Daniel Matola is a CFA® charterholder and holds a Series 65 license, with 17 years of industry experience. He is currently with Curi Capital, LLC and previously worked at RMB Capital Management LLC for nine years and Jacobus Wealth Management, Inc. for fifteen years. Outside of his advisory role, he serves as President and Treasurer of a family real estate holding company and sits on the board of a beverage distribution company. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm employs a long-term, fundamentally driven investment approach and offers both discretionary and non-discretionary services across a range of strategies and vehicles.

Steven Ostrander is a financial advisor at Highpoint Planning Partners with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Highpoint Planning Partners since 2012. Outside of his advisory role, he provides insurance illustrations and products for term life, long-term care, and disability insurance through Leaders Partners. Highpoint Planning Partners serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management and financial planning services, constructing investment policies through personal consultations and implementing portfolios using fundamental analysis across a range of securities and third-party platforms.

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 a financial advisor at Curi Capital, LLC with two years of industry experience. He holds a Series 66 designation and has held positions at firms including Morgan Stanley, E*TRADE Securities, and Foreside Fund Services. Prior to his advisory career, he worked for the University of Georgia for nine years. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm employs a long-term, fundamentally driven investment process across various portfolio types and offers both discretionary and non-discretionary services.

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 12 years of industry experience and currently serves at Highpoint Planning Partners. His prior experience includes roles at Kovack Advisors, Financial Engines Advisors, Bank of America, and Merrill. Highpoint Planning Partners serves a range of clients including individuals, pension plans, trusts, and corporate entities, offering services such as discretionary asset management, financial planning, and retirement plan advisory. The firm employs fundamental analysis to construct client investment policies and utilizes various platforms to deliver consolidated advisory services.

Nahal Sabbagh Kermani is a financial advisor at Apollon Wealth Management, LLC with 11 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Goldman Sachs and JPMorgan Chase. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets. The firm serves individuals, high-net-worth families, family offices, and various institutional clients, combining centrally managed strategy mandates with locally managed portfolios and utilizing a range of investment approaches including ESG risk-based models and direct indexing.

Marisa Ryan is a financial advisor at Curi Capital, LLC based in Chicago, IL, holding a Series 65 designation with six years of industry experience. Her prior roles include positions at Aduro Advisors and RMB Capital Management, LLC, as well as work with Vival Media LLC. Curi Capital offers wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm employs a long-term, fundamentally driven investment approach using both in-house and external strategies across multiple account types and investment vehicles.

Aaron Balch is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Bartlett & Co. Wealth Management LLC. His prior roles include positions at Tiaa and Morningstar Investment Services, Inc. Bartlett & Co. Wealth Management serves high-net-worth individuals, families, and institutional clients by providing discretionary wealth management and comprehensive financial planning. The firm emphasizes diversified asset allocation and relative-value analysis for fixed income, utilizing mutual funds, ETFs, and third-party platforms to implement targeted investment strategies.

Geoffrey Tomes is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 credential and 26 years of industry experience. He has worked at Noyes Advisors LLC for 11 years and David A Noyes & Company for 26 years. His other business activities include involvement in fixed life and health insurance and fixed annuities. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services employing various analytical approaches and maintains distinctive features such as negotiated performance-based fees for large institutional clients and affiliations with specialized asset management firms.

Norman Schlismann is a financial advisor with Mesirow Financial Investment Management, Inc. in Chicago, IL. He holds Series 63 and Series 65 credentials and has 46 years of industry experience. Schlismann has been with Mesirow Financial since 2001. Mesirow Financial Investment Management’s Wealth Management division offers discretionary and non-discretionary investment management and financial planning services to a range of clients, including private individuals, institutional investors, and government entities. The firm employs both third-party managers and proprietary private investment products while applying quantitative and qualitative due diligence across various asset classes.

James Alverson is a financial advisor at William Blair with 11 years of industry experience. He holds a Series 66 designation and has worked at William Blair since 2021, following eight years at Tiaa. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Daniel Nyhan is a financial advisor at Mesirow Financial Investment Management, Inc. in Chicago, IL, holding a Series 66 designation with 15 years of industry experience. He has been with Mesirow Financial since 2015. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to private individuals, pension plans, government entities, and institutional clients. The firm employs an investment process that includes setting asset allocation targets and conducting due diligence across a range of asset classes, offering access to both third-party managers and proprietary private investment products.

Michael Dahill is a financial advisor with Kestra Advisory in Burr Ridge, IL, holding a Series 66 designation. He has less than one year of industry experience, with prior roles including time at BlueLake Wealth Advisors, LLC and Heartland Bank and Trust Company. He has also worked at Edgewood Valley Country Club while completing his education. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan-level investment advice, and employee education, serving a range of clients from large institutional investors to sovereign wealth funds.

Spencer Kenney is a financial advisor at William Blair in Chicago, holding a Series 66 designation with two years of industry experience. He previously worked at Northern Trust for seven years before joining William Blair. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs active, research-driven management across multiple asset classes and provides proprietary models, third-party sub-advisers, and access to private funds through its MB Investments Program.

Gregory Herr is a CFA® charterholder and holds a Series 63 license, with two years of industry experience. He has worked at Focus Partners Wealth, LLC since 2026, and previously spent three years at Kovitz Investment Group Partners, LLC, three years at Phaeacian Partners, LLC, and eight years at UMB Distribution Services, LLC. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, corporate, and institutional clients, including ERISA retirement plans. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, private funds, and integrated quantitative tools.

Kenneth Zimmer is a CFP® with 25 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. in Chicago. He has held roles at Charles Schwab & Co., Inc. and Charles Schwab Bank SSB, and previously worked at MML Investors Services and Mass Mutual Life Insurance Company. Zimmer also has experience as an independent insurance agent, receiving residual commissions from prior policies though he is not actively soliciting insurance outside of Schwab. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on standard asset-allocation models and internal research tools, with an emphasis on client authorization for trades and at-least-annual reviews tailored to individual goals and risk tolerance.

Dennis Dine is a financial advisor with Equity Services, Inc. and holds a Series 66 designation. He has 16 years of industry experience, including prior roles at Lakeshore Financial Group, Money Concepts Capital Corp., and Edward Jones. Outside of his advisory work, he serves as Minister of Care at St. John of the Cross Parish in Western Springs, Illinois. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently using third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

James Dyer III is a CFP® and holds a Series 65 license with four years of industry experience. He currently works at Creative Planning, where he has been since 2022, and previously worked at Wipfli Financial Advisors and held academic roles at the University of Wisconsin–Madison and Whitefish Bay Middle/High School. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing, buy-and-hold strategies, and offers a range of supplemental investment options alongside affiliated legal, trust, and recordkeeping services.

Pantelis Xidias is a financial advisor with Eagle Strategies (NY Life) based in Chicago, IL. He holds the Series 65 and Series 63 licenses and has five years of industry experience. Prior to joining Eagle Strategies, he worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory role, he is involved in managing workflow at Apex Auto Care, an automotive repair business. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, with the majority of assets managed on a non-discretionary basis and a focus on fiduciary responsibilities to retirement investors.