Nicholas Hai Hathuc is a CFP® and holds a Series 66 license with eight years of industry experience. He currently serves at Forvis Mazars Wealth Advisors, LLC and previously worked at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. for a combined eight years. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser and a wholly owned subsidiary of Forvis Mazars, LLP. The firm offers financial planning, investment management, consulting, and family-office style services to a diverse client base, managing approximately $12 billion in assets and coordinating tax and accounting services through its affiliation with its national accounting parent.

Michael Lutz is a financial advisor at IHT Wealth Management LLC in Chicago, IL, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at JPMorgan Securities LLC and JPMorgan Chase. He also provides administrative support for IHT Wealth Management. IHT Wealth Management serves individual, corporate, and institutional clients, offering discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm uses proprietary model portfolios and third-party managers, combining fundamental value screening and quantitative optimization in its investment process.

Darla Douglas is a financial advisor with GPS Wealth Strategies Group, LLC, holding a Series 66 designation and bringing 11 years of industry experience. She has worked with firms including LPL Financial and Western Wealth Management. Douglas is also a co-owner of B & B Farms of Grafton, an LLC based in Boulder, CO. GPS Wealth Strategies Group provides investment management and financial planning services to individuals, high-net-worth clients, small businesses, families, trusts, estates, and employer-sponsored retirement plans. The firm employs tailored portfolios utilizing a range of investment vehicles and analytical methods, supported by third-party managers, technology platforms, and a higher client-to-advisor ratio.

Christopher Begbie is a CFP®-designated financial advisor with 14 years of industry experience. He is currently with Northern Trust Securities, Inc. and has prior experience at LPL Financial, Waddell & Reed, and ProShares. Begbie also provides investment advisory services through Good Life Advisors, LLC, an independent registered investment advisor. Northern Trust Securities, Inc. is a wholly owned subsidiary of Northern Trust Corporation that offers discretionary portfolio management to high-net-worth individuals, retail investors, and institutional clients. The firm utilizes a model-driven investment approach with a range of proprietary and third-party products delivered through the Fidelity Managed Account Xchange platform.

Erica Tarantur is a CFP® and holds a Series 65 license with 18 years of industry experience. She is currently with Curi Capital, LLC and has been with RMB Capital Management, LLC since 2010. Based in Chicago, IL, her career has focused on wealth management and financial planning. Curi Capital serves individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental, bottom-up approach to equity and a fundamental relative-value strategy for fixed income, combining in-house and external managers to provide comprehensive wealth management and retirement plan solutions.

James Schmelter II is a financial advisor with SpiderRock Advisors, LLC, holding a Series 66 designation and one year of industry experience. He previously worked at BlackRock Investments LLC and BlackRock from 2018 to 2024. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to a diverse client base, including institutional clients, family offices, and high-net-worth individuals. The firm utilizes systematic, technical, and rules-based processes combined with quantitative and fundamental analysis to offer option-based hedges, yield-enhancing overlays, and tailored synthetic borrowing strategies.

Jack Hagedorn is a financial advisor at Chicago Partners Investment Group LLC with nine years of industry experience. He holds a Series 65 designation and has been with Chicago Partners since 2017. Prior to his advisory role, he attended Indiana University - Bloomington. 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 business entities. The firm employs a long-term, diversified, asset-allocation oriented investment approach that combines fundamental analysis with quantitative optimization and model-based portfolio construction across multiple asset classes.

Robert Volk II is a CFP® with five years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors in Chicago, IL. He has been with Plante Moran Financial Advisors since 2019, with prior roles that include positions at Costco and Dow AgroSciences. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual households, institutional clients, not-for-profits, and sovereign wealth funds. The firm employs a combined fundamental, technical, and cyclical investment process and offers both discretionary and non-discretionary portfolio services.

Olea Rykhlov is a CFP® professional with over 23 years of experience in wealth management, currently serving at Fifth Third Wealth Advisors LLC since 2026. Prior to joining Fifth Third, Olea spent 22 years at Truist Bank. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and separately managed account access to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis, often delegating to third-party managers and utilizing affiliated model strategies.

Gary Hirschberg is a financial advisor at Aaron Wealth Advisors with 19 years of industry experience. He holds a Series 66 designation and previously worked at Goldman, Sachs & Co. for 12 years before joining Aaron Wealth Advisors in 2018. Hirschberg serves on the Board of Directors and Finance Committee of International Hillel and is a member of the investment committee of the Indianapolis Museum of Art, both nonprofit organizations. Aaron Wealth Advisors serves high-net-worth and institutional clients, including business owners, entrepreneurs, and multi-generational families. The firm provides discretionary and non-discretionary portfolio management and standalone financial consulting, utilizing an outsourced platform to access third-party managers while maintaining client advisory relationships.

