Kelsey Keefner is a financial advisor at Curi Capital, LLC with two years of industry experience. She holds a Series 65 designation and has been with Curi RMB Capital since 2020. Her prior work experience includes roles at Norcon and Jimmy Johns, as well as completing her college education at Northeastern Illinois University. Curi Capital serves individuals, families, institutions, corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm manages approximately $9.83 billion through a combination of in-house and external strategies, emphasizing long-term fundamental analysis and offering a range of wealth management, asset management, and retirement plan services.

Robert Hankla is a CFP® professional with 19 years of experience in financial advising. He has been with The Mather Group, LLC since 2020, following eight years at Resource Advisory Services. 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 risk-based allocation models and tax-synchronized portfolio construction, providing customized solutions such as direct indexing and ESG factor portfolios.

Todd Long is a financial advisor with The Mather Group, LLC, based in Chicago, IL. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. His prior roles include positions at Financial Engines Advisors, Edelman Financial Services, EF Legacy Securities, and Fidelity Brokerage Services. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by offering 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 provides customization options such as direct indexing and ESG factor portfolios.

Colin Cheaney is a CFA® charterholder with over five years of industry experience. He currently works at IHT Wealth Management LLC and previously held roles at Marquette Associates and Illinois Wesleyan University. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients, offering discretionary asset management, financial planning, and ERISA plan consulting. The firm employs a blended investment approach combining fundamental stock selection with quantitative tools and diversified model portfolios, supported by various operational features including an affiliated broker-dealer and venture/private equity activities.

Peter Lee is a financial advisor at Summit Trail Advisors, LLC based in Chicago, IL, with 20 years of industry experience. He holds the Series 66 designation and has worked at firms including Barclays Capital Inc. and Lehman Brothers Inc. Lee serves as an advisor to the board of the Solder True Life Foundation. Summit Trail Advisors serves individuals, business entities, trusts, and institutional clients by providing portfolio management, financial planning, family-office services, and retirement plan advisory. The firm employs an open-architecture investment process across multiple asset classes and manages approximately $20 billion with a focus on due diligence and diversified investment approaches.

Dimitre Ivanov is a financial advisor at Summit Trail Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes positions at UBS Financial Services, Banc West Investment Services, LPL Financial, and Corient. Summit Trail Advisors serves individuals, business entities, trusts, estates, charitable organizations, pension and profit-sharing plans, and institutional clients. The firm employs an open-architecture investment approach focusing on asset allocation, investment selection, and portfolio construction across multiple asset classes and outcome buckets.

Jakob Marringa is a CFA® with 16 years of industry experience. He has been with United Capital Financial Advisors since 2009. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm offers customized investment solutions and supports other independent advisors through its FinLife Partners platform, while maintaining a broad affiliate network that includes legal, trust, lending, and referral services.

Dennis Dean is a financial advisor with ON Investment Management Company in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior experience includes roles at The O.N. Equity Sales Company, Ohio National Financial Services, Hornor, Townsend & Kent, Inc., and Penn Mutual Life Insurance Company. He serves as a board member of the Kiwanis Club of Lindenhurst/The Lakes. ON Investment Management Company is a multi-team SEC-registered investment adviser providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of investment programs and combines discretionary and non-discretionary management approaches.

Kyle Omery is a CFP® professional currently with Aprio Wealth Management, LLC and has one year of industry experience. His prior roles include positions at Corient Private Wealth, Aspiriant, and Richwood Investment Advisors. Aprio Wealth Management provides investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm uses a range of portfolio management techniques and offers access to sub-advised strategies and private investments, with continuous monitoring and at least annual client reviews.

Meredith Sims is a financial advisor with CL Wealth Management LLC in Schaumburg, IL, holding the ChFC® designation and Series 63 and 65 licenses. She has 22 years of industry experience and has worked with multiple firms, including Heart Strong Wealth Planning and Onsystex. Outside of financial services, she owns Meredith Sims Creative LLC, a non-investment-related business. CL Wealth Management LLC offers portfolio advisory and financial planning services to individuals, businesses, and charitable organizations, utilizing both discretionary and non-discretionary management approaches tailored to client objectives and risk tolerance.

