Cody Carlson is a CFP® professional with nine years of industry experience, currently serving as an advisor at RWA Wealth Partners since 2023. Prior to joining RWA, he worked for six years at Fidelity Brokerage Services LLC and spent one year at Eastern Illinois University. 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’s investment approach focuses on strategic asset allocation using a wide range of vehicles, including mutual funds, ETFs, separate accounts, and private pooled vehicles, supplemented with tactical asset-allocation adjustments and customized fixed income management.

Michael Corrigan is a financial advisor with Simplicity Wealth, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Harvest Investment Services for 12 years and has served as an elected official and commissioner for Proviso Township for over a decade. Outside of his advisory work, Corrigan is involved in mental health services as a commissioner on the Proviso Township Mental Health Commission and participates in college planning education for families. Simplicity Wealth serves a diverse client base including individual and institutional investors, as well as financial firms, offering services from financial planning and portfolio management to retirement plan solutions and a managed account platform. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and provides advisory services combined with technology and operational support for other advisors.

Timothy Lux is a CFP® and holds a Series 65 license with seven years of industry experience. He is currently with Kingsview Wealth Management, LLC and has previously worked at firms including Oxford Financial Group, Ltd. and Northwestern Mutual. Based in Chicago, IL, he has been with Kingsview in various roles since 2021. Kingsview Wealth Management is an SEC-registered, multi-advisor firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management through a combination of internal portfolio management and third-party strategies, including discretionary and non-discretionary advisory services.

Jack Burk is a financial advisor at Arete Wealth Advisors, LLC with 22 years of industry experience. He has been with Arete Wealth Advisors and Arete Wealth Management LLC since 2008. Burk holds the Series 66 designation. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary portfolio management, investment consulting, and retirement plan advisory services, employing both advisor-driven and proprietary model allocations while acting as an ERISA fiduciary when applicable.

Jeffrey St John is a financial advisor with IHT Wealth Management LLC in Chicago, IL, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His career includes roles at Ameriprise, LPL Financial, Sheridan Road Advisors, and Independent Financial Partners. He serves as a board member of the Tim St. John Memorial Foundation. IHT Wealth Management provides services to individuals, corporate and institutional clients, and retirement plan sponsors, offering discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm employs a combination of fundamental value screening, quantitative optimization, and periodic rebalancing to tailor portfolios, managing approximately $9.8 billion in assets through a network of about 159 advisors.

Anthony Gedwill is a financial advisor at Silver Oak Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Guggenheim Partners, Invesco, and Nuveen Securities. His career includes roles at multiple financial services firms over the past decade. Silver Oak Securities serves individuals—including high-net-worth clients—along with pension and profit-sharing plans, corporations, trusts, and estates. The firm offers a range of advisory programs and emphasizes discretionary, customized investment management tailored to client objectives and risk tolerances.

Adam Gock is a financial advisor at Ritholtz Wealth Management in Chicago, IL, with 16 years of industry experience. He holds Series 65 and Series 63 credentials and has worked previously at Tradestation Securities, Inc. and Annex Wealth Management. Ritholtz Wealth Management serves both individual and institutional clients, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment approach that integrates diversified, low-cost ETFs with tactical overlays and alternative investments, supported by digital platforms for model portfolio implementation and risk management.

Travis Borton is a CFP® and Series 65-licensed advisor with 13 years of industry experience. He is affiliated with BMO Family Office, LLC in Chicago, IL, and has worked at Harris MyCFO, LLC and BMO Harris Bank since 2011. BMO Family Office serves ultra-high-net-worth individuals, families, and institutional clients by providing discretionary investment management, advisory services, and family wealth strategies. The firm’s investment approach combines quantitative and qualitative due diligence overseen by an Investment Committee and utilizes a wide range of strategies and instruments, supported by its integration with BMO Financial Corp. and affiliated entities.

Brian Zavalkoff is a CFA® charterholder with 17 years of experience at Chesley, Taft & Associates, LLC in Chicago, IL. He has worked exclusively with the firm since 2009. Chesley, Taft & Associates serves primarily high net worth individuals and related entities, offering discretionary and non-discretionary portfolio management along with personalized financial planning. The firm manages approximately $3.0 billion in assets, utilizing fundamental equity analysis and tailored asset allocation across a range of strategies.

