Brian Plain is a CFP® professional with 20 years of experience in the financial services industry. He has been with Gradient Advisors, LLC since 2014. In addition to his advisory role, he provides consulting services to small business owners focused on business management and growth. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm supports a network of 169 advisors across 154 offices and employs a combination of fundamental, technical, and cyclical analysis to tailor investment strategies.

Stanley Lovelace is a financial advisor with On Investment Management Company in Chicago, IL, holding Series 63 and Series 65 credentials and 34 years of industry experience. His career includes long-term affiliations with United Security Life, Principal Financial Group, The O.N. Equity Sales Company, and Cadaret, Grant & Co., Inc. Outside of advisory work, he owns and operates several insurance-related businesses focused on the sale of fixed annuities, life insurance, disability, and health products, as well as an online term life insurance marketing platform. On Investment Management Company is a subsidiary of The O.N. Equity Sales Company that provides financial planning, portfolio management, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, families, trusts, and institutions. The firm combines brokerage and advisory services through a dual-registration model, offering both discretionary and non-discretionary investment programs.

Matt Goren is a CFP®-designated financial advisor at Main Street Financial Solutions, LLC with one year of industry experience. He serves as Chief Strategy Officer for Danko Education, a financial education firm, and is also Director of Curriculum for the Global Financial Planning Institute. His prior roles include positions at Farther Finance Advisors and CeriFi. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs an academic-based, multi-asset class investment approach focused on mutual funds and low-cost ETFs, while also utilizing actively managed funds and alternative investment platforms.

Grace Stewart is a financial advisor at The Mather Group, LLC with one year of industry experience. She holds a Series 65 designation and worked in education for 11 years prior to joining The Mather Group. 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, and family office services. The firm follows an evidence-based investment approach with customizable portfolio solutions and integrates AI tools under human oversight for market analysis and client communications.

Daniel Hynes is a financial advisor at SpiderRock Advisors, LLC with one year of industry experience. He holds a Series 66 designation and has worked previously at BlackRock Investments LLC, Halo Investing, and Northern Trust Company. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, including asset managers, registered investment advisers, banks, broker-dealers, family offices, and high-net-worth individuals. The firm utilizes systematic, technical, and rules-based processes combined with quantitative and fundamental analysis to manage option-based hedges and yield-enhancing overlays.

Kim Brownlee is a financial advisor with MissionSquare Retirement in Chicago, IL, holding Series 63 and Series 65 designations and 26 years of industry experience. She has worked at Icma Retirement Corporation since 2007. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Steven Dudash is a financial advisor with IHT Wealth Management LLC in Chicago, IL, holding a Series 66 designation and 26 years of industry experience. He has worked at LPL Financial and Lpl Insurance Associates since 2014. Outside of his advisory role, Dudash serves as CEO and Principal of Riverwalk Capital Partners LLC. IHT Wealth Management serves 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 fiduciary services through a large network of advisors.

Alejandro Pastrana is a financial advisor with Packerland Brokerage Services, Inc. He holds Series 65 and Series 63 licenses and has nine years of industry experience. Prior to joining Packerland in 2025, he worked at Northwestern Mutual and Serene Financial Group. He is the sole owner of Serene Financial Group, LLC, where he dedicates time to life, health, long-term care, and disability insurance services. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors, through a network of 176 advisors with $1.358 billion in assets under management. The firm offers financial planning, portfolio management, wrap-fee and unified managed account programs, and retirement-plan consulting, providing investment solutions directly and via third-party managers.

Christian Early is a financial advisor at Curi Capital, LLC in Chicago, IL, holding a Series 65 designation with five years of industry experience. His prior roles include positions at RMB Capital Management LLC from 2019 to the present and earlier experience at Denison University and Ruth Lake Country Club. Curi Capital is an SEC-registered investment adviser with approximately $11.6 billion in regulatory assets under management, serving individuals, employer retirement plans, institutions, mutual funds, private funds, and family offices. The firm employs a long-term, fundamental investment approach using a mix of proprietary strategies, third-party managers, mutual funds, and private funds.

Robert Balanoff is a financial advisor with Packerland Brokerage Services, Inc. in Chicago, IL, holding Series 63 and Series 66 credentials and 19 years of industry experience. His career includes roles at AllState Financial Services and multiple businesses he leads, such as Balanoff Tax Services LLC and Balanoff Insurance Agency, Inc. Outside of his advisory work, he is involved in mortgage origination through Nexa Mortgage LLC and assists clients with real estate transactions via Homevisor, LLC. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory programs. The firm offers both brokerage and advisory services through a variety of managed portfolio options and third-party arrangements, managing over $900 million in client assets.

