Jacob Barton is a financial advisor with Waverly Advisors, LLC in Chicago, IL, holding a Series 65 credential and seven years of industry experience. Prior to joining Waverly Advisors in 2025, he worked for thirteen years at Promus Holdings, LLC. Outside of advisory work, he has been involved in winding down a vending machine franchise business. Waverly Advisors is a multi-team registered investment adviser serving individual clients, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations and provides various financial planning and consulting services.

John Berger is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with LaSalle St. Investment Advisors since 2000 and has worked with La Salle St. Securities, Inc. since 1991. 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, offering both non-discretionary and discretionary asset management through a variety of investment strategies and third-party manager arrangements.

Andrew Mattingly is a financial advisor at The Mather Group, LLC with a Series 66 credential and less than one year of industry experience. His previous roles include positions at Lenox Advisors, MML Investors Services, MassMutual Life Insurance Company, and Stock Yards Bank and Trust. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing integrated financial planning, investment management, tax and estate planning, 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.

Kobe Rudin is a financial advisor at Curi Capital, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Curi RMB Capital, LLC, Preqin, Trinity International University, and Gilson Graphics. Curi Capital serves individuals, families, institutions, retirement plan sponsors, charitable organizations, and pooled investment vehicles, managing approximately $9.83 billion across various investment vehicles. The firm employs a long-term, fundamental, bottom-up approach to equities and a fundamental relative-value strategy for fixed income, combining in-house strategies with external managers and proprietary risk analysis tools.

Maxwell Cinnamon is a financial advisor at HighPoint Planning Partners with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, SA Piggush Financial Consultants, and State Bank of Herscher. Outside the advisory role, he is also a licensed insurance agent involved in insurance sales and implementation. HighPoint Advisor Group serves a range of clients including individuals, pension plans, trusts, and charitable organizations, offering services such as discretionary asset management and financial planning. The firm employs a personalized investment approach using fundamental analysis and utilizes multiple platform options, including LPL-sponsored programs, to deliver advisory services.

Alexander Blashewski is a financial advisor at IHT Wealth Management LLC with three years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and IHT Wealth Management since 2012. In addition to his advisory role, he provides tax preparation and accounting services through related business activities. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach using fundamental stock selection, quantitative tools, diversified model portfolios, and option strategies, supported by a network of approximately 153 advisors.

Tyler Kendzior is a Series 65-licensed financial advisor with McAdam LLC in Chicago, IL, where he has worked since 2019. He has four years of industry experience, including prior roles at Room 38 and the University of Missouri. McAdam LLC serves a diverse clientele including individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm employs a discretionary investment approach with portfolios tailored through fundamental analysis and incorporates specialized exposures such as private investment funds and cryptocurrency via exchange-traded vehicles.

David Frohlichstein is a CFP® professional with 39 years of experience in the financial industry. He has been with Ausdal Financial Partners, Inc. since 2009 and also operates Frolicstein Financial, a financial advisory business he has managed since 1999. In addition to his advisory work, he has been a self-employed professional musician for over 50 years. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer serving individuals, trusts, corporations, pension plans, and charitable organizations. The firm offers a range of investment advisory programs and financial planning services, utilizing both discretionary and non-discretionary strategies across various asset classes and account types.

David Paske is a financial advisor with Saxony Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Saxony Securities since 2003. Outside of his advisory work, he serves as a special education teacher at Lyons Township High School. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates with a multi-team model and employs a range of investment strategies, including technical and fundamental analysis, while also offering third-party advisory services.

What is "Vita"? "Vita" means life in Italian and at Vita Wealth Management, we believe life is meant to be lived to the fullest, and money is simply a tool to help you achieve your best life. By aligning your financial strategy with your personal goals, we help you make informed decisions so you can focus on what truly matters. "I started Vita Wealth Management because I believed that there was a better way of doing things and in order to best serve clients I needed to be completely independent. This allows me to remain completely objective and focus on providing the best advice possible." Being independent and Fee Only allows us to avoid being pushed to sell propriety products, portfolios, insurances and direct conflicts of interest. Vita Wealth Management is a full service wealth management and tax firm. Being an Enrolled Agent also puts us in a unique position to provide in-depth tax planning and tax preparation services for our clients. We believe doing this in tandem with investment management and financial planning creates significant value for our clients.

