Daniel Moore is a financial advisor at Brighton Jones LLC in Chicago, IL, holding CFP® and Series 66 designations with 14 years of industry experience. His prior roles include positions at Savvy, TIAA CREF Individual & Institutional Services, Fidelity, PNC Wealth Management, and Equitable Advisors. Brighton Jones serves individual, high-net-worth, and family-office clients with wealth management and financial planning services through multiple brands, including the Personal CFO offering and OpenPlan advisory. The firm employs a whole-balance-sheet approach for high-net-worth clients and provides a mix of public and private investment options, supported by an affiliated ecosystem that includes private fund management, trust services, and legal support.

Mark Geoffrey is a Series 65-licensed financial advisor with nine years of industry experience. He is currently with HighPoint Planning Partners and has previously worked at Level Four Advisory Services and Geoffrey, Johns & Associates, LLC. Outside of his advisory work, he serves as president of Bear Acquisitions, Inc., a machine shop. HighPoint Advisor Group serves individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management and financial planning, using fundamental analysis to implement diversified portfolios and utilizing third-party and sponsored program platforms to deliver advisory services.

David Ruths Jr. is a CFP® professional with 25 years of experience, currently serving at IPI Wealth Management, Inc. in Chicago, IL. He has been with IPI Asset Management, Inc. and Investment Planners, Inc. since 2008. Outside of his advisory role, he is the owner and president of Stockbridge Financial LLC, a tax filing and preparation firm he founded in 1998, and has served as a Republican election judge for the Chicago Board of Elections. IPI Wealth Management serves a diverse client base including individual, charitable, corporate, and retirement plan clients, offering portfolio management, financial planning, and access to third-party manager programs. The firm uses an open-architecture investment platform with proprietary risk-based models and an outsourced-agent operational structure to support trade execution and performance reporting.

Joanne Woiteshek is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Her career includes prior roles at Brooklight Place Securities, Fortune Financial Services, and Interactive Financial Advisors. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients, offering portfolio management, financial planning, and retirement consulting through various advisory programs and a combination of discretionary and non-discretionary services.

Patrick Thiel is a financial advisor at Curi Capital, LLC in Chicago, IL, holding a Series 65 designation with six years of industry experience. His prior roles include positions at KerberRose Wealth Management, Ehlers Investment Partners, Piper Sandler, and several companies outside the financial sector. 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 individual and high-net-worth clients as well as institutional clients, employing a long-term, fundamentally driven investment approach across a variety of account types and strategies.

Louise Harrison is a financial advisor with Northern Trust Securities, Inc. She holds a Series 66 credential and has one year of industry experience. Prior to joining Northern Trust Securities, Ms. Harrison held positions at Bank of America, Merrill, Aon, and worked in various roles including at Starbucks and Hillel International. 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 discretionary portfolio management through a model-driven approach that includes Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs delivered via the Fidelity Managed Account Xchange platform.

William Davis is a financial advisor with RWA Wealth Partners in Chicago, Illinois. He holds the Series 65 designation and has previously worked at BMO N.A., Loyola Quinlan School of Business’s Next Generation MBA Program, and Total Quality Logistics. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans by providing investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm employs a strategic asset allocation approach supported by an open-architecture platform and combines fundamental and quantitative methods in certain internally managed strategies.

Gerri Michalski is a financial advisor with LaSalle St. Investment Advisors, L.L.C. She holds Series 63 and Series 65 licenses and has 14 years of industry experience. Michalski has worked at LaSalle St. Securities, L.L.C. since 1999. Outside of her advisory work, she is involved in travel planning as an outside sales agent for a travel agency. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary managed programs, with a notable emphasis on non-discretionary asset management.

Zachary Craggs is a financial advisor at Capital Analysts with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Lincoln Investment since 2016, along with a brief tenure at Berlin Packaging. Capital Analysts serves a diverse client base that includes retail and institutional investors such as high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Brian Van Buren is a Certified Financial Planner® at JMG Financial Group Ltd with nine years of industry experience. He has been with JMG Financial Group since 2016. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, providing comprehensive wealth management, portfolio management, and consulting services. The firm employs a planning-based, long-term investment approach with strategic asset allocation and utilizes a variety of investment vehicles, including ETFs, mutual funds, individual equities, fixed income, and alternative investments.

