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.

Maisa Ahmad is a financial advisor at Northern Trust Securities, Inc. with 16 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Northern Trust Securities, Inc. provides investment advisory and model-based managed account services to high-net-worth individuals and institutional clients. The firm utilizes model-driven strategies combining proprietary and third-party products, supported by governance reviews and technology platforms for portfolio implementation and monitoring.

Salvatore Esposito is a financial advisor at Zacks Investment Management, Inc. with 15 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for 12 years before joining Zacks and LBMZ Securities, Inc. in 2022. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, pooled investment vehicles, and institutional clients, managing mutual funds and ETFs. The firm uses a combination of proprietary quantitative models and qualitative portfolio management across various strategies and operates both its own wrap-fee programs and manages portfolios on third-party platforms.

Rudolph Litavsky is a CFP® professional based in Elmhurst, IL, with six years of industry experience. He is currently with LaSalle St. Investment Advisors, L.L.C. and has held roles at Innovator Capital Management, LLC and Foreside Fund Services, LLC since 2020. Outside of his advisory work, he is involved in fixed insurance business activities. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to a diverse client base, including individuals, trusts, pension plans, and small businesses. The firm offers both non-discretionary and discretionary management programs, utilizing a range of investment vehicles and third-party manager supervision.

Caleb Miller is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 66 designation. He has professional experience spanning diverse roles across multiple organizations since 2015, including positions at Missouri Health & Wellness and the University of Illinois. Miller’s work history also includes involvement with several LLCs and banking institutions. 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, offering both non-discretionary and discretionary management programs.

Dennis Tierney is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. He has worked at LaSalle St. Securities, L.L.C. since 2005 and previously worked at Wells Fargo Clearing from 2001 to 2005. LaSalle St. Investment Advisors provides 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 investment programs, utilizing a mix of mutual funds, ETFs, equities, fixed income, and options, with a notable emphasis on non-discretionary asset management.

Jordan Lewis is a financial advisor at VestGen Advisors, LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at Daley Financial Partners, Commonwealth Financial Network, and LPL Financial prior to joining VestGen in 2025. Outside of finance, Lewis teaches yoga twice a week. VestGen Advisors, LLC 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-level client relationship work with centralized portfolio construction and utilizes third-party managers and proprietary funds as part of its offerings.

Will Hendricks is a Certified Financial Planner® with 12 years of industry experience. He is currently with Citizens Private Wealth and Citizens Securities, Inc. and Citizens Bank in River Forest, Illinois. His prior experience includes roles at Blue Ocean Companies, Lion Street Financial and Advisors, J.P. Morgan Securities, and First Republic Securities Company. Citizens Private Wealth, LLC is a multi-team registered investment adviser that serves high-net-worth individuals, families, pension and profit-sharing plans, business entities, trusts, estates, charitable organizations, and endowments. The firm offers discretionary and non-discretionary investment management, ERISA plan advisory, tax and estate structuring, and business consulting services, using an open-architecture investment approach tailored to client goals. Its affiliation with Citizens Bank provides access to banking products and securities-based lending, alongside an investment platform managed by a Chief Investment Officer combining quantitative and qualitative research.

Keith Hamann is a financial advisor with IHT Wealth Management LLC in Deer Park, IL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at PLEXUS Financial Solutions since 2014 and joined both IHT Wealth Management and LPL Financial in 2025. IHT Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA consulting through a network of approximately 153 advisors.

James Mcdermott is a financial advisor at Wedbush Securities Inc. with 32 years of industry experience. His prior firms include Raymond James & Associates, Oppenheimer, Wells Fargo Clearing, Citigroup Global Markets, and Osaic Wealth Inc. Outside of his advisory work, he has worked part-time as an hourly employee for Netjets. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients through a range of offerings including wealth management, fixed income, commodities, and capital markets. The firm delivers both discretionary and non-discretionary portfolio management and supports clients with custodial, clearing, and prime services.

Susan Christoph is a CFP®, CFA®-credentialed financial advisor with 23 years of industry experience. She is currently with Curi Capital, LLC and previously worked at RMB Capital Management, Gleacher & Company Securities, and FA Asset Management Inc. 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 and offers a range of discretionary and non-discretionary solutions across various account types and fund structures.

Brian Degrado is a financial advisor with VestGen Advisors, LLC in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Lake Street Private Wealth, Raymond James & Associates, J.P. Morgan Securities, and Chase Investment Services Corp. VestGen Advisors provides investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, and institutional investors. The firm combines advisor-level client relationships with centralized portfolio construction, utilizing third-party managers and proprietary strategies, and manages approximately $6.66 billion in assets.

Nicholas Hai Hathuc is a CFP® professional with nine years of industry experience. He is currently with Forvis Mazars Wealth Advisors, LLC and previously worked at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. He holds the Series 66 designation and is based in Chicago, IL. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering financial planning, investment management, consulting, and retirement plan services. The firm employs a customized asset allocation strategy that balances active and passive investments, focusing on diversification, cost control, and long-term discipline.

Michael Lutz is a financial advisor at IHT Wealth Management LLC in Chicago, IL, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at JPMorgan Securities LLC and JPMorgan Chase. He also provides administrative support for IHT Wealth Management. 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 proprietary model portfolios and third-party managers, combining fundamental value screening and quantitative optimization in its investment process.

Darla Douglas is a financial advisor with IHT Wealth Management LLC, holding a Series 66 credential and 11 years of industry experience. Her prior roles include positions at LPL Financial, GPS Wealth Strategies Group, Western Wealth Management, and Independent Financial Partners. She is also a co-owner of B & B Farms of Grafton, an LLC unrelated to investment activities. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, offering discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm employs a combination of fundamental value screening, quantitative optimization, and tailored portfolio strategies delivered through a network of advisors.