John Eberle is a financial advisor at Fourstar Wealth Advisors, LLC in Chicago, IL, with 25 years of industry experience. He has previously worked at Vivaldi Capital Management, Taiber Kosmala, and Fiduciary Financial Partners. Eberle holds Series 63 and Series 65 designations. Fourstar Wealth Advisors provides investment management, comprehensive financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals and institutional entities. The firm employs both fundamental and technical analysis to manage portfolios primarily on a discretionary basis and offers private fund management alongside broader wealth management services.

David Donnelly is a financial advisor at SpiderRock Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at BlackRock Investments, LLC since 2024. Outside of his advisory role, he provides advice to the CEO of Trove, LLC, a company that offers loans to individuals. SpiderRock Advisors, LLC provides discretionary overlay and portfolio management services to institutional and wealth-management clients, utilizing a rules-based, systematic approach that combines quantitative and fundamental inputs. The firm is known for its expertise in listed derivatives and dynamic option overlays, serving a diverse client base including asset managers, family offices, and pension funds.

Michael Bruno is a ChFC® with 42 years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. since 2022. His prior experience includes roles at Securities America Advisors and Invest Financial Corp. He is also president of MJB Financial Services, Inc., an insurance sales business. LaSalle St. Investment Advisors serves individuals, trusts, pension plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services, offering both discretionary and non-discretionary asset management across a range of investment strategies.

Elana Feigenblatt is a financial advisor at CL Wealth Management LLC in Schaumburg, IL, with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with CL Wealth Management since 2013. She also maintains an affiliation with Cabot Lodge Securities LLC. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, and client education, tailoring investment strategies using fundamental and technical analysis, custom model portfolios, and regular monitoring.

Azita Aminian is a financial advisor at Centennial Securities Company, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 36 years of industry experience. She has been with Centennial Securities since 2011. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets. The firm serves individuals, trusts and estates, retirement plans, foundations, endowments, and business entities, offering discretionary and non-discretionary investment management, financial planning, and access to third-party manager programs.

Daniel Nakano is a CFP® professional with 19 years of industry experience, currently serving at Curi Capital, LLC. He has previously worked at RMB Capital Management LLC and Morgan Stanley. Curi Capital serves a broad client base including individuals, families, institutions, retirement plan sponsors, and charitable organizations, managing approximately $9.83 billion. The firm utilizes a long-term, fundamental investment approach combining in-house strategies with external managers and employs proprietary risk analysis tools to support its wealth management and retirement plan services.

Mark Toledo is a CFA® charterholder with 28 years of industry experience. He has been with Chicago Partners Investment Group LLC since 2013 and serves as president of an inactive registered investment adviser, Total Portfolio Management, LLC. Chicago Partners Investment Group LLC advises a diverse client base including individuals, trusts, endowments, and corporations. The firm employs a long-term, diversified investment approach, utilizing fundamental analysis and customized portfolios with strategies such as direct indexing and tax-loss harvesting.

Ryan Mc Evily is a financial advisor at Plante Moran Financial Advisors in Chicago, IL, holding a Series 65 credential with two years of industry experience. His prior roles include positions at Jessup Wealth Management and the University of Dayton. Plante Moran Financial Advisors serves a diverse range of clients, including individual and institutional investors, providing investment advisory, financial planning, and estate-planning services. The firm uses a variety of analytical approaches and manages both discretionary and non-discretionary portfolios, supported by its affiliation with entities offering trust, insurance, broker-dealer, and real estate advisory services.

Krista Linn is a CFA® charterholder with 28 years of industry experience. She has worked at Bartlett & Co. Wealth Management LLC since 2019 and was previously with Lodestar Investment Counsel, LLC from 2015 to 2019. She serves on the Board of Trustees for the Chicago Academy For The Arts, an independent arts high school. Bartlett & Co. Wealth Management LLC provides discretionary wealth management and financial planning services to high-net-worth individuals, families, and a variety of institutional clients. The firm emphasizes diversified asset allocation and relative-value fixed income strategies, leveraging mutual funds, ETFs, and third-party platforms to implement client portfolios.

Matthew Butler is a CFP® with six years of industry experience, currently serving as a financial advisor at Belpointe Asset Management LLC since 2025. He previously worked at AFIN Family Wealth Management and Cetera Investment Services. Outside of advising, Butler is a founding member of BNI Chicago, a networking organization. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm provides discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and a range of affiliated services.

