Julian Van Ostrand is a financial advisor with Northern Trust Securities, Inc. in Skokie, IL, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Northern Trust Securities since 2008. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer that provides discretionary portfolio management through a model-driven wrap fee program serving high-net-worth individuals, retail investors, and institutional clients. The firm offers a variety of managed account solutions and combines advisory, brokerage, and custody services, including access to both proprietary and third-party investment products.

Pamela Davis is a financial advisor with Alera Investment Advisors, LLC, holding the ChFC® and Series 63 designations and bringing 40 years of industry experience. Her career includes roles at Securian Financial Services, Minnesota Life, and Triad Advisors, among others. She is also involved with GCG Financial, where she provides fixed business insurance products alongside her advisory work. Alera Investment Advisors, LLC offers investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, institutions, and retirement plans. The firm employs a mix of internal and external managers focusing on mutual funds, ETFs, equities, and fixed income, and provides ERISA-focused services for retirement plans.

Robert Yastrow is a financial advisor at Alera Investment Advisors, LLC with a Series 66 designation and experience beginning in 2024. His prior roles include positions at Osaic Wealth, Ryan Specialty, and Northmoor Country Club, as well as work related to sports camps and educational institutions. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, and institutions. The firm utilizes a combination of internal management, affiliate platforms, and independent managers to construct portfolios with a focus on long-term fundamental analysis and offers a range of ERISA-related services for retirement plans.

Genevieve Mar is a financial advisor with Berthel, Fisher & Company Financial Services, Inc., holding Series 63 and Series 66 credentials and over 30 years of industry experience. She has been with Berthel Fisher since 2010 and also serves as a board member for CTG Holdings, an import/export business. Additionally, she participates in the financial steering committee of North Suburban Ev Free Church. Berthel Fisher & Company Financial Services provides investment advisory and financial planning mainly to individual and high-net-worth clients, managing approximately $906 million in client assets across a variety of advisory platforms and customized investment strategies.

Robert Janson is a financial advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His career includes roles at Minnesota Life Insurance Company, Ascend Financial Services, GCG Financial, Triad Advisors, and currently OSAIC, in addition to his ongoing tenure with Alera Investment Advisors since 2018. Outside of finance, he co-owns a jewelry sale and design business with his wife and assists with her interior and exterior design business. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, institutions, and employer-sponsored retirement plans. The firm employs a primarily long-term, fundamental-analytical investment approach while offering integrated insurance and pension-consulting capabilities.

Mary Deutsch is a financial advisor at Gibbs Wealth Management, LLC, holding a Series 65 license with one year of industry experience. She is also the owner and insurance agent of MTD Financial, Inc., and serves as president of Tess Marketing, Inc., a business marketing services company. Additionally, she is a managing member of Eight 22 Alpha, LLC, a real estate investment venture. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and related advisory services, utilizing third-party platforms and strategists. The firm employs a mix of analytical approaches to guide asset allocations and emphasizes risk management, tax efficiency, and guaranteed-income solutions where appropriate.

Nancy Brunn is a financial advisor with Latitude Advisors, LLC and holds a Series 66 designation. She has 10 years of industry experience and has also operated Brunn & Associates, Inc., a CPA firm specializing in accounting and tax preparation, since 2001. In addition to her advisory work, she handles accounting duties for an online specialty sales business. Latitude Advisors serves individual and business clients, providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

David Taylor III is a financial advisor at Arete Wealth Advisors, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at firms including Wells Fargo Clearing Services, LLC and Practice Management Consultants, LLC. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers discretionary portfolio management, investment consulting, and retirement plan advisory, utilizing a combination of advisor-driven and proprietary model allocations while acting as an ERISA fiduciary when applicable.

Michael Grajdura is a financial advisor at Harbour Investments, Inc. with three years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Money Concepts Capital Corp. In addition to his advisory role, he is a salaried employee at 818 Capital Group, LLC, a customer service and payroll company, and works as an independent insurance agent. Harbour Investments serves a diverse range of clients, including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a variety of portfolio management and financial planning services, employing different investment approaches that vary by adviser and approved third-party managers.

William Karstenson Jr. is a financial advisor with Ausdal Financial Partners, Inc. in Arlington Heights, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ausdal since 2010 and has operated Karstenson Financial Services since 1997. Outside of his advisory work, Karstenson serves as a permanent deacon for the Archdiocese of Chicago, performing liturgical and ministerial duties. 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 a range of discretionary and non-discretionary investment strategies across various asset classes.

Anthony Fiore is a financial advisor at Wealth Management, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at Wealth Management since 2014. In addition to his advisory role, Fiore serves as CEO of Accountants Solutions, Inc., a company focused on accounting software sales since 2002. Wealth Management Nebraska LLC provides discretionary asset management, fiduciary services, and financial planning to individuals, high-net-worth clients, and institutional entities. The firm employs broadly diversified, passively managed portfolios primarily using no-load mutual funds and ETFs, following modern portfolio theory with a long-term, buy-and-hold strategy and periodic rebalancing.

