Dennis Dean is a financial advisor with ON Investment Management Company in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior experience includes roles at The O.N. Equity Sales Company, Ohio National Financial Services, Hornor, Townsend & Kent, Inc., and Penn Mutual Life Insurance Company. He serves as a board member of the Kiwanis Club of Lindenhurst/The Lakes. ON Investment Management Company is a multi-team SEC-registered investment adviser providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of investment programs and combines discretionary and non-discretionary management approaches.

Kyle Omery is a CFP® professional currently with Aprio Wealth Management, LLC and has one year of industry experience. His prior roles include positions at Corient Private Wealth, Aspiriant, and Richwood Investment Advisors. Aprio Wealth Management provides investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm uses a range of portfolio management techniques and offers access to sub-advised strategies and private investments, with continuous monitoring and at least annual client reviews.

David Stone is a financial advisor at IHT Wealth Management LLC with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley in various capacities from 2007 to 2017. He has been with IHT Wealth Management and affiliated with LPL Financial since 2017. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm uses a blend of fundamental stock selection and quantitative tools to manage diversified portfolios and offers discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Nolan Day is a financial advisor at Plante Moran Financial Advisors with one year of industry experience. He holds a Series 65 credential and has prior experience at Forum Health and Skypoint Ventures. 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 combines fundamental, technical, and cyclical analysis with proprietary market valuation models and frequently employs third-party managers and alternative investments.

Michael Wing is a financial advisor at B. Riley Wealth Advisors, Inc. in Chicago, IL, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with B. Riley-affiliated firms since 2012. Outside of advising, he is a licensed insurance agent involved with B. Riley Wealth Insurance. B. Riley Wealth Advisors offers investment advice and portfolio management to individual clients, pension plans, trusts, charitable organizations, and corporate clients. The firm employs a range of investment programs and manages approximately $4.21 billion in client assets through a team of about 173 advisors.

Bryon Stanislaw is a financial advisor at Curi Capital, LLC with eight years of industry experience. He holds the CFP® designation and several securities licenses, and has been employed at Jefferies & Company, Inc. since 2010. Outside of his advisory role, Stanislaw volunteers with Oak Park Family Services on their investment committee and serves as chairman and head of economic education for the Securities Industries Association Central States District. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, employer retirement plans, institutions, and family offices. The firm employs a long-term, fundamental investment approach combining proprietary strategies, third-party managers, and private funds.

Danielle Van Buren is a CFP® professional with six years of experience at Valeo Financial Advisors, LLC and a total of three years in the financial industry. Prior to joining Valeo, she held roles at Core Spaces, Beauty & Grace, Levee Tan & Laundry, and worked in educational settings including Purdue University and Guerin Catholic High School. Valeo Financial Advisors provides comprehensive financial planning and investment management services to individuals, families, and institutional clients. The firm employs a strategic asset-allocation approach with tactical adjustments and utilizes third-party research and independent managers, while also offering specialized services such as pro-bono planning and due diligence through its subsidiary, TwoPointO.

Scott Martin is a financial advisor with Kingsview Wealth Management, LLC in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Kingsview Partners LLC and Kingsview Wealth Management LLC since 2016. Outside of his advisory role, Martin serves as President and CEO of Accent Asset Management, a media services company, and contributes to Fox Business Network as an on-air reporter. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities, offering wealth management, financial planning, and asset management through a network of Investment Adviser Representatives and an internal portfolio group. The firm provides tailored portfolio management and constructs model strategies for separately managed accounts, ETFs, and external advisers, incorporating tactical, income-oriented, and alternative investment approaches.

Sam Kendree is a financial advisor at Chicago Partners Investment Group LLC with eight years of industry experience. He holds a Series 65 designation and has worked at several firms including SBMC Intellectual Property Law, Bluestone Venture Partners, Signia Capital, TCI Wealth, and Country Financial. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, not-for-profit plans, endowments, corporations, and other entities. The firm employs a long-term, diversified, asset-allocation approach that combines fundamental analysis with quantitative optimization, offering services such as financial planning, portfolio management, and family office consulting.

Matthew Newton is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining Zacks, he worked in roles across logistics, education, and local government. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm combines quantitative and qualitative analysis through proprietary models and offers a wide range of strategies and investment vehicles, serving both direct clients and other advisers.

