Mitchell Despinich is a financial advisor at Private Client Services, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Private Client Services since 2010. Prior to that, he was with Nationwide Securities, LLC and 1717 Capital Management Company. He also sells insurance products including life, disability, long-term care, and health coverage through his financial services practice. Private Client Services is an independent investment adviser serving individuals, families, trusts, pension plan sponsors, corporations, and charitable organizations. The firm employs a discovery-driven process focused on risk profiling and tailored platform selection, offering a range of advisory services through multiple investment platforms.

Mark Hollick is a financial advisor with Johnson Investment Counsel, Inc. He holds Series 63 and Series 66 licenses and has 33 years of industry experience. Prior to joining Johnson Investment Counsel in 2025, he worked at Payden & Rygel for two years and Natixis Global Associates for thirteen years. Johnson Investment Counsel serves a diverse client base including individual investors, pension and profit-sharing plans, public agencies, and charitable organizations. The firm employs a team-based investment approach combining quantitative equity analysis with fixed income strategies and offers a range of services such as discretionary portfolio management, financial planning, and model portfolio solutions for third-party platforms.

Chan Lim is a financial advisor at Savvy with 13 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Cetera, Centric Wealth Management, and TD Ameritrade. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment plans alongside active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers and technology platforms to support a range of client needs.

Bailey Yablonsky is a financial advisor at The Mather Group, LLC, holding a Series 65 credential with two years of industry experience. Prior to joining The Mather Group in 2024, Bailey worked at Boston Scientific, Optum, Collins Aerospace, ClubCorp, the City of Maple Grove, Golden Valley Golf and Country Club, and also spent nine years at Wayzata High School and the University of Minnesota Twin Cities. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated 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 models and customization options, utilizing AI and machine learning tools alongside human oversight.

Kevin Antosz is a financial advisor with Zacks Investment Management, Inc. in Chicago, IL, holding a Series 66 designation and eight years of industry experience. His work history includes roles at LBMZ Securities Inc, Edward Jones, Pittsburgh Field Club, and Miami University. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, and institutional clients, offering a range of strategies that combine proprietary quantitative models with qualitative management. The firm also manages mutual funds and ETFs and distributes its strategies through various wrap-fee and unified managed account programs.

David Anderson is a Series 65 licensed advisor at Financial & Tax Architects, LLC with one year of industry experience. His prior roles include positions at Butler Brothers, Wolverine Trading, UMB Bank, and State Street. Outside of his advisory work, he provides security services for the Chicago Cubs. Financial & Tax Architects offers discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary investment strategies utilizing ETFs, individual securities, and trend-aware rebalancing, with most client relationships managed on a discretionary basis.

Eric Maddix is a financial advisor at Chicago Capital, LLC with 27 years of industry experience. He has been with Chicago Capital since 2018 and previously worked for 19 years at William Blair & Company, L.L.C. He holds Series 63 and Series 65 designations. Chicago Capital provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, families, foundations, registered investment advisers, and corporations. The firm employs an active management approach that combines fundamental and technical research to build individualized portfolios while managing over $4.8 billion in client assets with a team of 11 advisors.

Adam Bernthal is a CFP® and holds a Series 65 license with 12 years of industry experience. He has been with Plante Moran Financial Advisors in Chicago since 2014. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including individual households, institutional clients, and sovereign wealth funds. The firm employs a blend of fundamental, technical, and cyclical analysis alongside a proprietary market valuation model and primarily manages assets on a non-discretionary basis.

Jeffrey Jones is a financial advisor at McAdam LLC in Chicago, holding a Series 65 designation with four years of industry experience. Before joining McAdam in 2022, he worked at Trimedx from 2017 to 2022 and at IUPUI from 2015 to 2017. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to manage portfolios using mutual funds, ETFs, independent managers, and individual securities, offering a range of traditional and alternative investment strategies tailored to client objectives.

Daniel Toledo is a CFP®, CFA®, and Series 66-registered advisor with 12 years of industry experience. He has worked at Chicago Partners Investment Group LLC since 2013 and was previously with Retirewise CFP from 2022 to 2023. Chicago Partners Investment Group LLC serves a diverse client base including individuals, trusts, endowments, corporations, and not-for-profit plans. The firm employs a long-term, diversified investment strategy using fundamental analysis and offers customized portfolio management, financial planning, retirement plan services, and family-office reporting.

