Tristan Carone is a financial advisor with VestGen Advisors, LLC in Chicago, IL, holding a Series 66 license and beginning his advisory career in 2025. Prior to joining VestGen, he worked in various roles including at Private Client Services and Hyvee. VestGen Advisors manages approximately $6.66 billion for a diverse client base including individuals, small businesses, and institutional clients. The firm employs a client-specific investment approach using fundamental, technical, and quantitative analysis along with modern portfolio theory, and offers a range of services including discretionary and non-discretionary management and ERISA 3(21) retirement plan services.

Joshua Vick is a financial advisor at Chicago Partners Investment Group LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Beltmann Relocation, Target Corporation, and the University of North Dakota. Chicago Partners Investment Group LLC serves a diverse client base including individuals, trusts, not-for-profits, and corporations, offering services such as portfolio management, financial planning, retirement plan consulting, and family-office reporting. The firm employs a long-term, diversified investment approach and sponsors affiliated pooled investment vehicles, including private funds launched in 2021.

Frank Aiello is a Series 65-licensed advisor at Chicago Partners Investment Group LLC with nine years of industry experience. He has been with Chicago Partners since 2016 and is also a partner at TKF Homes, where he is involved in home flipping. Chicago Partners Investment Group serves a diverse client base, including individuals, trusts, nonprofits, and corporations, offering portfolio management, financial planning, retirement services, and family-office reporting. The firm employs a long-term, diversified investment approach utilizing fundamental analysis and a variety of strategies, including direct indexing and tax-loss harvesting.

Laura Chiaramonte is a financial advisor at LaSalle St. Investment Advisors, L.L.C. She holds a Series 65 designation and has one year of industry experience. Laura has been affiliated with LaSalle St. Securities–Dennis R. Tierney since 2005. 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 non-discretionary and discretionary investment programs, utilizing asset-allocation models and a variety of investment vehicles.

David Miller is a financial advisor at Northern Trust Securities, Inc. in Chicago, IL, holding Series 63 and Series 66 licenses with three years of industry experience. His background includes roles at Northern Trust Securities and J.P. Morgan Securities, as well as JPMorgan Chase Bank. 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 Separately Managed Accounts and Strategist UMAs, combining advisory, brokerage, and custody services.

Jacob Temple is a financial advisor at Northern Trust Securities, Inc. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Northern Trust Securities in 2025, he worked at Charles Schwab for one year and has a varied background including roles outside the financial industry. 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 separately managed accounts and other managed portfolios delivered via the Fidelity Managed Account Xchange platform.

Mark Aloisio is a financial advisor at Waverly Advisors, LLC in Chicago, IL, holding Series 63 and Series 65 licenses with 17 years of industry experience. He previously worked at Jpmorgan Securities LLC and Promus Capital, LLC. Aloisio serves on the board of Maryville, attending quarterly meetings. 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 and offers a range of financial planning and multi-family office services.

Janek Pedersen is a CFP® professional with 20 years of industry experience, currently serving at Curi Capital, LLC. He has been with RMB Capital Management, LLC since 2010. Curi Capital serves a diverse client base including individuals, families, institutions, retirement plan sponsors, and charitable organizations, managing approximately $9.83 billion. The firm employs a long-term, fundamental investment approach combining in-house strategies with external managers and proprietary risk analysis tools.

Joshua Carucci is a financial advisor at The Mather Group, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and McAdam LLC. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing 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 customization options, combining technology-driven tools with human oversight.

James Palermo is a CFP® and CFA® with five years of industry experience. He has worked at Chicago Partners Investment Group LLC since 2020 and previously spent 29 years at Chicago Equity Partners. He also held a position at Retirewise CFP from 2022 to 2023. Chicago Partners Investment Group LLC serves a diverse client base, including individuals, trusts, endowments, and corporations, offering portfolio management, financial planning, and family-office services. The firm employs a long-term, diversified investment approach with customized portfolios and sponsors affiliated pooled investment vehicles, including private funds.

Matthew Fuhrman is a financial advisor with Lasalle St. Investment Advisors, L.L.C., holding CFP® and Series 66 designations and bringing 10 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Outside of his advisory work, he is involved in life, health, annuities, and fixed insurance sales through Streamline Financial. 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, including a notable predominance of non-discretionary assets under management.

