Megan Mccarthy is a CFP® with four years of industry experience. She has been with The Mather Group, LLC since 2017, with a brief tenure at Franklin Wealth Advisors in 2017-2018. Megan is based in Chicago, IL. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax, estate planning, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and incorporates third-party AI and machine-learning tools under human oversight.

Cedric Mc Clain is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding a Series 66 credential and three years of industry experience. Before joining CliftonLarsonAllen in 2026, he worked at UBS Financial Services Inc. from 2023 to 2026. Outside of finance, he owns A1 Cloths LLC, a fashion consulting business that assists local clothing brands with marketing and sourcing materials internationally. CliftonLarsonAllen Wealth Advisors serves individual, corporate, and institutional clients by providing wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm utilizes a combination of discretionary and non-discretionary investment approaches and integrates multidisciplinary planning through its affiliation with CliftonLarsonAllen LLP.

Matthew Szafranski is a CFP® and CFA® with eight years of experience at Chesley, Taft & Associates, LLC, where he has been since 2018. Prior to that, he spent eight years at Ameriprise Financial/Columbia Management. Chesley, Taft & Associates serves primarily high net worth individuals and related entities, including trusts, IRAs, and family foundations, as well as corporations and employee benefit plans. The firm emphasizes fundamental equity analysis and tailored asset allocation, managing approximately $3.0 billion in client assets across various strategies.

Tanner Bivens is a Series 65-licensed financial advisor with six years of industry experience. He has worked at McAdam LLC since 2021 and previously held roles at W&S Brokerage Services and Western & Southern Life. McAdam LLC is a large registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to construct diversified portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a subscription-based financial planning service alongside access to alternative and specialized investment strategies.

Richard Trittschuh is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with CliftonLarsonAllen Wealth Advisors since 2012 and is also a principal of the parent public accounting and consulting firm, CliftonLarsonAllen LLP. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension plans, corporations, and charitable organizations. The firm offers a range of services such as portfolio management, financial and estate planning, and business succession advisory, utilizing strategic asset allocation with both active and passive investment vehicles.

Patrick Noonan is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors since 2025. He previously worked at Commonwealth Financial Network for 11 years. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies overseen by a central investment team.

Christopher Dallas is a financial advisor at World Equity Group, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with World Equity Group since 2011. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers managed portfolios through its wrap-fee programs, combining discretionary portfolio management, financial planning, and access to third-party money managers.

Joan Giardina is a financial advisor at Chesley, Taft & Associates, LLC with 17 years of industry experience. She has been with Chesley, Taft & Associates since 2002. Chesley, Taft & Associates serves individual and high-net-worth clients, providing discretionary and non-discretionary portfolio management alongside personalized financial planning. The firm manages approximately $2.8 billion in assets and employs tailored asset allocation and fundamental analysis across various equity and fixed income strategies.

Andrew Rome is a financial advisor at SEIA with 15 years of industry experience. He holds a Series 66 designation and has worked previously at SES Inc., Royal Alliance Associates, and Jhfn Sii. He also provides general financial education on an ad hoc basis. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform. The firm combines strategic macro asset-allocation with tactical adjustments using quantitative and qualitative research, offering a mix of discretionary and primarily non-discretionary investment management alongside financial planning and retirement consulting services.

Benjamin Schwartz is a CFP® professional with 13 years of experience at Plancorp, LLC in Chicago, IL. He has been with Plancorp since 2013. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, investment management, financial planning, pension consulting, business succession planning, and tax preparation services. The firm’s investment approach is based on Modern Portfolio Theory and documented Investment Policy Statements, offering discretionary and non-discretionary management while incorporating tax-aware strategies such as tax-loss harvesting.

Gregg Kaplan is a financial advisor at DayMark Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Audent Global Asset Management and the OCC. Outside of his advisory role, he is a licensed real estate agent in Illinois, providing client referrals for property transactions. DayMark Wealth Partners serves individual, high-net-worth, trust, retirement plan, and institutional clients with asset management, financial planning, and retirement plan consulting. The firm manages portfolios using a combination of internally managed models, third-party managers, and held-away account tools, employing fundamental, technical, quantitative, and ESG analysis.

Richard Levitz is a financial advisor with Alera Investment Advisors, LLC in Deerfield, IL. He holds the CFP® and ChFC® designations and has 34 years of industry experience. His prior roles include positions at Securian Financial Services, Minnesota Life Insurance Company, and Triad Advisors. He is also involved in a coaching and facilitating business, The Glenmore Group, LLC, and serves as a part-time faculty member at the Lake Forest Center for Leadership. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, and institutions. The firm employs a long-term, fundamental-analysis driven approach and integrates insurance and pension-consulting platforms in its advisory services.

Gregory Romanczuk is a financial advisor with NFSG Corporation, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been associated with Newbridge Securities since 2010. Outside of his advisory role, he is also an insurance representative selling variable and fixed annuities. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers discretionary and non-discretionary asset management, financial planning, and utilizes a mix of fundamental, technical, and cyclical analysis to tailor portfolios to client objectives and risk tolerance.

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.

Matthew King is a CFP® with 15 years of industry experience. He is currently with Highpoint Planning Partners and previously worked at Edward Jones and HighPoint Advisor Group, LLC. His outside business activities include involvement with Commoncents, Inc., a non-investment related entity for tax and investment purposes. Highpoint Planning Partners serves a broad client base including individuals, pension plans, trusts, and charitable organizations. The firm offers financial planning, discretionary asset management, and retirement plan advisory, utilizing fundamental analysis and a variety of investment vehicles alongside third-party and LPL-sponsored platforms.

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 affiliated with LaSalle St. Investment Advisors, L.L.C. He has worked at Commonwealth Financial Network since 2008 and has been involved in his own law practice, The Law Offices of Fitzgerald & Perry, since 1999. Perry also serves as president of Perry Wealth Counsel, focused on investment, retirement planning, insurance, and fixed annuities, and operates an estate law firm. 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 management programs and supervises third-party managers, managing a significant portion of assets on a non-discretionary basis.

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.

Randolph Rodriguez is a financial advisor at CL Wealth Management LLC with 26 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Cabot Lodge Securities LLC and B.B. Graham & Company, Inc. In addition to his advisory role, he operates Saber Wealth Management in La Jolla, CA, providing financial advising and investment recommendations. CL Wealth Management LLC offers portfolio advisory and financial planning services to individuals and various organizational clients. The firm utilizes a range of strategies including fundamental and technical analysis, model portfolios, and option strategies, managing accounts with either discretionary or non-discretionary authority.