Jessica Freiburg is a financial advisor at Avantax Planning Partners, Inc. with the PFS™ designation and two years of industry experience. She is also the managing partner of Sassetti LLC, a firm providing tax planning, audit, accounting, and advisory services. Freiburg serves as the treasurer for the Parks Foundation of Oak Park, where she manages budgeting and fundraising efforts, and volunteers as a mentor with the Illinois Wesleyan University Council for Women. Avantax Planning Partners provides investment advice and related planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs a model-based style allocation strategy overseen by an Investment Advisory Committee and offers tax-intelligent overlays and discretionary management with centralized trading and reporting.

Matthew Newton is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining Zacks, he worked in roles across logistics, education, and local government. 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 wide range of strategies and investment vehicles, serving both direct clients and other advisers.

David Rogers is a financial advisor with M HOLDINGS SECURITIES, Inc. holding Series 63 and Series 66 designations and 27 years of industry experience. He has worked at Jamieson Financial since 2018, M Holdings Securities since 2017, LPL Financial from 2012 to 2017, and Greenbridge Strategies LLC since 2012. Additionally, he is involved with Jamieson Financial Services, assisting investment advisors at Wells Fargo in designing and implementing life insurance solutions. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a comprehensive range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, supported by platform providers and third-party sub-advisors.

Patrick Kearney is a financial advisor with Lasalle St. Investment Advisors, L.L.C. He holds a Series 66 designation and has six years of industry experience. His prior work includes roles at the University of Chicago and Barnes & Noble. Lasalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses, offering both non-discretionary and discretionary management approaches.

Anna Claire Martins is a financial advisor at SpiderRock Advisors, LLC with three years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for four years before joining BlackRock Investments in 2026. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, utilizing systematic, technical, and quantitative approaches with proprietary software to manage option-based hedges and yield-enhancing overlays. The firm serves a diverse client base including asset managers, family offices, pension funds, and private funds.

Joseph Emme is a financial advisor at Merit Financial Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes positions at Purshe Kaplan Sterling Investments, The Pinnacle Financial Group, and Commonwealth Financial Network. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving approximately 20,000 clients across 66 offices, managing about $23.9 billion in assets. The firm offers coordinated wealth-management services with a focus on long-term, diversified portfolios supported by an internal Investment Management team and Investment Committee.

Richard Burridge is a CFA® charterholder with 25 years of industry experience. He currently works at Curi Capital, LLC and has been with RMB Capital Management, LLC since 2005. Curi Capital serves individuals and families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm manages approximately $9.83 billion using a long-term, fundamental, bottom-up approach to equity investing and a fundamental relative-value strategy for fixed income, supplemented by third-party managers and proprietary risk analysis.

Lazarus Goosby is a financial advisor at Northern Trust Securities, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Northern Trust Securities in 2022, he worked at Nuveen Asset Management and Nuveen Securities from 2020 to 2022, Robert W. Baird from 2019 to 2020, and Loop Capital Markets from 2010 to 2019. Outside of his advisory role, he is involved in several business activities, including electrical services, website development, and transportation. Northern Trust Securities, Inc. provides investment advisory and model-based managed account services to high-net-worth individuals and institutional clients. The firm uses a model-driven approach combining proprietary and third-party investment products, supported by platform technology and governance reviews.

Michael Cooney is a financial advisor with Calamos Wealth Management LLC, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at J.P. Morgan Securities Inc., Wells Fargo, Bank of America Private Bank, and NorthRock Partners. Calamos Wealth Management provides discretionary wealth management, financial planning, and institutional advisory services for high-net-worth individuals, family offices, endowments, private foundations, corporations, and retirement plans. The firm employs an investment process that emphasizes asset allocation, quantitative and qualitative evaluation, and ongoing monitoring, utilizing a mix of equities, fixed income, mutual funds, ETFs, and private funds.

Sean Philbin is a financial advisor at Zacks Investment Management, Inc. with two years of industry experience. He holds a Series 66 designation and has previous experience at firms including Wells Fargo Clearing Services, Cetera, Renaissance Financial, and TD Ameritrade. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm uses proprietary quantitative and qualitative models across a variety of investment strategies and also licenses indices and model portfolios to other advisers and sponsors.

