John Duckworth is a CFP® and Series 66 credentialed advisor with 13 years of experience. He has been with HighPoint Planning Partners, doing business as Black Diamond Planners, since 2013. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $4.0 billion in client assets and utilizes fundamental analysis to construct individualized investment policies, employing a range of investment vehicles and custodial program solutions.

Sara Strohmaier is a CFP® with 10 years of industry experience. She is currently with Plante Moran Financial Advisors, where she has worked since 2017, and previously worked at Hewins Financial Advisors, LLC. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth individuals, trusts, charitable organizations, and other entities. The firm uses a combination of fundamental, technical, and cyclical analysis alongside proprietary equity valuation models to manage both discretionary and non-discretionary portfolios.

Mia Costarella is a financial advisor at New Edge Wealth with 37 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering a range of advisory services including wealth strategy, portfolio management, and institutional consulting. The firm combines independent managers, model strategies, and proprietary investment solutions, integrating AI-assisted analytics alongside adviser judgment.

Jason Suway is a CFP®-certified financial advisor with two years of industry experience. He is currently with Modera Wealth Management, LLC and previously worked at Ayco. Modera Wealth Management serves individuals, trusts, corporations, and plan sponsors, offering wealth management, retirement plan consulting, financial planning, tax services, and business coaching. The firm utilizes diversified asset allocation based on Modern Portfolio Theory and combines investment management with in-house accounting and tax capabilities.

Allen Laya is a ChFC®-designated financial advisor with Capital Analysts, based in Lombard, IL, and has 54 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2005. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management with access to third-party managers and employs an in-house investment management team using proprietary screening methods.

Jonathan Rigano is a CFA® charterholder with 26 years of industry experience. He is currently with Curi Capital, LLC and has previously worked at RMB Capital Management LLC and JB Investment Management, LLC. Curi Capital serves individuals and families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles with a range of services including Wealth Management, Asset Management, and Retirement Plan Solutions. The firm manages approximately $9.83 billion and employs a long-term, fundamental investment approach combined with both in-house and external strategies.

Mohini Mccormick is a financial advisor at Curi Capital, LLC with 33 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Her prior work includes roles at RMB Capital Management, LLC and Calamos Wealth Management LLC. Curi Capital serves a diverse client base including individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental, bottom-up approach to equity investing and a fundamental relative-value strategy for fixed income, combining in-house strategies with external managers and proprietary risk analysis tools.

Candida Casey is a financial advisor at Northwest Asset Management with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a fiduciary approach based on Modern Portfolio Theory and strategic asset allocation, using both fundamental and technical analysis to construct diversified portfolios, and offers a range of services including investment management, retirement planning, ERISA consulting, and tax preparation.

Adrianna Stasiuk is a financial advisor at Aaron Wealth Advisors with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC for eight years. Aaron Wealth Advisors serves high-net-worth individuals, business owners, entrepreneurs, multi-generational families, and family offices with portfolio management, financial consulting, and mergers-and-acquisitions advisory. The firm employs institutional technology platforms and a variety of investment strategies, including option-writing, and offers specialized services such as insurance advisory and digital-asset custody.

Constantine Slone is a CFA® charterholder with experience at The Mather Group, LLC since 2026. He previously worked for eight years at Northern Trust and spent two years at Indiana University. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, and corporations, 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 alongside human oversight to support portfolio construction and client communications.

John O'Connor is a CFA® charterholder and holds a Series 66 license, with 12 years of industry experience. He has worked at RMB Capital Management LLC since 2017 and previously spent 11 years at IronBridge Capital Management, LP. He is based in Chicago, IL, and is affiliated with Curi Capital, LLC. Curi Capital serves individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental, bottom-up approach to equity investing and a fundamental relative-value strategy for fixed income, combining in-house strategies with external managers and proprietary risk analysis tools.

Dennis Michon is a financial advisor with Forum Financial Management, LP, holding a Series 65 license and 13 years of industry experience. He has been with Forum Financial since 2012 and concurrently operates as a partner and attorney at Michon & Buckley, a law firm specializing in estate planning and real estate services. Additionally, he serves as president of Tax & Financial Solutions, Inc., a tax and accounting firm. 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 RIAs, employing model portfolios based on Modern Portfolio Theory and primarily utilizing DFA institutional mutual funds and ETFs.

