Charles Brey is a CFP® professional with 10 years of industry experience. He is currently with Curi Capital, LLC and has been associated with RMB Capital Management since 2014. Curi Capital serves a diverse client base including individuals, families, institutions, corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental investment approach for equities and a relative-value strategy for fixed income, combining in-house and external management with proprietary risk analysis tools.

Nick Moylan is a financial advisor at FourStar Wealth Advisors, LLC in Chicago, IL, holding a Series 66 designation with 13 years of industry experience. His prior roles include positions at JP Morgan Securities, JP Morgan Chase Bank, Great Lakes & Atlantic Wealth Managers and Advisory, Hayden Royal, and Morgan Stanley. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs both fundamental and technical analysis to manage client assets across a variety of investment vehicles, including mutual funds, ETFs, individual securities, options, and third-party managers, with portfolios tailored to risk tolerance and time horizon.

Jeffrey Doblin is a CFP® and CFA® with eight years of industry experience, currently serving as a financial advisor at Forum Financial Management, LP. He has been with Forum Financial Management since 2017, with prior experience at Bourbon Financial Management and Wedbush Futures. Outside of his advisory role, he is involved in freelance writing and supports the Wilmette Park Districts through the Ouilmette Foundation. 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 serves as a sub-advisor and turnkey asset management platform for other independent RIAs, implementing portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Narsai Toma is a financial advisor with Northern Trust Securities, Inc. He holds a Series 66 designation and has eight years of industry experience, including prior roles at Merrill and Northeastern Illinois University. He is based in Chicago, IL. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that provides discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients with portfolios that include proprietary and third-party products, combining advisory, brokerage, and custody services.

Mark Strefner is a financial advisor with World Equity Group, Inc. in Oakbrook Terrace, IL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with World Equity Group since 2008 and also holds longstanding roles with AIG American General Life Insurance Company and American General Securities Incorporated since 2002. Outside of his advisory work, he is involved as a principal and consultant in a life insurance distribution group and serves as a benefits consultant for a nonprofit association in the commercial cleaning industry. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, and business entities. The firm offers managed portfolios through wrap-fee programs that combine discretionary portfolio management, financial planning, and access to third-party money managers, with an investment approach guided by risk tolerance and ongoing account reviews.

Paul Berghoff Jr. is a financial advisor with Centennial Securities Company, Inc. He holds Series 63 and Series 66 designations and has 30 years of industry experience. His career includes over 10 years with Centennial Securities and ongoing involvement with Berghoff & Company, Inc., where he also serves as president. Outside of financial advising, he operates Season Seats LLC, which provides client entertainment and travel experiences. Centennial Securities Company, Inc. offers discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, and various institutional entities. The firm’s investment approach combines fundamental and technical analysis with tailored portfolios using proprietary and third-party models, serving a diverse client base including corporate pension plans and foundations.

Orlando Ochoa is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and 23 years of industry experience. He has been affiliated with IHT Wealth Management, LPL Financial, and Lpl Insurance Associates since 2014. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative tools to manage diversified model portfolios and offers a range of investment strategies including discretionary asset management and financial planning through a network of 153 advisors.

Belinda Lusk is a financial advisor at Compass Financial Management LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Halo Securities LLC, Sentinus, LLC, and Ausdal Financial Partners, Inc. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm offers discretionary portfolio management and retirement plan consulting, utilizing a multi-disciplinary investment process across various asset classes.

James Ogara is a financial advisor at Chicago Partners Investment Group LLC with 11 years of industry experience. He has been with Chicago Partners Wealth Advisors since 2014. Ogara holds Series 63 and Series 65 designations. Chicago Partners Investment Group LLC serves a diverse client base, including individuals, trusts, not-for-profits, endowments, and corporations. The firm employs a long-term, diversified investment approach and offers customized portfolio management, financial planning, retirement services, and an automated advisory program.

Tyler Boland is a financial advisor at Mutual of Omaha Investor Services, Inc. with two years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Northwestern Mutual and Comey and Shepherd. In addition to advising, he is licensed as an insurance agent specializing in life, health, annuities, and other insurance products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money management, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet and Pershing platforms, serving a broad range of clients including both non-high-net-worth and high-net-worth investors.

