John Menton IV is a financial advisor at Curi Capital, LLC with 14 years of industry experience. He holds the Series 66, Series 65, and Series 63 designations and has worked at MML Investors Services and MassMutual since 2020, as well as Jamcap LLC since 2008. 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.

Kelsey Keefner is a financial advisor at Curi Capital, LLC with two years of industry experience. She holds a Series 65 designation and has been with Curi RMB Capital since 2020. Her prior work experience includes roles at Norcon and Jimmy Johns, as well as completing her college education at Northeastern Illinois University. Curi Capital serves individuals, families, institutions, corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm manages approximately $9.83 billion through a combination of in-house and external strategies, emphasizing long-term fundamental analysis and offering a range of wealth management, asset management, and retirement plan services.

Robert Hankla is a CFP® professional with 19 years of experience in financial advising. He has been with The Mather Group, LLC since 2020, following eight years at Resource Advisory Services. 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 guidance, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and tax-synchronized portfolio construction, providing customized solutions such as direct indexing and ESG factor portfolios.

Todd Long is a financial advisor with The Mather Group, LLC, based in Chicago, IL. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. His prior roles include positions at Financial Engines Advisors, Edelman Financial Services, EF Legacy Securities, and Fidelity Brokerage Services. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by offering 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 provides customization options such as direct indexing and ESG factor portfolios.

Colin Cheaney is a CFA® charterholder with over five years of industry experience. He currently works at IHT Wealth Management LLC and previously held roles at Marquette Associates and Illinois Wesleyan University. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients, offering discretionary asset management, financial planning, and ERISA plan consulting. The firm employs a blended investment approach combining fundamental stock selection with quantitative tools and diversified model portfolios, supported by various operational features including an affiliated broker-dealer and venture/private equity activities.

Peter Lee is a financial advisor at Summit Trail Advisors, LLC based in Chicago, IL, with 20 years of industry experience. He holds the Series 66 designation and has worked at firms including Barclays Capital Inc. and Lehman Brothers Inc. Lee serves as an advisor to the board of the Solder True Life Foundation. Summit Trail Advisors serves individuals, business entities, trusts, and institutional clients by providing portfolio management, financial planning, family-office services, and retirement plan advisory. The firm employs an open-architecture investment process across multiple asset classes and manages approximately $20 billion with a focus on due diligence and diversified investment approaches.

Dimitre Ivanov is a financial advisor at Summit Trail Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes positions at UBS Financial Services, Banc West Investment Services, LPL Financial, and Corient. Summit Trail Advisors serves individuals, business entities, trusts, estates, charitable organizations, pension and profit-sharing plans, and institutional clients. The firm employs an open-architecture investment approach focusing on asset allocation, investment selection, and portfolio construction across multiple asset classes and outcome buckets.

Jakob Marringa is a CFA® with 16 years of industry experience. He has been with United Capital Financial Advisors since 2009. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm offers customized investment solutions and supports other independent advisors through its FinLife Partners platform, while maintaining a broad affiliate network that includes legal, trust, lending, and referral services.

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.

Patrick Kaiser is a ChFC® credentialed financial advisor with 23 years of industry experience, currently with Tucker Asset Management LLC since 2025. His prior roles include positions at IAMS Wealth Management, Royal Fund Management, and VIRTUE CAPITAL MANAGEMENT. He also works as an independent insurance agent, offering annuities, life and health insurance products, and physical precious metals. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations. The firm provides discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory services using a top-down, macroeconomic asset-allocation process and a range of investment strategies, including alternative investments.

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.