Charles Sherburne is a financial advisor at Zacks Investment Management, Inc. based in Chicago, IL, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Ameriprise Financial Services, Inc. and LBMZ Securities Inc. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, pooled vehicles, and institutional clients, serving also as portfolio manager to mutual funds and ETFs. The firm employs a proprietary quantitative and qualitative investment process across diverse strategies and sponsors its own wrap-fee programs while managing affiliated mutual funds and ETFs.

Dirk Swiderek is a financial advisor at First Advisors National, LLC with two years of industry experience. He holds a Series 65 designation and has been the owner of Bella International LLC, a jewelry business in Chicago, since 2009, which is currently in the process of liquidation. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party money managers and uses fundamental analysis to supplement individual security recommendations.

Nikifor Minkov is a financial advisor with Associated Investment Services, Inc. in Chicago, IL, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has been with Associated Investment Services, Inc. since 2012. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors as well as small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services via the Envestnet/NFS platform.

John Menton IV is a financial advisor at Curi Capital, LLC in Chicago, IL, holding Series 66, Series 65, and Series 63 designations with 14 years of industry experience. His prior roles include positions at MML Investors Services, MassMutual, Jamcap LLC, and Credit Suisse Securities (USA) LLC. Curi Capital offers wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional investors. The firm employs a long-term, fundamentally driven investment approach across various strategies, including separately managed accounts, model portfolios, mutual funds, and private funds.

Kelsey Schwadron is a CFP® and Series 65 licensed advisor at Curi Capital, LLC with two years of industry experience. She has been with Curi RMB Capital since 2020 and previously attended Northeastern Illinois University. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm employs a long-term, fundamentally driven investment approach across various account types, including separately managed accounts and private funds.

Robert Hankla is a CFP® professional with 19 years of experience in financial advising. He has been with The Mather Group, LLC since 2020, following eight years at Resource Advisory Services. 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 employs an evidence-based investment approach with risk-based allocation models and tax-synchronized portfolio construction, providing customized solutions such as direct indexing and ESG factor portfolios.

Todd Long is a financial advisor with The Mather Group, LLC, based in Chicago, IL. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. His prior roles include positions at Financial Engines Advisors, Edelman Financial Services, EF Legacy Securities, and Fidelity Brokerage Services. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by offering 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 provides customization options such as direct indexing and ESG factor portfolios.

Colin Cheaney is a CFA® charterholder with over five years of industry experience. He currently works at IHT Wealth Management LLC and previously held roles at Marquette Associates and Illinois Wesleyan University. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients, offering discretionary asset management, financial planning, and ERISA plan consulting. The firm employs a blended investment approach combining fundamental stock selection with quantitative tools and diversified model portfolios, supported by various operational features including an affiliated broker-dealer and venture/private equity activities.

Jakob Marringa is a CFA® with 16 years of industry experience. He has been with United Capital Financial Advisors since 2009. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm offers customized investment solutions and supports other independent advisors through its FinLife Partners platform, while maintaining a broad affiliate network that includes legal, trust, lending, and referral services.

Dennis Dean is a financial advisor with ON Investment Management Company in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior experience includes roles at The O.N. Equity Sales Company, Ohio National Financial Services, Hornor, Townsend & Kent, Inc., and Penn Mutual Life Insurance Company. He serves as a board member of the Kiwanis Club of Lindenhurst/The Lakes. ON Investment Management Company is a multi-team SEC-registered investment adviser providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of investment programs and combines discretionary and non-discretionary management approaches.

Kyle Omery is a CFP® affiliated with Aprio Wealth Management, LLC in Chicago, IL, with one year of industry experience. Prior to joining Aprio in 2026, he worked at Corient Private Wealth and Aspiriant, each for two years, as well as at Richwood Investment Advisors for one year. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes tailored portfolios based on client objectives, risk tolerance, and time horizon, incorporating a range of investment vehicles and ongoing account monitoring.

David Stone is a financial advisor at IHT Wealth Management LLC with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley in various capacities from 2007 to 2017. He has been with IHT Wealth Management and affiliated with LPL Financial since 2017. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm uses a blend of fundamental stock selection and quantitative tools to manage diversified portfolios and offers discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Nolan Day is a financial advisor at Plante Moran Financial Advisors with one year of industry experience. He holds a Series 65 credential and has prior experience at Forum Health and Skypoint Ventures. 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 combines fundamental, technical, and cyclical analysis with proprietary market valuation models and frequently employs third-party managers and alternative investments.

Michael Wing is a financial advisor at B. Riley Wealth Advisors, Inc. in Chicago, IL, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with B. Riley-affiliated firms since 2012. Outside of advising, he is a licensed insurance agent involved with B. Riley Wealth Insurance. B. Riley Wealth Advisors offers investment advice and portfolio management to individual clients, pension plans, trusts, charitable organizations, and corporate clients. The firm employs a range of investment programs and manages approximately $4.21 billion in client assets through a team of about 173 advisors.

Bryon Stanislaw is a financial advisor at Curi Capital, LLC with eight years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. Prior to joining Curi Capital, Bryon worked at Jefferies & Company, Inc. for sixteen years, Merrill for one year, and Banc of America Investment Services, Inc. for three years. He volunteers with Oak Park Family Services on mental health issues as a member of their investment committee and serves as chairman and head of economic education for the Securities Industries Association Central States District. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm’s investment approach uses a long-term, fundamentally driven process combining bottom-up equity analysis and relative-value fixed income strategies across various portfolio types.

Danielle Van Buren is a CFP® at Valeo Financial Advisors, LLC with four years of industry experience. She has worked at Valeo since 2020 and has held positions in various sectors including retail and education prior to joining the firm. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $13 billion and serving retail, high-net-worth, and institutional clients. The firm offers comprehensive financial planning and portfolio management, utilizing strategic asset allocation, third-party research, and a range of investment strategies including model portfolios and covered-call approaches.

Scott Martin is a financial advisor at Kingsview Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including United Advisors and Astor Asset Management. Outside of his advisory role, Martin is president and CEO of Accent Asset Management and contributes on-air to Fox Business Network. Kingsview Wealth Management is a multi-advisor SEC-registered firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning and wealth management services using a blend of in-house strategies, third-party managers, and alternative investments across various asset classes.

Sam Kendree 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 several firms including SBMC Intellectual Property Law, Bluestone Venture Partners, Signia Capital, TCI Wealth, and Country Financial. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, not-for-profit plans, endowments, corporations, and other entities. The firm employs a long-term, diversified, asset-allocation approach that combines fundamental analysis with quantitative optimization, offering services such as financial planning, portfolio management, and family office consulting.

Patrick Kaiser is a ChFC® credentialed financial advisor with 23 years of industry experience, currently with Tucker Asset Management LLC since 2025. His prior roles include positions at IAMS Wealth Management, Royal Fund Management, and VIRTUE CAPITAL MANAGEMENT. He also works as an independent insurance agent, offering annuities, life and health insurance products, and physical precious metals. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations. The firm provides discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory services using a top-down, macroeconomic asset-allocation process and a range of investment strategies, including alternative investments.

Matthew Newton is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining Zacks, he worked in roles across logistics, education, and local government. 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 through proprietary models and offers a wide range of strategies and investment vehicles, serving both direct clients and other advisers.