Todd Lestina is a financial advisor with Latitude Advisors, LLC, holding a Series 66 designation and over 20 years of industry experience. He has been with Latitude Advisors and GWN Securities, Inc. since 2009, and owns Lestina & Associates, LLC, a tax preparation and accounting firm. He is also an independent insurance agent specializing in fixed and health insurance products. Latitude Advisors serves individuals, high-net-worth clients, and various institutional and corporate entities, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of valuation-driven and momentum-based multi-asset model strategies, managing most accounts on a discretionary basis with continuous monitoring and rebalancing.

Robert Perez is a CFP® with 27 years of industry experience, currently serving at HighPoint Planning Partners. He has worked with HighPoint Advisor Group, LLC since 2013 and LPL Financial, LLC since 2009. His credentials include Series 63 and Series 65 licenses. Perez offers health insurance in a non-variable capacity as part of his business activities. HighPoint Advisor Group serves individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and manages a wrap-fee program, utilizing a range of investment vehicles and third-party platforms to tailor portfolios through fundamental analysis.

Brett Heniss is a financial advisor at Financial & Tax Architects, LLC with a Series 65 credential and one year of industry experience. Prior to joining Financial & Tax Architects, he worked at Power Home Remodeling, Penny Mustard Furnishings, Northwestern Mutual, and Raymour & Flanagan. 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 employs proprietary “Private Wealth Strategies” using exchange-traded funds, individual securities, and trend-aware rebalancing, with most client relationships managed on a discretionary basis.

John Martin is a financial advisor with Forum Financial Management, LP in Lombard, IL. He holds a Series 65 designation and has experience working at Forum Financial Management and BMO, as well as in roles at the Plainfield Park District and the University of Illinois. Forum Financial Management, LP provides investment advisory and related services to a diverse client base including individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm uses model asset-allocation portfolios based on Modern Portfolio Theory and offers a range of services including discretionary portfolio management, financial planning, and back-office support to independent advisors and RIAs.

Christopher Buti is a CFP® professional with 27 years of experience in the financial industry. He has been with Ausdal Financial Partners, Inc. since 2015. Outside of his advisory role, he is involved in insurance sales and wealth management through his work with BCH INSURE, LLC and BCH WEALTH MANAGEMENT. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. The firm serves individuals, trusts, corporations, pension plans, and charitable organizations, offering a range of investment advisory programs, retirement plan services, and financial planning.

David Lecinski is a financial advisor with Highpoint Planning Partners in Downers Grove, IL, holding a Series 65 designation and three years of industry experience. Prior to joining Highpoint Advisor Group, he worked in mortgage lending roles and the automotive industry. Highpoint Advisor Group serves individuals—including high-net-worth clients—pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and sponsors wrap-fee programs, using fundamental analysis to construct diversified portfolios across various asset classes.

Regina Wood is a CFP® with 17 years of industry experience, currently serving at Brownson, Rehmus & Foxworth, Inc. since 2001. She holds a Series 65 license and is based in Chicago, IL. Brownson, Rehmus & Foxworth, Inc. provides 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 with broad diversification, maintaining a principal-led, high-touch engagement model for approximately 250 client families.

Ivy Daily is a financial advisor at Northern Trust Securities, Inc. with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with Northern Trust Securities, Northern Trust Bank, and Denton Capital Partners LLC since 2013. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer that provides discretionary portfolio management through a wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients with model-driven portfolios that include proprietary and third-party products, combining advisory, brokerage, and custody services.

Frederick Paulman is a CFP®-certified financial advisor with 23 years of industry experience, currently with Curi Capital, LLC. He has been with RMB Capital Management, LLC since 2005. Outside of his advisory work, he is involved with Peerless of America, Inc., where he contributes to accounting and manufacturing activities part-time. Curi Capital serves a diverse client base including individuals, families, institutions, and retirement plan sponsors, offering services such as Wealth Management, Asset Management, and Family Office Services. The firm employs a fundamental, long-term investment approach and combines in-house strategies with external managers to manage approximately $9.83 billion in assets.

Renee Duba is a CFP® professional with 37 years of industry experience. She has been with Mutual Advisors, LLC since 2017 and previously worked at Stevens Wealth Management LLC, Bank of America, N.A., and Merrill. She serves as Treasurer and Director on the board of The Admiral at the Lake Foundation, a nonprofit retirement community, and provides management consulting as a council member for the Jordan Black Family Office. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm offers asset management and financial planning through a mix of active and passive strategies, using multiple analytical approaches and third-party tools to tailor portfolios to client objectives.

