Robert Hamer is a financial advisor at Stratos Wealth Advisors LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Merrill, Sunset Partners Capital Management, and Asset Management Group LTD. Stratos Wealth Advisors serves individual and institutional clients through a network of 71 investment advisory representatives across multiple teams. The firm offers financial planning, portfolio management, third-party manager programs, and other advisory services tailored to client goals.

Bradley Steinman is a CFP® with five years of industry experience, currently with Waverly Advisors, LLC. He previously worked at StrategIQ Financial Group, LLC and Personal Financial Planning, Inc. Outside of advisory roles, he is involved with StrategIQ Tax and Business Services, LLC, which provides tax return preparation. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and provides a range of services including investment management, financial planning, and multi-family office support.

Chan Lim is a financial advisor at Savvy with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Centric Wealth Management, Cetera, and TD Ameritrade. Lim is also involved with YOSAE LLC. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach complemented by active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers and fintech tools.

Bailey Yablonsky is a financial advisor at The Mather Group, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Boston Scientific, Optum, Collins Aerospace, and several other organizations. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and integrates AI and machine-learning tools alongside human oversight.

Kevin Antosz is a financial advisor with Zacks Investment Management, Inc. in Chicago, IL, holding a Series 66 designation and eight years of industry experience. His work history includes roles at LBMZ Securities Inc, Edward Jones, Pittsburgh Field Club, and Miami University. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, and institutional clients, offering a range of strategies that combine proprietary quantitative models with qualitative management. The firm also manages mutual funds and ETFs and distributes its strategies through various wrap-fee and unified managed account programs.

David Anderson is a Series 65 licensed advisor at Financial & Tax Architects, LLC with one year of industry experience. His prior roles include positions at Butler Brothers, Wolverine Trading, UMB Bank, and State Street. Outside of his advisory work, he provides security services for the Chicago Cubs. Financial & Tax Architects offers discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary investment strategies utilizing ETFs, individual securities, and trend-aware rebalancing, with most client relationships managed on a discretionary basis.

Eric Maddix is a financial advisor at Chicago Capital, LLC with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Chicago Capital since 2018, following a 19-year tenure at William Blair & Company, L.L.C. Chicago Capital provides discretionary investment management, financial planning, and related consulting services to individuals, high-net-worth clients, families, foundations, registered investment advisers, and corporations. The firm is an active manager combining fundamental and technical research to build individualized portfolios across a broad range of asset classes, while overseeing over $4.8 billion in client assets with a relatively small team of 11 advisors.

Adam Bernthal is a CFP® and holds a Series 65 license with 12 years of industry experience. He has been with Plante Moran Financial Advisors in Chicago since 2014. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including individual households, institutional clients, and sovereign wealth funds. The firm employs a blend of fundamental, technical, and cyclical analysis alongside a proprietary market valuation model and primarily manages assets on a non-discretionary basis.

Jeffrey Jones is a financial advisor at McAdam LLC in Chicago, holding a Series 65 designation with four years of industry experience. Before joining McAdam in 2022, he worked at Trimedx from 2017 to 2022 and at IUPUI from 2015 to 2017. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to manage portfolios using mutual funds, ETFs, independent managers, and individual securities, offering a range of traditional and alternative investment strategies tailored to client objectives.

Daniel Toledo is a CFP®, CFA®, and Series 66-registered advisor with 12 years of industry experience. He has worked at Chicago Partners Investment Group LLC since 2013 and was previously with Retirewise CFP from 2022 to 2023. Chicago Partners Investment Group LLC serves a diverse client base including individuals, trusts, endowments, corporations, and not-for-profit plans. The firm employs a long-term, diversified investment strategy using fundamental analysis and offers customized portfolio management, financial planning, retirement plan services, and family-office reporting.

David Gross is a financial advisor with Jefferies Investment Advisers LLC in Chicago, IL, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has been with Jefferies & Company, Inc. since 2011. Jefferies Investment Advisers LLC provides fee-based financial planning services to a diverse client base, including individuals, trusts, estates, and charitable organizations, using a customized, collaborative process supported by third-party planning software and probability-based outcome analysis.

