Daniel Hynes is a financial advisor at SpiderRock Advisors, LLC with one year of industry experience. He holds a Series 66 designation and has worked previously at BlackRock Investments LLC, Halo Investing, and Northern Trust Company. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, including asset managers, registered investment advisers, banks, broker-dealers, family offices, and high-net-worth individuals. The firm utilizes systematic, technical, and rules-based processes combined with quantitative and fundamental analysis to manage option-based hedges and yield-enhancing overlays.

Kim Brownlee is a financial advisor with MissionSquare Retirement in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Icma Retirement Corporation since 2007. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm’s advisory approach includes discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management, with a multi-team advisory structure supporting more than 40,000 participants.

Alejandro Pastrana is a financial advisor with Packerland Brokerage Services, Inc. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Prior to joining Packerland, he worked at Northwestern Mutual Wealth Management Company and other related entities. He is the sole proprietor of Serene Tax Solutions, where he provides tax return preparation, tax compliance, and business entity tax structuring services. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors, through a large network of advisors. The firm offers financial planning, portfolio management, retirement-plan consulting, and access to third-party money managers, utilizing a range of investment solutions via the Hilltop-cleared Envestnet platform.

Robert Balanoff is a financial advisor with Packerland Brokerage Services, Inc. in Chicago, IL, holding Series 63 and Series 66 credentials and 19 years of industry experience. His career includes roles at AllState Financial Services and multiple businesses he leads, such as Balanoff Tax Services LLC and Balanoff Insurance Agency, Inc. Outside of his advisory work, he is involved in mortgage origination through Nexa Mortgage LLC and assists clients with real estate transactions via Homevisor, LLC. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory programs. The firm offers both brokerage and advisory services through a variety of managed portfolio options and third-party arrangements, managing over $900 million in client assets.

Terrance Gaertner is a CFP® professional with 41 years of industry experience, currently serving at Ausdal Financial Partners, Inc. since 2009. He holds a Series 63 license and is based in Park Ridge, IL. Outside of his advisory role, he is involved in term life insurance sales with various carriers on a commission basis. 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 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment strategies and custodial platforms.

Stephen Gigliotti is a financial advisor with BMO Nesbitt Burns Securities Ltd. in Chicago, IL, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at J.P. Morgan Chase Bank and J.P. Morgan Securities, where he worked for 12 years before joining BMO-related firms in 2018. BMO Nesbitt Burns Securities Ltd. provides discretionary investment advisory, brokerage, and financial planning services to individuals, trusts, entities, and retirement accounts in both the U.S. and Canada. The firm manages accounts according to client-specific Investment Policy Statements, utilizing a diversified approach that includes equities, fixed income, mutual funds, and ETFs.

Maxwell Cinnamon is a financial advisor with HighPoint Planning Partners, holding a Series 66 designation and two years of industry experience. He previously worked at the University of Kansas Athletic Department and State Bank of Herscher. Mr. Cinnamon is also a licensed insurance agent and splits his time between advisory and registered representative roles. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities, offering discretionary asset management, financial planning, and retirement plan advisory. The firm constructs investment policies through personal consultations and implements portfolios using fundamental analysis across various asset classes and platforms.

Grace Kramer is a financial advisor at SpiderRock Advisors, LLC with two years of industry experience. She holds the Series 63 and Series 65 designations. Her prior work includes roles at BlackRock Investments LLC and PNC Capital Markets, LLC. Outside of finance, she has worked in the food industry with Bourbon Barrell Foods. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, employing systematic, quantitative, and rules-based approaches that combine derivatives and traditional securities. The firm offers specialized overlay and strategy management services supported by proprietary technology and is an indirect subsidiary of BlackRock.

Tyler Kendzior is a Series 65-licensed financial advisor with McAdam LLC in Chicago, IL, where he has worked since 2019. He has four years of industry experience, including prior roles at Room 38 and the University of Missouri. McAdam LLC serves a diverse clientele including individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm employs a discretionary investment approach with portfolios tailored through fundamental analysis and incorporates specialized exposures such as private investment funds and cryptocurrency via exchange-traded vehicles.

David Frohlichstein is a CFP® professional with 39 years of experience in the financial industry. He has been with Ausdal Financial Partners, Inc. since 2009 and also operates Frolicstein Financial, a financial advisory business he has managed since 1999. In addition to his advisory work, he has been a self-employed professional musician for over 50 years. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer serving individuals, trusts, corporations, pension plans, and charitable organizations. The firm offers a range of investment advisory programs and financial planning services, utilizing both discretionary and non-discretionary strategies across various asset classes and account types.

