Paul Graffy is a financial advisor at IP Financial Advisory Services LLC with 35 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including Piper Jaffray & Co. and Advisory Research Inc. Since 2015, he has served in a strategic advisory role at Mathsights Corporation, a software firm focused on retirement planning, where he is a non-paid board member. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on personalized portfolio management and financial planning for non-high-net-worth investors. The firm offers a range of advisory and consulting services, including actuarial analysis and benefits consulting, and utilizes various analytical approaches and operational tools to manage client portfolios.

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.

Ellis Shanley is a CFP® with eight years of experience in the financial services industry. He is currently with Plante Moran Financial Advisors, where he has worked since 2021. His prior roles include positions at Mainstreet Investment Advisors LLC, Bank of America, Merrill, UBS, and Merrill Lynch. Outside of finance, he has had a brief involvement with Whiskey Jacks Bar and Saloon. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual households, institutional clients, and sovereign wealth funds. The firm employs a combined fundamental, technical, and cyclical investment approach and offers both discretionary and non-discretionary portfolio management.

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.

Nicholas Muscolino is a Series 66-licensed financial advisor with one year of industry experience. He currently works at Chicago Partners Investment Group LLC and previously held roles at Ameriprise Financial Services LLC and Northwestern Mutual. Muscolino’s background includes academic experience at the University of Kentucky. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, endowments, corporations, and other entities, offering financial planning, portfolio management, and family office consulting. The firm employs a long-term, diversified, asset-allocation focused investment strategy combining fundamental analysis and quantitative optimization.

Grace Kostreva is a financial advisor at Brownson, Rehmus & Foxworth, Inc. She holds a Series 65 designation and has been with the firm since 2023. Prior to joining Brownson, Rehmus & Foxworth, she held positions at The Boathouse and the University of Wisconsin - Madison. 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 a focus on long-term, diversified asset allocation and tailored investment programs based on detailed client assessments.

Michael King is a financial advisor at Plante Moran Financial Advisors with eight years of industry experience. He holds the Series 65 designation and has been with the Plante Moran enterprise since 2011, including four years specifically at Plante Moran Financial Advisors. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base, including high-net-worth individuals, institutional clients, and sovereign wealth funds. The firm employs a multifaceted investment approach that integrates fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.

Kinsey Hagedorn is a financial advisor at Chicago Partners Investment Group LLC with one year of industry experience. She holds a Series 65 designation and previously worked in education at the University of Kansas and New Trier High School. Chicago Partners Investment Group advises a diverse client base, including individuals, trusts, not-for-profit plans, and corporations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan services. The firm employs a long-term, diversified investment approach utilizing fundamental analysis and customized portfolios, and is notable for sponsoring affiliated pooled investment vehicles and serving insurance company clients.

Lynn King is a financial advisor at Sapient Capital LLC in Chicago, holding a Series 66 designation with five years of industry experience. Prior to joining Sapient Capital in 2026, King worked for Morgan Stanley for six years and New York Life Insurance for four years. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm uses a long-term investment approach combining fundamental and technical analysis to build diversified portfolios and acts as a fiduciary under ERISA/IRC standards.

Mark Karstrom is a Series 66-licensed advisor at FourStar Wealth Advisors, LLC with 19 years of industry experience. He has worked at FourStar since 2020 and previously held roles at Noyes Advisors LLC and David A. Noyes & Company. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm combines fundamental and technical analysis to tailor portfolios using a range of investment vehicles, managing assets primarily on a discretionary basis.

Olivia Venezia is a financial advisor at SpiderRock Advisors, LLC with four years of industry experience. She holds a Series 66 designation and has previously worked at BlackRock and Fidelity Investments. Outside of finance, she has been involved with field hockey clubs and camps, including the Wizards Field Hockey Club and College of the Holy Cross Field Hockey Camp. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to a range of institutional and individual clients. The firm uses systematic, technical, and rules-based processes along with quantitative and fundamental analysis to manage option-based hedges and yield-enhancing overlays, offering specialized portfolio and collateral management services.

Paul Braden is a financial advisor at Northern Trust Securities, Inc. in Chicago, IL, holding Series 63, 65, and 66 designations with 17 years of industry experience. He worked for 22 years at Wolverine Trading, LLC before joining Northern Trust Securities in 2023. Northern Trust Securities, Inc. provides discretionary portfolio management through a model-driven wrap fee program serving high-net-worth individuals, retail investors, and institutional clients. The firm combines advisory, brokerage, and custody services, offering portfolios that include proprietary and third-party investment products.

Philip Ridolphi is a CFP® professional with 14 years of industry experience. He has been with Brownson, Rehmus & Foxworth, Inc. since 2016. The firm is a fee-only, federally registered investment adviser serving individuals, families, trusts, estates, foundations, endowments, qualified retirement plans, and senior corporate executives. Brownson, Rehmus & Foxworth provides personalized financial counseling and non-discretionary investment advisory services, emphasizing long-term, diversified asset allocation and tailored investment programs based on written client goals.

Thomas Gruszka is a CFP® professional with 25 years of industry experience, currently serving at VestGen Advisors, LLC. His prior roles include positions at LPL Financial LLC, Wealth Management Group, LLC, and Sigma Financial Corporation. Based in Chicago, IL, he holds Series 63 and Series 65 licenses. 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, employing a range of analytical methods and third-party managers to implement portfolios.

Jacob Hianik is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Chicago Partners Investment Group LLC. He has four years of industry experience, including five years with Chicago Partners Wealth Advisors. Prior to his advisory career, he was a student for ten years. Chicago Partners Investment Group LLC advises a diverse client base, including individuals, trusts, nonprofits, endowments, and corporations. The firm employs a long-term, diversified investment approach with customized portfolios, utilizing fundamental analysis and strategies such as direct indexing and tax-loss harvesting.

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.

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.

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, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Forum Financial Management since 2015 and previously at APEX CPAs & Consultants, Inc., and Purshe Kaplan Sterling Investments. Outside of his advisory role, he owns and manages a rental property through Four Forty Forum LLC. Forum Financial Management, LP provides investment advisory and related services to individual, institutional, and charitable clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory and offers a range of portfolio management, financial planning, and retirement-plan services, supporting other RIAs through its turn-key asset-management platform and back-office services.

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.