James Fox is a financial advisor at Financial & Tax Architects, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, E*TRADE, and Citibank. Outside of advising, Fox owns a watch trading business and has worked as a driver and dog walker in the Naperville, Illinois area. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm uses proprietary “Private Wealth Strategies” involving ETFs, individual securities, and trend-aware rebalancing, with a notable sub-advisory business serving other registered investment adviser firms.

Brennan Hollenbeck is a CFP® with 17 years of industry experience, currently serving at IHT Wealth Management LLC since 2019. His prior roles include positions at LPL Financial and Independent Financial Partners, among others. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors by providing discretionary asset management, financial planning, and outsourced CIO services. The firm’s investment approach combines fundamental value screening, quantitative optimization, and periodic rebalancing, utilizing proprietary model portfolios, third-party managers, and discretionary OCIO mandates.

Shelton Lester is a financial advisor with Ally Invest Advisors in Chicago, IL, holding Series 63 and Series 66 designations and 11 years of industry experience. He has worked at Ally Invest Advisors since 2021 and previously held roles at Charles Schwab, TD Ameritrade, and FIDELITY Brokerage Services LLC. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interaction. The firm offers ETF-based robo portfolios and Financial Advisor–delivered Personal Advice services, utilizing model portfolios based on Modern Portfolio Theory with multiple risk tiers.

Janine Polley is a financial advisor with Madison Avenue Securities, LLC, holding a Series 65 credential and one year of industry experience. She has concurrent roles at Wayne Messmer & Associates and Shaperz Inc., where she is involved in esthetics and laser removal services. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering pension consulting, college-savings assistance, and services for charitable institutions. The firm manages approximately $2.0 billion for around 14,000 clients and employs multiple portfolio management approaches including discretionary and non-discretionary strategies.

Ann Guntli is a CFA® charterholder with nine years of industry experience. She is currently with Curi Capital, LLC in Chicago, IL, having worked at RMB Capital Management, LLC since 2007. Curi Capital serves individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles through a variety of wealth management and asset management services. The firm employs a long-term, fundamental investment approach and combines in-house strategies with external managers while managing approximately $9.83 billion in assets.

Alexander Fedynsky is a financial advisor with Aaron Wealth Advisors in Chicago, holding a Series 66 designation and 20 years of industry experience. Prior to joining Aaron Wealth Advisors in 2022, he worked at Goldman Sachs & Co. LLC and Goldman Sachs AYCO Personal Financial Management for over 17 years combined. He serves as a board member of the Ukrainian Museum-Archive Inc., a cultural museum. Aaron Wealth Advisors serves high-net-worth and institutional clients, including business owners and multi-generational families, providing discretionary and non-discretionary portfolio management along with standalone financial consulting. The firm leverages outsourced platform relationships and offers option overlay strategies while maintaining close client advisory relationships.

Alan Nerad is a financial advisor with IHT Wealth Management LLC based in Chicago, IL, holding a Series 66 credential and 23 years of industry experience. His prior roles include positions at LPL Financial LLC, Alera Investment Advisors, LLC, Triad Advisors, Inc., GCG Financial, Inc., and Securian Financial Services, Inc. He has been involved in fixed insurance and financial planning services through various affiliated entities. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors by providing discretionary asset management, financial planning, ERISA consulting, and outsourced CIO services. The firm utilizes a combination of proprietary model portfolios, third-party managers, and discretionary mandates, employing value-based screening, quantitative optimization, and periodic rebalancing in its investment approach.

Tomasz Gogola is a CFA® charterholder with 10 years of industry experience. He currently serves as a financial advisor at Aaron Wealth Advisors and has previously worked at Mainstreet Investment Advisors, Equitable Advisors, Wells, Roselieb & Raia Management, Axa Advisors, and LBMZ Securities. Aaron Wealth Advisors serves high-net-worth individuals, business owners, and institutional clients, offering discretionary and non-discretionary portfolio management along with standalone financial consulting. The firm employs an outsourced platform to access third-party managers and provides option overlay strategies, while also maintaining an affiliated insurance advisory entity that collaborates with insurance brokers and agents.

John Boryk is a Certified Financial Planner® with 23 years of industry experience. He is currently with IHT Wealth Management LLC in Chicago, IL, and has prior experience at JP Morgan Chase Bank, JP Morgan Securities, PNC Wealth Management, and William Blair & Company. IHT Wealth Management serves individuals, including high-net-worth clients, as well as corporate and institutional entities and retirement plan sponsors. The firm offers discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers, employing an investment process that combines fundamental value screening, quantitative optimization, and periodic rebalancing.

Robert Falato is a CFP® with 35 years of industry experience, currently serving as an advisor at Northern Trust Securities, Inc. since 1990. He is based in Chicago, IL. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer that offers discretionary portfolio management through a wrap fee program to high-net-worth individuals, retail investors, and institutional clients. The firm employs a model-driven approach to managing portfolios, combining proprietary and third-party investment products with brokerage and custody services.

