Robert Volk II is a CFP® with five years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors in Chicago, IL. He has been with Plante Moran Financial Advisors since 2019, with prior roles that include positions at Costco and Dow AgroSciences. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual households, institutional clients, not-for-profits, and sovereign wealth funds. The firm employs a combined fundamental, technical, and cyclical investment process and offers both discretionary and non-discretionary portfolio services.

Olea Rykhlov is a CFP® professional with over 23 years of experience in wealth management, currently serving at Fifth Third Wealth Advisors LLC since 2026. Prior to joining Fifth Third, Olea spent 22 years at Truist Bank. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and separately managed account access to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis, often delegating to third-party managers and utilizing affiliated model strategies.

Matthew Pope is an investment advisor representative at Latitude Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWN Securities, Inc. since 2009. In addition to his advisory role, he owns an accounting and tax business and is an independent insurance agent. Latitude Advisors serves individual and business clients, providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Gary Hirschberg is a financial advisor at Aaron Wealth Advisors with 19 years of industry experience. He holds a Series 66 designation and previously worked at Goldman, Sachs & Co. for 12 years before joining Aaron Wealth Advisors in 2018. Hirschberg serves on the Board of Directors and Finance Committee of International Hillel and is a member of the investment committee of the Indianapolis Museum of Art, both nonprofit organizations. Aaron Wealth Advisors serves high-net-worth and institutional clients, including business owners, entrepreneurs, and multi-generational families. The firm provides discretionary and non-discretionary portfolio management and standalone financial consulting, utilizing an outsourced platform to access third-party managers while maintaining client advisory relationships.

Nicholas Winter is a CFP® with two years of industry experience, currently serving as a financial advisor at Bartlett & Co. Wealth Management LLC in Chicago, IL. His prior roles include positions at W&S Brokerage Services, Western & Southern Life, and the University of Cincinnati. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and a range of institutional clients, providing discretionary wealth management and comprehensive financial planning with an emphasis on diversified asset allocation and relative-value fixed income analysis. The firm is part of the Focus Financial Partners network and offers access to affiliate and third-party solutions alongside its investment management services.

Walter Nystrom is a financial advisor with A.G.P. / Alliance Global Partners in Chicago, IL, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at The Vanguard Group and Empire Machine. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm provides a range of services including discretionary and non-discretionary portfolio management, financial and estate planning, and manages pooled vehicles with an emphasis on international investing.

Thomas Flaig is a CFA® charterholder with 20 years of industry experience. He has worked at Chicago Partners Investment Group LLC since 2024 and previously spent 25 years at Borthwick Associates and six years at Legacy Asset Management. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, not-for-profit plans, endowments, and corporations, among others. The firm employs a long-term, diversified, asset-allocation approach that combines fundamental analysis with quantitative optimization across various investment strategies and vehicles.

Gavin Bolanos is an advisor at VestGen Advisors, LLC based in Chicago, IL. He holds a Series 66 designation and has worked in the financial industry since 2025. Prior to joining VestGen, he held roles in private client services and wealth management and has experience in educational settings. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm uses a combination of advisor-level client relationship management and centralized portfolio construction, serving a diverse client base that includes other investment advisers, institutions, and government entities.

Brian Monahan is a financial advisor with Northern Trust Securities, Inc. in Chicago, IL, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with Northern Trust Securities since 2016. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that provides discretionary portfolio management to high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven investment solutions through Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs delivered via the Fidelity Managed Account Xchange platform, combining advisory, brokerage, and custody services.

Philip Johnston is a CFP®-designated financial advisor at The Mather Group, LLC with six years of industry experience. He has previously worked at ShankerValleau Wealth Advisors and Focus Financial, as well as held various roles with the University of Illinois and its Foundation. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by offering integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customizable portfolios and incorporates third-party AI tools alongside human oversight in its processes.

Timothy Feldheim is a financial advisor with IHT Wealth Management LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His career includes roles at Sheridan Road Financial, Independent Financial Partners, and LPL Financial. Outside of his advisory work, he coaches high school football at Loyola Academy. IHT Wealth Management serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools in diversified model portfolios, and offers discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Charles Mccormick is a financial advisor at Hilltop Securities Inc. in Chicago, IL, holding Series 63 and Series 66 licenses with two years of industry experience. His background includes roles at Hilltop Securities Asset Management and Broski Fence, as well as 16 years in primary and secondary education. Hilltop Securities serves individual and institutional clients with a range of advisory and broker-dealer services, offering managed accounts, financial planning, and retirement-plan consulting on an open-architecture platform that combines third-party and firm-sponsored investment strategies.