David Stone is a financial advisor at IHT Wealth Management LLC with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley in various capacities from 2007 to 2017. He has been with IHT Wealth Management and affiliated with LPL Financial since 2017. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm uses a blend of fundamental stock selection and quantitative tools to manage diversified portfolios and offers discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Ellis Greenstein is a CFP® professional at JMG Financial Group Ltd with one year of industry experience. Prior to joining JMG Financial Group, he spent four years at the University of Wisconsin and three years at Riviera Preparatory High School. JMG Financial Group provides wealth management, portfolio management, and financial consulting services to individuals, trusts, retirement plans, business entities, and charitable organizations. The firm follows a planning-based, long-term investment approach emphasizing strategic asset allocation and utilizes a range of investment vehicles including ETFs, mutual funds, equities, fixed income, and private investments.

Nolan Day is a financial advisor at Plante Moran Financial Advisors with one year of industry experience. He holds a Series 65 credential and has prior experience at Forum Health and Skypoint Ventures. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including high-net-worth individuals, institutional clients, and sovereign wealth funds. The firm combines fundamental, technical, and cyclical analysis with proprietary market valuation models and frequently employs third-party managers and alternative investments.

Johnathan Kulikowski is a CFP® professional with 12 years of industry experience. He is currently with HighPoint Planning Partners, having previously worked at VANTAGE FINANCIAL PARTNERS Limited for 11 years. HighPoint Advisor Group serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and offers access to various third-party and proprietary investment platforms.

Michael Wing is a financial advisor at B. Riley Wealth Advisors, Inc. in Chicago, IL, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with B. Riley-affiliated firms since 2012. Outside of advising, he is a licensed insurance agent involved with B. Riley Wealth Insurance. B. Riley Wealth Advisors offers investment advice and portfolio management to individual clients, pension plans, trusts, charitable organizations, and corporate clients. The firm employs a range of investment programs and manages approximately $4.21 billion in client assets through a team of about 173 advisors.

Bryon Stanislaw is a financial advisor at Curi Capital, LLC with eight years of industry experience. He holds the CFP® designation and several securities licenses, and has been employed at Jefferies & Company, Inc. since 2010. Outside of his advisory role, Stanislaw volunteers with Oak Park Family Services on their investment committee and serves as chairman and head of economic education for the Securities Industries Association Central States District. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, employer retirement plans, institutions, and family offices. The firm employs a long-term, fundamental investment approach combining proprietary strategies, third-party managers, and private funds.

William Bringham is a financial advisor at KCD Financial, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with KCD Financial since 2017, following five years at Freedom Investors Corp. Outside of his advisory role, he serves as president of WTB Associates, Inc., a tax preparation and accounting business. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors managing approximately $202 million in assets. The firm serves individuals—including high-net-worth clients—corporate pension plans, and charitable organizations, offering a range of investment strategies and access to third-party management programs.

Danielle Van Buren is a CFP® professional with six years of experience at Valeo Financial Advisors, LLC and a total of three years in the financial industry. Prior to joining Valeo, she held roles at Core Spaces, Beauty & Grace, Levee Tan & Laundry, and worked in educational settings including Purdue University and Guerin Catholic High School. Valeo Financial Advisors provides comprehensive financial planning and investment management services to individuals, families, and institutional clients. The firm employs a strategic asset-allocation approach with tactical adjustments and utilizes third-party research and independent managers, while also offering specialized services such as pro-bono planning and due diligence through its subsidiary, TwoPointO.

Jayson Gorski is a financial advisor at HighPoint Planning Partners with five years of industry experience. He holds the Series 66 designation and has prior experience at LPL Financial and CBRE, as well as a role at DePaul University. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning and consulting, retirement plan advisory, and acts as sponsor and manager of a wrap-fee program, utilizing fundamental analysis and a range of investment vehicles to implement client portfolios.

Scott Martin is a financial advisor with Kingsview Wealth Management, LLC in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Kingsview Partners LLC and Kingsview Wealth Management LLC since 2016. Outside of his advisory role, Martin serves as President and CEO of Accent Asset Management, a media services company, and contributes to Fox Business Network as an on-air reporter. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities, offering wealth management, financial planning, and asset management through a network of Investment Adviser Representatives and an internal portfolio group. The firm provides tailored portfolio management and constructs model strategies for separately managed accounts, ETFs, and external advisers, incorporating tactical, income-oriented, and alternative investment approaches.