James Schmelter II is a financial advisor with SpiderRock Advisors, LLC, holding a Series 66 designation and one year of industry experience. He previously worked at BlackRock Investments LLC and BlackRock from 2018 to 2024. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to a diverse client base, including institutional clients, family offices, and high-net-worth individuals. The firm utilizes systematic, technical, and rules-based processes combined with quantitative and fundamental analysis to offer option-based hedges, yield-enhancing overlays, and tailored synthetic borrowing strategies.

Jeffrey Gin is a CFP® with 23 years of industry experience. He is affiliated with Exodus Wealth, LLC and has worked with Prosperity Wealth Management, Inc. and Fortune Financial Services Inc. He is also involved in tax preparation as part of his other business activities. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans by providing asset management, financial planning, and consulting. The firm offers discretionary portfolio management and standalone financial plans, managing several hundred million dollars in assets with a focus on tailored account supervision and diversified investment strategies.

Jack Hagedorn is a financial advisor at Chicago Partners Investment Group LLC with nine years of industry experience. He holds a Series 65 designation and has been with Chicago Partners since 2017. Prior to his advisory role, he attended Indiana University - Bloomington. Chicago Partners Investment Group LLC provides discretionary and non-discretionary 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 oriented investment approach that combines fundamental analysis with quantitative optimization and model-based portfolio construction across multiple asset classes.

Emad Pervez is a financial advisor at Jaffe Tilchin Investment Partners, LLC with a Series 65 designation and one year of industry experience. Prior to joining Jaffe Tilchin, he worked at Farther and Nama Private Wealth and has academic experience from Midwestern University and Case Western Reserve University. Jaffe Tilchin Investment Partners serves individual and institutional clients, offering investment advisory, financial planning, institutional consulting, and private placement investment services. The firm manages accounts on discretionary and non-discretionary bases and provides specialized private fund operational services alongside its role as adviser to a performance-fee pooled investment vehicle.

Robert Volk II is a CFP® and Series 65-registered advisor at Plante Moran Financial Advisors with five years of industry experience. He has worked at Plante Moran Financial Advisors since 2019, with prior experience at Costco, the University of Wisconsin–Madison, and Dow AgroSciences. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base, including individual and institutional clients such as banks, trusts, estates, and charitable organizations. The firm employs a range of analytical approaches and manages portfolios through discretionary and non-discretionary arrangements, with a distinctive asset mix compared to similar multi-team firms.

Olea Rykhlov is a CFP® professional with over 23 years of experience in wealth management, currently serving at Fifth Third Wealth Advisors LLC since 2026. Prior to joining Fifth Third, Olea spent 22 years at Truist Bank. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and separately managed account access to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis, often delegating to third-party managers and utilizing affiliated model strategies.

Kenneth Shotsberger is a financial advisor at Victory Financial Group with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Equitable Advisors, Axa Advisors, and Allstate Insurance. Outside of advising, he is a minority silent partner and investor in Greenbuild Capital, LLC. Victory Financial Group serves individual clients, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach based on Modern Portfolio Theory and integrates fundamental, cyclical, and behavioral analysis to construct diversified model portfolios.

Matthew Pope is an investment advisor representative at Latitude Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWN Securities, Inc. since 2009. In addition to his advisory role, he owns an accounting and tax business and is an independent insurance agent. Latitude Advisors serves individual and business clients, providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Daniel Cohen is a financial advisor at Thurston Springer Advisors with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Thurston Springer Financial since 2020 and at Nations Financial Group, Inc. from 2016 to 2020. Outside of his advisory role, he serves as president of Cohen Capital Management Group, Inc. and works as a tax consultant for Thorson Tax and Financial. Thurston Springer Advisors serves a diverse client base including individuals, corporations, and institutions, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a range of investment strategies such as Tactical Momentum, Earnings Momentum, and technical analysis, managing accounts primarily on a discretionary basis.

Gary Hirschberg is a financial advisor at Aaron Wealth Advisors with 19 years of industry experience. He holds a Series 66 designation and previously worked at Goldman, Sachs & Co. for 12 years before joining Aaron Wealth Advisors in 2018. Hirschberg serves on the Board of Directors and Finance Committee of International Hillel and is a member of the investment committee of the Indianapolis Museum of Art, both nonprofit organizations. Aaron Wealth Advisors serves high-net-worth and institutional clients, including business owners, entrepreneurs, and multi-generational families. The firm provides discretionary and non-discretionary portfolio management and standalone financial consulting, utilizing an outsourced platform to access third-party managers while maintaining client advisory relationships.

