Terry Mccaffrey is a financial advisor at VestGen Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked at Optimum Investment Advisors and Banc Of America Investment Services, Inc. He is a co-founder and member of VestGen Wealth Partners Holdings, LLC, a financial services holding company based in Chicago. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm integrates advisor-level client relationships with centralized portfolio construction and serves a diverse client base including other investment advisers, banking institutions, and government entities.

Manish Jain is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with Zacks Investment Management since 2007. 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 stock-ranking approach centered on earnings-estimate revisions and offers a wide range of strategies and investment vehicles, operating across retail, institutional, and third-party distribution channels.

Patrick Wade is a CFA® charterholder with seven years of industry experience. He has worked at Chicago Partners Investment Group LLC since 2019 and previously was employed at Wintrust Financial Corp. from 2017 to 2019. Chicago Partners Investment Group LLC provides 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 approach incorporating fundamental analysis and quantitative optimization across a range of investment vehicles.

Gary Costarella is a financial advisor with Nations Financial Group, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Prior to joining Nations Financial Group in 2025, he worked for Wells Fargo Advisors Financial Network LLC for 16 years. He is also the owner of C & R Capital Management, through which he provides investment and advisory services. Nations Financial Group, Inc. offers investment advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm’s investment approach combines proprietary model portfolios with the option to select outside managers, tailoring strategies to client objectives, risk tolerance, and liquidity needs.

George Fludas is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding a Series 65 credential with three years of industry experience. He co-founded Esygma Inc., a digital marketing and web development firm supporting small businesses, though he is no longer actively involved in its operations. Prior to joining Zacks in 2022, his work history includes roles outside the financial industry. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, pooled investment vehicles, and institutional clients. The firm employs proprietary quantitative models combined with qualitative portfolio management across diverse strategies and manages affiliated mutual funds and ETFs, distributing strategies through various wrap-fee and unified managed account programs.

Benjamin Wozniak is a financial advisor at The Mather Group, LLC in Chicago, IL, holding a Series 65 credential. He has one year of experience in the industry, including time spent at The Mather Group and prior roles outside finance such as Benoot Pressure Washing and Poplar Creek Country Club. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities with combined financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and offers customized strategies including direct indexing and ESG portfolios.

Liza Blundell is a financial advisor with Jefferies Investment Advisers LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at Jefferies LLC since 2013. Jefferies Investment Advisers LLC provides fee-based financial planning services to a broad range of clients including individuals, trusts, estates, and corporations. The firm employs a customized, collaborative planning process supported by financial planning software and scenario analysis, focusing on comprehensive planning topics without offering security-specific investment recommendations.

Dov Robinson is a financial advisor with M Holdings Securities, Inc., holding a Series 66 credential and 21 years of industry experience. He has been with M Holdings since 2017 and previously worked at Kestra Financial Services and his own firm, The Robinson Financial Group, where he serves as vice president. Outside of his advisory work, Robinson is involved in community and charitable activities, including membership at YU Kollel Torah MiZion and serving on the board of Camp Moshava Wildrose. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a national network of independent financial professionals. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, supported by third-party sub-advisors and platform providers.

Liam Duffy is a financial advisor at FourStar Wealth Advisors, LLC with a Series 65 designation and three years of industry experience. His prior work includes roles at John B. Sanfilippo And Son, Lifetime Fitness, and Joe's Brewery. FourStar Wealth Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm combines fundamental and technical analysis to tailor portfolios across a variety of investment vehicles, providing financial planning, investment management, and retirement plan consulting.

Charles Garrido is a financial advisor with A.G.P. / Alliance Global Partners in Chicago, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at McDonald Partners LLC, Sanctuary Securities, Inc., and KeyBanc Capital Markets Inc. Outside of advising, he serves as president of the FAF Foundation, a charitable organization, and holds board and finance committee roles with RAICES, a nonprofit focused on asylum and migrant advocacy. He is also working on authoring two books, one about his Cuban upbringing and another on financial strategies. A.G.P. / Alliance Global Partners is a dually registered investment adviser and broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management, financial planning, and brokerage services.

Nicole Polanco is a CFP® with nine years of industry experience, currently serving at Chicago Partners Investment Group LLC since 2015. She holds a Series 65 license and works from Chicago, IL. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, not-for-profit plans, endowments, corporations, and other business entities, offering family office, trustee, and retirement-plan consulting services. The firm employs a long-term, diversified, asset-allocation approach combining fundamental analysis with quantitative optimization across various investment strategies, including mutual funds, ETFs, direct indexing, and fixed income.

