Frank Pecucci is a financial advisor at The Mather Group, LLC with 10 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at The Mather Group since 2019, following a prior role at Insight Securities Inc. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering combined financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and customization options, integrating AI and machine-learning tools alongside human oversight.

Robert Foley is a financial advisor with Apollon Wealth Management, LLC in Chicago, IL, holding a Series 65 credential and eight years of industry experience. He previously worked at Podesta Capital Advisors, LLC and the Gelber Group. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, businesses, and institutional clients. The firm combines centrally managed model strategies with locally managed portfolios, offering a range of investment options including ESG models, Direct Indexing, and sub-advisory services for private funds and insurance-dedicated vehicles.

Dawn Cornwall is a financial advisor at The Mather Group, LLC with 17 years of industry experience. She holds the Series 63 designation and has been with The Mather Group since 2016. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing 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 integrates third-party AI tools alongside human oversight.

Jacob Bauer is a financial advisor at Kingsview Wealth Management, LLC in Chicago, holding Series 65 and Series 63 licenses with six years of industry experience. He has worked at firms including Foreside Fund Services and Kingsview Partners, and served on the advisory strategy team at Kingsview Wealth Management. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, and corporate entities, providing wealth management, financial planning, and asset management through a network of advisers and an internal portfolio group. The firm offers tailored portfolio management across various securities and develops proprietary model strategies for separately managed accounts, ETFs, and third-party licensing.

Max Miller is a financial advisor with Northern Trust Securities, Inc. in Chicago, IL, holding Series 63 and Series 66 licenses and four years of industry experience. His background includes roles at Hightower Advisors and Charles Schwab, as well as running a landscaping business. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that offers discretionary portfolio management through a model-driven wrap fee program, serving high-net-worth individuals, retail investors, and institutional clients with a range of separately managed accounts and strategist portfolios.

Lauren Madera is a CFA® charterholder with nine years of industry experience. She is currently with OneSeven and has previously worked at Magnetar and Ross, Sinclaire & Associates, LLC. She serves on the Board of Trustees for The Miami Valley School in Dayton, Ohio. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering a range of portfolio management and financial planning solutions with a primarily long-term investment approach.

Joseph Knecht is a CFP® and CFA® with 13 years of industry experience. He is currently with BMO Family Office, LLC and has worked at BMO Harris Bank N.A. since 1992. BMO Family Office provides discretionary investment management, advisory services, and family wealth strategies to ultra-high-net-worth individuals, families, foundations, and institutional clients. The firm’s investment approach combines asset allocation with quantitative and qualitative due diligence and is supported by its integration within the larger BMO Financial Corp. group.

Logan Finnegan is a Series 65-licensed financial advisor at Chicago Partners Investment Group LLC with one year of industry experience. His background includes academic roles at DePaul University and Indiana University. 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 entities. The firm emphasizes a long-term, diversified, asset-allocation approach that incorporates fundamental analysis and quantitative optimization across multiple asset classes, including mutual funds, ETFs, direct indexing, fixed income, and select alternative strategies.

Keith Cardoza is a CFA® charterholder with 17 years of industry experience. He has been with Brownson, Rehmus & Foxworth, Inc. since 2008. The firm provides personalized, fee-only financial counseling and non-discretionary investment advisory services to individuals, families, trusts, estates, private foundations, qualified retirement plans, and senior corporate executives. Their approach emphasizes in-depth discovery and customized long-term asset allocation strategies, focusing on broad diversification and client-directed decision-making.

Geno Del Boccio is a financial advisor with First Advisors National, LLC, holding a Series 65 designation. He has experience in entrepreneurial ventures, including roles at GD Event Productions and Coffee Something Inc. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party money managers and combines tactical and strategic approaches with fundamental analysis to inform its investment decisions.

Michael Nicholas is an advisor with Chicago Partners Investment Group LLC, holding a Series 65 credential and beginning his financial advisory career in 2026. Prior to joining the firm, he gained experience at Autodesk and held various roles related to education and gaming studios while attending Purdue University. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, endowments, corporations, and other entities. The firm employs a long-term, diversified, asset-allocation focused approach that integrates fundamental analysis with quantitative methods, offering services including financial planning, portfolio management, and family office consulting.

