James Hagedorn is a CFA® charterholder with 22 years of experience in the financial industry. He has been with Chicago Partners Investment Group LLC since 2009 and also works with The Mosaic Financial Group LLC. Chicago Partners Investment Group LLC advises a diverse range of clients, 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 that incorporates fundamental analysis, customized portfolios, and strategies such as direct indexing and tax-loss harvesting.

Edward Kollada Jr. is a CFP® with 29 years of industry experience, currently serving at Fourstar Wealth Advisors, LLC since 2024. His previous roles include positions at LPL Financial, Global Retirement Partners, Kestra Financial Services, Strategic Retirement Partners, and The Bensman Group. He is also the owner and president of Elite Wealth Partners, Inc., a tax preparation and CPA business. Fourstar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm combines fundamental and technical analysis to tailor portfolios across various asset classes, managing them primarily on a discretionary basis.

Kyle Schneider is a financial advisor at SpiderRock Advisors, LLC with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at BlackRock Investments LLC, Harris Associates, and Harbor Capital Advisors. Schneider is currently based in Chicago, IL. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, utilizing portfolio overlay and strategy management services that combine listed derivatives with traditional securities. The firm employs systematic and quantitative approaches through proprietary software and real-time risk monitoring to construct option-based hedges and yield-enhancing overlays.

Kimberly Woodsum is a financial advisor at Simplicity Wealth with two years of industry experience. She previously worked at Ehlert Financial Group, Inc. and has five years of experience at Red Coat Farm. Kimberly is also a licensed life insurance producer, presenting and selling insurance to clients as part of her advisory services. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporations, and financial firms. The firm uses a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, alongside discretionary portfolio management and a managed account platform for advisers.

Brian Schmehil is a CFP®-certified financial advisor with 17 years of industry experience, currently serving at The Mather Group, LLC. He has been with The Mather Group since 2016. Outside of his advisory role, he is involved in leasing and managing personally owned real estate. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm uses an evidence-based investment approach with customizable portfolio options and incorporates AI and machine-learning tools under human oversight.

John Sciaccotta is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 credentials and nine years of industry experience. Before joining LaSalle St. in 2023, he worked at Forum Financial Management, LP and was a managing partner at the CPA firm DeMarco Sciaccotta Wilkens Dunleavy, LLP. He continues to manage the CPA firm alongside his advisory role. LaSalle St. Investment Advisors serves individuals, trusts, pension plans, corporations, and charitable organizations with fee-based financial planning and portfolio management, employing both discretionary and non-discretionary strategies across a range of asset classes and investment approaches. The firm is notable for its predominance of non-discretionary assets and its use of fee-sharing and co-advisor arrangements when recommending third-party managers.

Adam Sarno is a financial advisor at LaSalle St. Investment Advisors, L.L.C., holding a Series 66 designation with six years of industry experience. His prior roles include positions at Merrill Lynch Pierce Fenner & Smith, Bank of America, and LaSalle St. Securities. Outside of his advisory work, he mentors college students who are members of Beta Theta Pi at Butler University and serves as a trustee of a family trust. 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 management programs, utilizing a mix of asset allocation models, mutual funds, ETFs, equities, fixed income, and options.

Natalie Dymkowski is a financial advisor at New Edge Wealth in Chicago, IL, holding Series 63 and Series 65 licenses with four years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Charles Schwab, and Northwestern Mutual. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that emphasizes asset allocation and investor behavior, utilizing a combination of model strategies, separately managed accounts, and proprietary solutions across multiple asset classes.

Blake Macke is a financial advisor at Waverly Advisors, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at StrategIQ Financial Group, LLC and Centier Bank. 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-market allocations and provides a range of investment management and financial planning services.

Andrew Kang is a financial advisor with Chicago Partners Investment Group LLC, holding Series 63 and Series 65 licenses and possessing eight years of industry experience. He has worked at Chicago Partners since 2020 and previously was employed by TD Ameritrade. Before entering the financial sector, he was involved with It's Boba Time and California State University Fullerton. Chicago Partners Investment Group LLC serves a diverse client base including individuals, trusts, nonprofits, endowments, and corporations. The firm employs a long-term, diversified investment strategy, offering customized portfolio management, financial planning, and specialized services such as family-office reporting and automated advisory programs.

Zachary Bittenbender is a financial professional at Northern Trust Securities, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Cetera and Jewel-Osco. His other business activities include providing financial services through North Star Resource Group. 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 using a range of proprietary and third-party investment products, with oversight through a governance process and regular account reviews.

Michael Markowitz is a financial advisor with Advisory Services Network, LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at PPM America, Inc. and Mesirow Financial, Inc. He is based in Glenview, Illinois. 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, investment and retirement-plan consulting, and third-party manager selection, overseeing approximately $8.6 billion in client assets.

Joshua Rauterkus is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Curi Capital, LLC in Denver, CO. Prior to joining Curi Capital, he worked at RMB Capital Management and Moneta Group Investment Advisors, LLC. He attended school full time for sixteen years before beginning his advisory career. Curi Capital serves a diverse client base including individuals, families, institutions, retirement plan sponsors, and charitable organizations. The firm manages approximately $9.83 billion using a long-term, fundamental investment approach that combines in-house strategies with external managers and proprietary risk analysis tools.

Dimitri Eliopoulos is a CFP® with 25 years of industry experience, currently serving at Curi Capital, LLC. He has worked with Curi Capital and its predecessor firms since 2010, including RMB Capital Management, LLC. Curi Capital provides wealth management, asset management, retirement plan solutions, and family office services to individuals, families, institutions, corporate clients, and charitable organizations. The firm manages approximately $9.83 billion and employs a long-term, fundamental investment approach that combines in-house strategies with external managers and proprietary risk analysis tools.

Paula Sauer is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 21 years of industry experience. She has been with Zacks & Company and Zacks Investment Management since 2004. 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 wide range of strategies and serving both direct clients and third-party advisers through model portfolios and alternative funds.

Joel Foster is a financial advisor at Kingsview Wealth Management, LLC in Chicago, IL, holding a Series 66 designation with 14 years of industry experience. He has worked at Kingsview Wealth Management and Kingsview Partners since 2017 and was previously with Edward Jones from 2011 to 2017. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led and model-based strategies, including proprietary ETFs and access to alternative investments.

Harrison Sommers is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Root Financial Partners since 2025 and was previously with HighTower Securities, LLC for seven years. He also spent four years at Creighton University earlier in his career. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and retirement-plan clients. The firm emphasizes broadly diversified, passive portfolios tailored to client objectives and risk tolerances, and offers educational programs and online academies for financial education.

Brian Collins is a CFA® charterholder and financial advisor with HUB Investment Partners, LLC, based in Northbrook, IL. He has four years of industry experience and previously worked at Harbor Capital Advisors, Inc. for sixteen years and operated an independent consulting practice. HUB Investment Partners serves a diverse client base including institutional investors, public entities, foundations, and individual clients. The firm employs both active and passive investment strategies across a range of asset classes and offers specialized services for banking and municipal clients.

Nicholas Guido is a CFP® with 11 years of industry experience, currently serving at Chicago Partners Investment Group LLC since 2013. He also owns an insurance business based in Chicago. Chicago Partners Investment Group LLC advises a diverse client base, including individuals, trusts, nonprofits, and corporations, using a long-term, diversified investment approach with customized portfolios and a range of strategies such as direct indexing and tax-loss harvesting.

Todd Flynn is a financial advisor at McAdam LLC with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments and Madison Avenue Securities. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, investment management, and retirement-plan consulting, employing a multi-advisor platform with approximately $2.29 billion in discretionary assets under management.