Daniel Powers is a financial advisor at Zacks Investment Management, Inc. He holds the Series 65 designation and has two years of industry experience. Prior to joining Zacks in 2020, he worked at TCU and the TCU Post Office from 2016 to 2020. Zacks Investment Management provides discretionary investment management to individuals, trusts and estates, retirement plans, pooled investment vehicles, and institutional clients. The firm employs proprietary quantitative models combined with qualitative portfolio management across a broad range of strategies and serves as portfolio manager to mutual funds and ETFs.

Robert Dearborn is a financial advisor at Bartlett & Co. Wealth Management LLC with five years of industry experience. He holds the CFA® and CIC designations and previously worked at Lodestar Investment Counsel, LLC for 28 years. He serves as Village President of Winnetka, Illinois, a role involving various governance responsibilities. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and a range of institutional clients, providing discretionary wealth management and comprehensive financial planning. The firm emphasizes diversified asset allocation and relative-value analysis for fixed income, utilizing mutual funds, ETFs, and external managers to implement investment strategies.

Carlyle Madden is a financial advisor with Brownson, Rehmus & Foxworth, Inc. He holds the CFP® designation and has 23 years of industry experience. Madden has been with Brownson, Rehmus & Foxworth since 2016. Brownson, Rehmus & Foxworth is a fee-only, federally registered investment adviser serving individuals, families, trusts, estates, private foundations, endowments, qualified retirement plans, and senior corporate executives. The firm provides personalized financial counseling and non-discretionary investment advisory services with an emphasis on long-term, diversified asset allocation and tailored investment programs.

Morgan Murphy IV is a financial advisor at McAdam LLC with 12 years of industry experience. He holds the Series 63 and Series 65 credentials. His prior experience includes positions at Madison Avenue Securities and Purshe Kaplan Sterling Investments. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, and retirement plan consulting, managing client accounts with a focus on fundamental analysis and incorporating a diverse range of investment exposures.

Christopher Reardon is a Series 65-licensed advisor at FourStar Wealth Advisors, LLC with 12 years of industry experience. He has been with FourStar Wealth Advisors since 2014. FourStar Wealth Advisors serves individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and business entities, providing financial planning, investment management, and retirement plan consulting. The firm employs a mix of fundamental and technical analysis to tailor portfolios across various asset classes according to clients’ risk profiles.

John Nicholas is a financial advisor at Chicago Partners Investment Group LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been with Chicago Partners since 2014. Chicago Partners Investment Group LLC serves a diverse client base, including individuals, trusts, nonprofits, endowments, and corporations. The firm employs a long-term, diversified investment strategy, offering customized portfolio management, financial planning, retirement services, and an automated advisory program, with a focus on fundamental analysis and a range of strategies such as direct indexing and tax-loss harvesting.

Peter Hommeyer is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL. He holds a Series 65 designation and has one year of industry experience. Prior to joining Zacks, he worked at Fortitude Systems and has a background that includes academic and teaching roles. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, and institutional clients, alongside managing mutual funds and ETFs. The firm’s investment approach combines proprietary quantitative models with qualitative portfolio management across a broad range of strategies, and it offers its services through multiple platforms including wrap-fee and unified managed account programs.

Laura Swanson is a financial advisor with FourStar Wealth Advisors, LLC in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Her prior roles include positions at Realta Equities, Inc., Great Point Capital, LLC, Purshe Kaplan Sterlings Investments, Cabot Lodge Securities LLC, and Waddell & Reed. She also serves as Director of Operations for FourStar Insurance Services, LLC. FourStar Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers financial planning, investment management, wealth management, and retirement plan consulting, using a combination of fundamental and technical analysis to tailor portfolios across various asset classes according to clients' risk tolerances and objectives.

Mary Mulcrone is a financial advisor with IHT Wealth Management LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked at IHT Wealth Management and LPL Financial since 2021 and previously spent 12 years with Cetera Financial Specialists LLC. Mulcrone is also a commissioned notary public in the state of Illinois. IHT Wealth Management serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools within diversified model portfolios, and offers discretionary asset management alongside financial planning and ERISA consulting services through a network of approximately 153 advisors.

