Alexander Milton is a financial advisor with Belpointe Asset Management LLC in Munster, Indiana. He holds a Series 66 designation and has one year of industry experience. Milton has worked at several firms, including AFIN Family Wealth Management and Cetera Investment Services. Outside of advisory work, he is an independent insurance agent selling fixed insurance products. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion. The firm provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers, implementing customized portfolios through various strategies and model portfolios.

Timothy Peterson is a financial advisor at Virtue Capital Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at firms including Horter Investment Management and TWP Financial & Insurance Services, where he is also an owner involved in insurance services. Virtue Capital Management serves a diverse client base including individuals, trusts, estates, and institutions, offering customized portfolio management and financial planning through a multi-team model that includes due diligence on third-party managers and ongoing client education.

Luke Stortzum is a CFP® and Series 66-licensed financial advisor with seven years of industry experience. He is currently with Merit Financial Advisors in Chicago, IL, having joined in 2025. His prior roles include positions at Purshe Kaplan Sterling Investments, Commonwealth Financial Networks, Blueprint Wealth Advisors, Cetera, and Edward Jones. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion across 144 advisors and serves a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and modular sleeves, with oversight by a central Investment Management team and Investment Committee, while allowing advisors to customize portfolios on various platforms.

Ursula Daley is a financial advisor at VestGen Advisors, LLC with 24 years of industry experience. She holds a Series 66 designation and has worked previously at Commonwealth Financial Network and LPL Financial. Outside of advisory work, she is a partner in a real estate investment LLC. VestGen Advisors, LLC is a multi-team registered investment adviser serving individual and high-net-worth clients with discretionary and non-discretionary investment management, financial planning, and retirement plan services. The firm employs a range of analytical methods and may utilize third-party managers or affiliate strategies to implement client portfolios.

Edward Vesely is a financial advisor at Northern Trust Securities, Inc. with 19 years of industry experience. He previously worked at Citigroup Global Markets for 17 years before joining Northern Trust Securities in 2024. He holds the Series 63 and Series 66 designations. 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 Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs, utilizing a combination of proprietary and third-party investment products.

William Goldsberry II is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Ausdal in 2020, he worked at Equitable Advisors and Axa Advisors. In addition to his advisory role, he assists advisors with insurance product sales and client insurance needs. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a range of services including advisor-managed and separately managed accounts, financial planning, and brokerage and insurance products, with investment strategies tailored to each client's objectives and risk tolerance.

Linus Park is a CFP® and CFA® with 17 years of industry experience, currently serving as an advisor at McAdam LLC in Chicago. He has worked at McAdam LLC and Purshe Kaplan Sterling Investments since 2014 and is an adjunct instructor at Northwestern University, where he teaches a CFP class. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to manage diversified portfolios tailored to client risk tolerance and objectives, offering a range of financial planning, consulting, and specialized investment strategies.

Kelly Mac Donald is a financial advisor at Chicago Partners Investment Group LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Aon and StoneX. Her background also includes roles at the University of Illinois at Urbana-Champaign and Lyons Township High School. Chicago Partners Investment Group advises a diverse client base, including individuals, trusts, not-for-profits, endowments, and corporations. The firm employs a long-term, diversified investment approach with customized portfolios and offers a range of services such as portfolio management, financial planning, retirement plan consulting, and family-office reporting.

William Morrison is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at B. Riley Wealth Advisors and B. Riley Wealth Management since 2022 and was previously with National Securities Corp for seven years. Outside his advisory role, he serves as Chair of the Department of Stewardship for the Antiochian Orthodox Christian Archdiocese of North America and is a member of the Parish Council at Holy Transfiguration Orthodox Church. B. Riley Wealth Advisors provides investment advice and portfolio management to individual clients, pension plans, trusts, charitable organizations, and corporate clients, managing approximately $4.21 billion in assets. The firm offers a variety of investment programs and financial planning services delivered through a team of advisors using both third-party and internally managed strategies.

Michael Stoffregen is a CFA® charterholder and holds a Series 65 license. He has worked at Chesley, Taft & Associates, LLC since 2006, bringing 20 years of industry experience. 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 investment strategies, serving a diverse client base that includes pension plans and charitable organizations.