What is "Vita"? "Vita" means life in Italian and at Vita Wealth Management, we believe life is meant to be lived to the fullest, and money is simply a tool to help you achieve your best life. By aligning your financial strategy with your personal goals, we help you make informed decisions so you can focus on what truly matters. "I started Vita Wealth Management because I believed that there was a better way of doing things and in order to best serve clients I needed to be completely independent. This allows me to remain completely objective and focus on providing the best advice possible." Being independent and Fee Only allows us to avoid being pushed to sell propriety products, portfolios, insurances and direct conflicts of interest. Vita Wealth Management is a full service wealth management and tax firm. Being an Enrolled Agent also puts us in a unique position to provide in-depth tax planning and tax preparation services for our clients. We believe doing this in tandem with investment management and financial planning creates significant value for our clients.

John Walsh is a financial advisor at FourStar Wealth Advisors, LLC in Chicago, IL, holding a Series 66 designation with 20 years of industry experience. His prior roles include positions at Oppenheimer and Realta Equities, Inc. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a combination of fundamental and technical analysis to manage client portfolios across a variety of securities and investment vehicles, often on a discretionary basis tailored to risk tolerance and time horizon.

Kirk Hackbarth is a CFP®, PFS™, and Series 63 registered advisor with 16 years of industry experience. He currently works at JMG Financial Group Ltd and has previously been employed at Strategic Wealth Partners, Guidant Wealth Advisors, and Liberty Financial Group, Inc. He is based in Downers Grove, IL. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, offering comprehensive wealth management, portfolio management, and financial consulting. The firm employs a planning-based, long-term investment approach with strategic asset allocation and utilizes a variety of investment vehicles including ETFs, mutual funds, individual equities, fixed income, separately managed accounts, and private investments.

Brian Bunker is a CFA® charterholder with 10 years of industry experience. He is currently an advisor at Composition Wealth, LLC and previously worked at Aviva Investors and Neuberger Berman BD LLC. Composition Wealth offers investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, and businesses. The firm employs a long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investment funds, with a multi-advisor structure managing approximately $9.47 billion in discretionary assets.

Sharif Sharif is a financial advisor with FourStar Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at LPL Financial and Woodbury Financial Services. Sharif also operates a side business called The Other Side of Medicine. FourStar Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities with financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a combination of fundamental and technical analysis to manage diversified portfolios tailored to clients’ risk tolerance and time horizon.

Robert Runnfeldt Jr. is a financial advisor with B. Riley Wealth Advisors, Inc. He holds Series 63 and Series 66 licenses and has 36 years of industry experience. His prior roles include positions at Noyes Advisors LLC and David A. Noyes and Company. He serves as a trustee for the Eleanor B Runnfeldt Trust. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm provides a range of advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and both firm-sponsored and third-party sub-advisers.

Andrew Janusz is a CFA® charterholder with 11 years of experience in financial services. He is currently an advisor at OnePoint BFG Wealth Partners and has held previous roles at firms including JP Morgan, Merrill Lynch, Bank of America, and Northwestern Mutual. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm employs a range of portfolio management approaches using third-party managers, proprietary models, and technology integrations to support its investment and operational processes.

Kathleen Gfrorer is a CFP® with 44 years of industry experience, currently serving as a financial advisor at VestGen Advisors, LLC. Her career includes roles at LPL Financial LLC, Securities America, Inc., and Landmark Capital, Inc. She also serves as secretary for the Somonauk Gardens Owners Association. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for about 9,453 clients. The firm serves individual and high-net-worth clients with discretionary and non-discretionary investment management, financial planning, wrap-fee programs, and retirement plan services, utilizing a blend of analytical methods and third-party managers to implement portfolios.

Michael Balch is a financial advisor at IP Financial Advisory Services LLC with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including IPI Wealth Management, Investment Planners, and Cedar Capital. Outside of his advisory work, he is the sole partner of MB THIRTEEN, LLC, which involves consulting, keynote speaking, and book sales. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm focuses on non-high-net-worth individuals and combines traditional investment advisory services with actuarial analysis, benefits consulting, and risk management.

Jeffrey Martin is a financial advisor with Highpoint Planning Partners in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Highpoint Planning Partners and LPL Financial since 2013. Highpoint Planning Partners serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and uses a multi-asset investment approach combined with third-party and LPL-sponsored platforms.