Mario Bernardi is a financial advisor at Centennial Securities Company, Inc. in Chicago, IL, holding Series 63 and Series 65 designations with 39 years of industry experience. He has been with Centennial Securities since 2011. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets and serving individuals, trusts, estates, retirement plan sponsors, foundations, and business entities. The firm offers discretionary and non-discretionary investment management, financial planning, and access to third-party manager programs, employing fundamental and technical analysis to create customized portfolios.

Jonathan Nickow is a CFP® and CFA® with nine years of industry experience. He is affiliated with Summit Trail Advisors, LLC in Chicago, where he has worked for ten years and also holds a role as a registered representative at Summit Trail Securities, LLC. In addition to his advisory duties, he serves in various capacities for certain client trusts of the affiliated investment adviser. Summit Trail Advisors serves individuals, business entities, trusts, estates, charitable organizations, pension and profit-sharing plans, and institutional clients with portfolio management, financial planning, family-office services, retirement plan advisory, and access to private investment funds. The firm’s investment process emphasizes asset allocation, investment selection, and portfolio construction across multiple asset classes using an open-architecture approach that incorporates institutional share classes, ETFs, separate accounts, third-party managers, and private funds.

Mark Fleming is a CFP® with eight years of industry experience, currently serving as a financial advisor at Compass Financial Management LLC. His prior roles include positions at Paradigm Wealth Management, Sentinus, LLC, and Topel Formon LLC. He holds limited partnership interests in real estate developments inherited from his family. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates, providing discretionary portfolio management and retirement plan consulting. The firm employs a multi-disciplinary investment approach combining fundamental, technical, charting, and cyclical analysis across various asset classes.

David Hennings is a financial advisor with Stonex Advisors Inc. in Oak Park, IL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior work includes roles at StoneX Securities Inc., Wrp Investments, Inc., LPL Financial, and Waterstone Financial Group. Outside of advisory work, he serves as assistant treasurer for the Cedar Point Parks Association homeowners association. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, and ERISA plan consulting. The firm utilizes a combination of independent advisors and an in-house Private Client Group, implementing strategies through advisor-managed portfolios, proprietary model solutions, and third-party money managers.

Bruce Berman is a financial advisor with Silver Oak Securities, Inc., holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at multiple firms including Cetera Advisors LLC, Bright Futures Wealth Management, LLC, and has been associated with Lifetime Financial Group since 1997. Outside of his advisory work, he is involved with Lifetime Financial Group, an independent financial professional business. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other entities through a network of over 100 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs with a primarily discretionary investment management approach tailored to client objectives and risk tolerances.

Matthew Reinhardt is a CFA® charterholder affiliated with Merit Financial Advisors in Mount Prospect, IL. He has prior experience at Biggs Mansion, CIBC Private Wealth, CIBC Bank USA, and DePaul University Athletics. Reinhardt joined Merit Financial Advisors in 2026. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving approximately 20,040 clients across 66 offices and managing about $23.9 billion in client assets. The firm offers coordinated wealth-management services focused on long-term, diversified portfolios supported by an internal Investment Management team and customizable investment models.

Cody Dunifon is a CFP® with six years of industry experience, currently advising at The Mather Group, LLC since 2020. Prior to joining The Mather Group, he worked at Altair Advisors for four years. 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 featuring risk-based allocation models and tax-synchronized portfolio construction, with options for customization such as direct indexing and ESG portfolios.

David Meyers is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding a Series 65 designation with 10 years of industry experience. He has been with Zacks Investment Management since 2014. 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 using proprietary stock-ranking models and offers a wide range of investment strategies alongside model portfolios and alternative private funds.

William Murray is a CFA® charterholder with five years of industry experience, currently serving at Chicago Partners Investment Group LLC since 2020. Prior to this, he worked at Chicago Equity Partners for 26 years. Chicago Partners Investment Group LLC advises a diverse client base, including individuals, trusts, not-for-profit plans, endowments, and corporations. The firm employs a long-term, diversified investment approach, utilizing fundamental analysis to build customized portfolios and offering a range of services such as portfolio management, financial planning, and retirement plan consulting.

