Edward Perry Jr. is a CFP® with 30 years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. He has been affiliated with Commonwealth Financial Network and Fitzgerald & Perry, P.C. for 18 years and has practiced law at The Law Offices of Fitzgerald & Perry since 1999. In addition to his financial advisory roles, he is president of Perry Wealth Counsel, specializing in investment, retirement planning, insurance, and fixed annuities, and operates a law office focused on estate law. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both discretionary and non-discretionary management approaches and is noted for its predominance of non-discretionary assets under management.

Shamus Fitzpatrick is a financial advisor at SpiderRock Advisors, LLC in Chicago, IL. He holds a Series 66 designation and has one year of industry experience. Prior to joining SpiderRock Advisors, he worked at BlackRock Investments, LLC. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, including asset managers, advisers, family offices, and pension funds. The firm employs systematic, technical, and rules-based processes combined with quantitative and fundamental analysis to manage option-based hedges and yield-enhancing overlays through proprietary software and real-time risk monitoring.

Kelly Carpenter is a CFP® professional with 11 years of experience in financial advising. Kelly has been with The Mather Group, LLC since 2022. Prior to joining The Mather Group, Kelly was self-employed for eight years. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by offering comprehensive financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customizable options and utilizes AI and machine-learning tools to support market analysis and client communications.

Stephen Kennedy is a financial advisor at B. Riley Wealth Advisors, Inc. with 53 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with B. Riley Wealth Management since 2002. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in assets with about 274 advisors. The firm provides a wide range of advisory services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans through multiple program structures and both proprietary and third-party investment models.

Jack Cahill is a financial advisor at The Mather Group, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Morgan Stanley and various educational and service organizations. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by 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 under human oversight to support market analysis and client communications.

Gabriel Szymarek is a financial advisor at Zacks Investment Management, Inc. with eight years of industry experience. He holds a Series 66 designation and has held prior roles at firms including LBMZ Securities, Innovator Capital Management, and Wells Fargo Clearing Services. 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 quantitative and qualitative investment process centered on earnings-estimate revisions and serves both as a direct manager and a provider of indices, model portfolios, and alternative funds across multiple distribution channels.

Charles Travis is a financial advisor with Curi Capital, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with RMB Capital Management, LLC since 2007. Curi Capital serves individuals, families, institutions, retirement plan sponsors, charitable organizations, and pooled investment vehicles through a variety of wealth management, asset management, and retirement plan services. The firm employs a long-term, fundamental investment approach combining in-house strategies with external managers and utilizes proprietary risk analysis tools to guide asset allocation.

Michael Lange is a financial advisor at Redhawk Wealth Advisors, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at AE Wealth Management, Southport Capital, and Redhawk Wealth Advisors before returning in 2023. Lange is also president of Lange Financial Advisors, Inc., where he is involved in insurance sales and services. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, and various institutional clients. The firm employs strategic and tactical asset allocation across multiple asset classes and incorporates input from a weekly investment committee.

Cody Carlson is a CFP® professional with nine years of industry experience, currently serving as an advisor at RWA Wealth Partners since 2023. Prior to joining RWA, he worked for six years at Fidelity Brokerage Services LLC and spent one year at Eastern Illinois University. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans by providing investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm’s investment approach focuses on strategic asset allocation using a wide range of vehicles, including mutual funds, ETFs, separate accounts, and private pooled vehicles, supplemented with tactical asset-allocation adjustments and customized fixed income management.

Timothy Lux is a CFP® with seven years of industry experience currently serving at Kingsview Wealth Management, LLC. His work history includes roles at Oxford Financial Group, McAdam LLC, Wilkerson & Reynolds Wealth Management, and Northwestern Mutual. He has also been involved with Kingsview Partners in various capacities. Kingsview Wealth Management serves a diverse client base, including individuals, retirement plans, trusts, foundations, and corporate entities, offering wealth management, financial planning, and asset management through a network of advisers and an internal portfolio group. The firm combines discretionary portfolio management, proprietary model strategies, and access to alternative investments to support client portfolios.

Jack Burk is a financial advisor at Arete Wealth Advisors, LLC with 22 years of industry experience. He has been with Arete Wealth Advisors and Arete Wealth Management LLC since 2008. Burk holds the Series 66 designation. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary portfolio management, investment consulting, and retirement plan advisory services, employing both advisor-driven and proprietary model allocations while acting as an ERISA fiduciary when applicable.

