Shireen Daniels is a CFP® professional with 14 years of experience in the financial industry. She is currently with IHT Wealth Management LLC, where she has worked since 2018, and previously was associated with The Lighthouse Institute Inc. and LPL Financial. Outside of advisory services, she owns Lighthouse College Planning, a college planning specialist business. IHT Wealth Management serves a diverse client base including individuals, pension plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach combining fundamental stock selection with quantitative tools and diversified model portfolios, and offers discretionary asset management, financial planning, and comprehensive ERISA fiduciary services through a network of over 150 advisors.

Jonathan Gussick is a CFP®, CFA®, and holds a Series 63 license with 15 years of industry experience. He currently works at The Mather Group, LLC and has been with the firm since 2019. Prior to joining The Mather Group, he worked at TIAA and TIAA-CREF for six years. 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 customizable portfolio options and integrates AI and machine-learning tools alongside human oversight.

Blake Wohlwend is a financial advisor at Ritholtz Wealth Management in Chicago, holding a Series 65 credential. He has been in the industry since 2023, with prior experience at Ameriprise and Northwestern Mutual. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment approach focused on asset allocation and behavioral finance, utilizing diversified, low-cost ETFs alongside tactical strategies and alternative investments.

Jonathan Jamieson is a financial advisor at JMG Financial Group Ltd with one year of industry experience. He holds the Series 65 designation and previously worked at Spotlight Asset Management and RJ O'Brien & Associates. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, providing comprehensive wealth management, portfolio management, and consulting services. The firm employs a planning-based, long-term investment approach with strategic asset allocation and offers multiple operational features, including held-away account management and tax-aware strategies.

Peter Goldman is a financial advisor at Chicago Capital, LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Chicago Capital in 2024, he worked at Westwood Management Corporation from 2014 to 2023. Chicago Capital provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, families, foundations, registered investment advisers, and corporations. The firm combines fundamental and technical research to build individualized portfolios across various asset classes, managing over $4.8 billion in client assets with a team of 11 advisors.

Dennis Breier is a financial advisor with Foundations Investment Advisors LLC, holding Series 65 and Series 66 licenses and 12 years of industry experience. He has worked at several firms including Guardian Estate Solutions, where he serves as president, and has been involved in insurance and estate planning services. Outside of advisory work, he manages funeral pre-planning and pre-paid contracts for a family-owned funeral home. Foundations Investment Advisors LLC provides financial planning and portfolio management services to a diverse range of clients, including individuals, high-net-worth investors, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis, model portfolios, and third-party sub-advisers to tailor investment strategies.

Ishaan Thakar is a financial advisor at Zacks Investment Management, Inc. with a Series 65 designation and one year of industry experience. His prior work history includes roles at Medline Industries, Butler University, Rockford University, Humpley High School, and Heineman Middle School. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, pooled investment vehicles, and institutional clients, serving also as portfolio manager to mutual funds and ETFs. The firm combines proprietary quantitative models with qualitative portfolio management across a broad range of strategies and offers retail wealth management, alternative investments, and model portfolios through various managed account programs.

Taylor Champion is a CFP® and CFA® at Chesley, Taft & Associates, LLC with over 14 years of industry experience. Prior to joining Chesley, Taft & Associates in 2023, Taylor worked at Byline Bank for four years and U.S. Trust, Bank of America Private Wealth Management for ten years. Chesley, Taft & Associates primarily serves high net worth individuals and related entities, including trusts, IRAs, and family foundations, managing approximately $3.0 billion in client assets. The firm employs fundamental equity analysis and tailored asset allocation across multiple strategies, serving a diverse client base that includes pension plans, charitable organizations, and corporate entities.

Susan Williams is a financial advisor at Forum Financial Management, LP with 16 years of industry experience. She holds a Series 65 designation and has worked at Forum Financial Management since 2010, with prior experience at Faermark & Williams, LLC. Williams also serves as an officer for Forum Administrative Services, Inc., an administrative services company. Forum Financial Management 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 and offers a range of services including portfolio management, financial planning, and sub-advisory solutions primarily through a wholesale, multi-team platform.

Patrick Daniels is a financial advisor at Chicago Partners Investment Group LLC with one year of industry experience. He holds a Series 65 designation. Prior to his current role, his background includes positions at Sunset Ridge Country Club, Kirco Manix, Indiana University, University of St. Thomas, Winnetka Golf Club, and Loyola Academy. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, nonprofits, endowments, and various business entities, offering financial planning, portfolio management, and family office consulting. The firm employs a long-term, diversified, asset-allocation approach that integrates fundamental and quantitative analysis across multiple investment strategies.

