Kevin Geiger is a financial advisor at Blackridge Asset Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Retirement Wealth Advisors, Alchemy Advisors, and LPL Financial. Geiger also operates Geiger Investments, a separate investment-related business. Blackridge Asset Management is a multi-advisor firm serving individuals, trusts, retirement plans, charitable organizations, and small businesses. The firm provides financial planning and portfolio management services, employing a structured investment process that combines client input with third-party and advisor-created model portfolios, and offers sub-advisory services to unaffiliated registered investment advisers.

Matthew Kahovec is a CFP® and holds a Series 65 license with seven years of industry experience. He has worked at The Mather Group, LLC since 2019, following five years at Astraeus Advisers LLC. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing 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, offering customization options such as direct indexing and ESG factor portfolios.

Cooper White is a financial advisor at Waverly Advisors, LLC with 15 years of industry experience. He holds a Series 65 designation and has worked at Promus Capital since 2010 alongside his current role at Waverly Advisors. He serves as an advisory committee member for Apogem Real Asset Funds, Ridge Lake GP Stakes Fund, and Kayne Anderson Direct Lending. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-markets allocations and offers a range of investment management and planning services.

Allison Tregoning is a financial advisor at Gladstone Wealth Partners with eight years of industry experience. She holds the Series 66 designation and has worked at firms including LPL Financial, Cetera Financial Specialists LLC, and Wells Fargo Clearing Services LLC. Prior to her advisory career, she was employed at Azzip Pizza and the University of Illinois at Urbana Champaign. Gladstone Wealth Partners serves a diverse client base including individuals, high-net-worth investors, corporations, and charitable organizations, offering investment management, financial planning, and retirement-plan consulting. The firm operates through a network of independent advisers who tailor strategies using discretionary management, third-party managers, and model portfolios, and also provides ERISA-related services for qualified plans.

Christopher Martella is a financial advisor at First Advisors National, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Martella is involved in real estate and energy consulting through his activities with Domain Properties, Keystone Property Management, and Navigate Power. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, and provides investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment process focuses on selecting and monitoring third-party money managers and supplementing with individual security recommendations based on fundamental analysis.

Robin Patinkin is a CFP®, CFA®, and Series 65 credentialed advisor with 22 years of industry experience. He is currently with The Mather Group, LLC and has prior experience at Focus Partners Wealth, The Colony Group, InterOcean Capital Group, and Cedar Hill Associates. 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 risk-based allocation models and offers customization options including direct indexing and ESG portfolios.

Elliott Vaughn is a CFP® and holds a Series 66 license with 10 years of industry experience. He is currently with IHT Wealth Management LLC and has previously been associated with Prairie Sky Financial Group, LLC and LPL Financial, LLC. Vaughn operates Prairie Sky Financial Group, an independent investment advisor firm through which he provides advisory services. IHT Wealth Management serves individual, corporate, and institutional clients, including retirement plan sponsors, offering discretionary asset management, financial planning, and ERISA plan consulting among other services. The firm’s investment process integrates fundamental value analysis with quantitative methods and uses proprietary models and third-party managers tailored to client objectives.

Jeffrey Menough is a CFP® professional with 34 years of industry experience, currently affiliated with HighPoint Planning Partners. He has worked at HighPoint Planning Partners and its DBA Onpath Financial since 2013, and has been associated with LPL Financial since 2010. HighPoint Planning Partners serves a broad range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management and comprehensive financial planning, constructing investment policies through personal consultations and employing a diversified approach across various asset classes and third-party platforms.

Eric Fasse is a financial advisor at Northern Trust Securities, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Cabrera Capital Partners, Cabrera Capital Markets, and American Trust Investment Services. Northern Trust Securities, Inc. provides investment advisory and model-based managed account services to high-net-worth individuals and institutional clients, utilizing a model-driven approach that combines proprietary mutual funds and ETFs with third-party managers. The firm is affiliated with a large banking holding company, offering custody and broker-dealer services alongside its advisory programs.

Connor Garrigus is a financial advisor with Chicago Partners Investment Group LLC holding a Series 65 designation. He joined the firm in 2026 and previously held positions related to education at Wake Forest University and Loyola Academy. He has no prior industry experience before joining Chicago Partners Investment Group. 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 business entities. The firm employs a long-term, diversified, asset-allocation oriented investment approach that incorporates fundamental analysis and quantitative optimization across various asset classes including mutual funds, ETFs, direct indexing, and fixed income.

