Caleb Svoboda is a financial advisor with HBW Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Cetera Advisor Networks and Heritage Living Trust. He is also a licensed insurance agent, selling life, disability, and long-term care insurance, and serves as a financial planner with Winfield Wealth Advisors LLC. HBW Advisory Services manages approximately $1.75 billion in client assets and provides a range of financial services including discretionary and non-discretionary asset management, financial planning, and consulting to individuals, families, charities, and institutional clients. The firm uses a blended investment approach involving third-party money managers, tactical asset allocation, and multi-manager diversification, and offers services such as sub-advisory arrangements and online wrap-fee portfolios through Betterment Institutional.

Christian Weichsel III is a financial advisor at SpiderRock Advisors, LLC with two years of industry experience. He holds Series 65 and Series 63 registrations. His prior work includes roles at BlackRock Investments LLC and Citigroup, as well as a position at the Federal Reserve Bank of Cleveland. SpiderRock Advisors, LLC provides discretionary investment advisory and sub-advisory services to institutional and individual clients, employing systematic and rules-based processes combined with quantitative and fundamental analysis. The firm offers portfolio overlay and strategy management using listed derivatives and traditional securities, serving a diverse client base that includes asset managers, banks, family offices, and high-net-worth individuals.

August Ericson is an advisor at The Mather Group, LLC in Chicago, IL, holding a Series 65 designation. He joined the firm in 2025 and previously worked at Dell Technologies and Hewlett-Packard Enterprises. Ericson graduated from The University of Alabama in 2025. 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 featuring risk-based allocation models, tax-synchronized portfolios, and customization options such as direct indexing and ESG factor portfolios.

Garrett Mills is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 17 years of industry experience. He holds the Series 63 and Series 65 designations and has been with LaSalle St. Securities since 2016. Mills also serves as Senior Vice President of Harvest Financial Group LLC, where he provides financial planning and serves as a licensed life, health, and accident agent. LaSalle St. Investment Advisors offers 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 provides both non-discretionary and discretionary investment approaches and manages a notable predominance of non-discretionary assets.

Robert Balfour is a financial advisor at New Edge Wealth in Chicago, holding Series 63 and Series 65 credentials with 11 years of industry experience. He previously worked at Wells Fargo Clearing for nine years before joining New Edge Wealth and NewEdge Securities LLC in 2025. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, family offices, foundations, trusts, and other institutional clients. The firm offers wealth strategy, financial planning, portfolio management, and institutional consulting, utilizing a combination of independent managers, model strategies, and technology tools including AI-assisted analytics.

Noah Rife is a financial advisor at Zacks Investment Management, Inc. with 12 years at the firm and a total of 7 years of industry experience. He holds the Series 65 designation and is based in Chicago, IL. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, pooled investment vehicles, and institutional clients, serving as portfolio manager to mutual funds and ETFs. The firm combines proprietary quantitative models with qualitative portfolio management across a range of strategies and offers retail wealth management, alternative investment strategies, and model portfolios through various platforms.

Arnoldo Garza is a financial advisor at Global View Capital Management LLC with 15 years of industry experience. He holds Series 63 and Series 65 registrations and has worked with Global View Capital entities since 2010. Prior to his advisory career, Garza spent over two decades at Navistar, Inc., where he held engineering and management roles focused on diesel engine and truck development. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a model-driven investment approach based on technical and quantitative analysis and operates a proprietary research platform that supports its strategies and services.

Matthew Van Dusen is a Series 65 licensed financial advisor with two years of industry experience. He is currently with Chicago Partners Investment Group LLC and has prior experience at Renaissance, Union Pacific, and Vineyard Vines. He also worked at Creighton University and Regis Jesuit High School during earlier years. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, not-for-profits, corporations, and other entities, offering financial planning, portfolio management, and consulting services. The firm employs a long-term, diversified, asset-allocation approach integrating fundamental and quantitative analysis across various investment vehicles.

Mark Johnson is a financial advisor at VestGen Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Optimum Investment Advisors, LLC since 2015 before joining VestGen in 2025. VestGen Advisors is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients with services including investment management, financial planning, wrap-fee programs, and retirement plan solutions, employing a mix of analytical methods and third-party managers to implement client portfolios.

