Frank Lanza is a financial advisor at Zacks Investment Management, Inc. with 24 years of industry experience. He holds a Series 65 designation and has been with Zacks and its affiliated firms since 2008. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, estates, retirement plans, charitable and corporate entities, and institutional investors. The firm combines quantitative and qualitative analysis using proprietary models centered on earnings-estimate revisions and offers a wide range of strategies and investment vehicles across retail, institutional, and third-party distribution channels.

Scott Schwartz is a CFP® with eight years of experience and is currently an advisor at Plante Moran Financial Advisors in Chicago. His prior work includes roles at the Michigan Export Growth Program and Michigan State University. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth and non-high-net-worth individuals, as well as banks, trusts, estates, charitable organizations, and other business entities. The firm uses a combination of fundamental, technical, and cyclical analyses alongside a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.

Amy Marker is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 66 designations and over 30 years of industry experience. Her prior roles include positions at Edward Jones and Northern Trust. She has worked at Ausdal Financial Partners in two separate tenures totaling nine years. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a variety of investment services and tailors strategies to client objectives, utilizing multiple custodians and integrating third-party managers in its solutions.

Joann Seagren is a financial advisor at Chicago Capital, LLC with 16 years of industry experience. She holds a Series 65 designation and has previously worked at JAG Capital Management LLC, CIBC Private Wealth Advisors, Inc, and Geneva Advisors, LLC. Chicago Capital provides discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, high-net-worth clients, families, foundations, other registered investment advisers, and corporations. The firm employs an active management approach combining fundamental and technical research to create individualized portfolios across various asset classes, focusing on long-term portfolio value and risk mitigation.

Christian Luna is a financial advisor at Maia Wealth with four years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including Wealth Watch Advisors and Senior Solutions LLC. Luna has also served in the United States Naval Reserve. Maia Wealth provides investment advisory and financial planning services to individuals, trusts, estates, and businesses, offering both discretionary and non-discretionary portfolio management. The firm uses a variety of analytical approaches with a long-term focus and coordinates estate-planning and tax services through third-party specialists.

Ali Carmen is a financial advisor with Northern Trust Securities, Inc. in Chicago, IL. He holds Series 63 and Series 66 designations and has 25 years of industry experience, including 11 years with Northern Trust Securities. 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 delivered via the Fidelity Managed Account Xchange platform.

Koffi Toulaboe is a financial advisor at Zacks Investment Management, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill, Financial Management Systems, and Astra Bank. Zacks Investment Management, Inc. provides discretionary investment management to individuals, trusts, retirement plans, and institutional clients, offering a range of strategies that combine proprietary quantitative models with qualitative portfolio management. The firm manages mutual funds and ETFs and distributes strategies through wrap-fee and unified managed account programs.

Brian Rippel is a financial advisor with Northern Trust Securities, Inc. in Chicago, IL, holding Series 63 and Series 66 licenses and with 14 years of industry experience. He has been with Northern Trust Securities since 2015 and is also involved as a bartender at The Globe Pub in Chicago. Northern Trust Securities, Inc. is a multi-team firm that provides discretionary portfolio management primarily for high-net-worth individuals, retail investors, and institutional clients through model-driven, wrap fee programs delivered on the Fidelity Managed Account Xchange platform.

Colin Kelty is a financial advisor at Belpointe Asset Management LLC with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Cetera and MB Financial Bank. Outside of his advisory role, he is involved in a tax planning business and participates in theatre production and venue management. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting with a customizable approach that includes passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Sean Conway is a financial advisor with Curi Capital, LLC in Chicago, IL, holding a Series 66 designation and 19 years of industry experience. He has worked at RMB Capital Management since 2008. Curi Capital serves individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental bottom-up approach for equity strategies and a fundamental relative-value orientation for fixed income, combining in-house strategies with external managers and proprietary risk analysis tools.

