Daniel Mccabe is a financial advisor with Highpoint Planning Partners in Downers Grove, IL, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. He has been with Highpoint Advisor Group, LLC (DBA McCabe Financial Group) and LPL Financial since 2013. HighPoint Advisor Group serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and acts as sponsor and manager of a wrap-fee program, utilizing a variety of investment strategies and third-party platforms.

Margo Sweany is a financial advisor at Curi Capital, LLC in Chicago, IL, holding the CFP® designation and Series 65 license with 15 years of industry experience. She has worked at RMB Capital Management since 2010. Outside of her advisory role, she owns and operates a small rental property through a limited liability company. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional investors. The firm’s investment approach focuses on long-term, fundamentally driven analysis and employs a mix of discretionary and non-discretionary strategies across various investment vehicles.

Brian Gedonius is a Certified Financial Planner® with 21 years of industry experience. He has been with HighPoint Advisor Group LLC and LPL Financial since 2014. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and manages a wrap-fee program, implementing portfolios through fundamental analysis across various asset classes and utilizing multiple third-party and LPL-sponsored platforms.

Joseph Hume is a financial advisor at Northern Trust Securities, Inc. in Chicago, IL, holding the CFP® designation and Series 66 license, with four years of industry experience. Prior to his current role starting in 2022, he worked at Morgan Stanley Smith Barney LLC in 2021 and has a varied background including positions in education and financial services. Northern Trust Securities, Inc. is a wholly owned 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 separately managed accounts and strategist portfolios delivered via the Fidelity Managed Account Xchange platform, combining advisory, brokerage, and custody services.

Paul Draniczarek is a financial advisor at Forum Financial Management, LP with 17 years of industry experience. He holds a Series 65 designation and also owns and operates Paul R. Draniczarek, Ltd., a firm providing tax and accounting services. His career includes over three decades managing his own CPA practice alongside his advisory role. Forum Financial Management, LP offers investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and other institutional clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory and supports other RIAs through a turn-key asset-management platform and back-office services.

Juliette Romeo is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Elmhurst, IL, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. She has worked with LaSalle St. Securities, LLC since 2003. Outside of advising, she practices law and tax preparation. 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 investment approaches, including the LaSalle St. Asset Management Program (LAMP), and supervises a mix of mutual funds, ETFs, equities, fixed income, and options.

Tonio Crudele is a financial advisor at Zacks Investment Management, Inc. with 18 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior roles include positions at Advisors Asset Management, Inc. and Allstate corporate entities. Zacks Investment Management provides discretionary investment management services to individuals, trusts, estates, retirement plans, and institutional clients. The firm employs proprietary quantitative models combined with qualitative portfolio management across various strategies and sponsors wrap-fee programs while managing affiliated mutual funds and ETFs.

William Kirk is a CFP® professional with 19 years of industry experience. He has worked at The Mather Group, LLC since 2018 and previously spent two years at TIAA. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and integrates AI and machine-learning tools alongside human oversight.

Zachary Freitag is a financial advisor at The Mather Group, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC. His background includes roles outside finance, such as at Cog Hill Golf Club and Door Dash. The Mather Group 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, supported by AI and machine-learning tools under human oversight.

David Leonard Jr. is a financial advisor at Northern Trust Securities, Inc. with 30 years of industry experience. He holds Series 63, 65, and 66 credentials and has worked at Northern Trust Securities since 2003 and Vision Investment Services since 2011. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that offers discretionary portfolio management to high-net-worth individuals, retail investors, and institutional clients through a model-driven wrap fee program. The firm integrates advisory, brokerage, and custody services, using a range of proprietary and third-party investment products delivered via the Fidelity Managed Account Xchange platform.

Christopher Graff is a CFA® charterholder and holds a Series 63 license, with 11 years of industry experience. He is based in Chicago, IL, and has been with RMB Capital Management since 2005. Curi Capital, LLC serves individuals, high-net-worth clients, and institutional investors, offering wealth management, investment management, retirement plan consulting, and family office services. The firm applies a long-term, fundamentally driven investment approach across a range of strategies, including separately managed accounts, mutual funds, and private funds.

