Cesar Pena is a CFP® professional with 25 years of industry experience, currently serving at Northern Trust Securities, Inc. since 2024. His prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC, among others. Based in Chicago, IL, he holds Series 63 and Series 65 licenses. Northern Trust Securities, Inc. offers discretionary portfolio management through a model-driven wrap fee program, serving high-net-worth individuals, retail investors, and institutional clients. The firm utilizes a mix of proprietary and third-party investment products, with a governance process to oversee model providers and regular account reviews to ensure suitability and performance.

Donald Larsen IV is a CFP® certificant with 19 years of industry experience. He is currently with Forvis Mazars Wealth Advisors, LLC, having previously worked at FORVIS Wealth Advisors, LLC and BKD Wealth Advisors, LLC. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering financial planning, investment management, consulting, and retirement plan services. The firm’s investment approach focuses on customized asset allocation and an Investment Policy Statement tailored to each client’s objectives, combining active and passive strategies with an emphasis on diversification and cost control.

Trevor Isham is a CFP® with 14 years of industry experience, currently serving at Curi Capital, LLC. He has worked at RMB Capital Management since 2013 and previously at Katana Investment Advisors. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm employs a long-term, fundamentally driven investment approach across a range of account types and funds.

Nicole Campbell is a Certified Financial Planner (CFP®) with 10 years of industry experience. She has worked at Forum Financial Management, LP since 2014, currently serving as an advisor at the firm’s Lombard, Illinois office. 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 acts as a sub-advisor and turnkey asset management platform for other independent RIAs, managing portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Colin Perry is a Series 65-licensed financial advisor with one year of industry experience. He is currently with Forum Financial Management, LP and has prior experience at PR Wealth Management Group and as a self-employed advisor. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm utilizes model asset-allocation portfolios based on Modern Portfolio Theory, implementing these primarily through institutional mutual funds and ETFs, and offers specialized services including back-office support and sub-advisory solutions for independent advisors and RIAs.

Jeffrey Pearsall is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Curi Capital, LLC and previously worked at RMB Capital Management, LLC and UBS Financial Services. He also serves as figurehead director of Encore Inc. and JWE Enterprise. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm uses a long-term, fundamentally driven investment approach across a variety of portfolio solutions, including separately managed accounts, mutual funds, and private funds.

David Hattas is a financial advisor at The Mather Group, LLC in Chicago, IL. He holds a Series 65 designation and has one year of industry experience. Prior to joining The Mather Group, he worked at Windy City Wire and spent eight years in full-time education. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and offers customization options such as direct indexing and ESG factor portfolios.

Joel Schoenmeyer is a financial advisor at Sapient Capital LLC in Chicago, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Fifth Third, BMO Family Office, BMO Harris Bank, Loeb & Loeb, and Northern Trust. Sapient Capital provides wealth management, financial planning, family office services, and sub‑advisory support to individuals, high‑net‑worth families, trusts, foundations, and pooled investment vehicles. The firm employs a long-term investment approach combining fundamental and technical analysis to build diversified portfolios and offers both discretionary and non‑discretionary portfolio management.

Peggy Nourie is a financial advisor with Centennial Securities Company, Inc. in Chicago, IL, holding Series 63 and Series 66 designations and possessing 42 years of industry experience. She has been with Centennial Securities since 2012. Centennial Securities Company, Inc. offers discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, corporate plans, trusts, foundations, and other entities. The firm’s investment advice is delivered through its representatives, with portfolios tailored using fundamental and technical analysis, strategic asset allocation, and both proprietary and third-party models.

Aaron Ayala is a financial advisor at Curi Capital, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at RMB Capital Management for seven years. 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 strategies.

Faizan Arby is a financial advisor at Northern Trust Securities, Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Goldman Sachs & Co. LLC for six years and Northern Trust Company for three years. He is based in Chicago, IL. Northern Trust Securities, Inc. provides discretionary portfolio management through a model-driven approach tailored for high-net-worth individuals, retail investors, and institutional clients. The firm offers a range of managed account solutions, combining advisory, brokerage, and custody services within an integrated platform.

