Timothy Kenny is a financial advisor at Chicago Partners Investment Group LLC with the PFS™ designation. He has over 35 years of experience through his role at Kenny & Kenny, PC, and has been with Chicago Partners Investment Group since 2026. 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, asset-allocation approach that integrates fundamental analysis with quantitative methods across a range of investment strategies.

Edward Yee is a financial advisor with Northern Trust Securities, Inc. in Chicago, IL, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with Northern Trust Securities since 2004. 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 through discretionary portfolio management and model-driven investment programs that include Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs.

Jeffrey Kinzler is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 66 licenses and has 35 years of industry experience. His prior work includes roles at Securities Service Network, Inc. and Northwestern Mutual Investment Management. Outside of his advisory work, he is involved in the sales and service of fixed life insurance and related products through his role with a retirement services group. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, utilizing a diversified mix of mutual funds, ETFs, equities, fixed income, and options.

Patrick Simoncic is a financial advisor at The Mather Group, LLC with two years of industry experience. He holds a Series 65 designation and has worked at The Mather Group since 2023. His prior work history includes roles outside the financial sector, including a position at Old Warson Country Club and running Sugos Spaghetteria. 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 multiple risk-based allocation models and customization options, integrating AI and machine-learning tools under human oversight.

Ryan Quinn is a CFP® professional with three years of industry experience, currently serving as a financial advisor at The Mather Group, LLC in Chicago, IL. He has been with The Mather Group since 2020. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering financial planning, investment management, tax and estate planning guidance, and family office services. The firm follows an evidence-based investment approach with customized risk-based allocation models and incorporates AI and machine-learning tools alongside human oversight.

John Johnson is a CFP® with 16 years of industry experience, currently serving at Plante Moran Financial Advisors in Chicago, IL. He has been with Plante Moran Financial Advisors since 2001 and with Plante Moran, PLLC since 2009. Outside of his advisory role, Johnson is involved in a family racehorse operation, where he handles purchase, selection, and selling decisions. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual households, institutions, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment process, offering both discretionary and non-discretionary portfolio management services.

Ying Huang is a CFP® professional with 13 years of industry experience, currently advising at The Mather Group, LLC since 2021. Prior to this, she spent two years at Treybourne Wealth Planners and eight years at Private Vista, LLC (formerly Financial Strategy Network, LLC). The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with diversified risk-based allocation models and offers customized portfolio solutions including ESG factor portfolios and concentrated stock management.

Steven Cook is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Elmhurst, IL, holding a Series 66 credential with 10 years of industry experience. His prior work includes roles at Edward Jones and IPAVA State Bank. Cook is also involved with Fortress Insurance Services Inc. in a fixed insurance capacity. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to a range of clients, including individuals, trusts, pension plans, and small businesses. The firm offers both non-discretionary and discretionary management programs, with a notable emphasis on non-discretionary assets under management.

Alexander Insley is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with Zacks Investment Management since 2009. Zacks Investment Management provides discretionary portfolio management to a diverse client base including individuals, trusts, estates, retirement plans, charitable and corporate entities, and institutional investors. The firm employs a proprietary investment process combining quantitative and qualitative analysis, and operates across retail, institutional, and third-party distribution channels with a mix of direct management and model licensing.

Christopher Sacco is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 22 years of experience. He holds the ChFC® designation and Series 63 and 66 licenses. His prior experience includes roles at Comprehensive Asset Management & Servicing, Inc. and Securities America Advisors, Inc. He is also an investment advisor at Retirement Planning Specialists, Inc., where he has served since 2011. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses, offering both non-discretionary and discretionary investment programs.

Daniel Moore is a financial advisor at Brighton Jones LLC in Chicago, IL, holding CFP® and Series 66 designations with 14 years of industry experience. His prior roles include positions at Savvy, TIAA CREF Individual & Institutional Services, Fidelity, PNC Wealth Management, and Equitable Advisors. Brighton Jones serves individual, high-net-worth, and family-office clients with wealth management and financial planning services through multiple brands, including the Personal CFO offering and OpenPlan advisory. The firm employs a whole-balance-sheet approach for high-net-worth clients and provides a mix of public and private investment options, supported by an affiliated ecosystem that includes private fund management, trust services, and legal support.

