Nick Megremis is a financial advisor at Northern Trust Securities, Inc. with 23 years of industry experience. He holds a Series 66 designation and has been with Northern Trust Securities since 2015 in Chicago, IL. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that provides discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients with portfolios that combine proprietary and third-party products, supported by advisory, brokerage, and custody services.

Timothy Woods is a financial advisor with VestGen Advisors, LLC in Chicago, IL, holding a Series 66 designation and 22 years of industry experience. His background includes roles at William Blair, Cabot Lodge Securities, CL Wealth Management, Wentworth Management Services, and Hightower Advisors. He also serves as Chief Compliance Officer and Chief Legal Officer for related VestGen entities. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients through discretionary and non-discretionary investment management, financial planning, and retirement plan services, utilizing a blend of analytical methods and third-party managers to implement portfolios.

Nathaniel Coleman is a financial advisor at Brownson, Rehmus & Foxworth, Inc. with four years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Ernst & Young LLP and Fsc. Outside of finance, he owns a custom art business where he creates paintings and drawings for commission. Brownson, Rehmus & Foxworth, Inc. provides personalized, fee-only financial counseling and non-discretionary investment advisory services to high-net-worth individuals, families, and institutional clients. The firm emphasizes customized long-term asset allocation with a focus on diversification and client-directed trade execution.

Tracy Martin Jr. is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding a Series 65 credential with six years of industry experience. He has been with Zacks Investment Management since 2015, with a brief tenure at Morgan Stanley in 2018. 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 investment process centered on earnings-estimate revisions and offers a range of strategies and investment vehicles, serving both direct clients and third-party advisers.

Henry Burke is a financial advisor at Curi Capital, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Wells Fargo, and Mass Mutual. His background also includes time at the University of Michigan - Stephen M. Ross School of Business. Curi Capital serves individuals and families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental, bottom-up investment approach for equities and a relative-value strategy for fixed income, combining in-house and external managers to provide wealth management, asset management, retirement plan solutions, and family office services.

Matthew Kennedy is a financial advisor at The Mather Group, LLC in Chicago, IL, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Evergreen Gavekal and Seattle Boat Company. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and provides customization options such as direct indexing and ESG factor portfolios.

Christopher Fallon is a financial advisor at Centennial Securities Company, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has worked at Claymore Securities, Inc. since 2010 and joined Centennial Securities in 2025. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets with around 30 advisors. The firm serves individuals, trusts and estates, retirement plan sponsors, foundations, and business entities, offering discretionary and non-discretionary investment management, financial planning, and access to third-party manager programs.

Charles Brey is a CFP® professional with 10 years of industry experience. He is currently with Curi Capital, LLC and has been associated with RMB Capital Management since 2014. Curi Capital serves a diverse client base including individuals, families, institutions, corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental investment approach for equities and a relative-value strategy for fixed income, combining in-house and external management with proprietary risk analysis tools.

Nick Moylan is a financial advisor at FourStar Wealth Advisors, LLC in Chicago, IL, holding a Series 66 designation with 13 years of industry experience. His prior roles include positions at JP Morgan Securities, JP Morgan Chase Bank, Great Lakes & Atlantic Wealth Managers and Advisory, Hayden Royal, and Morgan Stanley. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs both fundamental and technical analysis to manage client assets across a variety of investment vehicles, including mutual funds, ETFs, individual securities, options, and third-party managers, with portfolios tailored to risk tolerance and time horizon.

Narsai Toma is a financial advisor with Northern Trust Securities, Inc. He holds a Series 66 designation and has eight years of industry experience, including prior roles at Merrill and Northeastern Illinois University. He is based in Chicago, IL. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that provides discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients with portfolios that include proprietary and third-party products, combining advisory, brokerage, and custody services.