Ryan Hagedorn is a financial advisor at Chicago Partners Investment Group LLC with four years of industry experience. He holds a Series 65 designation and has operated a Chicago Chainlink Node since 2019, working on smart contracts outside of trading hours. Chicago Partners Investment Group advises a diverse client base, including individuals, trusts, endowments, and corporations, offering portfolio management, financial planning, and retirement services. The firm employs a long-term, diversified investment approach and sponsors affiliated pooled investment vehicles as part of its multi-team advisory platform.

Nicholas Winter is a CFP® with two years of industry experience, currently serving as a financial advisor at Bartlett & Co. Wealth Management LLC in Chicago, IL. His prior roles include positions at W&S Brokerage Services, Western & Southern Life, and the University of Cincinnati. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and a range of institutional clients, providing discretionary wealth management and comprehensive financial planning with an emphasis on diversified asset allocation and relative-value fixed income analysis. The firm is part of the Focus Financial Partners network and offers access to affiliate and third-party solutions alongside its investment management services.

Jared Napper is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has worked at Zacks Investment Management and LBMZ Securities Inc. since 2019 and previously at Security Distributors from 2015 to 2019. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm utilizes proprietary quantitative and qualitative models focused on earnings-estimate revisions and offers a range of investment strategies across multiple asset classes, serving both direct clients and third-party advisers.

Walter Nystrom is a financial advisor at A.G.P. / Alliance Global Partners with Series 66 and Series 63 licenses and three years of industry experience. He previously worked at The Vanguard Group, Inc. from 2020 to 2023. A.G.P. / Alliance Global Partners is a multi-team investment adviser and broker-dealer serving over 7,000 clients with approximately $2.95 billion in assets under management. The firm offers portfolio management, financial planning, retirement-plan advisory, and brokerage services using an open-architecture model that includes internally managed strategies and sub-advisory relationships.

Thomas Flaig is a CFA® charterholder with 20 years of industry experience. He currently works at Chicago Partners Investment Group LLC and has been with Borthwick Associates since 2000. Chicago Partners Investment Group LLC serves a diverse client base, including individuals, trusts, endowments, and corporations. The firm employs a long-term, diversified investment approach using fundamental analysis and offers services such as portfolio management, financial planning, retirement plan consulting, and family-office reporting.

Gavin Bolanos is affiliated with VestGen Advisors, LLC and holds the Series 66 designation. He has experience spanning several roles since 2015, including positions at VestGen Advisors and Private Client Services, as well as work in educational institutions from 2015 to 2025. VestGen Advisors, LLC is an SEC-registered investment adviser managing approximately $6.66 billion for roughly 22,790 clients through 53 advisors. The firm provides investment management, financial planning, ERISA 3(21) retirement plan services, and uses a combination of fundamental, technical, and quantitative analysis alongside modern portfolio theory to develop client-specific strategies.

Brian Monahan is a financial advisor with Northern Trust Securities, Inc. in Chicago, IL, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with Northern Trust Securities since 2016. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that provides discretionary portfolio management to high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven investment solutions through Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs delivered via the Fidelity Managed Account Xchange platform, combining advisory, brokerage, and custody services.

Philip Johnston is a financial advisor at The Mather Group, LLC in Chicago, IL, holding CFP® and Series 65 designations with five years of industry experience. Prior to joining The Mather Group in 2022, he worked at ShankerValleau Wealth Advisors and Focus Financial. 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 customizable portfolios and integrates third-party AI tools to support market analysis and client communications under human oversight.

Timothy Feldheim is a financial advisor with IHT Wealth Management LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His career includes roles at Sheridan Road Financial, Independent Financial Partners, and LPL Financial. Outside of his advisory work, he coaches high school football at Loyola Academy. IHT Wealth Management serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools in diversified model portfolios, and offers discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Charles Mccormick is a financial advisor at Hilltop Securities Inc. holding Series 66 and Series 63 licenses with one year of industry experience. Prior to his current role, he worked at Hilltop Securities Asset Management and Broski Fence and has sixteen years of experience in primary and secondary education. Hilltop Securities serves a diverse client base, including individual high-net-worth and institutional clients, offering investment advisory and broker-dealer services through an open-architecture platform that integrates third-party managers and firm-sponsored strategies. The firm combines custody, banking, and market-making capabilities, providing comprehensive financial solutions including municipal bond strategies and specialty programs.