Julian Van Ostrand is a financial advisor with Northern Trust Securities, Inc. in Skokie, IL, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Northern Trust Securities since 2008. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer that provides discretionary portfolio management through a model-driven wrap fee program serving high-net-worth individuals, retail investors, and institutional clients. The firm offers a variety of managed account solutions and combines advisory, brokerage, and custody services, including access to both proprietary and third-party investment products.

Pamela Davis is a financial advisor with Alera Investment Advisors, LLC, holding the ChFC® and Series 63 designations and bringing 40 years of industry experience. Her career includes roles at Securian Financial Services, Minnesota Life, and Triad Advisors, among others. She is also involved with GCG Financial, where she provides fixed business insurance products alongside her advisory work. Alera Investment Advisors, LLC offers investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, institutions, and retirement plans. The firm employs a mix of internal and external managers focusing on mutual funds, ETFs, equities, and fixed income, and provides ERISA-focused services for retirement plans.

Robert Yastrow is a financial advisor at Alera Investment Advisors, LLC with a Series 66 designation and experience beginning in 2024. His prior roles include positions at Osaic Wealth, Ryan Specialty, and Northmoor Country Club, as well as work related to sports camps and educational institutions. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, and institutions. The firm utilizes a combination of internal management, affiliate platforms, and independent managers to construct portfolios with a focus on long-term fundamental analysis and offers a range of ERISA-related services for retirement plans.

Genevieve Mar is a financial advisor with Berthel, Fisher & Company Financial Services, Inc., holding Series 63 and Series 66 credentials and over 30 years of industry experience. She has been with Berthel Fisher since 2010 and also serves as a board member for CTG Holdings, an import/export business. Additionally, she participates in the financial steering committee of North Suburban Ev Free Church. Berthel Fisher & Company Financial Services provides investment advisory and financial planning mainly to individual and high-net-worth clients, managing approximately $906 million in client assets across a variety of advisory platforms and customized investment strategies.

Robert Janson is a financial advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His career includes roles at Minnesota Life Insurance Company and Ascend Financial Services, both for 20 years, as well as positions at GCG Financial, Triad Advisors, and OSAIC. Outside of finance, he co-owns a jewelry sale and design business with his wife and assists with her interior and exterior design business. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, institutions, and retirement plans. The firm utilizes a combination of internal management, affiliate platforms, and independent managers to construct portfolios focused on long-term fundamental analysis across mutual funds, ETFs, equities, and fixed income.

Mary Deutsch is a financial advisor at Gibbs Wealth Management, LLC, holding a Series 65 license with one year of industry experience. She is also the owner and insurance agent of MTD Financial, Inc., and serves as president of Tess Marketing, Inc., a business marketing services company. Additionally, she is a managing member of Eight 22 Alpha, LLC, a real estate investment venture. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and related advisory services, utilizing third-party platforms and strategists. The firm employs a mix of analytical approaches to guide asset allocations and emphasizes risk management, tax efficiency, and guaranteed-income solutions where appropriate.

Gilberto Arias Jr. is a financial advisor with Capital Analysts, holding a Series 66 license and over 23 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2007. Outside of advisory work, he serves as Vice President and Secretary of a nonprofit condominium association and holds leadership roles in cooperative real estate management. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management through various programs and advisory services. The firm’s investment decisions are guided by an in-house research team using proprietary screening processes, with a business model that supports advisors in offering complementary outside activities alongside advisory services.

David Taylor III is a financial advisor at Arete Wealth Advisors, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at firms including Wells Fargo Clearing Services, LLC and Practice Management Consultants, LLC. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers discretionary portfolio management, investment consulting, and retirement plan advisory, utilizing a combination of advisor-driven and proprietary model allocations while acting as an ERISA fiduciary when applicable.

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.

