Matthew Fischer is a CFA® charterholder with 11 years of industry experience. He has been with Chicago Partners Investment Group LLC since 2011. Chicago Partners Investment Group LLC advises a diverse client base, including individuals, trusts, not-for-profits, endowments, and corporations. The firm employs a long-term, diversified investment approach with customized portfolios and offers services ranging from discretionary portfolio management to family-office reporting.

Jake Burke is a financial advisor at IHT Wealth Management LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and LPL Financial. 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, while offering discretionary asset management, financial planning, ERISA consulting, and access to third-party managers through a network of approximately 153 advisors.

Alona Anspach is a CFP®-certified financial advisor with 39 years of industry experience, currently affiliated with LPL Financial in Northbrook, IL. She has held roles at IHT Wealth Management, Sheridan Road Advisors, and Independent Financial Partners. Anspach serves as a trustee on the board of the Jewish Women’s Foundation. LPL Financial offers advisory and brokerage services to a diverse client base, including individuals, retirement plans, institutions, and charities. The firm supports its advisors with in-house research and a wide range of investment solutions, combining large-scale advisory capabilities with non-advisory product offerings.

Shireen Daniels is a CFP® professional with 14 years of experience in the financial industry. She is currently with IHT Wealth Management LLC, where she has worked since 2018, and previously was associated with The Lighthouse Institute Inc. and LPL Financial. Outside of advisory services, she owns Lighthouse College Planning, a college planning specialist business. IHT Wealth Management serves a diverse client base including individuals, pension plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach combining fundamental stock selection with quantitative tools and diversified model portfolios, and offers discretionary asset management, financial planning, and comprehensive ERISA fiduciary services through a network of over 150 advisors.

Joseph Supina is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Elmhurst, Illinois, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He has been with LaSalle St. Investment Advisors and its affiliated broker-dealer since 2009. 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, managing a large proportion of assets on a non-discretionary basis and utilizing a diverse mix of mutual funds, ETFs, equities, fixed income, and options.

Jonathan Gussick is a CFP®, CFA®, and holds a Series 63 license with 15 years of industry experience. He currently works at The Mather Group, LLC and has been with the firm since 2019. Prior to joining The Mather Group, he worked at TIAA and TIAA-CREF for six years. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing comprehensive financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and integrates AI and machine-learning tools alongside human oversight.

Blake Wohlwend is a financial advisor at Ritholtz Wealth Management in Chicago, holding a Series 65 credential. He has been in the industry since 2023, with prior experience at Ameriprise and Northwestern Mutual. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment approach focused on asset allocation and behavioral finance, utilizing diversified, low-cost ETFs alongside tactical strategies and alternative investments.

Mark Lishchynsky Jr. is a financial advisor with World Equity Group, Inc. in Schaumburg, IL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with World Equity Group since 2013. 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 and offers portfolio management, financial planning, and retirement plan advisory services.

Bruce Vollrath is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 65 credentials and has 42 years of industry experience. He has worked with LaSalle St. Securities, Inc. since 1996. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and a variety of portfolio management services. The firm employs both passive and active investment strategies across multiple asset classes and manages a significant portion of assets on a non-discretionary basis.

Peter Goldman is a financial advisor at Chicago Capital, LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Chicago Capital in 2024, he worked at Westwood Management Corporation from 2014 to 2023. Chicago Capital provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, families, foundations, registered investment advisers, and corporations. The firm combines fundamental and technical research to build individualized portfolios across various asset classes, managing over $4.8 billion in client assets with a team of 11 advisors.

Elizabeth Nanovic is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 11 years of industry experience. She holds the Series 66 designation and has been with LaSalle St. Securities since 2014. Outside of her advisory role, she volunteers teaching PRE-CANA classes for couples preparing for marriage through the Archdiocese of Chicago and serves as Vice President of the Saint Peter and Paul Home and School. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a range of investment strategies across multiple asset classes using both active and passive approaches, with a notable focus on non-discretionary asset management.

