Danielle Van Buren is a CFP® professional with six years of experience at Valeo Financial Advisors, LLC and a total of three years in the financial industry. Prior to joining Valeo, she held roles at Core Spaces, Beauty & Grace, Levee Tan & Laundry, and worked in educational settings including Purdue University and Guerin Catholic High School. Valeo Financial Advisors provides comprehensive financial planning and investment management services to individuals, families, and institutional clients. The firm employs a strategic asset-allocation approach with tactical adjustments and utilizes third-party research and independent managers, while also offering specialized services such as pro-bono planning and due diligence through its subsidiary, TwoPointO.

Scott Martin is a financial advisor at Kingsview Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Kingsview since 2016. Outside of his advisory role, Martin serves as President and CEO of Accent Asset Management, a media services company, and is a contributor to Fox Business Network. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities, offering wealth management, financial planning, and asset management through a network of Investment Adviser Representatives and an internal portfolio group. The firm focuses on tailored portfolio management and model strategy distribution across various securities and investment vehicles.

Sam Kendree is a financial advisor at Chicago Partners Investment Group LLC with eight years of industry experience. He holds a Series 65 designation and has worked at several firms including SBMC Intellectual Property Law, Bluestone Venture Partners, Signia Capital, TCI Wealth, and Country Financial. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, not-for-profit plans, endowments, corporations, and other entities. The firm employs a long-term, diversified, asset-allocation approach that combines fundamental analysis with quantitative optimization, offering services such as financial planning, portfolio management, and family office consulting.

Patrick Kaiser is a financial advisor at Tucker Asset Management LLC with 23 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Tucker Asset Management, he worked at IAMS Wealth Management and Royal Fund Management, LLC. In addition to advisory work, he is an independent insurance agent offering annuities, life and health insurance products, as well as physical gold and silver. Tucker Asset Management serves individual and high-net-worth clients, foundations, trusts, estates, and charitable organizations. The firm employs a top-down macroeconomic asset-allocation process and offers discretionary investment management, financial planning, and retirement plan advisory through a network of independent investment adviser representatives.

Jessica Freiburg is a financial advisor at Avantax Planning Partners, Inc. with the PFS™ designation and two years of industry experience. She is also the managing partner of Sassetti LLC, a firm providing tax planning, audit, accounting, and advisory services. Freiburg serves as the treasurer for the Parks Foundation of Oak Park, where she manages budgeting and fundraising efforts, and volunteers as a mentor with the Illinois Wesleyan University Council for Women. Avantax Planning Partners provides investment advice and related planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs a model-based style allocation strategy overseen by an Investment Advisory Committee and offers tax-intelligent overlays and discretionary management with centralized trading and reporting.

Matthew Newton is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining Zacks, he worked in roles across logistics, education, and local government. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm combines quantitative and qualitative analysis through proprietary models and offers a wide range of strategies and investment vehicles, serving both direct clients and other advisers.

Anna Claire Martins is a financial advisor at SpiderRock Advisors, LLC with three years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for four years before joining BlackRock Investments in 2026. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, utilizing systematic, technical, and quantitative approaches with proprietary software to manage option-based hedges and yield-enhancing overlays. The firm serves a diverse client base including asset managers, family offices, pension funds, and private funds.

Richard Burridge is a CFA® charterholder with 25 years of industry experience. He currently works at Curi Capital, LLC and has been with RMB Capital Management, LLC since 2005. Curi Capital serves individuals and families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm manages approximately $9.83 billion using a long-term, fundamental, bottom-up approach to equity investing and a fundamental relative-value strategy for fixed income, supplemented by third-party managers and proprietary risk analysis.

Lazarus Goosby is a financial advisor at Northern Trust Securities, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Northern Trust Securities in 2022, he worked at Nuveen Asset Management and Nuveen Securities from 2020 to 2022, Robert W. Baird from 2019 to 2020, and Loop Capital Markets from 2010 to 2019. Outside of his advisory role, he is involved in several business activities, including electrical services, website development, and transportation. Northern Trust Securities, Inc. provides investment advisory and model-based managed account services to high-net-worth individuals and institutional clients. The firm uses a model-driven approach combining proprietary and third-party investment products, supported by platform technology and governance reviews.

