Timothy Feldheim is a financial advisor with IHT Wealth Management LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His career includes roles at Sheridan Road Financial, Independent Financial Partners, and LPL Financial. Outside of his advisory work, he coaches high school football at Loyola Academy. IHT Wealth Management serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools in diversified model portfolios, and offers discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Charles Mccormick is a financial advisor at Hilltop Securities Inc. in Chicago, IL, holding Series 63 and Series 66 licenses with two years of industry experience. His background includes roles at Hilltop Securities Asset Management and Broski Fence, as well as 16 years in primary and secondary education. Hilltop Securities serves individual and institutional clients with a range of advisory and broker-dealer services, offering managed accounts, financial planning, and retirement-plan consulting on an open-architecture platform that combines third-party and firm-sponsored investment strategies.

Jonathan Fox is a CFA® charterholder affiliated with The Mather Group, LLC in Chicago, IL. He has over 11 years of industry experience, including a decade at Allspring Global Investments prior to joining The Mather Group in 2026. 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 with customizable risk-based allocation models and utilizes AI and machine-learning tools alongside human oversight.

Neil Peplinski is a financial advisor at Kingsview Wealth Management, LLC in Chicago, IL, holding a Series 65 designation with 21 years of industry experience. His prior roles include positions at Cedar Capital Advisors, LLC and Good Harbor Financial. Kingsview Wealth Management is a multi-advisor firm providing wealth management and financial planning services to individuals, retirement plans, endowments, trusts, and municipal clients. The firm combines in-house investment strategies with third-party managers and offers access to alternative investments through various platforms.

Connie Johnson is a CFA® charterholder with two years of industry experience. She is currently with Bartlett & Co. Wealth Management LLC and previously worked at The Colony Group, Kabouter Management LLC, Aon, and NWQ Investment Management/Nuveen. Bartlett & Co. Wealth Management serves high-net-worth individuals and families, foundations, endowments, and institutional clients with discretionary wealth and portfolio management, financial planning, and consulting. The firm employs an active, client-specific investment approach emphasizing diversification and relative-value fixed income strategies, and is affiliated with the Focus Financial Partners network.

Sara Berkowicz is a CFP® with 24 years of experience, currently serving at Lifemark Securities Corp. since 2009. She is also an independent insurance agent and the founder of Can I Keep The House, Inc., a financial planning and divorce mediation firm. Since 2020, Berkowicz has been a faculty member at The College for Financial Planning, where she teaches and publishes research. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily for individual investors and retirement plan sponsors, offering tailored, suitability-driven advice with a range of managed account programs and consulting services.

Nicholas Armbrust is a financial advisor at OnePoint BFG Wealth Partners with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company and UBS Maltby Ludington Nelson Group. He has also worked with Kevin Spahn since 2023. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse clientele, including individuals, business entities, retirement plans, and charitable organizations. The firm employs a range of portfolio management strategies and incorporates technology and operational outsourcing to support its service model.

James Cannon is a financial advisor at Snowden Capital Advisors LLC with 25 years of industry experience. He previously worked at JP Morgan Chase Bank NA and JP Morgan Securities LLC from 2011 to 2020. Cannon holds Series 63 and Series 66 licenses. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers customized portfolio management, investment consulting, and financial planning, utilizing a multi-team approach combined with institutional capabilities and a wide range of investment tools.

Oren Guzman is a financial advisor at Silver Oak Securities, Inc. with 25 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Cetera, Bright Futures Wealth Management, Lifetime Financial Group, and BMO Harris Financial Advisors. He also maintains a role at Lifetime Financial Group where he is involved in portfolio management, financial planning, and trading. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of over 100 financial professionals managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs that are primarily discretionary and tailored to client objectives and risk tolerances, utilizing strategies such as financial professional-directed portfolios and model-based investment solutions.