Jeffery Wille is a CFP® professional with three years of industry experience. He is currently with Pure Financial Advisors, LLC and previously worked at Gresham Partners, LLC for seven years. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11.05 billion in assets for several thousand individual and high-net-worth clients. The firm emphasizes a financial-planning-centered approach using academic frameworks and offers comprehensive services including discretionary portfolio management, pension consulting, and donor-advised fund solutions.

Oliver Ernst is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Advisory Services Network since 2017. His prior roles include positions at Raymond James Financial Services and SAGE Private Wealth Group. Outside of his advisory work, he is the founder and CEO of GlassNebula, a website and app providing ESG data to individuals. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and investment consulting, managing approximately $8.6 billion in client assets with tailored strategies across various asset classes.

Daniel Mayer is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with seven years of industry experience. He holds a Series 66 designation and has worked at LaSalle St. Securities LLC since 2018. Outside of his advisory role, he operates Mayer Media Co., a freelance web and application development and digital marketing business. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a range of investment strategies using both passive and active approaches, managing substantially more assets on a non-discretionary basis.

Taylor Champion is a CFP® and CFA® at Chesley, Taft & Associates, LLC with over 14 years of industry experience. Prior to joining Chesley, Taft & Associates in 2023, Taylor worked at Byline Bank for four years and U.S. Trust, Bank of America Private Wealth Management for ten years. Chesley, Taft & Associates primarily serves high net worth individuals and related entities, including trusts, IRAs, and family foundations, managing approximately $3.0 billion in client assets. The firm employs fundamental equity analysis and tailored asset allocation across multiple strategies, serving a diverse client base that includes pension plans, charitable organizations, and corporate entities.

Patrick Daniels is a financial advisor at Chicago Partners Investment Group LLC with one year of industry experience. He holds a Series 65 designation. Prior to his current role, his background includes positions at Sunset Ridge Country Club, Kirco Manix, Indiana University, University of St. Thomas, Winnetka Golf Club, and Loyola Academy. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, nonprofits, endowments, and various business entities, offering financial planning, portfolio management, and family office consulting. The firm employs a long-term, diversified, asset-allocation approach that integrates fundamental and quantitative analysis across multiple investment strategies.

Brian Carlson is a CFP® with 22 years of industry experience, currently serving as Senior Vice President at Alera Investment Advisors, LLC. His prior experience includes roles at Securian Financial Services, Minnesota Life Insurance Company, and Triad Advisors, Inc. He is also a board member and grade director for the Arlington Heights Youth Basketball Association, a local nonprofit organization. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, and institutions. The firm employs a long-term investment approach using internal management, affiliate platforms, and independent managers, and offers comprehensive ERISA-focused services for retirement plans.

Arben Cuca is a financial advisor at Corecap Advisors with five years of industry experience. He holds a Series 65 credential and has worked previously at firms including Fefa Advisors LLC, AE Wealth Management, and AON Benfield. In addition to his advisory role, he is involved in insurance sales through Apex Wealth Management. Corecap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm emphasizes a relationship-oriented, individualized approach with a long-term investment horizon and employs a range of investment vehicles including mutual funds, ETFs, equities, and fixed income.

Brendan Donlevy is a financial advisor at VestGen Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including Triad Advisors, Northwestern Mutual, and Capital Forensics Inc. Brendan is based in Chicago, IL. 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 with discretionary and non-discretionary investment management, financial planning, wrap-fee programs, and retirement plan services. Their approach integrates client-specific goal setting with various analytical methods and may include third-party managers or affiliate strategies.

Kristen Roder is a CFP® with 17 years of industry experience, currently serving at Curi Capital, LLC. Her prior roles include positions at RMB Capital Management, Fidelity, and Jefferies LLC. 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, bottom-up approach to equity and a relative-value orientation to fixed income, combining in-house strategies with external managers and proprietary risk analysis tools.