Patrick Simoncic is a financial advisor at The Mather Group, LLC with one year of industry experience. He holds the Series 65 designation and has prior work experience including roles at EHM and Old Warson Country Club, as well as entrepreneurial involvement with Sugos Spaghetteria. 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 employs an evidence-based investment approach with customized portfolio options and utilizes third-party AI and machine-learning tools alongside human oversight.

Ryan Quinn is a CFP® professional with three years of industry experience, currently serving as a financial advisor at The Mather Group, LLC in Chicago, IL. He has been with The Mather Group since 2020. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering financial planning, investment management, tax and estate planning guidance, and family office services. The firm follows an evidence-based investment approach with customized risk-based allocation models and incorporates AI and machine-learning tools alongside human oversight.

John Johnson is a CFP® professional with 16 years of industry experience, currently serving at Plante Moran Financial Advisors since 2001. He has also been associated with Plante Moran, PLLC since 2009. Outside of his advisory role, he is involved in a family racehorse operation, managing purchase, selection, and selling decisions. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individuals, charitable organizations, corporations, and trusts. The firm emphasizes strategic asset allocation, written investment policy statements, and manager selection, managing a majority of its assets on a non-discretionary basis in collaboration with clients.

Sammy Moy is a financial advisor with HighPoint Planning Partners, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at LPL Financial since 2014 and was previously affiliated with Level Four Advisory Services. Moy is involved in several insurance-related business activities through agencies in Rosemont, Illinois. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.0 billion in client assets and employs a fundamental analysis approach to construct individualized investment policies across various asset classes.

Kevin Newman is a financial advisor at Ausdal Financial Partners, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ausdal Financial Partners since 2009. Newman is also the owner of Newman & Associates, Ltd, a fixed life insurance and annuities business he has operated since 1983. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer that manages over $2 billion in client assets. The firm provides investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, offering both discretionary and non-discretionary investment strategies across a variety of asset classes.

Ying Huang is a CFP® professional with 13 years of industry experience, currently advising at The Mather Group, LLC since 2021. Prior to this, she spent two years at Treybourne Wealth Planners and eight years at Private Vista, LLC (formerly Financial Strategy Network, LLC). The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with diversified risk-based allocation models and offers customized portfolio solutions including ESG factor portfolios and concentrated stock management.

Steven Cook is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds a Series 66 designation and has 10 years of industry experience. His prior work includes roles at Edward Jones and IPAVA State Bank. In addition to his advisory work, he is involved with Fortress Insurance Services Inc. 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 management programs and utilizes a wide range of investment vehicles and third-party managers.

Alexander Insley is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with Zacks Investment Management since 2009. Zacks Investment Management provides discretionary portfolio management to a diverse client base including individuals, trusts, estates, retirement plans, charitable and corporate entities, and institutional investors. The firm employs a proprietary investment process combining quantitative and qualitative analysis, and operates across retail, institutional, and third-party distribution channels with a mix of direct management and model licensing.

Christopher Sacco is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding the ChFC® designation and Series 63 and 66 licenses. He has 22 years of industry experience and has worked at LaSalle St. Investment Advisors since 2021. Prior to that, he spent nine years at Comprehensive Asset Management & Servicing, Inc. and has been an investment advisor at Retirement Planning Specialists, Inc. since 2011. He also acts as an insurance agent for fixed and indexed annuities through American Brokerage Services, Inc. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and various portfolio management services. The firm employs both passive and active investment strategies across multiple asset classes and is notable for its predominance of non-discretionary asset management and use of fee-sharing and co-advisor arrangements.

Daniel Moore is a financial advisor at Brighton Jones LLC in Chicago, holding the CFP® designation and Series 66 license with 14 years of industry experience. Prior to joining Brighton Jones in 2025, he worked at Savvy, TIAA CREF Individual & Institutional Services, and Fidelity in various advisory roles. Brighton Jones serves high-net-worth individuals, families, retirement plan sponsors, and charitable organizations, offering comprehensive wealth management services including financial planning, discretionary investment management, tax preparation, and access to private investment opportunities through a holistic, balance-sheet approach.

Mark Geoffrey is a financial advisor at HighPoint Planning Partners with eight years of industry experience. He holds a Series 65 designation and has worked at HighPoint Advisor Group since 2019, following prior roles at Level Four Advisory Services and his own firm, Geoffrey, Johns & Associates, LLC. Outside of his advisory work, he serves as president of Bear Acquisitions, Inc., a machine shop. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $4.0 billion in assets and employs a fundamental analysis approach to construct individualized investment policies across various securities and program solutions.

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 with Curi Capital, LLC, holding a Series 65 designation and six years of industry experience. His prior work history includes roles at KerberRose Wealth Management, Ehlers Investment Partners, Piper Sandler, and several other firms. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, employer retirement plans, institutions, and family offices. The firm employs a long-term, fundamental investment approach utilizing proprietary strategies, third-party managers, and private funds.

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 at LaSalle St. Investment Advisors, L.L.C. in Elmhurst, IL, holding Series 63 and Series 65 credentials with 13 years of industry experience. She has been associated with LaSalle St. Securities, L.L.C. since 1999. Outside of financial advising, she works in travel planning and sales for a travel agency, arranging trips for family and friends. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm offers both discretionary and non-discretionary asset management using a range of investment strategies and is notable for its predominance of non-discretionary assets and its arrangements involving third-party managers and wrap-fee platforms.

Zachary Craggs is a financial advisor with Capital Analysts in Lombard, IL, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked at Lincoln Investment since 2016 and briefly at Berlin Packaging. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management with access to proprietary model portfolios, third-party managers, and ERISA retirement plan advisory services.

Brian Van Buren is a CFP® professional with nine years of experience at JMG Financial Group, Ltd. He has worked exclusively with JMG since 2013 in various capacities. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities, providing discretionary investment management, financial advisory and consulting, retirement plan consulting, and tax consulting services. The firm manages approximately $6.36 billion in assets with a team of 64 advisors, emphasizing strategic asset allocation and employing a variety of investment vehicles and sub-advisors.

Mitchell Conley is a financial advisor with Zacks Investment Management, Inc. He holds Series 65 and Series 63 licenses and has seven years of industry experience. His prior roles include positions at LBMZ Securities, Inc., Zacks Investment Management, The Kenrich Group, and Loyola University Chicago. Zacks Investment Management provides discretionary investment management services to individuals, trusts, estates, retirement plans, pooled vehicles, and institutional clients, serving as portfolio manager for mutual funds and ETFs. The firm combines proprietary quantitative models with qualitative portfolio management across diverse strategies and offers its investment solutions through various wrap-fee and unified managed account programs.

Walid Matariyeh is a financial advisor with HighPoint Planning Partners, holding Series 65 and Series 63 licenses and approximately one year of industry experience. His prior work includes roles at Ernst & Young, RSM, PricewaterhouseCoopers, and several financial services firms. Outside of advisory work, he is a partner in an accounting and tax firm and manages educational businesses focused on teaching children coding. HighPoint Advisor Group serves a diverse client base including individuals, pension plans, trusts, and corporate entities, offering discretionary asset management and financial planning services. The firm constructs investment policies through personal consultations and implements portfolios using fundamental analysis across a range of securities and platforms.