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 financial advisor at Apollon Wealth Management, LLC with seven years of industry experience. He previously worked at Podesta Capital Advisors and the Gelber Group. Foley holds a Series 65 designation and is based in Chicago, IL. Apollon Wealth Management is an SEC-registered advisory firm serving individuals, families, businesses, and charitable organizations. The firm combines centrally managed model strategies with locally managed portfolios, applying fundamental analysis along with tactical allocations and long-term holdings, and offers specialized services including ESG risk-based models and tax management tools.

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 at Kingsview Wealth Management, LLC in Chicago, holding Series 65 and Series 63 licenses with six years of industry experience. He has worked at firms including Foreside Fund Services and Kingsview Partners, and served on the advisory strategy team at Kingsview Wealth Management. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, and corporate entities, providing wealth management, financial planning, and asset management through a network of advisers and an internal portfolio group. The firm offers tailored portfolio management across various securities and develops proprietary model strategies for separately managed accounts, ETFs, and third-party licensing.

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 with nine years of industry experience. She is currently with OneSeven and has previously worked at Magnetar and Ross, Sinclaire & Associates, LLC. She serves on 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, offering a range of portfolio management and financial planning solutions with a primarily long-term investment approach.

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.

Tyler Vandermeer is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at FBL Financial Group and Farm Bureau Financial Services. In addition to his advisory work, he is also licensed as an insurance agent for life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, primarily through a network of Investment Advisor Representatives who utilize approved model portfolios and discretionary management programs.

Wojciech Wojcik is a financial advisor at Performance Wealth with two years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith, Incorporated. Outside of finance, Wojciech serves as president of Soccer Sessions Inc., a soccer training organization. Performance Wealth Partners is an SEC-registered advisory firm that provides wealth management, financial planning, and retirement plan advisory services to individuals and institutions. The firm employs a predominantly long-term investment approach using customized portfolios of low-cost mutual funds, ETFs, and other securities, with regular client reviews and rebalancing.

Brian Vandenheuvel is a financial advisor with Zacks Investment Management, Inc. in Chicago, IL, holding Series 66 and Series 65 credentials and 11 years of industry experience. He has been with Zacks Investment Management since 2013. Zacks Investment Management, Inc. provides discretionary investment management to individuals, trusts, estates, retirement plans, pooled vehicles, and institutional clients. The firm combines proprietary quantitative models with qualitative portfolio management across various strategies and offers retail wealth management, alternative investments, and model portfolios through multiple platform types.

Jesse Golik Meineke is a financial advisor with The Mather Group, LLC in Chicago, IL, holding a Series 65 credential and two years of industry experience. He previously worked at Trinity Financial Advisors and Integra Financial Advisory. 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, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and customization options, combining technology tools with human oversight.

James Begley is a financial advisor at Zacks Investment Management, Inc. with two years of industry experience. He holds a Series 65 credential and has worked at Zacks Investment Management since 2022. In addition to his advisory role, Begley is involved in real estate as a broker and manager with Exclusive Realtors. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm uses proprietary quantitative and qualitative models centered on earnings-estimate revisions and serves both direct clients and third-party advisers through a broad range of investment vehicles and strategies.

Sophia Bernardi is a financial advisor at Centennial Securities Company, Inc. with a Series 66 credential and one year of industry experience. Prior to joining Centennial, she worked at Conagra Brands for three years and Walgreens Co for three years. She also has a four-year academic background from Indiana University. Centennial Securities Company, Inc. provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, high-net-worth clients, corporate pension and profit-sharing plans, trusts, estates, foundations, endowments, and other business entities. The firm’s investment advice is delivered through its representatives, employing a range of strategies tailored to client objectives.

Christopher Gongola is a financial advisor with IHT Wealth Management LLC based in Chicago, IL. He holds a Series 66 designation and has 23 years of industry experience, including prior roles at LPL Financial and Wunderlich Securities. Gongola is also involved with investment-related activities at United Healthcare and Blue Cross Blue Shield of Illinois. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, providing discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers. The firm employs a combined investment process of fundamental value screening, quantitative optimization, and periodic rebalancing, utilizing proprietary models and discretionary mandates tailored to client objectives.

Ryan Evans is a CFP® and ChFC® with 21 years of industry experience. He is currently an advisor at Merit Financial Advisors and PKS Investments, having previously worked at Blueprint Wealth Advisors, LLC and Commonwealth Financial Network. Outside of his advisory roles, he owns George St. Securities, an operating LLC involved in business support activities. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion in assets and serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach through customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Mitchell Despinich is a financial advisor with Private Client Services, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Private Client Services since 2010. In addition to his advisory role, he sells insurance products including life, disability, long-term care, and health insurance through his financial services practice. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm provides financial planning, consulting, and portfolio management through about 50 investment advisor representatives and manages approximately $1.05 billion across over 3,200 client accounts.

Bailey Yablonsky is a financial advisor at The Mather Group, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Boston Scientific, Optum, Collins Aerospace, and several other organizations. 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 customizable portfolio options and integrates AI and machine-learning tools alongside human oversight.

Kevin Antosz is a financial advisor with Zacks Investment Management, Inc. in Chicago, IL, holding a Series 66 designation and eight years of industry experience. His work history includes roles at LBMZ Securities Inc, Edward Jones, Pittsburgh Field Club, and Miami University. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, and institutional clients, offering a range of strategies that combine proprietary quantitative models with qualitative management. The firm also manages mutual funds and ETFs and distributes its strategies through various wrap-fee and unified managed account programs.