Laura Cuber is a CFP® professional with eight years of industry experience. She currently works at Bartlett & Co. Wealth Management LLC and previously held positions at Mercer Global Advisors and Kanaly Trust Services. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and a variety of institutional clients, providing discretionary wealth management and comprehensive financial planning. The firm emphasizes diversified asset allocation and relative-value analysis for fixed income, utilizing mutual funds, ETFs, and third-party platforms while offering access to affiliate and intermediary services through its integration with the Focus Financial Partners network.

Katherine Ozog is a CFP® with 18 years of industry experience, currently serving at Curi Capital, LLC. She has been with RMB Capital Management, LLC since 2010. Curi Capital serves individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental investment approach and manages approximately $9.83 billion across various account types, combining in-house strategies with external managers and proprietary risk analysis tools.

Donald Bechter is a CFA® charterholder with 14 years of industry experience, currently serving at Curi Capital, LLC. He has worked at RMB Capital Management since 2011. Outside of his advisory role, he is an investor in several private equity and real estate loan funds. Curi Capital serves individuals, families, institutions, and other clients through wealth management, asset management, retirement plan solutions, and family office services. The firm manages approximately $9.83 billion and employs a long-term, fundamental investment approach across equity and fixed income strategies, combining in-house and external management resources.

Evan Kasal is a financial advisor at Fourstar Wealth Advisors, LLC based in Chicago, IL. He holds a Series 65 designation and has been in the industry since 2023. Prior to joining Fourstar Wealth Advisors in 2024, he worked at The Power Company and NielsenIQ. Fourstar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides financial planning, discretionary portfolio management, and retirement-plan consulting, using a mix of fundamental and technical analysis to tailor portfolios across various asset types.

Kenneth Valentino is a financial advisor with WORLD EQUITY GROUP, Inc., holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been affiliated with Patriot Capital Services, Inc., Patriot Capital Management, Inc., and World Equity Group, Inc. since 2004-2005. Outside of his advisory work, he serves as Vice President of Business Development for International Pure Water, a company that manufactures and sells water filtration products, and owns an outdoor marijuana growing business in Michigan. World Equity Group provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, non-profit organizations, and financial institutions. The firm employs a combination of model-based and customized investment approaches, offering portfolio management, financial planning, and access to third-party managers.

Mark Harmon is a financial advisor with FourStar Wealth Advisors, LLC in Chicago, holding a Series 65 designation and bringing 29 years of industry experience. He has been with FourStar since 2016 and previously worked at Kingsview Asset Management from 2014 to 2016. Outside of his advisory role, Harmon is also an independent insurance agent, focusing on life insurance sales as part of overall financial planning. FourStar Wealth Advisors provides investment management, comprehensive financial planning, and retirement plan consulting to a wide range of clients, including high-net-worth individuals, trusts, estates, and business entities. The firm offers discretionary portfolio management with a focus on tailored risk tolerances and objectives, utilizing both fundamental and technical analysis.

Thomas Clark is a Series 66-licensed financial advisor at Merit Financial Advisors with one year of industry experience. His prior roles include positions at Commonwealth Financial Network, Blueprint Wealth Advisors, Charles Schwab Investment Management, and Jackson National Asset Management. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, with oversight from a central Investment Management team and an Investment Committee.

Edilberto Ortiz is a financial advisor at IHT Wealth Management LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at IHT Wealth Management since 2016, LPL Financial since 2009, and was a partner at E.C. Ortiz & Co. LLP, an accounting and auditing firm, for 47 years. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm utilizes a blend of fundamental stock selection and quantitative tools across diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of over 150 advisers.

Byron Mandell is a financial advisor at Chicago Partners Investment Group LLC with six years of industry experience. He holds the CFP® and Series 65 designations and has been with Chicago Partners since 2018. In addition to his advisory work, Mandell is affiliated with Loyola University Chicago. Chicago Partners Investment Group LLC provides advisory services to high-net-worth individuals, trusts, not-for-profit plans, endowments, corporations, and family offices. The firm employs a long-term, diversified, asset-allocation investment approach, utilizing mutual funds, ETFs, direct indexing, fixed income, options, structured notes, and select alternative strategies.

Terry Mccaffrey is a financial advisor at VestGen Advisors, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Optimum Investment Advisors since 2009. He is also a co-founder and member of VestGen Wealth Partners Holdings, LLC, a financial services holding company. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for about 9,453 clients. The firm serves individual and high-net-worth clients, offering investment management, financial planning, wrap-fee programs, and retirement plan services using a variety of analytical methods and third-party managers.

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 and holds a Series 65 license, with six years of industry experience. He has worked at Chicago Partners Investment Group LLC since 2019 and previously held roles at Wintrust Financial Corp. and Cosentino Financial Group. Chicago Partners Investment Group LLC advises a diverse client base, including individuals, trusts, endowments, and corporations, offering portfolio management, financial planning, retirement services, and family-office reporting. The firm employs a long-term, diversified investment approach, using fundamental analysis and various strategies such as direct indexing and tax-loss harvesting, and is notable for sponsoring affiliated pooled investment vehicles and serving insurance company clients.

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.

Liam Duffy is a financial advisor with FourStar Wealth Advisors, LLC in Chicago, IL, holding 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 individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm combines fundamental and technical analysis to manage diversified portfolios tailored to clients’ risk tolerance and time horizon.

Charles Garrido is a financial advisor with A.G.P. / Alliance Global Partners in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at McDonald Partners LLC for seven years before joining A.G.P. in 2018. Garrido serves as president of the FAF Foundation, a nonprofit organization, and is Secretary of the Board and Chair of the Finance Committee for RAICES, a charitable organization focused on asylum and migrant advocacy. He is also working on authoring two books, one on growing up Cuban and another on financial strategies. A.G.P. / Alliance Global Partners offers advisory and brokerage services to individuals, trusts, corporations, and other entities, providing portfolio management, financial planning, retirement-plan consulting, and capital markets services. The firm emphasizes international investing through its EPC Advisors Group division and is known for combining advisory services with active brokerage and product distribution.

Nicole Polanco is a CFP® professional with eight years of industry experience, currently serving at Chicago Partners Investment Group LLC since 2015. She holds the Series 65 designation and is based in Chicago, IL. Chicago Partners Investment Group LLC advises a diverse client base, including individuals, trusts, endowments, corporations, and not-for-profit plans. The firm employs a long-term, diversified investment approach, utilizing fundamental analysis and a range of strategies such as direct indexing and tax-loss harvesting, while offering customized portfolio management and financial planning services.

John Eberle is a financial advisor at Fourstar Wealth Advisors, LLC in Chicago, IL, with 25 years of industry experience. He has previously worked at Vivaldi Capital Management, Taiber Kosmala, and Fiduciary Financial Partners. Eberle holds Series 63 and Series 65 designations. Fourstar Wealth Advisors provides investment management, comprehensive financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals and institutional entities. The firm employs both fundamental and technical analysis to manage portfolios primarily on a discretionary basis and offers private fund management alongside broader wealth management services.

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.