Emily Cooper is a financial advisor at Curi Capital, LLC in Chicago, IL, holding a Series 65 designation with seven years of industry experience. She has worked at RMB Capital Management, LLC since 2016 and has a background with Loyola University Chicago. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, employer retirement plans, institutions, mutual funds, private funds, 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 range of services including Wealth Management, Retirement Plan Solutions, and a subscription education product targeted at medical professionals.

Frank Griseta is a financial advisor with Focus Financial and holds a Series 66 designation. He has 21 years of industry experience and has been affiliated with OSAIC and Focus Financial Network since 2010. Outside of his advisory role, Griseta co-owns a medical billing services company with his wife and operates a photography business. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion across 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Michael Fujii is a financial advisor with Advisory Services Network in South Barrington, IL, holding Series 63, Series 65, and Series 66 licenses and bringing 18 years of industry experience. He has worked at Advisory Services Network since 2022 and concurrently operates Fujii Partners Capital, LLC, which he founded in 2007. Advisory Services Network is an enterprise firm that serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent advisers. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing about $8.6 billion in client assets.

Sophie Evans is a financial advisor at SpiderRock Advisors, LLC with one year of industry experience. She holds a Series 66 designation and previously worked at BlackRock Investments, LLC and UBS Financial Services, Inc. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, including other asset managers and high-net-worth individuals. The firm combines systematic and quantitative approaches with fundamental analysis to manage option-based hedges and overlays, offering customized portfolio and risk management solutions.

Edward Perry Jr. is a CFP® with 30 years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. He has been affiliated with Commonwealth Financial Network and Fitzgerald & Perry, P.C. for 18 years and has practiced law at The Law Offices of Fitzgerald & Perry since 1999. In addition to his financial advisory roles, he is president of Perry Wealth Counsel, specializing in investment, retirement planning, insurance, and fixed annuities, and operates a law office focused on estate law. 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 discretionary and non-discretionary management approaches and is noted for its predominance of non-discretionary assets under management.

Shamus Fitzpatrick is a financial advisor at SpiderRock Advisors, LLC in Chicago, IL. He holds a Series 66 designation and has one year of industry experience. Prior to joining SpiderRock Advisors, he worked at BlackRock Investments, LLC. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, including asset managers, advisers, family offices, and pension funds. The firm employs systematic, technical, and rules-based processes combined with quantitative and fundamental analysis to manage option-based hedges and yield-enhancing overlays through proprietary software and real-time risk monitoring.

Gerran Batterberry is a CFP® professional with 21 years of industry experience, currently affiliated with HighPoint Planning Partners. He has held roles at LPL Financial, CUNA Brokerage Services, CUNA Mutual Group, and TD Ameritrade. Outside of his advisory work, he has experience in flight training. HighPoint Advisor Group serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm provides discretionary asset management and financial planning, utilizing fundamental analysis and multiple investment platforms to implement customized portfolios.

Randolph Rodriguez is a financial advisor with CL Wealth Management LLC in Schaumburg, IL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been affiliated with CL Wealth Management LLC and Cabot Lodge Securities LLC since 2016. Rodriguez also operates under the d/b/a Saber Wealth Management in La Jolla, CA, where he provides financial advising and wealth management services. CL Wealth Management LLC offers portfolio advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and business entities. The firm employs a range of investment strategies and provides both discretionary and non-discretionary management, with ongoing account monitoring and tailored financial solutions.

Donald Cohen is a Series 66-credentialed financial advisor with 25 years of industry experience, currently with World Equity Group, Inc., where he has worked since 2011. He has also operated his own CPA practice since 1982. Outside of his advisory role, Cohen serves as president of a condominium association in Hollywood, FL, and is a board member of the Boca Rio Golf Club. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a variety of clients, including individuals, pension plans, trusts, estates, and charitable organizations. The firm offers managed portfolios through wrap-fee programs and utilizes discretionary third-party managers, emphasizing asset allocation grounded in clients’ risk tolerance.

Megan Martin is a financial advisor at Forum Financial Management, LP with seven years of industry experience. She holds a Series 65 credential and has been with Forum Financial Management since 2011. Outside of her advisory role, she is a member of FRM Holdings LLC, a holding company. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, offering model portfolios primarily implemented with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Michael Moles is a financial advisor with Forum Financial Management, LP, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked concurrently since 2016 as a tax preparer with Match Enterprises, Inc., providing tax return services. Forum Financial Management, LP delivers investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory, using institutional mutual funds, ETFs, and individualized fixed income strategies, and offers specialized back-office and sub-advisory services to independent advisors and RIAs.

