Tonio Crudele is a financial advisor at Zacks Investment Management, Inc. with 18 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior roles include positions at Advisors Asset Management, Inc. and Allstate corporate entities. Zacks Investment Management provides discretionary investment management services to individuals, trusts, estates, retirement plans, and institutional clients. The firm employs proprietary quantitative models combined with qualitative portfolio management across various strategies and sponsors wrap-fee programs while managing affiliated mutual funds and ETFs.

William Kirk is a CFP® professional with 19 years of industry experience. He has worked at The Mather Group, LLC since 2018 and previously spent two years at TIAA. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and integrates AI and machine-learning tools alongside human oversight.

Zachary Freitag is a financial advisor at The Mather Group, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC. His background includes roles outside finance, such as at Cog Hill Golf Club and Door Dash. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering 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 customization options, supported by AI and machine-learning tools under human oversight.

David Leonard Jr. is a financial advisor at Northern Trust Securities, Inc. with 30 years of industry experience. He holds Series 63, 65, and 66 credentials and has worked at Northern Trust Securities since 2003 and Vision Investment Services since 2011. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that offers discretionary portfolio management to high-net-worth individuals, retail investors, and institutional clients through a model-driven wrap fee program. The firm integrates advisory, brokerage, and custody services, using a range of proprietary and third-party investment products delivered via the Fidelity Managed Account Xchange platform.

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.

Carla Reilly is a financial advisor with HighPoint Planning Partners who holds Series 63 and Series 66 licenses and has 26 years of industry experience. Her prior work includes roles at LPL Financial, Level Four Advisory Services, and U.S. Bancorp Investments. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $4.0 billion in client assets and employs a fundamental analysis approach across a variety of investment vehicles.

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.

Brandon Harwell is a financial advisor with Ausdal Financial Partners, Inc., holding a Series 66 designation and 13 years of industry experience. He has been affiliated with Cornerstone Securities, Crown Capital Securities, and TJ Stearns, Inc. for over a decade. Harwell is also involved as president and investment advisor of BCH Tactical L.P., a hedge fund designed to serve higher net worth clients. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a range of advisory services including managed accounts, third-party manager access, and financial planning, with investment strategies tailored at the advisor level to client objectives and risk profiles.

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.

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 previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, Charles Schwab Bank, Charles Schwab & Co., Inc., and Morgan Stanley. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients by providing family office services, chief investment officer (CIO) functions, investment planning, and fiduciary support. The firm’s investment approach emphasizes asset allocation, diversification across public and private markets, and written Investment Policy Statements, with a focus on both discretionary and non-discretionary management.

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.

Eric Berkowitz is a CFP® professional with six years of experience at JMG Financial Group LTD in Downers Grove, IL. He has been with the firm since 2016 in various capacities. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, providing comprehensive wealth and portfolio management along with tax consulting and advisory services on private investment funds. The firm employs a planning-based, long-term investment approach that emphasizes strategic asset allocation and tactical adjustments overseen by an investment committee.

Nirav Batavia is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Forum Financial Management, LP since 2014. He is also the manager of Owl Technologies, LLC, a technology development and licensing company. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients, while also acting as a sub-advisor and turnkey asset management platform for other independent RIAs. The firm uses a Modern Portfolio Theory approach, primarily implementing portfolios with DFA institutional mutual funds and ETFs, and manages approximately $9 billion in assets.

Matthew Tucek is a financial advisor with HighPoint Planning Partners and holds Series 65 and Series 63 licenses. He has one year of industry experience and previously worked at Morgan Stanley, Apple Inc., and Old Second National Bank. Outside of finance, he owns Creme Design Studios LLC, a graphic design business. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, and retirement plan advisory, employing fundamental analysis and a variety of investment vehicles to construct client portfolios.

Michael Bellah is a CFP® with seven years of experience in the financial services industry. He is currently with JMG Financial Group, Ltd. and has previously worked at Cambridge Investment Research Advisors and Northern Trust Company. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities with discretionary investment management, financial advisory, retirement plan consulting, and tax consulting services. The firm manages approximately $6.36 billion in assets and employs a strategic asset allocation approach overseen by an investment committee, utilizing a range of investment vehicles including ETFs, mutual funds, individual equities, and private funds.

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.

Donald Larsen IV is a CFP® and holds a Series 65 license with 19 years of industry experience. He is currently with Forvis Mazars Wealth Advisors, LLC, having previously worked at BKD Wealth Advisors, LLC for 16 years. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers comprehensive financial planning, discretionary and non-discretionary investment management, and retirement plan consulting, managing approximately $12 billion in assets.