Taylor Champion is a CFP® and CFA® at Chesley, Taft & Associates, LLC with over 14 years of industry experience. Prior to joining Chesley, Taft & Associates in 2023, Taylor worked at Byline Bank for four years and U.S. Trust, Bank of America Private Wealth Management for ten years. Chesley, Taft & Associates primarily serves high net worth individuals and related entities, including trusts, IRAs, and family foundations, managing approximately $3.0 billion in client assets. The firm employs fundamental equity analysis and tailored asset allocation across multiple strategies, serving a diverse client base that includes pension plans, charitable organizations, and corporate entities.

Susan Williams is a financial advisor at Forum Financial Management, LP with 16 years of industry experience. She holds a Series 65 designation and has worked at Forum Financial Management since 2010, with prior experience at Faermark & Williams, LLC. Williams also serves as an officer for Forum Administrative Services, Inc., an administrative services company. Forum Financial Management provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory and offers a range of services including portfolio management, financial planning, and sub-advisory solutions primarily through a wholesale, multi-team platform.

Patrick Daniels is a financial advisor at Chicago Partners Investment Group LLC with one year of industry experience. He holds a Series 65 designation. Prior to his current role, his background includes positions at Sunset Ridge Country Club, Kirco Manix, Indiana University, University of St. Thomas, Winnetka Golf Club, and Loyola Academy. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, nonprofits, endowments, and various business entities, offering financial planning, portfolio management, and family office consulting. The firm employs a long-term, diversified, asset-allocation approach that integrates fundamental and quantitative analysis across multiple investment strategies.

Arben Cuca is a financial advisor at Corecap Advisors with five years of industry experience. He holds a Series 65 credential and has worked previously at firms including Fefa Advisors LLC, AE Wealth Management, and AON Benfield. In addition to his advisory role, he is involved in insurance sales through Apex Wealth Management. Corecap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm emphasizes a relationship-oriented, individualized approach with a long-term investment horizon and employs a range of investment vehicles including mutual funds, ETFs, equities, and fixed income.

Jeffrey Kocis is a financial advisor with LPL Financial in Chicago, IL, holding a Series 66 designation and 24 years of industry experience. He has been affiliated with IHT Wealth Management LLC and LPL Financial since 2015. Outside of his advisory work, he serves as Chaplain and Executive Committee Board Member for the American Legion Riders Marne Post 13. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team, combining large-scale advisory operations with additional financial products and services.

Marcus Velasco is a financial advisor at JMG Financial Group Ltd in Downers Grove, IL, with 18 years of industry experience. He holds the CFP® and CFA® designations along with Series 63 and 66 licenses. His prior work includes roles at Allstate, Nuveen Investments, and operating his own businesses, including Emvee Coaching, LLC. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with comprehensive wealth management, portfolio management, and financial consulting services. The firm employs a planning-based, long-term investment approach using strategic asset allocation and offers in-house tax consulting and private investment fund advice.

Thomas Herr is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Ausdal Financial Partners since 2009 and also maintains long-term roles with Cunningham Group and Serpe Insurance. Outside of his advisory work, he supervises insurance sales activities at Serpe Insurance. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to a diverse client base including individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment vehicles and custodial partnerships.

Erik Gutierrez is a financial advisor at VestGen Advisors, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Lake Street Financial and NTN Bearing Corporation. 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 investment management, financial planning, and retirement plan services through a process that integrates multiple analytical methods and may include third-party managers.

Kenneth Hartman Jr. is a Series 65 registered advisor with Advisory Services Network in Chicago, IL. He joined the firm in 2026 and has prior experience in education and golf administration. He has been involved with Troon Golf Administration, L.L.C. since 2022. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent investment adviser representatives. The firm offers a range of services including discretionary and non-discretionary portfolio management and financial planning, with strategies tailored to clients’ objectives and risk tolerances.

Yesenia Delgado is a financial advisor at Belpointe Asset Management LLC with nine years of industry experience. She holds a Series 66 designation and has previously worked at Cetera Investment Advisers, Cetera Investment Services LLC, and MB Financial Bank. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management and financial planning, utilizing customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance.

