Kristen Koonce is a CFP® with 12 years of experience in the financial services industry. She has worked at McAdam LLC since 2014 and previously at Purshe Kaplan Sterling Investments. Koonce is currently affiliated with Madison Avenue Securities. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses fundamental analysis to manage diversified portfolios and offers a range of investment strategies including alternative and specialized products, along with a subscription-based financial planning service.

Shane Swanson is a financial advisor with Mutual of Omaha Investor Services, Inc., holding CFP® and ChFC® designations and over 32 years of industry experience. His prior roles include positions at New York Life Insurance Company and Eagle Strategies. Swanson is also licensed as an insurance agent, focusing on life, annuity, disability, and long-term care insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

James Neaylon is a financial advisor at IP Financial Advisory Services LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at MML Investors Services, Inc. for 25 years and Equitable Advisors for one year. Outside of his advisory work, Neaylon serves as president of the Illinois Manufacturing Foundation, a nonprofit focused on adult education, and holds board positions with several nonprofit organizations related to mental health and education. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, managed account programs, and retirement-plan consulting. The firm emphasizes customized portfolios and a focus on non–high-net-worth individuals, combining traditional investment advisory services with insurance and risk management consulting.

John Braeseke is a financial advisor at Chicago Partners Investment Group LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Charles Schwab & Co., Inc. for 35 years. Outside of finance, he is involved in voiceover and acting work. Chicago Partners Investment Group LLC serves a diverse client base including individuals, trusts, endowments, and corporations, offering portfolio management, financial planning, and retirement services. The firm employs a long-term, diversified investment approach with customized portfolios and sponsors affiliated pooled investment vehicles.

Kenneth Guttentag is a financial advisor with Northern Trust Securities, Inc. in Chicago, IL. He holds Series 63 and Series 66 registrations and has 29 years of industry experience, including 26 years with Northern Trust Securities. Northern Trust Securities, Inc. is a multi-team firm providing discretionary portfolio management through a wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients using model-driven strategies that combine proprietary and third-party investment products with brokerage and custody services.

Rishit Shah is a financial advisor at Simplicity Wealth with a Series 65 credential and one year of industry experience. Prior to his current role, he has held positions at NMS Portfolios, Discover, Kin and Carta, and other firms, including work as a software engineer. Outside of his advisory work, he is a registered health insurance broker assisting individuals during open enrollment. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, as well as other financial firms. The firm offers financial planning, portfolio management, and retirement plan services, utilizing a fund-of-funds strategy with ETFs, mutual funds, and model portfolios that incorporate independent managers and optional overlays like tax optimization.

Luke Pawelkiewicz is a financial advisor at FourStar Wealth Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Investment Services and Corey McQuade. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm combines fundamental and technical analysis to manage diversified portfolios primarily on a discretionary basis, tailoring strategies to clients’ risk tolerance and time horizon.

Saraphina Peters is a financial advisor at Merit Financial Advisors in Chicago, IL, holding a Series 66 designation with two years of industry experience. Her prior experience includes roles at Purshe Kaplan Sterling Investments, Commonwealth Financial Network, and Blueprint Wealth Advisors, as well as several positions at the University of Dayton. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach managed by an internal team, allowing advisors to customize portfolios to client needs.

Michael Drozd is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. His prior roles include positions at Bank of America, Merrill, Citigroup, and JPMorgan Chase Bank. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment approaches, managing a substantial portion of assets on a non-discretionary basis through programs like the LaSalle St. Asset Management Program (LAMP).

Kathleen Hosty is a CFP® professional with 36 years of industry experience, currently serving at IHT Wealth Management LLC since 2019. Her prior experience includes roles at LPL Financial, Independent Financial Partners, and J.P. Morgan Securities among others. She also serves as a non-profit board member for the Chicago Finance Exchange. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors with discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm uses a structured investment process involving proprietary model portfolios, third-party managers, and a combination of fundamental and quantitative strategies.

Edward Malysiak Jr. is a financial advisor at Chicago Capital, LLC with 36 years of industry experience. He held a position at William Blair and Company, L.L.C. for 20 years before joining Chicago Capital in 2024. He serves on the Investment Policy Committee of The Carle Foundation, a nonprofit hospital in Urbana, Illinois, and has been a member of its investment committee since 1990. Chicago Capital provides discretionary investment management, financial planning, and consulting services to individuals, families, foundations, registered investment advisers, and corporations. The firm employs an active management approach combining fundamental and technical research to construct individualized portfolios and manages over $4.8 billion in client assets with a focused team of 11 advisors.

Kyle Dell is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 66 designation and one year of industry experience. His prior work includes roles at LaSalle St. Securities, RHM, Avenue Logistics, Airliner, and American Metalcraft. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary investment programs, with a notable predominance of non-discretionary assets under management.

Kyle Laska is a financial advisor at Northern Trust Securities, Inc. with six years of industry experience. He holds a Series 66 designation and has worked previously at North Shore Sign Company, The Ayco Company, L.P./Mercer Allied, and Clybourne. 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, combining advisory, brokerage, and custody services.

Steven Schmuhl is a financial advisor at McAdam LLC in Chicago, IL, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Madison Avenue Securities and Purshe Kaplan Sterling Investments. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, and retirement plan consulting, managing client accounts on a discretionary basis with a focus on diversified portfolios that incorporate traditional and alternative investments.

David Pazdan is a financial advisor at Northern Trust Securities, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Northern Trust Securities since 2014. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that provides discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients, offering a range of managed account solutions with brokerage and custody services integrated into its platform.

Benjamin Offenhartz is a financial advisor at Savvy in Chicago, IL, holding a Series 65 designation with over six years of industry experience. His prior roles include positions at Nuveen, Northern Trust, The Mather Group, Capital Group, and Pacific Investment Company LLC. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts and estates, ERISA retirement plans, charitable organizations, corporations, and other legal entities. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, option overlays, and ESG-focused models, supported by a parent technology platform and third-party sub-advisers.

Samantha Ngooi is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Apella Wealth. Prior to joining Apella Wealth in 2025, she spent several years at Park Piedmont Advisors LLC. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering a range of investment management, financial planning, and consulting services. The firm employs a model-driven, quantitative investment approach and integrates various third-party technologies to support its offerings.

Bennett Kinkade is a financial advisor at Zacks Investment Management, Inc. He holds Series 63 and Series 65 licenses and began his advisory career in 2025. Prior to joining Zacks, he worked in education at DePaul University and John Adams High School. Zacks Investment Management provides discretionary investment management services to individuals, trusts, estates, retirement plans, pooled investment vehicles, and institutional clients. The firm employs a blend of proprietary quantitative models and qualitative portfolio management across various investment strategies and manages mutual funds, ETFs, and multiple wrap-fee and unified managed account platforms.

Karim Antoni is a financial advisor at Arete Wealth Advisors, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Blackrock Investments, Inc., Merrill Lynch Investment Managers Venezuela, Lazard Asset Management, and Golub Capital, where he currently serves as a director. 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 both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels into its service offerings.

Daniel Stybr is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with LaSalle St. Investment Advisors since 2006 and previously operated Stybr & Associates, a tax preparation and registered investment advisory firm, since 1989. Outside of his advisory work, he is involved with DAKA Aviation, LLC, a Delaware LLC for aircraft and hangar operations. LaSalle St. Investment Advisors provides personalized, 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 notable predominance of non-discretionary assets among large enterprise advisers.