Nicholas Demetral is a financial advisor at Zacks Investment Management, Inc., holding a Series 66 designation with one year of industry experience. His prior roles include positions at Raymond James Financial and Raymond James Financial Services, Inc., as well as employment at Greystone Golf Club & Banquet. Zacks Investment Management provides discretionary investment management to a range of clients including individuals, trusts, retirement plans, and institutional investors, using proprietary quantitative models combined with qualitative portfolio management across various strategies. The firm also manages affiliated mutual funds and ETFs and distributes strategies through multiple account platforms.

Kelly Hene is a CFP® with 27 years of industry experience, currently serving as a financial advisor at LaSalle St. Investment Advisors, L.L.C. since 2012. She is based in Elmhurst, IL, and holds Series 63 and Series 65 licenses. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses, offering both non-discretionary and discretionary investment management approaches.

Timothy Pennino is a CFA® and holds a Series 65 license with five years of industry experience. He has worked at Chicago Partners Investment Group LLC since 2018 and was previously employed at Heidrick & Struggles for four years. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, endowments, corporations, and other entities, offering family office and retirement-plan consulting. The firm employs a long-term, diversified, asset-allocation investment approach that integrates fundamental analysis with quantitative optimization across various asset classes and strategies.

Andrew Duffy is a financial advisor at McAdam LLC with three years of industry experience. He holds the Series 65 designation and has worked at McAdam LLC since 2022, following brief roles at Raymond James Branch. Outside of finance, he has experience in the food service industry and various community roles. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, investment management, and retirement-plan consulting, implementing portfolios through fundamental analysis and a range of investment vehicles tailored to client objectives.

John Burkhardt is a financial advisor at Pure Financial Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as services for trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered investment approach overseen by an Investment Committee and incorporates tax-aware techniques, income management strategies, and specialized sub-advisers.

Edward Yee is a financial advisor with Northern Trust Securities, Inc. in Chicago, IL, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with Northern Trust Securities since 2004. 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 through discretionary portfolio management and model-driven investment programs that include Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs.

Jeffrey Kinzler is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LaSalle St. Investment Advisors and LaSalle St. Securities since 2020, following nine years at Securities Service Network, Inc. Outside of his advisory role, Kinzler is also involved in the sale and servicing of fixed life insurance, personal disability income insurance, individual health insurance, and long-term care insurance as a licensed insurance agent. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a range of investment strategies across various asset classes and offers both discretionary and non-discretionary management, with a notable emphasis on non-discretionary assets and collaborative arrangements with third-party managers.

Patrick Simoncic is a financial advisor at The Mather Group, LLC with one year of industry experience. He holds the Series 65 designation and has prior work experience including roles at EHM and Old Warson Country Club, as well as entrepreneurial involvement with Sugos Spaghetteria. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customized portfolio options and utilizes third-party AI and machine-learning tools alongside human oversight.

Ryan Quinn is a CFP® professional with three years of industry experience, currently serving as a financial advisor at The Mather Group, LLC in Chicago, IL. He has been with The Mather Group since 2020. The Mather Group primarily 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 follows an evidence-based investment approach with customized risk-based allocation models and incorporates AI and machine-learning tools alongside human oversight.

John Johnson is a CFP® professional with 16 years of industry experience, currently serving at Plante Moran Financial Advisors since 2001. He has also been associated with Plante Moran, PLLC since 2009. Outside of his advisory role, he is involved in a family racehorse operation, managing purchase, selection, and selling decisions. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individuals, charitable organizations, corporations, and trusts. The firm emphasizes strategic asset allocation, written investment policy statements, and manager selection, managing a majority of its assets on a non-discretionary basis in collaboration with clients.

Ying Huang is a CFP® professional with 13 years of industry experience, currently advising at The Mather Group, LLC since 2021. Prior to this, she spent two years at Treybourne Wealth Planners and eight years at Private Vista, LLC (formerly Financial Strategy Network, LLC). The Mather Group 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 diversified risk-based allocation models and offers customized portfolio solutions including ESG factor portfolios and concentrated stock management.

