Christopher Graff is a CFA® charterholder with 11 years of industry experience. He is affiliated with Curi Capital, LLC and has worked at RMB Capital Management since 2005. Curi Capital serves a diverse client base including individuals, families, institutions, retirement plan sponsors, and charitable organizations. 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.

Anna Read is a financial advisor at Chicago Partners Investment Group LLC with three years of industry experience. She holds a Series 65 designation and has previously worked at Robert W. Baird. Her background includes roles outside of finance, such as positions at Texas Christian University and the River Club of Mequon. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, not-for-profit plans, endowments, corporations, and other business entities. The firm employs a long-term, diversified, asset-allocation approach combining fundamental analysis with quantitative optimization across various investment vehicles, including mutual funds, ETFs, and structured notes.

Stacey Sargent is a CFP® and CFA® with 31 years of experience in the financial industry. She has worked at Chicago Capital, LLC since 2018 and previously spent 20 years at William Blair & Company L.L.C. Chicago Capital provides discretionary investment management, financial planning, and consulting services to individuals, families, foundations, and corporations. The firm employs an active management approach that combines fundamental and technical research to build individualized portfolios across multiple asset classes, with a focus on long-term portfolio value and risk mitigation.

Richard Fradin is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Chicago Capital, LLC. He previously worked at CastleArk Management, Armitage Investment Advisors, and Rail-Splitter Capital Management. Chicago Capital provides discretionary investment management, financial planning, and consulting services to individuals, families, foundations, registered investment advisers, and corporations. The firm employs an active management approach combining fundamental and technical research to construct diversified portfolios, managing over $4.8 billion in client assets with a team of 11 advisors.

Jonathan Novy is a financial advisor at Ritholtz Wealth Management with 19 years of industry experience. He holds a Series 66 designation and has worked at several firms, including RWM Insurance Services and Sheridan Road Advisors. Ritholtz Wealth Management serves individual and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and college financial planning. The multi-team firm manages approximately $9.4 billion in assets and employs a goal-based investment process that incorporates behavioral finance, diversified low-cost ETFs, and tactical overlays, along with digital platforms for model portfolio implementation and management.

Jarret Blum is a financial advisor at Oxford Financial Group, Ltd with 24 years of industry experience. He holds the Series 66 designation and has worked at firms including JP Morgan Chase Bank, Charles Schwab, and Morgan Stanley. Oxford Financial Group, Ltd serves ultra high-net-worth individuals, families, and institutional clients by providing family office and chief investment officer services, comprehensive financial and estate planning, and fiduciary trust administration. The firm emphasizes diversified asset allocation across public and alternative asset classes, employing dedicated investment teams and customized investment solutions.

Samuel Sadkhin is a financial advisor at Alera Investment Advisors, LLC with a Series 66 designation and one year of industry experience. He has previously worked at firms including Osaic Wealth, Hard Hat Hub, and PreScouter. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, institutions, and employer-sponsored retirement plans. The firm employs a primarily long-term, fundamental-analysis approach and integrates its services with insurance and pension-consulting platforms.

Richard Pucci Sr. is a financial advisor at Maridea Wealth Management with 23 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial LLC and Securities America Advisors, Inc. He is also the author of a memoir. Maridea Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $959 million in assets and employs a long-term investment approach centered on diversified, low-cost mutual funds and ETFs, supplemented by individual securities and independent sub-advisers.

Thomas Hagerman is a financial advisor at The Mather Group, LLC with one year of industry experience. He holds a Series 65 designation and has worked at The Mather Group since 2022. Prior to his current role, he held positions at Skypoint Ventures and has academic experience at Indiana University - Bloomington. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing comprehensive 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 offers customized portfolio options, utilizing third-party AI tools alongside human oversight.