Jerome Bellm is a financial advisor with Highpoint Planning Partners, holding Series 63 and Series 66 registrations and 34 years of industry experience. He has been with Highpoint Advisor Group, also known as Midwest Family Wealth Management, since 2014 and has worked with LPL Financial for over 15 years. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities with services including discretionary asset management, financial planning, retirement plan advisory, and wrap-fee program management. The firm uses fundamental analysis and diversified investment approaches, leveraging both internally managed and third-party platforms to meet client needs.

Daniel Matola is a CFA® charterholder and holds a Series 65 license, with 17 years of industry experience. He is currently with Curi Capital, LLC and previously worked at RMB Capital Management LLC for nine years and Jacobus Wealth Management, Inc. for fifteen years. Outside of his advisory role, he serves as President and Treasurer of a family real estate holding company and sits on the board of a beverage distribution company. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm employs a long-term, fundamentally driven investment approach and offers both discretionary and non-discretionary services across a range of strategies and vehicles.

Steven Ostrander is a financial advisor at Highpoint Planning Partners with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Highpoint Planning Partners since 2012. Outside of his advisory role, he provides insurance illustrations and products for term life, long-term care, and disability insurance through Leaders Partners. Highpoint Planning Partners serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management and financial planning services, constructing investment policies through personal consultations and implementing portfolios using fundamental analysis across a range of securities and third-party platforms.

Timothy Funke is a CFA® charterholder with 10 years of experience in financial services. He currently works at OnePoint BFG Wealth Partners and previously spent nine years at Northwestern Mutual Wealth Management Company and related entities. Funke serves as a finance council member at St. Francis Xavier Church. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of portfolio management approaches using third-party managers and proprietary models while integrating technology and operational outsourcing into its service model.

Ryan O'Connor is a financial advisor with Advisory Alpha, LLC, holding a Series 65 designation and two years of industry experience. His prior roles include positions at Brookstone Wealth Advisors, Gradient Advisors, AE Wealth Management, and managing O'CONNOR Wealth Management. He is also co-owner of Naser & O'Connor Wealth Management and involved in insurance services through John O'Connor and Associates, LLC. Advisory Alpha manages over $4.3 billion for individual and high-net-worth clients, offering financial planning, specialty retirement-plan solutions, and subadvisory services. The firm employs a centralized Investment Team that uses a fund-of-funds approach with factor-based equity strategies, structured-product allocations, and fixed income solutions, typically managing portfolios on a discretionary basis.

Seth Wernick is a financial advisor at Curi Capital, LLC with two years of industry experience. He holds a Series 66 designation and has held positions at firms including Morgan Stanley, E*TRADE Securities, and Foreside Fund Services. Prior to his advisory career, he worked for the University of Georgia for nine years. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm employs a long-term, fundamentally driven investment process across various portfolio types and offers both discretionary and non-discretionary services.

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.

Samuel Lee is a CFP® with 12 years of industry experience and currently serves at Highpoint Planning Partners. His prior experience includes roles at Kovack Advisors, Financial Engines Advisors, Bank of America, and Merrill. Highpoint Planning Partners serves a range of clients including individuals, pension plans, trusts, and corporate entities, offering services such as discretionary asset management, financial planning, and retirement plan advisory. The firm employs fundamental analysis to construct client investment policies and utilizes various platforms to deliver consolidated advisory services.

Nahal Sabbagh Kermani is a financial advisor at Apollon Wealth Management, LLC with 11 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Goldman Sachs and JPMorgan Chase. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets. The firm serves individuals, high-net-worth families, family offices, and various institutional clients, combining centrally managed strategy mandates with locally managed portfolios and utilizing a range of investment approaches including ESG risk-based models and direct indexing.