Abraham Fleck is a Series 65-licensed advisor at McAdam LLC with four years of industry experience. He has been with McAdam since 2021 and has prior work experience at Meanwhile Space CIC, Vicente Foods, Indiana University, and Windward School. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm manages client accounts on a discretionary basis and employs a range of investment strategies, including fundamental analysis and specialized exposures such as direct indexing and private investment funds.

Nicholas Sonzero is a Series 65 credentialed financial advisor at Chicago Partners Investment Group LLC with three years of industry experience. He previously worked at Village Bank & Trust, N.A. and has held roles at the University of Missouri, Oakton Community College, McGrath Acura of Morton Grove, Marquette University, and North Shore Country Club. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, nonprofits, and business entities, offering family office and retirement-plan consulting. The firm follows a long-term, diversified, asset-allocation investment approach utilizing fundamental and quantitative methods across a range of strategies including mutual funds, ETFs, fixed income, and selective alternative investments.

Brian Rosen is a financial advisor at Ritholtz Wealth Management with 21 years of industry experience. He holds a Series 66 designation and has worked at Ritholtz Wealth Management since 2017. His prior roles include positions at RWM Insurance Services, LLC, Sheridan Road Advisors, LLC, Independent Financial Partners, and LPL Financial. Ritholtz Wealth Management advises a diverse client base, including individuals, high-net-worth clients, and institutional investors, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment process that incorporates asset allocation and behavioral finance principles, utilizing diversified, low-cost ETFs alongside tactical overlays and alternative investments.

Thomas Fay is a ChFC® credentialed financial advisor with 34 years of industry experience, currently affiliated with ValMark Advisers, Inc. since 2015. He holds leadership roles in multiple insurance and financial services firms, including serving as president of TFI Benefits, Inc. Outside of his advisory work, he is also a member of a musical band. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm uses diversified, goal-based model portfolios and integrates proprietary and third-party platforms, including sub-advisory relationships and wrap fee programs.

Steven Ungaro is a financial advisor at Curi Capital, LLC in Chicago, IL, holding a Series 65 designation. He joined Curi Capital in 2025 and has prior experience at JPMorgan Chase Bank, NA, where he worked for 11 years. Before joining the financial industry, he held roles outside the sector, including positions at Glenbard District 87 and First Student. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, retirement plans, institutions, and family offices. The firm employs a long-term, fundamental investment approach across equities and fixed income, utilizing a combination of proprietary strategies, third-party managers, and private funds.

Alex Helms is a financial advisor with IHT Wealth Management LLC in Chicago, IL, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior experience includes roles at Wells Fargo Clearing Services LLC, J.P. Morgan Securities, LLC, and Fidelity Investments. IHT Wealth Management serves high-net-worth individuals, corporate and institutional clients, and retirement plan sponsors by providing discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm employs a structured investment process combining fundamental and quantitative analysis, and offers access to third-party managers and proprietary model portfolios.

Joseph Cheff is a financial advisor at Waverly Advisors, LLC in Chicago, IL, holding a Series 65 credential with one year of industry experience. Prior to joining Waverly Advisors in 2025, he worked for nine years at Promus Holdings. 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, serving both non-HNW and high net worth clients.

Richard Doppelt is a financial advisor at Brownson, Rehmus & Foxworth, Inc. in Chicago, IL, holding a Series 65 license with 26 years of industry experience. He has been with Brownson, Rehmus & Foxworth since 1999. Brownson, Rehmus & Foxworth provides personalized, fee-only financial counseling and non-discretionary investment advisory services to individuals, families, trusts, estates, private foundations, qualified retirement plans, and senior corporate executives. The firm emphasizes customized long-term asset allocation and diversification strategies with a focus on client authorization for all trades.

Yussef Gheriani is a financial advisor at IHT Wealth Management LLC in Chicago, IL, with 11 years of industry experience. He holds the Series 66 designation and has been with IHT Wealth Management since 2016, also maintaining an affiliation with LPL Financial since 2015. IHT Wealth Management serves individuals, including high-net-worth clients, as well as corporate and institutional entities, providing discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers. The firm uses a combination of fundamental value screening, quantitative optimization, and periodic rebalancing to tailor portfolios to clients’ objectives and risk tolerances.