Edward Malysiak Jr. is a financial advisor at Chicago Capital, LLC with 36 years of industry experience. He held a position at William Blair and Company, L.L.C. for 20 years before joining Chicago Capital in 2024. He serves on the Investment Policy Committee of The Carle Foundation, a nonprofit hospital in Urbana, Illinois, and has been a member of its investment committee since 1990. Chicago Capital provides discretionary investment management, financial planning, and consulting services to individuals, families, foundations, registered investment advisers, and corporations. The firm employs an active management approach combining fundamental and technical research to construct individualized portfolios and manages over $4.8 billion in client assets with a focused team of 11 advisors.

Kyle Dell is a financial advisor at LaSalle St. Investment Advisors, L.L.C. He holds a Series 66 designation and has been in the industry since 2023. His prior experience includes roles at LaSalle St. Securities, LLC, RHM, Avenue Logistics, Airliner, and American Metalcraft. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a range of investment strategies across various asset classes, managing both non-discretionary and discretionary accounts, with an emphasis on non-discretionary management.

Arash Kadivar is a financial advisor at HighPoint Planning Partners with 15 years of industry experience. He holds the CFP® designation and several securities licenses, including Series 63, 65, and 66. Prior to joining HighPoint, he worked at LPL Financial, TD Ameritrade, Charles Schwab, and ALPS Holdings. HighPoint Advisor Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management and financial planning, using fundamental analysis and multiple investment platforms to implement tailored portfolios.

Kyle Laska is a financial advisor at Northern Trust Securities, Inc. with six years of industry experience. He holds a Series 66 designation and has worked previously at North Shore Sign Company, The Ayco Company, L.P./Mercer Allied, and Clybourne. 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, combining advisory, brokerage, and custody services.

Dennis Wojcicki is a financial advisor at Forum Financial Management, LP with 28 years of industry experience. He has been with Forum Financial Management since 2013 and previously worked at DSL Group from 1997 to 2013. He holds a Series 63 designation. 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 turn-key asset management platform for other independent RIAs, managing portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Steven Schmuhl is a financial advisor at McAdam LLC in Chicago, IL, with eight years of industry experience. He has held roles at Madison Avenue Securities and Purshe Kaplan Sterling Investments prior to joining McAdam. Schmuhl holds Series 65 and Series 63 licenses. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, and retirement plan consulting, using a discretionary approach that incorporates a range of investment vehicles such as mutual funds, ETFs, individual securities, and specialized exposures like direct indexing and private investment funds.

John Vires is a CFP® and CFA® with 10 years of industry experience. He is currently a financial advisor at Forum Financial Management, LP and also provides financial advice through Mathieson, Moyski, Austin & Co., an accounting firm. Outside of his advisory roles, he volunteers with the Lions Club of Wheaton and serves as a Park Commissioner for the Wheaton Park District. Forum Financial Management, LP offers fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, implementing primarily Modern Portfolio Theory-based portfolios using institutional mutual funds, ETFs, and other fixed income strategies.

David Pazdan is a financial advisor at Northern Trust Securities, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Northern Trust Securities since 2014. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that provides discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients, offering a range of managed account solutions with brokerage and custody services integrated into its platform.

Craig Ibrahim is a financial advisor at HighPoint Planning Partners with 22 years of industry experience. He holds a Series 66 designation and has been with HighPoint Advisor Group since 2016, also maintaining a relationship with LPL Financial since 2009. Outside of his advisory role, he is involved in several tax preparation and accounting ventures. 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 fundamental analysis approach to construct individualized investment policies across various asset classes and custodial platforms.

Benjamin Offenhartz is a financial advisor at Savvy in Chicago, IL, holding a Series 65 designation with over six years of industry experience. His prior roles include positions at Nuveen, Northern Trust, The Mather Group, Capital Group, and Pacific Investment Company LLC. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts and estates, ERISA retirement plans, charitable organizations, corporations, and other legal entities. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, option overlays, and ESG-focused models, supported by a parent technology platform and third-party sub-advisers.

Samantha Ngooi is a CFP® professional with four years of industry experience. She currently serves as a financial advisor at Apella Wealth and previously worked at Park Piedmont Advisors LLC and the University of Chicago Medicine. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach and offers a range of services such as discretionary and non-discretionary management, financial planning, sub-advisory relationships, and consulting.

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.

Todd Rollins is a CFP® with 18 years of industry experience, currently serving as a financial advisor at World Equity Group, Inc. in Libertyville, IL, where he has worked since 2007. His prior roles include positions at Midway Wealth Partners, LLC and Summit Financial, LLC. Outside of his advisory work, Mr. Rollins is involved in managing a home-based service program that hires and approves personal service workers for his disabled brother. World Equity Group provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, non-profit organizations, and financial institutions. The firm employs both model-based and customized investment approaches and offers a range of portfolio management and retirement planning services.

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.