Brennan Hollenbeck is a CFP® with 17 years of industry experience, currently serving at IHT Wealth Management LLC since 2019. His prior roles include positions at LPL Financial and Independent Financial Partners, among others. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors by providing discretionary asset management, financial planning, and outsourced CIO services. The firm’s investment approach combines fundamental value screening, quantitative optimization, and periodic rebalancing, utilizing proprietary model portfolios, third-party managers, and discretionary OCIO mandates.

Shelton Lester is a financial advisor with Ally Invest Advisors in Chicago, IL, holding Series 63 and Series 66 designations and 11 years of industry experience. He has worked at Ally Invest Advisors since 2021 and previously held roles at Charles Schwab, TD Ameritrade, and FIDELITY Brokerage Services LLC. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interaction. The firm offers ETF-based robo portfolios and Financial Advisor–delivered Personal Advice services, utilizing model portfolios based on Modern Portfolio Theory with multiple risk tiers.

Ann Guntli is a CFA® charterholder with nine years of industry experience. She has worked with RMB Capital Management, LLC since 2007. Curi Capital, LLC provides wealth management, investment management, retirement plan consulting, family office services, and a subscription offering for early-career medical professionals. The firm serves individuals, high-net-worth clients, and institutional clients, employing a long-term, fundamentally driven investment approach across various vehicles and strategies.

Joyce Kelley is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has worked with affiliated firms including Global View Capital Advisors, LLC and Global View Capital Insurance Services, LLC since 2010. Kelley serves as a board member on the Membership Committee of the South Suburban Small Business Association. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants, utilizing a research-driven approach focused on technical and quantitative analysis. The firm integrates proprietary research through its affiliate AdvisorGuide, LLC, and offers personalized managed account programs, including ETFs, mutual funds, and variable annuities.

Alexander Fedynsky is a financial advisor at Aaron Wealth Advisors with 21 years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs Co. LLC and Goldman Sachs AYCO Personal Financial Management. He serves as a board member of the Ukrainian Museum-Archive Inc., a cultural institution. Aaron Wealth Advisors serves high-net-worth and institutional clients, including business owners and multi-generational families, providing discretionary and non-discretionary portfolio management along with standalone financial consulting. The firm emphasizes outsourced portfolio management platforms and offers option overlay strategies while maintaining client advisory relationships.

Alan Nerad is a financial advisor with IHT Wealth Management LLC based in Chicago, IL, holding a Series 66 credential and 23 years of industry experience. His prior roles include positions at LPL Financial LLC, Alera Investment Advisors, LLC, Triad Advisors, Inc., GCG Financial, Inc., and Securian Financial Services, Inc. He has been involved in fixed insurance and financial planning services through various affiliated entities. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors by providing discretionary asset management, financial planning, ERISA consulting, and outsourced CIO services. The firm utilizes a combination of proprietary model portfolios, third-party managers, and discretionary mandates, employing value-based screening, quantitative optimization, and periodic rebalancing in its investment approach.

Margaret Swiess is a financial advisor at Founders Financial Securities LLC with 19 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Spc and Global View Capital Management, Ltd. She is also a licensed insurance agent and a Notary Public in the State of Illinois. Founders Financial Securities serves individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients through a network of registered investment adviser representatives. The firm offers portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing a range of investment programs and non-traditional delivery methods.

Tomasz Gogola is a CFA® charterholder with 10 years of industry experience. He currently serves as a financial advisor at Aaron Wealth Advisors and has previously worked at Mainstreet Investment Advisors, Equitable Advisors, Wells, Roselieb & Raia Management, Axa Advisors, and LBMZ Securities. Aaron Wealth Advisors serves high-net-worth individuals, business owners, and institutional clients, offering discretionary and non-discretionary portfolio management along with standalone financial consulting. The firm employs an outsourced platform to access third-party managers and provides option overlay strategies, while also maintaining an affiliated insurance advisory entity that collaborates with insurance brokers and agents.

John Boryk is a Certified Financial Planner® with 23 years of industry experience. He is currently with IHT Wealth Management LLC in Chicago, IL, and has prior experience at JP Morgan Chase Bank, JP Morgan Securities, PNC Wealth Management, and William Blair & Company. IHT Wealth Management serves individuals, including high-net-worth clients, as well as corporate and institutional entities and retirement plan sponsors. The firm offers discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers, employing an investment process that combines fundamental value screening, quantitative optimization, and periodic rebalancing.

Robert Falato is a CFP® with 35 years of industry experience, currently serving as an advisor at Northern Trust Securities, Inc. since 1990. He is based in Chicago, IL. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer that offers discretionary portfolio management through a wrap fee program to high-net-worth individuals, retail investors, and institutional clients. The firm employs a model-driven approach to managing portfolios, combining proprietary and third-party investment products with brokerage and custody services.

Jay Warren is a financial advisor with IHT Wealth Management LLC in Northbrook, IL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Independent Financial Partners, LPL Financial, and Sheridan Road Financial. He serves as a nonprofit board member in addition to his advisory work. IHT Wealth Management serves individuals, pension plans, charitable organizations, trusts, and corporate clients, offering discretionary asset management, financial planning, and ERISA consulting. The firm employs a blend of fundamental and quantitative investment strategies through diversified model portfolios and provides advisor-enhanced algorithmic options, supported by operational features such as an affiliated broker-dealer and integrated fiduciary services.

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.

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.

Benjamin Storm is a Series 66-licensed financial advisor with three years of industry experience. He is currently with IHT Wealth Management LLC and previously worked at LPL Financial and First Watch. Outside of his advisory role, he is involved with Prairie Sky Financial Group, an entity related to his LPL business activities. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools to manage diversified portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

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 nine years of industry experience. He holds a Series 65 designation and has worked at Plante Moran and its affiliated firms since 2011. 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 utilizes a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model in its investment process.

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.