Ryan Hagedorn is a financial advisor at Chicago Partners Investment Group LLC with four years of industry experience. He holds a Series 65 designation and has operated a Chicago Chainlink Node since 2019, working on smart contracts outside of trading hours. Chicago Partners Investment Group advises a diverse client base, including individuals, trusts, endowments, and corporations, offering portfolio management, financial planning, and retirement services. The firm employs a long-term, diversified investment approach and sponsors affiliated pooled investment vehicles as part of its multi-team advisory platform.

Nicholas Winter is a CFP® with two years of industry experience, currently serving as a financial advisor at Bartlett & Co. Wealth Management LLC in Chicago, IL. His prior roles include positions at W&S Brokerage Services, Western & Southern Life, and the University of Cincinnati. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and a range of institutional clients, providing discretionary wealth management and comprehensive financial planning with an emphasis on diversified asset allocation and relative-value fixed income analysis. The firm is part of the Focus Financial Partners network and offers access to affiliate and third-party solutions alongside its investment management services.

Jared Napper is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has worked at Zacks Investment Management and LBMZ Securities Inc. since 2019 and previously at Security Distributors from 2015 to 2019. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm utilizes proprietary quantitative and qualitative models focused on earnings-estimate revisions and offers a range of investment strategies across multiple asset classes, serving both direct clients and third-party advisers.

Christopher Mercer is a financial advisor at Lifeworks Advisors, LLC with 15 years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and Scottrade. He holds Series 63 and Series 66 designations and is also a licensed insurance agent. Lifeworks Advisors serves a diverse range of clients, including individuals, trusts, estates, charitable organizations, and businesses, providing wealth management, financial planning, and retirement plan advisory services. The firm combines a planning-based tranche framework with a risk-based investment approach, utilizing low-cost mutual funds, ETFs, and alternative investments, alongside integrated tax and technology services.

Walter Nystrom is a financial advisor with A.G.P. / Alliance Global Partners in Chicago, IL. He holds Series 66 and Series 63 licenses and has three years of industry experience, including a three-year tenure at The Vanguard Group, Inc. prior to joining his current firm. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm utilizes an open-architecture investment approach with an emphasis on international investing and combines in-house management, third-party money managers, and sub-advisers to implement various strategies.

Thomas Flaig is a CFA® charterholder with 20 years of industry experience. He currently works at Chicago Partners Investment Group LLC and has been with Borthwick Associates since 2000. Chicago Partners Investment Group LLC serves a diverse client base, including individuals, trusts, endowments, and corporations. The firm employs a long-term, diversified investment approach using fundamental analysis and offers services such as portfolio management, financial planning, retirement plan consulting, and family-office reporting.

Gavin Bolanos is affiliated with VestGen Advisors, LLC and holds the Series 66 designation. He has experience spanning several roles since 2015, including positions at VestGen Advisors and Private Client Services, as well as work in educational institutions from 2015 to 2025. VestGen Advisors, LLC is an SEC-registered investment adviser managing approximately $6.66 billion for roughly 22,790 clients through 53 advisors. The firm provides investment management, financial planning, ERISA 3(21) retirement plan services, and uses a combination of fundamental, technical, and quantitative analysis alongside modern portfolio theory to develop client-specific strategies.

Brian Monahan is a financial advisor with Northern Trust Securities, Inc. in Chicago, IL, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with Northern Trust Securities since 2016. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that provides discretionary portfolio management to high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven investment solutions through Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs delivered via the Fidelity Managed Account Xchange platform, combining advisory, brokerage, and custody services.

Philip Johnston is a financial advisor at The Mather Group, LLC in Chicago, IL, holding CFP® and Series 65 designations with five years of industry experience. Prior to joining The Mather Group in 2022, he worked at ShankerValleau Wealth Advisors and Focus Financial. The Mather Group primarily 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 customizable portfolios and integrates third-party AI tools to support market analysis and client communications under human oversight.

Timothy Feldheim is a financial advisor with IHT Wealth Management LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His career includes roles at Sheridan Road Financial, Independent Financial Partners, and LPL Financial. Outside of his advisory work, he coaches high school football at Loyola Academy. IHT Wealth Management serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools in diversified model portfolios, and offers discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.