George McCabe is a financial advisor at AdvisorNet Wealth Partners with eight years of industry experience. He holds a Series 66 credential and has worked at firms including Cetera Wealth Services and McCabe & Associates, where he is currently the owner. In addition to his advisory role, McCabe is an author of a finance-related book titled "Building Your Wealth Bridge" published through Amazon. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan and participant consulting, serving individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, ETFs, and various third-party managers, offering both discretionary and non-discretionary services.

Ellis Greenstein is a CFP® professional at JMG Financial Group Ltd with one year of industry experience. Prior to joining JMG Financial Group, he spent four years at the University of Wisconsin and three years at Riviera Preparatory High School. JMG Financial Group provides wealth management, portfolio management, and financial consulting services to individuals, trusts, retirement plans, business entities, and charitable organizations. The firm follows a planning-based, long-term investment approach emphasizing strategic asset allocation and utilizes a range of investment vehicles including ETFs, mutual funds, equities, fixed income, and private investments.

Eddie Albazi is a financial advisor at Capital Analysts with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Valic Financial Advisors and Ameriprise. Albazi is also active as an insurance agent, specializing in life and long-term care insurance and fixed annuities. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of advisors and an in-house investment management team.

Johnathan Kulikowski is a CFP® professional with 12 years of industry experience. He is currently with HighPoint Planning Partners, having previously worked at VANTAGE FINANCIAL PARTNERS Limited for 11 years. HighPoint Advisor Group serves a diverse client base including high-net-worth 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 offers access to various third-party and proprietary investment platforms.

Michael Wing is a financial advisor at B. Riley Wealth Advisors, Inc. in Chicago, IL, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with B. Riley-affiliated firms since 2012. Outside of advising, he is a licensed insurance agent involved with B. Riley Wealth Insurance. B. Riley Wealth Advisors offers investment advice and portfolio management to individual clients, pension plans, trusts, charitable organizations, and corporate clients. The firm employs a range of investment programs and manages approximately $4.21 billion in client assets through a team of about 173 advisors.

Jayson Gorski is a financial advisor at HighPoint Planning Partners with five years of industry experience. He holds the Series 66 designation and has prior experience at LPL Financial and CBRE, as well as a role at DePaul University. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning and consulting, retirement plan advisory, and acts as sponsor and manager of a wrap-fee program, utilizing fundamental analysis and a range of investment vehicles to implement client portfolios.

Jack Reynolds is a CFP® at JMG Financial Group Ltd with four years of experience in the financial industry. Prior to joining JMG Financial Group, he worked at the University of Arizona and West Chicago Community High School. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, providing comprehensive wealth and portfolio management alongside tax consulting and private investment fund advice. The firm employs a planning-based, long-term investment approach with strategic asset allocation and utilizes a variety of investment vehicles, including ETFs, mutual funds, individual equities, and alternatives.

Larry Johnson is a CFP® with 43 years of industry experience, currently serving at Ausdal Financial Partners, Inc. since 2015. He previously worked at Sterling Financial Advisory Services, Inc. from 2012 to 2020. Outside of financial advising, Johnson owns several fitness clubs under the Anytime Fitness brand and is involved in a handcrafted vodka business. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets. The firm offers a range of advisory programs and brokerage services to individuals, trusts, corporations, pension plans, and charitable organizations, with investment strategies delivered through discretionary and non-discretionary accounts across various asset classes.

Patrick Kaiser is a ChFC® credentialed financial advisor with 23 years of industry experience, currently with Tucker Asset Management LLC since 2025. His prior roles include positions at IAMS Wealth Management, Royal Fund Management, and VIRTUE CAPITAL MANAGEMENT. He also works as an independent insurance agent, offering annuities, life and health insurance products, and physical precious metals. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations. The firm provides discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory services using a top-down, macroeconomic asset-allocation process and a range of investment strategies, including alternative investments.

Anna Claire Martins is a financial advisor at SpiderRock Advisors, LLC with three years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for four years before joining BlackRock Investments in 2026. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, utilizing systematic, technical, and quantitative approaches with proprietary software to manage option-based hedges and yield-enhancing overlays. The firm serves a diverse client base including asset managers, family offices, pension funds, and private funds.

Jerome Kahn is a financial advisor with Highpoint Planning Partners, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He previously worked at LPL Financial and operated his own firm, J Kahn & Associates LLC. Outside of advising, he has written life and long-term care insurance and fixed annuities when appropriate. Highpoint Planning Partners serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm uses personal consultations to create investment policies and implements portfolios through fundamental analysis across a range of securities, employing both proprietary and third-party platforms to deliver advisory services.