Timothy Brennan is a financial advisor with Merit Financial Advisors in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes 26 years at Pinnacle Financial Group and Commonwealth Financial Network. Outside of advisory work, he serves as a notary public. Merit Financial Group is a multi-team SEC-registered firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm uses a long-term, diversified investment approach overseen by an internal team and investment committee, and offers both discretionary and non-discretionary account management through a network of investment adviser representatives.

George Clougher is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at OneAmerica Securities, Red Oak Risk Management, Praxis Capital Management, Safe Money Concepts, and MPS-LORIA Financial Planners. He is also involved in non-variable insurance sales. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers, offering portfolio management, financial planning, consulting, and sub-advisory services. The firm employs a multi-team model to tailor portfolios to client goals and risk tolerance through tactical, strategic, and dynamic investment approaches.

Allan Kaplan is a financial advisor with M HOLDINGS SECURITIES, Inc., holding the ChFC® designation and a Series 63 license, with 39 years of industry experience. He has worked at M. Holdings Securities since 2001 and The Robinson Financial Group, Inc. since 2017, following a 32-year tenure at New Century Planners. Kaplan serves as a trustee for Lake Forest Academy, a nonprofit high school board position. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a broad range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, utilizing both in-house portfolio management and third-party sub-advisors.

Bradley Underwood is a financial advisor with World Equity Group, Inc. in Schaumburg, IL, holding a Series 66 credential and over 23 years of industry experience. He has been with World Equity Group since 2015. Outside of his advisory role, Underwood is involved in several entrepreneurial and consulting activities, including providing payroll, benefits, and HR services through Professional Employer Organizations as an independent contractor and offering prepaid legal and identity protection services. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a broad client base, including individuals, high-net-worth clients, pensions, trusts, and business entities. The firm employs risk-tolerance questionnaires to guide asset allocation and offers managed portfolios with discretionary authority granted to third-party money managers and investment adviser representatives.

Christopher Owens is a financial advisor with Foundations Investment Advisors LLC and holds a Series 65 designation. He has three years of industry experience and previously worked at AE Wealth Management, Impact Partnership Wealth, and Station-M. Owens is also president of Owens Financial Group, LLC, where he is involved in insurance sales and client insurance and annuity plan reviews. Foundations Investment Advisors provides financial planning and portfolio management to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis with an asymmetric rebalancing approach and employs third-party sub-advisers and custodians to support its services.

Constantine Quintas is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined the Thorndyke Group at Merrill in 2020 and brings over two decades of experience in the financial services industry. He specializes in constructing and managing personalized, goal-based portfolios for clients and business owners to help them achieve their essential and aspirational financial goals while meeting their responsibilities and priorities. Constantine's expertise includes investment management, retirement and college planning, home financing, securities lending, banking, estate planning, and wealth transfer strategies. He utilizes a team of professionals to support clients in these areas. His client focus encompasses college education planning, divorce transition planning, family wealth management strategies, employee financial health, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. He holds a Bachelor's degree from the University of Illinois and a Master of Business Administration (MBA) from DePaul University. Constantine has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, he is involved with the No Bats Baseball Club, a nonprofit organization dedicated to promoting charity and goodwill through baseball.

Mark Weil is a CFP® with 10 years of industry experience, currently with Dynamic. He has held roles at Werth Weil Wealth Management Inc. since 1998, including its associated entities, and was previously with Strategic Wealth Partners from 2016 to 2020. Outside of advisory work, he owns multiple seats at the Chicago Mercantile Exchange, which he rents out. Dynamic serves a diverse range of clients including individuals, trusts, charitable organizations, and other registered investment advisers. The firm emphasizes a long-term, client-specific portfolio construction process and offers a variety of investment and advisory services, with particular focus on supporting other advisers through technology, compliance, and sub-advisory solutions.

Jeffrey Birch is a financial advisor at Kingsview Wealth Management, LLC with a Series 65 designation and one year of industry experience. His prior positions include roles at American Express, Rain City Capital, and JPMorgan Chase, as well as consulting through his own firm, JBirch Consulting. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management services that integrate in-house portfolio management with third-party managers and alternative investments, supporting both discretionary and non-discretionary advisory arrangements.

Mark Lishchynsky Jr. is a financial advisor with World Equity Group, Inc. in Schaumburg, IL, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has been with World Equity Group since 2013. World Equity Group provides fee-based investment advisory and financial planning services to individuals, pension plans, trusts, estates, and business entities. The firm offers managed portfolios through its wrap-fee programs, combining discretionary portfolio management, financial planning, and third-party money managers.