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.

John Kinsella is a financial advisor with IHT Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with IHT Wealth Management and LPL Financial since 2015. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Jordan Layer is a financial advisor at VestGen Advisors, LLC with 26 years of industry experience. He holds the CFP®, ChFC®, and Series 66 credentials. His previous roles include positions at Penn Mutual Life Insurance Co, Hornor Townsend & Kent Inc, Equitable Advisors, Triad Advisors, and Resources Investment Advisors/OneDigital. VestGen Advisors provides investment management, financial planning, and retirement plan services to a diverse client base, including individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm emphasizes a combination of advisor-level client relationships with centralized portfolio construction and uses third-party managers alongside proprietary funds.

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.

Conner Tilmon is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining the firm, he worked at Mutual of Omaha Insurance Company, Epic Valet, We-Ko-Pa Golf Resort, and Rockford Country Club. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and supports a range of client-directed discretionary authority arrangements.

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.

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.

Brian Rippel is a financial advisor with Northern Trust Securities, Inc. in Chicago, IL, holding Series 63 and Series 66 licenses and with 14 years of industry experience. He has been with Northern Trust Securities since 2015 and is also involved as a bartender at The Globe Pub in Chicago. Northern Trust Securities, Inc. is a multi-team firm that provides discretionary portfolio management primarily for high-net-worth individuals, retail investors, and institutional clients through model-driven, wrap fee programs delivered on the Fidelity Managed Account Xchange platform.

Colin Kelty is a financial advisor at Belpointe Asset Management LLC with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Cetera and MB Financial Bank. Outside of his advisory role, he is involved in a tax planning business and participates in theatre production and venue management. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting with a customizable approach that includes passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Sean Conway is a financial advisor at Curi Capital, LLC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Merrill from 2005 to 2007 and RMB Capital Management from 2008 to the present. Curi Capital 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, applying a long-term, fundamentally driven investment approach across multiple strategies and portfolio types.

Adam Runyan is a financial advisor at Advisory Services Network with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill, Bank of America, JPMorgan Chase, and Morgan Stanley. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing a variety of investment strategies tailored to clients’ objectives and risk tolerances.