Zach Nugent is a financial advisor at Belpointe Asset Management LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at AFIN Family Wealth Management, Cetera Investment Services LLC, and New York Life Insurance Company. Outside of his advisory role, he is an independent insurance agent selling fixed insurance products and property and casualty insurance. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and investment companies, offering discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes customized portfolios using a range of strategies and supports its advisory practice with affiliated businesses and proprietary product sponsorships.

William Morrison Jr. is a financial advisor with Forum Financial Management, LP, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Forum Financial Management since 2015 and previously at APEX CPAs & Consultants, Inc., and Purshe Kaplan Sterling Investments. Outside of his advisory role, he owns and manages a rental property through Four Forty Forum LLC. Forum Financial Management, LP provides investment advisory and related services to individual, institutional, and charitable clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory and offers a range of portfolio management, financial planning, and retirement-plan services, supporting other RIAs through its turn-key asset-management platform and back-office services.

Valerie Love Parker is a financial advisor at Capital Analysts with 22 years of industry experience. She holds a Series 66 designation and has worked at Lincoln Investment since 2017, following a two-year tenure at Legend Equities Corporation. Outside of her advisory role, she is involved in community advocacy and health and wellness promotion, including volunteer work with local organizations and providing access to vitamin and mineral supplements. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management guided by an in-house investment team using proprietary screening tools, with a model that supports advisor-managed and third-party portfolios.

Ethan Ogden is a financial advisor at Maia Wealth with six years of industry experience and holds a Series 66 designation. His prior work includes roles at Foreside Fund Services, Innovator Capital Management, Astor Investment Management, and Equinox. Outside of advising, he manages Ogden Ventures, LLC, a bookkeeping entity related to his financial planning services, and is also licensed as an insurance agent. Maia Wealth provides investment advisory and financial planning services to individuals, trusts, estates, and businesses, offering both discretionary and non-discretionary portfolio management. The firm employs a long-term investment approach using mutual funds, ETFs, and individual securities, alongside coordinated estate-planning and tax services through external specialists.

Richard London is a CFP® with 19 years of industry experience, currently serving as a financial advisor at LaSalle St. Investment Advisors, L.L.C. He has previously worked at Securities America Advisors, Securities America Inc, and Cooper McManus. Outside of his advisory role, he is involved in insurance sales and manages a family trust through an LLC structure. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a range of investment strategies, including both passive and active approaches, and manages a larger portion of assets on a non-discretionary basis.

Ruth Goran is a financial advisor with Avantax Planning Partners, Inc. in Skokie, IL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Avantax Planning Partners since 2001 and maintains a CPA tax practice serving closely held companies and their owners. Outside of her advisory role, she is president of Entertain2Educate, a company focused on developing educational scripts, and is actively involved in several nonprofit organizations in board and treasurer roles. Avantax Planning Partners provides investment advice and related planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies and discretionary portfolio management, supported by an Investment Advisory Committee and centralized trading and reporting.

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 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.

Jeannette Adcock is a financial advisor with Thurston Springer Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked at David A. Noyes & Company since 2017 and previously spent 13 years at Wayne Hummer Investments. Thurston Springer Advisors serves a diverse client base including high-net-worth individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and sub-advisory services. The firm employs a range of investment strategies such as Tactical Momentum and Earnings Momentum, combined with fundamental and technical analysis, and manages accounts primarily on a discretionary basis.

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 Mutual of Omaha Investor Services, he worked at Mutual of Omaha Insurance Company and has experience in hospitality roles, including positions at Epic Valet, We-Ko-Pa Golf Resort, and Rockford Country Club. Mutual of Omaha Investor Services 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 with Envestnet and uses Pershing as custodian, operating alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Jason Balogh is a CFP® professional with six years of experience in financial services. He is currently with OnePoint BFG Wealth Partners and has previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Outside of advising, he may earn commissions from insurance product sales. OnePoint BFG Wealth Partners offers customized financial planning and wealth management to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a combination of proprietary investment models, third-party managers, and custodian-sponsored programs, with most assets managed on a discretionary basis.