Margherita Johnson is a CFP® professional with 24 years of industry experience, currently affiliated with Capital Analysts. She has worked at Lincoln Investment Planning, Inc. for 15 years and has been an independent insurance agent since 2002, operating Your Broker Financial where she sells life insurance and various health-related insurance products. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, and charitable organizations, offering portfolio management, advisor-managed portfolios, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm employs both discretionary and non-discretionary investment management approaches supported by an in-house research team and maintains institutional relationships that enhance its service offerings.

James Beran is a financial advisor at Sequent Planning, LLC with two years of industry experience. He holds the Series 63 and Series 65 licenses and has managed the James W Beran Insurance Agency since 2011. Outside of advisory services, he is involved in managing several rental property businesses. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits by offering asset management, financial planning, and retirement plan services. The firm employs a structured risk framework and a mix of firm-developed models, third-party managers, and customized allocations, delivering services through a network of independent investment adviser representatives.

Daniel Breier is a financial advisor at Forum Financial Management, LP with a Series 65 designation and has been in the industry since 2020. He previously worked at National Seed from 2006 to 2020. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory, primarily using institutional mutual funds and ETFs, and offers a range of portfolio management and advisory services including sub-advisory and back-office support for independent advisors and RIAs.

Joel Foster is a financial advisor at Kingsview Wealth Management, LLC in Chicago, IL, holding a Series 66 designation with 15 years of industry experience. He has worked at Kingsview Partners LLC and Kingsview Wealth Management since 2017 and previously spent six years at Edward Jones. Kingsview Wealth Management is a multi-advisor wealth management firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning, ongoing wealth management, and asset management through a combination of in-house strategies, third-party managers, and alternative investments.

Kevin Spahn is a CFP® and ChFC® with 32 years of experience in the financial services industry. He is currently with OnePoint BFG Wealth Partners and previously spent over 30 years with Northwestern Mutual in various roles. Outside of advisory work, he owns Quintessence Legacy Planning, a business focused on documenting life stories. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a wide range of clients, including individuals, businesses, trusts, and charitable organizations. The firm uses a combination of third-party managers, proprietary models, and technology-driven operational support to implement client-specific investment strategies.

Harrison Sommers is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Root Financial Partners since 2025 and was previously with HighTower Securities, LLC for seven years. He also spent four years at Creighton University earlier in his career. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and retirement-plan clients. The firm emphasizes broadly diversified, passive portfolios tailored to client objectives and risk tolerances, and offers educational programs and online academies for financial education.

Nicholas Guido is a CFP® with 11 years of industry experience, currently serving at Chicago Partners Investment Group LLC since 2013. He also owns an insurance business based in Chicago. Chicago Partners Investment Group LLC advises a diverse client base, including individuals, trusts, nonprofits, and corporations, using a long-term, diversified investment approach with customized portfolios and a range of strategies such as direct indexing and tax-loss harvesting.

Thomas Davy is a CFP® with 56 years of industry experience, currently serving at Private Client Services, LLC since 2010. He holds a Series 63 license and is based in Oakbrook Terrace, IL. Private Client Services is an SEC-registered independent investment adviser that serves individuals, families, trusts, pension plan sponsors, corporations, and charitable organizations. The firm utilizes a discovery-driven process focusing on risk profiling and tailored platform selection, offering a range of advisory services across multiple investment platforms.

Todd Flynn is a financial advisor at McAdam LLC with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments and Madison Avenue Securities. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, investment management, and retirement-plan consulting, employing a multi-advisor platform with approximately $2.29 billion in discretionary assets under management.

Christian Weichsel III is a financial advisor with SpiderRock Advisors, LLC in Chicago, IL. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining SpiderRock Advisors, he worked at BlackRock Investments LLC and Citigroup. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, utilizing systematic and rules-based processes alongside quantitative and fundamental analysis to manage option-based hedges and overlays. The firm serves a diverse client base including asset managers, registered investment advisers, family offices, and pension funds, and is registered with the Commodity Futures Trading Commission as a commodity trading advisor.