Allan Myer is a financial advisor at Curi Capital, LLC with 22 years of industry experience. He holds the Series 65 and Series 66 licenses and has worked at RMB Capital Management for the past 10 years. Additionally, Allan has been involved with MediaWorks Corporate Communications since 1997. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets. The firm serves individuals, employer retirement plans, institutions, mutual funds, private funds, and family offices using a long-term, fundamental investment approach combining proprietary strategies, third-party managers, and private funds.

Cesar Pena is a CFP® professional with 25 years of industry experience, currently serving at Northern Trust Securities, Inc. since 2024. His prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC, among others. Based in Chicago, IL, he holds Series 63 and Series 65 licenses. Northern Trust Securities, Inc. offers discretionary portfolio management through a model-driven wrap fee program, serving high-net-worth individuals, retail investors, and institutional clients. The firm utilizes a mix of proprietary and third-party investment products, with a governance process to oversee model providers and regular account reviews to ensure suitability and performance.

Joseph Zabratanski is a financial advisor at Donaldson Capital Management LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Donaldson Capital Management since 2011. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to both individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to manage income- and growth-oriented portfolios, serving a diverse client base that includes banking institutions, insurance companies, and municipal plan sponsors.

Trevor Isham is a CFP® with 13 years of industry experience. He is currently with Curi Capital, LLC and has been with RMB Capital Management since 2013. 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 investment approach across equity and fixed income strategies, combining in-house management with external managers and proprietary risk analysis tools.

Bryce Morgan is a CFP® with three years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors since 2022. He previously worked at Robert W Baird & Co. and has held various roles during his time at the University of Wisconsin - Madison. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base, including high-net-worth individuals, institutions, trusts, and charitable organizations. The firm utilizes fundamental, technical, and cyclical analysis alongside proprietary valuation models to manage portfolios, offering both discretionary and non-discretionary arrangements.

Jeffrey Pearsall is a CFP® with 26 years of industry experience, currently serving at Curi Capital, LLC. He has been with RMB Capital Management, LLC since 2005. He is also a figurehead director of Encore Inc and JWE Enterprise. Curi Capital serves individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental investment approach and manages approximately $9.83 billion across various account types and strategies.

David Hattas is a financial advisor at The Mather Group, LLC in Chicago, IL. He holds a Series 65 designation and has one year of industry experience. Prior to joining The Mather Group, he worked at Windy City Wire and spent eight years in full-time education. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and offers customization options such as direct indexing and ESG factor portfolios.

Joel Schoenmeyer is a financial advisor at Sapient Capital LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Fifth Third, BMO Family Office, BMO Harris Bank, Loeb & Loeb, and Northern Trust. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm employs a primarily long-term investment process combining fundamental and technical analysis to build diversified portfolios while acting as a fiduciary for retirement accounts.

Peggy Nourie is a financial advisor with Centennial Securities Company, Inc. in Chicago, IL, holding Series 63 and Series 66 designations and possessing 42 years of industry experience. She has been with Centennial Securities since 2012. Centennial Securities Company, Inc. offers discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, corporate plans, trusts, foundations, and other entities. The firm’s investment advice is delivered through its representatives, with portfolios tailored using fundamental and technical analysis, strategic asset allocation, and both proprietary and third-party models.

Aaron Ayala is a Series 65-licensed financial advisor with Curi Capital, LLC in Chicago, IL, and has three years of industry experience. He has worked at RMB Capital Management since 2019 and was a student prior to that. Curi Capital serves a diverse client base including individuals, families, institutions, corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm manages approximately $9.83 billion and employs a long-term, fundamental, bottom-up approach to equity investing alongside a fundamental relative-value strategy for fixed income, combining in-house and external managers supported by proprietary risk analysis tools.

Faizan Arby is a financial advisor at Northern Trust Securities, Inc. with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Northern Trust Company, Goldman Sachs & Co. LLC, and Northern Trust Securities, Inc. since 2014. 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 discretionary portfolio management through model-driven strategies that include proprietary and third-party products, with services delivered via the Fidelity Managed Account Xchange platform.