Trevor Isham is a CFP® with 13 years of industry experience. He is currently with Curi Capital, LLC and has been with RMB Capital Management since 2013. Curi Capital serves individuals and families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental investment approach across equity and fixed income strategies, combining in-house management with external managers and proprietary risk analysis tools.

Nicole Campbell is a Certified Financial Planner (CFP®) with 10 years of industry experience. She has worked at Forum Financial Management, LP since 2014, currently serving as an advisor at the firm’s Lombard, Illinois office. 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 acts as a sub-advisor and turnkey asset management platform for other independent RIAs, managing portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Bryce Morgan is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Plante Moran Financial Advisors and previously worked at Robert W Baird & Co. He has a background that includes roles at Schmitz Ready Mix Inc., Wisconsin Union, and the University of Wisconsin - Madison. Plante Moran Financial Advisors serves a diverse client base including individual and institutional clients such as high-net-worth individuals, banks, trusts, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, employing a mix of fundamental, technical, and proprietary analyses in portfolio management.

Colin Perry is a financial advisor at Forum Financial Management, LP with a Series 65 designation. He has been in the industry since 2022, with prior experience at PR Wealth Management Group and self-employment. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm uses model asset-allocation portfolios based on Modern Portfolio Theory and offers a range of services including financial planning, retirement-plan advisory, and sub-advisory solutions to independent advisors and RIAs.

Jeffrey Pearsall is a CFP® with 26 years of industry experience, currently serving at Curi Capital, LLC. He has been with RMB Capital Management, LLC since 2005. He is also a figurehead director of Encore Inc and JWE Enterprise. Curi Capital serves individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental investment approach and manages approximately $9.83 billion across various account types and strategies.

David Hattas is a financial advisor at The Mather Group, LLC in Chicago, IL. He holds a Series 65 designation and has one year of industry experience. Prior to joining The Mather Group, he worked at Windy City Wire and spent eight years in full-time education. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing 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 and offers customization options such as direct indexing and ESG factor portfolios.

Joel Schoenmeyer is a financial advisor at Sapient Capital LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Fifth Third, BMO Family Office, BMO Harris Bank, Loeb & Loeb, and Northern Trust. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm employs a primarily long-term investment process combining fundamental and technical analysis to build diversified portfolios while acting as a fiduciary for retirement accounts.

Peggy Nourie is a financial advisor at Centennial Securities Company, Inc. in Chicago, IL, with 41 years of industry experience. She holds Series 63 and Series 66 designations and has been with Centennial Securities since 2012. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets and serving individuals, trusts, estates, retirement plans, foundations, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and access to third-party manager programs, utilizing customized portfolios that include mutual funds, ETFs, individual securities, and options.

Aaron Ayala is a Series 65-licensed financial advisor with Curi Capital, LLC in Chicago, IL, and has three years of industry experience. He has worked at RMB Capital Management since 2019 and was a student prior to that. Curi Capital serves a diverse client base including individuals, families, institutions, corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm manages approximately $9.83 billion and employs a long-term, fundamental, bottom-up approach to equity investing alongside a fundamental relative-value strategy for fixed income, combining in-house and external managers supported by proprietary risk analysis tools.

Faizan Arby is a financial advisor at Northern Trust Securities, Inc. with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Northern Trust Company, Goldman Sachs & Co. LLC, and Northern Trust Securities, Inc. since 2014. 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 model-driven strategies that include proprietary and third-party products, with services delivered via the Fidelity Managed Account Xchange platform.

Jerome Bellm is a financial advisor with HighPoint Planning Partners in Downers Grove, IL, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has worked with HighPoint Advisor Group dba Midwest Family Wealth Management since 2014 and has been affiliated with LPL Financial since 2011. 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 sponsors a wrap-fee program, utilizing fundamental analysis and a range of investment vehicles across multiple platforms.