Jeffrey Jones is a CFA® charterholder and holds a Series 66 license with 16 years of industry experience. He is currently with Curi Capital, LLC and previously worked at RMB Capital Management LLC and IronBridge Capital Management, LP. Curi Capital serves individuals, families, institutions, retirement plan sponsors, charitable organizations, and pooled investment vehicles through wealth management, asset management, retirement solutions, and family office services. The firm manages approximately $9.83 billion and employs a long-term, fundamental, bottom-up investment approach combined with third-party managers and proprietary risk analysis tools.

Brian Langenkamp is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Zacks & Company and Zacks Investment Management since 2004. Zacks Investment Management provides discretionary portfolio management to a diverse client base including individuals, trusts, retirement plans, and institutional investors. The firm combines quantitative and qualitative analysis through proprietary models and offers a range of investment strategies and vehicles, serving both direct clients and third-party advisers.

Evan Perduk is a CFP® professional with three years of industry experience, currently advising at Root Financial Partners. He previously worked at Thor Wealth Management and has held roles in various industries including insurance and engineering. Outside of his advisory work, Evan is the president and founder of EMP Tax & Patronage, LLC, which provides tax preparation services for individuals. Root Financial Partners offers investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and retirement-plan relationships. The firm employs a broadly diversified, passive investment approach tailored to client objectives and risk tolerance, with additional capabilities in specialized strategies and educational programming.

Konstantine Andrakakos is a CFA® charterholder with 14 years of industry experience. He is currently with Aaron Wealth Advisors, where he has worked since 2018. His prior experience includes roles at Northern Trust Securities, Northern Trust Bank, and Deutsche Bank. Aaron Wealth Advisors serves high-net-worth individuals, business owners, entrepreneurs, multi-generational families, and family offices with portfolio management, financial consulting, and select mergers-and-acquisitions advisory. The firm employs institutional technology platforms and applies portfolio construction principles such as Modern Portfolio Theory and overlay option strategies, while also providing specialized services including insurance-advisory coordination, trustee services, and digital-asset custody.

Brian Plain is a CFP® professional with 20 years of experience in the financial services industry. He has been with Gradient Advisors, LLC since 2014. In addition to his advisory role, he provides consulting services to small business owners focused on business management and growth. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm supports a network of 169 advisors across 154 offices and employs a combination of fundamental, technical, and cyclical analysis to tailor investment strategies.

Martin Pomrehn is a CFP® and PFS™ with 37 years of industry experience. He has worked at Forum Financial Management, LP since 2016 and previously held positions at Purshe Kaplan Sterling Investments, Inc. and Cetera. Outside of his advisory role, he is president and shareholder of MP360° Tax Services, Ltd., a CPA firm providing accounting and tax planning services. Forum Financial Management, LP serves individuals, retirement plan sponsors, charitable organizations, and institutional clients through discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm utilizes model asset-allocation portfolios based on Modern Portfolio Theory and offers a range of investment solutions including mutual funds, ETFs, separately managed accounts, and access to held-away accounts via third-party platforms.

Stanley Lovelace is a financial advisor with On Investment Management Company in Chicago, IL, holding Series 63 and Series 65 credentials and 34 years of industry experience. His career includes long-term affiliations with United Security Life, Principal Financial Group, The O.N. Equity Sales Company, and Cadaret, Grant & Co., Inc. Outside of advisory work, he owns and operates several insurance-related businesses focused on the sale of fixed annuities, life insurance, disability, and health products, as well as an online term life insurance marketing platform. On Investment Management Company is a subsidiary of The O.N. Equity Sales Company that provides financial planning, portfolio management, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, families, trusts, and institutions. The firm combines brokerage and advisory services through a dual-registration model, offering both discretionary and non-discretionary investment programs.

Cody Maxwell is a CFP® with six years of industry experience, currently serving as a financial advisor at OnePoint BFG Wealth Partners. His prior roles include positions at Northwestern Mutual Investment Services LLC, Charles Schwab, and Kevin Spahn. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a variety of proprietary models and third-party managers, managing most client assets on a discretionary basis.