Krista Linn is a CFA® charterholder with 28 years of industry experience. She has worked at Bartlett & Co. Wealth Management LLC since 2019 and was previously with Lodestar Investment Counsel, LLC from 2015 to 2019. She serves on the Board of Trustees for the Chicago Academy For The Arts, an independent arts high school. Bartlett & Co. Wealth Management LLC provides discretionary wealth management and financial planning services to high-net-worth individuals, families, and a variety of institutional clients. The firm emphasizes diversified asset allocation and relative-value fixed income strategies, leveraging mutual funds, ETFs, and third-party platforms to implement client portfolios.

Vincent Corso is a financial advisor with Ausdal Financial Partners, Inc. in Downers Grove, IL, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has been with Ausdal Financial Partners since 2015. Outside of his advisory role, Corso is a partner in an insurance agency, BCH Insure, LLC, where he is involved in the sale of various non-variable insurance products. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion across more than 16,000 clients. The firm offers a broad range of advisory and financial planning services, using multiple custodians and integrating third-party money managers to tailor investment strategies to each client’s specific objectives and risk tolerance.

Matthew Butler is a CFP® with six years of industry experience, currently serving as a financial advisor at Belpointe Asset Management LLC since 2025. He previously worked at AFIN Family Wealth Management and Cetera Investment Services. Outside of advising, Butler is a founding member of BNI Chicago, a networking organization. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm provides discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and a range of affiliated services.

Ryan Gough is a financial advisor with Performance Wealth Partners, LLC, holding a Series 66 designation and nine years of industry experience. He has worked at Performance Wealth since 2021 and at William Blair since 2016. Outside of his advisory work, Gough serves as a volunteer firefighter with the Western Springs Fire Department. Performance Wealth Partners is an SEC-registered advisory firm offering wealth management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a predominantly long-term investment approach using low-cost mutual funds and ETFs, complemented by fundamental and technical analysis, personal client contact, and periodic account reviews.

Matthew Sorenson is a CFP® with eight years of industry experience, currently serving as a financial advisor at JMG Financial Group Ltd. He previously worked at Sorenson & Company LLC and Urban Financial Advisory Corporation. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with comprehensive wealth management, portfolio management, and consulting services. The firm employs a planning-based, long-term investment approach that emphasizes strategic asset allocation and utilizes a diverse range of investment vehicles including ETFs, mutual funds, individual equities, and private investments.

Mark De Vito is a financial advisor with Infinity Financial Services Advisory, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at Bank of America, Merrill, and Mass Mutual. He also acts as an independent insurance agent, offering fixed and traditional annuities for financial planning purposes. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for 642 clients across 35 advisors. The firm provides portfolio management, financial planning, adviser selection, and pension consulting for individual and high-net-worth clients, using a multi-method investment approach that incorporates various analysis techniques and complex investment products.

Ivana Vukanic is a CFP® and Series 65 licensed advisor with Performance Wealth, bringing four years of industry experience. Her prior roles include working at Northern Trust Corporation and academic positions at the University of Illinois and University of Indiana. Performance Wealth serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers discretionary and non-discretionary investment management alongside comprehensive wealth management and financial planning, managing over $4 billion in client assets with a primarily long-term, portfolio-focused investment approach.

Barbara Harlan is a financial advisor with Chicago Partners Investment Group LLC, holding a Series 65 designation and two years of industry experience. Her background includes multiple roles at the University of Notre Dame and positions in retail and hospitality. Chicago Partners Investment Group LLC serves a diverse client base, offering portfolio management, financial planning, retirement services, and automated advisory programs. The firm employs a long-term, diversified investment approach using fundamental analysis and customized portfolios, and it is notable for sponsoring affiliated pooled investment vehicles and serving private fund clients.

Steven Wilder is a CFP® professional with 18 years of experience in financial advising. He is currently with OnePoint BFG Wealth Partners and has previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services, LLC. Wilder has been associated with Kevin Spahn since 2007. 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 mix of proprietary investment models, third-party managers, and custodian-sponsored programs, managing most client assets on a discretionary basis.

