John White is a CFP® and CFA® with 17 years of industry experience, currently serving as an advisor at JMG Financial Group Ltd. since 2020. Prior to joining JMG, he spent 24 years at Nuveen Investments, LLC. JMG Financial Group Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities, providing discretionary investment management, financial advisory, retirement plan consulting, and tax consulting services. The firm manages approximately $6.36 billion in assets with a team of 64 advisors, employing a strategic asset allocation approach overseen by an investment committee and offering a range of fee structures and specialized services.

Bryant Merryman is a CFP® with 10 years of industry experience, currently advising at Mission Wealth Management, LP since 2019. His prior roles include positions at Lido Advisors, HighTower Securities, and Merrill. Mission Wealth Management, LP is a multi-team firm managing approximately $17 billion, serving high-net-worth individuals, families, and institutional clients. The firm offers wealth management, financial planning, and institutional retirement plan services, utilizing a tiered service model and a long-term investment approach that includes alternative investments and third-party sub-advisors.

Abraham Fleck is a Series 65-licensed advisor at McAdam LLC with four years of industry experience. He has been with McAdam since 2021 and has prior work experience at Meanwhile Space CIC, Vicente Foods, Indiana University, and Windward School. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm manages client accounts on a discretionary basis and employs a range of investment strategies, including fundamental analysis and specialized exposures such as direct indexing and private investment funds.

Nicholas Sonzero is a Series 65 credentialed financial advisor at Chicago Partners Investment Group LLC with three years of industry experience. He previously worked at Village Bank & Trust, N.A. and has held roles at the University of Missouri, Oakton Community College, McGrath Acura of Morton Grove, Marquette University, and North Shore Country Club. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, nonprofits, and business entities, offering family office and retirement-plan consulting. The firm follows a long-term, diversified, asset-allocation investment approach utilizing fundamental and quantitative methods across a range of strategies including mutual funds, ETFs, fixed income, and selective alternative investments.

Steven Ungaro is a financial advisor at Curi Capital, LLC in Chicago, IL, holding a Series 65 designation. He joined Curi Capital in 2025 and has prior experience at JPMorgan Chase Bank, NA, where he worked for 11 years. Before joining the financial industry, he held roles outside the sector, including positions at Glenbard District 87 and First Student. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, retirement plans, institutions, and family offices. The firm employs a long-term, fundamental investment approach across equities and fixed income, utilizing a combination of proprietary strategies, third-party managers, and private funds.

Alex Helms is a financial advisor at IHT Wealth Management LLC with nine years of industry experience. He holds the Series 66 and Series 63 licenses and has worked at firms including LPL Financial, Wells Fargo Clearing Services, J.P. Morgan Securities, Northwestern Mutual, and Fidelity Investments. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors by offering discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm’s investment approach combines fundamental value screening, quantitative optimization, and periodic rebalancing, with options strategies and tax-lot harvesting used where appropriate.

Joseph Cheff is a financial advisor at Waverly Advisors, LLC in Chicago, IL, holding a Series 65 credential with one year of industry experience. Prior to joining Waverly Advisors in 2025, he worked for nine years at Promus Holdings. 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, serving both non-HNW and high net worth clients.

Christy Pedersen is a CFP® and CFA® with 16 years of industry experience. She currently serves as a financial advisor at JMG Financial Group, Ltd., having previously worked at Rockefeller & Co. and Whitnell & Co. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities, offering discretionary investment management, financial advisory, and consulting services. The firm employs a strategic asset allocation approach overseen by an investment committee and manages approximately $6.36 billion in assets across a team of 64 advisors.

Richard Doppelt is a financial advisor at Brownson, Rehmus & Foxworth, Inc. in Chicago, IL, holding a Series 65 license with 26 years of industry experience. He has been with Brownson, Rehmus & Foxworth since 1999. Brownson, Rehmus & Foxworth provides personalized, fee-only financial counseling and non-discretionary investment advisory services to individuals, families, trusts, estates, private foundations, qualified retirement plans, and senior corporate executives. The firm emphasizes customized long-term asset allocation and diversification strategies with a focus on client authorization for all trades.

Yussef Gheriani is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and having 10 years of industry experience. He has been with IHT Wealth Management since 2016 and is also associated with LPL Financial since 2015. IHT Wealth Management serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach combining fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA consulting through a network of approximately 153 advisors.

