Kyle Schneider is a financial advisor at SpiderRock Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at BlackRock Investments LLC and BlackRock since 2023, as well as at Harris Associates and Harbor Capital Advisors earlier in his career. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, employing systematic, technical, and rules-based strategies that combine quantitative and fundamental analysis. The firm specializes in option-based hedges and yield-enhancing overlays, offering portfolio overlay, strategy management, and collateral services through both discretionary and sub-advisory mandates.

Kimberly Woodsum is a financial advisor at Simplicity Wealth with two years of industry experience. She holds a Series 65 designation and previously worked at Ehlert Financial Group, Inc. from 2022 to 2024. Outside of her advisory role, she also presents and sells life insurance to clients when appropriate. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, institutional clients, and other financial firms. The firm uses a fund-of-funds investment approach primarily with ETFs and mutual funds, offering model portfolios that are actively monitored and rebalanced, alongside advisory and technology services for other advisers.

Brian Schmehil is a CFP® with 18 years of industry experience, currently serving as a financial advisor at The Mather Group, LLC since 2016. He previously worked at Morgan Stanley from 2008 to 2011. Outside of his advisory role, he manages personally owned real estate through leasing and property management. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and offers customized portfolio solutions including direct indexing and ESG factor portfolios.

John Sciaccotta is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 10 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Forum Financial Management, LP. In addition to his advisory role, he is the managing partner of DeMarco Sciaccotta Wilkens & Dunleavy, LLP, a CPA firm. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary investment management programs, including third-party manager selection and monitoring.

Adam Sarno is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with six years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill and Bank of America. He also mentors college students who are members of Beta Theta Pi at Butler University. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, utilizing a mix of mutual funds, ETFs, equities, fixed income, and options.

Natalie Dymkowski is a financial advisor at New Edge Wealth in Chicago, IL, holding Series 63 and Series 65 licenses with four years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Charles Schwab, and Northwestern Mutual. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that emphasizes asset allocation and investor behavior, utilizing a combination of model strategies, separately managed accounts, and proprietary solutions across multiple asset classes.

Blake Macke is a financial advisor at Waverly Advisors, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at StrategIQ Financial Group, LLC and Centier Bank. 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 a range of investment management, financial planning, and multi-family office services.

Andrew Kang is a financial advisor at Chicago Partners Investment Group LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TD Ameritrade and for It's Boba Time, a beverage business. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, endowments, corporations, and other entities, offering portfolio management, financial planning, and family office consulting. The firm employs a long-term, diversified, asset-allocation investment approach combining fundamental analysis with quantitative methods and serves clients through strategies including mutual funds, ETFs, direct indexing, and tax-aware portfolio construction.

Zachary Bittenbender is a financial professional at Northern Trust Securities, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Cetera and Jewel-Osco. His other business activities include providing financial services through North Star Resource Group. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven discretionary portfolio management using a range of proprietary and third-party investment products, with oversight through a governance process and regular account reviews.

Michael Markowitz is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior experience includes roles at PPM America, Inc. and UBS Asset Management (US) Inc. He has worked at Advisory Services Network since 2021. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing a variety of securities and third-party managers while accommodating flexible engagement types.

Joshua Rauterkus is a CFP® professional at Curi Capital, LLC with five years of industry experience. He previously worked at RMB Capital Management and Moneta Group Investment Advisors, LLC. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients including plan sponsors and private funds. The firm uses a fundamentally driven, long-term investment approach across a variety of account types and offers both discretionary and non-discretionary services.

Dimitri Eliopoulos is a CFP® with 25 years of experience in the financial industry. He is currently with Curi Capital, LLC and has previously worked at RMB Capital Management, LLC and UBS Financial Services. His background includes roles at both multi-team wealth management firms and private wealth advisory firms. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients such as plan sponsors and investment funds. The firm's investment approach combines bottom-up fundamental equity analysis with a relative-value fixed income strategy, offered through a range of investment vehicles and both discretionary and non-discretionary services.

Paula Sauer is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 21 years of industry experience. She has been with Zacks & Company and Zacks Investment Management since 2004. 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 investment process combining quantitative and qualitative analysis, offering a wide range of strategies and serving both direct clients and third-party advisers through model portfolios and alternative funds.

Joel Foster is a financial advisor at Kingsview Wealth Management, LLC in Chicago, IL, holding a Series 66 designation with 15 years of industry experience. He has worked at Kingsview Partners LLC and Kingsview Wealth Management since 2017 and previously spent six years at Edward Jones. Kingsview Wealth Management is a multi-advisor wealth management firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning, ongoing wealth management, and asset management through a combination of in-house strategies, third-party managers, and alternative investments.

Harrison Sommers is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Root Financial Partners since 2025 and was previously with HighTower Securities, LLC for seven years. He also spent four years at Creighton University earlier in his career. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and retirement-plan clients. The firm emphasizes broadly diversified, passive portfolios tailored to client objectives and risk tolerances, and offers educational programs and online academies for financial education.

Brian Collins is a CFA® charterholder with four years of industry experience. He is currently with HUB Investment Partners, LLC and previously worked at Harbor Capital Advisors, Inc. He has also operated an independent consulting practice. HUB Investment Partners serves a diverse client base including institutional, municipal, and individual investors. The firm employs a blend of active and passive strategies across various asset classes and offers specialized services for banking and thrift clients, with an emphasis on both discretionary and non-discretionary portfolio management.

Nicholas Guido is a CFP® with 11 years of industry experience, currently serving at Chicago Partners Investment Group LLC since 2013. He also owns an insurance business based in Chicago. Chicago Partners Investment Group LLC advises a diverse client base, including individuals, trusts, nonprofits, and corporations, using a long-term, diversified investment approach with customized portfolios and a range of strategies such as direct indexing and tax-loss harvesting.

Todd Flynn is a financial advisor at McAdam LLC in Chicago, IL, with 12 years of industry experience. He holds a Series 66 designation and has worked at McAdam LLC since 2014, previously spending 11 years at Purshe Kaplan Sterling Investments and one year at Madison Avenue Securities. McAdam LLC provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm uses discretionary portfolio management with a broad range of investment vehicles and offers specialized exposures alongside a tiered weekly subscription planning product and estate-document creation services.

Christian Weichsel III is a financial advisor at SpiderRock Advisors, LLC in Chicago, IL, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work includes roles at BlackRock Investments LLC, Citigroup, and the Federal Reserve Bank of Cleveland. SpiderRock Advisors provides discretionary and sub-advisory investment services to institutional and individual clients, utilizing systematic and quantitative strategies combined with fundamental analysis. The firm focuses on portfolio overlay and strategy management employing listed derivatives and offers collateral management along with assistance in over-the-counter derivatives.

August Ericson is an advisor at The Mather Group, LLC in Chicago, IL, holding a Series 65 designation. He joined the firm in 2025 and previously worked at Dell Technologies and Hewlett-Packard Enterprises. Ericson graduated from The University of Alabama in 2025. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing 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, tax-synchronized portfolios, and customization options such as direct indexing and ESG factor portfolios.