Candida Casey is a financial advisor at Northwest Asset Management with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a fiduciary approach based on Modern Portfolio Theory and strategic asset allocation, using both fundamental and technical analysis to construct diversified portfolios, and offers a range of services including investment management, retirement planning, ERISA consulting, and tax preparation.

Adrianna Stasiuk is a financial advisor at Aaron Wealth Advisors with 14 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC for eight years. Aaron Wealth Advisors serves high-net-worth and institutional clients, including business owners, multi-generational families, and family offices. The firm provides discretionary and non-discretionary portfolio management and standalone financial consulting, utilizing an outsourced platform to access third-party managers and offering option overlay strategies alongside an affiliated insurance advisory entity.

Erin O'Connor Bell is a CFP® with 13 years of industry experience, currently serving as an advisor at Aprio Wealth Management, LLC. Her prior experience includes roles at The Mather Group, Facet Wealth, Inc., Incite Financial Planning, LLC, and The Bank of New York Mellon. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, emphasizing asset allocation and long-term purchasing power preservation through a variety of investment strategies.

Constantine Slone is a CFA® charterholder with experience at The Mather Group, LLC since 2026. He previously worked for eight years at Northern Trust and spent two years at Indiana University. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, and corporations, 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 alongside human oversight to support portfolio construction and client communications.

John O'Connor is a CFA® charterholder with 13 years of industry experience. He currently works at Curi Capital, LLC and has previously held roles at RMB Capital Management LLC, IronBridge Capital Management, LP, and Credit Suisse Securities (USA) LLC. 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, utilizing both in-house and external strategies across a range of portfolio types and client solutions.

Dennis Michon is a financial advisor with Forum Financial Management, LP, holding a Series 65 license and 13 years of industry experience. He has been with Forum Financial since 2012 and concurrently operates as a partner and attorney at Michon & Buckley, a law firm specializing in estate planning and real estate services. Additionally, he serves as president of Tax & Financial Solutions, Inc., a tax and accounting firm. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also acts as a sub-advisor and turnkey asset management platform for other RIAs, employing model portfolios based on Modern Portfolio Theory and primarily utilizing DFA institutional mutual funds and ETFs.

Jeffrey Jones is a CFA® charterholder and holds a Series 66 license, with 16 years of experience in the financial industry. He currently works at Curi Capital, LLC and has held prior roles at RMB Capital Management LLC, IronBridge Capital Management, LP, and Credit Suisse Securities (USA) LLC. 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 fundamentally driven, long-term investment approach and offers both discretionary and non-discretionary services across various investment vehicles.

Brian Langenkamp is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Zacks & Company and Zacks Investment Management since 2004. Zacks Investment Management provides discretionary portfolio management to a diverse client base including individuals, trusts, retirement plans, and institutional investors. The firm combines quantitative and qualitative analysis through proprietary models and offers a range of investment strategies and vehicles, serving both direct clients and third-party advisers.

Byron Ramult is a CFP® professional with 24 years of industry experience, currently with Stratos Wealth Advisors LLC. He has held roles at firms including LPL Financial and Wealth Enhancement Advisory Services. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a multi-team network. The firm offers financial planning, portfolio management, and access to third-party managers, tailoring services to client goals with a combination of discretionary management and technology-enabled solutions.

Dar Baruchim is a financial advisor with Mariner Independent in Schaumburg, IL, holding Series 63 and Series 65 registrations. Baruchim has been with Mariner Platform Solutions and Kadima Wealth since 2026 and has prior experience at Northwestern Mutual and ATN Inc. Mariner Independent serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, insurance solutions, and access to alternative investments through a network of advisors using a wide range of investment tools and affiliated businesses.

Evan Perduk is a CFP® professional with three years of industry experience, currently advising at Root Financial Partners. He previously worked at Thor Wealth Management and has held roles in various industries including insurance and engineering. Outside of his advisory work, Evan is the president and founder of EMP Tax & Patronage, LLC, which provides tax preparation services for individuals. Root Financial Partners offers investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and retirement-plan relationships. The firm employs a broadly diversified, passive investment approach tailored to client objectives and risk tolerance, with additional capabilities in specialized strategies and educational programming.