Brian Vandenheuvel is a financial advisor with Zacks Investment Management, Inc. in Chicago, IL, holding Series 66 and Series 65 credentials and 11 years of industry experience. He has been with Zacks Investment Management since 2013. Zacks Investment Management, Inc. provides discretionary investment management to individuals, trusts, estates, retirement plans, pooled vehicles, and institutional clients. The firm combines proprietary quantitative models with qualitative portfolio management across various strategies and offers retail wealth management, alternative investments, and model portfolios through multiple platform types.

Jesse Golik Meineke is a financial advisor with The Mather Group, LLC in Chicago, IL, holding a Series 65 credential and two years of industry experience. He previously worked at Trinity Financial Advisors and Integra Financial Advisory. 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, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and customization options, combining technology tools with human oversight.

James Begley is a financial advisor at Zacks Investment Management, Inc. with two years of industry experience. He holds a Series 65 credential and has worked at Zacks Investment Management since 2022. In addition to his advisory role, Begley is involved in real estate as a broker and manager with Exclusive Realtors. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm uses proprietary quantitative and qualitative models centered on earnings-estimate revisions and serves both direct clients and third-party advisers through a broad range of investment vehicles and strategies.

Kathryn Edwards is a CFP® with 17 years of industry experience, currently serving at Plante Moran Financial Advisors. She is also a partner at P&M Holding Group, LLP. Edwards has a long tenure at Plante Moran Financial Advisors, spanning from 2008 to the present. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a range of analytical approaches and manages a notable mix of discretionary and non-discretionary assets, supported by affiliations within the Plante Moran enterprise that enable integrated financial services.

Sophia Bernardi is a financial advisor at Centennial Securities Company, Inc. with a Series 66 credential and one year of industry experience. Prior to joining Centennial, she worked at Conagra Brands for three years and Walgreens Co for three years. She also has a four-year academic background from Indiana University. Centennial Securities Company, Inc. provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, high-net-worth clients, corporate pension and profit-sharing plans, trusts, estates, foundations, endowments, and other business entities. The firm’s investment advice is delivered through its representatives, employing a range of strategies tailored to client objectives.

Christopher Gongola is a financial advisor with IHT Wealth Management LLC based in Chicago, IL. He holds a Series 66 designation and has 23 years of industry experience, including prior roles at LPL Financial and Wunderlich Securities. Gongola is also involved with investment-related activities at United Healthcare and Blue Cross Blue Shield of Illinois. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, providing discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers. The firm employs a combined investment process of fundamental value screening, quantitative optimization, and periodic rebalancing, utilizing proprietary models and discretionary mandates tailored to client objectives.

Ryan Evans is a CFP® and ChFC® with 21 years of industry experience. He is currently an advisor at Merit Financial Advisors and PKS Investments, having previously worked at Blueprint Wealth Advisors, LLC and Commonwealth Financial Network. Outside of his advisory roles, he owns George St. Securities, an operating LLC involved in business support activities. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion in assets and serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach through customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Andrea Diltz is a financial advisor at Ritholtz Wealth Management with Series 65 credentials and two years of industry experience. Prior to joining Ritholtz in 2024, she worked for CG Financial Services and spent five years in secondary education. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering portfolio management, financial planning, and retirement consulting. The firm employs a goal-based investment approach that emphasizes asset allocation and behavioral finance, utilizing diversified low-cost ETFs alongside tactical overlays and alternative investments.

Mark Hollick is a financial advisor with Johnson Investment Counsel, Inc. He holds Series 63 and Series 66 licenses and has 33 years of industry experience. Prior to joining Johnson Investment Counsel in 2025, he worked at Payden & Rygel for two years and Natixis Global Associates for thirteen years. Johnson Investment Counsel serves a diverse client base including individual investors, pension and profit-sharing plans, public agencies, and charitable organizations. The firm employs a team-based investment approach combining quantitative equity analysis with fixed income strategies and offers a range of services such as discretionary portfolio management, financial planning, and model portfolio solutions for third-party platforms.