Craig Norris is a CFP® with three years of industry experience, currently affiliated with Mariner Independent in Chicago, IL. He has held advisory roles at Archiwealth and Mariner Platform Solutions and serves on the advisory board of The H Foundation, a nonprofit focused on cancer research. Additionally, he creates content for an internet-based sports media channel called Game On Media. Mariner Independent provides investment advisory, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers access to model portfolios, third-party managers, and a range of retirement plan services, supported by institutional affiliations that enhance its investment and fiduciary capabilities.

Peter Lewis is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Elmhurst, IL, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. He has been with LaSalle St Securities LLC since 2016. Outside of advising, he is involved in insurance sales. LaSalle St. Investment Advisors provides 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, with a notable predominance of non-discretionary assets under management.

Kelsey Narish is a CFP® with eight years of industry experience, currently serving at Arete Wealth Advisors, LLC since 2023. She also operates Narish Financial Service, where she provides life insurance and annuities as part of comprehensive financial planning. Prior to her financial advisory roles, she worked at Bradley-Bourbonnais Community High School for one year. Arete Wealth Advisors offers investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model-based allocation strategies and uses third-party sub-advisers while acting as an ERISA fiduciary when applicable.

Daniel Cardell is a CFA® charterholder with 15 years of industry experience, currently serving as an advisor at Chicago Partners Investment Group LLC since 2018. He previously worked at Chancellor Financial Group WB LLC and has held roles at Waveco Energy LLC and Roadwave LLC. Outside of his advisory work, he is a partner in Holborn Village LLC, a real estate property management business. Chicago Partners Investment Group LLC serves a diverse client base including individuals, trusts, endowments, and corporations, offering portfolio management, financial planning, and retirement services. The firm utilizes a long-term, diversified investment approach focused on fundamental analysis and customized portfolios, and is notable for sponsoring affiliated pooled investment vehicles and serving insurance company clients.

Claire Fischer is a financial advisor with First Advisors National, LLC, holding a Series 65 designation and based in Oak Park, IL. She has no prior industry experience and worked in various roles outside finance, including healthcare and hospitality. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily for individual clients, utilizing third-party money managers and offering discretionary portfolio management combined with fundamental analysis and regular reviews.

Brett Simms is a financial advisor with Interactive Financial Advisors in Chicago, holding a Series 65 designation and 12 years of industry experience. He has been with Interactive Financial Advisors since 2014. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, retirement plans, and institutional clients, using fundamental analysis and Modern Portfolio Theory to build diversified ETF and mutual fund model portfolios. The firm operates a large multi-advisor network and offers a proprietary process for client portfolio reviews.

Nicholas Lopez is a financial advisor at Zacks Investment Management, Inc. with six years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and LBMZ Securities, Inc. Prior to his advisory career, he was involved with Henry County Public Schools and the Henry County/Martinsville YMCA. 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 stock-ranking approach based on earnings-estimate revisions and offers a range of strategies and investment vehicles, while also licensing indices and model portfolios to other advisers and sponsors.

Peter Flanzer is a financial advisor with Bartlett & Co. Wealth Management LLC in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at Waterstone Financial Group and Lodestar Investment Counsel, LLC. Outside of his advisory role, he serves as managing member of Marion Investment Partners LLC, overseeing private investments. Bartlett & Co. Wealth Management serves high-net-worth individuals, families, and institutional clients, offering discretionary wealth management, comprehensive financial planning, and institutional fixed-income management. The firm emphasizes diversified asset allocation, relative-value analysis for fixed income, and uses mutual funds and ETFs to implement targeted exposures.

Brian Kasal is a financial advisor with FourStar Wealth Advisors, LLC in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with FourStar Wealth Advisors since 2014 and also serves as CEO of FourStar Insurance Services, LLC, an insurance sales business he founded in 2015. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a combination of fundamental and technical analysis to manage portfolios tailored to clients’ risk tolerance and time horizon, often employing mutual funds, ETFs, individual securities, options, and third-party managers.

John O'Shea is a financial advisor at Merit Financial Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Blueprint Wealth Advisors LLC, Commonwealth Financial Network, and Slalom. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, with oversight from a central Investment Management team and Investment Committee.

Morgan Browne is a CFP® professional with four years of industry experience, currently serving at The Mather Group, LLC. Prior to joining The Mather Group, Browne worked at Siemens and has a background that includes time at the University of Illinois Urbana-Champaign. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with various risk-based allocation models and customization options, including ESG portfolios and direct indexing.

Margo Sweany is a financial advisor at Curi Capital, LLC in Chicago, IL, holding CFP® and Series 65 credentials with 15 years of industry experience. She has worked at RMB Capital Management since 2010. Outside of her advisory role, she owns and operates a small rental property through a single-member LLC. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, retirement plans, institutions, mutual funds, private funds, and family offices. The firm employs a long-term, fundamental investment approach and offers a range of services including wealth management, retirement plan solutions, and specialized offerings for medical professionals.

Brian Gedonius is a Certified Financial Planner® with 21 years of industry experience. He has been with HighPoint Advisor Group LLC and LPL Financial since 2014. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and manages a wrap-fee program, implementing portfolios through fundamental analysis across various asset classes and utilizing multiple third-party and LPL-sponsored platforms.

Joseph Hume is a financial advisor at Northern Trust Securities, Inc. in Chicago, IL, holding the CFP® designation and Series 66 license, with four years of industry experience. Prior to his current role starting in 2022, he worked at Morgan Stanley Smith Barney LLC in 2021 and has a varied background including positions in education and financial services. Northern Trust Securities, Inc. is a wholly owned subsidiary of Northern Trust Corporation that provides discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients with separately managed accounts and strategist portfolios delivered via the Fidelity Managed Account Xchange platform, combining advisory, brokerage, and custody services.

Mark Nichol is a financial advisor at The Mather Group, LLC with four years of industry experience. He previously worked at Mesirow Financial Investment Management Inc. and Zeiler Insurance Services. Nichol has also spent several years as a full-time student prior to his advisory career. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and offers customization options including direct indexing and ESG factor portfolios.

Juliette Romeo is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Elmhurst, IL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with LaSalle St. Securities, LLC since 2003. Outside of her advisory work, she practices law and tax preparation. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, emphasizing a predominance of non-discretionary assets under management.

Tonio Crudele is a financial advisor at Zacks Investment Management, Inc. with 18 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior roles include positions at Advisors Asset Management, Inc. and Allstate corporate entities. Zacks Investment Management provides discretionary investment management services to individuals, trusts, estates, retirement plans, and institutional clients. The firm employs proprietary quantitative models combined with qualitative portfolio management across various strategies and sponsors wrap-fee programs while managing affiliated mutual funds and ETFs.

William Kirk is a CFP® professional with 19 years of industry experience. He has worked at The Mather Group, LLC since 2018 and previously spent two years at TIAA. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and integrates AI and machine-learning tools alongside human oversight.

Thomas Mc Guire is a financial advisor at Silver Oak Securities, Incorporated with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Sentinus-Halo Securities, LLC and Morningstar Investment Services LLC. Outside of finance, he is a partner in DMC Fitness Solutions, a business that repairs and maintains fitness equipment. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of over 100 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs tailored to client objectives and uses a combination of individual securities, ETFs, mutual funds, and model portfolios supported by operational features such as ongoing model monitoring and an automatic investment process.

Zachary Freitag is a financial advisor at The Mather Group, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC. His background includes roles outside finance, such as at Cog Hill Golf Club and Door Dash. The Mather Group 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 multiple risk-based allocation models and customization options, supported by AI and machine-learning tools under human oversight.