Jason Provost is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Kinetic Investment Management, Inc. since 2021. He previously worked at Brokers International Financial Services for 12 years and has operated Provost Financial Services, an insurance services company, since 2008, where he also holds a licensed insurance agent designation. Kinetic Investment Management is a registered investment adviser managing approximately $348 million in assets for individuals, pension plans, and business entities. The firm employs a multi-method investment approach with a primary long-term trading orientation and offers portfolio management, financial planning, and sub-advisory services through a 20-advisor team.

Kevin Nix is a financial advisor at Stratos Wealth Advisors LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Stratos Wealth Partners, LPL Financial, and MSI Financial Services. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives across multiple teams. The firm offers financial planning, portfolio management, third-party manager programs, and other advisory services tailored to client goals.

Kathleen Carrico is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 34 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at La Salle St. Securities since 1992. In addition to her advisory role, she serves as Vice President and Trust Officer at Carrollton Bank and is a personal use consultant for Mary Kay Inc. LaSalle St. Investment Advisors provides personalized financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, with a notable emphasis on non-discretionary asset management.

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.

Robert Eberlin is a financial advisor with HighPoint Planning Partners in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with HighPoint Advisor Group since 2018, previously with Level Four Advisory Services and LPL Financial. HighPoint Advisor Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and wrap-fee programs, implementing portfolios through fundamental analysis and utilizing a range of investment vehicles and third-party platforms.

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.

Gilberto Arias Jr. is a financial advisor with Capital Analysts, holding a Series 66 designation and 23 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2007. Outside of his advisory role, he serves as Vice President and Secretary of a nonprofit condominium association and holds leadership positions in other business entities related to investment and real estate. Capital Analysts serves both retail and institutional clients, including high-net-worth individuals, trusts, foundations, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and its in-house Investment Management & Research team, which uses a proprietary screening process to create custom portfolios.

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.

Susan Ahlfeld is a CFP® and holds a Series 66 license with 23 years of industry experience. She has been with Advisors Capital Management, LLC since 2023, following a 21-year tenure at Ameriprise Financial Services, Inc. Outside of her advisory work, she is the managing member of Taking A Siesta LLC, a real estate rental business. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, and governmental entities. The firm employs a combination of top-down macro analysis and bottom-up fundamental, quantitative, and qualitative research to manage custom private accounts and model strategies.

Stephen Vranek is a financial advisor at Virtue Capital Management, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Transamerica Financial Advisors, Inc. and Lifemark Securities Corp. Outside of his advisory role, he serves as president of Wealth Star Inc., a high-end networking group that hosts meetings in Oak Brook, IL. Virtue Capital Management, LLC is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm provides discretionary and non-discretionary portfolio management, financial planning, consulting, third-party manager due diligence, sub-advisory services, and ERISA/qualified plan support, managing portfolios using tactical, strategic, and dynamic approaches through a multi-team model.

Zach Nugent is a financial advisor at Belpointe Asset Management LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at AFIN Family Wealth Management, Cetera Investment Services LLC, and New York Life Insurance Company. Outside of his advisory role, he is an independent insurance agent selling fixed insurance products and property and casualty insurance. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and investment companies, offering discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes customized portfolios using a range of strategies and supports its advisory practice with affiliated businesses and proprietary product sponsorships.

William Morrison Jr. is a financial advisor with Forum Financial Management, LP in Lombard, IL, holding Series 63 and Series 65 licenses and over 40 years of industry experience. His prior work includes roles at APEX CPAs & Consultants, Inc. and Purshe Kaplan Sterling Investments, alongside running Morrison & Associates, Inc. since 1979. Outside of his advisory work, he owns and manages a real estate business through Four Forty Forum LLC. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and other institutional clients. The firm emphasizes model asset-allocation portfolios based on Modern Portfolio Theory and offers a range of portfolio management and advisory services, including support to independent advisors through its Forum Advisor Alliance division.

Dylan Lueckenotte is a CFP® with nine years of experience in the financial services industry. He is currently affiliated with CreativeOne Securities, LLC and has prior experience with Client One Securities, LLC and Wallstreet Group. Outside of advising, he works as an account executive in employee benefit insurance sales at Acrisure Wallstreet Partners LLC. 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, fiduciary services, and access to third-party manager programs through a network of 127 advisors.

Lucas Dauch is a financial advisor at Performance Wealth with nine years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes ten years at J.P. Morgan Securities and one year at Transom Capital Group before joining Performance Wealth Partners, LLC. Performance Wealth serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans by providing discretionary and non-discretionary investment management, comprehensive wealth management, and financial planning services. The firm manages over $4 billion in client assets through a multi-advisor team, employing a long-term, portfolio-focused investment approach that includes diversified allocations using low-cost mutual funds and ETFs, along with stocks, bonds, REITs, options, and alternative investments.

Valerie Love Parker is a Series 66–licensed financial advisor with Capital Analysts, based in Lombard, IL, and has 22 years of industry experience. She has been associated with Lincoln Investment since 2017 and previously worked at Legend Equities Corporation and Waddell & Reed. Outside of her advisory work, she is involved with Broadway in Chicago as an usher and volunteers with community advocacy through ACT, while also promoting health and wellness as an associate with Youngevity. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, model portfolios, third-party manager access, and retirement-plan advice, delivering investment management both through an in-house team and independent advisors nationwide.

Ethan Ogden is a CFP® with seven years of industry experience currently affiliated with Maia Wealth. He has held roles at firms including Foreside Fund Services, Innovator Capital Management, and Astor Investment Management. Outside of his advisory work, he serves as managing member of Odgen Ventures, LLC, a bookkeeping entity related to his financial planning services. Maia Wealth provides discretionary and non-discretionary investment management and advisory services to individuals, trusts, estates, and businesses. The firm employs a long-term investment strategy complemented by tactical adjustments and integrates technology and third-party platforms in portfolio implementation.

Richard London is a CFP® professional with 20 years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. He has held positions at multiple firms, including Securities America Advisors and Cooper McManus. Outside of his advisory work, he is involved in insurance sales as a financial advisor. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, with a notable focus on non-discretionary asset management.

Symour Jacobs is a CFP® credentialed financial advisor with 37 years of industry experience. He is currently with Wealthcare Advisory Partners LLC, where he has worked since 2021. Prior to this, he held positions at Sy Jacobs CFP LLC, Cambridge Investment Research Advisors, Cambridge Investment Research, Inc., and Cetera Wealth Services, LLC. Jacobs is also an independent insurance agent for various independent insurance companies. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach that integrates proprietary Wealthcare software and behavioral economics, utilizing both passive and active investment strategies alongside dynamic rebalancing.

John Kinsella is a financial advisor with IHT Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with IHT Wealth Management and LPL Financial since 2015. IHT Wealth Management serves individuals, 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 fiduciary services through a network of approximately 153 advisors.

Jordan Layer is a financial advisor at VestGen Advisors, LLC with 26 years of industry experience. He holds the CFP®, ChFC®, and Series 66 credentials. His previous roles include positions at Penn Mutual Life Insurance Co, Hornor Townsend & Kent Inc, Equitable Advisors, Triad Advisors, and Resources Investment Advisors/OneDigital. VestGen Advisors provides investment management, financial planning, and retirement plan services to a diverse client base, including individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm emphasizes a combination of advisor-level client relationships with centralized portfolio construction and uses third-party managers alongside proprietary funds.