Christopher Tate is a CFA® charterholder at Curi Capital, LLC with one year of industry experience. He previously worked at Morningstar, Deloitte, and CBS Financial. 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 focused on equities and fixed income and offers a variety of services including wealth management, retirement plan solutions, and specialized products for medical professionals.

Maisa Ahmad is a financial advisor at Northern Trust Securities, Inc. with 16 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Northern Trust Securities, Inc. provides investment advisory and model-based managed account services to high-net-worth individuals and institutional clients. The firm utilizes model-driven strategies combining proprietary and third-party products, supported by governance reviews and technology platforms for portfolio implementation and monitoring.

Matthew Jamieson is a financial advisor with M HOLDINGS SECURITIES, Inc. in Northfield, IL, holding Series 63 and Series 65 credentials and 15 years of industry experience. He is president of Jamieson Financial Services, LLC and Jamieson and Associates, Ltd., and serves as vice president of Jamieson Financial, a life settlement brokerage firm. Jamieson is also active in community organizations, serving on the board of the Greater North Shore Estate & Financial Planning Council and participating in the Cherry Scholarship Fund committee. M HOLDINGS SECURITIES, Inc. provides a range of advisory and brokerage services to individuals, retirement plans, charitable organizations, and businesses nationwide through independent Member Firms. The firm delivers investment management through financial professionals and third-party sub-advisors, offering various programs and ongoing monitoring tailored to client suitability.

Bruce Skryd is a financial advisor with Forum Financial Management, LP, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Forum Financial Management since 2013 and also operates Bruce J. Skryd, Inc., an accounting and tax services firm where he serves as owner, president, and Certified Public Accountant. Forum Financial Management provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, managing portfolios primarily using DFA institutional mutual funds and ETFs within a Modern Portfolio Theory framework.

Salvatore Esposito is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding a Series 66 designation with 14 years of industry experience. His prior experience includes a 12-year tenure at UBS Financial Services. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm integrates quantitative and qualitative analysis through proprietary models, offering a broad range of strategies and serving both direct clients and third-party advisers via its wholesaling and model licensing businesses.

Alexander Klaas is a financial advisor at Gladstone Wealth Partners with 10 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services before joining Gladstone and LPL Financial in 2021. Klaas maintains involvement in a personal fiduciary role as trustee of a family trust. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers a range of services including discretionary portfolio management and retirement plan consulting, with investment approaches tailored at the representative level and supported by platform-level due diligence.

Elias Friedman is a CFP® professional with 33 years of industry experience, currently affiliated with Mariner Independent. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he owns and operates a business selling inflatable products and towels. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s platform offers access to model portfolios, third-party managers, and retirement plan solutions, supported by affiliations with institutional and retirement plan resources.

Rudolph Litavsky is a CFP® with six years of experience in the financial industry. He is affiliated with LaSalle St. Investment Advisors, L.L.C. and has worked at Innovator Capital Management, LLC and Foreside Fund Services, LLC since 2020. He also has prior experience with Innovative Decorating. Outside of advisory work, he is involved in fixed insurance activities. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary management programs, including client-approved assets through its LaSalle St. Asset Management Program (LAMP) and managed discretionary portfolios utilizing diversified asset classes.

Dennis Tierney is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. Tierney has been with LaSalle St. Securities, L.L.C. since 2005. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, including high-net-worth clients, as well as trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, utilizing a mix of asset allocation models, mutual funds, ETFs, equities, fixed income, and options.

Will Hendricks is a Certified Financial Planner® with 12 years of industry experience. He is currently with Citizens Private Wealth and Citizens Securities, Inc. and Citizens Bank in River Forest, Illinois. His prior experience includes roles at Blue Ocean Companies, Lion Street Financial and Advisors, J.P. Morgan Securities, and First Republic Securities Company. Citizens Private Wealth, LLC is a multi-team registered investment adviser that serves high-net-worth individuals, families, pension and profit-sharing plans, business entities, trusts, estates, charitable organizations, and endowments. The firm offers discretionary and non-discretionary investment management, ERISA plan advisory, tax and estate structuring, and business consulting services, using an open-architecture investment approach tailored to client goals. Its affiliation with Citizens Bank provides access to banking products and securities-based lending, alongside an investment platform managed by a Chief Investment Officer combining quantitative and qualitative research.