John Mc Cadd is a financial advisor at Northern Trust Securities, Inc. with four years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Jacobson Group, Randstad USA, and Horace Mann. 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 with discretionary portfolio management through a model-driven wrap fee program. The firm offers a range of separately managed accounts and strategist portfolios implemented via the Fidelity Managed Account Xchange platform, combining advisory, brokerage, and custody services with proprietary and third-party investment products.

Harold Leavell is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Brownson, Rehmus & Foxworth, Inc. in Chicago, IL, where he has worked 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 a customized, long-term asset allocation approach with broad diversification, while maintaining client decision authority and a principal-led engagement model.

Roman Kobrin is a financial advisor at Zacks Investment Management, Inc. based in Chicago, IL, with 14 years of industry experience. He holds the Series 66 credential and has worked at Zacks Investment Management since 2014, alongside a concurrent role at LBMZ Securities, Inc. since 2016. Zacks Investment Management provides discretionary portfolio management to a diverse client base including individuals, trusts, retirement plans, and institutional investors. The firm employs a proprietary investment process that combines quantitative and qualitative analysis, offering a range of strategies and serving both direct clients and third-party advisers through model portfolios and alternative private funds.

Peter Mc Donnell is a financial advisor with IP Financial Advisory Services LLC in Chicago, IL, holding Series 63, Series 65, and Series 66 licenses and bringing 30 years of industry experience. His prior experience includes roles at Great Point Capital, Tide Rock Investors, and Springbank, among others. He also serves as Managing Director of The Prime Group Inc., where he focuses on establishing and maintaining development partnerships. IP Financial Advisory Services LLC primarily serves individual retail clients, offering portfolio management, financial planning, consulting, and access to third-party investment managers. The firm emphasizes personalized portfolio construction and employs a range of analytical approaches and operational strategies geared toward non-high-net-worth investors and retirement plan participants.

Ian Clark is a CFP® professional with 15 years of industry experience. He has worked at Brownson, Rehmus & Foxworth, Inc. since 2022 and previously held positions at Facet Wealth and TIAA. Brownson, Rehmus & Foxworth, Inc. provides personalized, fee-only financial counseling and non-discretionary investment advisory services to individuals, families, trusts, estates, private foundations, and corporate executives. The firm emphasizes customized long-term asset allocation and diversification strategies, with clients retaining final decision authority and trades executed only upon prior written authorization.

Alexander Kneisel is a financial advisor at Chicago Partners Investment Group LLC with Series 63 and Series 65 credentials. He has prior experience at Dell Technologies and BMO Financial Group, with a total of no industry experience as a financial advisor. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, not-for-profit plans, endowments, corporations, and family offices. The firm employs a long-term, diversified, asset-allocation approach using fundamental analysis and quantitative optimization across a range of investment strategies including mutual funds, ETFs, and structured notes.

Thomas Boggess is a financial advisor at First Advisors National, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research and ProEquities, Inc. Boggess also practices law as an attorney and principal of the Law Office of T. Phillip Boggess and serves as chapter president of the Society for Financial Awareness. Additionally, he provides business consulting through TPB Ventures, Ltd., focusing on college planning and small business operations. First Advisors National serves primarily individual clients, including ERISA plan participants, offering investment management, asset allocation advice, and retirement plan consulting. The firm employs tactical and strategic asset allocation approaches and monitors third-party money managers to implement client strategies.

Courtney Fuller is a financial advisor at The Mather Group, LLC with 11 years of industry experience. She previously worked at Ameriprise and Ameriprise Financial Services, Inc. From her outside activities, she serves on the Board of Directors of Fuller Tome. 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 guidance, and family office services. The firm utilizes an evidence-based investment approach with customizable portfolio options and incorporates AI and machine-learning tools alongside human oversight.

Emil Mokhtarian is a CFP® with 28 years of industry experience, currently serving as a financial advisor at IHT Wealth Management LLC since 2017. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors with discretionary asset management, financial planning, and outsourced CIO services. The firm delivers advice through a network of investment adviser representatives using proprietary model portfolios and third-party managers, combining fundamental value screening, quantitative optimization, and periodic rebalancing.

Susan Shacklette is a Series 65-licensed financial advisor at Brownson, Rehmus & Foxworth, Inc. in Chicago, IL, with 18 years of industry experience. She has been with the firm since 2007. 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 a thorough discovery process and customized long-term asset allocation strategies, focusing on broad diversification and client-directed trade execution.

