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.

Daniel Lundquist is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Ausdal Financial Partners, Inc. since 2011. He is also involved as an education presenter providing 401(k) plan education services and serves as vice president of his local homeowners association. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and businesses with a broad range of advisory and financial planning services, managing approximately $3.73 billion for over 16,000 clients through a large network of investment advisor representatives. The firm offers customized investment strategies and utilizes multiple custodians and third-party managers to meet client objectives.

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.

Lori Barone is a CFP® with 28 years of industry experience, currently affiliated with Silver Oak Securities, Inc. She has previously worked at Securities America Advisors, Inc. and Securities Service Network, Inc. Barone also operates Barone Financial Group, Inc., an independent financial professional firm offering investment advice and financial planning services. Silver Oak Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities, managing approximately $2.4 billion in discretionary assets. The firm offers a variety of advisory programs focusing on discretionary, customized investment management aligned with client objectives and risk tolerances.

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.

Michal Martinek is a financial advisor at Forum Financial Management, LP with 13 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Charles Schwab and Terra Investors LLC. Forum Financial Management, LP provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for independent RIAs, managing portfolios primarily with DFA mutual funds and ETFs following a Modern Portfolio Theory approach.

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.

Triston Navarro is a financial advisor at Zacks Investment Management, Inc. with five years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and in the fitness industry with F45 Training and Orange Theory Fitness. Zacks Investment Management provides discretionary portfolio management to a diverse client base including individuals, trusts, retirement plans, and institutional investors. The firm combines quantitative and qualitative analysis using proprietary models and offers a broad range of strategies and investment vehicles across retail, institutional, and third-party distribution channels.

Joshua Robinson is a financial advisor with Forum Financial Management, LP and holds the Series 63 and Series 65 designations. He has 23 years of industry experience, including roles at Purshe Kaplan Sterling Investments and PR Wealth Management Group, Inc. Robinson serves as a board member and part owner of Short Hills Country Club, a nonprofit organization. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm uses model asset-allocation portfolios based on Modern Portfolio Theory and emphasizes wholesale relationships by offering turnkey asset management, back-office services, and advisory access to held-away accounts.

Thomas O'gara is a financial advisor at Chicago Partners Investment Group LLC with a Series 65 credential. He has been with the firm since 2025 and has prior experience in various roles outside the financial industry, including positions at the University of St. Thomas and Broadway Electric Inc. Chicago Partners Investment Group advises a diverse client base ranging from non-high-net-worth individuals to corporations and endowments. The firm employs a long-term, diversified investment approach, utilizing fundamental analysis and customized portfolios, and is notable for sponsoring affiliated pooled investment vehicles and serving insurance company clients.

Matthew Mueller is a financial advisor at Composition Wealth, LLC with 13 years of industry experience. He holds a Series 65 designation and has previously worked at Focus Partners Wealth, Kovitz Investment Group Partners, Telemus Capital, and Barrington Strategic Wealth Management Group. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, insurance companies, third-party broker-dealers, and retirement plans. The firm employs a long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, and manages approximately $9.47 billion in discretionary assets across its multi-advisor platform.

Eric Metz is a CFA® charterholder and holds a Series 66 license with nine years of industry experience. He is currently with BlackRock Investments, LLC and BlackRock, having joined in 2024 after nine years at SpiderRock Advisors, LLC. SpiderRock Advisors, LLC provides discretionary overlay and portfolio management services to institutional and wealth-management clients, employing a rules-based, systematic approach that integrates quantitative and fundamental inputs. The firm specializes in listed derivatives and dynamic option overlays, serving a diverse client base that includes asset managers, registered investment advisors, and high-net-worth individuals.

Amanda Williams is a financial advisor at Northern Trust Securities, Inc. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Raymond James and Cetera Advisors LLC. Williams has been with Northern Trust Securities and Northern Trust Bank since 2020. Northern Trust Securities, Inc. is an SEC-registered investment adviser and broker-dealer that provides discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients, offering separately managed accounts and strategist portfolios via the Fidelity Managed Account Xchange platform.

Peter Kalamaras is a financial advisor with Ausdal Financial Partners, Inc., holding a Series 66 designation and one year of industry experience. He has prior work experience at Howw MFG and Milwaukee County Parks, among other roles. Outside of advising, he is involved as a co-managing member of a self-storage rental business. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a range of advisory and brokerage services with customized investment strategies developed at the advisor level.

Matthew Schaap is a CFP® professional with three years of industry experience, currently serving at Modern Wealth Management, LLC. He has worked previously at OFM Wealth, Heritage Planning Partners, and Busey Wealth Management. He also holds an insurance license, overseeing existing life insurance and variable annuities. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans.

Michael Corson is a financial advisor at United Advisor Group with three years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of advising, he is an independent insurance agent, primarily selling disability insurance. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent advisers, offering discretionary and non-discretionary investment management, financial planning, and family office services. The firm combines proprietary model portfolios, custom trading, and third-party money managers using a variety of analytical and asset-allocation strategies.

Brandon Hurckes is a financial advisor with Ausdal Financial Partners, Inc. and Clarity Group Midwest, LLC, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Hurckes/Mccord and Carvey Painting. Hurckes is also involved in insurance sales in addition to his advisory duties. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets through a network of approximately 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, implementing strategies across a range of asset classes and account types.

Michael Ochoa is a financial advisor with Centennial Securities Company, Inc. in Chicago, IL, holding Series 63 and Series 66 credentials and 42 years of industry experience. He has worked at Centennial Securities since 2011 and previously spent a year at Sanctuary Securities, Inc. Centennial Securities 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 and estates, foundations, endowments, and other business entities. The firm’s investment advice is delivered through its advisers with portfolios tailored to client objectives using a combination of fundamental and technical analysis, strategic asset allocation, and third-party solutions.

Peter Hass is a Certified Financial Planner® with 39 years of industry experience. He is currently with IHT Wealth Management LLC, where he has worked since 2020. His prior experience includes roles at Sheridan Road Advisors, LPL Financial, and Independent Financial Partners. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools to manage diversified portfolios using ETFs, mutual funds, third-party managers, fixed income, and option strategies, and offers a range of fiduciary and consulting services through a network of approximately 153 advisors.