John Byam is a financial advisor with Merit Financial Advisors in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at J.P. Morgan Institutional Investments Inc. and JPMorgan Investment Management Inc. for over a decade. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified asset allocation strategy managed through centralized portfolios and offers a range of services including financial planning, retirement plan consulting, and employee financial-wellness programs.

Megan Smolinske is a financial advisor at Northern Trust Securities, Inc. with five years of industry experience. She holds a Series 66 designation and has worked at firms including Woodbury Financial Services and Independent Advisors Group. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven discretionary portfolio management through a variety of managed account programs delivered via the Fidelity Managed Account Xchange platform.

Madeline Holley is a financial advisor at B. Riley Wealth Advisors, Inc. with eight years of industry experience. She holds a Series 66 designation and has worked at firms including National Securities Corporation and B. Riley Wealth Management. Her background also includes roles at the University of Illinois and its Office of Government Relations. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers multiple investment programs and manages approximately $4.21 billion in client assets through a team of about 173 advisors.

David Bolanos is a financial advisor with VestGen Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His work history includes roles at LPL Financial from 2008 to 2024, Wealth Management Group, LLC since 2022, and Private Client Services since 2024. VestGen Advisors provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client interaction with centralized portfolio construction and serves a diverse client base including other investment advisers and institutional clients.

Luis Sepulveda is a financial advisor with B. Riley Wealth Advisors, Inc. in Chicago, IL, holding a Series 63 designation and 34 years of industry experience. His prior roles include positions at Stifel, National Securities Corporation, and National Asset Management. Sepulveda is also involved in health and life insurance sales through B. Riley Wealth Insurance Corporation. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individual, institutional, and charitable clients. The firm offers a variety of programs such as Advisor-as-Portfolio-Manager, third-party managed solutions via Envestnet, and internally managed models, overseeing approximately $4.21 billion in client assets.

Frank Lanza is a financial advisor at Zacks Investment Management, Inc. with 24 years of industry experience. He holds a Series 65 designation and has been with Zacks and its affiliated firms since 2008. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, estates, retirement plans, charitable and corporate entities, and institutional investors. The firm combines quantitative and qualitative analysis using proprietary models centered on earnings-estimate revisions and offers a wide range of strategies and investment vehicles across retail, institutional, and third-party distribution channels.

Scott Schwartz is a CFP® and holds a Series 65 license with eight years of industry experience. He has been with Plante Moran Financial Advisors since 2017 and had prior roles with the Michigan Export Growth Program and Michigan State University. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individuals, institutions, and sovereign wealth funds. The firm uses a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model and frequently employs third-party managers and alternative investments.

Joann Seagren is a financial advisor at Chicago Capital, LLC with 16 years of industry experience. She holds a Series 65 designation and has previously worked at JAG Capital Management LLC, CIBC Private Wealth Advisors, Inc, and Geneva Advisors, LLC. Chicago Capital provides discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, high-net-worth clients, families, foundations, other registered investment advisers, and corporations. The firm employs an active management approach combining fundamental and technical research to create individualized portfolios across various asset classes, focusing on long-term portfolio value and risk mitigation.

Christian Luna is a financial advisor at Maia Wealth with five years of industry experience. He holds a Series 65 designation and has worked with firms including Simplicity Wealth, Phyxius Financial Group, Wealth Watch Advisors, Money Concepts Capital Corp., and Senior Solutions LLC. In addition to his advisory role, he is also an insurance agent for various carriers. Maia Wealth offers discretionary and non-discretionary investment management and supervisory services to individuals, trusts, estates, and businesses, including high-net-worth clients. The firm employs a blend of fundamental, technical, and cyclical analysis, combining traditional advisory oversight with technology and third-party platforms to implement portfolios using mutual funds, ETFs, and individual securities.

Ali Carmen is a financial advisor at Northern Trust Securities, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Northern Trust Securities since 2015. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven discretionary portfolio management through a wrap fee program, combining advisory, brokerage, and custody services with a range of proprietary and third-party investment products.

Koffi Toulaboe is a financial advisor at Zacks Investment Management, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill, Financial Management Systems, and Astra Bank. Zacks Investment Management, Inc. provides discretionary investment management to individuals, trusts, retirement plans, and institutional clients, offering a range of strategies that combine proprietary quantitative models with qualitative portfolio management. The firm manages mutual funds and ETFs and distributes strategies through wrap-fee and unified managed account programs.