Martin Campbell is a financial advisor with Highpoint Planning Partners, holding a Series 66 credential and 18 years of industry experience. He has worked at HighPoint Advisor Group since 2016 and LPL Financial since 2009. Outside of his advisory work, he is the owner of Dirty Chicago Clothing, LLC, a clothing business. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and acts as sponsor and manager of wrap-fee programs, utilizing a range of securities and third-party platforms to implement client investment policies.

Tammy Roman is a financial advisor at FourStar Wealth Advisors, LLC in Chicago, IL, with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Byline Bank from 2016 to 2023. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning and discretionary portfolio management. The firm employs a mix of fundamental and technical analysis, managing portfolios primarily on a discretionary basis with allocations tailored to clients’ risk tolerance and time horizon.

Mario Bernardi is a financial advisor at Centennial Securities Company, Inc. in Chicago, IL, holding Series 63 and Series 65 designations with 39 years of industry experience. He has been with Centennial Securities since 2011. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets and serving individuals, trusts, estates, retirement plan sponsors, foundations, and business entities. The firm offers discretionary and non-discretionary investment management, financial planning, and access to third-party manager programs, employing fundamental and technical analysis to create customized portfolios.

Matthew Grasman is a financial advisor with Geneos Wealth Management, Inc., holding a Series 66 license and five years of industry experience. He has worked at John White & CO and Geneos Wealth Management since 2020. Outside of his advisory role, he is involved in tax preparation and operates a landscaping and snow removal business. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a variety of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority for most client accounts.

Mark Fleming is a CFP® with eight years of industry experience, currently serving as a financial advisor at Compass Financial Management LLC. His prior roles include positions at Paradigm Wealth Management, Sentinus, LLC, and Topel Formon LLC. He holds limited partnership interests in real estate developments inherited from his family. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates, providing discretionary portfolio management and retirement plan consulting. The firm employs a multi-disciplinary investment approach combining fundamental, technical, charting, and cyclical analysis across various asset classes.

David Hennings is a financial advisor with Stonex Advisors Inc. in Oak Park, IL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior work includes roles at StoneX Securities Inc., Wrp Investments, Inc., LPL Financial, and Waterstone Financial Group. Outside of advisory work, he serves as assistant treasurer for the Cedar Point Parks Association homeowners association. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, and ERISA plan consulting. The firm utilizes a combination of independent advisors and an in-house Private Client Group, implementing strategies through advisor-managed portfolios, proprietary model solutions, and third-party money managers.

William Murray is a CFA® charterholder with five years of industry experience, currently serving at Chicago Partners Investment Group LLC since 2020. Prior to this, he worked at Chicago Equity Partners for 26 years. Chicago Partners Investment Group LLC advises a diverse client base, including individuals, trusts, not-for-profit plans, endowments, and corporations. The firm employs a long-term, diversified investment approach, utilizing fundamental analysis to build customized portfolios and offering a range of services such as portfolio management, financial planning, and retirement plan consulting.

Roger Anderson is a Certified Financial Planner (CFP®) and CPA with 37 years of industry experience. He has been with Ausdal Financial Partners, Inc. since 2009 and has operated his own tax preparation service since 1994. In addition to his advisory work, Anderson provides tax preparation services during part of the year and is involved in outside insurance sales. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer that manages over $2 billion in client assets through a network of approximately 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 products and both discretionary and non-discretionary account management.

Angelica Vukobratovich is a financial advisor at Belpointe Asset Management LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cetera, Marquette Bank, Fifth Third Bank, and MB Financial Bank. Angelica also operates as an independent insurance agent, selling life, disability, and long-term care insurance. Belpointe serves a diverse client base, including individual investors, retirement plans, and corporations, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs customized portfolio strategies ranging from passive to active and tactical, combining internal management with third-party managers when appropriate.

Mitchell Dudley is a financial advisor with Kinetic Investment Management, Inc., holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Kinetic, he worked in various roles including sales consulting and positions at SWYFT Solutions and Tegus. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities by providing portfolio management, financial planning, and sub-advisory services. The firm employs diverse analytical methods and a primarily long-term trading approach, offering access to a broad range of asset types, including higher-risk investments when appropriate.