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.

Daniel Zalipski is a CFA® charterholder with 12 years of industry experience. He is currently affiliated with Highpoint Planning Partners and previously worked at VANTAGE FINANCIAL PARTNERS Limited for 16 years. HighPoint Advisor Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and other consulting services, implementing portfolios through fundamental analysis and utilizing various investment vehicles and third-party platforms.

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 with Brownson, Rehmus & Foxworth, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses and four years of industry experience. Before joining Brownson, Rehmus & Foxworth in 2022, his background includes roles at FSC and Ernst & Young LLP. Outside of finance, he owns a custom art business creating commissioned paintings and drawings. Brownson, Rehmus & Foxworth is a fee-only, federally registered investment adviser serving individuals, families, trusts, estates, and institutions with personalized financial counseling and non-discretionary investment advisory services. The firm emphasizes tailored investment programs based on detailed client assessments, focusing on diversified, long-term asset allocation and manages several billion dollars of regulatory assets under management within a multi-team boutique structure.

Tracy Martin Jr. is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding a Series 65 credential with seven years of industry experience. He has worked at Zacks Investment Management since 2015, including a brief tenure at Morgan Stanley in 2018. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, and institutional clients, and manages mutual funds and ETFs. The firm utilizes proprietary quantitative models combined with qualitative management across diverse strategies and offers retail wealth management, alternative investments, and model portfolios through various platforms.

Henry Burke is a financial advisor at Curi Capital, LLC in Chicago, IL, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Bank of America, Merrill, Wells Fargo, and Mass Mutual. He also has a background in education, having worked in primary education and attending the University of Michigan - Stephen M. Ross School of Business. 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 using proprietary strategies, third-party managers, mutual funds, and private funds, and offers a range of services including wealth management, retirement solutions, and specialized products for medical professionals.

Matthew Kennedy is a Series 65 licensed financial advisor with The Mather Group, LLC in Chicago, IL, and has two years of industry experience. Prior to joining The Mather Group, he worked at Evergreen Gavekal and held roles at Seattle Boat Company and Elliott Bay Marina. He also spent ten years affiliated with the University of Wisconsin - Madison. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing combined financial planning, investment management, tax and estate guidance, and family office services. The firm uses an evidence-based investment approach with risk-based allocation models and offers customization options such as direct indexing and ESG factor portfolios.

Mark Gordon is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been involved with Noble Marketing Partners since 2013, where he also serves as an independent insurance agent. Additionally, he owns Gordon & Baird, Inc., through which he executes customer orders as an options broker without providing investment advice or dealing with the general public. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm employs a discretionary management approach that emphasizes third-party money managers alongside fundamental analysis and formal annual reviews to maintain portfolio suitability.

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 with 13 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase Bank, JP Morgan Securities, Hayden Royal, Great Lakes & Atlantic Wealth Managers and Advisory, and Morgan Stanley. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides financial planning, discretionary portfolio management, and retirement-plan consulting, using a combination of fundamental and technical analysis to tailor portfolios according to clients’ risk tolerance and time horizon.

Jeffrey Doblin is a CFP® and CFA® with eight years of industry experience, currently serving as a financial advisor at Forum Financial Management, LP. He has been with Forum Financial Management since 2017, with prior experience at Bourbon Financial Management and Wedbush Futures. Outside of his advisory role, he is involved in freelance writing and supports the Wilmette Park Districts through the Ouilmette Foundation. Forum Financial Management, LP provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, implementing portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

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.

Bradley Kmetz is a financial advisor with Ausdal Financial Partners, Inc. He holds Series 63 and Series 65 credentials and has 13 years of industry experience. Prior to joining Ausdal in 2024, he worked at Signature Financial Services, Ltd and First Heartland Capital Inc from 2015 to 2024 and has operated Kmetz Financial Group since 2017, providing full-service accounting and tax preparation. Kmetz also serves as treasurer for the Willowbrook Burr Ridge Chamber of Commerce. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion across more than 16,000 clients. The firm offers a range of investment advisory services with strategies tailored at the advisor level, integrating multiple custodians and third-party money managers within its multi-team platform.

Mark Strefner is a financial advisor with World Equity Group, Inc. in Oakbrook Terrace, IL, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with World Equity Group since 2008 and previously worked at American General Securities Incorporated and AIG American General Life Insurance Company. Outside of his advisory role, he is involved in student loan assistance programs and serves as a consultant and partner to fintech and insurance-related ventures. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm offers managed portfolios primarily through its wrap-fee program, combining discretionary portfolio management and access to third-party money managers with an investment approach tailored by risk tolerance.

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 in Chicago, holding a Series 66 license and 24 years of industry experience. His prior work includes roles at Merrill, Banc of America Investment Services, and LaSalle Financial Services. IHT Wealth Management serves individual, corporate, and institutional clients, offering discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm combines fundamental value screening, quantitative optimization, and periodic rebalancing in its investment process and integrates broker-dealer activities alongside advisory services.

Ted Berman is a financial advisor with Ausdal Financial Partners, Inc. in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Ausdal since 2009. Outside of his advisory role, Berman is involved in advanced tax planning and business consulting through an LLC he owns, and he also manages healthcare software licenses related to chronic care management systems. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, implementing strategies across a range of asset types with both discretionary and non-discretionary management.

Cole Handelman is a financial advisor at The Mather Group, LLC in Chicago, IL, holding a Series 65 designation. He has recent experience with Northstar Investment Management and has worked in various roles since 2018, including at Tulane and New Trier Township. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering a range of services including financial planning, investment management, tax and estate planning, and family office support. The firm utilizes an evidence-based investment approach with customizable portfolio options and incorporates AI and machine-learning tools under human oversight.

Grace Salvino is a financial advisor at Performance Wealth with one year of industry experience. She holds a Series 65 designation and has prior experience at William Blair & Co., L.L.C., as well as academic roles at The University of Chicago Booth School of Business and The University of Michigan. Performance Wealth serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, managing over $4 billion in client assets. The firm employs a primarily long-term, portfolio-focused investment approach using diversified allocations with low-cost mutual funds and ETFs, supplemented by individual securities and alternative investments when appropriate.