Edmond Ducett is a financial advisor at Arete Wealth Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and has been with Arete Wealth Management LLC since 2010. Outside of his advisory role, he serves as President of Ducett Consulting and is a managing partner and part owner of Equity Markets Group, a capital-raising distribution firm. He is also involved as a placement agent and wholesaler for Cunat Multi-Family Investment Fund 1 and supports administrative and marketing efforts at Vieste Group. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management, investment consulting, and retirement plan services, employing both advisor-driven and proprietary model allocations while integrating affiliated financial businesses and third-party managers.

Andrew Bratina is a Series 65-licensed advisor with Chicago Partners Investment Group LLC, where he has worked since 2023. He has two years of industry experience and previously held positions at several educational institutions and Amazon Air. Chicago Partners Investment Group LLC serves a diverse client base, including individuals, trusts, nonprofits, and corporations, offering portfolio management, financial planning, retirement services, and an automated advisory program. The firm employs a long-term, diversified investment strategy, utilizing fundamental analysis and customized portfolios with various asset classes and strategies.

John Thomas is a financial advisor at Chicago Partners Investment Group LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, he worked at Denison University and Loyola Academy. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, not-for-profit plans, endowments, and corporations. The firm follows a long-term, diversified, asset-allocation approach combining fundamental analysis with quantitative optimization and manages portfolios across a range of asset classes including mutual funds, ETFs, and structured products.

Davis Lipp is a Series 65-licensed financial advisor at Zacks Investment Management, Inc. in Chicago, IL, with one year of industry experience. Prior to joining Zacks, he worked in logistics and held positions at Miami University and Saint Xavier High School. Zacks Investment Management offers discretionary portfolio management to a diverse client base including individuals, trusts, retirement plans, and institutional investors. The firm employs proprietary quantitative and qualitative models, notably a stock-ranking system based on earnings-estimate revisions, across a wide range of strategies and also provides indices, model portfolios, and alternative private funds through multiple distribution channels.

Joseph Cusick is a financial advisor with Calamos Wealth Management LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked with Calamos advisors and related entities since 2019 and was previously employed at OCC and Tradingblock. 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’s investment process combines asset allocation, quantitative and qualitative evaluation, and utilizes a mix of individual equities, fixed income, mutual funds, ETFs, and private investment funds.

John Dalton is a CFA® charterholder with 19 years of industry experience. He is currently an advisor at Advisory Services Network and previously spent 17 years at Managed Asset Portfolios. Outside of his advisory work, he co-owns and rents out a building in Chicago. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisers. The firm offers portfolio management, financial planning, and investment consulting, managing approximately $8.6 billion in client assets with tailored strategies across a range of investment vehicles.

Brian Falls is a financial advisor with IHT Wealth Management LLC in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at LPL Financial, Edward Jones, Merrill, and Bank of America. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors with services including discretionary asset management, financial planning, and ERISA plan consulting. The firm’s investment approach utilizes proprietary model portfolios, third-party managers, and discretionary OCIO mandates, combining fundamental value screening and quantitative optimization with strategies such as tax-lot harvesting and covered-call options.

Benjamin Packer is a financial advisor at Ritholtz Wealth Management in Chicago, IL. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Ritholtz Wealth Management in 2025, he worked at Charles Schwab and Column Capital Advisors. Ritholtz Wealth Management serves individual and institutional clients, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment process that incorporates asset allocation and behavioral finance, using diversified low-cost ETFs along with tactical overlays and alternative investments.

Jennifer Barry is a CFP® and CFA® with 29 years of industry experience. She has worked at Aaron Wealth Advisors since 2021 and previously spent 23 years at Citigroup Global Markets. Barry holds a Series 63 license. Aaron Wealth Advisors serves high-net-worth and institutional clients, including business owners and family offices, providing discretionary and non-discretionary portfolio management along with financial consulting. The firm uses an outsourced platform to access third-party managers and offers option overlay strategies, with a client base that includes insurance-related relationships through an affiliated insurance advisory entity.

Ashley Garrido is a financial advisor at A.G.P. / Alliance Global Partners in Chicago, IL, holding Series 63 and Series 65 designations with six years of industry experience. She previously worked at Sentinus Securities, LLC and Bloomingdale's. Outside of her advisory work, she serves as Treasurer and head of the finance committee for the 1313 Ritchie Court Condominium Association. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management and financial planning services, including management of pooled vehicles and proprietary investment funds.