Daniel Matola is a CFA® charterholder with 17 years of industry experience. He is currently with Curi Capital, LLC and previously worked at RMB Capital Management LLC and Jacobus Wealth Management, Inc. He serves as President and Treasurer of a family real estate holding company and sits on the board of directors for a beverage distribution company. Curi Capital serves individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental, bottom-up approach to equity and a fundamental relative-value orientation for fixed income, managing approximately $9.83 billion across various investment vehicles.

Steven Ostrander is a financial advisor with HighPoint Planning Partners, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with HighPoint Planning Partners and affiliated with LPL Financial since 2012. Outside of advisory work, he provides insurance illustrations and products related to term life, long-term care, and disability insurance through Leaders Partners. HighPoint Advisor Group offers discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $4.0 billion in client assets and emphasizes individualized investment policies with continuous monitoring and formal annual reviews.

Timothy Funke is a CFA® charterholder with 10 years of experience in financial services. He currently works at OnePoint BFG Wealth Partners and previously spent nine years at Northwestern Mutual Wealth Management Company and related entities. Funke serves as a finance council member at St. Francis Xavier Church. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of portfolio management approaches using third-party managers and proprietary models while integrating technology and operational outsourcing into its service model.

Seth Wernick is affiliated with Curi Capital, LLC and holds a Series 66 credential with two years of industry experience. His prior work includes roles at Foreside Fund Services, Liquid Strategies, Bison Wealth, Morgan Stanley, E*TRADE Securities, Northwestern Mutual, and Thought Logic Consulting. He also spent nine years at the University of Georgia. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, employer retirement plans, institutions, mutual funds, private funds, and family offices. The firm employs a long-term, fundamental investment approach using proprietary strategies, third-party managers, and private funds, and offers a range of services including wealth management, retirement plan solutions, and a specialized subscription education product for medical professionals.

Stephen Philip is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, with 18 years of industry experience. He has been with Zacks Investment Management since 2016. Outside of his advisory role, he serves as Treasurer for the Hamlin Park Association, Inc. Zacks Investment Management provides discretionary investment management to individuals, trusts and estates, retirement plans, pooled investment vehicles, and institutional clients. The firm combines proprietary quantitative models with qualitative portfolio management across a variety of strategies and also manages affiliated mutual funds and ETFs.

Samuel Lee is a CFP® with 11 years of industry experience, currently serving as a financial advisor at HighPoint Planning Partners. His prior experience includes roles at Kovack Advisors, Financial Engines Advisors, Bank of America, and Merrill. Outside of his advisory work, he is involved in insurance sales and operates a vacation rental property. HighPoint Planning Partners provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.0 billion in assets and employs a range of investment strategies across mutual funds, ETFs, equities, fixed income, and alternative vehicles.

Nahal Sabbagh Kermani is a financial advisor with Apollon Wealth Management, LLC, holding Series 66 and Series 63 licenses and possessing 11 years of industry experience. Prior to joining Apollon in 2024, she worked at Goldman Sachs from 2021 to 2024 and at JPMorgan Chase Bank and JP Morgan Securities LLC from 2015 to 2021. Apollon Wealth Management is an SEC-registered advisory firm serving individuals, families, businesses, charitable organizations, retirement plans, and pooled investment vehicles. The firm combines centrally managed and locally managed investment strategies, employs fundamental analysis along with tactical allocations, and offers ESG risk-based models and tax management tools.

Marisa Ryan is a financial advisor at Curi Capital, LLC with five years of industry experience. She holds a Series 65 designation and has previously worked at Aduro Advisors and RMB Capital Management, LLC. Prior to her financial advisory career, she was involved with Vival Media LLC for six years. 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 and combines in-house strategies with external managers, overseeing approximately $9.83 billion in assets across various investment vehicles.

Ryan Swiatek is a financial advisor with Fourstar Wealth Advisors, LLC, holding a Series 65 designation and three years of industry experience. He previously worked at Brookstone Capital Management and Independent Financial Resources. Fourstar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, discretionary portfolio management, and retirement-plan consulting, combining fundamental and technical analysis in tailored portfolios managed primarily on a discretionary basis.