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. with one year of industry experience. She holds a Series 65 credential and has worked at 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 mix of mutual funds, ETFs, equities, fixed income, and options, with a notable predominance of non-discretionary assets under management.

Vincenzo Nardi is a CFP® and holds a Series 65 license with seven years of industry experience. He has worked at Forum Financial Management, LP since 2018 and previously was involved with Alberta Investments LLC and his own practice, Vince Nardi. Outside of his advisory role, he is also an insurance agent providing insurance sales and services. Forum Financial Management, LP offers fee-based wealth management, financial planning, and qualified plan services 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 based on Modern Portfolio Theory.

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.

Andrew Egan is a financial advisor at Sequent Planning, LLC with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Sequent Planning since 2019. Prior to this, he was employed at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. Outside the advisory business, Egan works as a security guard at Wrigley Field. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations by offering asset management, financial planning, and retirement-plan services. The firm uses a structured risk framework with diversified manager and style exposures and provides ongoing investment communications and newsletters to clients.

Joshua Carucci is a financial advisor with The Mather Group, LLC in Chicago, IL, holding a Series 66 designation and nine years of industry experience. His career includes roles at Bank of America, Merrill Lynch, and McAdam LLC prior to joining The Mather Group. 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, utilizing risk-based allocation models, tax-synchronized portfolio construction, and offers customization options such as direct indexing and ESG portfolios.

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.

Karma Forrestal is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Forum Financial Management, LP since 2012. She holds the Series 63 designation and is based in Lombard, Illinois. Outside of her advisory role, she is a member of F.A.M. LLC, providing certain management services under a service agreement with Forum Financial Management. Forum Financial Management, LP offers fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, utilizing model portfolios managed primarily with DFA institutional mutual funds and ETFs aligned with a Modern Portfolio Theory approach.

Matthew Fuhrman is a CFP® with 10 years of experience in the financial services industry. He has been with LaSalle St. Investment Advisors, L.L.C. since 2022, following prior roles 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 financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, with 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 at Northern Trust Securities, Inc. in Chicago, IL, holding Series 66, Series 63, and Series 65 licenses with 29 years of industry experience. He has been with Northern Trust Securities for a total of 19 years, first from 2006 to 2024 and returning in 2025. 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 a model-driven wrap fee program, utilizing Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs delivered via the Fidelity Managed Account Xchange platform.

Maria Tipton is a financial advisor at KCD Financial, Inc. with 38 years of industry experience. She has worked at KCD Financial since 2012 and was previously with PRUCO Securities, LLC. from 1998 to 2011. In addition to her advisory work, she is licensed as an insurance agent and sells fixed annuities, life insurance, long-term care, and disability products. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm offers asset management, financial planning, and portfolio appraisal services, using a range of investment strategies and third-party management programs.

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.

Jack Grzenia is a financial advisor with Forum Financial Management, LP, holding Series 65 and Series 66 licenses and bringing ten years of industry experience. His background includes roles at Purshe Kaplan Sterling Investments, Cetera, and MP360 Financial Services. Outside of advisory work, he is a partner at ZEN Installations, a vinyl sign installation business, and engages in insurance sales as a sole proprietor. Forum Financial Management, LP serves individuals, retirement plan sponsors, charitable organizations, and institutional clients, offering portfolio management and financial planning services. The firm builds portfolios based on Modern Portfolio Theory, primarily utilizing institutional mutual funds and ETFs, and supports other RIAs through a turn-key asset-management platform and back-office services.

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.