Grace Stewart is a financial advisor at The Mather Group, LLC with two years of industry experience. She holds the Series 65 designation and worked in education 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 with risk-based allocation models and offers customization options such as direct indexing and ESG portfolios.

Daniel Hynes is a financial advisor at SpiderRock Advisors, LLC with one year of industry experience. He holds a Series 66 designation and has worked previously at BlackRock Investments LLC, Halo Investing, and Northern Trust Company. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, including asset managers, registered investment advisers, banks, broker-dealers, family offices, and high-net-worth individuals. The firm utilizes systematic, technical, and rules-based processes combined with quantitative and fundamental analysis to manage option-based hedges and yield-enhancing overlays.

Kim Brownlee is a financial advisor with MissionSquare Retirement in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Icma Retirement Corporation since 2007. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm’s advisory approach includes discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management, with a multi-team advisory structure supporting more than 40,000 participants.

Steven Dudash is a financial advisor with IHT Wealth Management LLC in Chicago, IL, holding a Series 66 designation and 26 years of industry experience. He has worked at LPL Financial and Lpl Insurance Associates since 2014. Outside of his advisory role, Dudash serves as CEO and Principal of Riverwalk Capital Partners LLC. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach combining fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a large network of advisors.

Alejandro Pastrana is a financial advisor with Packerland Brokerage Services, Inc. He holds Series 65 and Series 63 licenses and has nine years of industry experience. Prior to joining Packerland in 2025, he worked at Northwestern Mutual and Serene Financial Group. He is the sole owner of Serene Financial Group, LLC, where he dedicates time to life, health, long-term care, and disability insurance services. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors, through a network of 176 advisors with $1.358 billion in assets under management. The firm offers financial planning, portfolio management, wrap-fee and unified managed account programs, and retirement-plan consulting, providing investment solutions directly and via third-party managers.

Christian Early is a financial advisor at Curi Capital, LLC in Chicago, IL, holding a Series 65 designation with five years of industry experience. His prior roles include positions at RMB Capital Management LLC from 2019 to the present and earlier experience at Denison University and Ruth Lake Country Club. Curi Capital is an SEC-registered investment adviser with approximately $11.6 billion in regulatory assets under management, serving individuals, employer retirement plans, institutions, mutual funds, private funds, and family offices. The firm employs a long-term, fundamental investment approach using a mix of proprietary strategies, third-party managers, mutual funds, and private funds.

Terrance Gaertner is a CFP® professional with 41 years of industry experience, currently serving at Ausdal Financial Partners, Inc. since 2009. He holds a Series 63 license and is based in Park Ridge, IL. Outside of his advisory role, he is involved in term life insurance sales with various carriers on a commission basis. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment strategies and custodial platforms.

Stephen Gigliotti is a financial advisor with BMO Nesbitt Burns Securities Ltd. in Chicago, IL, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at J.P. Morgan Chase Bank and J.P. Morgan Securities, where he worked for 12 years before joining BMO-related firms in 2018. BMO Nesbitt Burns Securities Ltd. provides discretionary investment advisory, brokerage, and financial planning services to individuals, trusts, entities, and retirement accounts in both the U.S. and Canada. The firm manages accounts according to client-specific Investment Policy Statements, utilizing a diversified approach that includes equities, fixed income, mutual funds, and ETFs.

Paul Wong is a CFP®-certified financial advisor with 30 years of industry experience, currently practicing at LaSalle St. Investment Advisors, L.L.C. He has worked at La Salle St. Securities, Inc. for nearly three decades. Outside of his advisory role, Wong serves as Treasurer and Committee Member of the Mission Related Investment Committee at Grace Church. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to a diverse client base including individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment management programs, emphasizing a predominantly non-discretionary asset mix.

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.

Kyle Buffo is a financial advisor at Mission Wealth Management, LP with 11 years of industry experience. He holds the CFP® designation and has worked at firms including LPL Financial LLC, Cadaret Grant & Co., Inc., and Q3 Advisors LLC. Outside of financial advising, he is also a self-employed musician. Mission Wealth Management is a multi-team advisory firm that serves affluent and high-net-worth individuals, families, and institutional clients through customized wealth management, financial planning, and portfolio management services. The firm employs long-term strategies across a diverse range of investments and incorporates tax-aware trading and rebalancing in its discretionary account management.

John Berger is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with LaSalle St. Investment Advisors since 2000 and affiliated with La Salle St. Securities since 1991. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, emphasizing a predominance of non-discretionary assets under management.

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 with HighPoint Planning Partners, holding a Series 66 designation and two years of industry experience. He previously worked at the University of Kansas Athletic Department and State Bank of Herscher. Mr. Cinnamon is also a licensed insurance agent and splits his time between advisory and registered representative roles. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities, offering discretionary asset management, financial planning, and retirement plan advisory. The firm constructs investment policies through personal consultations and implements portfolios using fundamental analysis across various asset classes and platforms.

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.

Grace Kramer is a financial advisor at SpiderRock Advisors, LLC with two years of industry experience. She holds the Series 65 and Series 63 licenses. Her prior work includes roles at BlackRock Investments LLC and PNC Capital Markets, LLC. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to a diverse client base, including institutional investors, family offices, and high-net-worth individuals. The firm uses a combination of systematic, technical, and rules-based processes alongside quantitative and fundamental analysis to manage option-based hedges, yield-enhancing overlays, and collateral management strategies.

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.