Joseph Zabratanski is a financial advisor at Donaldson Capital Management LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Donaldson Capital Management since 2011. Donaldson Capital Management provides investment management, financial planning, consulting, and retirement plan services to both individual and institutional clients. The firm employs proprietary portfolio strategies and combines fundamental, technical, and statistical analysis to manage income- and growth-oriented portfolios, serving a diverse client base that includes banking institutions, insurance companies, and municipal plan sponsors.

Trevor Isham is a CFP® with 13 years of industry experience. He is currently with Curi Capital, LLC and has been with RMB Capital Management since 2013. Curi Capital serves individuals and families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental investment approach across equity and fixed income strategies, combining in-house management with external managers and proprietary risk analysis tools.

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 financial advisor at Forum Financial Management, LP with one year of industry experience. He holds a Series 65 designation and has prior experience with PR Wealth Management Group and self-employment. Forum Financial Management provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm uses model asset-allocation portfolios based on Modern Portfolio Theory, primarily implementing these models with institutional mutual funds and ETFs, and offers a range of services including portfolio management, financial planning, and back-office support for independent advisors and RIAs.

Jeffrey Pearsall is a CFP® with 26 years of industry experience, currently serving at Curi Capital, LLC. He has been with RMB Capital Management, LLC since 2005. He is also a figurehead director of Encore Inc and JWE Enterprise. Curi Capital serves individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental investment approach and manages approximately $9.83 billion across various account types and strategies.

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 with a Series 65 designation and one year of industry experience. His prior roles include positions 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 primarily long-term investment process combining fundamental and technical analysis to build diversified portfolios while acting as a fiduciary for retirement accounts.

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 Series 65-licensed financial advisor with Curi Capital, LLC in Chicago, IL, and has three years of industry experience. He has worked at RMB Capital Management since 2019 and was a student prior to that. Curi Capital serves a diverse client base including individuals, families, institutions, corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm manages approximately $9.83 billion and employs a long-term, fundamental, bottom-up approach to equity investing alongside a fundamental relative-value strategy for fixed income, combining in-house and external managers supported by proprietary risk analysis tools.

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.

Chad Miller is a Series 65-licensed financial advisor with Advisory Services Network in Chicago, IL, where he has worked since 2018. He has seven years of industry experience and also works as a licensed real estate agent with Keller Williams - One Chicago. Prior to joining Advisory Services Network, he was affiliated with @PROPERTIES starting in 2015. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisors. The firm offers portfolio management, financial planning, and investment consulting, managing approximately $8.6 billion in client assets with tailored strategies across various asset classes.

Brendan Feeney is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with two years of industry experience. He holds the Series 66 designation. Outside of his advisory role, he has been involved with IHSA/USA Lacrosse since 2023. LaSalle St. Investment Advisors provides personalized, 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 portfolio management, utilizing a range of asset-allocation models and investment vehicles.

Daniel Matola is a CFA® charterholder with 17 years of industry experience. He is currently with Curi Capital, LLC and previously worked at RMB Capital Management LLC and Jacobus Wealth Management, Inc. He serves as President and Treasurer of a family real estate holding company and sits on the board of directors for a beverage distribution company. Curi Capital serves individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental, bottom-up approach to equity and a fundamental relative-value orientation for fixed income, managing approximately $9.83 billion across various investment 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.

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 roles at firms including Morgan Stanley, E*TRADE Securities LLC, and Northwestern Mutual. Prior to his advisory career, he spent nine years at the University of Georgia. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, high-net-worth clients, retirement plans, institutions, 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 diverse range of wealth management and retirement solutions.

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 the Series 63 and Series 66 licenses and previously worked at Goldman Sachs and JPMorgan Chase Bank. Apollon Wealth Management is a multi-team SEC-registered adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed model strategies with locally managed portfolios and offers a range of services including financial planning, portfolio management, sub-advisory, and consulting across various asset classes and investment vehicles.