Peter Arboleda is a financial advisor with IHT Wealth Management LLC in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with Lpl Insurance Associates, LPL Financial, and IHT Wealth Management since 2014. Outside of his advisory role, he provides business strategy support for a family-operated flower shop. IHT Wealth Management serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, trusts, and corporate clients. The firm employs a diversified investment approach that combines fundamental stock selection with quantitative tools, offering discretionary asset management, financial planning, and ERISA consulting through a network of approximately 153 advisors.

Brian Musso is a financial advisor at Waverly Advisors, LLC with 17 years of industry experience. He holds a Series 65 designation and has worked at Promus Capital, LLC and Promus Holdings, LLC since 2006. Outside of his advisory roles, Musso serves on the boards of several organizations, including a music label, a community center nonprofit, and a paper company, and is involved in private equity through Musso Capital Management, LLC. 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 market allocations and offers financial planning, retirement plan consulting, and multi-family office services.

John Walsh is a financial advisor with FourStar Wealth Advisors, LLC in Chicago, IL, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Realta Equities, Inc. and Oppenheimer & Co. Inc. FourStar Wealth Advisors provides investment management, comprehensive financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals, trusts, and charitable organizations. The firm employs discretionary portfolio management using a combination of fundamental and technical analysis tailored to clients’ risk tolerances and objectives.

Natalie Brekken is a financial advisor at Curi Capital, LLC based in Chicago, IL. She holds a Series 65 designation and has experience working at Curi RMB Capital LLC, Ecolab Inc., the University of Wisconsin-Madison, and Orono Public Schools. Curi Capital serves individuals and families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental investment approach combining in-house strategies with external managers and offers a range of wealth management, asset management, and retirement plan services.

Susan Garbarino is a CFP® professional with 23 years of industry experience, currently serving at IHT Wealth Management LLC since 2019. She has held roles at LPL Financial, Independent Financial Partners, and multiple entities affiliated with Mueller Financial Services dating back to 2008. 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 blended investment approach combining fundamental stock selection, quantitative tools, and diversified model portfolios, while offering services such as discretionary asset management, financial planning, and ERISA fiduciary consulting.

Kirk Hackbarth is a CFP® and PFS™ credentialed advisor with 16 years of industry experience. He is currently with JMG Financial Group LTD and has previously worked at Strategic Wealth Partners, Guidant Wealth Advisors, and Liberty Financial Group, Inc. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, providing comprehensive wealth management, portfolio management, and financial and retirement consulting. The firm employs a planning-based, long-term investment approach with strategic asset allocation and offers services including in-house tax consulting, private investment fund advice, and held-away account management.

Brian Bunker is a CFA® charterholder with 10 years of industry experience. He is currently with Composition Wealth, LLC and previously worked at Aviva Investors and Neuberger Berman BD LLC. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, estates, and businesses. The firm employs a primarily long-term and diversified investment approach using low-cost mutual funds, ETFs, individual securities, and both fundamental and technical analysis.

Nicholas Grossi is a financial advisor at Aaron Wealth Advisors in Chicago, holding a Series 65 designation. He has recently entered the industry, gaining experience through prior roles at CNA Surety, Scotiabank, and Fort Washington Investment Advisors. Aaron Wealth Advisors serves business owners, entrepreneurs, sophisticated individuals, multi-generational families, and family offices with portfolio management, investment consulting, and financial consulting services. The firm employs a range of investment strategies, including option overlay techniques, and provides trustee services, focusing on high-touch consulting and tailored portfolio management.

Harold Martin III is a financial advisor at Zacks Investment Management, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Tribune Publishing and CoachHub, as well as experience with a startup focused on nut butters. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, and institutional clients, offering a range of strategies including all-cap core, dividend, and long/short approaches. The firm combines proprietary quantitative models with qualitative portfolio management and manages affiliated mutual funds and ETFs across multiple distribution platforms.

Sharif Sharif is a financial advisor with FourStar Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining FourStar in 2023, he worked at LPL Financial LLC for five years and Woodbury Financial Services for eleven years. He is also involved with a business called The Other Side of Medicine. FourStar Wealth Advisors provides investment management, comprehensive financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals, trusts, and charitable organizations. The firm employs both fundamental and technical analysis to tailor discretionary portfolios and manages private funds alongside broader wealth management services.