Steven Cook is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds a Series 66 designation and has 10 years of industry experience. His prior work includes roles at Edward Jones and IPAVA State Bank. In addition to his advisory work, he is involved with Fortress Insurance Services Inc. 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. The firm offers both non-discretionary and discretionary management programs and utilizes a wide range of investment vehicles and third-party managers.

Alexander Insley is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with Zacks Investment Management since 2009. Zacks Investment Management provides discretionary portfolio management to a diverse client base including individuals, trusts, estates, retirement plans, charitable and corporate entities, and institutional investors. The firm employs a proprietary investment process combining quantitative and qualitative analysis, and operates across retail, institutional, and third-party distribution channels with a mix of direct management and model licensing.

Christopher Sacco is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding the ChFC® designation and Series 63 and 66 licenses. He has 22 years of industry experience and has worked at LaSalle St. Investment Advisors since 2021. Prior to that, he spent nine years at Comprehensive Asset Management & Servicing, Inc. and has been an investment advisor at Retirement Planning Specialists, Inc. since 2011. He also acts as an insurance agent for fixed and indexed annuities through American Brokerage Services, Inc. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and various portfolio management services. The firm employs both passive and active investment strategies across multiple asset classes and is notable for its predominance of non-discretionary asset management and use of fee-sharing and co-advisor arrangements.

Daniel Moore is a financial advisor at Brighton Jones LLC in Chicago, holding the CFP® designation and Series 66 license with 14 years of industry experience. Prior to joining Brighton Jones in 2025, he worked at Savvy, TIAA CREF Individual & Institutional Services, and Fidelity in various advisory roles. Brighton Jones serves high-net-worth individuals, families, retirement plan sponsors, and charitable organizations, offering comprehensive wealth management services including financial planning, discretionary investment management, tax preparation, and access to private investment opportunities through a holistic, balance-sheet approach.

David Ruths Jr. is a CFP® professional with 25 years of experience, currently serving at IPI Wealth Management, Inc. in Chicago, IL. He has been with IPI Asset Management, Inc. and Investment Planners, Inc. since 2008. Outside of his advisory role, he is the owner and president of Stockbridge Financial LLC, a tax filing and preparation firm he founded in 1998, and has served as a Republican election judge for the Chicago Board of Elections. IPI Wealth Management serves a diverse client base including individual, charitable, corporate, and retirement plan clients, offering portfolio management, financial planning, and access to third-party manager programs. The firm uses an open-architecture investment platform with proprietary risk-based models and an outsourced-agent operational structure to support trade execution and performance reporting.

Joanne Woiteshek is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Her career includes prior roles at Brooklight Place Securities, Fortune Financial Services, and Interactive Financial Advisors. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients, offering portfolio management, financial planning, and retirement consulting through various advisory programs and a combination of discretionary and non-discretionary services.

Patrick Thiel is a financial advisor with Curi Capital, LLC, holding a Series 65 designation and six years of industry experience. His prior work history includes roles at KerberRose Wealth Management, Ehlers Investment Partners, Piper Sandler, and several other firms. 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 employs a long-term, fundamental investment approach utilizing proprietary strategies, third-party managers, and private funds.

William Davis is a financial advisor with RWA Wealth Partners in Chicago, Illinois. He holds the Series 65 designation and has previously worked at BMO N.A., Loyola Quinlan School of Business’s Next Generation MBA Program, and Total Quality Logistics. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans by providing investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm employs a strategic asset allocation approach supported by an open-architecture platform and combines fundamental and quantitative methods in certain internally managed strategies.

Gerri Michalski is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Elmhurst, IL, holding Series 63 and Series 65 credentials with 13 years of industry experience. She has been associated with LaSalle St. Securities, L.L.C. since 1999. Outside of financial advising, she works in travel planning and sales for a travel agency, arranging trips for family and friends. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm offers both discretionary and non-discretionary asset management using a range of investment strategies and is notable for its predominance of non-discretionary assets and its arrangements involving third-party managers and wrap-fee platforms.