Nathan Jefferson is a CFP® with two years of industry experience and has been with Ritholtz Wealth Management since 2022. He is also affiliated with Michigan State University, where he has worked since 2019. Ritholtz Wealth Management serves individual and institutional clients, offering comprehensive portfolio management and financial planning services. The firm employs a goal-based investment process that incorporates asset allocation and behavioral finance principles, utilizing diversified ETFs alongside tactical overlays and alternative investments, supported by digital platforms for portfolio implementation and management.

John Storrs Jr. is a financial advisor with Northern Trust Securities, Inc. He holds Series 66, Series 63, and Series 65 licenses and has 28 years of industry experience. Mr. Storrs has been with Northern Trust Securities, Inc. since 2006, with a brief break before rejoining in 2025. Northern Trust Securities, Inc. provides discretionary portfolio management through a wrap fee program serving high-net-worth individuals, retail investors, and institutional clients. The firm uses a model-driven approach to manage portfolios that include proprietary and third-party products, combining advisory, brokerage, and custody services.

Owen Duncan is a Certified Financial Planner (CFP®) with nine years of industry experience. He is currently with Curi Capital, LLC and previously worked at RMB Capital Management LLC and The Prudential Insurance Company of America. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets and serving individuals, employer retirement plans, institutions, mutual funds, private funds, and family offices. The firm follows a long-term, fundamental investment approach using a combination of proprietary strategies, third-party managers, mutual funds, and private funds.

Nicholas Wilkins is a financial advisor with Merit Financial Advisors in Chicago, IL, holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. He previously worked at Blue Print Wealth Advisors and Commonwealth Financial Network for 13 years before joining Merit Financial Advisors and Purshe Kaplan Sterling in 2025. Wilkins is the owner of Huron Leavitt LLC, a non-investment-related business. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices and managing approximately $23.9 billion in client assets. The firm emphasizes long-term, diversified portfolios managed through a combination of centrally managed models and advisor customization, offering coordinated wealth management services and specialized fiduciary and trustee offerings.

Reginald Smith is a financial advisor at Zacks Investment Management, Inc. with three years of industry experience. He previously worked at J.P. Morgan Securities LLC for three years before joining Zacks. Zacks Investment Management provides discretionary investment management services to individuals, trusts, retirement plans, and institutional clients, offering a range of strategies including all-cap core, dividend, quantitative, international, sector, fixed-income, and long/short approaches. The firm integrates proprietary quantitative models with qualitative management and distributes its strategies through wrap-fee and unified managed account programs.

Brandon Mull is a CFP®, CFA®, and Series 66-licensed advisor with eight years of industry experience. He currently works at Savvy and previously held roles at Zhang Financial LLC, Morgan Stanley, and TransMarket Group. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, corporations, and other entities. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a parent technology platform and third-party tools.

Brian M. Ahern is a ChFC® credentialed financial advisor with 25 years of industry experience. He is currently with VestGen Advisors, LLC and has prior experience at The LAT Group, Raymond James Financial Services, and Merrill. Based in Chicago, IL, he has held various roles in both advisory and private client services. VestGen Advisors, LLC manages approximately $6.66 billion for about 22,790 clients through 53 advisors, offering a range of investment management, financial planning, and ERISA 3(21) retirement plan services. The firm employs a client-specific strategy development process that incorporates fundamental, technical, and quantitative analysis alongside modern portfolio theory and serves a diverse client base including institutional investors.

Christian Whittemore is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding a Series 66 designation with 23 years of industry experience. He has been with Zacks Investment Management since 2002. 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 combining quantitative and qualitative analysis, offering a broad range of strategies and serving both direct clients and third-party advisers through model portfolios and indices.

Craig Norris is a CFP® with three years of industry experience, currently affiliated with Mariner Independent in Chicago, IL. He has held advisory roles at Archiwealth and Mariner Platform Solutions and serves on the advisory board of The H Foundation, a nonprofit focused on cancer research. Additionally, he creates content for an internet-based sports media channel called Game On Media. Mariner Independent provides investment advisory, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers access to model portfolios, third-party managers, and a range of retirement plan services, supported by institutional affiliations that enhance its investment and fiduciary capabilities.