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.

Ann Gunst is a CFP® with 17 years of industry experience, currently with Trustmont Advisory Group, Inc. She has previously worked at firms including Halo Securities LLC and Sentinus, LLC. Outside of her advisory role, she is a partner in an accounting and bookkeeping business. Trustmont Advisory Group serves a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a long-term investment approach, utilizing broad public research sources and discretionary management to tailor solutions that may include third-party managers and technical analysis.

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.

James Tilley is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and six years of industry experience. He has worked at multiple firms, including AE Wealth Management and CreativeOne Wealth, and currently serves as managing partner at Liberty Hill Financial Planners. Foundations Investment Advisors, LLC provides financial planning and ongoing portfolio management to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employs model portfolios with asymmetric rebalancing, and offers access to third-party sub-advisers and custodians.

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.

Levi Palomo is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 65 credentials and has six years of industry experience. His prior roles include positions at Osaic Advisory Services, Arbor Point Advisors, Securities America, and TD Ameritrade. He is also a financial planner at Pillar Financial Advisors, LLC. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, utilizing a range of asset types and third-party managers.

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.

Brian Erickson 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 at IHT Wealth Management and LPL Financial since 2018 and briefly at PGA Tour Superstore in 2020. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors with services including discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm’s investment approach integrates fundamental value screening, quantitative optimization, and tax-efficient strategies, managing approximately $9.8 billion in assets through a network of about 159 advisors.

Michael Sullivan is a financial advisor with IHT Wealth Management LLC in Chicago, IL, holding a Series 66 designation and 27 years of industry experience. His prior roles include positions at LPL Financial LLC, Vestwell Advisors LLC, Raymond James Financial Services, and USI Advisors, among others. He also provides investment advisory services through IHT Wealth Management, an independent registered investment advisor. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, offering discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers. The firm uses a combination of fundamental value screening, quantitative optimization, and periodic rebalancing in its investment process.

Andrew Pagoulatos is a financial advisor at LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Prior to joining LaSalle St., he worked at Stifel Nicolaus & Co Inc and Morgan Stanley in various capacities over a combined 17 years. He is also involved with LaSalle St. Insurance Services, focusing on fixed insurance. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs and manages a predominantly non-discretionary asset base using a mix of mutual funds, ETFs, equities, fixed income, and options.

Scott Ueckert is a financial advisor at The Mather Group, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Private Advisor Group, LLC and LPL Financial. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering comprehensive financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and integrates AI and machine-learning tools alongside human oversight in its processes.

Catherine Fortuna is a financial advisor at The Mather Group, LLC with 14 years of industry experience. She holds a Series 66 designation and previously worked at Bessemer Trust for nine years. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing comprehensive financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and offers customization options including ESG portfolios and concentrated stock management.

Matthew Fischer is a CFA® charterholder with 11 years of industry experience. He has been with Chicago Partners Investment Group LLC since 2011. Chicago Partners Investment Group LLC 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 services ranging from discretionary portfolio management to family-office reporting.

Jake Burke is a Series 66-credentialed financial advisor with six years of industry experience. He has worked at LPL Financial and Edward Jones prior to joining IHT Wealth Management LLC. He is based in Chicago, IL. IHT Wealth Management serves individual, corporate, and institutional clients, offering discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO services, and access to third-party managers. The firm tailors portfolios using proprietary models and employs a disciplined investment process that includes fundamental screening, quantitative optimization, and periodic rebalancing.