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.

Christopher Rhoades is a financial advisor at Waverly Advisors, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Positive Equity, B&C Enterprises, and various educational institutions. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations, offering a range of investment management, financial planning, and multi-family office services.

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.

Nahal Sabbagh Kermani is a financial advisor at Apollon Wealth Management, LLC with 11 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Goldman Sachs and JPMorgan Chase Bank. Nahal is based in Chicago, IL. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm offers financial planning, portfolio management, and consulting services, utilizing a combination of centrally managed strategies and locally managed portfolios across various investment vehicles.

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.

George Alkhoury is a financial advisor at Northern Trust Securities, Inc. with 17 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and U.S. Bancorp Investments, Inc. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation providing discretionary portfolio management through a wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients using a model-driven approach with Separately Managed Accounts and other managed portfolios delivered via the Fidelity Managed Account Xchange platform.

Julissa Martinez is a financial advisor at Alera Investment Advisors, LLC with one year of industry experience. She holds a Series 66 designation and has worked at firms including Fisher Investments and Triad Advisors. Martinez is also an administrative professional for Alera Group. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, families, trusts, businesses, institutions, and retirement plans. The firm offers discretionary portfolio management and ERISA-focused plan services, utilizing a mix of internal management, affiliate platforms, and independent managers with a long-term investment orientation.

Michael Niewiadomski is a CFP® and Series 66-registered advisor with three years of industry experience. He is currently with Dynamic and has prior experience at Lincoln Financial Advisors, as well as roles outside the financial industry. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and unaffiliated registered investment advisers. The firm emphasizes a long-term, client-specific portfolio construction process and offers portfolio management, financial planning, retirement plan services, and sub-advisory support, with particular focus on supporting other advisers through integrated technology and outsourced services.

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.

David Rog is a financial advisor at Goldman Sachs Wealth Services with 12 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs since 2021, following an 11-year tenure at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporations, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

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.

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® professional with 25 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. in Chicago, IL. He has worked with Charles Schwab & Co., Inc. since 2017 and has previous experience at MML Investors Services and Mass Mutual Life Insurance Company. Zimmer also maintains residual commissions from prior insurance policies issued before his time at Schwab. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across multiple asset classes. The firm delivers advice using Schwab’s asset allocation models and research tools, with clients retaining final trading decisions and discretion generally residing with affiliated or third-party money managers.

Austin Martineau is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with two years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, Strategic Wealth Partners, and Kams LLC. Outside of advisory work, he previously managed Ultimate Carwash and Detail Center. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

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.