Michael Manning II is a Series 65 credentialed advisor at The Mather Group, LLC with one year of industry experience. His prior roles include positions at RTS Financial, Pentegra Systems, and NFI, along with several years in educational settings. 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, and family office services. The firm employs an evidence-based investment approach featuring risk-based allocation models and tax-synchronized portfolio construction, along with customization options such as direct indexing and ESG portfolios.

Brian Levy is a financial advisor with Zacks Investment Management, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been with Zacks Investment Management for ten years. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, pooled investment vehicles, and institutional clients, and serves as a portfolio manager for mutual funds and ETFs. The firm combines proprietary quantitative models with qualitative portfolio management across various strategies and offers retail wealth management, alternative investments, and model portfolios distributed through wrap-fee and unified managed account programs.

Michael Hartlieb is a CFP® with six years of experience in financial advising. He is currently with Plante Moran Financial Advisors and has prior experience at Baker Tilly Virchow Krause and Googins Advisors, as well as roles at the University of Wisconsin. Plante Moran Financial Advisors serves a diverse client base including individual, high-net-worth, and institutional clients. The firm offers investment advisory, financial planning, and estate-planning services, employing a combination of fundamental, technical, and cyclical analysis alongside proprietary equity valuation models to manage portfolios through discretionary and non-discretionary arrangements.

George Mcelroy is a financial advisor with Trustmont Advisory Group, Inc. in Des Plaines, IL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Infinity Financial Services and LPL Financial, LLC. Trustmont Advisory Group serves individual and institutional clients, providing financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment outlook using public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of December 31, 2024.

Joshua Rogers is a financial advisor with Arete Wealth Advisors, LLC in Chicago, IL, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been associated with Arete Wealth Advisors and its related entities since 2007 and serves as CEO and Chairman of Arete Wealth Inc., the holding company for several financial services and consulting firms. Outside of his advisory work, Rogers is involved in renewable energy projects through board and managing member roles, and he produces films with Night Radio Film, Inc. Arete Wealth Advisors provides 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 rule-based portfolio models, uses third-party sub-advisers, and acts as an ERISA fiduciary when applicable, integrating these services with affiliated financial businesses and product channels.

Kristen Oziemkowski is a financial advisor at The Mather Group, LLC with nine years of industry experience. She holds the Series 65 designation and previously worked for Bank of America - Merrill Lynch for nine years before joining The Mather Group in 2017. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing combined 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, tax-synchronized portfolio construction, and customization options such as direct indexing and ESG factor portfolios.

Dennis O'Malley Jr. is a financial advisor at SpiderRock Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including BlackRock Investments LLC, Northern Trust, and Goldman Sachs. Outside of finance, he is the founder of Top Corner Enterprises LLC, an e-commerce business involved in Etsy and Amazon affiliate marketing. SpiderRock Advisors provides discretionary overlay and portfolio management services to institutional and wealth-management clients, employing a rules-based, systematic approach that integrates quantitative and fundamental inputs. The firm specializes in listed derivatives and dynamic option overlays, serving a diverse client base that includes asset managers, registered investment advisors, banks, broker-dealers, family offices, pension funds, and high-net-worth individuals.

Brady Lierz is a financial advisor at Stephens in Chicago, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Renaissance Financial and Ascensus, as well as work at the University of Arkansas and Blue Valley School District. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients, offering tailored portfolio programs, financial planning, and institutional equity research through a combination of individual advisors and multiple investment committees.

Scott Rosenquist is a CFA® charterholder with 11 years of industry experience. He is currently with Highpoint Planning Partners and previously worked for Vantage Financial Partners Limited from 2013 to 2024. Highpoint Planning Partners serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers a range of advisory services including discretionary asset management and financial planning, employing fundamental analysis to construct portfolios across multiple asset classes.

Michael Jazo is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with Zacks Investment Management since 2001. 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 using proprietary models focused on earnings-estimate revisions and offers a wide range of investment strategies and products across retail, institutional, and third-party distribution channels.

Nick Megremis is a financial advisor at Northern Trust Securities, Inc. with 23 years of industry experience. He holds a Series 66 designation and has been with Northern Trust Securities since 2015 in Chicago, IL. Northern Trust Securities, Inc. is a 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 portfolios that combine proprietary and third-party products, supported by advisory, brokerage, and custody services.