Richard Burridge is a CFA® charterholder with 26 years of industry experience. He is currently with Curi Capital, LLC and previously worked at RMB Capital Management, LLC for 21 years and UBS Financial Services for 5 years. Curi Capital provides wealth management, investment management, retirement plan consulting, family office services, and a subscription service for early-career medical professionals. The firm serves individuals, high-net-worth clients, and institutional clients, employing a long-term, fundamentally driven investment approach across various portfolios and fund structures.

Lazarus Goosby is a financial advisor at Northern Trust Securities, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Northern Trust Securities in 2022, he worked at Nuveen Asset Management and Nuveen Securities from 2020 to 2022, Robert W. Baird from 2019 to 2020, and Loop Capital Markets from 2010 to 2019. Outside of his advisory role, he is involved in several business activities, including electrical services, website development, and transportation. Northern Trust Securities, Inc. provides investment advisory and model-based managed account services to high-net-worth individuals and institutional clients. The firm uses a model-driven approach combining proprietary and third-party investment products, supported by platform technology and governance reviews.

Xavier Patino is a financial advisor at NFSG Corporation with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Newbridge Securities Corp, J.P. Morgan Securities, and JP Morgan Chase Bank NA. Outside of his advisory role, Patino manages a transportation logistics company providing freight solutions. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm offers discretionary and non-discretionary asset management, third-party manager selection, and financial planning, tailoring portfolios to client objectives using a combination of fundamental, technical, and cyclical analysis.

Maximus Hull is a financial advisor with CreativeOne Securities, LLC, holding a Series 65 designation. He has been in the industry for less than one year and previously worked in the food service sector at Widens Hot Dogs and Willies Field House. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party managers, combining project-based planning with ongoing asset management through its proprietary advisory platform.

David Cimmarusti is a financial advisor at HighPoint Planning Partners with six years of industry experience. He holds a Series 66 designation and has worked with HighPoint Advisor Group, LPL Financial, and Leaders Partners, Inc. His work includes activities related to investment advisory businesses connected to LPL Financial. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management and financial planning services, employing fundamental analysis and diversified portfolio construction across various asset classes, and utilizes multiple platform solutions to deliver advisory services.

Peter Steger is a financial advisor with Kingswood Wealth Advisors, LLC and holds the ChFC® designation along with a Series 63 license. He has 43 years of industry experience, including prior roles at Cambridge Investment Research Advisors. Outside of his advisory work, he serves as president of The Efficient Edge, a company that develops actuarial-based strategies to optimize returns on life insurance, and he is involved in several nonprofit and trustee roles, including serving as board president of the Kappa Kappa Sigma House Corporation. Kingswood Wealth Advisors serves a diverse client base that includes individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm offers customized portfolio management, financial planning, and ERISA plan advisory services, utilizing an open-architecture platform and integration with affiliated financial entities, including insurance-related account management.

Todd Lestina is a financial advisor with Latitude Advisors, LLC, holding a Series 66 designation and over 20 years of industry experience. He has been with Latitude Advisors and GWN Securities, Inc. since 2009, and owns Lestina & Associates, LLC, a tax preparation and accounting firm. He is also an independent insurance agent specializing in fixed and health insurance products. Latitude Advisors serves individuals, high-net-worth clients, and various institutional and corporate entities, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of valuation-driven and momentum-based multi-asset model strategies, managing most accounts on a discretionary basis with continuous monitoring and rebalancing.

Robert Perez is a CFP® professional with 28 years of industry experience, currently affiliated with Highpoint Planning Partners. He has previously worked at Ameriprise Advisor Services, Inc., and has been associated with LPL Financial and HighPoint Advisor Group, LLC (doing business as On Path Financial) for multiple years. His outside activities include offering health insurance as a non-variable insurance product. HighPoint Advisor Group serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, comprehensive financial planning, and retirement plan advisory, utilizing a range of investment vehicles and third-party platforms to implement personalized client strategies.

Shae Hess is a CFP® professional with six years of industry experience, currently serving as a financial advisor at The Mather Group, LLC. Prior to joining The Mather Group, Hess held roles at firms including Sebold Capital Management, Northwestern Mutual, and Wells Fargo Advisors. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm uses an evidence-based investment approach with customizable portfolio strategies and incorporates AI and machine-learning tools under human oversight.