Sam Ogrizovich is a CFP® with 30 years of industry experience. He is currently with Modern Wealth Management, LLC and previously worked at OFM Wealth for over four decades. He maintains an active insurance license and oversees existing life insurance and variable annuities. Modern Wealth Management provides investment advisory and integrated planning services to individuals, trusts, retirement plans, charitable organizations, broker-dealers, and corporations. The firm uses a centralized portfolio management model supported by an Investment Committee and offers services including discretionary investment management, modular financial planning, tax and estate planning, and insurance solutions.

Matthew Schilling is a financial advisor at Northern Trust Securities, Inc. with nine years of industry experience. He has previously worked at Morgan Stanley, Bank of America, Merrill, and TD Ameritrade. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that offers discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients, providing Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs via the Fidelity Managed Account Xchange platform.

Laura Cuber is a CFP® professional with eight years of industry experience. She currently works at Bartlett & Co. Wealth Management LLC and previously held positions at Mercer Global Advisors and Kanaly Trust Services. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and a variety of institutional clients, providing discretionary wealth management and comprehensive financial planning. The firm emphasizes diversified asset allocation and relative-value analysis for fixed income, utilizing mutual funds, ETFs, and third-party platforms while offering access to affiliate and intermediary services through its integration with the Focus Financial Partners network.

Katherine Ozog is a CFP® with 18 years of industry experience, currently serving at Curi Capital, LLC. She has been with RMB Capital Management, LLC since 2010. Curi Capital serves individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental investment approach and manages approximately $9.83 billion across various account types, combining in-house strategies with external managers and proprietary risk analysis tools.

Donald Bechter is a CFA® charterholder with 14 years of industry experience, currently serving at Curi Capital, LLC. He has worked at RMB Capital Management since 2011. Outside of his advisory role, he is an investor in several private equity and real estate loan funds. Curi Capital serves individuals, families, institutions, and other clients through wealth management, asset management, retirement plan solutions, and family office services. The firm manages approximately $9.83 billion and employs a long-term, fundamental investment approach across equity and fixed income strategies, combining in-house and external management resources.

Evan Kasal is a financial advisor at FourStar Wealth Advisors, LLC in Chicago, IL, holding a Series 65 designation. He joined FourStar in 2024 and has prior experience at The Power Company, NielsenIQ, Billtrust, Keeper, and CDW. FourStar Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a combination of fundamental and technical analysis, managing diversified portfolios tailored to clients’ risk tolerance and time horizon.

Mark Harmon is a Series 65-licensed financial advisor with FourStar Wealth Advisors, LLC in Chicago, IL, bringing 29 years of industry experience. He has worked at FourStar since 2016 and previously held roles at Kingsview Wealth Management, LLC and Everett Wealth Solutions, Inc. Harmon also works as an independent insurance agent, providing life insurance sales as part of overall financial planning. 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 uses a combination of fundamental and technical analysis to manage diversified portfolios, including mutual funds, ETFs, individual securities, options, and third-party managers, typically on a discretionary basis tailored to client risk tolerance and time horizon.

Thomas Clark is a financial advisor at Merit Financial Advisors with two years of industry experience. He holds a Series 66 designation and has worked at firms including Commonwealth Financial Network, Blueprint Wealth Advisors, Charles Schwab Investment Management, and Jackson National Asset Management. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving around 20,040 clients across 66 offices and managing approximately $23.9 billion in client assets. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach using centrally managed sleeves and standard model allocations overseen by an internal Investment Management team.

Edilberto Ortiz is a financial advisor at IHT Wealth Management LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at IHT Wealth Management since 2016, LPL Financial since 2009, and was a partner at E.C. Ortiz & Co. LLP, an accounting and auditing firm, for 47 years. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm utilizes a blend of fundamental stock selection and quantitative tools across diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of over 150 advisers.

Byron Mandell is a financial advisor at Chicago Partners Investment Group LLC with six years of industry experience. He holds the CFP® and Series 65 designations and has been with Chicago Partners since 2018. In addition to his advisory work, Mandell is affiliated with Loyola University Chicago. Chicago Partners Investment Group LLC provides advisory services to high-net-worth individuals, trusts, not-for-profit plans, endowments, corporations, and family offices. The firm employs a long-term, diversified, asset-allocation investment approach, utilizing mutual funds, ETFs, direct indexing, fixed income, options, structured notes, and select alternative strategies.

Terry Mccaffrey is a financial advisor at VestGen Advisors, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Optimum Investment Advisors since 2009. He is also a co-founder and member of VestGen Wealth Partners Holdings, LLC, a financial services holding company. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for about 9,453 clients. The firm serves individual and high-net-worth clients, offering investment management, financial planning, wrap-fee programs, and retirement plan services using a variety of analytical methods and third-party managers.

Manish Jain is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with Zacks Investment Management since 2007. Zacks Investment Management provides discretionary portfolio management to a diverse client base including individuals, trusts, retirement plans, and institutional investors. The firm employs a proprietary stock-ranking approach centered on earnings-estimate revisions and offers a wide range of strategies and investment vehicles, operating across retail, institutional, and third-party distribution channels.

Patrick Wade is a CFA® charterholder with seven years of industry experience. He has worked at Chicago Partners Investment Group LLC since 2019 and previously was employed at Wintrust Financial Corp. from 2017 to 2019. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, not-for-profit plans, endowments, corporations, and other business entities. The firm employs a long-term, diversified, asset-allocation approach incorporating fundamental analysis and quantitative optimization across a range of investment vehicles.

Gary Costarella is a financial advisor with Nations Financial Group, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Prior to joining Nations Financial Group in 2025, he worked for Wells Fargo Advisors Financial Network LLC for 16 years. He is also the owner of C & R Capital Management, through which he provides investment and advisory services. Nations Financial Group, Inc. offers investment advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm’s investment approach combines proprietary model portfolios with the option to select outside managers, tailoring strategies to client objectives, risk tolerance, and liquidity needs.

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.