Jordan Lewis is a financial advisor at VestGen Advisors, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Daley Financial Partners, Commonwealth Financial Network, and LPL Financial. Outside of his advisory role, he teaches yoga twice a week as a fitness instructor. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for about 9,453 clients. The firm serves individual and high-net-worth clients, offering investment management, financial planning, wrap-fee programs, and retirement plan services through a process that integrates various analytical methods and third-party managers.

Will Hendricks is a Certified Financial Planner® with 12 years of industry experience. He is currently with Citizens Private Wealth and Citizens Securities, Inc. and Citizens Bank in River Forest, Illinois. His prior experience includes roles at Blue Ocean Companies, Lion Street Financial and Advisors, J.P. Morgan Securities, and First Republic Securities Company. Citizens Private Wealth, LLC is a multi-team registered investment adviser that serves high-net-worth individuals, families, pension and profit-sharing plans, business entities, trusts, estates, charitable organizations, and endowments. The firm offers discretionary and non-discretionary investment management, ERISA plan advisory, tax and estate structuring, and business consulting services, using an open-architecture investment approach tailored to client goals. Its affiliation with Citizens Bank provides access to banking products and securities-based lending, alongside an investment platform managed by a Chief Investment Officer combining quantitative and qualitative research.

Luis Vegas is a financial advisor at Snowden Capital Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Snowden Lane Partners since 2020, following a combined 12-year tenure at JPMorgan Chase Bank and J.P. Morgan Securities. Snowden Capital Advisors serves a diverse client base including high-net-worth individuals, family offices, foundations, pension plans, and other institutional clients. The firm offers a range of services such as portfolio management, investment consulting, financial and estate planning, and utilizes multi-team scale and institutional capabilities to manage client assets across various strategies and custodial platforms.

Cody Blumenfeld is a financial advisor at Latitude Advisors, LLC with a Series 66 designation and no prior industry experience. His work history includes roles at Pawlan, Blumenfeld, Miscinski & Assoc., Ltd., Interactive Brokers LLC, and Cigna Healthcare. Outside of advising, he is a staff accountant handling monthly accounting and tax preparation for businesses and individuals. Latitude Advisors serves individual and business clients with financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a blend of model-based strategies and fundamental/quantitative analysis and manages most client relationships on a discretionary basis.

Keith Hamann is a financial advisor with IHT Wealth Management LLC in Deer Park, IL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at PLEXUS Financial Solutions since 2014 and joined both IHT Wealth Management and LPL Financial in 2025. IHT Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA consulting through a network of approximately 153 advisors.

Daniel De Angelis is a CFP® with two years of industry experience, currently serving as a financial advisor at OnePoint BFG Wealth Partners. His prior roles include positions at Northwestern Mutual Investment Services LLC and Bleakley Financial Group dba Spahn Financial & OnePoint BFG. Outside of financial advising, he has a diverse work background including experience at FedEx Ground and Depot Dental Lab. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a wide range of clients, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs proprietary portfolio models alongside third-party managers and uses formal monitoring and rebalancing processes, with most client assets managed on a discretionary basis.

John Hackett is a Series 65-licensed financial advisor with First Advisors National, LLC, based in Downers Grove, IL. He has four years of industry experience and has previously worked at Black Edge Capital and Marquette Partners. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party money managers and combines tactical and strategic approaches with fundamental analysis to support its investment decisions.

Joel Riley is a CFP® professional with 13 years of experience and currently serves with Highpoint Planning Partners in Downers Grove, IL. He has been with the firm, operating as Black Diamond Planners, since 2013. Highpoint Planning Partners serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and acts as sponsor and manager of a wrap-fee program, implementing portfolios through fundamental analysis and diversified allocations across various asset classes.

James Mcdermott is a financial advisor at Wedbush Securities Inc. with 32 years of industry experience. He has previously worked at Raymond James & Associates and Osaic Wealth Inc. Outside of his advisory role, he appeared in a NetJets print advertisement with his family. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers both brokerage and SEC-registered investment advisory services, managing approximately $5.68 billion in regulatory assets with a range of managed account and brokerage solutions.

Susan Christoph is a CFP®, CFA®, and Series 63 credentialed advisor with 23 years of industry experience. She has been with RMB Capital Management, LLC since 2008. Christoph is based in Chicago, IL. Curi Capital, LLC is an SEC-registered investment adviser managing approximately $11.6 billion in assets. The firm serves individuals—including high-net-worth clients—employer retirement plans, institutions, mutual funds, private funds, and family offices, employing a long-term, fundamental investment approach across a range of strategies and products.