Adam Runyan is a financial advisor at Advisory Services Network with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill, Bank of America, JPMorgan Chase, and Morgan Stanley. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing a variety of investment strategies tailored to clients’ objectives and risk tolerances.

Erin Carter is a financial advisor with HighPoint Planning Partners in St. Charles, IL, holding a Series 66 designation and bringing 12 years of industry experience. She has worked at HighPoint Advisor Group, LLC and LPL Financial since 2013. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.0 billion in client assets and employs a fundamental analysis approach to construct individualized investment policies across a range of asset types and custodial platforms.

Richard Lloyd Jr. is a financial advisor with HighPoint Planning Partners in Downers Grove, IL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with HighPoint Advisor Group and LPL Financial since 2014 and has operated R. Lloyd & Company, Ltd., a full-service accounting firm, since 1980, where he serves as president. He also acts as co-trustee of the Marie L. Lloyd Revocable Trust. HighPoint Advisor Group serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and acts as a wrap-fee program manager, employing fundamental analysis and a range of investment vehicles to construct client portfolios.

Randall Cohen is a financial advisor with IHT Wealth Management LLC in Skokie, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Bank of America, Merrill, and LPL Financial. IHT Wealth Management serves a diverse client base including individuals, pension plans, charitable organizations, trusts, and corporations. The firm employs a blended investment approach combining fundamental stock selection with quantitative tools and offers discretionary asset management, financial planning, and ERISA plan consulting through a network of approximately 153 advisors.

John Boyer is a financial advisor at HighPoint Planning Partners with 23 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and Level Four Advisory Services LLC prior to joining HighPoint Advisor Group in 2021. Boyer also provides investment advisory services through HighPoint Advisor Group, an independent registered investment advisor. HighPoint Advisor Group offers discretionary asset management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $4.0 billion in client assets and employs a fundamental analysis-based investment approach across a diversified range of securities and third-party solutions.

Ann Gunst is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Trustmont Advisory Group, Inc. She previously worked at Halo Securities LLC and Sentinus, LLC. Outside of her advisory role, she is a partner involved in accounting and bookkeeping for Graber Family LLC. Trustmont Advisory Group serves a diverse client base including individuals and various institutional clients, providing financial planning, investment advice, and discretionary portfolio management. The firm employs a long-term investment outlook and combines public research with adviser judgment in its approach.

Justin Lesch is a CFP® and holds a Series 66 license with 15 years of experience in the financial advisory industry. He has been with JMG Financial Group, Ltd. since 2013. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities, providing discretionary investment management, financial advisory and consulting, retirement plan consulting, and tax consulting and preparation when requested. The firm manages approximately $6.36 billion in assets with a team of about 64 advisors, employing a strategic asset allocation approach overseen by an investment committee and offering a variety of fee arrangements and specialized services.

Joel Kendall is a financial advisor at Composition Wealth, LLC in Chicago, IL, holding Series 63 and Series 66 licenses with 38 years of industry experience. His prior roles include positions at Advisory Partners, LLC and UBS Financial Services Inc. since beginning his career. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term, diversified investment approach using low-cost mutual funds, ETFs, individual stocks and bonds, and utilizes both fundamental and technical analysis to manage portfolios.

James Tilley is a Series 65 registered financial advisor with six years of industry experience. He is currently with Foundations Investment Advisors LLC and also serves as managing partner at Liberty Hill Financial Planners. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services through a network of nearly 300 investment adviser representatives.

John Bollweg is a CFP® professional with 15 years of experience in financial planning and advisory services. He has worked at JMG Financial Group, Ltd. since 2020 and previously spent ten years with MPS LORIA Financial Planners, LLC. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities by providing discretionary investment management, financial advisory and consulting, retirement plan consulting, and tax consulting and preparation when requested. The firm manages approximately $6.36 billion in assets with a team of about 64 advisors, employing a strategic asset allocation approach overseen by an investment committee and utilizing a variety of investment vehicles including ETFs, mutual funds, individual equities, fixed income, private funds, and unaffiliated sub-advisors.