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.

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.

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.

Adam Gock is a financial advisor at Ritholtz Wealth Management with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Tradestation Securities, Inc. and Annex Wealth Management before joining Ritholtz in 2023. Ritholtz Wealth Management advises individual and institutional clients, including high-net-worth investors, providing portfolio management, financial planning, retirement plan consulting, and college financial planning. The firm combines goal-based investing with behavioral finance principles and employs diversified, low-cost ETFs alongside tactical overlays and alternative investments, supported by both advisor-led services and digital platforms.

Daniel Murphy is a financial advisor with HBW Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Northwestern Mutual Wealth Management Company since 2017, following previous roles at Northwestern Mutual Investment Services LLC and Kevin Spahn. Murphy is also an investment advisor representative with Winfield Wealth Advisors, LLC. HBW Advisory Services manages approximately $1.75 billion in client assets and serves individuals, families, charitable organizations, businesses, and retirement plans. The firm uses a blended investment approach that incorporates tactical asset allocation, fixed income, and multi-manager diversification, and it offers sub-advisory, co-advisory, and subscription services.

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.

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.

Laura Chiaramonte is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with one year of industry experience. She holds a Series 65 credential and has worked at LaSalle St. Securities – Dennis R. Tierney since 2005. 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 investment programs, utilizing asset-allocation models and a mix of mutual funds, ETFs, equities, fixed income, and options, with a notable predominance of non-discretionary assets under management.

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.