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 based in Chicago, IL, with nine years of industry experience. He is affiliated with Curi Capital, LLC and previously worked at RMB Capital Management LLC. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm employs a fundamentally driven, long-term investment approach and offers both discretionary and non-discretionary services across a variety of investment vehicles.

Brett Ludwig is a CFP® professional at JMG Financial Group Ltd with eight years of industry experience. He has been with JMG Financial Group since 2014 in various roles. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, offering comprehensive wealth management, portfolio management, and financial consulting services. The firm utilizes a planning-based, long-term investment approach with an emphasis on strategic asset allocation and employs a range of investment vehicles, including ETFs, mutual funds, equities, fixed income, and private investments.

Ian Doll is a Certified Financial Planner® with 13 years of industry experience. He is currently with Curi Capital, LLC and has been with RMB Capital Management since 2012. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional investors. The firm’s investment approach uses bottom-up fundamental equity analysis and a relative-value fixed income strategy, implemented through a variety of account structures and strategies.

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 at New Edge Wealth with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Credit Suisse Securities, and AllianceBernstein. He serves as a board member and finance committee member for Hinsdale Community House, where he advises on financial and investment decisions. New Edge Wealth primarily serves ultra-high-net-worth individuals, families, and institutional clients, offering tailored advisory services including wealth strategy, portfolio management, and institutional consulting. The firm emphasizes asset allocation and investor behavior, integrating independent managers, proprietary strategies, and AI-assisted analytics to support adviser judgment.

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 at IHT Wealth Management LLC in Chicago, IL, holding a Series 66 designation with 27 years of industry experience. His prior roles include positions at LPL Financial LLC, Vestwell Advisors LLC, and USI Consulting Group, among others. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors with services such as discretionary asset management, financial planning, and ERISA plan consulting. The firm utilizes a combination of fundamental value screening, quantitative optimization, and periodic rebalancing to tailor portfolios through a network of investment adviser representatives.

Khai Le is a financial advisor with Capital Analysts who holds a Series 66 designation and has 27 years of industry experience. His prior roles include positions at Lincoln Investment, Agia, Valic Financial Advisors, and Ameriprise. Outside of his advisory work, he is a silent partner in two boba tea shops operated by his spouse. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and retirement-plan advice through a nationwide network of independent advisors and its in-house investment team, employing proprietary fund-screening processes and offering both discretionary and non-discretionary investment solutions.

Richard Lloyd III is a financial advisor with Highpoint Planning Partners, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has managed Lloyd Wealth Advisors since 2014 and has been involved with R. Lloyd & Co Ltd, a tax preparation and accounting firm, since 1999. HighPoint Advisor Group serves a range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management and financial planning services, constructing client portfolios through personal consultations and fundamental analysis across various investment vehicles.

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.

Russell Luce is a financial advisor with Chelsea Advisory Services, Inc. and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, with prior roles at Silver Oak Securities, Lifemark Securities Corp., and other firms. Outside of advisory work, he serves as president of Planning Legacies Financial Group, a full insurance firm. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, trusts, and some corporate clients. The firm employs a fundamental, long-term investment approach and generally manages accounts on a discretionary basis with diversified portfolios.

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.

Alona Anspach is a CFP®-certified financial advisor with 39 years of industry experience, currently affiliated with LPL Financial in Northbrook, IL. She has held roles at IHT Wealth Management, Sheridan Road Advisors, and Independent Financial Partners. Anspach serves as a trustee on the board of the Jewish Women’s Foundation. LPL Financial offers advisory and brokerage services to a diverse client base, including individuals, retirement plans, institutions, and charities. The firm supports its advisors with in-house research and a wide range of investment solutions, combining large-scale advisory capabilities with non-advisory product offerings.

William Alexander is a CFP® with eight years of experience at JMG Financial Group Ltd in Downers Grove, IL. He has worked at JMG continuously since 2014 in various roles. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with comprehensive wealth management, portfolio management, and consulting services. The firm uses a planning-based, long-term investment approach focused on strategic asset allocation and offers a range of investment options including ETFs, mutual funds, individual equities, fixed income, and private investments.