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.

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 with Curi Capital, LLC in Chicago, IL, holding a Series 66 designation and 19 years of industry experience. He has worked at RMB Capital Management since 2008. Curi Capital serves individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental bottom-up approach for equity strategies and a fundamental relative-value orientation for fixed income, combining in-house strategies with external managers and proprietary risk analysis tools.

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.

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.

Arvin Weindruch is a financial advisor at Forum Financial Management, LP with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Harris Weindruch & Co. Ltd. for over four decades. Outside of his advisory role, he operates an accounting and consulting business as a sole proprietor. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also offers sub-advisory services and a turnkey asset management platform to independent RIAs, utilizing model portfolios primarily invested in DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

David Lennon is a financial advisor with Forum Financial Management, LP in Joliet, IL, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 31 years of industry experience and has been with Forum Financial Management and Purshe Kaplan Sterling Investments since 2013. Lennon is also the owner of Senesac & Lennon, Ltd., an accounting and tax services firm. Forum Financial Management, LP provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, utilizing model portfolios primarily implemented with DFA mutual funds and ETFs following a Modern Portfolio Theory approach.

Andrew Baker is a CFA® charterholder with nine years of industry experience. He is currently with Curi Capital, LLC and has worked at RMB Capital Management LLC since 2008. Curi Capital serves individuals and families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental, bottom-up approach to equity and a relative-value orientation to fixed income, combining in-house strategies with external managers and proprietary risk analysis tools.

Ian Doll is a CFP® certificant and Series 65 licensee with 13 years of industry experience. He is currently associated with RMB Capital Management, where he has worked since 2012. Doll operates out of Chicago, IL. Curi Capital, LLC is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, retirement plans, institutions, mutual funds, private funds, and family offices. The firm employs a long-term, fundamental investment approach with a bottom-up process for equities and a relative-value focus for fixed income, using a combination of proprietary strategies, third-party managers, mutual funds, and private funds.

Claire Davis is a financial advisor at The Mather Group, LLC in Chicago, IL, with four years of industry experience. Prior to joining The Mather Group, she worked at Kautex Textron and Miami University. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing combined financial planning, investment management, tax and estate planning guidance, and family office services. The firm uses an evidence-based investment approach with tax-synchronized portfolio construction and offers customization options such as direct indexing and ESG factor portfolios.

David Chase is a financial advisor with NewEdge Wealth in Chicago, holding a Series 66 designation and 17 years of industry experience. Prior to joining NewEdge Wealth and NewEdge Securities LLC in 2025, he worked at Wells Fargo Clearing and Wells Fargo Advisors from 2015 to 2025. He serves as a board member and finance committee member at Hinsdale Community House, where he advises on financial and investment matters. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional clients. The firm offers comprehensive advisory services with an investment process that emphasizes asset allocation, investor behavior, and a combination of model strategies, separately managed accounts, and alternative investments.