Marguerite Rogers is a financial advisor with M Holdings Securities, Inc. She holds the Series 66, Series 63, and Series 65 designations and has 16 years of industry experience. Her prior roles include positions at Jamieson Financial Services, Stout, and RREEF America LLC. M Holdings Securities, Inc. serves a broad client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a mix of advisory and brokerage services, combining portfolio management, third-party sub-advisors, and platform providers to support client investment needs.

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®, and Series 63 credentialed advisor with 23 years of industry experience. She has been with RMB Capital Management, LLC since 2008. Christoph is based in Chicago, IL. Curi Capital, LLC is an SEC-registered investment adviser managing approximately $11.6 billion in assets. The firm serves individuals—including high-net-worth clients—employer retirement plans, institutions, mutual funds, private funds, and family offices, employing a long-term, fundamental investment approach across a range of strategies and products.

Brian Degrado is a financial advisor with VestGen Advisors, LLC, holding Series 63 and 65 licenses and bringing 25 years of industry experience. His prior work includes roles at Lake Street Private Wealth, Raymond James & Associates, J.P. Morgan Securities, and Chase Investment Services Corp. VestGen Advisors is an SEC-registered investment adviser managing approximately $6.66 billion for a diverse client base that includes individuals, small businesses, and institutional clients. The firm offers discretionary and non-discretionary investment management, financial planning, and ERISA 3(21) retirement plan services, employing a blend of fundamental, technical, and quantitative analysis in its client-specific strategies.

Nicholas Hai Hathuc is a CFP® and holds a Series 66 license with eight years of industry experience. He currently serves at Forvis Mazars Wealth Advisors, LLC and previously worked at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. for a combined eight years. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser and a wholly owned subsidiary of Forvis Mazars, LLP. The firm offers financial planning, investment management, consulting, and family-office style services to a diverse client base, managing approximately $12 billion in assets and coordinating tax and accounting services through its affiliation with its national accounting parent.

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.

Steven Hefter is a CFP® with six years of industry experience, currently serving as an advisor at Encompass More Asset Management LLC since 2022. Prior to this, he worked at Verity Asset Management and State Street Bank, and he is also involved with Appreciation Financial, where he sells insurance and annuity products. Additionally, Hefter consults for ERC Specialists, LLC, and provides business concierge services through Linqqs LLC. Encompass More Asset Management LLC primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party models, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, and manages approximately $582 million for around 4,000 clients.

Darla Douglas is a financial advisor with GPS Wealth Strategies Group, LLC, holding a Series 66 designation and bringing 11 years of industry experience. She has worked with firms including LPL Financial and Western Wealth Management. Douglas is also a co-owner of B & B Farms of Grafton, an LLC based in Boulder, CO. GPS Wealth Strategies Group provides investment management and financial planning services to individuals, high-net-worth clients, small businesses, families, trusts, estates, and employer-sponsored retirement plans. The firm employs tailored portfolios utilizing a range of investment vehicles and analytical methods, supported by third-party managers, technology platforms, and a higher client-to-advisor ratio.

Christopher Begbie is a CFP®-designated financial advisor with 14 years of industry experience. He is currently with Northern Trust Securities, Inc. and has prior experience at LPL Financial, Waddell & Reed, and ProShares. Begbie also provides investment advisory services through Good Life Advisors, LLC, an independent registered investment advisor. Northern Trust Securities, Inc. is a wholly owned subsidiary of Northern Trust Corporation that offers discretionary portfolio management to high-net-worth individuals, retail investors, and institutional clients. The firm utilizes a model-driven investment approach with a range of proprietary and third-party products delivered through the Fidelity Managed Account Xchange platform.

Erica Tarantur is a CFP® and holds a Series 65 license with 18 years of industry experience. She is currently with Curi Capital, LLC and has been with RMB Capital Management, LLC since 2010. Based in Chicago, IL, her career has focused on wealth management and financial planning. Curi Capital serves individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental, bottom-up approach to equity and a fundamental relative-value strategy for fixed income, combining in-house and external managers to provide comprehensive wealth management and retirement plan solutions.

James Schmelter II is a financial advisor with SpiderRock Advisors, LLC, holding a Series 66 designation and one year of industry experience. He previously worked at BlackRock Investments LLC and BlackRock from 2018 to 2024. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to a diverse client base, including institutional clients, family offices, and high-net-worth individuals. The firm utilizes systematic, technical, and rules-based processes combined with quantitative and fundamental analysis to offer option-based hedges, yield-enhancing overlays, and tailored synthetic borrowing strategies.

Jeffrey Gin is a CFP® with 23 years of industry experience. He is affiliated with Exodus Wealth, LLC and has worked with Prosperity Wealth Management, Inc. and Fortune Financial Services Inc. He is also involved in tax preparation as part of his other business activities. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans by providing asset management, financial planning, and consulting. The firm offers discretionary portfolio management and standalone financial plans, managing several hundred million dollars in assets with a focus on tailored account supervision and diversified investment strategies.

Jack Hagedorn is a financial advisor at Chicago Partners Investment Group LLC with nine years of industry experience. He holds a Series 65 designation and has been with Chicago Partners since 2017. Prior to his advisory role, he attended Indiana University - Bloomington. Chicago Partners Investment Group LLC provides discretionary and non-discretionary 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 oriented investment approach that combines fundamental analysis with quantitative optimization and model-based portfolio construction across multiple asset classes.

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.

Kenneth Shotsberger is a financial advisor at Victory Financial Group with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Equitable Advisors, Axa Advisors, and Allstate Insurance. Outside of advising, he is a minority silent partner and investor in Greenbuild Capital, LLC. Victory Financial Group serves individual clients, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach based on Modern Portfolio Theory and integrates fundamental, cyclical, and behavioral analysis to construct diversified model portfolios.

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.

Ryan Hagedorn is a financial advisor at Chicago Partners Investment Group LLC with four years of industry experience. He holds a Series 65 designation and has operated a Chicago Chainlink Node since 2019, working on smart contracts outside of trading hours. Chicago Partners Investment Group advises a diverse client base, including individuals, trusts, endowments, and corporations, offering portfolio management, financial planning, and retirement services. The firm employs a long-term, diversified investment approach and sponsors affiliated pooled investment vehicles as part of its multi-team advisory platform.

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.

Jared Napper is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has worked at Zacks Investment Management and LBMZ Securities Inc. since 2019 and previously at Security Distributors from 2015 to 2019. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm utilizes proprietary quantitative and qualitative models focused on earnings-estimate revisions and offers a range of investment strategies across multiple asset classes, serving both direct clients and third-party advisers.