Richard Kitick is a CFP® professional with 21 years of experience in the financial services industry. He has worked at HighPoint Planning Partners since 2013 and has been affiliated with LPL Financial since 2007. Outside of his advisory work, he serves as an assistant coach and referee for amateur hockey in the Chicagoland area. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $4.0 billion in client assets and employs a customized investment approach using fundamental analysis across various asset classes, supported by multiple custodial platforms and independent managers.

Bennett Kinkade is a financial advisor at Zacks Investment Management, Inc. He holds Series 63 and Series 65 licenses and began his advisory career in 2025. Prior to joining Zacks, he worked in education at DePaul University and John Adams High School. Zacks Investment Management provides discretionary investment management services to individuals, trusts, estates, retirement plans, pooled investment vehicles, and institutional clients. The firm employs a blend of proprietary quantitative models and qualitative portfolio management across various investment strategies and manages mutual funds, ETFs, and multiple wrap-fee and unified managed account platforms.

Karim Antoni is a financial advisor at Arete Wealth Advisors, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Blackrock Investments, Inc., Merrill Lynch Investment Managers Venezuela, Lazard Asset Management, and Golub Capital, where he currently serves as a director. 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 both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels into its service offerings.

Trent Ten Bruin is a financial advisor at HighPoint Planning Partners with a Series 65 designation and one year of industry experience. His prior work includes roles at Now Foods and several academic institutions, including the University of Wisconsin - Madison. HighPoint Planning Partners provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $4.0 billion in client assets and employs a fundamental analysis approach to construct individualized investment policies across various asset classes.

Daniel Stybr is the sole advisor at Stybr & Associates in Arlington Heights, IL, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has worked at LaSalle St. Investment Advisors, LLC since 2006 and LaSalle St. Securities, LLC since 2003, while operating Stybr & Associates since 1989. Outside of advisory services, he manages tax preparation services and is involved in aircraft registration and firearm transfer documentation through personal business entities. Stybr & Associates is an investment management firm serving clients with a focus on personalized portfolio management.

James Fox is a financial advisor at Financial & Tax Architects, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, E*TRADE, and Citibank. Outside of advising, Fox owns a watch trading business and has worked as a driver and dog walker in the Naperville, Illinois area. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm uses proprietary “Private Wealth Strategies” involving ETFs, individual securities, and trend-aware rebalancing, with a notable sub-advisory business serving other registered investment adviser firms.

Brennan Hollenbeck is a CFP® with 17 years of industry experience, currently serving at IHT Wealth Management LLC since 2019. His prior roles include positions at LPL Financial and Independent Financial Partners, among others. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors by providing discretionary asset management, financial planning, and outsourced CIO services. The firm’s investment approach combines fundamental value screening, quantitative optimization, and periodic rebalancing, utilizing proprietary model portfolios, third-party managers, and discretionary OCIO mandates.

Shelton Lester is a financial advisor at Ally Invest Advisors with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab, TD Ameritrade, and Fidelity Brokerage Services. Lester supports both Ally Invest Securities and Ally Invest Advisors in a dually licensed capacity, servicing clients with self-directed and advisory accounts. Ally Invest Advisors serves a broad retail client base, including individual and high-net-worth clients, offering discretionary portfolio management through automated and advisor-led services. The firm utilizes model portfolios based on Modern Portfolio Theory, combining passive and actively managed ETFs with automated rebalancing and tax-sensitive features.

Daniel Keller is a financial advisor at HighPoint Planning Partners with four years of industry experience. He holds the Series 66 designation and previously worked at RSM US LLP for eight years. Outside of his advisory role, Keller owns and operates Keller CPA Private Tax Services, providing tax preparation and accounting services, and is a commissioned notary. HighPoint Advisor Group offers discretionary asset management, financial planning, and consulting services to a diverse client base that includes individuals, pension plans, trusts, and corporations. The firm employs individualized investment policies with a range of asset types and maintains continuous account monitoring with formal annual reviews.

William Boscow is a ChFC® credentialed financial advisor with 25 years of industry experience, currently with Ausdal Financial Partners, Inc. in Downers Grove, IL. His career includes roles at several firms such as Purshe Kaplan Sterling Investments and Arete Wealth Management LLC. Outside of advisory work, he serves on the board of the University of ND Alumni Club, leading its community service committee, and works as an insurance producer with limited hours devoted to that activity. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion across over 16,000 clients. The firm offers a wide range of services, including advisor-managed, separately managed, and unified managed accounts, and implements investment strategies tailored to clients’ objectives and risk tolerances through a multi-custodian platform.

