Mitchell Conley is a financial advisor at Zacks Investment Management, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LBMZ Securities, Inc., The Kenrich Group, and Loyola University Chicago. Zacks Investment Management provides discretionary investment management services to individuals, trusts, estates, retirement plans, and institutional clients, managing mutual funds and ETFs. The firm employs proprietary quantitative models combined with qualitative portfolio management across a range of strategies and offers retail wealth management, alternative investments, and model portfolios distributed through wrap-fee and unified managed account programs.

James Thornton is a financial advisor at VestGen Advisors, LLC with 20 years of industry experience. His prior roles include positions at Merrill Lynch, Bank of America, and Credit Suisse. Outside of finance, he is involved as a coach with the NFL in a field compliance capacity. VestGen Advisors provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationship work with centralized portfolio construction and serves a diverse client base including other investment advisers, institutions, and government entities.

Ryan Kennedy is a CFA® charterholder with 14 years of industry experience, currently serving at Curi Capital, LLC. He previously worked at RMB Capital Management LLC for 10 years and held roles at Morgan Stanley and Morgan Stanley & Co. LLC. Curi Capital offers wealth management, investment management, and retirement plan consulting services to individuals, high-net-worth clients, and institutional clients. The firm employs a long-term, fundamentally driven investment approach across various strategies and provides both discretionary and non-discretionary portfolio management.

Andrew Tennent is a financial advisor with B. Riley Wealth Advisors, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at B. Riley Wealth Advisors and B. Riley Wealth Management since 2011 and previously spent 20 years with National Securities Corp. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers various programs and financial services and manages approximately $4.21 billion in client assets through about 173 advisors.

Vincent Barone is a financial advisor at Aaron Wealth Advisors with nine years of industry experience. He holds the Series 66 designation and has worked at Aaron Wealth Advisors since 2019, following three years at Wells Fargo Clearing. Aaron Wealth Advisors serves high-net-worth and institutional clients, including business owners, entrepreneurs, and multi-generational families. The firm provides discretionary and non-discretionary portfolio management, using an outsourced platform to access third-party managers while maintaining client advisory relationships, and offers option overlay strategies alongside standalone financial consulting engagements.

John Smith is a financial advisor with Northern Trust Securities, Inc. in Chicago, IL, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with Northern Trust Securities since 2017, following a one-year tenure at Price Technology. Northern Trust Securities, Inc. is a multi-team firm offering discretionary portfolio management primarily to high-net-worth individuals, retail investors, and institutional clients. The firm delivers model-driven investment solutions, including Separately Managed Accounts and Strategist Portfolios, through the Fidelity Managed Account Xchange platform.

Keith Plywaczynski is a CFP® professional with 14 years of industry experience. He is the founder and CEO of Fortitude Financial Partners and currently serves as an advisor at Mariner Independent. His prior experience includes roles at Mariner Wealth Advisors and Mariner Platform Solutions. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, and access to third-party managers, with a notable integration of institutional and retirement plan resources.

Robert Widman Jr. is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with LaSalle St. Investment Advisors since 2009 and has worked at the affiliated firm LaSalle St. Securities since 2003. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management approaches and oversees a notable asset mix favoring non-discretionary services.

Nicholas Punzio is a financial advisor with VestGen Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Fidelity, LPL Financial, Wells Fargo Clearing, and Edward Jones. He is currently also a Registered Representative with Private Client Services. VestGen Advisors provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationship work with centralized portfolio construction, including the use of third-party managers and proprietary funds, serving a diverse client base that includes other advisers, institutions, and government entities.

Christopher Lynn is a Series 65-licensed advisor with Integrated Advisors Network LLC, based in Oak Park, IL, and has 20 years of industry experience. He has operated under the DBA JC Investment Management since 2005. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm uses a range of investment approaches and third-party sub-adviser platforms to implement client plans, emphasizing portfolio management, financial planning, and related consulting services.

Sandra Hernandez is a financial advisor at Northern Trust Securities, Inc. in Chicago, IL, with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Robinhood Markets, Inc., Robinhood Financial, LLC, and TD Ameritrade. Northern Trust Securities, Inc. is a multi-team firm serving high-net-worth individuals, retail investors, and institutional clients with discretionary portfolio management through a wrap fee program. The firm employs a model-driven approach, offering portfolios that combine proprietary and third-party products, and provides brokerage and custody services supported by its affiliation with Northern Trust Corporation.

