Christopher Deacy is a CFP® professional with 23 years of industry experience, currently affiliated with IHT Wealth Management LLC in Chicago, IL. His prior experience includes eight years at Edward Jones and two years at LPL Financial. He operates CMD Wealth Partners, an independent investment advisory business started in 2024. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors by providing discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO services, and access to third-party managers. The firm employs a blend of fundamental and quantitative investment approaches and offers tailored portfolio solutions through a network of investment adviser representatives.

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.

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.

Stephen Vranek is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Lifemark Securities Corp., Transamerica Financial Advisors, and several businesses he leads, such as Wealth Star Inc., a high-end networking group, and West Suburban Business Solutions, which provides tax preparation and bookkeeping training. He also serves as president or CEO of multiple companies involved in business consulting, property management, and financial services. Virtue Capital Management, LLC is an SEC-registered enterprise adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm uses a model-driven approach with strategic, tactical, and dynamic strategies primarily implemented through mutual funds and ETFs, and provides portfolio management, financial planning, ERISA consulting, and educational courses for pre-retirees.

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 11 years of industry experience. He has been with FourStar since 2014. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities with financial planning, discretionary portfolio management, and retirement-plan consulting, using a blend of fundamental and technical analysis to tailor portfolios to clients’ risk tolerance and time horizons.

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.

Brendan Gibson is a financial advisor at The Mather Group, LLC in Chicago, IL, holding a Series 65 designation with one year of industry experience. Prior to joining The Mather Group, he worked in various roles including positions at Kilroy's on Kirkwood and Indiana University Football Team. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and offers customized portfolio options including direct indexing and ESG factor portfolios.

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 designations and bringing 30 years of industry experience. She has worked at multiple firms, including Realta Equities, Inc., Great Point Capital, LLC, and Purshe Kaplan Sterling Investments. Swanson also serves as Director of Operations at FourStar Insurance Services, LLC. 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 employs a combination of fundamental and technical analysis to tailor portfolios using a range of investment vehicles, including mutual funds, ETFs, individual securities, and private funds, with ongoing monitoring and management.

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.

Megan Smolinske is a Series 66-licensed financial advisor at Northern Trust Securities, Inc. in Chicago, IL, with four years of industry experience. Her prior roles include positions at Woodbury Financial Services, Inc. and Independent Advisors Group. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation providing discretionary portfolio management to high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven portfolios featuring proprietary and third-party mutual funds, ETFs, and separately managed accounts through the Fidelity Managed Account Xchange platform.

Jordan Layer is a CFP® and ChFC® with 25 years of experience in the financial services industry. He is currently an advisor at VestGen Advisors, LLC and has held roles at Resources Investment Advisors, Triad Advisors, Penn Mutual Life Insurance, and Hornor Townsend & Kent. Layer is also licensed as an insurance agent. 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 discretionary and non-discretionary investment management, financial planning, and retirement plan services using a combination of analytical methods and third-party managers.

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 at VestGen Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial LLC, Wealth Management Group, LLC, and Private Client Services. VestGen Advisors 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 discretionary and non-discretionary investment management, financial planning, and retirement plan services, utilizing a range of analytical methods and third-party managers to implement portfolios.

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 career includes roles at Stifel, National Securities Corporation, National Asset Management, and B. Riley Wealth Management. He is also involved in health and life insurance sales through a related affiliated business. B. Riley Wealth Advisors provides investment advice and portfolio management to individual clients, pension plans, trusts, charitable organizations, and corporate clients. The firm offers multiple program options, including internally managed models and third-party managed accounts, 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.