John Eberle is a financial advisor at FourStar Wealth Advisors, LLC in Chicago, IL, holding Series 63 and Series 65 licenses with 26 years of industry experience. His prior roles include positions at Vivaldi Capital Management LLC, Fiduciary Financial Partners LLC, and J.P. Morgan Securities. FourStar Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm combines fundamental and technical analysis to tailor investment portfolios across various asset classes, including mutual funds, ETFs, individual securities, and private funds, while providing ongoing account monitoring and retirement plan consulting.

David Donnelly is a financial advisor at SpiderRock Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at BlackRock Investments, LLC since 2024. Outside of his advisory role, he provides advice to the CEO of Trove, LLC, a company that offers loans to individuals. SpiderRock Advisors, LLC provides discretionary overlay and portfolio management services to institutional and wealth-management clients, utilizing a rules-based, systematic approach that combines quantitative and fundamental inputs. The firm is known for its expertise in listed derivatives and dynamic option overlays, serving a diverse client base including asset managers, family offices, and pension funds.

Jonathan Hoenig is a Series 65 credentialed advisor at Quartz Partners Investment Management with one year of industry experience. He previously worked for Fox News Channel and Capitalistpig Hedge Fund LLC for ten years each and contributes to Fox Business Network in a non-investment broadcasting role. Outside of finance, he owns a parking space rental company in Chicago. Quartz Partners Investment Management serves individual investors, retirement plans, institutions, and financial intermediaries with model-based investment management. The firm combines top-down macro analysis and bottom-up stock selection, offering discretionary portfolios monitored by an investment committee and delivering models via multiple platform arrangements.

Azita Aminian is a financial advisor at Centennial Securities Company, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 36 years of industry experience. She has been with Centennial Securities since 2011. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets. The firm serves individuals, trusts and estates, retirement plans, foundations, endowments, and business entities, offering discretionary and non-discretionary investment management, financial planning, and access to third-party manager programs.

Daniel Nakano is a CFP® with 20 years of industry experience, currently serving at Curi Capital, LLC. He has held positions at RMB Capital Management LLC, Morgan Stanley, Advantage Investment Management, LLC, and Equitable Advisors. Nakano is based in Chicago, IL. Curi Capital provides wealth management, investment management, retirement plan consulting, family office services, and a subscription offering for early-career medical professionals. The firm serves individuals, high-net-worth clients, and institutional clients, employing a long-term, fundamentally driven investment approach across a range of strategies and portfolio types.

Mark Toledo is a CFA® charterholder with 28 years of industry experience. He is currently an advisor at Chicago Partners Investment Group LLC, where he has worked since 2013. Prior to that, he was with Total Portfolio Management, LLC for 21 years and with Mesirow Financial Investment Management, Inc. for seven years. He maintains an inactive registered investment adviser registration as president of Total Portfolio Management, LLC. 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 investment approach integrating fundamental analysis with quantitative methods across a broad range of asset types, including mutual funds, ETFs, and structured notes.

Ryan Mc Evily is a Series 65 licensed financial advisor with Plante Moran Financial Advisors in Chicago, IL, with two years of industry experience. He joined Plante Moran in 2023 after prior roles at Jessup Wealth Management and the University of Dayton. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including high-net-worth individuals, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment approach combining fundamental, technical, and cyclical analysis with proprietary market valuation tools.

Krista Linn is a CFA® charterholder with 28 years of industry experience. She has worked at Bartlett & Co. Wealth Management LLC since 2019 and was previously with Lodestar Investment Counsel, LLC from 2015 to 2019. She serves on the Board of Trustees for the Chicago Academy For The Arts, an independent arts high school. Bartlett & Co. Wealth Management LLC provides discretionary wealth management and financial planning services to high-net-worth individuals, families, and a variety of institutional clients. The firm emphasizes diversified asset allocation and relative-value fixed income strategies, leveraging mutual funds, ETFs, and third-party platforms to implement client portfolios.

Ryan Gough is a financial advisor with Performance Wealth and holds a Series 66 designation. He has 10 years of industry experience, including five years at William Blair before joining Performance Wealth Partners, LLC. Outside of his advisory work, Gough serves as a volunteer firefighter with the Western Springs Fire Department. Performance Wealth serves a range of clients including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers discretionary and non-discretionary investment management, wealth management, and financial planning, managing over $4 billion in client assets with a long-term, portfolio-focused investment approach.