Jay Warren is a financial advisor with IHT Wealth Management LLC in Northbrook, IL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Independent Financial Partners, LPL Financial, and Sheridan Road Financial. He serves as a nonprofit board member in addition to his advisory work. IHT Wealth Management serves individuals, pension plans, charitable organizations, trusts, and corporate clients, offering discretionary asset management, financial planning, and ERISA consulting. The firm employs a blend of fundamental and quantitative investment strategies through diversified model portfolios and provides advisor-enhanced algorithmic options, supported by operational features such as an affiliated broker-dealer and integrated fiduciary services.

Adam Tudor is a CFP® with seven years of industry experience, currently serving as a financial advisor at LaSalle St. Investment Advisors, L.L.C. since 2020. Prior to that, he worked at Indiana Wesleyan University for four years. Outside of his advisory role, he is an at-large member of the Norwell Band Booster and acts as co-trustee of his mother’s trust account. LaSalle St. Investment Advisors provides 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 offers both non-discretionary and discretionary investment approaches, including its LaSalle St. Asset Management Program (LAMP), and manages a diverse asset mix with a predominance of non-discretionary assets.

Jason Provost is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Kinetic Investment Management, Inc. since 2021. He previously worked at Brokers International Financial Services for 12 years and has operated Provost Financial Services, an insurance services company, since 2008, where he also holds a licensed insurance agent designation. Kinetic Investment Management is a registered investment adviser managing approximately $348 million in assets for individuals, pension plans, and business entities. The firm employs a multi-method investment approach with a primary long-term trading orientation and offers portfolio management, financial planning, and sub-advisory services through a 20-advisor team.

Kevin Nix is a financial advisor at Stratos Wealth Advisors LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Stratos Wealth Partners, LPL Financial, and MSI Financial Services. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives across multiple teams. The firm offers financial planning, portfolio management, third-party manager programs, and other advisory services tailored to client goals.

Kathleen Carrico is a financial advisor with LaSalle St. Investment Advisors, L.L.C. She holds Series 63 and Series 66 licenses and has 33 years of industry experience. Prior to her current role, she has worked at La Salle St. Securities, Inc. since 1992 and serves as Vice President and Trust Officer at Carrollton Bank. She is also a personal use consultant for Mary Kay Inc. LaSalle St. Investment Advisors provides 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 offers both non-discretionary and discretionary investment approaches and manages a substantial portion of its assets on a non-discretionary basis, distinguishing it within the industry.

Ellis Shanley is a CFP® with eight years of experience in the financial services industry. He is currently with Plante Moran Financial Advisors, where he has worked since 2021. His prior roles include positions at Mainstreet Investment Advisors LLC, Bank of America, Merrill, UBS, and Merrill Lynch. Outside of finance, he has had a brief involvement with Whiskey Jacks Bar and Saloon. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual households, institutional clients, and sovereign wealth funds. The firm employs a combined fundamental, technical, and cyclical investment approach and offers both discretionary and non-discretionary portfolio management.

Julian Van Ostrand is a financial advisor with Northern Trust Securities, Inc. in Skokie, IL, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Northern Trust Securities since 2008. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer that provides discretionary portfolio management through a model-driven wrap fee program serving high-net-worth individuals, retail investors, and institutional clients. The firm offers a variety of managed account solutions and combines advisory, brokerage, and custody services, including access to both proprietary and third-party investment products.

Benjamin Storm is a Series 66-licensed financial advisor with three years of industry experience. He is currently with IHT Wealth Management LLC and previously worked at LPL Financial and First Watch. Outside of his advisory role, he is involved with Prairie Sky Financial Group, an entity related to his LPL business activities. 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 approximately 153 advisors.

Nicholas Muscolino is a Series 66-licensed financial advisor with one year of industry experience. He currently works at Chicago Partners Investment Group LLC and previously held roles at Ameriprise Financial Services LLC and Northwestern Mutual. Muscolino’s background includes academic experience at the University of Kentucky. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, endowments, corporations, and other entities, offering financial planning, portfolio management, and family office consulting. The firm employs a long-term, diversified, asset-allocation focused investment strategy combining fundamental analysis and quantitative optimization.

Grace Kostreva is a financial advisor at Brownson, Rehmus & Foxworth, Inc. She holds a Series 65 designation and has been with the firm since 2023. Prior to joining Brownson, Rehmus & Foxworth, she held positions at The Boathouse and the University of Wisconsin - Madison. Brownson, Rehmus & Foxworth is a fee-only, federally registered investment adviser serving individuals, families, trusts, estates, private foundations, endowments, qualified retirement plans, and senior corporate executives. The firm provides personalized financial counseling and non-discretionary investment advisory services with a focus on long-term, diversified asset allocation and tailored investment programs based on detailed client assessments.