Mitchell Bratina is a CFA® charterholder and Series 65 licensee with five years of industry experience. He has been with Chicago Partners Investment Group LLC since 2020 and previously worked at Western Digital and Iowa State University. Outside of his advisory role, he is the founder and CEO of FinTurk Inc., a fintech SaaS platform. Chicago Partners Investment Group LLC provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, trusts, nonprofits, endowments, corporations, and other entities. The firm employs a long-term, diversified, asset-allocation oriented investment approach incorporating fundamental analysis and quantitative optimization, offering services including financial planning, portfolio management, and family office consulting.

Joseph Moorhead is a CFP®-designated financial advisor with Northern Trust Securities, Inc. in Chicago, IL, bringing 29 years of industry experience. His prior roles include positions at Nuveen Securities, Tiaa, and Teachers Personal Investors Services. Moorhead has been with Northern Trust Securities since 2018. 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 model-driven discretionary portfolio management through various platforms, integrating proprietary and third-party investment products with regular account reviews.

Tristan Carone is a financial advisor at VestGen Advisors, LLC with one year of industry experience. He holds the Series 66 designation and has worked with Private Client Services and VestGen Advisors since 2025. VestGen Advisors provides investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-led client relationships with centralized portfolio construction and utilizes third-party managers and proprietary funds as part of its investment approach.

Joshua Vick is a financial advisor at Chicago Partners Investment Group LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Beltmann Relocation, Target Corporation, and the University of North Dakota. Chicago Partners Investment Group LLC serves a diverse client base including individuals, trusts, not-for-profits, and corporations, offering services such as portfolio management, financial planning, retirement plan consulting, and family-office reporting. The firm employs a long-term, diversified investment approach and sponsors affiliated pooled investment vehicles, including private funds launched in 2021.

Frank Aiello is a Series 65-licensed advisor at Chicago Partners Investment Group LLC with nine years of industry experience. He has been with Chicago Partners since 2016 and is also a partner at TKF Homes, where he is involved in home flipping. Chicago Partners Investment Group serves a diverse client base, including individuals, trusts, nonprofits, and corporations, offering portfolio management, financial planning, retirement services, and family-office reporting. The firm employs a long-term, diversified investment approach utilizing fundamental analysis and a variety of strategies, including direct indexing and tax-loss harvesting.

David Miller is a financial advisor at Northern Trust Securities, Inc. in Chicago, IL, holding Series 63 and Series 66 licenses with three years of industry experience. His background includes roles at Northern Trust Securities and J.P. Morgan Securities, as well as JPMorgan Chase Bank. 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 model-driven discretionary portfolio management through Separately Managed Accounts and Strategist UMAs, combining advisory, brokerage, and custody services.

Jacob Temple is a financial advisor at Northern Trust Securities, Inc. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Northern Trust Securities in 2025, he worked at Charles Schwab for one year and has a varied background including roles outside the financial industry. 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 model-driven discretionary portfolio management through separately managed accounts and other managed portfolios delivered via the Fidelity Managed Account Xchange platform.

Mark Aloisio is a financial advisor at Waverly Advisors, LLC in Chicago, IL, holding Series 63 and Series 65 licenses with 17 years of industry experience. He previously worked at Jpmorgan Securities LLC and Promus Capital, LLC. Aloisio serves on the board of Maryville, attending quarterly meetings. 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 and offers a range of financial planning and multi-family office services.

Janek Pedersen is a CFP® and holds a Series 66 designation with 20 years of industry experience. He has worked at RMB Capital Management, LLC since 2010, following prior roles at UBS Financial Services and Guggenheim Investments. He is currently affiliated with Curi Capital, LLC in Chicago, IL. Curi Capital offers wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional investors. The firm employs a long-term, fundamentally driven investment approach across various vehicles, including separately managed accounts and private funds.

Joshua Carucci is a financial advisor with The Mather Group, LLC in Chicago, IL, holding a Series 66 designation and nine years of industry experience. His career includes roles at Bank of America, Merrill Lynch, and McAdam LLC prior to joining The Mather Group. 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, utilizing risk-based allocation models, tax-synchronized portfolio construction, and offers customization options such as direct indexing and ESG portfolios.

James Palermo is a CFP® and CFA® with five years of industry experience. He has worked at Chicago Partners Investment Group LLC since 2020 and previously spent 29 years at Chicago Equity Partners. He also held a position at Retirewise CFP from 2022 to 2023. Chicago Partners Investment Group LLC serves a diverse client base, including individuals, trusts, endowments, and corporations, offering portfolio management, financial planning, and family-office services. The firm employs a long-term, diversified investment approach with customized portfolios and sponsors affiliated pooled investment vehicles, including private funds.