Mitchell Bratina is a CFA® charterholder and Series 65 licensee with five years of industry experience. He has been with Chicago Partners Investment Group LLC since 2020 and previously worked at Western Digital and Iowa State University. Outside of his advisory role, he is the founder and CEO of FinTurk Inc., a fintech SaaS platform. Chicago Partners Investment Group LLC provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, trusts, nonprofits, endowments, corporations, and other entities. The firm employs a long-term, diversified, asset-allocation oriented investment approach incorporating fundamental analysis and quantitative optimization, offering services including financial planning, portfolio management, and family office consulting.

Joseph Moorhead is a CFP®-designated financial advisor with Northern Trust Securities, Inc. in Chicago, IL, bringing 29 years of industry experience. His prior roles include positions at Nuveen Securities, Tiaa, and Teachers Personal Investors Services. Moorhead has been with Northern Trust Securities since 2018. 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. The firm offers model-driven discretionary portfolio management through various platforms, integrating proprietary and third-party investment products with regular account reviews.

Tristan Carone is a financial advisor at VestGen Advisors, LLC with one year of industry experience. He holds the Series 66 designation and has worked with Private Client Services and VestGen Advisors since 2025. VestGen Advisors provides investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-led client relationships with centralized portfolio construction and utilizes third-party managers and proprietary funds as part of its investment approach.

Joshua Vick is a financial advisor at Chicago Partners Investment Group LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Beltmann Relocation, Target Corporation, and the University of North Dakota. Chicago Partners Investment Group LLC serves a diverse client base including individuals, trusts, not-for-profits, and corporations, offering services such as portfolio management, financial planning, retirement plan consulting, and family-office reporting. The firm employs a long-term, diversified investment approach and sponsors affiliated pooled investment vehicles, including private funds launched in 2021.

Frank Aiello is a Series 65-licensed advisor at Chicago Partners Investment Group LLC with nine years of industry experience. He has been with Chicago Partners since 2016 and is also a partner at TKF Homes, where he is involved in home flipping. Chicago Partners Investment Group serves a diverse client base, including individuals, trusts, nonprofits, and corporations, offering portfolio management, financial planning, retirement services, and family-office reporting. The firm employs a long-term, diversified investment approach utilizing fundamental analysis and a variety of strategies, including direct indexing and tax-loss harvesting.

David Miller is a financial advisor at Northern Trust Securities, Inc. in Chicago, IL, holding Series 63 and Series 66 licenses with three years of industry experience. His background includes roles at Northern Trust Securities and J.P. Morgan Securities, as well as JPMorgan Chase Bank. 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. The firm offers model-driven discretionary portfolio management through Separately Managed Accounts and Strategist UMAs, combining advisory, brokerage, and custody services.

Jacob Temple is a financial advisor at Northern Trust Securities, Inc. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Northern Trust Securities in 2025, he worked at Charles Schwab for one year and has a varied background including roles outside the financial industry. 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. The firm offers model-driven discretionary portfolio management through separately managed accounts and other managed portfolios delivered via the Fidelity Managed Account Xchange platform.

Mark Aloisio is a financial advisor at Waverly Advisors, LLC in Chicago, IL, holding Series 63 and Series 65 licenses with 17 years of industry experience. He previously worked at Jpmorgan Securities LLC and Promus Capital, LLC. Aloisio serves on the board of Maryville, attending quarterly meetings. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations and offers a range of financial planning and multi-family office services.

Janek Pedersen is a CFP® and holds a Series 66 designation with 20 years of industry experience. He has worked at RMB Capital Management, LLC since 2010, following prior roles at UBS Financial Services and Guggenheim Investments. He is currently affiliated with Curi Capital, LLC in Chicago, IL. 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 vehicles, including separately managed accounts and private funds.

Joshua Carucci is a financial advisor with The Mather Group, LLC in Chicago, IL, holding a Series 66 designation and nine years of industry experience. His career includes roles at Bank of America, Merrill Lynch, and McAdam LLC prior to joining The Mather Group. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach, utilizing risk-based allocation models, tax-synchronized portfolio construction, and offers customization options such as direct indexing and ESG portfolios.

