Christopher Dallas is a financial advisor at World Equity Group, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with World Equity Group since 2011. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers managed portfolios through its wrap-fee programs, combining discretionary portfolio management, financial planning, and access to third-party money managers.

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 at firms including Royal Alliance Associates and Jhfn Sii. Outside of his advisory role, he provides general financial education on an ad hoc basis. SEIA is a multi-team advisory firm with approximately 142 advisors serving individual, trust, retirement plan, and institutional clients. The firm combines strategic and tactical asset allocation with quantitative and qualitative security selection, offering a range of portfolio management and financial planning services.

Benjamin Schwartz is a CFP® professional with 13 years of experience at Plancorp, LLC in Chicago, IL. He has been with Plancorp since 2013. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, investment management, financial planning, pension consulting, business succession planning, and tax preparation services. The firm’s investment approach is based on Modern Portfolio Theory and documented Investment Policy Statements, offering discretionary and non-discretionary management while incorporating tax-aware strategies such as tax-loss harvesting.

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.

Richard Levitz is a financial advisor with Alera Investment Advisors, LLC in Deerfield, IL. He holds the CFP® and ChFC® designations and has 34 years of industry experience. His prior roles include positions at Securian Financial Services, Minnesota Life Insurance Company, and Triad Advisors. He is also involved in a coaching and facilitating business, The Glenmore Group, LLC, and serves as a part-time faculty member at the Lake Forest Center for Leadership. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, and institutions. The firm employs a long-term, fundamental-analysis driven approach and integrates insurance and pension-consulting platforms in its advisory services.

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. She holds a Series 65 designation and has seven years of industry experience. Her prior roles include a position at RMB Capital Management, LLC and a five-year period at Loyola University Chicago. Curi Capital provides wealth management, investment management, retirement plan consulting, family office services, and a subscription offering for early-career medical professionals. The firm serves individuals, high-net-worth clients, and institutional clients, employing a long-term, fundamentally driven investment approach across various account types and investment vehicles.

Frank Griseta is a financial advisor with Focus Financial Network in Elk Grove Village, IL, holding a Series 66 designation and bringing 22 years of industry experience. His career includes roles at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Ameriprise prior to joining Focus Financial Network and OSAIC in 2010. Outside of financial advising, he co-owns a medical billing services business with his wife and operates a photography sole proprietorship. Focus Financial Network serves a diverse clientele, including individual investors, retirement plans, trusts, estates, and corporate entities. The firm offers personalized investment advice and comprehensive planning services, emphasizing coordination with other professionals for estate and tax planning needs.

Matthew King is a CFP® with 15 years of industry experience. He is currently with Highpoint Planning Partners and previously worked at Edward Jones and HighPoint Advisor Group, LLC. His outside business activities include involvement with Commoncents, Inc., a non-investment related entity for tax and investment purposes. Highpoint Planning Partners serves a broad client base including individuals, pension plans, trusts, and charitable organizations. The firm offers financial planning, discretionary asset management, and retirement plan advisory, utilizing fundamental analysis and a variety of investment vehicles alongside third-party and LPL-sponsored platforms.

Michael Fujii is a financial advisor with Advisory Services Network in South Barrington, IL, holding Series 63, Series 65, and Series 66 licenses and bringing 18 years of industry experience. He has worked at Advisory Services Network since 2022 and concurrently operates Fujii Partners Capital, LLC, which he founded in 2007. Advisory Services Network is an enterprise firm that serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent advisers. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing about $8.6 billion in client assets.

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 31 years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. He has been a principal at Fitzgerald & Perry, P.C. since 2008 and has practiced law at 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 he operates a law firm specializing in estate law. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, incorporating a mix of asset classes and third-party manager oversight, with a notable emphasis on non-discretionary asset management.

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.

Randolph Rodriguez is a financial advisor at CL Wealth Management LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Cabot Lodge Securities LLC, B.B. Graham & Company, and Morgan Stanley. He also operates d/b/a Saber Wealth Management in La Jolla, CA, where he provides financial advising and investment recommendations. CL Wealth Management LLC offers portfolio advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm uses both discretionary and non-discretionary management approaches tailored through fundamental and technical analysis, model portfolios, option strategies, and a variety of mutual funds and ETFs.

Donald Cohen is a Series 66-credentialed financial advisor with 25 years of industry experience, currently with World Equity Group, Inc., where he has worked since 2011. He has also operated his own CPA practice since 1982. Outside of his advisory role, Cohen serves as president of a condominium association in Hollywood, FL, and is a board member of the Boca Rio Golf Club. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a variety of clients, including individuals, pension plans, trusts, estates, and charitable organizations. The firm offers managed portfolios through wrap-fee programs and utilizes discretionary third-party managers, emphasizing asset allocation grounded in clients’ risk tolerance.

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.

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.

Bret Mooney is a financial advisor at VestGen Advisors, LLC with seven years of industry experience. He holds the ChFC® designation and Series 66 license. His career includes roles at Triad Hybrid Solutions, Triad Advisors, LPL Financial LLC, and Sequoia Wealth Management. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationships with centralized portfolio construction and offers wrap-fee programs, discretionary and non-discretionary management, and the use of third-party managers.