Michael Ochoa is a financial advisor with Centennial Securities Company, Inc. in Chicago, IL, holding Series 63 and Series 66 credentials and 42 years of industry experience. He has worked at Centennial Securities since 2011 and previously spent a year at Sanctuary Securities, Inc. Centennial Securities provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, high-net-worth clients, corporate pension and profit-sharing plans, trusts and estates, foundations, endowments, and other business entities. The firm’s investment advice is delivered through its advisers with portfolios tailored to client objectives using a combination of fundamental and technical analysis, strategic asset allocation, and third-party solutions.

Peter Hass is a Certified Financial Planner® with 39 years of industry experience. He is currently with IHT Wealth Management LLC, where he has worked since 2020. His prior experience includes roles at Sheridan Road Advisors, LPL Financial, and Independent Financial Partners. 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 using ETFs, mutual funds, third-party managers, fixed income, and option strategies, and offers a range of fiduciary and consulting services through a network of approximately 153 advisors.

Gregory Huffman is a financial advisor at Zacks Investment Management, Inc. in Chicago with 28 years of industry experience. He has worked at Zacks Investment Management since 2007. Huffman holds the Series 63 and Series 65 licenses. Zacks Investment Management provides discretionary investment management to individuals, trusts and estates, retirement plans, pooled investment vehicles, and institutional clients, including serving as portfolio manager for mutual funds and ETFs. The firm uses proprietary quantitative models combined with qualitative portfolio management to offer a broad range of strategies and distributes its investment solutions through various wrap-fee and unified managed account programs.

Jeff Lesniewicz is a financial advisor at VestGen Advisors, LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Raymond James Financial Services, Bank of America, Merrill, Morgan Stanley, Wells Fargo Clearing, and A. G. Edwards & Sons. He serves as Chairman of the Board of Directors for The Athlete Collective Inc. 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 employs a combination of advisor-level client relationship management and centralized portfolio construction, utilizing third-party managers and proprietary strategies to serve approximately 22,790 clients with about $6.66 billion in assets under management.

Katherine Scott is a financial advisor at Waverly Advisors, LLC in Chicago, IL, holding a Series 65 license with one year of industry experience. Her prior roles include positions at Promus Capital, LLC and work in education at Wheaton College and Cornerstone Christian Academy. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private markets allocations, serving both non‑HNW and high net worth clients.

Melissa Martin is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Bartlett & Co. Wealth Management LLC since 2019. Prior to joining Bartlett, she worked at Kovitz Investment Group Partners, LLC and Kovitz Securities, LLC from 2015 to 2019. She is a board member of Tuesday's Child, a nonprofit organization focused on behavioral support for families, where she contributes to strategic and budget planning, fundraising, and volunteer activities. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and institutional clients, providing discretionary wealth management and comprehensive financial planning. The firm emphasizes diversified asset allocation, relative-value fixed income analysis, and uses mutual funds and ETFs to implement targeted exposures, while also leveraging third-party platforms and service providers.

Kevin Pendergast is a financial advisor with Brownson, Rehmus & Foxworth, Inc. He holds a Series 66 designation and has 11 years of industry experience. Since 2014, he has been affiliated with The AYCO Company, L.P./Mercer Allied, where he provides financial counseling, including estate, insurance, investment, and income tax planning, as well as tax and other financial advice. Brownson, Rehmus & Foxworth, Inc. offers personalized, fee-only financial counseling and non-discretionary investment advisory services to individuals, families, trusts, estates, private foundations, qualified retirement plans, and senior corporate executives. The firm emphasizes a thorough discovery process and customized long-term asset allocation strategies that consider taxes, inflation, and liquidity, with clients retaining final decision authority.

Peter Amling is a Certified Financial Planner (CFP®) with 17 years of industry experience. He is currently with SteelPeak Wealth, LLC and previously operated Amling Investments LLC for 16 years. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and family offices. The firm provides financial planning, discretionary portfolio management, alternative strategy consulting, and access to non-purpose loan solutions, implementing advice through proprietary and custom model portfolios monitored by its Institute of Portfolio Management & Economic Strategy.

Barbara Hill is a CFP® with 11 years of industry experience. She has worked at RMB Capital Management LLC since 2018 and was previously with Maryland Capital Management from 2015 to 2018. Hill is based in Chicago, IL, and holds a Series 65 license. She is affiliated with Curi Capital, LLC, a multi-team firm with 96 advisors that 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, employing a fundamentally driven, long-term investment approach across various account types and strategies.