Ann Guntli is a CFA® charterholder with nine years of industry experience. She is currently with Curi Capital, LLC in Chicago, IL, having worked at RMB Capital Management, LLC since 2007. Curi Capital serves individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles through a variety of wealth management and asset management services. The firm employs a long-term, fundamental investment approach and combines in-house strategies with external managers while managing approximately $9.83 billion in assets.

Alexander Fedynsky is a financial advisor at Aaron Wealth Advisors with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Goldman Sachs & Co. LLC and Goldman Sachs AYCO Personal Financial Management. Fedynsky serves on the advisory board of the Ukrainian Museum-Archive Inc., a cultural museum. Aaron Wealth Advisors serves high-net-worth individuals, business owners, entrepreneurs, multi-generational families, and family offices with portfolio management, financial consulting, and mergers-and-acquisitions advisory. The firm employs institutional technology and portfolio construction principles, including option-writing strategies, and offers specialized services such as insurance advisory and digital-asset custody.

Steven Martin is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Forum Financial Management, LP since 2019. Prior to joining Forum, he worked for BKD Wealth Advisors, LLC for five years. 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, implementing model portfolios primarily with DFA institutional mutual funds and ETFs using a Modern Portfolio Theory approach.

Jon Flaherty is a CFP® professional with five years of industry experience, currently serving at HighPoint Planning Partners. He previously worked at Vantage Financial Partners, Lincoln Financial, and the Elks National Foundation. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $4.0 billion in client assets and uses fundamental analysis to construct individualized investment policies across various asset classes.

Alan Nerad is a financial advisor with IHT Wealth Management LLC based in Chicago, IL, holding a Series 66 credential and 23 years of industry experience. His prior roles include positions at LPL Financial LLC, Alera Investment Advisors, LLC, Triad Advisors, Inc., GCG Financial, Inc., and Securian Financial Services, Inc. He has been involved in fixed insurance and financial planning services through various affiliated entities. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors by providing discretionary asset management, financial planning, ERISA consulting, and outsourced CIO services. The firm utilizes a combination of proprietary model portfolios, third-party managers, and discretionary mandates, employing value-based screening, quantitative optimization, and periodic rebalancing in its investment approach.

Timothy Mc Govern is a financial advisor with Capital Analysts, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Lincoln Investment and J. McGovern & Associates. Outside of advising, he manages a real estate rental property. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm employs discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team and offers various customized investment solutions through a network of independent advisors.

Margaret Swiess is a financial advisor at Founders Financial Securities LLC with 19 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Spc and Global View Capital Management, Ltd. She is also a licensed insurance agent and a Notary Public in the State of Illinois. Founders Financial Securities serves individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients through a network of registered investment adviser representatives. The firm offers portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing a range of investment programs and non-traditional delivery methods.

Tomasz Gogola is a CFA® charterholder with nine years of industry experience. He currently works at Aaron Wealth Advisors and has previously held roles at Mainstreet Investment Advisors, Equitable Advisors, Wells, Roselieb & Raia Management, Axa Advisors, and LBMZ Securities. Aaron Wealth Advisors serves high-net-worth individuals, business owners, entrepreneurs, multi-generational families, and family offices with portfolio management, financial consulting, and mergers-and-acquisitions advisory. The firm employs institutional technology and portfolio construction strategies, including option-writing overlays, and provides specialized services such as insurance advisory coordination, trustee services, and digital-asset custody.

John Boryk is a Certified Financial Planner® with 23 years of industry experience. He is currently with IHT Wealth Management LLC in Chicago, IL, and has prior experience at JP Morgan Chase Bank, JP Morgan Securities, PNC Wealth Management, and William Blair & Company. IHT Wealth Management serves individuals, including high-net-worth clients, as well as corporate and institutional entities and retirement plan sponsors. The firm offers discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers, employing an investment process that combines fundamental value screening, quantitative optimization, and periodic rebalancing.

Robert Falato is a CFP® with 35 years of industry experience, currently serving as an advisor at Northern Trust Securities, Inc. since 1990. He is based in Chicago, IL. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer that offers discretionary portfolio management through a wrap fee program to high-net-worth individuals, retail investors, and institutional clients. The firm employs a model-driven approach to managing portfolios, combining proprietary and third-party investment products with brokerage and custody services.