Ailun Shen is a CFP® with four years of industry experience, currently serving as a financial advisor at The Mather Group, LLC since 2026. Prior to this, Shen worked at Mediqus Asset Advisors and Ausdal Financial Partners, INC. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing combined 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 AI and machine-learning tools alongside human oversight in its processes.

Mitchell Conley is a financial advisor at Zacks Investment Management, Inc. He holds the Series 65 and Series 63 designations and has seven years of industry experience. His work history includes roles at LBMZ Securities, Inc., Zacks Investment Management, The Kenrich Group, and Loyola University Chicago. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, and institutional clients while serving as portfolio manager to mutual funds and ETFs. The firm’s investment process combines proprietary quantitative models with qualitative portfolio management across various strategies and distributes its offerings through multiple program platforms.

Walid Matariyeh is an advisor with Highpoint Planning Partners holding Series 63 and Series 65 licenses and has one year of industry experience. His background includes roles at firms such as LPL Financial, Cetera Wealth Services, and Ernst & Young. Matariyeh is also a partner in HTS Accounting & Tax and is involved in educational services businesses that teach children coding. HighPoint Advisor Group serves a broad client base including individuals, pension plans, trusts, and corporate entities, offering services such as discretionary asset management and financial planning. The firm uses fundamental analysis to construct client portfolios and leverages multiple platforms, including LPL-sponsored programs, to deliver advisory services.

James Thornton is a financial advisor at VestGen Advisors, LLC with 20 years of industry experience. His prior roles include positions at Merrill Lynch, Bank of America, and Credit Suisse. Outside of finance, he is involved as a coach with the NFL in a field compliance capacity. VestGen Advisors provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationship work with centralized portfolio construction and serves a diverse client base including other investment advisers, institutions, and government entities.

Ryan Kennedy is a CFA® charterholder with 14 years of industry experience, currently serving at Curi Capital, LLC. He previously worked at RMB Capital Management LLC for 10 years and held roles at Morgan Stanley and Morgan Stanley & Co. LLC. Curi Capital offers wealth management, investment management, and retirement plan consulting services to individuals, high-net-worth clients, and institutional clients. The firm employs a long-term, fundamentally driven investment approach across various strategies and provides both discretionary and non-discretionary portfolio management.

Kevin Shekell is a financial advisor with Ausdal Financial Partners, Inc. in Downers Grove, IL, holding Series 63 and 65 licenses and bringing 16 years of industry experience. He previously worked at Jackson National Life Distributors for ten years and has been associated with Ausdal Financial Partners and Timberland Financial since 2021. Shekell also owns Shekell Wealth Management, LLC, through which he manages investment and insurance business income, and serves as a Notary Public. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a range of advisory services and products, with investment strategies tailored at the advisor level to client objectives and risk profiles, operating with multiple custodians and integrating third-party managers and model portfolios.

Andrew Tennent is a financial advisor with B. Riley Wealth Advisors, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at B. Riley Wealth Advisors and B. Riley Wealth Management since 2011 and previously spent 20 years with National Securities Corp. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers various programs and financial services and manages approximately $4.21 billion in client assets through about 173 advisors.

Vincent Barone is a financial advisor at Aaron Wealth Advisors with nine years of industry experience. He holds the Series 66 designation and has worked at Aaron Wealth Advisors since 2019, following three years at Wells Fargo Clearing. Aaron Wealth Advisors serves high-net-worth and institutional clients, including business owners, entrepreneurs, and multi-generational families. The firm provides discretionary and non-discretionary portfolio management, using an outsourced platform to access third-party managers while maintaining client advisory relationships, and offers option overlay strategies alongside standalone financial consulting engagements.

John Smith is a financial advisor with Northern Trust Securities, Inc. in Chicago, IL, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with Northern Trust Securities since 2017, following a one-year tenure at Price Technology. Northern Trust Securities, Inc. is a multi-team firm offering discretionary portfolio management primarily to high-net-worth individuals, retail investors, and institutional clients. The firm delivers model-driven investment solutions, including Separately Managed Accounts and Strategist Portfolios, through the Fidelity Managed Account Xchange platform.

Keith Plywaczynski is a CFP® professional with 14 years of industry experience. He is the founder and CEO of Fortitude Financial Partners and currently serves as an advisor at Mariner Independent. His prior experience includes roles at Mariner Wealth Advisors and Mariner Platform Solutions. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, and access to third-party managers, with a notable integration of institutional and retirement plan resources.