Lawrence Skibo is a financial advisor at KCD Financial, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Moloney Securities Co., Inc. and Fisher Investments. Outside of finance, he owns a piano tuning business and is involved in photography and real estate activities. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors managing approximately $202 million in assets. The firm serves individuals, corporate pension plans, and charitable organizations, offering asset management, financial planning, and access to third-party management programs.

Frank Diliberto is a financial advisor at Madison Partners with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including LPL Enterprise, The Prudential Insurance Company of America, and Edward Jones. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized, fiduciary investment approach focused on long-term portfolio construction using ETFs, mutual funds, individual securities, alternative investments, and third-party sub-advisers.

Ryan Kelly is a Series 65-licensed financial advisor with Foundations Investment Advisors LLC, where he has worked for three years. Prior to joining Foundations, he served in fire departments in Chicago and Cicero, and has experience at multiple other organizations including Jimmy Johns and Stafford Tower Crane of America. He has an educational background from Arizona State University. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employing model portfolios with an asymmetric rebalancing approach, and works through a large network of affiliated offices and advisers.

Paul Alberts is a CFP® and ChFC® with 40 years of industry experience. He is affiliated with Ausdal Financial Partners, Inc. and also leads Alberts Wealth Advisors, LLC. Additionally, he serves as an election judge in Cook County, Illinois. Ausdal Financial Partners, Inc. 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 strategies across a range of investment products.

William Will is a financial advisor at AdvisorNet Wealth Partners with seven years of industry experience. He holds the CFA® designation and Series 63 and 65 licenses. Prior to joining AdvisorNet, he worked at JPMorgan Chase Bank and JP Morgan Securities. Will also sells fixed insurance products, including life, health, disability, annuities, and long-term care insurance. AdvisorNet Wealth Partners offers investment management, financial planning, and retirement-plan consulting services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and may allocate to sub-advisors or internal model portfolios to meet client objectives.

Kevin Brown is a financial advisor at Sequent Planning, LLC with six years of industry experience. He holds a Series 65 designation and has worked concurrently in insurance and financial services roles, including positions at Futurity First Insurance Group and United Insurance Services, Ltd. Outside of advising, he is involved in offering insurance products and services to clients. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations. The firm utilizes a structured risk framework and diversified investment approaches delivered through a network of advisors, providing a range of services from asset management to fiduciary retirement-plan consulting.

Brandon Commodore is a financial advisor with Principal Advised Services in Matteson, IL, holding Series 63 and Series 66 licenses and six years of industry experience. His work history includes roles at Principal Securities, JPMorgan Chase Bank, and Fidelity Investments. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm’s approach combines third-party methodology and proprietary models, supported by affiliated entities within the Principal Financial Group family.

Dirk Swiderek is a financial advisor at First Advisors National, LLC with two years of industry experience. He holds a Series 65 designation and has been the owner of Bella International LLC, a jewelry business in Chicago, since 2009, which is currently in the process of liquidation. 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 uses fundamental analysis to supplement individual security recommendations.

George McCabe is a financial advisor at AdvisorNet Wealth Partners with eight years of industry experience. He holds a Series 66 credential and has worked at firms including Cetera Wealth Services and McCabe & Associates, where he is currently the owner. In addition to his advisory role, McCabe is an author of a finance-related book titled "Building Your Wealth Bridge" published through Amazon. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, serving individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and various third-party managers, offering both discretionary and non-discretionary services.

Richard Peterbok is a financial advisor at Interactive Financial Advisors with 50 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Brooklight Place Securities, Inc. and Interactive Financial Advisors. In addition to his advisory role, he serves as vice-president of Organizamerica, an information services company, and president of UniFinancial Corporation, an insurance financial services company. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, retirement plans, and institutional clients. The firm employs fundamental analysis and Modern Portfolio Theory to construct diversified ETF and mutual fund model portfolios, using model providers and third-party managers, and operates a large multi-advisor network with formal family and employee access programs.