David Gross is a financial advisor with Jefferies Investment Advisers LLC in Chicago, IL, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has been with Jefferies & Company, Inc. since 2011. Jefferies Investment Advisers LLC provides fee-based financial planning services to a diverse client base, including individuals, trusts, estates, and charitable organizations, using a customized, collaborative process supported by third-party planning software and probability-based outcome analysis.

Abraham Fleck is a financial advisor at McAdam LLC in Chicago, holding a Series 65 designation with five years of industry experience. His prior work includes roles at Meanwhile Space CIC, Vicente Foods, Indiana University, and Windward School. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm uses fundamental analysis and periodic portfolio reviews to tailor discretionary investment strategies, incorporating a range of traditional and specialized asset classes.

Nicholas Sonzero is a Series 65 credentialed financial advisor at Chicago Partners Investment Group LLC with three years of industry experience. He previously worked at Village Bank & Trust, N.A. and has held roles at the University of Missouri, Oakton Community College, McGrath Acura of Morton Grove, Marquette University, and North Shore Country Club. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, nonprofits, and business entities, offering family office and retirement-plan consulting. The firm follows a long-term, diversified, asset-allocation investment approach utilizing fundamental and quantitative methods across a range of strategies including mutual funds, ETFs, fixed income, and selective alternative investments.

Thomas Fay is a ChFC® credentialed financial advisor at ValMark Advisers, Inc. with 34 years of industry experience. He has held roles at several firms, including Long Road Risk Management Services and Tfi Benefits, Inc., where he serves as president. Outside of his advisory work, Fay is also a member of a musical band. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs a diversified, goal-based investment approach using proprietary and third-party platforms, including ETFs and mutual funds, along with sub-advisory and consulting services.

Steven Ungaro is a financial advisor at Curi Capital, LLC in Chicago, IL. He holds a Series 65 designation and has recently transitioned into the advisory field following 11 years at JPMorgan Chase Bank, NA. Prior to joining Curi Capital, he also worked in educational and transportation roles. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm employs a fundamentally driven, long-term investment approach across various strategies and manages a range of pooled investment vehicles, mutual funds, and private funds.

Alex Helms is a financial advisor with IHT Wealth Management LLC based in Chicago, IL. He holds Series 66 and Series 63 licenses and has 10 years of industry experience. His prior roles include positions at LPL Financial, Wells Fargo Clearing Services, J.P. Morgan Securities, Northwestern Mutual, and Fidelity Investments. Outside of his advisory work, he acts as an insurance agent through Mueller Financial Services. IHT Wealth Management serves individual, corporate, and institutional clients, offering discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm uses a combination of fundamental value screening, quantitative optimization, and tailored portfolios through proprietary models and third-party managers.

Joseph Cheff is a financial advisor at Waverly Advisors, LLC in Chicago, IL, holding a Series 65 credential with one year of industry experience. Prior to joining Waverly Advisors in 2025, he worked for nine years at Promus Holdings. 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-markets allocations, serving both non-HNW and high net worth clients.

Richard Doppelt is a financial advisor at Brownson, Rehmus & Foxworth, Inc. in Chicago, IL, holding a Series 65 license with 26 years of industry experience. He has been with Brownson, Rehmus & Foxworth since 1999. Brownson, Rehmus & Foxworth 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. The firm emphasizes customized long-term asset allocation and diversification strategies with a focus on client authorization for all trades.

Yussef Gheriani is a financial advisor with IHT Wealth Management LLC in Chicago, IL, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at IHT Wealth Management since 2016 and previously spent three years at LPL Financial. IHT Wealth Management serves individual, corporate, and institutional clients, offering discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm delivers customized advice through a network of advisers using a combination of proprietary models, third-party managers, and various investment strategies.

Robert Lopez is a CFP® professional with nine years of industry experience, currently serving at Advisory Services Network since 2025. Prior to this, he worked at JP Morgan Chase Bank and JP Morgan Securities from 2019 to 2025, and at Bank of America and Merrill from 2016 to 2019. Outside of his advisory role, he is the owner of RL Wealth LLC, a service company managing business income and expenses. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent adviser representatives. The firm provides a range of customizable services including portfolio management, financial planning, and retirement plan consulting.