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.

Richard Smith is the founder, CEO, and Chief Investment Officer of SRC Capital Management in Chicago, IL. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Smith has held teaching positions at several universities, including DeVry University, Southern New Hampshire University, Chicago Public School District 299, Argosy University, and University of Phoenix. SRC Capital Management provides investment and wealth management services to individual investors as well as corporate, public, and private entities. The firm focuses on separately managed accounts with a fundamental, bottom-up research approach targeting mid- and large-cap equities, emphasizing low turnover and long-term portfolio construction.

John Doncaster is the principal of Doncaster Wealth LLC in Hinsdale, IL, holding Series 63 and Series 65 licenses with 12 years of industry experience. He previously worked at Northwestern Mutual and Pacific Life, where he maintained roles from 2012 through 2025. Outside of advisory work, he is involved in insurance sales and servicing. Doncaster Wealth LLC provides discretionary asset management and financial planning services tailored to clients’ goals, time horizons, and risk tolerance. The firm employs methods including fundamental and cyclical analysis, as well as Modern Portfolio Theory, and accepts discretionary trading authority to implement 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.

Wander Cedano is a financial advisor at Golden Foundation Advisors with a Series 65 credential. He is based in Chicago, IL. Golden Foundation Advisors is a fee-only registered investment adviser that serves individual and high-net-worth clients with ongoing financial planning and portfolio management. The firm emphasizes asset allocation and primarily passive strategies using mutual funds and ETFs, providing fixed-fee financial planning combined with direct portfolio management tailored to clients’ goals and risk tolerance.

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.

Julia Zakarias is a CFP® with 20 years of industry experience and serves as the sole advisor at Genfi LLC in Chicago, IL. She has worked at Generations Family & Fiduciary Services LLC since 2011. Zakarias is also a Certified Public Accountant and provides tax compliance and limited accounting services through her affiliated tax practice, Genfi Tax. Genfi LLC serves family groups, individuals including high-net-worth and corporate executives, trusts, corporations, retirement plans, and tax-exempt entities, offering integrated investment advisory and comprehensive wealth-planning services. The firm provides tailored investment advice and implements recommendations using a range of securities and managers, with additional family-office and investment consulting services.

Jeffrey Dvorak is a CFP® professional with 13 years of experience in financial advising. He has been the sole advisor at 4D Financial Advisors, LLC since 2012. 4D Financial Advisors serves individual and high-net-worth clients by providing investment supervisory services and comprehensive financial planning, including retirement, tax, estate, insurance, and education planning. The firm manages approximately $88 million for about 62 clients, employing a long-term, globally diversified investment approach tailored to documented client objectives and risk tolerance.

Michael Akinosho is the principal advisor at MOA Advisory & Financial Services Co. He holds a Series 65 designation and has five years of industry experience. Prior to his current role, he held positions at Engooden Health Inc. and Global View Capital Management, Ltd. In addition to his advisory work, he serves as Manager of Technical Accounting for the American Medical Association, overseeing financial reporting and budgeting for over 240 physicians and medical students. MOA Advisory & Financial Services Co is a state-registered investment adviser that provides discretionary portfolio management and financial planning to individuals, families, trusts, estates, pension and profit-sharing plans, pooled investment vehicles, and small businesses. The firm integrates a long-term core asset-allocation approach with technically based, rule-driven strategies, and maintains an in-house tax and accounting practice offering tax preparation and planning services alongside its advisory work.

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.

Brian Wolf is the sole advisor at Bright Lantern Financial LLC in Chicago, IL, where he has worked since 2011. He holds a Series 65 designation and has 14 years of industry experience. Bright Lantern Financial LLC is a fee-only registered investment adviser serving individual clients with discretionary portfolio management and standalone financial planning. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, focusing on broad diversification with low-cost index funds and ETFs, cost management, and tax-efficient strategies.

Gary Byrne is a financial advisor at Carlisle Financial Management, LLC with 19 years of industry experience. He holds a Series 65 designation and has worked at Great Northern Financial since 2006. Carlisle Financial Management provides portfolio management and investment supervisory services to individual and high-net-worth clients, utilizing both fundamental and technical analysis. The firm employs a range of strategies including options writing and short-term trading, managing approximately $38.2 million for about 25 clients without account minimums.

