Joan Giardina is a financial advisor at Chesley, Taft & Associates, LLC with 17 years of industry experience. She has been with Chesley, Taft & Associates since 2002. Chesley, Taft & Associates serves individual and high-net-worth clients, providing discretionary and non-discretionary portfolio management alongside personalized financial planning. The firm manages approximately $2.8 billion in assets and employs tailored asset allocation and fundamental analysis across various equity and fixed income strategies.

Andrew Rome is a financial advisor at SEIA with 15 years of industry experience. He holds a Series 66 designation and has worked previously at SES Inc., Royal Alliance Associates, and Jhfn Sii. He also provides general financial education on an ad hoc basis. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform. The firm combines strategic macro asset-allocation with tactical adjustments using quantitative and qualitative research, offering a mix of discretionary and primarily non-discretionary investment management alongside financial planning and retirement consulting services.

Benjamin Schwartz is a CFP® with 12 years of experience in financial advising. He has been with Plancorp, LLC in Chicago, IL since 2013. Plancorp serves high-net-worth individuals, trustees, business owners, charitable organizations, and retirement plans with services including wealth management, investment management, financial planning, pension consulting, business owner succession planning, and tax preparation. The firm employs a Modern Portfolio Theory-based investment process, provides discretionary and non-discretionary management, and maintains ongoing fiduciary certification through CEFEX.

Gregg Kaplan is a financial advisor at DayMark Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Audent Global Asset Management and the OCC. Outside of his advisory role, he is a licensed real estate agent in Illinois, providing client referrals for property transactions. DayMark Wealth Partners serves individual, high-net-worth, trust, retirement plan, and institutional clients with asset management, financial planning, and retirement plan consulting. The firm manages portfolios using a combination of internally managed models, third-party managers, and held-away account tools, employing fundamental, technical, quantitative, and ESG analysis.

Gregory Vlassov is a CFP® professional with nine years of experience at JMG Financial Group LTD and four years of prior experience at Dominican University. He is based in Downers Grove, IL. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with comprehensive wealth management, portfolio management, and financial consulting services. The firm employs a planning-based, long-term investment approach with strategic asset allocation and offers a range of investment options including ETFs, mutual funds, individual equities, and private investments.

Jody Robinson is a financial advisor with Kingsview Wealth Management, LLC, holding a Series 66 designation and 17 years of industry experience. He has been with Kingsview Wealth Management and Kingsview Partners LLC since 2015. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through a combination of advisor-led financial planning, model-based strategies, and access to a broad range of investment instruments and third-party managers.

Gregory Romanczuk is a financial advisor with NFSG Corporation, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been associated with Newbridge Securities since 2010. Outside of his advisory role, he is also an insurance representative selling variable and fixed annuities. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers discretionary and non-discretionary asset management, financial planning, and utilizes a mix of fundamental, technical, and cyclical analysis to tailor portfolios to client objectives and risk tolerance.

Emily Cooper is a financial advisor at Curi Capital, LLC in Chicago, IL, holding a Series 65 designation with seven years of industry experience. She has worked at RMB Capital Management, LLC since 2016 and has a background with Loyola University Chicago. 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, mutual funds, and private funds, and offers a range of services including Wealth Management, Retirement Plan Solutions, and a subscription education product targeted at medical professionals.

Frank Griseta is a financial advisor with Focus Financial and holds a Series 66 designation. He has 21 years of industry experience and has been affiliated with OSAIC and Focus Financial Network since 2010. Outside of his advisory role, Griseta co-owns a medical billing services company with his wife and operates a photography business. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion across 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Matthew King is a Certified Financial Planner® with 15 years of industry experience. He is currently with HighPoint Planning Partners and previously worked at Edward Jones and HighPoint Advisor Group. Outside of his advisory role, he is associated with Commoncents, Inc., a business entity for tax and investment purposes. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $4.0 billion in client assets and employs a range of investment strategies and custodial platforms while maintaining continuous account monitoring and formal annual reviews.

