Brian Sheehy is a financial advisor with Maridea Wealth Management in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at LPL Financial LLC and World Equity Group, Inc. He is also an insurance agent specializing in term, long-term care, and non-variable insurance. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, financial planning, and business-oriented services. The firm operates as a fiduciary, focusing on personalized, long-term portfolio construction using fundamental analysis and modern portfolio theory, and offers outsourced CFO services and coordination with affiliated tax and insurance entities.

James Franch is a financial advisor at Brownson, Rehmus & Foxworth, Inc. with two years of industry experience. He holds a Series 65 credential and has prior experience at Gulf Coast Capital and the University of South Florida. Brownson, Rehmus & Foxworth is a fee-only, federally registered investment adviser serving individuals and families, trusts, estates, private foundations, endowments, qualified retirement plans, and senior corporate executives. The firm focuses on non-discretionary, personalized financial counseling and investment advisory services, emphasizing long-term, diversified asset allocation and client decision-making.

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.

Jose Hauad III is a financial advisor at IHT Wealth Management LLC with 21 years of industry experience. He holds a Series 66 designation and has been with IHT Wealth Management and LPL Financial since 2015. 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 combined with quantitative tools and diversified model portfolios, and it offers a range of services including discretionary asset management and ERISA plan consulting.

Shaun Eck is a financial advisor at Realta Investment Advisors, Inc. with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Kestra Private Wealth Services, Bank of America, Merrill, and Cetera Investment Services. Outside of his advisory role, he is the owner of Quantas Group, LLC, which provides marketing and advisory services related to tax benefits through life insurance products. Realta Investment Advisors offers discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and various institutional clients. The firm employs a comprehensive investment approach utilizing asset allocation across multiple asset classes and provides services such as portfolio management, retirement plan consulting, and estate planning.

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.

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 14 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 and institutional clients, including business owners, multi-generational families, and family offices. The firm provides discretionary and non-discretionary portfolio management and standalone financial consulting, utilizing an outsourced platform to access third-party managers and offering option overlay strategies alongside an affiliated insurance advisory entity.

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.

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.

Dar Baruchim is a financial advisor at Mariner Independent with Series 63 and 65 licenses and one year of industry experience. His prior work history includes roles at Northwestern Mutual Investment Services LLC, Kadima Wealth, and OurCrowd. Mariner Independent serves individuals, high-net-worth clients, and various institutional entities by providing financial planning, portfolio management, retirement plan consulting, tax support, insurance solutions, and access to alternative investments. The firm leverages affiliated businesses and a broad range of investment tools to deliver integrated financial services.

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 has worked at Aaron Wealth Advisors since 2018 and previously held roles at Northern Trust Securities, Northern Trust Bank, and Deutsche Bank. Aaron Wealth Advisors serves high-net-worth and institutional clients, including business owners, entrepreneurs, and multi-generational families, providing discretionary and non-discretionary portfolio management as well as standalone financial consulting. The firm uses an outsourced platform to access third-party managers and offers option overlay strategies, maintaining a relatively small advisor team while managing several billion in client assets.

Teresa Young is a financial advisor with First Advisors National, LLC, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. Her prior roles include positions at W&S Brokerage Services, Western Southern Life, Alliant Credit Union, and LPL Financial. She volunteers as a tax preparer and quality examiner for Ladder Up in Chicago, assisting low-wage earning families with pro bono tax preparation. 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 manager selection and tactical allocation, utilizing fundamental analysis and formal annual reviews to guide its investment process.

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.