Christopher Peterson is a financial advisor with HighPoint Planning Partners in St. Charles, IL. He holds a Series 66 designation and has 1 year of industry experience. Prior to joining HighPoint Advisor Group and LPL Financial in 2024, he worked at St. Charles Bank & Trust Company for 10 years. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $4.0 billion in client assets and constructs individualized investment policies using fundamental analysis across various securities and program solutions.

Paul Kaczmarczyk is a financial advisor with World Equity Group, Inc. in Schaumburg, Illinois. He holds a Series 66 designation and has 19 years of industry experience. He has been with World Equity Group since 2010 and also worked at VestGen Advisors, LLC. Outside of advising, he serves as treasurer for the Schaumburg Athletic Association United Soccer Club, a nonprofit youth soccer organization. World Equity Group provides fee-based investment advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers managed portfolios through wrap-fee programs and uses a risk-tolerance questionnaire to guide asset allocation, with discretionary authority granted to third-party managers and investment adviser representatives.

Michael Manno is a financial advisor with WORLD EQUITY GROUP, Inc. in Schaumburg, IL, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been with World Equity Group since 2003. WORLD EQUITY GROUP, Inc. offers fee-based investment advisory and financial planning services to a broad client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm provides managed portfolios through its Adhesion Money Management wrap-fee program and related advisory services, utilizing risk-tolerance questionnaires and third-party discretionary money managers.

Callie Just is a financial advisor at LPL Financial with eight years of industry experience. She holds the Series 66 designation and has worked at firms including Merrill, Jackson National Life Distributors LLC, PPM America, Inc., and Foreside Financial Services, LLC. Outside of her advisory role, she is the owner of Just Chic LLC, an event design and planning business. LPL Financial provides advisory and brokerage services to a diverse range of clients, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team and a large network of investment adviser representatives.

John Zielinski is a CFA® charterholder based in Chicago, IL, with 21 years of industry experience. He currently works at VestGen Advisors, LLC and has been there since 2025, following a tenure at Optimum Investment Advisors, LLC from 2016. Outside of his advisory role, he manages several farming operations through his ownership of multiple LLCs. VestGen Advisors, LLC manages approximately $6.66 billion for nearly 22,800 clients across 53 advisors, offering discretionary and non-discretionary investment management, financial planning, and ERISA 3(21) retirement plan services. The firm uses a blend of fundamental, technical, quantitative analysis, and modern portfolio theory to develop client-specific strategies and serves a diverse client base including institutional entities.

Ilhwa Lee is a CFA® charterholder with nine years of industry experience. She has worked at RMB Capital Management LLC since 2017 and previously at Crystal Rock Capital Management. Lee is based in Chicago, IL. She is an advisor with Curi Capital, LLC, an SEC-registered investment adviser managing approximately $11.6 billion in assets for individuals, employer retirement plans, institutions, mutual funds, private funds, and family offices. The firm employs a long-term, fundamental investment approach combining bottom-up equity analysis and relative-value fixed income strategies, using a mixture of proprietary and third-party funds.

Maher Harb is a financial advisor with Curi Capital, LLC, based in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at RMB Capital Management since 2008. Outside of his advisory role, he assists in the administration of his family’s bars and cafes in the greater Chicagoland area as an officer and authorized signor on related corporate entities. Curi Capital serves individuals, families, institutions, retirement plan sponsors, charitable organizations, and pooled investment vehicles with services including wealth management, asset management, retirement plan solutions, and family office services. The firm employs a long-term, fundamental investment approach, combining in-house strategies with external managers and proprietary risk analysis tools.

Jignesh Jain is a financial advisor at Belpointe Asset Management LLC with securities licenses Series 63 and Series 65. He has held positions at AFIN Wealth Management and Amplified Planning and worked at NEC Corporation of America for 13 years. Jain serves as a board member for the Jain Society of Metro Chicago, a religious non-profit organization. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors and manages more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting through customized portfolios, model strategies, and various affiliated funds and services.

Glenn Schwalje is a financial advisor at Financial Security Advisory, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at firms including Milliman Investment Management Services and Jackson National Life Distributors. Schwalje is also involved in compliance consulting through Oyster Consulting, LLC. Financial Security Advisory, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and employer-sponsored plans, focusing on asset allocation and long-term holdings. The firm uses quantitative and qualitative methods to select investments and manages accounts primarily on a limited discretionary basis.

Daniel Riesmeyer is a CFP® professional with 13 years of industry experience, currently serving at IHT Wealth Management LLC since 2017. He also has a background with LPL Financial dating back to 2012. IHT Wealth Management serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools within diversified model portfolios and offers discretionary asset management, financial planning, and ERISA consulting through a network of approximately 153 advisors.