Daniel De Riso is a CFP® and CFA® affiliated with Advisors Capital Management, LLC, based in Chicago, IL, with one year of industry experience. Before joining the firm, he worked at ABCO Peerless Sprinkler Co and attended Villanova University. Outside of his advisory role, he owns RG Entertainment, LLC, an online product sales business active on social media platforms such as TikTok Shop. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and intermediary clients, providing discretionary portfolio management through customized private accounts, model strategies, and self-directed brokerage solutions. The firm combines macroeconomic analysis with fundamental, quantitative, and qualitative research across various asset classes and manages over $8 billion in discretionary assets, supporting a large network of advisors and clients.

Samuel Mercer is a financial advisor at The Mather Group, LLC in Chicago, IL, holding a Series 65 license with one year of industry experience. His prior work includes roles outside the financial sector, such as positions in culinary services and grounds management. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customizable strategies, including direct indexing and ESG portfolios, and integrates AI tools with human oversight in its processes.

Daniel Stringfellow is a financial advisor with VestGen Advisors, LLC in Chicago, IL. He holds a Series 66 designation and has one year of industry experience. Prior to joining VestGen Advisors, he worked at Rothchild Investment LLC and has been involved with Starterbox Studios since 2024. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for about 9,453 clients across 30 advisors. The firm serves individual and high-net-worth clients, offering discretionary and non-discretionary investment management, financial planning, wrap-fee programs, and retirement plan services.

Joseph Mc Dermott is a CFA® charterholder with 23 years of industry experience, currently serving at Curi Capital, LLC. His prior roles include positions at Foreside Fund Services, Aviva Investors Americas, and THL Credit Senior Loan Strategies. He also serves as Chief Compliance Officer for Curi RMB Capital, LLC, focusing on compliance and risk management. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, retirement plans, institutions, and family offices. The firm follows a long-term, fundamental investment approach across equities and fixed income, utilizing proprietary strategies, third-party managers, mutual funds, and private funds.

Matthew Grennell is a financial advisor at Chicago Partners Investment Group LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Chicago Partners since 2017. His prior roles include positions at Retirewise CFP, Podiatry Success Today, and Adaptive Consulting Solutions. Chicago Partners Investment Group serves a broad range of clients, including individuals, trusts, endowments, corporations, and not-for-profit plans. The firm offers portfolio management, financial planning, retirement services, and family-office reporting, employing a long-term, diversified investment approach that includes fundamental analysis, direct indexing, and tax-loss harvesting.

Alexander Wright is an advisor at SpiderRock Advisors, LLC based in Chicago, IL. He holds Series 63 and Series 66 licenses and has one year of industry experience. His prior experience includes roles at BlackRock Investments and Boston Consulting Group. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to a diverse client base, including institutional investors and high-net-worth individuals. The firm employs systematic, rules-based processes combined with quantitative and fundamental analysis to manage option-based hedges and overlays, operating through proprietary software and real-time risk monitoring.

Stephanie Jajtner is a financial advisor at Curi Capital, LLC, holding a Series 65 designation with 16 years of industry experience. She has worked at Curi Capital since 2017 and previously spent 14 years at Jacobus Wealth Management, Inc. Curi Capital serves individuals and families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental investment approach combining in-house strategies with external managers and offers a range of services including wealth management, asset management, and retirement plan solutions.

Freddie Blumenfeld is an investment advisor representative at Latitude Advisors, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Latitude Advisors since 2010. He is also an owner of Pawlan Blumenfeld Miscinski & Associates Ltd, where he performs accounting and tax return services, and he is an independent insurance agent specializing in life and health insurance. Latitude Advisors serves individual and business clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Elizabeth Niemenski is a financial advisor at Plante Moran Financial Advisors with one year of industry experience. She holds a Series 65 designation and has worked previously at Ameriprise Financial Services and in various other roles including at Michigan State University and Jewish Senior Life. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual households, institutional clients, and sovereign wealth funds. The firm’s investment approach combines fundamental, technical, and cyclical analysis with a proprietary equity market valuation model and frequently utilizes third-party separate account managers and alternative investments.

Melissa Moser is a financial advisor at Centennial Securities Company, Inc. with 30 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at Centennial Securities since 2023, as well as B. Riley Wealth Advisors and B. Riley Wealth Management since 2012. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets with around 30 advisors. The firm serves individuals, trusts and estates, retirement plan sponsors, foundations, and business entities, offering discretionary and non-discretionary investment management, financial planning, and access to third-party manager programs.