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.

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, currently serving as a financial advisor at Apella Wealth. Prior to joining Apella Wealth in 2025, she spent several years at Park Piedmont Advisors LLC. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, foundations, and institutions, offering a range of investment management, financial planning, and consulting services. The firm employs a model-driven, quantitative investment approach and integrates various third-party technologies to support its offerings.

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.

Dennis Ryan Jr. is a financial advisor with Summit Financial, LLC, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Midway Wealth Partners, LLC and World Equity Group, Inc. He is also an author, having published a book in 2022 available on Amazon. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with over $26 billion in assets under management, serving approximately 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services with access to alternative investments and retirement plan advisory.

Todd Rollins is a CFP® with 18 years of industry experience, currently affiliated with World Equity Group, Inc. in Schaumburg, IL. He has previously worked at Summit Financial, LLC and Midway Wealth Partners, LLC. Outside of his advisory role, he is involved in managing personal service workers who assist his disabled brother through a home-based service program. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, pension plans, trusts, and other entities. The firm offers managed portfolios through its wrap-fee program, combining discretionary portfolio management, financial planning, and access to third-party money managers.

Daniel Stybr is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. He has been with LaSalle St. Investment Advisors since 2006 and has operated Stybr & Associates, a tax preparation service and registered investment advisory firm, since 1989. Outside of financial advising, he is involved with Daka Aviation, LLC, which manages aircraft registration and hangar operations. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, including the LaSalle St. Asset Management Program (LAMP), and is notable for managing a predominance of assets on a non-discretionary basis.

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.

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.

Janine Polley is a financial advisor with Madison Avenue Securities, LLC, holding a Series 65 credential and one year of industry experience. She has concurrent roles at Wayne Messmer & Associates and Shaperz Inc., where she is involved in esthetics and laser removal services. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering pension consulting, college-savings assistance, and services for charitable institutions. The firm manages approximately $2.0 billion for around 14,000 clients and employs multiple portfolio management approaches including discretionary and non-discretionary strategies.

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 with Aaron Wealth Advisors in Chicago, holding a Series 66 designation and 20 years of industry experience. Prior to joining Aaron Wealth Advisors in 2022, he worked at Goldman Sachs & Co. LLC and Goldman Sachs AYCO Personal Financial Management for over 17 years combined. He serves as a board member of the Ukrainian Museum-Archive Inc., a cultural museum. Aaron Wealth Advisors serves high-net-worth and institutional clients, including business owners and multi-generational families, providing discretionary and non-discretionary portfolio management along with standalone financial consulting. The firm leverages outsourced platform relationships and offers option overlay strategies while maintaining close client advisory relationships.

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.

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.

Tomasz Gogola is a CFA® charterholder with 10 years of industry experience. He currently serves as a financial advisor at Aaron Wealth Advisors and has previously worked 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, and institutional clients, offering discretionary and non-discretionary portfolio management along with standalone financial consulting. The firm employs an outsourced platform to access third-party managers and provides option overlay strategies, while also maintaining an affiliated insurance advisory entity that collaborates with insurance brokers and agents.

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.