Patrick Kaiser is a ChFC® credentialed financial advisor with 23 years of industry experience, currently with Tucker Asset Management LLC since 2025. His prior roles include positions at IAMS Wealth Management, Royal Fund Management, and VIRTUE CAPITAL MANAGEMENT. He also works as an independent insurance agent, offering annuities, life and health insurance products, and physical precious metals. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations. The firm provides discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory services using a top-down, macroeconomic asset-allocation process and a range of investment strategies, including alternative investments.

Maximus Hull is a financial advisor with CreativeOne Securities, LLC, holding a Series 65 designation. He has been in the industry for less than one year and previously worked in the food service sector at Widens Hot Dogs and Willies Field House. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party managers, combining project-based planning with ongoing asset management through its proprietary advisory platform.

David Narish is a financial advisor at Arete Wealth Advisors, LLC with 27 years of industry experience. He holds a Series 66 designation and has previously worked at Center Street Advisors, Inc. and Center Street Securities, Inc. In addition to his advisory role, Narish is an independent insurance agent licensed since 1985, focusing primarily on life insurance sales. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model-based allocation strategies and acts as an ERISA fiduciary when applicable.

Victor Green is a financial advisor at Sound Income Strategies, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Goodman Green Wealth Management since 2017, where he is also an owner and independent insurance agent. In addition to his advisory role, he serves as a financial literacy educator focusing on minority communities and acts as a senior business consultant helping clients qualify for commercial and residential loans. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, other advisors, and retirement plans. The firm employs a fixed-income and income-oriented investment approach that combines fundamental and technical analysis, offering customized portfolio management and services including insurance planning and educational workshops.

Patrick Halpin is a financial advisor at Interactive Financial Advisors with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Interactive Financial Advisors since 2016 and previously at Brooklight Place Securities, Inc. from 2009 to 2017. Outside of investment advisory, he owns a business specializing in insurance sales and service, including life, health, disability, and fixed annuities. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations by providing portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models across risk profiles and utilizes ETFs and mutual funds within branded programs, using tools like Modern Portfolio Theory and the TIFIN Wealth Risk tool to guide investment decisions.

Martin Dolph is a financial advisor at Foundations Investment Advisors LLC with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Foundations since 2017. In addition, he is active as a sales manager and independent agent at American Senior Benefits, focusing on insurance and annuity sales. Foundations Investment Advisors provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, offering tailored advice through model portfolios and an asymmetric rebalancing approach.

Sam Ogrizovich is a CFP® with 30 years of industry experience. He is currently with Modern Wealth Management, LLC and previously worked at OFM Wealth for over four decades. He maintains an active insurance license and oversees existing life insurance and variable annuities. Modern Wealth Management provides investment advisory and integrated planning services to individuals, trusts, retirement plans, charitable organizations, broker-dealers, and corporations. The firm uses a centralized portfolio management model supported by an Investment Committee and offers services including discretionary investment management, modular financial planning, tax and estate planning, and insurance solutions.

Kenneth Valentino is a financial advisor at World Equity Group, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Patriot Capital Services, Inc. and Patriot Capital Management, Inc. since 2004. Outside his advisory role, he is involved in residential mortgage origination and serves as vice president of business development for a water filtration company. He also owns and manages an outdoor marijuana growing business in Michigan. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm offers managed portfolios mainly through wrap-fee programs and employs a risk-tolerance questionnaire to guide asset allocation, with discretionary management granted to third-party money managers and investment adviser representatives.

S. Park is a financial advisor at Diversify Advisory Services, LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial, Charles Schwab Bank SSB, Charles Schwab & Co., Inc., and Edward Jones. Outside of his advisory role, Park serves as a minister and is a board member of a truck driving school, as well as involved in teaching through the Presbyterian Church (USA) Board of Pension. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers customized financial planning, portfolio management, and family office services, employing a tactical diversification approach tailored to client goals and risk tolerance.

Kevin Graham is a financial advisor at Plancorp, LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Zacks Investment Management, LBMZ Securities, and CIBC Private Wealth. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans, offering services such as wealth management, financial planning, pension consulting, and tax preparation. The firm’s investment approach is based on Modern Portfolio Theory and documented Investment Policy Statements, employing a range of investment vehicles and providing both discretionary and non-discretionary management.