James Cannon is a financial advisor at Snowden Capital Advisors LLC with 25 years of industry experience. He previously worked at JP Morgan Chase Bank NA and JP Morgan Securities LLC from 2011 to 2020. Cannon holds Series 63 and Series 66 licenses. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers customized portfolio management, investment consulting, and financial planning, utilizing a multi-team approach combined with institutional capabilities and a wide range of investment tools.

Peter Steigerwald is a financial advisor at Chicago Partners Investment Group LLC with two years of industry experience. He holds a Series 65 designation and has prior work experience at Eddie Bauer, the Office of State Planning and Budgeting for the State of Colorado, and the University of Notre Dame. Chicago Partners Investment Group LLC advises a diverse client base, including individuals, trusts, nonprofits, endowments, and corporations, offering portfolio management, financial planning, retirement services, and family-office reporting. The firm employs a long-term, diversified investment approach and sponsors affiliated pooled investment vehicles, serving both private fund clients and insurance companies.

Judith Rossetti is a CFA® charterholder with one year of industry experience. She currently works at Forum Financial Management, LP and has previous experience at Macquarie Group and AMP Capital. She had a one-year career break prior to joining her current firm. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and other institutional clients. The firm offers model asset-allocation portfolios based on Modern Portfolio Theory and supports independent advisors through its Forum Advisor Alliance division.

Jennifer Des Groseilliers is a financial advisor at The Mather Group, LLC with 24 years of industry experience. She holds a Series 66 designation and has previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MSI Financial Services. She is also a non-practicing attorney and provides consulting services to financial advisors and their teams on business practices. 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 multiple risk-based allocation models and customization options, integrating AI tools to support market data analysis and client communications.

Sara Salvino is a Series 65-credentialed advisor with one year of industry experience. She is currently with Performance Wealth, where she has worked since 2023, and previously worked at UBS Financial Services. Salvino has an academic background including roles at Vanderbilt University and The University of Chicago. Performance Wealth serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, providing discretionary and non-discretionary investment management along with comprehensive wealth management and financial planning. The firm manages over $4 billion in client assets and employs a primarily long-term, portfolio-focused investment approach using diversified allocations across mutual funds, ETFs, individual securities, and alternative investments.

Craig McWilliams is an investment advisor representative at FourStar Wealth Advisors, LLC with 14 years of industry experience. He has worked at firms including Profor Securities, HLD Hedge Funds, and Great Point Capital. FourStar Wealth Advisors serves individuals, retirement 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 allocate assets across various securities and independent managers, tailoring portfolios to client risk tolerance and time horizon.

Tyler Cook is a financial advisor at SpiderRock Advisors, LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at BlackRock Investments, LLC and several positions during his time at the University of Colorado - Boulder. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to a range of institutional and individual clients. The firm employs systematic, technical, and rules-based processes combined with quantitative and fundamental analysis to implement option-based hedges and overlays using proprietary software and real-time risk monitoring.

Michele Francisco is a CFP® professional with 18 years of industry experience, currently serving at Curi Capital, LLC. She has been with RMB Capital Management, LLC since 2010. Based in Chicago, IL, she holds Series 63 and Series 65 licenses. Curi Capital serves a diverse client base including individuals, families, institutions, and retirement plan sponsors, offering services such as Wealth Management, Asset Management, and Family Office Services. The firm employs a long-term, fundamental investment approach combining in-house strategies and external managers, managing approximately $9.83 billion across various investment vehicles.

Megan Mccarthy is a CFP® with four years of industry experience. She has been with The Mather Group, LLC since 2017, with a brief tenure at Franklin Wealth Advisors in 2017-2018. Megan is based in Chicago, IL. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax, estate planning, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and incorporates third-party AI and machine-learning tools under human oversight.

Cedric Mc Clain is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding a Series 66 credential and three years of industry experience. Before joining CliftonLarsonAllen in 2026, he worked at UBS Financial Services Inc. from 2023 to 2026. Outside of finance, he owns A1 Cloths LLC, a fashion consulting business that assists local clothing brands with marketing and sourcing materials internationally. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients by providing wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm utilizes a combination of discretionary and non-discretionary investment approaches and integrates multidisciplinary planning through its affiliation with CliftonLarsonAllen LLP.

Matthew Szafranski is a CFP® and CFA® with eight years of experience at Chesley, Taft & Associates, LLC, where he has been since 2018. Prior to that, he spent eight years at Ameriprise Financial/Columbia Management. Chesley, Taft & Associates serves primarily high net worth individuals and related entities, including trusts, IRAs, and family foundations, as well as corporations and employee benefit plans. The firm emphasizes fundamental equity analysis and tailored asset allocation, managing approximately $3.0 billion in client assets across various strategies.

Tanner Bivens is a Series 65-licensed financial advisor with six years of industry experience. He has worked at McAdam LLC since 2021 and previously held roles at W&S Brokerage Services and Western & Southern Life. McAdam LLC is a large registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to construct diversified portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a subscription-based financial planning service alongside access to alternative and specialized investment strategies.

Richard Trittschuh is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with CliftonLarsonAllen Wealth Advisors since 2012 and is also a principal of the parent public accounting and consulting firm, CliftonLarsonAllen LLP. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension plans, corporations, and charitable organizations. The firm offers a range of services such as portfolio management, financial and estate planning, and business succession advisory, utilizing strategic asset allocation with both active and passive investment vehicles.

Patrick Noonan is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors since 2025. He previously worked at Commonwealth Financial Network for 11 years. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies overseen by a central investment team.

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 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® 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.

Gregory Vlassov is a CFP® professional with nine years of experience at JMG Financial Group Ltd. He began his career at Dominican University before joining JMG Financial Group in 2017. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with services that include wealth management, portfolio management, and financial consulting. The firm employs a planning-based, long-term investment approach focused on strategic asset allocation and utilizes a range of investment vehicles, including ETFs, mutual funds, equities, fixed income, and private investments.