Arben Cuca is a financial advisor at Corecap Advisors with five years of industry experience. He holds a Series 65 credential and has worked previously at firms including Fefa Advisors LLC, AE Wealth Management, and AON Benfield. In addition to his advisory role, he is involved in insurance sales through Apex Wealth Management. Corecap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm emphasizes a relationship-oriented, individualized approach with a long-term investment horizon and employs a range of investment vehicles including mutual funds, ETFs, equities, and fixed income.

Jeffrey Kocis is a financial advisor with LPL Financial in Chicago, IL, holding a Series 66 designation and 24 years of industry experience. He has been affiliated with IHT Wealth Management LLC and LPL Financial since 2015. Outside of his advisory work, he serves as Chaplain and Executive Committee Board Member for the American Legion Riders Marne Post 13. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team, combining large-scale advisory operations with additional financial products and services.

Kristen Roder is a CFP® professional with 18 years of experience in the financial services industry. She is currently with Curi Capital, LLC and has previously worked at RMB Capital Management, Fidelity, Jefferies LLC, Deutsche Bank Securities Inc., and Guggenheim Investments. Curi Capital provides wealth management, investment management, retirement plan consulting, family office services, and a subscription offering for early-career medical professionals. The firm serves individuals, high-net-worth clients, and institutional clients, using a long-term, fundamentally driven investment approach across diverse strategies and account types.

Deborah Hinten is a CFP® professional with 39 years of experience in the financial industry, currently affiliated with Capital Analysts. She has worked at Lincoln Investment Planning, Inc. since 2011 and has been involved with Consolidated Financial Resources, Inc. since 1982. Outside of her advisory role, she manages direct marketing activities for a skin wellness line and handles administrative responsibilities in specialized flooring and construction businesses. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and retirement-plan advice through a network of independent advisors, utilizing both discretionary and non-discretionary investment approaches supported by an in-house Investment Management & Research team.

Marcus Velasco is a financial advisor at JMG Financial Group Ltd in Downers Grove, IL, with 18 years of industry experience. He holds the CFP® and CFA® designations along with Series 63 and 66 licenses. His prior work includes roles at Allstate, Nuveen Investments, and operating his own businesses, including Emvee Coaching, LLC. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with comprehensive wealth management, portfolio management, and financial consulting services. The firm employs a planning-based, long-term investment approach using strategic asset allocation and offers in-house tax consulting and private investment fund advice.

Thomas Herr is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Ausdal Financial Partners since 2009 and also maintains long-term roles with Cunningham Group and Serpe Insurance. Outside of his advisory work, he supervises insurance sales activities at Serpe Insurance. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to a diverse client base including individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment vehicles and custodial partnerships.

Erik Gutierrez is a Series 65-licensed financial advisor with VestGen Advisors, LLC, based in Chicago, IL, and has four years of industry experience. Before joining VestGen Advisors in 2024, he worked at Lake Street Financial from 2022 to 2024 and spent a decade at NTN Bearing Corporation. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-led relationship management with centralized portfolio construction and employs third-party managers and proprietary funds as part of its offerings.

Kenneth Hartman Jr. is a Series 65 registered advisor with Advisory Services Network in Chicago, IL. He joined the firm in 2026 and has prior experience in education and golf administration. He has been involved with Troon Golf Administration, L.L.C. since 2022. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent investment adviser representatives. The firm offers a range of services including discretionary and non-discretionary portfolio management and financial planning, with strategies tailored to clients’ objectives and risk tolerances.

Yesenia Delgado is a financial advisor at Belpointe Asset Management LLC with nine years of industry experience. She holds a Series 66 designation and has previously worked at Cetera Investment Advisers, Cetera Investment Services LLC, and MB Financial Bank. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management and financial planning, utilizing customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance.

Richard Burridge Jr. is a CFP® professional with 31 years of industry experience, currently advising at Curi Capital, LLC. He worked for UBS Financial Services for 10 years before joining RMB Capital Management, LLC, where he spent 21 years. Burridge is based in Chicago, IL. 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’s investment approach uses bottom-up fundamental analysis for equities and a relative-value approach for fixed income, implemented across various managed accounts and funds.