Anna Claire Martins is a financial advisor at SpiderRock Advisors, LLC with three years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for four years before joining BlackRock Investments in 2026. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, utilizing systematic, technical, and quantitative approaches with proprietary software to manage option-based hedges and yield-enhancing overlays. The firm serves a diverse client base including asset managers, family offices, pension funds, and private funds.

Richard Burridge is a CFA® charterholder with 25 years of industry experience. He currently works at Curi Capital, LLC and has been with RMB Capital Management, LLC since 2005. Curi Capital serves individuals and families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm manages approximately $9.83 billion using a long-term, fundamental, bottom-up approach to equity investing and a fundamental relative-value strategy for fixed income, supplemented by third-party managers and proprietary risk analysis.

Lazarus Goosby is a financial advisor at Northern Trust Securities, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Northern Trust Securities in 2022, he worked at Nuveen Asset Management and Nuveen Securities from 2020 to 2022, Robert W. Baird from 2019 to 2020, and Loop Capital Markets from 2010 to 2019. Outside of his advisory role, he is involved in several business activities, including electrical services, website development, and transportation. Northern Trust Securities, Inc. provides investment advisory and model-based managed account services to high-net-worth individuals and institutional clients. The firm uses a model-driven approach combining proprietary and third-party investment products, supported by platform technology and governance reviews.

Michael Cooney is a financial advisor with Calamos Wealth Management LLC, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at J.P. Morgan Securities Inc., Wells Fargo, Bank of America Private Bank, and NorthRock Partners. Calamos Wealth Management provides discretionary wealth management, financial planning, and institutional advisory services for high-net-worth individuals, family offices, endowments, private foundations, corporations, and retirement plans. The firm employs an investment process that emphasizes asset allocation, quantitative and qualitative evaluation, and ongoing monitoring, utilizing a mix of equities, fixed income, mutual funds, ETFs, and private funds.

Sean Philbin is a financial advisor at Zacks Investment Management, Inc. with two years of industry experience. He holds a Series 66 designation and has previous experience at firms including Wells Fargo Clearing Services, Cetera, Renaissance Financial, and TD Ameritrade. 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 across a variety of investment strategies and also licenses indices and model portfolios to other advisers and sponsors.

Jake Eischens is a financial advisor with Curi Capital, LLC, holding CFP® and Series 65 licenses and possessing seven years of industry experience. His prior roles include positions at RMB Capital, the Comptroller of the Currency, and the University of North Dakota. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, employer retirement plans, institutions, and family offices. The firm employs a long-term, fundamental investment approach with a combination of proprietary strategies, third-party managers, and private funds.

Adam Erickson is a financial advisor at Northern Trust Securities, Inc. in Chicago, IL, holding Series 65 and Series 63 licenses with two years of industry experience. His prior roles include positions at Morgan Stanley and several smaller firms. Northern Trust Securities, Inc. is a wholly owned subsidiary of Northern Trust Corporation that serves high-net-worth individuals, retail investors, and institutional clients through discretionary portfolio management and a model-driven investment approach, offering a range of separately managed and strategist portfolios delivered via the Fidelity Managed Account Xchange platform.

Peter Steger is a financial advisor with Kingswood Wealth Advisors, LLC and holds the ChFC® designation along with a Series 63 license. He has 43 years of industry experience, including prior roles at Cambridge Investment Research Advisors. Outside of his advisory work, he serves as president of The Efficient Edge, a company that develops actuarial-based strategies to optimize returns on life insurance, and he is involved in several nonprofit and trustee roles, including serving as board president of the Kappa Kappa Sigma House Corporation. Kingswood Wealth Advisors serves a diverse client base that includes individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm offers customized portfolio management, financial planning, and ERISA plan advisory services, utilizing an open-architecture platform and integration with affiliated financial entities, including insurance-related account management.

Todd Lestina is a financial advisor with Latitude Advisors, LLC, holding a Series 66 designation and over 20 years of industry experience. He has been with Latitude Advisors and GWN Securities, Inc. since 2009, and owns Lestina & Associates, LLC, a tax preparation and accounting firm. He is also an independent insurance agent specializing in fixed and health insurance products. Latitude Advisors serves individuals, high-net-worth clients, and various institutional and corporate entities, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of valuation-driven and momentum-based multi-asset model strategies, managing most accounts on a discretionary basis with continuous monitoring and rebalancing.

Adam Spector is a CFP® professional with nine years of experience in financial advising, currently with The Mather Group, LLC in Chicago, IL. He has been with The Mather Group since 2016 in various capacities. 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 customizable portfolios and leverages AI tools under human oversight to support market analysis and client communications.