Peter Steigerwald is a financial advisor at Chicago Partners Investment Group LLC with two years of industry experience. He holds a Series 65 designation and has prior work experience at Eddie Bauer, the Office of State Planning and Budgeting for the State of Colorado, and the University of Notre Dame. Chicago Partners Investment Group LLC advises a diverse client base, including individuals, trusts, nonprofits, endowments, and corporations, offering portfolio management, financial planning, retirement services, and family-office reporting. The firm employs a long-term, diversified investment approach and sponsors affiliated pooled investment vehicles, serving both private fund clients and insurance companies.

Jennifer Des Groseilliers is a financial advisor at The Mather Group, LLC with 24 years of industry experience. She holds a Series 66 designation and has previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MSI Financial Services. She is also a non-practicing attorney and provides consulting services to financial advisors and their teams on business practices. The Mather Group primarily 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, integrating AI tools to support market data analysis and client communications.

Richard Babjak Jr. is a financial advisor at Summit Financial, LLC with 36 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Summit Financial in 2024, he worked at Midway Wealth Partners, LLC and World Equity Group, Inc. He is also involved in a separate business venture, Arlington Ventures. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services.

Gregory Hadley is a financial advisor at Brookwood Investment Group with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Belpointe Asset Management and Retirement Wealth Advisors Inc. Since 2015, he has served as an Options Trading Instructor at Online Trading Academy. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, offering portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios through a variety of management strategies and maintains multiple affiliated businesses and platform relationships.

Craig McWilliams is an investment advisor representative at FourStar Wealth Advisors, LLC, based in Chicago, IL, with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Profor Securities, HLD Hedge Funds LLC, and Great Point Capital. FourStar Wealth Advisors serves individuals, pension plans, trusts, charitable organizations, and business entities by providing financial planning, discretionary and non-discretionary investment management, and retirement plan consulting. The firm employs a combination of fundamental and technical analysis to tailor portfolios across a broad range of securities and independent managers while managing private funds and pooled vehicles.

Tyler Cook is a financial advisor at SpiderRock Advisors, LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at BlackRock Investments, LLC and several positions during his time at the University of Colorado - Boulder. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to a range of institutional and individual clients. The firm employs systematic, technical, and rules-based processes combined with quantitative and fundamental analysis to implement option-based hedges and overlays using proprietary software and real-time risk monitoring.

Michele Francisco is a CFP® certificant with 19 years of industry experience. She has worked at RMB Capital Management, LLC since 2010. Michele is currently affiliated with Curi Capital, LLC, a multi-team firm based in Chicago, IL. Curi Capital provides wealth management, investment management, retirement plan consulting, family office services, and a subscription offering for early-career medical professionals. The firm serves individuals, high-net-worth clients, and institutional clients, employing a long-term, fundamentally driven investment approach across a variety of managed accounts and funds.

Megan Mccarthy is a CFP® with four years of industry experience. She has been with The Mather Group, LLC since 2017, with a brief tenure at Franklin Wealth Advisors in 2017-2018. Megan is based in Chicago, IL. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax, estate planning, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and incorporates third-party AI and machine-learning tools under human oversight.

Cedric Mc Clain is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. and Rocket Mortgage. Outside of finance, he owns A1 Cloths LLC, a consulting business that assists local clothing brands with marketing and sourcing material suppliers. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients, offering wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm employs strategic asset allocation through model portfolios and integrates multidisciplinary planning with support from its parent firm, CliftonLarsonAllen LLP.

Matthew Szafranski is a CFP® and CFA® with eight years of experience at Chesley, Taft & Associates, LLC, where he has been since 2018. Prior to that, he spent eight years at Ameriprise Financial/Columbia Management. Chesley, Taft & Associates serves primarily high net worth individuals and related entities, including trusts, IRAs, and family foundations, as well as corporations and employee benefit plans. The firm emphasizes fundamental equity analysis and tailored asset allocation, managing approximately $3.0 billion in client assets across various strategies.

Tanner Bivens is a Series 65-licensed financial advisor with six years of industry experience. He has worked at McAdam LLC since 2021 and previously held roles at W&S Brokerage Services and Western & Southern Life. McAdam LLC is a large registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to construct diversified portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a subscription-based financial planning service alongside access to alternative and specialized investment strategies.