Sean Brown is a CFP® professional with six years of industry experience. He has been with The Mather Group, LLC in Chicago since 2018. Prior to joining The Mather Group, he worked at Indiana University from 2014 to 2018. 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 guidance, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and utilizes AI and machine-learning tools under human oversight to support market analysis and client communications.

Travon Lucius is an advisor at SpiderRock Advisors, LLC with a Series 66 credential and one year of industry experience. Prior to joining SpiderRock, he worked at BlackRock Investments LLC and BlackRock, and has experience at Wells Fargo and Emory University. Lucius has also served in the Georgia Army National Guard. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, utilizing systematic and rules-based strategies combined with quantitative and fundamental analysis. The firm offers portfolio overlays and strategy management using derivatives alongside traditional securities, supported by proprietary software and real-time risk monitoring.

Michael Dancey is a financial advisor at KCD Financial, Inc. with two years of industry experience. He holds Series 65 and Series 63 registrations and has worked at Walsh Trading, Inc. and Walsh Asset Management since 2010. KCD Financial, Inc. is a multi-team registered investment adviser and introducing broker-dealer with 38 advisors managing approximately $202 million in assets. The firm serves individuals, corporate pension and profit-sharing plans, and charitable organizations, offering tailored investment strategies and access to third-party management programs.

Robert Macdonald is a financial advisor at Zacks Investment Management, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Franklin Templeton Financial Services Corp. and LBMZ Securities, Inc. He is based in Chicago, IL. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm employs a quantitative and qualitative investment process driven by proprietary models focused on earnings-estimate revisions and offers a range of strategies and investment vehicles across retail, institutional, and third-party distribution channels.

Jonathan Gonzalez is a financial advisor at Principal Advised Services with one year of industry experience. He holds a Series 66 designation and has worked at multiple Principal affiliates since 2025. Outside of his advisory role, he has experience in the restaurant industry, including managing operations at Sumo Sushi Bar & Grill. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering both nondiscretionary recommendations and a discretionary wrap-fee investment management program. The firm is part of the Principal Financial Group family, leveraging proprietary models and affiliated resources to deliver integrated financial services.

Walter Musumeci is a financial advisor at Centennial Securities Company, Inc. in Chicago, IL, holding a Series 66 designation with 10 years of industry experience. He has been with Centennial Securities since 2016. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets and serving individuals, trusts, retirement plans, foundations, and business entities. The firm offers customized investment management, financial planning, and access to third-party manager programs through platforms like RBC and Envestnet.

Kristine Donnelly is a financial advisor at Northern Trust Securities, Inc. with 16 years of industry experience. She holds a Series 66 designation and has previously worked at L&G - Asset Management America, Inc. and TJM Investments LLC. Northern Trust Securities, Inc. is a multi-team firm serving high-net-worth individuals, retail investors, and institutional clients through discretionary portfolio management. The firm employs a model-driven approach using Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs delivered via the Fidelity Managed Account Xchange platform.

Nikki Walton is a financial advisor with IHT Wealth Management LLC in Chicago, IL, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. Her prior roles include positions at LPL Financial LLC, Plexus Financial Services, and StanCorp Equities. In addition to advisory work, Nikki is involved in mortgage and real estate services. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, providing discretionary asset management, financial planning, ERISA consulting, and outsourced CIO services. The firm combines fundamental and quantitative investment approaches and offers access to third-party managers and custodial platforms through a network of investment adviser representatives.

George Watson is a financial advisor at Royal Fund Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and is a licensed attorney in Illinois, though he is not currently practicing law. In addition to his advisory role, he owns North Shore Estate Docs, a software sales business. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies tailored to clients’ risk tolerances and offers specialized services such as options writing and access to select non-traded REITs.

Constance Etter is a financial advisor at Centennial Securities Company, Inc. with 20 years of industry experience. She holds the Series 66 designation and has worked at Centennial Securities since 2019, previously working at Wunderlich Securities, Inc. since 2013. Centennial Securities Company, Inc. is a multi-team firm managing approximately $1.15 billion in assets and serving individuals, trusts, retirement plans, foundations, and other entities. The firm offers customized investment management and financial planning services, utilizing both fundamental and technical analysis across a range of investment vehicles.

Phillip Shaw is a CFP® professional with 12 years of industry experience, currently affiliated with RFG Advisory, LLC. His prior roles include positions at GoldStone Financial Group and Money Managers Advisory. He is also a licensed insurance agent offering life and fixed annuity sales. RFG Advisory provides investment advisory and planning services to a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm’s investment approach emphasizes discretionary portfolio management using model strategies, third-party platforms, and sub-advisory services, with a noted focus on serving unique client segments and integrating insurance products.