Konstantine Andrakakos is a CFA® charterholder with 14 years of industry experience. He has worked at Aaron Wealth Advisors since 2018 and previously held roles at Northern Trust Securities, Northern Trust Bank, and Deutsche Bank. Aaron Wealth Advisors serves high-net-worth and institutional clients, including business owners, entrepreneurs, and multi-generational families, providing discretionary and non-discretionary portfolio management as well as standalone financial consulting. The firm uses an outsourced platform to access third-party managers and offers option overlay strategies, maintaining a relatively small advisor team while managing several billion in client assets.

Teresa Young is a financial advisor with First Advisors National, LLC, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. Her prior roles include positions at W&S Brokerage Services, Western Southern Life, Alliant Credit Union, and LPL Financial. She volunteers as a tax preparer and quality examiner for Ladder Up in Chicago, assisting low-wage earning families with pro bono tax preparation. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes manager selection and tactical allocation, utilizing fundamental analysis and formal annual reviews to guide its investment process.

Brian Plain is a CFP® with 20 years of industry experience and has been with Gradient Advisors, LLC since 2014. He provides consulting services focused on business management and growth to small business owners. Gradient Advisors offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through third-party money managers and Investment Advisor Representatives, using a largely non-discretionary approach that incorporates multiple analytical methods to align portfolios with client objectives and risk tolerance.

Martin Pomrehn is a CFP® and PFS™ with 37 years of industry experience. He has been with Forum Financial Management, LP since 2016 and previously worked at Purshe Kaplan Sterling Investments, Inc. from 2016 to 2020. In addition to his advisory role, he is president and shareholder of MP360° Tax Services, Ltd., a CPA firm providing accounting and tax planning services. Forum Financial Management, LP offers 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 and serves a significant number of independent advisors and RIAs through its turn-key asset-management platform.

Stanley Lovelace is a financial advisor at ON Investment Management CO with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked concurrently at multiple firms, including United Security Life, Principal Financial Group, THE O.N. Equity Sales Company, and Cadaret, Grant & Co., Inc. Outside of his advisory roles, he owns and operates several businesses focused on selling fixed annuities, life insurance, disability, and health products, as well as marketing term life insurance through an online platform. ON Investment Management Company is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of advisory services and access to third-party investment programs, managing accounts through a combination of discretionary and non-discretionary relationships.

Cody Maxwell is a CFP® with six years of industry experience, currently serving as a financial advisor at OnePoint BFG Wealth Partners. His prior roles include positions at Northwestern Mutual Investment Services LLC, Charles Schwab, and Kevin Spahn. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a variety of proprietary models and third-party managers, managing most client assets on a discretionary basis.

Matthew Frederick is a financial advisor with Pure Financial Advisors, LLC in Wheaton, IL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior work includes roles at Wells Fargo Advisors, Pacific Life Insurance Company, UBS Financial Services, and Merrill. He also holds life and health insurance licenses. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm emphasizes a financial-planning-centered approach using academic frameworks and offers comprehensive services including discretionary portfolio management, pension consulting, and donor-advised fund solutions.

Patrick Donohue is a financial advisor at Ausdal Financial Partners, Inc. with three years of industry experience. He holds the Series 65 designation and has worked in various roles including as an agent providing life and health insurance services. Donohue’s background includes experience with BCH Wealth Management, LLC, and involvement in non-investment business activities such as managing insurance needs for individuals and small businesses. Ausdal Financial Partners serves a diverse client base including individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion across more than 16,000 clients. The firm offers tailored investment strategies through advisor-managed and separately managed accounts, leveraging multiple custodians and third-party managers in both discretionary and non-discretionary formats.

Matt Goren is a CFP® professional at Main Street Financial Solutions, LLC with two years of industry experience. He is also Chief Strategy Officer at Danko Education, a financial education firm specializing in CFP® training, and serves as Director of Curriculum for Global Financial Planning Institute. Prior to his current role, Matt worked at Farther Finance Advisors and CeriFi. Main Street Financial Solutions serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and business entities. The firm offers financial planning, investment and wealth management, and retirement plan consulting, employing an academic-based, multi-asset class investment approach tailored to client objectives and risk profiles.