Brian Sheehy is a financial advisor at Maridea Wealth Management with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial LLC and World Equity Group, Inc. He is also licensed as an insurance agent, specializing in term and long-term care insurance. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing nearly $2 billion in assets across a 33-advisor team. The firm focuses on diversified, tax-aware portfolios using low-cost mutual funds and ETFs, and incorporates AI tools and formal consent protocols to coordinate investment, tax, and insurance planning.

James Franch is a financial advisor at Brownson, Rehmus & Foxworth, Inc. with two years of industry experience. He holds a Series 65 credential and has prior experience at Gulf Coast Capital and the University of South Florida. Brownson, Rehmus & Foxworth is a fee-only, federally registered investment adviser serving individuals and families, trusts, estates, private foundations, endowments, qualified retirement plans, and senior corporate executives. The firm focuses on non-discretionary, personalized financial counseling and investment advisory services, emphasizing long-term, diversified asset allocation and client decision-making.

William Hickerson is a CFP® professional with 35 years of industry experience. He has been with Advance Capital Management Inc. since 2000. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, and endowments, providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses an Investment Committee to guide decisions, offers a range of strategies including direct indexing and crypto-related investments, and operates with a referral-driven distribution model.

John Duckworth is a CFP®-certified financial advisor with 14 years of industry experience. He has been with High Point Planning Partners, operating as Black Diamond Planners, since 2013. HighPoint Advisor Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management and financial planning, implementing portfolios through fundamental analysis and a diversified allocation across various securities and investment products.

Sara Strohmaier is a CFP® certificant with 11 years of experience in financial advising. She has worked primarily with Plante Moran Financial Advisors since 2017, with prior experience at Hewins Financial Advisors, LLC. Strohmaier is based in Chicago, IL, and holds a Series 65 license. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual households, institutional investors, and sovereign wealth funds. The firm uses a combined fundamental, technical, and cyclical investment approach, often employing third-party managers and alternative investments, with a majority of assets managed on a non-discretionary basis.

Mia Costarella is a financial advisor at New Edge Wealth with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Merrill. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, trusts, and other institutional clients. The firm offers a range of advisory services focused on asset allocation and investor behavior, combining independent managers, model strategies, and proprietary solutions supported by AI-assisted analytics with human oversight.

Jason Suway is a CFP®-certified financial advisor with two years of industry experience. He is currently with Modera Wealth Management, LLC and previously worked at Ayco. Modera Wealth Management serves individuals, trusts, corporations, and plan sponsors, offering wealth management, retirement plan consulting, financial planning, tax services, and business coaching. The firm utilizes diversified asset allocation based on Modern Portfolio Theory and combines investment management with in-house accounting and tax capabilities.

Allen Laya is a ChFC® credentialed financial advisor with 54 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2005 and worked at PMG Asset Management Inc from 2001 to 2005. Laya is based in Lombard, IL and is affiliated with Capital Analysts. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Jonathan Rigano is a CFA® charterholder with 26 years of industry experience. He is currently with Curi Capital, LLC and has held previous roles at RMB Capital Management LLC and JB Investment Management, LLC, among others. 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 individual, high-net-worth, and institutional clients with a long-term, fundamentally driven investment approach implemented across various account types and strategies.

Mohini Mccormick is a Certified Financial Planner (CFP®) with 34 years of industry experience. She is currently with Curi Capital, LLC and has previously worked at firms including RMB Capital Management, Calamos Wealth Management, Fifth Third Securities, Credit Suisse Securities, and Lehman Brothers. Curi Capital, LLC serves individuals, high-net-worth clients, and institutional clients by providing wealth management, investment management, retirement plan consulting, and family office services. The firm employs a long-term, fundamentally driven investment approach across a range of portfolio management strategies and offers both discretionary and non-discretionary services.

