Kobe Rudin is a financial advisor at Curi Capital, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Curi RMB Capital, LLC and Preqin. His background also includes roles in education and graphic design. 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 investors, using a long-term, fundamentally driven investment approach across various managed accounts and funds.

Alexander Blashewski is a financial advisor at IHT Wealth Management LLC with three years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and IHT Wealth Management since 2012. In addition to his advisory role, he provides tax preparation and accounting services through related business activities. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach using fundamental stock selection, quantitative tools, diversified model portfolios, and option strategies, supported by a network of approximately 153 advisors.

Grace Kramer is a financial advisor at SpiderRock Advisors, LLC with two years of industry experience. She holds the Series 63 and Series 65 designations. Her prior work includes roles at BlackRock Investments LLC and PNC Capital Markets, LLC. Outside of finance, she has worked in the food industry with Bourbon Barrell Foods. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, employing systematic, quantitative, and rules-based approaches that combine derivatives and traditional securities. The firm offers specialized overlay and strategy management services supported by proprietary technology and is an indirect subsidiary of BlackRock.

Tyler Kendzior is a Series 65-licensed financial advisor with McAdam LLC in Chicago, IL, where he has worked since 2019. He has four years of industry experience, including prior roles at Room 38 and the University of Missouri. McAdam LLC serves a diverse clientele including individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm employs a discretionary investment approach with portfolios tailored through fundamental analysis and incorporates specialized exposures such as private investment funds and cryptocurrency via exchange-traded vehicles.

David Paske is a financial advisor with Saxony Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Saxony Securities since 2003. Outside of his advisory work, he serves as a special education teacher at Lyons Township High School. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates with a multi-team model and employs a range of investment strategies, including technical and fundamental analysis, while also offering third-party advisory services.

What is "Vita"? "Vita" means life in Italian and at Vita Wealth Management, we believe life is meant to be lived to the fullest, and money is simply a tool to help you achieve your best life. By aligning your financial strategy with your personal goals, we help you make informed decisions so you can focus on what truly matters. "I started Vita Wealth Management because I believed that there was a better way of doing things and in order to best serve clients I needed to be completely independent. This allows me to remain completely objective and focus on providing the best advice possible." Being independent and Fee Only allows us to avoid being pushed to sell propriety products, portfolios, insurances and direct conflicts of interest. Vita Wealth Management is a full service wealth management and tax firm. Being an Enrolled Agent also puts us in a unique position to provide in-depth tax planning and tax preparation services for our clients. We believe doing this in tandem with investment management and financial planning creates significant value for our clients.

Peter Arboleda is a financial advisor with IHT Wealth Management LLC in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with Lpl Insurance Associates, LPL Financial, and IHT Wealth Management since 2014. Outside of his advisory role, he provides business strategy support for a family-operated flower shop. IHT Wealth Management serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, trusts, and corporate clients. The firm employs a diversified investment approach that combines fundamental stock selection with quantitative tools, offering discretionary asset management, financial planning, and ERISA consulting through a network of approximately 153 advisors.

Brian Musso is a financial advisor at Waverly Advisors, LLC with 17 years of industry experience. He holds a Series 65 designation and has worked at Promus Capital, LLC for 17 years before joining Waverly Advisors in 2025. Musso serves on several boards, including Anotherland Ventures, a music label, and the North Austin Community Center, a nonprofit organization. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm offers a range of services including investment management, financial planning, and multi-family office solutions, integrating traditional and alternative strategies.

John Walsh is a financial advisor at FourStar Wealth Advisors, LLC with 20 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley, Oppenheimer, and Realta Equities, Inc. Walsh operates out of Chicago, IL. FourStar Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm applies both fundamental and technical analysis to tailor investment portfolios across various asset classes and offers financial planning, wealth management, and retirement plan consulting services.

Natalie Brekken is a financial advisor at Curi Capital, LLC in Chicago, IL, holding a Series 65 credential with one year of industry experience. She previously worked at Ecolab Inc. for three years and has a background that includes roles at the University of Wisconsin-Madison and Orono Public Schools. 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 various account types and strategies.

