Ryan Mccain is a CFP® professional with 25 years of industry experience, currently serving at IHT Wealth Management LLC since 2017. He has also been associated with LPL Financial since 2007. Outside of his advisory roles, he manages a tax preparation and accounting business. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools to manage diversified portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of over 150 investment advisor representatives.

Thomas Schlipmann is a financial advisor at Curi Capital, LLC with 18 years of industry experience. He holds the Series 65 designation and has worked at RMB Capital Management, LLC since 2010. Based in Chicago, IL, Schlipmann’s career includes a long tenure at a notable investment management firm. Curi Capital serves individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm manages approximately $9.83 billion and employs a long-term, fundamental, bottom-up approach for equity strategies alongside a fundamental relative-value orientation for fixed income, combining in-house strategies with external managers and proprietary risk analysis tools.

Leah Hoagland is a financial advisor at Curi Capital, LLC in Chicago, IL, with 8 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Foreside Fund Services, LLC since 2018 while being with Curi Capital since 2014. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets for individuals, employer retirement plans, institutions, mutual funds, private funds, and family offices. The firm employs a long-term, fundamental investment approach with a bottom-up equity process and a relative-value focus in fixed income, combining proprietary strategies, third-party managers, and private funds.

Mitchell Ehmka is a financial advisor at Kingsview Wealth Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has been associated with Kingsview Asset Management since 2012 and IB Group DAB Kingsview Financial since 2011. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led planning combined with model-based and separately managed strategies.

Timothy Peterson is a Series 65-licensed advisor at Virtue Capital Management, LLC with 13 years of industry experience. He has worked with several firms, including Horter Investment Management and TWP Financial, where he is also an owner involved in the insurance business, assisting clients with health, life, disability, and long-term care insurance. Virtue Capital Management, LLC is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, corporations, and qualified plans. The firm employs a combination of tactical, strategic, and model-based investment strategies, offering discretionary and non-discretionary portfolio management alongside financial planning and 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.

David Smith is a CFP® with 10 years of industry experience, currently serving as a financial advisor at IHT Wealth Management LLC since 2022. His prior experience includes roles at JPMorgan Chase Bank NA and JPMORGAN Securities LLC from 2012 to 2019, as well as a period of self-employment from 2019 to 2022. IHT Wealth Management serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools to manage diversified portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

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.

Jacob Conger is a financial advisor at Zacks Investment Management, Inc. He holds the Series 66 designation and has two years of industry experience. His prior roles include positions at LBMZ Securities, Zacks Investment Research, and M1 Finance. Zacks Investment Management provides discretionary investment management services to individuals, trusts, retirement plans, institutional clients, and manages mutual funds and ETFs. The firm uses proprietary quantitative models combined with qualitative portfolio management across a variety of strategies and offers its services through multiple platforms including wrap-fee and unified managed account programs.

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.

Daxton Debrow is a financial advisor at The Mather Group, LLC in Chicago, IL, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Casa Pernoi and Michigan State University. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and integrates AI tools alongside human oversight in its processes.

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.

Tammy Roman is a financial advisor at Fourstar Wealth Advisors, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Byline Bank for seven years. Fourstar Wealth Advisors provides investment management, comprehensive financial planning, and retirement plan consulting to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and broader wealth management services, utilizing both fundamental and technical analysis tailored to clients’ risk tolerances and objectives.

Scott Frazin is a CFA® charterholder with nine years of industry experience and is currently an advisor at Chicago Capital, LLC. His prior experience includes roles at Gofen and Glossberg, L.L.C., Corient Services LLC, and CIPW Service Company, LLC. Frazin serves on the executive committee of Anshe Emet Synagogue and is involved as Gala Chair on the executive committee of the Judd Goldman Adaptive Sailing Foundation. Chicago Capital provides discretionary investment management and financial planning services to individuals, families, foundations, and institutions. The firm combines fundamental and technical research to build customized portfolios while managing over $4.8 billion in client assets with a focused advisory team.

Eric Hoffman is a financial advisor at IHT Wealth Management LLC in Chicago, IL, holding a Series 66 designation with eight years of industry experience. He has worked with firms including Morgan Stanley Private Bank, N.A., Morgan Stanley, BMO Harris, CiTIGROUP, and Bank of America. IHT Wealth Management serves individuals, corporate and institutional entities, and retirement plan sponsors, offering discretionary asset management, financial planning, and ERISA plan consulting among other services. The firm uses a combination of proprietary model portfolios, third-party managers, and discretionary OCIO mandates, employing strategies such as fundamental value screening, quantitative optimization, and periodic rebalancing.

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.