Loren Piotrowski is a financial advisor with Associated Investment Services, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at TD Ameritrade and U.S. Bancorp Investments. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as to small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services via the Envestnet/NFS platform with a predominantly non-discretionary investment approach.

Edward Constance is a financial advisor at Northern Trust Securities, Inc. in Chicago, IL, holding Series 63 and Series 66 credentials with two years of industry experience. Prior to joining Northern Trust Securities, he worked at Morgan Stanley for one year. Northern Trust Securities, Inc. is a registered investment adviser and broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven discretionary portfolio management, including Separately Managed Accounts and Fund Strategist Portfolios, utilizing a mix of proprietary and third-party investment products.

Ryan Emerson is a financial advisor at Curi Capital, LLC with 13 years of industry experience. He previously worked at RMB Capital and Personal Capital Advisors Corporation, where he spent seven years. Outside of his advisory role, Emerson is a 10% partner and CFO of Creek Side Partners LLC, a company that sells non-FDA regulated medical devices. 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 follows a long-term, fundamental investment approach across equities and fixed income, utilizing proprietary strategies, third-party managers, and private funds.

Robert Bondiman is a financial advisor with VestGen Advisors, LLC, holding a Series 66 credential and 18 years of industry experience. He has worked at J.P. Morgan Securities, Fidelity Investments, and Massachusetts Mutual Life Insurance Co. His current role includes Private Client Services in Chicago. VestGen Advisors is an SEC-registered investment adviser managing approximately $6.66 billion for nearly 22,790 clients. The firm offers a range of investment management and retirement plan services, utilizing a combination of fundamental, technical, and quantitative analysis tailored to client goals and risk tolerance.

John Susin is a financial advisor with OneSeven in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Red Oak Capital Management, Niagara International Capital Limited, and Great Lakes Atlantic. Outside of his advisory work, he coaches a hockey team in Chicago. OneSeven serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm’s investment approach is primarily long-term with flexibility for shorter-term trading, utilizing diversified portfolios and access to alternatives and private placements.

Michael Lynch is a financial advisor at McAdam LLC with six years of industry experience. He holds a Series 65 designation and has worked at McAdam LLC since 2020. Prior to his current role, he was employed at the University of Iowa and was involved in Lynch Roofing. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, retirement plan consulting, and related implementation support, using a discretionary management approach that includes a range of asset types and specialized investment exposures.

Matthew Schilling is a financial advisor at Northern Trust Securities, Inc. with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley, Bank of America, Merrill, and TD Ameritrade. Based in Chicago, IL, he joined Northern Trust Securities in 2024. 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 discretionary portfolio management through a model-driven wrap fee program that includes Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs delivered via the Fidelity Managed Account Xchange platform.

Laura Cuber is a CFP® professional with eight years of industry experience. She currently works at Bartlett & Co. Wealth Management LLC and previously held positions at Mercer Global Advisors and Kanaly Trust Services. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and a variety of institutional clients, providing discretionary wealth management and comprehensive financial planning. The firm emphasizes diversified asset allocation and relative-value analysis for fixed income, utilizing mutual funds, ETFs, and third-party platforms while offering access to affiliate and intermediary services through its integration with the Focus Financial Partners network.

Katherine Ozog is a CFP® with 18 years of industry experience, currently serving at Curi Capital, LLC. She has been with RMB Capital Management, LLC since 2010. Curi Capital serves individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental investment approach and manages approximately $9.83 billion across various account types, combining in-house strategies with external managers and proprietary risk analysis tools.

Donald Bechter is a CFA® charterholder with 14 years of industry experience, currently serving at Curi Capital, LLC. He has worked at RMB Capital Management since 2011. Outside of his advisory role, he is an investor in several private equity and real estate loan funds. Curi Capital serves individuals, families, institutions, and other clients through wealth management, asset management, retirement plan solutions, and family office services. The firm manages approximately $9.83 billion and employs a long-term, fundamental investment approach across equity and fixed income strategies, combining in-house and external management resources.

Evan Kasal is a financial advisor at FourStar Wealth Advisors, LLC in Chicago, IL, holding a Series 65 designation. He joined FourStar in 2024 and has prior experience at The Power Company, NielsenIQ, Billtrust, Keeper, and CDW. FourStar Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a combination of fundamental and technical analysis, managing diversified portfolios tailored to clients’ risk tolerance and time horizon.