Alexis Trotter is a financial advisor at Ausdal Financial Partners, Inc. with one year of industry experience and holds the Series 66 designation. Prior to joining Ausdal, Alexis worked at Clarity Group Midwest and Princeville State Bank. Alexis also serves as a non-commissioned officer with the Illinois Air Force National Guard. Ausdal Financial Partners serves a diverse client base including individuals, trusts, estates, retirement plans, and business entities. The firm manages approximately $3.73 billion for over 16,000 clients and offers a range of services such as advisor-managed accounts, separately managed accounts, retirement-plan advisory, and financial planning, with tailored investment strategies developed at the advisor level.

Connie Heier is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Focus Financial since 2016. She has been a shareholder at Moser & Heier Financial Solutions since 2008 and at Moser & Heier CPA Inc. since 2005, where she is involved in tax preparation and planning. Heier also holds a long-standing role at OSAIC beginning in 1998. Focus Financial Network, Inc. manages approximately $6.3 billion through a network of 118 advisors, serving individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary managed accounts, access to third-party managers, retirement plan consulting, and financial planning services, employing a variety of investment strategies tailored to client profiles.

Brian Degrado is a financial advisor at VestGen Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Lake Street Private Wealth, Raymond James & Associates, and J.P. Morgan Securities. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients, offering investment management, financial planning, wrap-fee programs, and retirement plan services, utilizing a combination of analytical methods and third-party managers.

Nicholas Hai Hathuc is a CFP® and holds a Series 66 license with eight years of industry experience. He currently serves at Forvis Mazars Wealth Advisors, LLC and previously worked at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. for a combined eight years. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser and a wholly owned subsidiary of Forvis Mazars, LLP. The firm offers financial planning, investment management, consulting, and family-office style services to a diverse client base, managing approximately $12 billion in assets and coordinating tax and accounting services through its affiliation with its national accounting parent.

Justin Muro is a financial advisor with Capital Analysts and holds Series 63 and Series 66 designations. He has 31 years of industry experience, including 21 years at Lincoln Investment Planning, Inc. He is also the CEO of Muro Wealth Management, a venture related to the marketing of financial services, tax, and accounting purposes. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm provides discretionary and non-discretionary portfolio management using proprietary investment models and collaborates closely with Lincoln Investment and Pershing/BNY for custodial services and revenue sharing.

Michael Lutz is a financial advisor at IHT Wealth Management LLC in Chicago, IL, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at JPMorgan Securities LLC and JPMorgan Chase. He also provides administrative support for IHT Wealth Management. IHT Wealth Management serves individual, corporate, and institutional clients, offering discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm uses proprietary model portfolios and third-party managers, combining fundamental value screening and quantitative optimization in its investment process.

Michael Hoye is a CFP® professional with 27 years of industry experience, currently serving at Ausdal Financial Partners, Inc. since 2009. He holds Series 63 and Series 65 licenses and is based in Schaumburg, IL. Outside of his advisory role, he is involved in the consultation and sale of fixed insurance products, including fixed indexed annuities and fixed life insurance. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing both discretionary and non-discretionary investment strategies across a broad range of asset classes.

Thomas Longo is a financial advisor at Forum Financial Management, LP with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Forum Financial Management since 2013. Outside of his advisory role, he serves as an accountant at Systems Accounting Services, Inc., a firm providing accounting and tax services. Forum Financial Management, LP offers fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also acts as a sub-advisor and turnkey asset management platform for independent RIAs, using model portfolios primarily based on a Modern Portfolio Theory approach with institutional mutual funds and ETFs.

Darla Douglas is a financial advisor with GPS Wealth Strategies Group, LLC, holding a Series 66 designation and bringing 11 years of industry experience. She has worked with firms including LPL Financial and Western Wealth Management. Douglas is also a co-owner of B & B Farms of Grafton, an LLC based in Boulder, CO. GPS Wealth Strategies Group provides investment management and financial planning services to individuals, high-net-worth clients, small businesses, families, trusts, estates, and employer-sponsored retirement plans. The firm employs tailored portfolios utilizing a range of investment vehicles and analytical methods, supported by third-party managers, technology platforms, and a higher client-to-advisor ratio.

Christopher Begbie is a CFP®-designated financial advisor with 14 years of industry experience. He is currently with Northern Trust Securities, Inc. and has prior experience at LPL Financial, Waddell & Reed, and ProShares. Begbie also provides investment advisory services through Good Life Advisors, LLC, an independent registered investment advisor. Northern Trust Securities, Inc. is a wholly owned subsidiary of Northern Trust Corporation that offers discretionary portfolio management to high-net-worth individuals, retail investors, and institutional clients. The firm utilizes a model-driven investment approach with a range of proprietary and third-party products delivered through the Fidelity Managed Account Xchange platform.