Sophie Evans is a financial advisor at SpiderRock Advisors, LLC with one year of industry experience. She holds a Series 66 designation and previously worked at BlackRock Investments, LLC and UBS Financial Services, Inc. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, including other asset managers and high-net-worth individuals. The firm combines systematic and quantitative approaches with fundamental analysis to manage option-based hedges and overlays, offering customized portfolio and risk management solutions.

Edward Perry Jr. is a CFP® with 30 years of industry experience, currently affiliated with LaSalle St. Investment Advisors, L.L.C. He has worked at Commonwealth Financial Network since 2008 and has been involved with Fitzgerald & Perry, P.C. and The Law Offices of Fitzgerald & Perry since 1999. Outside of his advisory role, he is president of Perry Wealth Counsel, focusing on investment, retirement planning, insurance, and fixed annuities, and also operates an estate law firm. LaSalle St. Investment Advisors serves individuals, trusts, pension plans, corporations, and charitable organizations with fee-based financial planning and portfolio management. The firm offers both discretionary and non-discretionary asset management using a variety of investment strategies and vehicles, with a notable emphasis on non-discretionary assets and collaborative arrangements with third-party managers.

Shamus Fitzpatrick is a financial advisor at SpiderRock Advisors, LLC in Chicago, IL. He holds a Series 66 designation and has one year of industry experience. Prior to joining SpiderRock Advisors, he worked at BlackRock Investments, LLC. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, including asset managers, advisers, family offices, and pension funds. The firm employs systematic, technical, and rules-based processes combined with quantitative and fundamental analysis to manage option-based hedges and yield-enhancing overlays through proprietary software and real-time risk monitoring.

Gerran Batterberry is a CFP® professional with 21 years of experience in the financial services industry. He is currently with HighPoint Planning Partners, where he has worked since 2022, and has held roles at LPL Financial, CUNA Brokerage Services, CUNA Mutual Group, and TD Ameritrade. Outside of advisory work, he has experience in flight training. HighPoint Advisor Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and acts as sponsor and manager of a wrap-fee program, implementing portfolios with a range of investment vehicles and using both proprietary and third-party platforms.

Kelly Carpenter is a CFP® professional with 11 years of experience in financial advising. Kelly has been with The Mather Group, LLC since 2022. Prior to joining The Mather Group, Kelly was self-employed for eight years. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by 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 options and utilizes AI and machine-learning tools to support market analysis and client communications.

Megan Martin is a financial advisor at Forum Financial Management, LP with seven years of industry experience. She holds a Series 65 credential and has been with Forum Financial Management since 2011. Outside of her advisory role, she is a member of FRM Holdings LLC, a holding company. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, offering model portfolios primarily implemented with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Michael Moles is a financial advisor with Forum Financial Management, LP, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked concurrently since 2016 as a tax preparer with Match Enterprises, Inc., providing tax return services. Forum Financial Management, LP delivers investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory, using institutional mutual funds, ETFs, and individualized fixed income strategies, and offers specialized back-office and sub-advisory services to independent advisors and RIAs.

Stephen Kennedy is a financial advisor at B. Riley Wealth Advisors, Inc. with 53 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with B. Riley Wealth Management since 2002. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in assets with about 274 advisors. The firm provides a wide range of advisory services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans through multiple program structures and both proprietary and third-party investment models.

Jack Cahill is a financial advisor at The Mather Group, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Morgan Stanley and various educational and service organizations. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by offering integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and utilizes AI tools under human oversight to support market analysis and client communications.

Gabriel Szymarek is a financial advisor at Zacks Investment Management, Inc. with eight years of industry experience. He holds a Series 66 designation and has held prior roles at firms including LBMZ Securities, Innovator Capital Management, and Wells Fargo Clearing Services. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm employs a proprietary quantitative and qualitative investment process centered on earnings-estimate revisions and serves both as a direct manager and a provider of indices, model portfolios, and alternative funds across multiple distribution channels.