Jack Burk is a financial advisor at Arete Wealth Advisors, LLC with 22 years of industry experience. He has been with Arete Wealth Advisors and Arete Wealth Management LLC since 2008. Burk holds the Series 66 designation. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary portfolio management, investment consulting, and retirement plan advisory services, employing both advisor-driven and proprietary model allocations while acting as an ERISA fiduciary when applicable.

Jeffrey St John is a financial advisor with LPL Financial in Northbrook, IL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Ameriprise Financial Services, Independent Financial Partners, Sheridan Road Advisors, and IHT Wealth Management, where he provides investment advisory services through an independent registered investment advisor firm. He serves on the board of the Tim St. John Memorial Foundation, a nonprofit organization. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, and institutions. The firm supports a range of investment approaches through its in-house research team and a large network of investment adviser representatives, combining advisory operations with insurance and annuity product offerings.

Anthony Gedwill is a financial advisor at Silver Oak Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Guggenheim Partners, Invesco, and Nuveen Securities. His career includes roles at multiple financial services firms over the past decade. Silver Oak Securities serves individuals—including high-net-worth clients—along with pension and profit-sharing plans, corporations, trusts, and estates. The firm offers a range of advisory programs and emphasizes discretionary, customized investment management tailored to client objectives and risk tolerances.

Adam Gock is a financial advisor at Ritholtz Wealth Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Tradestation Securities and Annex Wealth Management prior to joining Ritholtz in 2023. Ritholtz Wealth Management serves individual, high-net-worth, and institutional clients, offering comprehensive portfolio management, financial planning, and retirement and college planning services. The firm employs a goal-based investment approach emphasizing asset allocation and behavioral finance, utilizing diversified ETFs alongside tactical and alternative strategies, and provides both advisor-led and digital platform solutions.

Daniel Goldstein is a CFP® professional affiliated with Pure Financial Advisors, LLC, with six years of industry experience. His prior roles include positions at Capasso Planning Partners LLC, Hightower Advisers, LLC, Delphi Private Advisors, and CIBC Bank USA. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as services for trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered investment approach overseen by an Investment Committee, incorporating tax-aware techniques and specialized sub-advisers, supported by enterprise-scale infrastructure and advisor involvement in adult-education teaching.

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 with VestGen Advisors, LLC in Chicago, IL, holding a Series 66 license and beginning his advisory career in 2025. Prior to joining VestGen, he worked in various roles including at Private Client Services and Hyvee. VestGen Advisors manages approximately $6.66 billion for a diverse client base including individuals, small businesses, and institutional clients. The firm employs a client-specific investment approach using fundamental, technical, and quantitative analysis along with modern portfolio theory, and offers a range of services including discretionary and non-discretionary management and ERISA 3(21) retirement plan services.

Joshua Vick is a financial advisor at Chicago Partners Investment Group LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Beltmann Relocation, Target Corporation, and the University of North Dakota. Chicago Partners Investment Group LLC serves a diverse client base including individuals, trusts, not-for-profits, and corporations, offering services such as portfolio management, financial planning, retirement plan consulting, and family-office reporting. The firm employs a long-term, diversified investment approach and sponsors affiliated pooled investment vehicles, including private funds launched in 2021.

Frank Aiello is a Series 65-licensed advisor at Chicago Partners Investment Group LLC with nine years of industry experience. He has been with Chicago Partners since 2016 and is also a partner at TKF Homes, where he is involved in home flipping. Chicago Partners Investment Group serves a diverse client base, including individuals, trusts, nonprofits, and corporations, offering portfolio management, financial planning, retirement services, and family-office reporting. The firm employs a long-term, diversified investment approach utilizing fundamental analysis and a variety of strategies, including direct indexing and tax-loss harvesting.

David Miller is a financial advisor at Northern Trust Securities, Inc. in Chicago, IL, holding Series 63 and Series 66 licenses with three years of industry experience. His background includes roles at Northern Trust Securities and J.P. Morgan Securities, as well as JPMorgan Chase Bank. 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 Separately Managed Accounts and Strategist UMAs, combining advisory, brokerage, and custody services.

Jacob Temple is a financial advisor at Northern Trust Securities, Inc. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Northern Trust Securities in 2025, he worked at Charles Schwab for one year and has a varied background including roles outside the financial industry. 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 separately managed accounts and other managed portfolios delivered via the Fidelity Managed Account Xchange platform.

Mark Aloisio is a financial advisor at Waverly Advisors, LLC in Chicago, IL, holding Series 63 and Series 65 licenses with 17 years of industry experience. He previously worked at Jpmorgan Securities LLC and Promus Capital, LLC. Aloisio serves on the board of Maryville, attending quarterly meetings. 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-markets allocations and offers a range of financial planning and multi-family office services.

Janek Pedersen is a CFP® professional with 20 years of industry experience, currently serving at Curi Capital, LLC. He has been with RMB Capital Management, LLC since 2010. Curi Capital serves a diverse client base including individuals, families, institutions, retirement plan sponsors, and charitable organizations, managing approximately $9.83 billion. The firm employs a long-term, fundamental investment approach combining in-house strategies with external managers and proprietary risk analysis tools.

Joshua Carucci is a financial advisor with The Mather Group, LLC in Chicago, IL, holding a Series 66 designation and nine years of industry experience. His career includes roles at Bank of America, Merrill Lynch, and McAdam LLC prior to joining The Mather Group. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach, utilizing risk-based allocation models, tax-synchronized portfolio construction, and offers customization options such as direct indexing and ESG portfolios.

James Palermo is a CFP® and CFA® with five years of industry experience. He has worked at Chicago Partners Investment Group LLC since 2020 and previously spent 29 years at Chicago Equity Partners. He also held a position at Retirewise CFP from 2022 to 2023. Chicago Partners Investment Group LLC serves a diverse client base, including individuals, trusts, endowments, and corporations, offering portfolio management, financial planning, and family-office services. The firm employs a long-term, diversified investment approach with customized portfolios and sponsors affiliated pooled investment vehicles, including private funds.

Nathan Jefferson is a CFP® with two years of industry experience and has been with Ritholtz Wealth Management since 2022. He is also affiliated with Michigan State University, where he has worked since 2019. Ritholtz Wealth Management serves individual and institutional clients, offering comprehensive portfolio management and financial planning services. The firm employs a goal-based investment process that incorporates asset allocation and behavioral finance principles, utilizing diversified ETFs alongside tactical overlays and alternative investments, supported by digital platforms for portfolio implementation and management.

John Storrs Jr. is a financial advisor at Northern Trust Securities, Inc. in Chicago, IL, holding Series 66, Series 63, and Series 65 licenses with 29 years of industry experience. He has been with Northern Trust Securities for a total of 19 years, first from 2006 to 2024 and returning in 2025. 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 discretionary portfolio management through a model-driven wrap fee program, utilizing Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs delivered via the Fidelity Managed Account Xchange platform.