Kailan Patel is a financial advisor at The Mather Group, LLC, holding a Series 65 designation. Patel has one year of industry experience with previous roles at World Financial Group and Newline Financial, as well as a brief experience in the food service industry at So'Bella Cucina. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, and corporations by offering integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and utilizes AI and machine-learning tools alongside human oversight in its processes.

Daniel Jacobs is a financial advisor at The Mather Group, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Morgan Stanley and several other firms. His background also includes various roles at the University of Michigan. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing comprehensive 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 offers customization options such as direct indexing and ESG portfolios.

Darren Anderson is a CFP® with 27 years of industry experience, currently with Northern Trust Securities, Inc. in Chicago, where he has worked since 2002. He holds a Series 63 license. Northern Trust Securities, Inc. is a multi-team firm serving high-net-worth individuals, retail investors, and institutional clients with discretionary portfolio management through a wrap fee program. The firm employs a model-driven approach to portfolio management, utilizing a range of proprietary and third-party investment products and offering brokerage and custody services through an affiliated clearing firm.

James Baldwin is a CFA® charterholder with 22 years of industry experience. He has worked at LaSalle St. Securities, L.L.C. since 1999. Outside of his advisory role, he is involved in Baldwin Brown Investment, L.L.C., which manages personal real estate allocations for his family. LaSalle St. Investment Advisors serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, offering financial planning and a range of portfolio management services. The firm employs both active and passive investment strategies across multiple asset classes and is notable for its emphasis on non-discretionary management and collaborative third-party arrangements.

John Bouska is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Avenue Logistics and the University of Missouri. 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 range of strategies and serving both direct clients and third-party advisers through model portfolios and indices.

David Lewis is a CFA® charterholder with eight years of industry experience. He has worked at Oxford Financial Group, LTD since 2017 and spent nine years at William Blair & Co., LLC prior to that. As an Oxford Investment Fellow, he serves on Limited Partner Advisory Committees for certain underlying investment funds without compensation. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients by providing family office services, CIO-led portfolio construction, and fiduciary support. The firm emphasizes asset allocation, diversification across public and private markets, and written Investment Policy Statements, offering both discretionary and non-discretionary management along with access to private market and alternative investments.

Matthew Mcbroom is a CFP® professional at Aaron Wealth Advisors with 12 years of industry experience. His prior roles include positions at SBC Wealth Management and UBS Financial Services. He is also the managing member of LJM, LLC, an inactive real estate holding company. Aaron Wealth Advisors serves high-net-worth and institutional clients such as business owners, entrepreneurs, multi-generational families, and family offices. The firm offers discretionary and non-discretionary portfolio management and standalone financial consulting, utilizing an outsourced platform to access third-party managers while maintaining client advisory relationships.

Cooper Fitz is a CFP® professional with one year of experience currently affiliated with SEIA in Chicago, IL. His prior experience includes roles at Kovitz Investment Group Partners, LLC, and Focus Partners Wealth, LLC. SEIA serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional clients through a multi-team advisory platform. The firm utilizes a combination of strategic macro asset allocation and tactical adjustments, offering both discretionary and non-discretionary investment management alongside comprehensive financial planning and consulting services.

William Reap is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Wells Fargo, Raymond James, and Next Retirement Solutions. He is also involved as the owner of GRH Wealth Management LLC, a holding company. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm operates at enterprise scale with approximately 161 advisors managing about $9.9 billion in client assets, employing a long-term investment approach with customized portfolios.

Natalya Christy is a CFP® professional at The Mather Group, LLC with five years of industry experience. She has been with The Mather Group since 2017 and previously held roles at the University of Illinois at Urbana-Champaign in the Department of Economics. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by combining financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach featuring risk-based allocation models and customized portfolio strategies, supported by AI and machine-learning tools alongside human oversight.

Paul Joyaux is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Curi Capital, LLC. He has worked at RMB Capital Management, LLC since 2005. Curi Capital serves a diverse client base including individuals, families, institutions, retirement plan sponsors, and charitable organizations. The firm employs a long-term, fundamental investment approach combining in-house strategies and external managers, managing approximately $9.83 billion across various account types.