Michael Balch is a financial advisor at IP Financial Advisory Services LLC with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including IPI Wealth Management, Investment Planners, and Cedar Capital. Outside of his advisory work, he is the sole partner of MB THIRTEEN, LLC, which involves consulting, keynote speaking, and book sales. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm focuses on non-high-net-worth individuals and combines traditional investment advisory services with actuarial analysis, benefits consulting, and risk management.

Ramsen Odicho is a financial advisor at Northern Trust Securities, Inc. with three years of industry experience. He holds the Series 66 and Series 63 licenses and has prior experience at Citigroup Global Markets Inc., Edward Jones, and J.P. Morgan Securities LLC. 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 discretionary portfolio management through model-driven strategies utilizing a range of investment products, including proprietary funds and third-party options, with integrated advisory, brokerage, and custody services.

Matthew Halkyard is a financial advisor at Curi Capital, LLC in Chicago, IL, with 13 years of industry experience. He holds the Series 63 designation and has worked at firms including RMB Capital Management LLC and Ironbridge Capital. Halkyard serves as a portfolio manager and product specialist at Curi Capital. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm utilizes a long-term, fundamentally driven investment approach across a variety of managed accounts, model portfolios, mutual funds, and private funds.

Jonathon Merickel is a CFP® with 22 years of industry experience, currently serving as an advisor at Savvy. His prior roles include positions at Savant Wealth Management, Pruco Securities, Prudential Insurance Company of America, and Fidelity Brokerage Services. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm combines primarily index-based, long-term strategies with active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers and technology platforms to support customized client plans.

Ryan Alsop is a financial advisor at Northern Trust Securities, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Northern Trust Securities since 2018. Prior to that, he spent time at The University of Chicago Booth School of Business from 2016 to 2017. Northern Trust Securities, Inc. provides discretionary portfolio management to high-net-worth individuals, retail investors, and institutional clients through model-driven portfolios and a variety of separately managed accounts. The firm combines advisory, brokerage, and custody services, offering a broad range of investment options including proprietary and third-party products.

Matthew Richard is a financial advisor at Zacks Investment Management, Inc. with three years of industry experience. He holds a Series 65 designation and has worked at Zacks Investment Management since 2022. Prior to this, he was employed by Ducks Unlimited, the State of Illinois Governor's Office of Management and Budget, and Aviary Media. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, charitable and corporate entities, and institutional investors. The firm combines quantitative and qualitative analysis through proprietary Zacks models and offers a wide range of investment strategies and vehicles across retail, institutional, and third-party distribution channels.

Ryan Wittig is a financial advisor at IHT Wealth Management LLC with 26 years of industry experience. He holds a Series 66 designation and has been with IHT Wealth Management and LPL Financial since 2014. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA consulting through a network of approximately 153 advisors.

Daniel Saladino is a CFP® and Series 65-licensed financial advisor with four years of industry experience. He is currently affiliated with Mariner Platform Solutions and Archiwealth, providing advisory services in Chicago, IL. Prior to these roles, he worked at Mariner Wealth Advisors for several years. Mariner Independent serves high-net-worth individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, tax support, insurance solutions, and alternative investments through a variety of platforms and affiliated businesses.

Thomas Blumenfeld is a financial advisor at Latitude Advisors, LLC with three years of industry experience. He is a Certified Public Accountant licensed in Illinois and has provided accounting and tax services through Pawlan, Blumenfeld, Miscinski & Assoc., Ltd. since 2005. Outside of his advisory role, Blumenfeld serves as treasurer for Alligator Aquatics, a nonprofit swim team. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm combines model-based strategies with fundamental and quantitative analysis to manage portfolios, typically on a discretionary basis.

Azmi Sharif is a financial advisor at FourStar Wealth Advisors, LLC in Chicago, IL, with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Nobles and Richards, Inc., LPL Financial, and Woodbury Financial Services. FourStar Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm utilizes both fundamental and technical analysis to tailor investment portfolios across various asset classes, while also managing private funds and providing retirement plan consulting.