Paul Berghoff Jr. is a financial advisor with Centennial Securities Company, Inc. He holds Series 63 and Series 66 designations and has 30 years of industry experience. His career includes over 10 years with Centennial Securities and ongoing involvement with Berghoff & Company, Inc., where he also serves as president. Outside of financial advising, he operates Season Seats LLC, which provides client entertainment and travel experiences. Centennial Securities Company, Inc. offers discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, and various institutional entities. The firm’s investment approach combines fundamental and technical analysis with tailored portfolios using proprietary and third-party models, serving a diverse client base including corporate pension plans and foundations.

Orlando Ochoa is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and 23 years of industry experience. He has been affiliated with IHT Wealth Management, LPL Financial, and Lpl Insurance Associates since 2014. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative tools to manage diversified model portfolios and offers a range of investment strategies including discretionary asset management and financial planning through a network of 153 advisors.

Belinda Lusk is a financial advisor at Compass Financial Management LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Halo Securities LLC, Sentinus, LLC, and Ausdal Financial Partners, Inc. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm offers discretionary portfolio management and retirement plan consulting, utilizing a multi-disciplinary investment process across various asset classes.

James Ogara is a financial advisor at Chicago Partners Investment Group LLC with 11 years of industry experience. He has been with Chicago Partners Wealth Advisors since 2014. Ogara holds Series 63 and Series 65 designations. Chicago Partners Investment Group LLC serves a diverse client base, including individuals, trusts, not-for-profits, endowments, and corporations. The firm employs a long-term, diversified investment approach and offers customized portfolio management, financial planning, retirement services, and an automated advisory program.

Christopher Tate is a CFA® charterholder at Curi Capital, LLC with one year of industry experience. He previously worked at Morningstar, Deloitte, and CBS Financial. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, employer retirement plans, institutions, mutual funds, private funds, and family offices. The firm employs a long-term, fundamental investment approach focused on equities and fixed income and offers a variety of services including wealth management, retirement plan solutions, and specialized products for medical professionals.

Maisa Ahmad is a financial advisor at Northern Trust Securities, Inc. with 16 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Northern Trust Securities, Inc. provides investment advisory and model-based managed account services to high-net-worth individuals and institutional clients. The firm utilizes model-driven strategies combining proprietary and third-party products, supported by governance reviews and technology platforms for portfolio implementation and monitoring.

Matthew Jamieson is a financial advisor with M HOLDINGS SECURITIES, Inc. in Northfield, IL, holding Series 63 and Series 65 credentials and 15 years of industry experience. He is president of Jamieson Financial Services, LLC and Jamieson and Associates, Ltd., and serves as vice president of Jamieson Financial, a life settlement brokerage firm. Jamieson is also active in community organizations, serving on the board of the Greater North Shore Estate & Financial Planning Council and participating in the Cherry Scholarship Fund committee. M HOLDINGS SECURITIES, Inc. provides a range of advisory and brokerage services to individuals, retirement plans, charitable organizations, and businesses nationwide through independent Member Firms. The firm delivers investment management through financial professionals and third-party sub-advisors, offering various programs and ongoing monitoring tailored to client suitability.

Salvatore Esposito is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding a Series 66 designation with 14 years of industry experience. His prior experience includes a 12-year tenure at UBS Financial Services. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm integrates quantitative and qualitative analysis through proprietary models, offering a broad range of strategies and serving both direct clients and third-party advisers via its wholesaling and model licensing businesses.

Elias Friedman is a CFP® professional with 33 years of industry experience, currently affiliated with Mariner Independent. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he owns and operates a business selling inflatable products and towels. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s platform offers access to model portfolios, third-party managers, and retirement plan solutions, supported by affiliations with institutional and retirement plan resources.

Rudolph Litavsky is a CFP® with six years of experience in the financial industry. He is affiliated with LaSalle St. Investment Advisors, L.L.C. and has worked at Innovator Capital Management, LLC and Foreside Fund Services, LLC since 2020. He also has prior experience with Innovative Decorating. Outside of advisory work, he is involved in fixed insurance activities. LaSalle St. Investment Advisors offers 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 provides both non-discretionary and discretionary management programs, including client-approved assets through its LaSalle St. Asset Management Program (LAMP) and managed discretionary portfolios utilizing diversified asset classes.