Jake Eischens is a financial advisor with Curi Capital, LLC, holding CFP® and Series 65 licenses and possessing seven years of industry experience. His prior roles include positions at RMB Capital, the Comptroller of the Currency, and the University of North Dakota. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, employer retirement plans, institutions, and family offices. The firm employs a long-term, fundamental investment approach with a combination of proprietary strategies, third-party managers, and private funds.

Anne Morrissy is a CFA® charterholder with 21 years of industry experience. She is currently with Gamco Asset Management Inc. and has been associated with Gabelli & Company, Inc. since 1999 and G.distributors, LLC since 2012. Gamco Asset Management Inc. provides discretionary investment management and sub‑advisory services to a diverse client base, including institutional investors, private clients, and less common categories such as sovereign wealth funds and banking institutions. The firm employs a value-driven investment process supported by fundamental research and offers a range of customized institutional and separate-account strategies.

Adam Erickson is a financial advisor at Northern Trust Securities, Inc. in Chicago, IL, holding Series 65 and Series 63 licenses with two years of industry experience. His prior roles include positions at Morgan Stanley and several smaller firms. Northern Trust Securities, Inc. is a wholly owned subsidiary of Northern Trust Corporation that serves high-net-worth individuals, retail investors, and institutional clients through discretionary portfolio management and a model-driven investment approach, offering a range of separately managed and strategist portfolios delivered via the Fidelity Managed Account Xchange platform.

Peter Steger is a financial advisor with Kingswood Wealth Advisors, LLC and holds the ChFC® designation along with a Series 63 license. He has 43 years of industry experience, including prior roles at Cambridge Investment Research Advisors. Outside of his advisory work, he serves as president of The Efficient Edge, a company that develops actuarial-based strategies to optimize returns on life insurance, and he is involved in several nonprofit and trustee roles, including serving as board president of the Kappa Kappa Sigma House Corporation. Kingswood Wealth Advisors serves a diverse client base that includes individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm offers customized portfolio management, financial planning, and ERISA plan advisory services, utilizing an open-architecture platform and integration with affiliated financial entities, including insurance-related account management.

Todd Lestina is a financial advisor with Latitude Advisors, LLC, holding a Series 66 designation and over 20 years of industry experience. He has been with Latitude Advisors and GWN Securities, Inc. since 2009, and owns Lestina & Associates, LLC, a tax preparation and accounting firm. He is also an independent insurance agent specializing in fixed and health insurance products. Latitude Advisors serves individuals, high-net-worth clients, and various institutional and corporate entities, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of valuation-driven and momentum-based multi-asset model strategies, managing most accounts on a discretionary basis with continuous monitoring and rebalancing.

David Kudo is a financial advisor with First Advisors National, LLC, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at W&S Brokerage Services, Western Southern Life, Royal Alliance Associates, and Jhfn Sii. He has been retired since 2021. First Advisors National manages discretionary assets primarily for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment process focuses on selecting and monitoring third-party money managers, supplemented by fundamental analysis of individual securities, and typically manages accounts on a discretionary basis.

Sherwin Shenfeld is a financial advisor with World Equity Group, Inc. in Schaumburg, IL, holding the PFS™ and Series 63 designations and bringing 40 years of industry experience. He has served as president of Shenfeld & Co, Ltd, a CPA firm, since 1989 and also leads Mervana, Inc., an art dealing business. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a range of clients, including high-net-worth individuals and institutional accounts. The firm offers managed portfolios through its wrap-fee program, combining discretionary portfolio management, financial planning, and third-party money manager access.

Thomas Chrobak is a financial advisor at Gradient Advisors, LLC with 12 years of industry experience and a Series 65 designation. He has held roles at Gradient Advisors since 2022, and concurrently owns MC2 Wealth Management and Plan on College, where he provides financial planning and educational consulting services. Gradient Advisors, LLC delivers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary operating model.

Adam Spector is a CFP® professional with nine years of experience in financial advising, currently with The Mather Group, LLC in Chicago, IL. He has been with The Mather Group since 2016 in various capacities. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customizable portfolios and leverages AI tools under human oversight to support market analysis and client communications.

Jeffrey Layman is a CFA® charterholder based in Chicago, IL, with 26 years of industry experience. He has worked at Forvis Mazars Wealth Advisors, LLC since 2024 and previously spent 22 years with BKD Wealth Advisors, LLC. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, investment management, consulting, and family-office style services, managing approximately $12 billion in assets.