Jonathon Merickel is a CFP® with 22 years of industry experience, currently serving as an advisor at Savvy. His prior roles include positions at Savant Wealth Management, Pruco Securities, Prudential Insurance Company of America, and Fidelity Brokerage Services. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm combines primarily index-based, long-term strategies with active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers and technology platforms to support customized client plans.

Stuart Lasky is a financial advisor at Latitude Advisors, LLC with 12 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Latitude Advisors in 2015, he was associated with GWN Securities, Inc. Since 2013, he has also worked as a marketing assistant for Jeffrey Lasky Financial Services LLC and holds a life and health insurance producer license. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a blend of model-based and fundamental/quantitative analysis, managing most client relationships on a discretionary basis with ongoing portfolio oversight.

Ryan Alsop is a financial advisor at Northern Trust Securities, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Northern Trust Securities since 2018. Prior to that, he spent time at The University of Chicago Booth School of Business from 2016 to 2017. Northern Trust Securities, Inc. provides discretionary portfolio management to high-net-worth individuals, retail investors, and institutional clients through model-driven portfolios and a variety of separately managed accounts. The firm combines advisory, brokerage, and custody services, offering a broad range of investment options including proprietary and third-party products.

Matthew Richard is a financial advisor at Zacks Investment Management, Inc. with three years of industry experience. He holds a Series 65 designation and has worked at Zacks Investment Management since 2022. Prior to this, he was employed by Ducks Unlimited, the State of Illinois Governor's Office of Management and Budget, and Aviary Media. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, charitable and corporate entities, and institutional investors. The firm combines quantitative and qualitative analysis through proprietary Zacks models and offers a wide range of investment strategies and vehicles across retail, institutional, and third-party distribution channels.

William Paddor is a financial advisor at Vanderbilt Advisory Services with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms including Moloney Securities Asset Management LLC and Arlington Insurance. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation and integrates retirement-plan and benefits services with advisory offerings, using a combination of fundamental, technical, and charting analysis tailored to client objectives.

Ryan Wittig is a financial advisor at IHT Wealth Management LLC with 26 years of industry experience. He holds a Series 66 designation and has been with IHT Wealth Management and LPL Financial since 2014. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA consulting through a network of approximately 153 advisors.

Daniel Saladino is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Mariner Independent in Chicago, IL, where he also has an advisory role through Archiwealth. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm utilizes a range of investment tools and offers integrated access to custody, retirement plan consulting, and alternative investment channels through its affiliated businesses.

Thomas Blumenfeld is a financial advisor at Latitude Advisors, LLC with three years of industry experience. He is a Certified Public Accountant licensed in Illinois and has provided accounting and tax services through Pawlan, Blumenfeld, Miscinski & Assoc., Ltd. since 2005. Outside of his advisory role, Blumenfeld serves as treasurer for Alligator Aquatics, a nonprofit swim team. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm combines model-based strategies with fundamental and quantitative analysis to manage portfolios, typically on a discretionary basis.

Azmi Sharif is a financial advisor at FourStar Wealth Advisors, LLC with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Nobles and Richards, Inc., LPL Financial, and Woodbury Financial Services. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a combination of fundamental and technical analysis to tailor portfolios to client risk tolerance and time horizon, managing assets primarily on a discretionary basis across a range of investment vehicles.

Frank Pecucci is a financial advisor at The Mather Group, LLC with 10 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at The Mather Group since 2019, following a prior role at Insight Securities Inc. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering combined 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 alongside human oversight.

Robert Foley is a financial advisor with Apollon Wealth Management, LLC in Chicago, IL, holding a Series 65 credential and eight years of industry experience. He previously worked at Podesta Capital Advisors, LLC and the Gelber Group. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, businesses, and institutional clients. The firm combines centrally managed model strategies with locally managed portfolios, offering a range of investment options including ESG models, Direct Indexing, and sub-advisory services for private funds and insurance-dedicated vehicles.

Dawn Cornwall is a financial advisor at The Mather Group, LLC with 17 years of industry experience. She holds the Series 63 designation and has been with The Mather Group since 2016. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing 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 third-party AI tools alongside human oversight.

Jacob Bauer is a financial advisor at Kingsview Wealth Management, LLC in Chicago, holding Series 65 and Series 63 licenses with six years of industry experience. He has worked at firms including Foreside Fund Services and Kingsview Partners, and served on the advisory strategy team at Kingsview Wealth Management. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, and corporate entities, providing wealth management, financial planning, and asset management through a network of advisers and an internal portfolio group. The firm offers tailored portfolio management across various securities and develops proprietary model strategies for separately managed accounts, ETFs, and third-party licensing.

Max Miller is a financial advisor with Northern Trust Securities, Inc. in Chicago, IL, holding Series 63 and Series 66 licenses and four years of industry experience. His background includes roles at Hightower Advisors and Charles Schwab, as well as running a landscaping business. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that offers discretionary portfolio management through a model-driven wrap fee program, serving high-net-worth individuals, retail investors, and institutional clients with a range of separately managed accounts and strategist portfolios.

Lauren Madera is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at OneSeven in Chicago, IL. Her prior experience includes roles at Fortune Financial Services, Inc. and Ross, Sinclaire & Associates, LLC. She is also a volunteer member of the Board of Trustees for The Miami Valley School in Dayton, OH. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach with diversified portfolios and access to alternatives, offering both discretionary and non-discretionary arrangements.

Joseph Knecht is a CFP® and CFA® with 13 years of industry experience. He is currently with BMO Family Office, LLC and has worked at BMO Harris Bank N.A. since 1992. BMO Family Office provides discretionary investment management, advisory services, and family wealth strategies to ultra-high-net-worth individuals, families, foundations, and institutional clients. The firm’s investment approach combines asset allocation with quantitative and qualitative due diligence and is supported by its integration within the larger BMO Financial Corp. group.

Logan Finnegan is a Series 65-licensed financial advisor at Chicago Partners Investment Group LLC with one year of industry experience. His background includes academic roles at DePaul University and Indiana University. Chicago Partners Investment Group LLC provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, trusts, not-for-profit plans, endowments, corporations, and other entities. The firm emphasizes a long-term, diversified, asset-allocation approach that incorporates fundamental analysis and quantitative optimization across multiple asset classes, including mutual funds, ETFs, direct indexing, fixed income, and select alternative strategies.

Keith Cardoza is a CFA® charterholder with 17 years of industry experience. He has been with Brownson, Rehmus & Foxworth, Inc. since 2008. The firm provides personalized, fee-only financial counseling and non-discretionary investment advisory services to individuals, families, trusts, estates, private foundations, qualified retirement plans, and senior corporate executives. Their approach emphasizes in-depth discovery and customized long-term asset allocation strategies, focusing on broad diversification and client-directed decision-making.

Geno Del Boccio is a financial advisor with First Advisors National, LLC, holding a Series 65 designation. He has experience in entrepreneurial ventures, including roles at GD Event Productions and Coffee Something Inc. 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 combines tactical and strategic approaches with fundamental analysis to inform its investment decisions.

Michael Nicholas is an advisor with Chicago Partners Investment Group LLC, holding a Series 65 credential and beginning his financial advisory career in 2026. Prior to joining the firm, he gained experience at Autodesk and held various roles related to education and gaming studios while attending Purdue University. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, endowments, corporations, and other entities. The firm employs a long-term, diversified, asset-allocation focused approach that integrates fundamental analysis with quantitative methods, offering services including financial planning, portfolio management, and family office consulting.