August Ericson is an advisor at The Mather Group, LLC in Chicago, IL, holding a Series 65 designation. He joined the firm in 2025 and previously worked at Dell Technologies and Hewlett-Packard Enterprises. Ericson graduated from The University of Alabama in 2025. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach featuring risk-based allocation models, tax-synchronized portfolios, and customization options such as direct indexing and ESG factor portfolios.

Jackson Bruscianelli is an advisor at B. Riley Wealth Advisors, Inc. based in Chicago, IL. He holds the Series 66 designation and has been with B. Riley Wealth Management since 2024. Prior to this, he spent five years at the University of Cincinnati and five years at Montini Catholic School. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm employs a variety of investment programs and manages over $4 billion in client assets across approximately 173 advisors.

Robert Balfour is a financial advisor at New Edge Wealth in Chicago, holding Series 63 and Series 65 credentials with 11 years of industry experience. He previously worked at Wells Fargo Clearing for nine years before joining New Edge Wealth and NewEdge Securities LLC in 2025. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, family offices, foundations, trusts, and other institutional clients. The firm offers wealth strategy, financial planning, portfolio management, and institutional consulting, utilizing a combination of independent managers, model strategies, and technology tools including AI-assisted analytics.

Noah Rife is a financial advisor at Zacks Investment Management, Inc. with 12 years at the firm and a total of 7 years of industry experience. He holds the Series 65 designation and is based in Chicago, IL. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, pooled investment vehicles, and institutional clients, serving as portfolio manager to mutual funds and ETFs. The firm combines proprietary quantitative models with qualitative portfolio management across a range of strategies and offers retail wealth management, alternative investment strategies, and model portfolios through various platforms.

Matthew Van Dusen is a Series 65 licensed financial advisor with two years of industry experience. He is currently with Chicago Partners Investment Group LLC and has prior experience at Renaissance, Union Pacific, and Vineyard Vines. He also worked at Creighton University and Regis Jesuit High School during earlier years. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, not-for-profits, corporations, and other entities, offering financial planning, portfolio management, and consulting services. The firm employs a long-term, diversified, asset-allocation approach integrating fundamental and quantitative analysis across various investment vehicles.

Mark Johnson is a financial advisor at VestGen Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Optimum Investment Advisors, LLC, SPC, Morgan Stanley, and FA Asset Management Inc. VestGen Advisors manages approximately $6.66 billion for about 22,790 clients through 53 advisors, offering discretionary and non-discretionary investment management, financial planning, ERISA 3(21) retirement plan services, and a wrap-fee program. The firm employs a mix of fundamental, technical, and quantitative analysis as well as modern portfolio theory, serving a diverse client base that includes institutional investors alongside individuals and small businesses.

William Fates is a financial advisor with Forum Financial Management, LP, holding Series 65 and Series 66 licenses and bringing 16 years of industry experience. He is also a Certified Public Accountant and serves as a director at Fates, Bodily & Parker PLLC, providing accounting, tax, and financial planning services. His prior work includes over 30 years at Mcbeath Fates & Ivers PC. Forum Financial Management, LP offers fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients, and acts as a sub-advisor and turn-key asset management platform for other RIAs. The firm manages portfolios primarily using DFA institutional mutual funds and ETFs within a Modern Portfolio Theory framework and supports its platform through a technology affiliate.

Kailan Patel is a financial advisor at The Mather Group, LLC, holding a Series 65 designation. Patel has one year of industry experience with previous roles at World Financial Group and Newline Financial, as well as a brief experience in the food service industry at So'Bella Cucina. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, and corporations by offering integrated 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 utilizes AI and machine-learning tools alongside human oversight in its processes.

Daniel Jacobs is a financial advisor at The Mather Group, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Morgan Stanley and several other firms. His background also includes various roles at the University of Michigan. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing comprehensive financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and offers customization options such as direct indexing and ESG portfolios.

Darren Anderson is a CFP® with 27 years of industry experience, currently with Northern Trust Securities, Inc. in Chicago, where he has worked since 2002. He holds a Series 63 license. Northern Trust Securities, Inc. is a multi-team firm serving high-net-worth individuals, retail investors, and institutional clients with discretionary portfolio management through a wrap fee program. The firm employs a model-driven approach to portfolio management, utilizing a range of proprietary and third-party investment products and offering brokerage and custody services through an affiliated clearing firm.