Sophie Evans is a financial advisor at SpiderRock Advisors, LLC with one year of industry experience. She holds a Series 66 designation and previously worked at BlackRock Investments, LLC and UBS Financial Services, Inc. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, including other asset managers and high-net-worth individuals. The firm combines systematic and quantitative approaches with fundamental analysis to manage option-based hedges and overlays, offering customized portfolio and risk management solutions.

Shamus Fitzpatrick is a financial advisor at SpiderRock Advisors, LLC in Chicago, IL. He holds a Series 66 designation and has one year of industry experience. Prior to joining SpiderRock Advisors, he worked at BlackRock Investments, LLC. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, including asset managers, advisers, family offices, and pension funds. The firm employs systematic, technical, and rules-based processes combined with quantitative and fundamental analysis to manage option-based hedges and yield-enhancing overlays through proprietary software and real-time risk monitoring.

Kelly Carpenter is a CFP® professional with 11 years of experience in financial advising. Kelly has been with The Mather Group, LLC since 2022. Prior to joining The Mather Group, Kelly was self-employed for eight years. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by offering comprehensive financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customizable options and utilizes AI and machine-learning tools to support market analysis and client communications.

Megan Martin is a financial advisor at Forum Financial Management, LP with seven years of industry experience. She holds a Series 65 credential and has been with Forum Financial Management since 2011. Outside of her advisory role, she is a member of FRM Holdings LLC, a holding company. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, offering model portfolios primarily implemented with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Michael Moles is a financial advisor with Forum Financial Management, LP, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked concurrently since 2016 as a tax preparer with Match Enterprises, Inc., providing tax return services. Forum Financial Management, LP delivers investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory, using institutional mutual funds, ETFs, and individualized fixed income strategies, and offers specialized back-office and sub-advisory services to independent advisors and RIAs.

Stephen Kennedy is a financial advisor at B. Riley Wealth Advisors, Inc. with 53 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with B. Riley Wealth Management since 2002. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in assets with about 274 advisors. The firm provides a wide range of advisory services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans through multiple program structures and both proprietary and third-party investment models.

Jack Cahill is a financial advisor at The Mather Group, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Morgan Stanley and various educational and service organizations. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by 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 under human oversight to support market analysis and client communications.

Gabriel Szymarek is a financial advisor at Zacks Investment Management, Inc. with eight years of industry experience. He holds a Series 66 designation and has held prior roles at firms including LBMZ Securities, Innovator Capital Management, and Wells Fargo Clearing Services. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm employs a proprietary quantitative and qualitative investment process centered on earnings-estimate revisions and serves both as a direct manager and a provider of indices, model portfolios, and alternative funds across multiple distribution channels.

Charles Travis is a financial advisor with Curi Capital, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with RMB Capital Management, LLC since 2007. Curi Capital serves individuals, families, institutions, retirement plan sponsors, charitable organizations, and pooled investment vehicles through a variety of wealth management, asset management, and retirement plan services. The firm employs a long-term, fundamental investment approach combining in-house strategies with external managers and utilizes proprietary risk analysis tools to guide asset allocation.

Cody Carlson is a CFP® professional with nine years of industry experience, currently serving as an advisor at RWA Wealth Partners since 2023. Prior to joining RWA, he worked for six years at Fidelity Brokerage Services LLC and spent one year at Eastern Illinois University. 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’s investment approach focuses on strategic asset allocation using a wide range of vehicles, including mutual funds, ETFs, separate accounts, and private pooled vehicles, supplemented with tactical asset-allocation adjustments and customized fixed income management.

Michael Corrigan is a financial advisor with Simplicity Wealth, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Harvest Investment Services for 12 years and has served as an elected official and commissioner for Proviso Township for over a decade. Outside of his advisory work, Corrigan is involved in mental health services as a commissioner on the Proviso Township Mental Health Commission and participates in college planning education for families. Simplicity Wealth serves a diverse client base including individual and institutional investors, as well as financial firms, offering services from financial planning and portfolio management to retirement plan solutions and a managed account platform. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and provides advisory services combined with technology and operational support for other advisors.