Jeffrey Scheider is a financial advisor at VestGen Advisors, LLC with 28 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including LPL Financial, Sequoia Wealth Management, and Triad Advisors. Outside of his advisory role, he is involved in identifying insurance needs and servicing annuity and insurance products. VestGen Advisors 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, offering a range of services including discretionary and non-discretionary investment management, financial planning, and retirement plan services, utilizing a combination of analytical methods and third-party managers.

Mark De Vito is a financial advisor with Infinity Financial Services Advisory, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at Bank of America, Merrill, and Mass Mutual. He also acts as an independent insurance agent, offering fixed and traditional annuities for financial planning purposes. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for 642 clients across 35 advisors. The firm provides portfolio management, financial planning, adviser selection, and pension consulting for individual and high-net-worth clients, using a multi-method investment approach that incorporates various analysis techniques and complex investment products.

Barbara Harlan is a financial advisor with Chicago Partners Investment Group LLC, holding a Series 65 designation and two years of industry experience. Her background includes multiple roles at the University of Notre Dame and positions in retail and hospitality. Chicago Partners Investment Group LLC serves a diverse client base, offering portfolio management, financial planning, retirement services, and automated advisory programs. The firm employs a long-term, diversified investment approach using fundamental analysis and customized portfolios, and it is notable for sponsoring affiliated pooled investment vehicles and serving private fund clients.

Michael Manning II is a Series 65 credentialed advisor at The Mather Group, LLC with one year of industry experience. His prior roles include positions at RTS Financial, Pentegra Systems, and NFI, along with several years in educational settings. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach featuring risk-based allocation models and tax-synchronized portfolio construction, along with customization options such as direct indexing and ESG portfolios.

Brian Levy is a financial advisor with Zacks Investment Management, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been with Zacks Investment Management for ten years. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, pooled investment vehicles, and institutional clients, and serves as a portfolio manager for mutual funds and ETFs. The firm combines proprietary quantitative models with qualitative portfolio management across various strategies and offers retail wealth management, alternative investments, and model portfolios distributed through wrap-fee and unified managed account programs.

Michael Hartlieb is a CFP® and holds a Series 65 license with six years of industry experience. He has been with Plante Moran Financial Advisors since 2018, with brief prior roles at Baker Tilly Virchow Krause and Googins Advisors. He also has an academic background from the University of Wisconsin, where he worked from 2015 to 2019. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base, including individuals, institutions, trusts, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model, managing both discretionary and non-discretionary portfolios within a multi-team environment.

George Mcelroy is a financial advisor with Trustmont Advisory Group, Inc. in Des Plaines, IL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Infinity Financial Services and LPL Financial, LLC. Trustmont Advisory Group serves individual and institutional clients, providing financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment outlook using public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of December 31, 2024.

Joshua Rogers is a financial advisor with Arete Wealth Advisors, LLC in Chicago, IL, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been associated with Arete Wealth Advisors and its related entities since 2007 and serves as CEO and Chairman of Arete Wealth Inc., the holding company for several financial services and consulting firms. Outside of his advisory work, Rogers is involved in renewable energy projects through board and managing member roles, and he produces films with Night Radio Film, Inc. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary rule-based portfolio models, uses third-party sub-advisers, and acts as an ERISA fiduciary when applicable, integrating these services with affiliated financial businesses and product channels.

Kristen Oziemkowski is a financial advisor at The Mather Group, LLC with nine years of industry experience. She holds the Series 65 designation and previously worked for Bank of America - Merrill Lynch for nine years before joining The Mather Group in 2017. 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 planning guidance, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models, tax-synchronized portfolio construction, and customization options such as direct indexing and ESG factor portfolios.

Dennis O'Malley Jr. is a financial advisor at SpiderRock Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including BlackRock Investments LLC, Northern Trust, and Goldman Sachs. Outside of finance, he is the founder of Top Corner Enterprises LLC, an e-commerce business involved in Etsy and Amazon affiliate marketing. SpiderRock Advisors provides discretionary overlay and portfolio management services to institutional and wealth-management clients, employing a rules-based, systematic approach that integrates quantitative and fundamental inputs. The firm specializes in listed derivatives and dynamic option overlays, serving a diverse client base that includes asset managers, registered investment advisors, banks, broker-dealers, family offices, pension funds, and high-net-worth individuals.