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 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.

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.

Randall Cohen is a financial advisor with IHT Wealth Management LLC in Skokie, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Bank of America, Merrill, and LPL Financial. IHT Wealth Management serves a diverse client base including individuals, pension plans, charitable organizations, trusts, and corporations. The firm employs a blended investment approach combining fundamental stock selection with quantitative tools and offers discretionary asset management, financial planning, and ERISA plan consulting through a network of approximately 153 advisors.

Ann Gunst is a CFP® with 17 years of industry experience, currently with Trustmont Advisory Group, Inc. She has previously worked at firms including Halo Securities LLC and Sentinus, LLC. Outside of her advisory role, she is a partner in an accounting and bookkeeping business. Trustmont Advisory Group serves a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a long-term investment approach, utilizing broad public research sources and discretionary management to tailor solutions that may include third-party managers and technical analysis.

Joel Kendall is a financial advisor with Composition Wealth, LLC in Chicago, IL. He holds Series 63 and Series 66 licenses and has 38 years of industry experience. His prior roles include positions at UBS Financial Services and Advisory Partners, LLC. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, and manages approximately $9.47 billion in discretionary assets as of the end of 2025.

Christopher Kuipers is a financial advisor at Arete Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has been with Arete Wealth Advisors since 2023. Outside of his advisory role, Kuipers is a math teacher and middle school football coach at Holland Christian Schools. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using a combination of advisor-driven and proprietary model allocations, and it integrates services across affiliated financial businesses and product channels.

Derrick Watts is a financial advisor with Packerland Brokerage Services, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining Packerland in 2020, he worked at Wunderlich Securities, Inc. from 2016 to 2019. Outside of his advisory role, he provides business development coaching and consulting to startups and small business owners, focusing on growth strategies, financial statements, projections, capital needs, and budgeting. Packerland Brokerage Services, Inc. serves individual and institutional clients—including high-net-worth individuals, trusts, corporations, and retirement plan sponsors—through a network of 176 advisors managing over $1.35 billion in assets. The firm offers financial planning, portfolio management, wrap-fee and unified managed account programs, and retirement-plan consulting, delivering investment solutions both directly and via third-party managers on the Hilltop/Hilltop-cleared Envestnet platform.