Richard Burridge Jr. is a CFP® professional with over 31 years of industry experience, currently serving at Curi Capital, LLC. He has worked at RMB Capital Management, LLC since 2005. Curi Capital serves a diverse client base including individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental investment approach and combines in-house strategies with external managers, managing approximately $9.83 billion across various account types.

Timothy Sullivan is a financial advisor with Ausdal Financial Partners, Inc., holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience and has been with Ausdal Financial Partners since 2015. Additionally, he conducts insurance sales through TJ Sullivan Company, Inc., focusing on fixed and equity-indexed annuities, life, disability, and long-term care insurance. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities with over $3.7 billion in assets under management across more than 16,000 clients. The firm offers a range of advisory services tailored to client objectives, integrates third-party managers, and operates as both a registered investment adviser and broker-dealer.

Rocco Santorsola is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Ausdal Financial Partners since 2009 and has owned and operated Rocco Santorsola Ltd., an accounting and tax preparation business, since 1993. In addition to advisory services, he is involved in health and life insurance and fixed annuity sales. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment strategies and custodial relationships.

David Mcclellan is a financial advisor at Forum Financial Management, LP with 11 years of industry experience. He holds a Series 65 designation and has been with Forum Financial Management since 2015. Outside of his advisory role, he is involved with F.A.M. LLC as a member, providing management services related to the firm. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm emphasizes model asset-allocation portfolios based on Modern Portfolio Theory and offers a range of services including portfolio management, financial planning, and back-office support for independent advisors and RIAs.

Thomas Lyman is a financial advisor at John Hancock Personal Financial Services, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various capacities within John Hancock-affiliated firms since 2018, as well as a year at Insight Global earlier in his career. John Hancock Personal Financial Services provides financial planning, consultative services, and an Emergency Savings program to individual clients, trusts, estates, non-profits, and business entities. The firm uses third-party financial planning software to deliver written recommendations, supporting a technology-assisted service model that accommodates a high client load per advisor.

Adam Boyer is a financial advisor at JMG Financial Group Ltd with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including the London Stock Exchange Group, Northern Trust, and Charles Schwab. Outside of advising, he manages rental properties on a limited personal basis. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with a planning-based, long-term investment approach. The firm offers comprehensive wealth management, portfolio management, in-house tax consulting, and private investment fund advisory services.

Natasha Titova is a financial advisor at HighPoint Planning Partners with 20 years of industry experience. She holds Series 63, 65, and 66 licenses and has previously worked at J.P. Morgan Securities and LPL Financial. HighPoint Advisor Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities, offering discretionary asset management, financial planning, and retirement plan advisory. The firm utilizes fundamental analysis and a wide range of investment options, including mutual funds, ETFs, individual securities, and third-party platforms, to construct and manage client portfolios.

Alison Whittington is a CFP® professional with seven years of industry experience, currently serving as an advisor at McAdam LLC since 2019. She has prior experience at AXIS Capital and has worked in roles outside finance, including at Kilroy's on Kirkwood and Indiana University. McAdam LLC advises a broad range of clients, including individuals, trusts, estates, charitable organizations, corporations, and government entities. The firm offers financial planning and investment management with a focus on discretionary portfolio management that incorporates mutual funds, ETFs, individual securities, and alternative asset exposures.

Tara Hill is a CFP® professional with four years of industry experience. She is currently associated with Mariner Independent and Fortitude Financial Partners. Her prior experience includes roles at Brown Brothers Harriman and Northern Trust. Mariner Independent serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, tax support, insurance solutions, and access to alternative investments, utilizing both firm-built model portfolios and customized discretionary portfolios.

Justin Leslein is a financial advisor at Northern Trust Securities, Inc. with nine years of industry experience. He holds the Series 66 designation and has been with Northern Trust Securities since 2016. 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, utilizing a mix of proprietary and third-party investment products delivered via the Fidelity Managed Account Xchange platform.