David Kassner

Thomas Wiscomb is the sole managing member of Northpoint Advisory LLC, an independent firm based in Wilmette, IL. He holds Series 63 and Series 65 designations and has 19 years of industry experience. He has worked with XMS Capital Partners since 2010 in addition to his role at Northpoint Advisory, which he has been with since 2008. Northpoint Advisory serves individuals, high-net-worth families, trusts, estates, charitable organizations, corporations, and institutional clients with investment management and select financial planning services. The firm employs a core/satellite investment approach emphasizing principal protection, diversification, liquidity, and tax efficiency, incorporating alternative strategies when appropriate.

Basil Alsikafi is the sole advisor at White Brook Capital, an independent firm based in Winnetka, IL. He holds a Series 65 designation and has nine years of industry experience, including ten years with White Brook Capital. White Brook Capital provides discretionary portfolio management through separately managed accounts and model portfolios for high-net-worth individuals, trusts, estates, and other entities such as pensions and foundations. The firm employs a primarily bottom-up, value-oriented investment approach combined with top-down industry assessment and applies socially responsible exclusions across all strategies.

Walter Ebner is the principal of Echo Prudent Capital LLC and holds Series 63 and Series 65 licenses with 26 years of industry experience. He previously worked at BMO Capital Markets Corp., BMO Nesbitt Burns Corp., and Bank of Montreal for 24 years. He is the founder and a board member of Cancer Calculus NFP, a nonprofit organization that assists cancer patients with economic decision-making. Echo Prudent Capital LLC provides discretionary and non-discretionary investment advisory services and financial planning to individuals, high-net-worth clients, and nonprofit organizations. The firm utilizes a range of analytical methods to build tailored portfolios and serves a concentrated client base, including charitable organizations.

Edgardo Navarro is a financial advisor at Navarro Asset Management, LLC with three years of industry experience. He holds a Series 65 designation and has been managing investments at Navarro Asset Management since 2022. Navarro is also the Managing Director of Kocoon Investments, LLC, a family investment entity he has been involved with since 2014. Navarro Asset Management serves individuals, including high net worth clients, as well as trusts and estates, providing discretionary and non-discretionary investment management along with financial planning and consulting. The firm employs a diversified investment approach using mutual funds, ETFs, equities, bonds, options strategies, and private funds, and incorporates fundamental, technical, and charting analysis methods.

Joseph Vu is a CFA charterholder and the sole advisor at VU Financial Services, Inc., with 17 years of industry experience. He has been a full-time associate professor of finance at DePaul University since 1988, teaching MBA and undergraduate courses and conducting academic research. Additionally, he teaches CFA review classes at Becker, a division of DeVry Corporation. VU Financial Services is a single-advisor registered investment adviser that manages customized portfolios for a limited number of clients, including individuals and a broad range of institutional and corporate clients. The firm uses academically informed, quantitative methods and routinely incorporates stock options overlays to tailor portfolios to clients' specific needs.

Alka Oberoi is a financial advisor with Leading Edge Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked with Leigh Baldwin & Co., LLC since 2012 and has been with Leading Edge Wealth Management since 2008. Leading Edge Wealth Management serves individual and high-net-worth clients, managing approximately $44.5 million across about 110 client relationships. The firm combines modern portfolio theory with quantitative optimization and fundamental and technical analysis to construct and monitor portfolios, offering financial planning, portfolio management, and educational seminars.