Michael Jazo is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with Zacks Investment Management since 2001. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm combines quantitative and qualitative analysis using proprietary models focused on earnings-estimate revisions and offers a wide range of investment strategies and products across retail, institutional, and third-party distribution channels.

Nick Megremis is a financial advisor at Northern Trust Securities, Inc. with 23 years of industry experience. He holds a Series 66 designation and has been with Northern Trust Securities since 2015 in Chicago, IL. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that provides discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients with portfolios that combine proprietary and third-party products, supported by advisory, brokerage, and custody services.

Timothy Woods is a financial advisor with VestGen Advisors, LLC in Chicago, IL, holding a Series 66 credential and over 22 years of industry experience. His prior roles include positions at William Blair and Hightower Advisors. VestGen Advisors, LLC 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 relationship work with centralized portfolio construction, offering both discretionary and non-discretionary management along with third-party manager options.

Nathaniel Coleman is a financial advisor with Brownson, Rehmus & Foxworth, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses and four years of industry experience. Before joining Brownson, Rehmus & Foxworth in 2022, his background includes roles at FSC and Ernst & Young LLP. Outside of finance, he owns a custom art business creating commissioned paintings and drawings. Brownson, Rehmus & Foxworth is a fee-only, federally registered investment adviser serving individuals, families, trusts, estates, and institutions with personalized financial counseling and non-discretionary investment advisory services. The firm emphasizes tailored investment programs based on detailed client assessments, focusing on diversified, long-term asset allocation and manages several billion dollars of regulatory assets under management within a multi-team boutique structure.

Tracy Martin Jr. is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding a Series 65 credential with seven years of industry experience. He has worked at Zacks Investment Management since 2015, including a brief tenure at Morgan Stanley in 2018. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, and institutional clients, and manages mutual funds and ETFs. The firm utilizes proprietary quantitative models combined with qualitative management across diverse strategies and offers retail wealth management, alternative investments, and model portfolios through various platforms.

Henry Burke is a financial advisor at Curi Capital, LLC in Chicago, IL, holding a Series 66 designation with four years of industry experience. His career history includes roles at Bank of America, Merrill, Wells Fargo, and Mass Mutual. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional investors. The firm’s investment approach emphasizes a long-term, fundamentally driven process using bottom-up equity analysis and a relative-value fixed income strategy across various investment vehicles.

Matthew Kennedy is a Series 65 licensed financial advisor with The Mather Group, LLC in Chicago, IL, and has two years of industry experience. Prior to joining The Mather Group, he worked at Evergreen Gavekal and held roles at Seattle Boat Company and Elliott Bay Marina. He also spent ten years affiliated with the University of Wisconsin - Madison. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing combined financial planning, investment management, tax and estate guidance, and family office services. The firm uses an evidence-based investment approach with risk-based allocation models and offers customization options such as direct indexing and ESG factor portfolios.

Mark Gordon is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been involved with Noble Marketing Partners since 2013, where he also serves as an independent insurance agent. Additionally, he owns Gordon & Baird, Inc., through which he executes customer orders as an options broker without providing investment advice or dealing with the general public. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm employs a discretionary management approach that emphasizes third-party money managers alongside fundamental analysis and formal annual reviews to maintain portfolio suitability.

Christopher Fallon is a financial advisor at Centennial Securities Company, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has worked at Claymore Securities, Inc. since 2010 and joined Centennial Securities in 2025. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets with around 30 advisors. The firm serves individuals, trusts and estates, retirement plan sponsors, foundations, and business entities, offering discretionary and non-discretionary investment management, financial planning, and access to third-party manager programs.

Charles Brey is a CFP® and holds a Series 65 license with 11 years of industry experience. He has been affiliated with RMB Capital Management since 2014. Brey is based in Chicago, IL, and currently works with Curi Capital, LLC. 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 emphasizes a long-term, fundamentally driven investment approach applied through multiple strategies including separately managed accounts and private funds.

