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.

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 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.

Patrick Donohue is a financial advisor at Ausdal Financial Partners, Inc. with three years of industry experience. He holds the Series 65 designation and has worked in various roles including as an agent providing life and health insurance services. Donohue’s background includes experience with BCH Wealth Management, LLC, and involvement in non-investment business activities such as managing insurance needs for individuals and small businesses. Ausdal Financial Partners serves a diverse client base including individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion across more than 16,000 clients. The firm offers tailored investment strategies through advisor-managed and separately managed accounts, leveraging multiple custodians and third-party managers in both discretionary and non-discretionary formats.

Matt Goren is a CFP®-designated financial advisor at Main Street Financial Solutions, LLC with one year of industry experience. He serves as Chief Strategy Officer for Danko Education, a financial education firm, and is also Director of Curriculum for the Global Financial Planning Institute. His prior roles include positions at Farther Finance Advisors and CeriFi. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs an academic-based, multi-asset class investment approach focused on mutual funds and low-cost ETFs, while also utilizing actively managed funds and alternative investment platforms.

Grace Stewart is a financial advisor at The Mather Group, LLC with one year of industry experience. She holds a Series 65 designation and worked in education for 11 years prior to joining The Mather Group. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering comprehensive financial planning, investment management, tax and estate planning, and family office services. The firm follows an evidence-based investment approach with customizable portfolio solutions and integrates AI tools under human oversight for market analysis and client communications.

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 designations and 26 years of industry experience. She has worked at 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. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.