Frank Pecucci is a financial advisor at The Mather Group, LLC with 10 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at The Mather Group since 2019, following a prior role at Insight Securities Inc. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering combined 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 customization options, integrating AI and machine-learning tools alongside human oversight.

Robert Foley is a Series 65-licensed financial advisor at Apollon Wealth Management, LLC with eight years of industry experience. He previously worked at Podesta Capital Advisors, LLC and Gelber Group. Foley conducts his advisory practice from Chicago, IL. Apollon Wealth Management is a multi-team SEC-registered firm with approximately 145 advisors across 67 offices, managing about $11.56 billion in client assets. The firm serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of investment and financial planning services with a combination of centrally managed strategies and locally managed portfolios.

Dawn Cornwall is a financial advisor at The Mather Group, LLC with 17 years of industry experience. She holds the Series 63 designation and has been with The Mather Group since 2016. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customized portfolio options and integrates third-party AI tools alongside human oversight.

Jacob Bauer is a financial advisor with Kingsview Wealth Management, LLC in Chicago, IL, holding Series 65 and Series 63 licenses and six years of industry experience. His career includes roles at Foreside Fund Services and Wintrust Financial, as well as a position at the Kelley School of Business at Indiana University. He serves as Vice President of Advisor Strategy at Kingsview, focusing on supporting advisors in growing their fee base. Kingsview Wealth Management is a multi-advisor SEC-registered firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management through a combination of in-house investment strategies and third-party managers, including access to alternative investments and management of affiliated exchange-traded funds.

Max Miller is a financial advisor with Northern Trust Securities, Inc. in Chicago, IL, holding Series 63 and Series 66 licenses and four years of industry experience. His background includes roles at Hightower Advisors and Charles Schwab, as well as running a landscaping business. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that offers discretionary portfolio management through a model-driven wrap fee program, serving high-net-worth individuals, retail investors, and institutional clients with a range of separately managed accounts and strategist portfolios.

Lauren Madera is a CFA® charterholder and Series 63 licensee with 10 years of industry experience. She is currently with OneSeven and has prior experience at Ross, Sinclaire & Associates, LLC. Madera serves as a volunteer member of the Board of Trustees for The Miami Valley School in Dayton, Ohio. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach using diversified portfolios including mutual funds, ETFs, and individual securities, and incorporates due diligence, discretionary and non-discretionary arrangements, and access to alternative investments and private placements.

Joseph Knecht is a CFP® and CFA® with 13 years of industry experience. He is currently with BMO Family Office, LLC and has worked at BMO Harris Bank N.A. since 1992. BMO Family Office provides discretionary investment management, advisory services, and family wealth strategies to ultra-high-net-worth individuals, families, foundations, and institutional clients. The firm’s investment approach combines asset allocation with quantitative and qualitative due diligence and is supported by its integration within the larger BMO Financial Corp. group.

Logan Finnegan is a Series 65-licensed financial advisor at Chicago Partners Investment Group LLC with one year of industry experience. His background includes academic roles at DePaul University and Indiana University. Chicago Partners Investment Group LLC provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, trusts, not-for-profit plans, endowments, corporations, and other entities. The firm emphasizes a long-term, diversified, asset-allocation approach that incorporates fundamental analysis and quantitative optimization across multiple asset classes, including mutual funds, ETFs, direct indexing, fixed income, and select alternative strategies.

Keith Cardoza is a CFA® charterholder with 17 years of industry experience. He has been with Brownson, Rehmus & Foxworth, Inc. since 2008. The firm 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. Their approach emphasizes in-depth discovery and customized long-term asset allocation strategies, focusing on broad diversification and client-directed decision-making.

Wojciech Wojcik is a CFP® professional with two years of industry experience currently serving at Performance Wealth. He previously worked at Merrill Lynch, Pierce, Fenner & Smith, Incorporated, among other roles. Outside of finance, he is president of Soccer Sessions Inc., a non-compensated soccer training organization. Performance Wealth manages over $4 billion in client assets for individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a long-term, portfolio-focused investment strategy using diversified allocations across a range of asset classes and provides both discretionary and non-discretionary wealth management services.