Ross Cohen is a CFP® with 12 years of industry experience. He currently serves at Ritholtz Wealth Management and Bartlett Wealth Management, having also worked at Ausdal Financial Partners, Nadler Financial Group, and B.C. Ziegler and Company. Ritholtz Wealth Management serves individual, high-net-worth, and institutional clients through comprehensive 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 alongside tactical overlays and alternative investments where appropriate, and offers both advisor-led and digital platforms for portfolio management.

Scott Sprandel is a financial advisor at Zacks Investment Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at both Zacks Investment Management since 2013 and Lbmz Securities, Inc. since 2015. Zacks Investment Management provides discretionary portfolio management services 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 and serves as both a direct manager and a provider of indices, models, and alternative private funds across multiple distribution channels.

Nicholas Demetral is a financial advisor at Zacks Investment Management, Inc., holding a Series 66 designation with one year of industry experience. His prior roles include positions at Raymond James Financial and Raymond James Financial Services, Inc., as well as employment at Greystone Golf Club & Banquet. Zacks Investment Management provides discretionary investment management to a range of clients including individuals, trusts, retirement plans, and institutional investors, using proprietary quantitative models combined with qualitative portfolio management across various strategies. The firm also manages affiliated mutual funds and ETFs and distributes strategies through multiple account platforms.

Timothy Pennino is a CFA® and holds a Series 65 license with five years of industry experience. He has worked at Chicago Partners Investment Group LLC since 2018 and was previously employed at Heidrick & Struggles for four years. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, endowments, corporations, and other entities, offering family office and retirement-plan consulting. The firm employs a long-term, diversified, asset-allocation investment approach that integrates fundamental analysis with quantitative optimization across various asset classes and strategies.

Andrew Duffy is a financial advisor with McAdam LLC in Chicago, holding a Series 65 credential and four years of industry experience. His prior experience includes roles at Raymond James branches and a position at the University of Michigan. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm manages client accounts primarily on a discretionary basis, employing a diversified investment approach that includes traditional and specialized asset classes, and offers innovative planning products such as a tiered subscription service and estate-document creation.

Timothy Kenny is a financial advisor at Chicago Partners Investment Group LLC with the PFS™ designation. He has over 35 years of experience through his role at Kenny & Kenny, PC, and has been with Chicago Partners Investment Group since 2026. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, endowments, corporations, and other entities, offering financial planning, portfolio management, and family office consulting. The firm employs a long-term, diversified, asset-allocation approach that integrates fundamental analysis with quantitative methods across a range of investment strategies.

Edward Yee is a financial advisor with Northern Trust Securities, Inc. in Chicago, IL, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with Northern Trust Securities since 2004. 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 through discretionary portfolio management and model-driven investment programs that include Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs.

Patrick Simoncic is a financial advisor at The Mather Group, LLC with two years of industry experience. He holds a Series 65 designation and has worked at The Mather Group since 2023. His prior work history includes roles outside the financial sector, including a position at Old Warson Country Club and running Sugos Spaghetteria. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering comprehensive 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 under human oversight.

Ryan Quinn is a CFP® professional with three years of industry experience, currently serving as a financial advisor at The Mather Group, LLC in Chicago, IL. He has been with The Mather Group since 2020. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering financial planning, investment management, tax and estate planning guidance, and family office services. The firm follows an evidence-based investment approach with customized risk-based allocation models and incorporates AI and machine-learning tools alongside human oversight.

John Johnson is a CFP® with 16 years of industry experience, currently serving at Plante Moran Financial Advisors in Chicago, IL. He has been with Plante Moran Financial Advisors since 2001 and with Plante Moran, PLLC since 2009. Outside of his advisory role, Johnson is involved in a family racehorse operation, where he handles purchase, selection, and selling decisions. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual households, institutions, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment process, offering both discretionary and non-discretionary portfolio management services.

Ying Huang is a CFP® professional with 13 years of industry experience, currently advising at The Mather Group, LLC since 2021. Prior to this, she spent two years at Treybourne Wealth Planners and eight years at Private Vista, LLC (formerly Financial Strategy Network, LLC). The Mather Group 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 diversified risk-based allocation models and offers customized portfolio solutions including ESG factor portfolios and concentrated stock management.