Kenneth Valentino is a financial advisor at World Equity Group, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Patriot Capital Services, Inc. and Patriot Capital Management, Inc. since 2004. Outside his advisory role, he is involved in residential mortgage origination and serves as vice president of business development for a water filtration company. He also owns and manages an outdoor marijuana growing business in Michigan. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm offers managed portfolios mainly through wrap-fee programs and employs a risk-tolerance questionnaire to guide asset allocation, with discretionary management granted to third-party money managers and investment adviser representatives.

Jason Johnson is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 66 credential and 18 years of industry experience. His prior work includes roles at Wells Fargo and Northwestern Mutual. Outside of his advisory work, he serves as Deputy Commissioner for USA Softball of Nevada and is involved as an assistant high school softball coach and part-time substitute teacher. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, utilizing asset-allocation models and a range of investment vehicles, with a notable emphasis on non-discretionary assets.

Mark Harmon is a Series 65-licensed financial advisor with FourStar Wealth Advisors, LLC in Chicago, IL, bringing 29 years of industry experience. He has worked at FourStar since 2016 and previously held roles at Kingsview Wealth Management, LLC and Everett Wealth Solutions, Inc. Harmon also works as an independent insurance agent, providing life insurance sales as part of overall financial planning. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a combination of fundamental and technical analysis to manage diversified portfolios, including mutual funds, ETFs, individual securities, options, and third-party managers, typically on a discretionary basis tailored to client risk tolerance and time horizon.

Thomas Clark is a financial advisor at Merit Financial Advisors with two years of industry experience. He holds a Series 66 designation and has worked at firms including Commonwealth Financial Network, Blueprint Wealth Advisors, Charles Schwab Investment Management, and Jackson National Asset Management. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving around 20,040 clients across 66 offices and managing approximately $23.9 billion in client assets. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach using centrally managed sleeves and standard model allocations overseen by an internal Investment Management team.

Edilberto Ortiz is a financial advisor with IHT Wealth Management LLC in Chicago, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at LPL Financial for 15 years and was a partner at E.C. Ortiz & Co. LLP, where he provided accounting and auditing services. Ortiz continues to maintain a role at E.C. Ortiz & Co. LLP as a CPA and tax preparer. IHT Wealth Management serves individuals, corporations, and institutional clients, offering discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO services, and access to third-party managers. The firm’s approach combines fundamental value screening with quantitative optimization and employs strategies such as tax-lot harvesting and covered-call options.

Byron Mandell is a financial advisor at Chicago Partners Investment Group LLC with six years of industry experience. He holds the CFP® and Series 65 designations and has been with Chicago Partners since 2018. In addition to his advisory work, Mandell is affiliated with Loyola University Chicago. Chicago Partners Investment Group LLC provides advisory services to high-net-worth individuals, trusts, not-for-profit plans, endowments, corporations, and family offices. The firm employs a long-term, diversified, asset-allocation investment approach, utilizing mutual funds, ETFs, direct indexing, fixed income, options, structured notes, and select alternative strategies.

Terry Mccaffrey is a financial advisor at VestGen Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked at Optimum Investment Advisors for 16 years and Banc Of America Investment Services, Inc. for one year. He is a co-founder and member of VestGen Wealth Partners Holdings, LLC, a financial services holding company based in Chicago. VestGen Advisors, LLC manages approximately $6.66 billion for a diverse client base that includes individuals, small businesses, and institutional clients. The firm offers a range of investment management and retirement plan services, employing strategies based on fundamental, technical, and quantitative analysis as well as modern portfolio theory.

Manish Jain is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with Zacks Investment Management since 2007. 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 stock-ranking approach centered on earnings-estimate revisions and offers a wide range of strategies and investment vehicles, operating across retail, institutional, and third-party distribution channels.

Patrick Wade is a CFA® charterholder with seven years of industry experience. He has worked at Chicago Partners Investment Group LLC since 2019 and previously was employed at Wintrust Financial Corp. from 2017 to 2019. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, not-for-profit plans, endowments, corporations, and other business entities. The firm employs a long-term, diversified, asset-allocation approach incorporating fundamental analysis and quantitative optimization across a range of investment vehicles.