Matthew Zivick is a financial advisor at IHT Wealth Management LLC in Chicago, IL, holding a Series 66 designation with 17 years of industry experience. He has been with IHT Wealth Management and LPL Financial since 2014. IHT Wealth Management serves individuals, pension and profit-sharing 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, offering discretionary asset management, financial planning, ERISA consulting, and access to third-party managers through a network of approximately 153 advisors.

Danny Delgado is a financial advisor at Silver Oak Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including B. Riley Wealth Advisors and Purshe Kaplan Sterling Investments. He is also involved with Arbor Financial Advisors as a financial advisor focusing on insurance and annuities. Silver Oak Securities serves individuals, pension plans, corporations, trusts, estates, and other entities through a team of over 100 financial professionals managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs with primarily discretionary, customized investment management tailored to client objectives and risk tolerances.

John Mc Cadd is a financial advisor at Northern Trust Securities, Inc. with four years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Jacobson Group, Randstad USA, and Horace Mann. 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 with discretionary portfolio management through a model-driven wrap fee program. The firm offers a range of separately managed accounts and strategist portfolios implemented via the Fidelity Managed Account Xchange platform, combining advisory, brokerage, and custody services with proprietary and third-party investment products.

Harold Leavell is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Brownson, Rehmus & Foxworth, Inc. in Chicago, IL, where he has worked since 2005. Brownson, Rehmus & Foxworth, Inc. provides 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 customized, long-term asset allocation approach with broad diversification, while maintaining client decision authority and a principal-led engagement model.

Roman Kobrin is a financial advisor at Zacks Investment Management, Inc. based in Chicago, IL, with 14 years of industry experience. He holds the Series 66 credential and has worked at Zacks Investment Management since 2014, alongside a concurrent role at LBMZ Securities, Inc. since 2016. Zacks Investment Management provides discretionary portfolio management to a diverse client base including individuals, trusts, retirement plans, and institutional investors. The firm employs a proprietary investment process that combines quantitative and qualitative analysis, offering a range of strategies and serving both direct clients and third-party advisers through model portfolios and alternative private funds.

Peter Mc Donnell is a financial advisor with IP Financial Advisory Services LLC in Chicago, IL, holding Series 63, 65, and 66 credentials and 30 years of industry experience. His prior roles include positions at Great Point Capital, Tide Rock Investors LLC, and Roth Capital Partners, LLC. Outside of his advisory work, he serves as Managing Director of The Prime Group Inc., where he focuses on establishing and maintaining development partnerships. IP Financial Advisory Services LLC primarily serves individual retail clients with portfolio management, financial planning, and consulting services. The firm uses a variety of analytical approaches and offers discretionary management, tax-efficient asset location strategies, and specialized consulting including actuarial and benefits analysis.

Joseph De Marco is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 65 designation and eight years of industry experience. He has worked at LaSalle St. Securities, LLC, and Forum Financial Management, LP, and is also a founder and owner of Elevate CPA Group, providing tax and accounting services. In addition, he is a partner at DeMarco Sciaccotta Wilkens & Dunleavy, LLP, a tax and accounting firm. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to a diverse client base including individuals, trusts, estates, and charitable organizations. The firm employs both discretionary and non-discretionary approaches, notably managing a predominance of non-discretionary assets through its LaSalle St. Asset Management Program (LAMP).

Ian Clark is a CFP® professional with 15 years of industry experience. He has worked at Brownson, Rehmus & Foxworth, Inc. since 2022 and previously held positions at Facet Wealth and TIAA. Brownson, Rehmus & Foxworth, Inc. provides personalized, fee-only financial counseling and non-discretionary investment advisory services to individuals, families, trusts, estates, private foundations, and corporate executives. The firm emphasizes customized long-term asset allocation and diversification strategies, with clients retaining final decision authority and trades executed only upon prior written authorization.

Alexander Kneisel is a financial advisor at Chicago Partners Investment Group LLC with Series 63 and Series 65 credentials. He has prior experience at Dell Technologies and BMO Financial Group, with a total of no industry experience as a financial advisor. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, not-for-profit plans, endowments, corporations, and family offices. The firm employs a long-term, diversified, asset-allocation approach using fundamental analysis and quantitative optimization across a range of investment strategies including mutual funds, ETFs, and structured notes.