David Rogers is a financial advisor with M HOLDINGS SECURITIES, Inc. holding Series 63 and Series 66 designations and 27 years of industry experience. He has worked at Jamieson Financial since 2018, M Holdings Securities since 2017, LPL Financial from 2012 to 2017, and Greenbridge Strategies LLC since 2012. Additionally, he is involved with Jamieson Financial Services, assisting investment advisors at Wells Fargo in designing and implementing life insurance solutions. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a comprehensive range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, supported by platform providers and third-party sub-advisors.

Patrick Kearney is a financial advisor at LaSalle St. Investment Advisors, L.L.C. He holds a Series 66 designation and has six years of industry experience. His prior work includes roles at the University of Chicago and Barnes & Noble. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, managing a significant portion of assets on a non-discretionary basis.

Anna Claire Martins is a financial advisor at SpiderRock Advisors, LLC with three years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for four years before joining BlackRock Investments in 2026. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, utilizing systematic, technical, and quantitative approaches with proprietary software to manage option-based hedges and yield-enhancing overlays. The firm serves a diverse client base including asset managers, family offices, pension funds, and private funds.

Joseph Emme is a financial advisor with Merit Financial Advisors in Deerfield, IL, holding Series 63 and Series 65 licenses and having three years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, The Pinnacle Financial Group, and Commonwealth Financial Network. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified asset allocation approach managed through centrally overseen model portfolios, with services delivered by a network of investment adviser representatives.

Richard Burridge is a CFA® charterholder with 26 years of industry experience. He is currently with Curi Capital, LLC and previously worked at RMB Capital Management, LLC for 21 years and UBS Financial Services for 5 years. Curi Capital provides wealth management, investment management, retirement plan consulting, family office services, and a subscription service for early-career medical professionals. The firm serves individuals, high-net-worth clients, and institutional clients, employing a long-term, fundamentally driven investment approach across various portfolios and fund structures.

Lazarus Goosby is a financial advisor at Northern Trust Securities, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Northern Trust Securities in 2022, he worked at Nuveen Asset Management and Nuveen Securities from 2020 to 2022, Robert W. Baird from 2019 to 2020, and Loop Capital Markets from 2010 to 2019. Outside of his advisory role, he is involved in several business activities, including electrical services, website development, and transportation. Northern Trust Securities, Inc. provides investment advisory and model-based managed account services to high-net-worth individuals and institutional clients. The firm uses a model-driven approach combining proprietary and third-party investment products, supported by platform technology and governance reviews.

Michael Cooney is a financial advisor with Calamos Wealth Management LLC, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at J.P. Morgan Securities Inc., Wells Fargo, Bank of America Private Bank, and NorthRock Partners. Calamos Wealth Management provides discretionary wealth management, financial planning, and institutional advisory services for high-net-worth individuals, family offices, endowments, private foundations, corporations, and retirement plans. The firm employs an investment process that emphasizes asset allocation, quantitative and qualitative evaluation, and ongoing monitoring, utilizing a mix of equities, fixed income, mutual funds, ETFs, and private funds.

Xavier Patino is a financial advisor at NFSG Corporation with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Newbridge Securities Corp, J.P. Morgan Securities, and JP Morgan Chase Bank NA. Outside of his advisory role, Patino manages a transportation logistics company providing freight solutions. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers discretionary and non-discretionary asset management, third-party manager selection, and financial planning, tailoring portfolios to client objectives using a combination of fundamental, technical, and cyclical analysis.

Sean Philbin is a financial advisor at Zacks Investment Management, Inc. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Wells Fargo Clearing Services, Cetera, Renaissance Financial, and TD Ameritrade. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, and institutional clients. The firm integrates proprietary quantitative models with qualitative portfolio management across a range of strategies and manages affiliated mutual funds and ETFs.

Jake Eischens is a CFP® and holds a Series 65 license, with seven years of industry experience. He currently works at Curi Capital, LLC in Chicago, IL, and previously held positions at RMB Capital and the Comptroller of The Currency. Before entering the financial industry, he worked at the University of North Dakota. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients, including plan sponsors and pooled investment vehicles. The firm utilizes a long-term, fundamentally driven investment approach across a range of strategies and offers both discretionary and non-discretionary services.

Adam Erickson is a financial advisor at Northern Trust Securities, Inc. in Chicago, IL, holding Series 63 and Series 65 credentials with two years of industry experience. His prior roles include positions at Morgan Stanley, PHMG, and Florida Financial Advisors. Northern Trust Securities, Inc. provides discretionary portfolio management primarily for high-net-worth individuals, retail investors, and institutional clients through a model-driven approach that uses Separately Managed Accounts and other managed portfolio services delivered via the Fidelity Managed Account Xchange platform.