Richard Pawelko is a financial advisor at JMG Financial Group Ltd with 31 years of industry experience. He holds the CFA® and PFS™ designations and has been with JMG Financial Group since 1987. JMG Financial Group provides wealth management, portfolio management, and financial consulting services to individuals, trusts, retirement plans, business entities, and charitable organizations. The firm employs a planning-based, long-term investment approach that emphasizes strategic asset allocation and uses a variety of investment vehicles, including ETFs, mutual funds, equities, fixed income, and alternative investments.

Charles Lesser is a CFP®-credentialed financial advisor at Performance Wealth with six years of industry experience. He previously worked at Balasa Dinverno Foltz LLC and EFG Advisors. He has also held roles outside of financial services, including positions at Otis Elevator Company and Illinois State University. Performance Wealth serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans by providing discretionary and non-discretionary investment management, comprehensive wealth management, and financial planning services. The firm employs a primarily long-term, portfolio-focused investment approach using diversified allocations of low-cost mutual funds and ETFs alongside individual securities and alternative investments.

Brent Penrose is a financial advisor with Northern Trust Securities, Inc., holding Series 63 and 66 licenses and having 17 years of industry experience. His prior roles include positions at JPMorgan Securities LLC, UBS Financial Services, and Wells Fargo Advisors. He serves on the board of Little Heroes League, a nonprofit organization supporting children born with multiple major organ defects. Northern Trust Securities, Inc. is a registered investment adviser and broker-dealer serving high-net-worth individuals, retail investors, and institutions through discretionary portfolio management. The firm offers model-driven investment programs utilizing proprietary and third-party products, combining advisory, brokerage, and custody services.

Katherine Ruetz is a financial advisor at Northern Trust Securities, Inc. with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at JPMorgan Securities LLC and JPMorgan Chase Bank NA. Northern Trust Securities, Inc. serves high-net-worth individuals, retail investors, and institutional clients, offering discretionary portfolio management through model-driven strategies that include Separately Managed Accounts, Fund Strategist Portfolios, and Strategist Unified Managed Accounts via the Fidelity Managed Account Xchange platform.

Victor Green is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 designation and 11 years of industry experience. He has worked at Sound Income Strategies since 2015 and Goodman Green Wealth Management since 2017. Outside of his advisory roles, Victor serves as a financial literacy educator focused on minority communities and is a senior business consultant assisting individuals with loan qualification. Sound Income Strategies is a fee-based investment adviser serving a diverse client base, including individuals, corporations, pension plans, and other advisors. The firm emphasizes fixed-income and income-oriented investment strategies, combining fundamental and technical analysis, and offers specialized services such as family-office and special-needs planning.

Andrew Bratina is a Series 65-licensed advisor with Chicago Partners Investment Group LLC, where he has worked since 2023. He has two years of industry experience and previously held positions at several educational institutions and Amazon Air. Chicago Partners Investment Group LLC serves a diverse client base, including individuals, trusts, nonprofits, and corporations, offering portfolio management, financial planning, retirement services, and an automated advisory program. The firm employs a long-term, diversified investment strategy, utilizing fundamental analysis and customized portfolios with various asset classes and strategies.

John Thomas is a financial advisor at Chicago Partners Investment Group LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, he worked at Denison University and Loyola Academy. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, not-for-profit plans, endowments, and corporations. The firm follows a long-term, diversified, asset-allocation approach combining fundamental analysis with quantitative optimization and manages portfolios across a range of asset classes including mutual funds, ETFs, and structured products.

Catherine Kane is a Certified Financial Planner™ and Personal Financial Specialist™ with 16 years of industry experience. She has been with CliftonLarsonAllen Wealth Advisors, LLC since 2015 and has worked at CliftonLarsonAllen LLP since 2006, where she is also a principal. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse range of clients, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios, integrates wealth, tax, estate, and insurance professionals, and operates as both a registered broker-dealer and licensed insurance agency.

John Dalton is a CFA® charterholder with 19 years of industry experience. He is currently an advisor at Advisory Services Network and previously spent 17 years at Managed Asset Portfolios. Outside of his advisory work, he co-owns and rents out a building in Chicago. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisers. The firm offers portfolio management, financial planning, and investment consulting, managing approximately $8.6 billion in client assets with tailored strategies across a range of investment vehicles.

Aaron Ahlstrom is a CFP® with 16 years of industry experience, currently serving as a financial advisor at JMG Financial Group Ltd. Prior to joining JMG in 2024, he worked at Ameriprise and Ameriprise Financial Services, Inc. from 2009 to 2024. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with a planning-based, long-term investment approach. The firm offers comprehensive wealth and portfolio management, along with in-house tax consulting and private investment fund advisory services.