Carla Reilly is a financial advisor at Highpoint Planning Partners with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, Level Four Advisory Services, U.S. Bancorp Investments, Citizens Securities, Chase Investment Services, and Banc One Securities. Carla provides investment advisory services through HighPoint Advisor Group, an independent registered investment advisor. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and manages a wrap-fee program, implementing client portfolios using fundamental analysis and a range of investment vehicles.

Anna Read is a financial advisor at Chicago Partners Investment Group LLC with three years of industry experience. She holds a Series 65 designation and has previously worked at Robert W. Baird. Her background includes roles outside of finance, such as positions at Texas Christian University and the River Club of Mequon. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, not-for-profit plans, endowments, corporations, and other business entities. The firm employs a long-term, diversified, asset-allocation approach combining fundamental analysis with quantitative optimization across various investment vehicles, including mutual funds, ETFs, and structured notes.

Brandon Harwell is a financial advisor with Ausdal Financial Partners, Inc., holding a Series 66 designation and 13 years of industry experience. His prior work includes roles at Cornerstone Securities, Crown Capital Securities, and TJ Stearns, Inc. He is also president and investment advisor of BCH Tactical L.P., a hedge fund platform for higher net worth clients. 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 a broad range of advisory and brokerage services with investment strategies tailored to each client’s specific objectives and risk tolerance.

Stacey Sargent is a CFP® and CFA® with 31 years of experience in the financial industry. She has worked at Chicago Capital, LLC since 2018 and previously spent 20 years at William Blair & Company L.L.C. Chicago Capital provides discretionary investment management, financial planning, and consulting services to individuals, families, foundations, and corporations. The firm employs an active management approach that combines fundamental and technical research to build individualized portfolios across multiple asset classes, with a focus on long-term portfolio value and risk mitigation.

Richard Fradin is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Chicago Capital, LLC. He previously worked at CastleArk Management, Armitage Investment Advisors, and Rail-Splitter Capital Management. Chicago Capital provides discretionary investment management, financial planning, and consulting services to individuals, families, foundations, registered investment advisers, and corporations. The firm employs an active management approach combining fundamental and technical research to construct diversified portfolios, managing over $4.8 billion in client assets with a team of 11 advisors.

Jarret Blum is a financial advisor at Oxford Financial Group, Ltd with 25 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, Charles Schwab, Morgan Stanley, and Citigroup Global Markets. Oxford Financial Group, Ltd serves ultra high-net-worth individuals, families, and institutional clients, offering family office and CIO services, financial and estate planning, fiduciary trust administration, and access to private market investments. The firm employs a diversified investment approach across public and alternative asset classes, managing approximately $23.3 billion with both discretionary and non-discretionary client arrangements.

Richard Pucci Sr. is a financial advisor at Maridea Wealth Management with 23 years of industry experience. He holds a Series 66 credential and has worked at several firms including LPL Financial LLC and Securities America Advisors. Outside of his advisory role, he is also an author of a memoir. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans, managing approximately $1.97 billion in client assets. The firm employs diversified, tax-aware portfolios emphasizing low-cost mutual funds and ETFs, using AI tools under human oversight to support research and administration.

Thomas Hagerman is a financial advisor at The Mather Group, LLC in Chicago, IL, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Skypoint Ventures and work related to Indiana University Bloomington. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm uses an evidence-based investment approach with multiple risk-based allocation models, tax-synchronized portfolio construction, and customization options such as direct indexing and ESG factor portfolios.

Eric Berkowitz is a CFP® professional with six years of experience at JMG Financial Group Ltd in Downers Grove, IL. He has been with JMG since 2016 across various roles. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with comprehensive wealth and portfolio management, in-house tax consulting, and private investment fund advisory. The firm uses a planning-based, long-term investment approach focused on strategic asset allocation and employs a variety of investment vehicles including ETFs, mutual funds, equities, fixed income, and alternatives.