Neil Peplinski is a financial advisor at Kingsview Wealth Management, LLC in Chicago, IL, holding a Series 65 designation with 21 years of industry experience. His prior roles include positions at Cedar Capital Advisors, LLC and Good Harbor Financial. Kingsview Wealth Management is a multi-advisor firm providing wealth management and financial planning services to individuals, retirement plans, endowments, trusts, and municipal clients. The firm combines in-house investment strategies with third-party managers and offers access to alternative investments through various platforms.

Connie Johnson is a CFA® charterholder with two years of industry experience. She is currently with Bartlett & Co. Wealth Management LLC and previously worked at The Colony Group, Kabouter Management LLC, Aon, and NWQ Investment Management/Nuveen. Bartlett & Co. Wealth Management serves high-net-worth individuals and families, foundations, endowments, and institutional clients with discretionary wealth and portfolio management, financial planning, and consulting. The firm employs an active, client-specific investment approach emphasizing diversification and relative-value fixed income strategies, and is affiliated with the Focus Financial Partners network.

Peter Steigerwald is a financial advisor at Chicago Partners Investment Group LLC with two years of industry experience. He holds a Series 65 designation and has prior work experience at Eddie Bauer, the Office of State Planning and Budgeting for the State of Colorado, and the University of Notre Dame. Chicago Partners Investment Group LLC advises a diverse client base, including individuals, trusts, nonprofits, endowments, and corporations, offering portfolio management, financial planning, retirement services, and family-office reporting. The firm employs a long-term, diversified investment approach and sponsors affiliated pooled investment vehicles, serving both private fund clients and insurance companies.

Jennifer Des Groseilliers is a financial advisor at The Mather Group, LLC with 24 years of industry experience. She holds a Series 66 designation and has previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MSI Financial Services. She is also a non-practicing attorney and provides consulting services to financial advisors and their teams on business practices. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering comprehensive financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and customization options, integrating AI tools to support market data analysis and client communications.

Sara Salvino is a Series 65-credentialed advisor with one year of industry experience. She is currently with Performance Wealth, where she has worked since 2023, and previously worked at UBS Financial Services. Salvino has an academic background including roles at Vanderbilt University and The University of Chicago. Performance Wealth serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, providing discretionary and non-discretionary investment management along with comprehensive wealth management and financial planning. The firm manages over $4 billion in client assets and employs a primarily long-term, portfolio-focused investment approach using diversified allocations across mutual funds, ETFs, individual securities, and alternative investments.

Craig McWilliams is an investment advisor representative at FourStar Wealth Advisors, LLC, based in Chicago, IL, with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Profor Securities, HLD Hedge Funds LLC, and Great Point Capital. FourStar Wealth Advisors serves individuals, pension plans, trusts, charitable organizations, and business entities by providing financial planning, discretionary and non-discretionary investment management, and retirement plan consulting. The firm employs a combination of fundamental and technical analysis to tailor portfolios across a broad range of securities and independent managers while managing private funds and pooled vehicles.

Tyler Cook is a financial advisor at SpiderRock Advisors, LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at BlackRock Investments, LLC and several positions during his time at the University of Colorado - Boulder. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to a range of institutional and individual clients. The firm employs systematic, technical, and rules-based processes combined with quantitative and fundamental analysis to implement option-based hedges and overlays using proprietary software and real-time risk monitoring.

Michele Francisco is a CFP® certificant with 19 years of industry experience. She has worked at RMB Capital Management, LLC since 2010. Michele is currently affiliated with Curi Capital, LLC, a multi-team firm based in Chicago, IL. Curi Capital provides wealth management, investment management, retirement plan consulting, family office services, and a subscription offering for early-career medical professionals. The firm serves individuals, high-net-worth clients, and institutional clients, employing a long-term, fundamentally driven investment approach across a variety of managed accounts and funds.