Matthew Grubb is a CFP® professional with 22 years of experience in the financial industry. He has been with JMG Financial Group, Ltd. in Downers Grove, IL since 2006. JMG Financial Group provides wealth management, portfolio management, and consulting services to individuals, trusts, retirement plans, business entities, and charitable organizations. The firm employs a planning-based, long-term investment approach with strategic asset allocation and offers additional services such as in-house tax consulting and private investment fund advice.

Edward Kipp is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Zacks Investment Management since 2017. Zacks Investment Management provides discretionary portfolio management to a diverse client base including individuals, trusts, retirement plans, and institutional investors. The firm employs a proprietary stock-ranking system focused on earnings-estimate revisions and offers a wide range of strategies and investment vehicles, while also serving as a model provider to other advisers and sponsors.

David Mabie is a CFA® charterholder with 32 years of industry experience. He has worked at Chicago Capital, LLC since 2018 and previously spent 25 years at William Blair & Company L.L.C. Outside of his advisory role, he manages Cache Creek Ranch, an agricultural enterprise focused on livestock sales and hunting services, and serves on several nonprofit boards including the Franklin Philanthropic Foundation, Chicago High School for the Arts Foundation, and WTTW/WFMT public broadcasting. Chicago Capital provides discretionary investment management, financial planning, and consulting services to individuals, families, foundations, other registered investment advisers, and corporations. The firm employs active management combining fundamental and technical research to build individualized portfolios across multiple asset classes, overseeing more than $4.8 billion in client assets with a concentrated team of 11 advisors.

Anes Kadiric is a CFP® and Series 66-licensed advisor at Performance Wealth with eight years of industry experience. He has worked at Performance Wealth Partners, William Blair, Edward Jones, Stericycle, and Sports Made Personal. Performance Wealth Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, business entities, and retirement plans. The firm offers discretionary and non-discretionary wealth management, financial planning, and retirement plan advisory services, using customized portfolios primarily composed of low-cost mutual funds and ETFs, with a focus on long-term investment strategies and ongoing client account oversight.

Kevin Brown is a financial advisor at Sequent Planning, LLC with five years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including his current roles at Sequent Planning, Futurity First Insurance Group, and United Insurance Services. In addition to advising, he has been involved with MyCard Photo ID Products since 2014. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits, offering asset management, financial planning, and retirement-plan services. The firm uses a structured risk framework and a combination of firm-developed models, third-party managers, and customized allocations to deliver advisory services through its network of approximately 97 independent investment adviser representatives.

Jonathan Rogers is a CFP® professional with 18 years of experience in the financial industry. He has been with Forum Financial Management, LP since 2012. Outside of his advisory role, he is involved in managing a rental property in Downers Grove, Illinois. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, offering model portfolios grounded in Modern Portfolio Theory and primarily implemented with DFA institutional mutual funds and ETFs.

T Buchanan is a financial advisor with Ausdal Financial Partners, Inc. who holds Series 63 and Series 65 licenses and has 34 years of industry experience. Prior to joining Ausdal in 2021, Buchanan worked at Highpoint Advisor Group Dba Safe Harbor Retirement and LPL Financial. He is also the owner of Safe Harbor Retirement Consultants, LLC, where he is involved in insurance sales and wealth management activities. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, providing a range of discretionary and non-discretionary portfolio management options.

Benjamin Albrecht is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Curi Capital, LLC. He has been with RMB Capital Management, LLC since 2009. Curi Capital serves individuals, families, institutions, corporations, retirement plan sponsors, charitable organizations, and pooled investment vehicles, offering services such as Wealth Management, Asset Management, Retirement Plan Solutions, and Family Office Services. The firm manages approximately $9.83 billion and employs a long-term, fundamental investment approach combining in-house strategies with external managers and proprietary risk analysis.

Debra Schulz is a financial advisor at IHT Wealth Management LLC with 22 years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial, Independent Financial Partners, and 1ST Global Insurance Services. Schulz also provides administrative support to IHT Wealth Management and is involved with Mueller Wealth, a business related to her LPL affiliation. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools to manage diversified portfolios, offering services such as discretionary asset management, financial planning, and ERISA consulting through a network of approximately 153 advisors.

Erik Faust is a CFP® professional with eight years of experience, currently serving at JMG Financial Group, Ltd. in Downers Grove, IL. He has been with JMG Financial Group in various roles since 2011. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities, providing discretionary investment management, financial advisory, retirement plan consulting, and tax services when requested. The firm employs a strategic asset allocation approach overseen by an investment committee and manages approximately $6.36 billion in assets with a team of about 64 advisors.