David Ruths Jr. is a CFP® professional with 25 years of experience, currently serving at IPI Wealth Management, Inc. in Chicago, IL. He has been with IPI Asset Management, Inc. and Investment Planners, Inc. since 2008. Outside of his advisory role, he is the owner and president of Stockbridge Financial LLC, a tax filing and preparation firm he founded in 1998, and has served as a Republican election judge for the Chicago Board of Elections. IPI Wealth Management serves a diverse client base including individual, charitable, corporate, and retirement plan clients, offering portfolio management, financial planning, and access to third-party manager programs. The firm uses an open-architecture investment platform with proprietary risk-based models and an outsourced-agent operational structure to support trade execution and performance reporting.

Joanne Woiteshek is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Her career includes prior roles at Brooklight Place Securities, Fortune Financial Services, and Interactive Financial Advisors. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients, offering portfolio management, financial planning, and retirement consulting through various advisory programs and a combination of discretionary and non-discretionary services.

Patrick Thiel is a financial advisor with Curi Capital, LLC, holding a Series 65 designation and six years of industry experience. His prior work history includes roles at KerberRose Wealth Management, Ehlers Investment Partners, Piper Sandler, and several other firms. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, employer retirement plans, institutions, and family offices. The firm employs a long-term, fundamental investment approach utilizing proprietary strategies, third-party managers, and private funds.

William Davis is a financial advisor with RWA Wealth Partners in Chicago, Illinois. He holds the Series 65 designation and has previously worked at BMO N.A., Loyola Quinlan School of Business’s Next Generation MBA Program, and Total Quality Logistics. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans by providing investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm employs a strategic asset allocation approach supported by an open-architecture platform and combines fundamental and quantitative methods in certain internally managed strategies.

Gerri Michalski is a financial advisor with LaSalle St. Investment Advisors, L.L.C. She holds Series 63 and Series 65 licenses and has 14 years of industry experience. Michalski has worked at LaSalle St. Securities, L.L.C. since 1999. Outside of her advisory work, she is involved in travel planning as an outside sales agent for a travel agency. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary managed programs, with a notable emphasis on non-discretionary asset management.

Benjamin Carlson is a financial advisor at Arete Wealth Advisors, LLC with 23 years of industry experience. He holds the Series 66 designation and has worked previously at Brighthouse Securities, LLC and METLIFE Investors Distribution Company. Outside of his advisory role, Carlson serves as an alpine ski coach during the winter months. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm manages assets primarily on a discretionary basis, using both advisor-driven and proprietary rule-based model allocations, and integrates its services with affiliated financial businesses and product channels.

Ailun Shen is a CFP® with four years of industry experience, currently serving as a financial advisor at The Mather Group, LLC since 2026. Prior to this, Shen worked at Mediqus Asset Advisors and Ausdal Financial Partners, INC. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing combined financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customized portfolio options and integrates AI and machine-learning tools alongside human oversight in its processes.

Mitchell Conley is a financial advisor at Zacks Investment Management, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LBMZ Securities, Inc., The Kenrich Group, and Loyola University Chicago. Zacks Investment Management provides discretionary investment management services to individuals, trusts, estates, retirement plans, and institutional clients, managing mutual funds and ETFs. The firm employs proprietary quantitative models combined with qualitative portfolio management across a range of strategies and offers retail wealth management, alternative investments, and model portfolios distributed through wrap-fee and unified managed account programs.

James Thornton is a financial advisor at VestGen Advisors, LLC with 20 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Merrill Lynch, Bank of America, and Raymond James Financial Services. Outside of his advisory role, he serves as a coach for the NFL, focusing on field compliance. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients through discretionary and non-discretionary investment management, financial planning, and retirement plan services, utilizing a combination of analytical methods and third-party managers to implement client portfolios.