Timothy Lux is a CFP® and holds a Series 65 license with seven years of industry experience. He is currently with Kingsview Wealth Management, LLC and has previously worked at firms including Oxford Financial Group, Ltd. and Northwestern Mutual. Based in Chicago, IL, he has been with Kingsview in various roles since 2021. Kingsview Wealth Management is an SEC-registered, multi-advisor firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management through a combination of internal portfolio management and third-party strategies, including discretionary and non-discretionary advisory services.

Paul Rokosz is a CFA® charterholder with 12 years of industry experience. He has been with ValMark Advisers, Inc. since 2018 and holds the Series 63 designation. In addition to his role at ValMark, he is involved with Trove Private Wealth, where he provides financial planning, investment advisory, and insurance services. ValMark Advisers, Inc. serves individuals, plan sponsors, and institutional clients through a network of approximately 280 advisory representatives. The firm offers diversified, goal-based investment portfolios primarily using mutual funds, ETFs, and approved third-party managers, supported by proprietary platforms and comprehensive back-office services.

Jeffrey St John 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. His prior experience includes roles at LPL Financial, Ameriprise Financial Services, Sheridan Road Advisors, and Independent Financial Partners. He serves on the board of the Tim St. John Memorial Foundation, a nonprofit organization. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors with discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm utilizes proprietary models, third-party managers, and a combination of fundamental and quantitative investment strategies.

Michael Kite is a financial advisor with Forum Financial Management, LP and holds a Series 66 designation. He has 14 years of industry experience and has worked at Forum Financial Management since 2012. In addition to his advisory role, Mr. Kite is a partner and attorney at Williams & Kite, LLC, a law firm specializing in estate planning, real estate, and corporate law. He also serves as a director and secretary for the Budzinski Family Foundation, a nonprofit focused on healthcare, education, spirituality, and animal welfare. 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 independent RIAs, offering model portfolios primarily implemented with DFA mutual funds and ETFs following a Modern Portfolio Theory approach.

Travis Borton is a CFP® and Series 65-licensed advisor with 13 years of industry experience. He is affiliated with BMO Family Office, LLC in Chicago, IL, and has worked at Harris MyCFO, LLC and BMO Harris Bank since 2011. BMO Family Office serves ultra-high-net-worth individuals, families, and institutional clients by providing discretionary investment management, advisory services, and family wealth strategies. The firm’s investment approach combines quantitative and qualitative due diligence overseen by an Investment Committee and utilizes a wide range of strategies and instruments, supported by its integration with BMO Financial Corp. and affiliated entities.

Brian Zavalkoff is a CFA® charterholder with 17 years of experience at Chesley, Taft & Associates, LLC in Chicago, IL. He has worked exclusively with the firm since 2009. Chesley, Taft & Associates serves primarily high net worth individuals and related entities, offering discretionary and non-discretionary portfolio management along with personalized financial planning. The firm manages approximately $3.0 billion in assets, utilizing fundamental equity analysis and tailored asset allocation across a range of strategies.

Mitchell Bratina is a CFA® charterholder and Series 65 licensee with five years of industry experience. He has been with Chicago Partners Investment Group LLC since 2020 and previously worked at Western Digital and Iowa State University. Outside of his advisory role, he is the founder and CEO of FinTurk Inc., a fintech SaaS platform. Chicago Partners Investment Group LLC provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, trusts, nonprofits, endowments, corporations, and other entities. The firm employs a long-term, diversified, asset-allocation oriented investment approach incorporating fundamental analysis and quantitative optimization, offering services including financial planning, portfolio management, and family office consulting.

Joseph Moorhead is a CFP®-designated financial advisor with Northern Trust Securities, Inc. in Chicago, IL, bringing 29 years of industry experience. His prior roles include positions at Nuveen Securities, Tiaa, and Teachers Personal Investors Services. Moorhead has been with Northern Trust Securities since 2018. 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. The firm offers model-driven discretionary portfolio management through various platforms, integrating proprietary and third-party investment products with regular account reviews.

Tristan Carone is a financial advisor at VestGen Advisors, LLC with one year of industry experience. He holds a Series 66 designation and has worked previously with Private Client Services. VestGen Advisors, LLC is an SEC-registered investment adviser managing approximately $6.66 billion for about 22,790 clients across 53 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, ERISA 3(21) retirement plan services, and a wrap-fee program, employing a mix of fundamental, technical, quantitative analysis, and modern portfolio theory in portfolio implementation.