Candida Casey is a financial advisor at Northwest Asset Management with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a fiduciary approach based on Modern Portfolio Theory and strategic asset allocation, using both fundamental and technical analysis to construct diversified portfolios, and offers a range of services including investment management, retirement planning, ERISA consulting, and tax preparation.

Adrianna Stasiuk is a financial advisor at Aaron Wealth Advisors with 14 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC for eight years. Aaron Wealth Advisors serves high-net-worth and institutional clients, including business owners, multi-generational families, and family offices. The firm provides discretionary and non-discretionary portfolio management and standalone financial consulting, utilizing an outsourced platform to access third-party managers and offering option overlay strategies alongside an affiliated insurance advisory entity.

Constantine Slone is a CFA® charterholder with experience at The Mather Group, LLC since 2026. He previously worked for eight years at Northern Trust and spent two years at Indiana University. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, and corporations, offering 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 utilizes AI tools alongside human oversight to support portfolio construction and client communications.

John O'Connor is a CFA® charterholder with 13 years of industry experience. He currently works at Curi Capital, LLC and has previously held roles at RMB Capital Management LLC, IronBridge Capital Management, LP, and Credit Suisse Securities (USA) LLC. 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, utilizing both in-house and external strategies across a range of portfolio types and client solutions.

Dennis Michon is a financial advisor with Forum Financial Management, LP, holding a Series 65 license and 13 years of industry experience. He has been with Forum Financial since 2012 and concurrently operates as a partner and attorney at Michon & Buckley, a law firm specializing in estate planning and real estate services. Additionally, he serves as president of Tax & Financial Solutions, Inc., a tax and accounting firm. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also acts as a sub-advisor and turnkey asset management platform for other RIAs, employing model portfolios based on Modern Portfolio Theory and primarily utilizing DFA institutional mutual funds and ETFs.

Jeffrey Jones is a CFA® charterholder and holds a Series 66 license, with 16 years of experience in the financial industry. He currently works at Curi Capital, LLC and has held prior roles at RMB Capital Management LLC, IronBridge Capital Management, LP, and Credit Suisse Securities (USA) LLC. 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, long-term investment approach and offers both discretionary and non-discretionary services across various investment vehicles.

Brian Langenkamp is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Zacks & Company and Zacks Investment Management since 2004. Zacks Investment Management provides discretionary portfolio management to a diverse client base including individuals, trusts, retirement plans, and institutional investors. The firm combines quantitative and qualitative analysis through proprietary models and offers a range of investment strategies and vehicles, serving both direct clients and third-party advisers.

Byron Ramult is a CFP® professional with 24 years of industry experience, currently with Stratos Wealth Advisors LLC. He has held roles at firms including LPL Financial and Wealth Enhancement Advisory Services. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a multi-team network. The firm offers financial planning, portfolio management, and access to third-party managers, tailoring services to client goals with a combination of discretionary management and technology-enabled solutions.

Evan Perduk is a CFP® professional with three years of industry experience, currently advising at Root Financial Partners. He previously worked at Thor Wealth Management and has held roles in various industries including insurance and engineering. Outside of his advisory work, Evan is the president and founder of EMP Tax & Patronage, LLC, which provides tax preparation services for individuals. Root Financial Partners offers investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and retirement-plan relationships. The firm employs a broadly diversified, passive investment approach tailored to client objectives and risk tolerance, with additional capabilities in specialized strategies and educational programming.

Konstantine Andrakakos is a CFA® charterholder with 14 years of industry experience. He has worked at Aaron Wealth Advisors since 2018 and previously held roles at Northern Trust Securities, Northern Trust Bank, and Deutsche Bank. Aaron Wealth Advisors serves high-net-worth and institutional clients, including business owners, entrepreneurs, and multi-generational families, providing discretionary and non-discretionary portfolio management as well as standalone financial consulting. The firm uses an outsourced platform to access third-party managers and offers option overlay strategies, maintaining a relatively small advisor team while managing several billion in client assets.