Susan Garbarino is a Certified Financial Planner® with 23 years of industry experience, currently serving as an advisor at IHT Wealth Management LLC in Chicago. Her prior roles include positions at LPL Financial, Independent Financial Partners, and multiple entities related to Mueller Financial Services. IHT Wealth Management serves individual, corporate, and institutional clients with discretionary asset management, financial planning, and ERISA plan consulting services. The firm’s investment process utilizes proprietary model portfolios, third-party managers, and discretionary OCIO mandates, combining fundamental value screening with quantitative optimization and periodic rebalancing.

Brian Bunker is a CFA® charterholder with 10 years of industry experience. He is currently an advisor at Composition Wealth, LLC and previously worked at Aviva Investors and Neuberger Berman BD LLC. Composition Wealth offers investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, and businesses. The firm employs a long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investment funds, with a multi-advisor structure managing approximately $9.47 billion in discretionary assets.

Nicholas Grossi is a financial advisor with Aaron Wealth Advisors in Chicago, holding a Series 65 credential and beginning his industry career in 2026. Prior to joining Aaron Wealth Advisors, he worked at CNA Surety and Scotiabank. Aaron Wealth Advisors serves high-net-worth and institutional clients, offering discretionary and non-discretionary portfolio management as well as standalone financial consulting. The firm utilizes an outsourced platform for third-party manager access and provides option overlay strategies, catering to sophisticated individuals, business owners, and family offices.

Harold Martin III is a financial advisor at Zacks Investment Management, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Tribune Publishing and CoachHub, as well as experience with a startup focused on nut butters. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, and institutional clients, offering a range of strategies including all-cap core, dividend, and long/short approaches. The firm combines proprietary quantitative models with qualitative portfolio management and manages affiliated mutual funds and ETFs across multiple distribution platforms.

Sharif Sharif is a financial advisor at FourStar Wealth Advisors, LLC with 30 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at LPL Financial and Woodbury Financial Services. Sharif is involved with The Other Side of Medicine, a business activity outside of his advisory role. FourStar Wealth Advisors serves a variety of clients including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a combination of fundamental and technical analysis to tailor investment portfolios across multiple asset classes, and provides financial planning, investment management, and retirement plan consulting services.

Robert Runnfeldt Jr. is a financial advisor with B. Riley Wealth Advisors, Inc. He holds Series 63 and Series 66 licenses and has 36 years of industry experience. His prior roles include positions at Noyes Advisors LLC and David A. Noyes and Company. He serves as a trustee for the Eleanor B Runnfeldt Trust. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm provides a range of advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and both firm-sponsored and third-party sub-advisers.

Kathleen Gfrorer is a CFP® professional with 45 years of experience in the financial services industry. She is currently with VestGen Advisors, LLC and has held roles at LPL Financial, Securities America, Inc., and Landmark Capital, Inc. Kathleen serves as secretary for the Somonauk Gardens Owners Association, a homeowners association. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, and institutional investors. The firm combines advisor-level client relationships with centralized portfolio construction and manages approximately $6.66 billion in assets with 61 advisors.

Michael Balch is a financial advisor at IP Financial Advisory Services LLC with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including IPI Wealth Management, Investment Planners, and Cedar Capital. Outside of his advisory work, he is the sole partner of MB THIRTEEN, LLC, which involves consulting, keynote speaking, and book sales. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm focuses on non-high-net-worth individuals and combines traditional investment advisory services with actuarial analysis, benefits consulting, and risk management.

Frank Diliberto is a financial advisor with Madison Partners in Palos Park, IL, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at several firms, including LPL Enterprise, The Prudential Insurance Company of America, Edward Jones, and Merrill Lynch. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized, primarily long-term investment approach utilizing ETFs, mutual funds, individual equities, fixed income, and alternatives, often implementing strategies through third-party sub-advisers and model portfolios.

Ramsen Odicho is a financial advisor with Northern Trust Securities, Inc. He holds Series 63 and Series 66 credentials and has three years of industry experience. His prior work includes roles at Edward Jones and J. P. Morgan Securities LLC. 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. The firm offers model-driven, discretionary portfolio management through a wrap fee program that combines proprietary and third-party investment products.