Peter Steger is a financial advisor with Kingswood Wealth Advisors, LLC and holds the ChFC® designation along with a Series 63 license. He has 43 years of industry experience, including prior roles at Cambridge Investment Research Advisors. Outside of his advisory work, he serves as president of The Efficient Edge, a company that develops actuarial-based strategies to optimize returns on life insurance, and he is involved in several nonprofit and trustee roles, including serving as board president of the Kappa Kappa Sigma House Corporation. Kingswood Wealth Advisors serves a diverse client base that includes individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm offers customized portfolio management, financial planning, and ERISA plan advisory services, utilizing an open-architecture platform and integration with affiliated financial entities, including insurance-related account management.

Todd Lestina is a financial advisor with Latitude Advisors, LLC, holding a Series 66 designation and over 20 years of industry experience. He has been with Latitude Advisors and GWN Securities, Inc. since 2009, and owns Lestina & Associates, LLC, a tax preparation and accounting firm. He is also an independent insurance agent specializing in fixed and health insurance products. Latitude Advisors serves individuals, high-net-worth clients, and various institutional and corporate entities, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of valuation-driven and momentum-based multi-asset model strategies, managing most accounts on a discretionary basis with continuous monitoring and rebalancing.

David Kudo is a financial advisor with First Advisors National, LLC, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at W&S Brokerage Services, Western Southern Life, Royal Alliance Associates, and Jhfn Sii. He has been retired since 2021. First Advisors National manages discretionary assets primarily for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment process focuses on selecting and monitoring third-party money managers, supplemented by fundamental analysis of individual securities, and typically manages accounts on a discretionary basis.

Adam Spector is a CFP® professional with nine years of experience in financial advising, currently with The Mather Group, LLC in Chicago, IL. He has been with The Mather Group since 2016 in various capacities. 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 customizable portfolios and leverages AI tools under human oversight to support market analysis and client communications.

Brett Heniss is a financial advisor at Financial & Tax Architects, LLC with a Series 65 credential and one year of industry experience. Prior to joining Financial & Tax Architects, he worked at Power Home Remodeling, Penny Mustard Furnishings, Northwestern Mutual, and Raymour & Flanagan. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” using exchange-traded funds, individual securities, and trend-aware rebalancing, with most client relationships managed on a discretionary basis.

Nicholas Grose is a financial advisor with Bay Colony Advisors, holding a Series 65 designation and two years of industry experience. Prior to joining Bay Colony Advisors in 2024, he worked at Patomak Global Partners and Alfta GIF, and has academic experience from George Mason University and Ohio University. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients by providing comprehensive financial planning, portfolio management, retirement plan consulting, and related advisory services. The firm combines family-office and concierge services with institutional retirement fiduciary offerings, employing a fundamental, long-term investment approach alongside access to model portfolios and third-party sub-advisers.

Kurt Yndestad is a financial advisor with IHT Wealth Management LLC in Chicago, IL, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His prior roles include positions at J.P. Morgan Chase Bank NA and J.P. Morgan Securities Inc. Yndestad has been with IHT Wealth Management and LPL Financial since 2019. IHT Wealth Management serves individual, corporate, and institutional clients, offering discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm employs a combination of fundamental value screening, quantitative optimization, and portfolio rebalancing, incorporating proprietary model portfolios and third-party managers tailored to clients’ objectives and risk tolerances.

Christopher Burke is a financial advisor with Apollon Wealth Management, LLC, holding Series 63 and Series 65 licenses and 20 years of industry experience. He previously worked at Podesta Capital Advisors, Podesta & Co., and J.P. Morgan Securities. Outside of Apollon, he serves as Managing Partner at Podesta Capital Advisors (PCA), LLC. Apollon Wealth Management is a multi-team SEC-registered adviser managing approximately $11.56 billion in assets through a network of 145 advisors. The firm serves individuals, families, family offices, trusts, businesses, and other entities, employing a combination of fundamental analysis, tactical allocations, ESG models, and technology tools within a hybrid investment approach that includes pooled vehicles, sub-advisory services, and portfolio management for insurance-dedicated funds.

Wayne Hoffman is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LBMZ Securities Inc, Zacks Investment Management, and Arrow Investment Advisors, LLC. 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 using proprietary Zacks models and offers a range of strategies and investment vehicles across retail, institutional, and third-party distribution channels.