Mark Nichol is a financial advisor at The Mather Group, LLC with four years of industry experience. He previously worked at Mesirow Financial Investment Management Inc. and Zeiler Insurance Services. Nichol has also spent several years as a full-time student prior to his advisory career. 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 guidance, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and offers customization options including direct indexing and ESG factor portfolios.

Juliette Romeo is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Elmhurst, IL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with LaSalle St. Securities, LLC since 2003. Outside of her advisory work, she practices law and tax preparation. LaSalle St. Investment Advisors provides 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, emphasizing a predominance of non-discretionary assets under management.

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.

Thomas Mc Guire is a financial advisor at Silver Oak Securities, Incorporated with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Sentinus-Halo Securities, LLC and Morningstar Investment Services LLC. Outside of finance, he is a partner in DMC Fitness Solutions, a business that repairs and maintains fitness equipment. 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 tailored to client objectives and uses a combination of individual securities, ETFs, mutual funds, and model portfolios supported by operational features such as ongoing model monitoring and an automatic investment process.

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.

Jon Jakobsen is a financial advisor at Belpointe Asset Management LLC with three years of industry experience. He holds a Series 66 designation and has worked at Cetera and AFIN Family Wealth Management. Jakobsen is also an access person for the PL Growth and Income ETF through Collaborative Funds Services LLC. Belpointe Asset Management serves a diverse client base, including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios with a range of passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

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.

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.

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.

Jonathan Novy is a financial advisor at Ritholtz Wealth Management with 19 years of industry experience. He holds a Series 66 designation and has worked at several firms, including RWM Insurance Services and Sheridan Road Advisors. Ritholtz Wealth Management serves individual and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and college financial planning. The multi-team firm manages approximately $9.4 billion in assets and employs a goal-based investment process that incorporates behavioral finance, diversified low-cost ETFs, and tactical overlays, along with digital platforms for model portfolio implementation and management.

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 worked at firms including JP Morgan Chase Bank, Charles Schwab, and Morgan Stanley. Oxford Financial Group, Ltd serves ultra high-net-worth individuals, families, and institutional clients by providing family office and chief investment officer services, comprehensive financial and estate planning, and fiduciary trust administration. The firm emphasizes diversified asset allocation across public and alternative asset classes, employing dedicated investment teams and customized investment solutions.

Samuel Sadkhin is a financial advisor at Alera Investment Advisors, LLC with a Series 66 designation and one year of industry experience. He has previously worked at firms including Osaic Wealth, Hard Hat Hub, and PreScouter. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, institutions, and employer-sponsored retirement plans. The firm employs a primarily long-term, fundamental-analysis approach and integrates its services with insurance and pension-consulting platforms.

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.

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.

Chad Tuneberg is a financial advisor with World Equity Group, Inc. in Schaumburg, IL, holding Series 65 and Series 63 licenses and bringing 29 years of industry experience. He has been with World Equity Group since 2009. In addition to his advisory role, Tuneberg serves as an alderman representing the 3rd Ward of Rockford, Illinois, participating in municipal legislative and policy-making activities. World Equity Group, Inc. offers fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, and businesses. The firm utilizes a risk-tolerance based asset allocation process and provides access to discretionary third-party money managers through various managed portfolio programs.