Brian Janecke is a CFP® with 16 years of industry experience. He is currently with Curi Capital, LLC and has previously worked at RMB Capital Management LLC and Jacobus Wealth Management, Inc. since 2005. Curi Capital provides wealth management, investment management, retirement plan consulting, family office services, and a subscription offering for early-career medical professionals. The firm serves individuals, high-net-worth clients, and institutional clients, applying a long-term, fundamentally driven investment approach across various account types and strategies.

Jeremy Zoladz is a financial advisor with Americana Partners, LLC in Chicago, IL, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He previously worked at Dynasty Securities, LLC and Dynasty Wealth Management, LLC from 2015 to 2026. Zoladz is also involved with Dynasty Financial Partners, LLC in an investment-related capacity. Americana Partners serves individuals—including high-net-worth and ultra-high-net-worth international clients—as well as corporations, trusts, estates, and charitable organizations. The firm offers customized portfolio management through discretionary and consultative approaches, employing a broad range of investment vehicles and strategies, including alternative and privately placed investments for eligible clients.

Raymond Sullivan Jr. is a financial advisor at FourStar Wealth Advisors, LLC in Chicago, IL, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has worked at FourStar Wealth Advisors since 2020 and previously spent seven years with PKS Advisory Services, Purshe Kaplan Sterling Investments, and Forum Financial Management. Sullivan is also a Certified Public Accountant and operates an accounting and tax practice through Sullivan & Sullivan, Ltd, where he has been a principal since 1991. Additionally, he serves as president and treasurer of the Sertoma Speech-Hearing Center, a not-for-profit organization. FourStar Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides financial planning, investment management, wealth management, and retirement plan consulting, combining fundamental and technical analysis to tailor portfolios across a broad range of investment vehicles and independent managers.

Kristi Mills is a financial advisor at Brownson, Rehmus & Foxworth, Inc. with 17 years of industry experience. She holds a Series 65 designation and has been with the firm since 2005. Brownson, Rehmus & Foxworth, Inc. provides personalized, fee-only financial counseling and non-discretionary investment advisory services to individuals, families, trusts, estates, private foundations, qualified retirement plans, and senior corporate executives. The firm emphasizes customized long-term asset allocation and diversification strategies, with client decisions made following detailed evaluations of their goals.

Nadezda Scharnell is a Series 66-licensed financial advisor with Merit Financial Advisors in Chicago, IL, bringing 14 years of industry experience. Her prior roles include ten years at Morgan Stanley and several positions at Commonwealth Financial Network and Blueprint Wealth Advisors. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified investment approach managed by an internal team and offers both discretionary and non-discretionary account services through a network of representatives operating under local DBAs.

Mike Angelopoulos is a financial advisor with B. Riley Wealth Advisors, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with B. Riley Wealth Advisors since 2016 and previously worked at National Securities Corp. Angelopoulos is president of Porchlight Real Estate PLLC, a real estate investment venture. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses, managing approximately $4.21 billion in assets across a variety of programs and strategies.

Nicholas Ginnodo is a financial advisor at FourStar Wealth Advisors, LLC in Chicago, IL, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Riverpoint Wealth Management, The Vanguard Group, and Cetera Investors. Outside of finance, he worked at WPGU 107.1 and the University of Illinois at Urbana-Champaign during earlier years. FourStar Wealth Advisors serves a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of fundamental and technical analysis to construct tailored portfolios across various asset classes and also provides retirement plan consulting and private fund advisory services.

Sarah Tims is a CFP® and Series 66 designated advisor with 23 years of industry experience. She is currently with Northern Trust Securities, Inc., having joined in 2026. Prior to that, she worked at RMB Capital Management, LLC for 16 years and Curi Capital, LLC for 21 years, as well as UBS Financial Services for two years. Northern Trust Securities, Inc. provides discretionary portfolio management through a wrap fee program serving high-net-worth individuals, retail investors, and institutional clients. The firm uses a model-driven approach to implement and oversee diversified portfolios that include proprietary and third-party investment products.

Emily Pattee is a financial advisor at Oxford Financial Group, Ltd with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Morgan Stanley and Northwestern Mutual Investment Services LLC. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals and families, as well as institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and CIO services, financial and estate planning, fiduciary trust administration, and access to private market investments, utilizing a diversified investment approach across public and alternative asset classes.

Travis Bennett is a financial advisor with Northern Trust Securities, Inc. in Chicago, IL, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Northern Trust Bank, Paylocity Inc., and Technical Source. Northern Trust Securities, Inc. serves high-net-worth individuals, retail investors, and institutional clients by providing discretionary portfolio management through model-driven investment programs that utilize a combination of proprietary and third-party products, with a focus on separately managed accounts and strategically managed portfolios.