Stephen Kennedy is a financial advisor at B. Riley Wealth Advisors, Inc. with 53 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with B. Riley Wealth Management since 2002. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in assets with about 274 advisors. The firm provides a wide range of advisory services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans through multiple program structures and both proprietary and third-party investment models.

Bret Mooney is a financial advisor with VestGen Advisors, LLC, holding the ChFC® designation and Series 66 license, and has seven years of industry experience. His career includes roles at Triad Hybrid Solutions, LPL Financial LLC, and Sequoia Wealth Management, among others. Outside of advisory work, he is involved in insurance product solicitation and servicing through VestGen Insurance Partners, LLC. VestGen Advisors, LLC is an SEC-registered firm managing approximately $6.66 billion for nearly 23,000 clients across 53 advisors. The firm offers a range of investment management and retirement plan services, using a combination of fundamental, technical, and quantitative analyses along with modern portfolio theory, and serves a diverse client base including institutional investors.

Gabriel Szymarek is a financial advisor at Zacks Investment Management, Inc. with eight years of industry experience. He holds a Series 66 designation and has held prior roles at firms including LBMZ Securities, Innovator Capital Management, and Wells Fargo Clearing Services. 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 quantitative and qualitative investment process centered on earnings-estimate revisions and serves both as a direct manager and a provider of indices, model portfolios, and alternative funds across multiple distribution channels.

Charles Travis is a financial advisor with Curi Capital, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with RMB Capital Management, LLC since 2007. Curi Capital serves individuals, families, institutions, retirement plan sponsors, charitable organizations, and pooled investment vehicles through a variety of wealth management, asset management, and retirement plan services. The firm employs a long-term, fundamental investment approach combining in-house strategies with external managers and utilizes proprietary risk analysis tools to guide asset allocation.

Cody Carlson is a CFP® professional with nine years of industry experience, currently serving as an advisor at RWA Wealth Partners since 2023. Prior to joining RWA, he worked for six years at Fidelity Brokerage Services LLC and spent one year at Eastern Illinois University. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans by providing investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm’s investment approach focuses on strategic asset allocation using a wide range of vehicles, including mutual funds, ETFs, separate accounts, and private pooled vehicles, supplemented with tactical asset-allocation adjustments and customized fixed income management.

Michael Corrigan is a financial advisor with Simplicity Wealth who holds Series 63 and Series 65 credentials and has 36 years of industry experience. He previously worked at Harvest Investment Services for 12 years and has a long-standing career that includes positions at PWC Group, Inc., Proequities, Inc., and his own firm, Corrigan Financial Services, Inc. Corrigan serves as an elected Township Supervisor in Proviso Township and is a commissioner on the Proviso Township Mental Health Commission. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm uses a “fund-of-funds” investment approach with ETFs, mutual funds, and individual securities, offering model portfolios, independent managers, and optional overlays such as tax optimization and index replication through its managed account platform.

Thomas Rendl Jr. is a financial advisor with World Equity Group, Inc. in Schaumburg, IL, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with World Equity Group since 2001. In addition to his advisory role, he is also a licensed life insurance agent providing life insurance quotes and policies for clients. World Equity Group, Inc. offers fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm provides managed portfolios through its wrap-fee program, combining discretionary portfolio management, financial planning, and access to third-party money managers using a risk-tolerance questionnaire to guide asset allocation.

Jeffry Cook is a financial advisor with MissionSquare Retirement in Palatine, IL, holding Series 63 and Series 66 designations and over 34 years of industry experience. He has been with Icma Retirement Corporation since 2007. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, providing plan administration, recordkeeping, education, and advisory services. Its Guided Pathways Advisory Services include discretionary Managed Accounts and nondiscretionary Fund Advice, developed in partnership with Morningstar Investment Management and delivered through multiple channels to over 40,000 participants.

Jack Burk is a financial advisor at Arete Wealth Advisors, LLC with 22 years of industry experience. He has been with Arete Wealth Advisors and Arete Wealth Management LLC since 2008. Burk holds the Series 66 designation. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary portfolio management, investment consulting, and retirement plan advisory services, employing both advisor-driven and proprietary model allocations while acting as an ERISA fiduciary when applicable.