista Linn is a CFA® charterholder with 28 years of industry experience. She has worked at Bartlett & Co. Wealth Management LLC since 2019 and was previously with Lodestar Investment Counsel, LLC from 2015 to 2019. She serves on the Board of Trustees for the Chicago Academy For The Arts, an independent arts high school. Bartlett & Co. Wealth Management LLC provides discretionary wealth management and financial planning services to high-net-worth individuals, families, and a variety of institutional clients. The firm emphasizes diversified asset allocation and relative-value fixed income strategies, leveraging mutual funds, ETFs, and third-party platforms to implement client portfolios.

Barbara Harlan is a CFP® professional with three years of industry experience, currently serving at Chicago Partners Investment Group LLC. Prior to her current role, she held positions at the University of Notre Dame. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, endowments, corporations, and other entities. The firm employs a long-term, diversified, asset-allocation approach utilizing fundamental analysis and quantitative optimization across various investment vehicles, offering family office, trustee, and retirement-plan consulting services.

Michael Manning II is a Series 65 credentialed advisor at The Mather Group, LLC with one year of industry experience. His prior roles include positions at RTS Financial, Pentegra Systems, and NFI, along with several years in educational settings. 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 featuring risk-based allocation models and tax-synchronized portfolio construction, along with customization options such as direct indexing and ESG portfolios.

Brian Levy is a financial advisor with Zacks Investment Management, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been with Zacks Investment Management for ten years. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, pooled investment vehicles, and institutional clients, and serves as a portfolio manager for mutual funds and ETFs. The firm combines proprietary quantitative models with qualitative portfolio management across various strategies and offers retail wealth management, alternative investments, and model portfolios distributed through wrap-fee and unified managed account programs.

Michael Hartlieb is a CFP® and holds a Series 65 license, currently serving with Plante Moran Financial Advisors in Chicago, IL. He has six years of industry experience, including roles at Baker Tilly Virchow Krause and Googins Advisors, as well as academic positions at the University of Wisconsin. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a broad client base that includes individual households, institutional clients, and sovereign wealth funds. The firm employs a multifaceted investment process incorporating fundamental, technical, and cyclical analysis and utilizes both discretionary and non-discretionary portfolio management strategies.

Joshua Rogers is a financial advisor with Arete Wealth Advisors, LLC in Chicago, IL, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been associated with Arete Wealth Advisors and its related entities since 2007 and serves as CEO and Chairman of Arete Wealth Inc., the holding company for several financial services and consulting firms. Outside of his advisory work, Rogers is involved in renewable energy projects through board and managing member roles, and he produces films with Night Radio Film, Inc. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary rule-based portfolio models, uses third-party sub-advisers, and acts as an ERISA fiduciary when applicable, integrating these services with affiliated financial businesses and product channels.

Kristen Oziemkowski is a financial advisor at The Mather Group, LLC with nine years of industry experience. She holds the Series 65 designation and previously worked for Bank of America - Merrill Lynch for nine years before joining The Mather Group in 2017. The Mather Group 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 employs an evidence-based investment approach with risk-based allocation models, tax-synchronized portfolio construction, and customization options such as direct indexing and ESG factor portfolios.

Dennis O'Malley Jr. is a financial advisor at SpiderRock Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including BlackRock Investments LLC, Northern Trust, and Goldman Sachs. Outside of finance, he is the founder of Top Corner Enterprises LLC, an e-commerce business involved in Etsy and Amazon affiliate marketing. SpiderRock Advisors provides discretionary overlay and portfolio management services to institutional and wealth-management clients, employing a rules-based, systematic approach that integrates quantitative and fundamental inputs. The firm specializes in listed derivatives and dynamic option overlays, serving a diverse client base that includes asset managers, registered investment advisors, banks, broker-dealers, family offices, pension funds, and high-net-worth individuals.