James Palermo is a CFP® and CFA® with five years of industry experience. He has worked at Chicago Partners Investment Group LLC since 2020 and previously spent 29 years at Chicago Equity Partners. He also held a position at Retirewise CFP from 2022 to 2023. Chicago Partners Investment Group LLC serves a diverse client base, including individuals, trusts, endowments, and corporations, offering portfolio management, financial planning, and family-office services. The firm employs a long-term, diversified investment approach with customized portfolios and sponsors affiliated pooled investment vehicles, including private funds.

Nathan Jefferson is a CFP® with two years of industry experience and has been with Ritholtz Wealth Management since 2022. He is also affiliated with Michigan State University, where he has worked since 2019. Ritholtz Wealth Management serves individual and institutional clients, offering comprehensive portfolio management and financial planning services. The firm employs a goal-based investment process that incorporates asset allocation and behavioral finance principles, utilizing diversified ETFs alongside tactical overlays and alternative investments, supported by digital platforms for portfolio implementation and management.

John Storrs Jr. is a financial advisor at Northern Trust Securities, Inc. in Chicago, IL, holding Series 66, Series 63, and Series 65 licenses with 29 years of industry experience. He has spent the majority of his career at Northern Trust Securities, including a long tenure from 2006 to 2024 and resuming in 2025. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that provides discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients by offering a range of managed account solutions, integrating proprietary and third-party investment products with a governance-based approach.

Owen Duncan is a CFP®-certified financial advisor at Curi Capital, LLC with nine years of industry experience. He has worked at RMB Capital Management LLC since 2017 and previously held roles at The Prudential Insurance Company of America and Pruco Securities, LLC. Based in Chicago, IL, he holds Series 63 and Series 65 licenses. Curi Capital provides wealth management, investment management, retirement plan consulting, family office services, and a subscription offering for early-career medical professionals. The firm serves individuals, high-net-worth clients, and institutional clients, employing a long-term, fundamentally driven investment approach across a variety of account types and strategies.

Nicholas Wilkins is a financial advisor with Merit Financial Advisors in Chicago, IL, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His career includes roles at Blue Print Wealth Advisors, Commonwealth Financial Network, Securian Financial Services, and New England Securities. Outside of his advisory work, he is the owner of Huron Leavitt LLC and serves as trustee for the George and Linda Wilkins Trust. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm uses a long-term, diversified asset allocation approach with both internal and third-party management, supporting discretionary and non-discretionary accounts and offering a range of financial planning and retirement consulting services.

Reginald Smith is a financial advisor at Zacks Investment Management, Inc. with three years of industry experience. He previously worked at J.P. Morgan Securities LLC for three years before joining Zacks in 2026. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, and institutional clients. The firm combines proprietary quantitative models with qualitative portfolio management across a variety of strategies and distributes its offerings through multiple wrap-fee and unified managed account programs.

Brandon Mull is a CFP®, CFA®, and Series 66-licensed advisor with eight years of industry experience. He currently works at Savvy and previously held roles at Zhang Financial LLC, Morgan Stanley, and TransMarket Group. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, corporations, and other entities. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a parent technology platform and third-party tools.

Brian M. Ahern is a financial advisor at VestGen Advisors, LLC with over 25 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at The LAT Group, Raymond James Financial Services, Bank of America, Merrill, and Morgan Stanley. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, small businesses, and institutional investors. The firm combines advisor-level client relationships with centralized portfolio management and uses third-party managers alongside proprietary strategies.

Christian Whittemore is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding a Series 66 designation with 23 years of industry experience. He has been with Zacks Investment Management since 2002. 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 investment process combining quantitative and qualitative analysis, offering a broad range of strategies and serving both direct clients and third-party advisers through model portfolios and indices.

Craig Norris is a CFP® with three years of industry experience, currently affiliated with Mariner Independent in Chicago, IL. He has held advisory roles at Archiwealth and Mariner Platform Solutions and serves on the advisory board of The H Foundation, a nonprofit focused on cancer research. Additionally, he creates content for an internet-based sports media channel called Game On Media. Mariner Independent provides investment advisory, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers access to model portfolios, third-party managers, and a range of retirement plan services, supported by institutional affiliations that enhance its investment and fiduciary capabilities.