Stephen Gigliotti is a financial advisor with BMO Nesbitt Burns Securities Ltd. in Chicago, IL, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at J.P. Morgan Chase Bank and J.P. Morgan Securities, where he worked for 12 years before joining BMO-related firms in 2018. BMO Nesbitt Burns Securities Ltd. provides discretionary investment advisory, brokerage, and financial planning services to individuals, trusts, entities, and retirement accounts in both the U.S. and Canada. The firm manages accounts according to client-specific Investment Policy Statements, utilizing a diversified approach that includes equities, fixed income, mutual funds, and ETFs.

Jacob Barton is a financial advisor with Waverly Advisors, LLC in Chicago, IL, holding a Series 65 credential and seven years of industry experience. Prior to joining Waverly Advisors in 2025, he worked for thirteen years at Promus Holdings, LLC. Outside of advisory work, he has been involved in winding down a vending machine franchise business. Waverly Advisors is a multi-team registered investment adviser serving individual clients, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations and provides various financial planning and consulting services.

Andrew Mattingly is a financial advisor at The Mather Group, LLC with a Series 66 credential and less than one year of industry experience. His previous roles include positions at Lenox Advisors, MML Investors Services, MassMutual Life Insurance Company, and Stock Yards Bank and Trust. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and offers customization options such as direct indexing and ESG factor portfolios.

Kobe Rudin is a financial advisor at Curi Capital, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Curi RMB Capital, LLC, Preqin, Trinity International University, and Gilson Graphics. Curi Capital serves individuals, families, institutions, retirement plan sponsors, charitable organizations, and pooled investment vehicles, managing approximately $9.83 billion across various investment vehicles. The firm employs a long-term, fundamental, bottom-up approach to equities and a fundamental relative-value strategy for fixed income, combining in-house strategies with external managers and proprietary risk analysis tools.

Alexander Blashewski is a financial advisor at IHT Wealth Management LLC with three years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and IHT Wealth Management since 2012. In addition to his advisory role, he provides tax preparation and accounting services through related business activities. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach using fundamental stock selection, quantitative tools, diversified model portfolios, and option strategies, supported by a network of approximately 153 advisors.

Tyler Kendzior is a Series 65-licensed financial advisor with McAdam LLC in Chicago, IL, where he has worked since 2019. He has four years of industry experience, including prior roles at Room 38 and the University of Missouri. McAdam LLC serves a diverse clientele including individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm employs a discretionary investment approach with portfolios tailored through fundamental analysis and incorporates specialized exposures such as private investment funds and cryptocurrency via exchange-traded vehicles.

What is "Vita"? "Vita" means life in Italian and at Vita Wealth Management, we believe life is meant to be lived to the fullest, and money is simply a tool to help you achieve your best life. By aligning your financial strategy with your personal goals, we help you make informed decisions so you can focus on what truly matters. "I started Vita Wealth Management because I believed that there was a better way of doing things and in order to best serve clients I needed to be completely independent. This allows me to remain completely objective and focus on providing the best advice possible." Being independent and Fee Only allows us to avoid being pushed to sell propriety products, portfolios, insurances and direct conflicts of interest. Vita Wealth Management is a full service wealth management and tax firm. Being an Enrolled Agent also puts us in a unique position to provide in-depth tax planning and tax preparation services for our clients. We believe doing this in tandem with investment management and financial planning creates significant value for our clients.

Peter Arboleda is a financial advisor with IHT Wealth Management LLC in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with Lpl Insurance Associates, LPL Financial, and IHT Wealth Management since 2014. Outside of his advisory role, he provides business strategy support for a family-operated flower shop. IHT Wealth Management serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, trusts, and corporate clients. The firm employs a diversified investment approach that combines fundamental stock selection with quantitative tools, offering discretionary asset management, financial planning, and ERISA consulting through a network of approximately 153 advisors.

Brian Musso is a financial advisor at Waverly Advisors, LLC with 17 years of industry experience. He holds a Series 65 designation and has worked at Promus Capital, LLC and Promus Holdings, LLC since 2006. Outside of his advisory roles, Musso serves on the boards of several organizations, including a music label, a community center nonprofit, and a paper company, and is involved in private equity through Musso Capital Management, LLC. 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 market allocations and offers financial planning, retirement plan consulting, and multi-family office services.

John Walsh is a financial advisor with FourStar Wealth Advisors, LLC in Chicago, IL, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Realta Equities, Inc. and Oppenheimer & Co. Inc. FourStar Wealth Advisors provides investment management, comprehensive financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals, trusts, and charitable organizations. The firm employs discretionary portfolio management using a combination of fundamental and technical analysis tailored to clients’ risk tolerances and objectives.