Nick Moylan is a financial advisor at FourStar Wealth Advisors, LLC in Chicago, IL, holding a Series 66 designation with 13 years of industry experience. His prior firms include JP Morgan Chase Bank, Morgan Stanley, Hayden Royal, and Great Lakes & Atlantic Wealth Managers and Advisory. FourStar Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers financial planning, investment management, wealth management, and retirement plan consulting, combining fundamental and technical analysis to tailor portfolios across various asset classes to client objectives and risk tolerances.

Narsai Toma is a financial advisor with Northern Trust Securities, Inc. He holds a Series 66 designation and has eight years of industry experience, including prior roles at Merrill and Northeastern Illinois University. He is based in Chicago, IL. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that provides discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients with portfolios that include proprietary and third-party products, combining advisory, brokerage, and custody services.

Paul Berghoff Jr. is a financial advisor with Centennial Securities Company, Inc. He holds Series 63 and Series 66 designations and has 30 years of industry experience. His career includes over 10 years with Centennial Securities and ongoing involvement with Berghoff & Company, Inc., where he also serves as president. Outside of financial advising, he operates Season Seats LLC, which provides client entertainment and travel experiences. Centennial Securities Company, Inc. offers discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, and various institutional entities. The firm’s investment approach combines fundamental and technical analysis with tailored portfolios using proprietary and third-party models, serving a diverse client base including corporate pension plans and foundations.

Orlando Ochoa is a financial advisor with IHT Wealth Management LLC in Chicago, holding a Series 66 license and 24 years of industry experience. His prior work includes roles at Merrill, Banc of America Investment Services, and LaSalle 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 combines fundamental value screening, quantitative optimization, and periodic rebalancing in its investment process and integrates broker-dealer activities alongside advisory services.

Cole Handelman is a financial advisor at The Mather Group, LLC in Chicago, IL, holding a Series 65 designation. He has recent experience with Northstar Investment Management and has worked in various roles since 2018, including at Tulane and New Trier Township. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering a range of services including financial planning, investment management, tax and estate planning, and family office support. The firm utilizes an evidence-based investment approach with customizable portfolio options and incorporates AI and machine-learning tools under human oversight.

Grace Salvino is a financial advisor at Performance Wealth with one year of industry experience. She holds a Series 65 designation and has prior experience at William Blair & Co., L.L.C., as well as academic roles at The University of Chicago Booth School of Business and The University of Michigan. Performance Wealth serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, managing over $4 billion in client assets. The firm employs a primarily long-term, portfolio-focused investment approach using diversified allocations with low-cost mutual funds and ETFs, supplemented by individual securities and alternative investments when appropriate.

Belinda Lusk is a financial advisor at Compass Financial Management LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Halo Securities LLC, Sentinus, LLC, and Ausdal Financial Partners, Inc. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm offers discretionary portfolio management and retirement plan consulting, utilizing a multi-disciplinary investment process across various asset classes.

James Ogara is a financial advisor at Chicago Partners Investment Group LLC with 11 years of industry experience. He has been with Chicago Partners Wealth Advisors since 2014. Ogara holds Series 63 and Series 65 designations. Chicago Partners Investment Group LLC serves a diverse client base, including individuals, trusts, not-for-profits, endowments, and corporations. The firm employs a long-term, diversified investment approach and offers customized portfolio management, financial planning, retirement services, and an automated advisory program.

Tyler Boland is a financial advisor at Mutual of Omaha Investor Services, Inc. with two years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Northwestern Mutual and Comey and Shepherd. In addition to advising, he is licensed as an insurance agent specializing in life, health, annuities, and other insurance products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money management, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet and Pershing platforms, serving a broad range of clients including both non-high-net-worth and high-net-worth investors.

Christopher Tate is a CFA® charterholder currently with Curi Capital, LLC in Chicago, IL. He has held positions at Morningstar, Deloitte, and CBS Financial, accumulating over a decade of experience in the financial industry. 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 long-term, fundamentally driven investment approach, utilizing bottom-up equity analysis and a relative-value fixed income strategy across various managed accounts and funds.