Jeffrey St John is a financial advisor with LPL Financial in Northbrook, IL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Ameriprise Financial Services, Independent Financial Partners, Sheridan Road Advisors, and IHT Wealth Management, where he provides investment advisory services through an independent registered investment advisor firm. He serves on the board of the Tim St. John Memorial Foundation, a nonprofit organization. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, and institutions. The firm supports a range of investment approaches through its in-house research team and a large network of investment adviser representatives, combining advisory operations with insurance and annuity product offerings.

Anthony Gedwill is a financial advisor at Silver Oak Securities, Incorporated with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Guggenheim Partners, Invesco, and Nuveen Securities. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets. The firm offers individualized portfolio management, unified managed account programs, financial planning, and third-party manager referrals, delivering investment advice primarily on a discretionary basis.

Adam Gock is a financial advisor at Ritholtz Wealth Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Tradestation Securities and Annex Wealth Management prior to joining Ritholtz in 2023. Ritholtz Wealth Management serves individual, high-net-worth, and institutional clients, offering comprehensive portfolio management, financial planning, and retirement and college planning services. The firm employs a goal-based investment approach emphasizing asset allocation and behavioral finance, utilizing diversified ETFs alongside tactical and alternative strategies, and provides both advisor-led and digital platform solutions.

Daniel Goldstein is a CFP® professional affiliated with Pure Financial Advisors, LLC, with six years of industry experience. His prior roles include positions at Capasso Planning Partners LLC, Hightower Advisers, LLC, Delphi Private Advisors, and CIBC Bank USA. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as services for trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered investment approach overseen by an Investment Committee, incorporating tax-aware techniques and specialized sub-advisers, supported by enterprise-scale infrastructure and advisor involvement in adult-education teaching.

Daniel Murphy is a financial advisor at HBW Advisory Services LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, Kevin Spahn, and Ultimate Software. In addition to his role at HBW, he is an investment advisor representative at Winfield Wealth Advisors, LLC. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm uses a blended investment approach with third-party money managers and model portfolios, serving a high client load per advisor and offering institutional and intermediary services, including sub-advisory and retirement-plan subscription options.

Travis Borton is a CFP® and Series 65-licensed advisor with 13 years of industry experience. He is affiliated with BMO Family Office, LLC in Chicago, IL, and has worked at Harris MyCFO, LLC and BMO Harris Bank since 2011. BMO Family Office serves ultra-high-net-worth individuals, families, and institutional clients by providing discretionary investment management, advisory services, and family wealth strategies. The firm’s investment approach combines quantitative and qualitative due diligence overseen by an Investment Committee and utilizes a wide range of strategies and instruments, supported by its integration with BMO Financial Corp. and affiliated entities.

Brian Zavalkoff is a CFA® charterholder with 17 years of experience at Chesley, Taft & Associates, LLC in Chicago, IL. He has worked exclusively with the firm since 2009. Chesley, Taft & Associates serves primarily high net worth individuals and related entities, offering discretionary and non-discretionary portfolio management along with personalized financial planning. The firm manages approximately $3.0 billion in assets, utilizing fundamental equity analysis and tailored asset allocation across a range of strategies.

Mitchell Bratina is a CFA® charterholder and Series 65 licensee with five years of industry experience. He has been with Chicago Partners Investment Group LLC since 2020 and previously worked at Western Digital and Iowa State University. Outside of his advisory role, he is the founder and CEO of FinTurk Inc., a fintech SaaS platform. Chicago Partners Investment Group LLC provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, trusts, nonprofits, endowments, corporations, and other entities. The firm employs a long-term, diversified, asset-allocation oriented investment approach incorporating fundamental analysis and quantitative optimization, offering services including financial planning, portfolio management, and family office consulting.

Joseph Moorhead is a CFP®-designated financial advisor with Northern Trust Securities, Inc. in Chicago, IL, bringing 29 years of industry experience. His prior roles include positions at Nuveen Securities, Tiaa, and Teachers Personal Investors Services. Moorhead has been with Northern Trust Securities since 2018. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven discretionary portfolio management through various platforms, integrating proprietary and third-party investment products with regular account reviews.