Joseph Hume is a financial advisor at Northern Trust Securities, Inc. in Chicago, IL, holding the CFP® designation and Series 66 license, with four years of industry experience. Prior to his current role starting in 2022, he worked at Morgan Stanley Smith Barney LLC in 2021 and has a varied background including positions in education and financial services. Northern Trust Securities, Inc. is a wholly owned subsidiary of Northern Trust Corporation that provides discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients with separately managed accounts and strategist portfolios delivered via the Fidelity Managed Account Xchange platform, combining advisory, brokerage, and custody services.

Tonio Crudele is a financial advisor at Zacks Investment Management, Inc. with 18 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior roles include positions at Advisors Asset Management, Inc. and Allstate corporate entities. Zacks Investment Management provides discretionary investment management services to individuals, trusts, estates, retirement plans, and institutional clients. The firm employs proprietary quantitative models combined with qualitative portfolio management across various strategies and sponsors wrap-fee programs while managing affiliated mutual funds and ETFs.

William Kirk is a CFP® professional with 19 years of industry experience. He has worked at The Mather Group, LLC since 2018 and previously spent two years at TIAA. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering 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.

Zachary Freitag is a financial advisor at The Mather Group, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC. His background includes roles outside finance, such as at Cog Hill Golf Club and Door Dash. The Mather Group 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, supported by AI and machine-learning tools under human oversight.

Jon Jakobsen is a financial advisor at Belpointe Asset Management LLC with three years of industry experience. He holds a Series 66 designation and has worked at Cetera and AFIN Family Wealth Management. Jakobsen is also an access person for the PL Growth and Income ETF through Collaborative Funds Services LLC. Belpointe Asset Management serves a diverse client base, including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios with a range of passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

David Leonard Jr. is a financial advisor at Northern Trust Securities, Inc. with 30 years of industry experience. He holds Series 63, 65, and 66 credentials and has worked at Northern Trust Securities since 2003 and Vision Investment Services since 2011. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that offers discretionary portfolio management to high-net-worth individuals, retail investors, and institutional clients through a model-driven wrap fee program. The firm integrates advisory, brokerage, and custody services, using a range of proprietary and third-party investment products delivered via the Fidelity Managed Account Xchange platform.

Christopher Graff is a CFA® charterholder and holds a Series 63 license, with 11 years of industry experience. He is based in Chicago, IL, and has been with RMB Capital Management since 2005. Curi Capital, LLC serves individuals, high-net-worth clients, and institutional investors, offering wealth management, investment management, retirement plan consulting, and family office services. The firm applies a long-term, fundamentally driven investment approach across a range of strategies, including separately managed accounts, mutual funds, and private funds.

Anna Read is a financial advisor at Chicago Partners Investment Group LLC with three years of industry experience. She holds a Series 65 designation and has previously worked at Robert W. Baird. Her background includes roles outside of finance, such as positions at Texas Christian University and the River Club of Mequon. 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 combining fundamental analysis with quantitative optimization across various investment vehicles, including mutual funds, ETFs, and structured notes.

Stacey Sargent is a CFP® and CFA® with 31 years of experience in the financial industry. She has worked at Chicago Capital, LLC since 2018 and previously spent 20 years at William Blair & Company L.L.C. Chicago Capital provides discretionary investment management, financial planning, and consulting services to individuals, families, foundations, and corporations. The firm employs an active management approach that combines fundamental and technical research to build individualized portfolios across multiple asset classes, with a focus on long-term portfolio value and risk mitigation.

Richard Fradin is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Chicago Capital, LLC. He previously worked at CastleArk Management, Armitage Investment Advisors, and Rail-Splitter Capital Management. Chicago Capital provides discretionary investment management, financial planning, and consulting services to individuals, families, foundations, registered investment advisers, and corporations. The firm employs an active management approach combining fundamental and technical research to construct diversified portfolios, managing over $4.8 billion in client assets with a team of 11 advisors.

Jarret Blum is a financial advisor at Oxford Financial Group, Ltd with 25 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, Charles Schwab, Morgan Stanley, and Citigroup Global Markets. Oxford Financial Group, Ltd serves ultra high-net-worth individuals, families, and institutional clients, offering family office and CIO services, financial and estate planning, fiduciary trust administration, and access to private market investments. The firm employs a diversified investment approach across public and alternative asset classes, managing approximately $23.3 billion with both discretionary and non-discretionary client arrangements.

Richard Pucci Sr. is a financial advisor at Maridea Wealth Management with 23 years of industry experience. He holds a Series 66 credential and has worked at several firms including LPL Financial LLC and Securities America Advisors. Outside of his advisory role, he is also an author of a memoir. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans, managing approximately $1.97 billion in client assets. The firm employs diversified, tax-aware portfolios emphasizing low-cost mutual funds and ETFs, using AI tools under human oversight to support research and administration.

Thomas Hagerman is a financial advisor at The Mather Group, LLC in Chicago, IL, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Skypoint Ventures and work related to Indiana University Bloomington. 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 uses an evidence-based investment approach with multiple risk-based allocation models, tax-synchronized portfolio construction, and customization options such as direct indexing and ESG factor portfolios.

Allan Myer is a financial advisor with Curi Capital, LLC in Chicago, IL, holding Series 65 and Series 66 licenses and possessing 22 years of industry experience. He has worked at RMB Capital Management, LLC since 2016 and is also involved with MediaWorks Corporate Communications. 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 fundamentally driven investment process and offers both discretionary and non-discretionary services across a range of investment vehicles.

Cesar Pena is a CFP® professional with 25 years of industry experience, currently serving at Northern Trust Securities, Inc. since 2024. His prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC, among others. Based in Chicago, IL, he holds Series 63 and Series 65 licenses. Northern Trust Securities, Inc. offers discretionary portfolio management through a model-driven wrap fee program, serving high-net-worth individuals, retail investors, and institutional clients. The firm utilizes a mix of proprietary and third-party investment products, with a governance process to oversee model providers and regular account reviews to ensure suitability and performance.

Joseph Zabratanski is a financial advisor at Donaldson Capital Management LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Donaldson Capital Management since 2011. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to both individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to manage income- and growth-oriented portfolios, serving a diverse client base that includes banking institutions, insurance companies, and municipal plan sponsors.

Trevor Isham is a CFP® with 14 years of industry experience, currently serving at Curi Capital, LLC. He has worked at RMB Capital Management since 2013 and previously at Katana Investment Advisors. 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 across a range of account types and funds.

Jeffrey Pearsall is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Curi Capital, LLC and previously worked at RMB Capital Management, LLC and UBS Financial Services. He also serves as figurehead director of Encore Inc. and JWE Enterprise. 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 uses a long-term, fundamentally driven investment approach across a variety of portfolio solutions, including separately managed accounts, mutual funds, and private funds.

David Hattas is a financial advisor at The Mather Group, LLC in Chicago, IL. He holds a Series 65 designation and has one year of industry experience. Prior to joining The Mather Group, he worked at Windy City Wire and spent eight years in full-time education. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and offers customization options such as direct indexing and ESG factor portfolios.

Joel Schoenmeyer is a financial advisor at Sapient Capital LLC in Chicago, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Fifth Third, BMO Family Office, BMO Harris Bank, Loeb & Loeb, and Northern Trust. Sapient Capital provides wealth management, financial planning, family office services, and sub‑advisory support to individuals, high‑net‑worth families, trusts, foundations, and pooled investment vehicles. The firm employs a long-term investment approach combining fundamental and technical analysis to build diversified portfolios and offers both discretionary and non‑discretionary portfolio management.