At Wysopal Wealth, we specialize in helping high-income professionals and former athletes manage the complexities of equity compensation and variable income. Our goal is to make sure your money works for you—today and for the future. We focus on creating personalized, values-driven financial plans that allow you to live fully now while planning for what’s next. I’m Brett Wysopal, a proud girl dad of two and a former minor pro hockey player. My experience in sports taught me discipline, focus, and resilience, all of which I apply to financial planning. After spending years navigating the world of equity compensation, I’ve made it my mission to help families simplify their finances, reduce tax burdens, and achieve their life goals. Our approach at Wysopal Wealth is rooted in personalized attention. We keep our client list small, ensuring every client receives the time and care they deserve. We dive deep into your financial situation, understanding your numbers, values, and what matters most to you. This allows us to tailor your financial strategy to your unique goals, whether that’s managing your equity, preparing for retirement, or planning a family legacy. Equity compensation is often the largest part of our clients' wealth, but it comes with complexities—ISOs, RSUs, stock options, and significant tax implications. Many people wait too long to make decisions about their equity, resulting in missed opportunities or unexpected tax bills. At Wysopal Wealth, we take a proactive approach, creating a strategy for when and how to execute your equity plans, minimize tax liability, and diversify your holdings. At Wysopal Wealth, financial happiness is the goal. We believe that money should support the life you want, and we’re here to help you make that happen.

Robert Salzman is a CFP® professional with 12 years of experience in financial advising. He is the sole advisor at RB Salzman Wealth Management, LLC, an independent firm he has led since 2015. The firm provides wealth and investment advisory services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other institutions. RB Salzman Wealth Management emphasizes a goal-focused wealth analysis and strategic planning approach, incorporating diversified portfolios, scenario analyses, and regular reviews to manage approximately $35.6 million in assets across 29 client relationships.

Michael Chrisler is a financial advisor with MJC Financial Fitness LLC in Chicago, IL, holding a Series 65 designation and 16 years of industry experience. He founded MJC Financial Fitness, formerly known as Flex Financial Coaching, in 2019 after 14 years with Envestnet Asset Management. MJC Financial Fitness provides financial planning and investment management services to individual clients through a "Holistic Financial Fitness" approach. The firm offers comprehensive planning analyses and ongoing portfolio supervision tailored to client goals, utilizing fundamental analysis alongside third-party managers and digital platforms.

Brenda Knox is a CFP® with 26 years of industry experience. She has been with Financial Elements, Inc. since 2008. Financial Elements, Inc. provides comprehensive financial planning and discretionary investment management for individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes strategic asset allocation based on Modern Portfolio Theory, using globally diversified portfolios primarily composed of mutual funds and ETFs, and operates as a small, fee-only advisory practice with multiple professional fiduciary credentials.

Dennis Karstens is a financial advisor at Karstens Wealth in Oak Brook, IL, with 11 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Interactive Financial Advisors for eight years. Outside of his advisory role, he is the owner-member of Karstens Financial LLC. Karstens Wealth serves individuals, families, trusts, charitable organizations, small businesses, and retirement plans, offering comprehensive financial planning and portfolio management. The firm employs a primarily passive, cost- and tax-efficient investment approach, with flexibility to use active management when appropriate, and integrates digital planning tools alongside discretionary account management.

Sobhi Baghdadi is a CFP® professional with eight years of industry experience. He is the principal advisor at Haland Wealth Management in Chicago, IL. Prior to founding his current firm, Baghdadi worked at Savant Wealth Management and other financial firms. He also owns Seventwotwentythree LLC - Haland Financial LLC, through which he provides financial coaching and conducts general financial seminars and videos. Haland Wealth Management is a fee-only registered investment adviser serving both plan sponsors and individual clients. The firm offers investment management, financial planning, and retirement-plan consulting, employing a portfolio-construction approach based on Modern Portfolio Theory that incorporates both passive and active strategies.