Michael Cooney is a financial advisor with Calamos Wealth Management LLC, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at J.P. Morgan Securities Inc., Wells Fargo, Bank of America Private Bank, and NorthRock Partners. Calamos Wealth Management provides discretionary wealth management, financial planning, and institutional advisory services for high-net-worth individuals, family offices, endowments, private foundations, corporations, and retirement plans. The firm employs an investment process that emphasizes asset allocation, quantitative and qualitative evaluation, and ongoing monitoring, utilizing a mix of equities, fixed income, mutual funds, ETFs, and private funds.

Sean Philbin is a financial advisor at Zacks Investment Management, Inc. with two years of industry experience. He holds a Series 66 designation and has previous experience at firms including Wells Fargo Clearing Services, Cetera, Renaissance Financial, and TD Ameritrade. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm uses proprietary quantitative and qualitative models across a variety of investment strategies and also licenses indices and model portfolios to other advisers and sponsors.

Jake Eischens is a financial advisor with Curi Capital, LLC, holding CFP® and Series 65 licenses and possessing seven years of industry experience. His prior roles include positions at RMB Capital, the Comptroller of the Currency, and the University of North Dakota. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, employer retirement plans, institutions, and family offices. The firm employs a long-term, fundamental investment approach with a combination of proprietary strategies, third-party managers, and private funds.

Adam Erickson is a financial advisor at Northern Trust Securities, Inc. in Chicago, IL, holding Series 65 and Series 63 licenses with two years of industry experience. His prior roles include positions at Morgan Stanley and several smaller firms. Northern Trust Securities, Inc. is a wholly owned subsidiary of Northern Trust Corporation that serves high-net-worth individuals, retail investors, and institutional clients through discretionary portfolio management and a model-driven investment approach, offering a range of separately managed and strategist portfolios delivered via the Fidelity Managed Account Xchange platform.

Peter Steger is a ChFC® credentialed financial advisor with 43 years of industry experience, currently serving at Kingswood Wealth Advisors, LLC since 2019. His prior experience includes eight years at Cambridge Investment Research Advisors, Inc. He is active in various non-investment roles, including serving as president and board member of the Kappa Kappa Sigma Chi House Corporation and volunteering as a baseball coach at Loyola Academy. Steger also leads The Efficient Edge, a company focused on actuarial strategies for life insurance and holds a business development role specializing in life insurance products through International Legacy Solutions. Kingswood Wealth Advisors, LLC provides investment advisory and consulting services to a broad client base, including individuals, corporations, pension and ERISA plans, and institutional investors. The firm employs an open-architecture approach, tailoring strategies to clients’ objectives and risk tolerance while conducting due diligence and monitoring of third-party managers and sub-advisors.

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.

Adam Spector is a CFP® professional with nine years of experience in financial advising, currently with The Mather Group, LLC in Chicago, IL. He has been with The Mather Group since 2016 in various capacities. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customizable portfolios and leverages AI tools under human oversight to support market analysis and client communications.

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.

Jeffrey Layman is a CFA® charterholder based in Chicago, IL, with 26 years of industry experience. He has worked at Forvis Mazars Wealth Advisors, LLC since 2024 and previously spent 22 years with BKD Wealth Advisors, LLC. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, investment management, consulting, and family-office style services, managing approximately $12 billion in assets.

Kurt Yndestad is a financial advisor with IHT Wealth Management LLC in Chicago, IL, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His prior roles include positions at J.P. Morgan Chase Bank NA and J.P. Morgan Securities Inc. Yndestad has been with IHT Wealth Management and LPL Financial since 2019. IHT Wealth Management serves individual, corporate, and institutional clients, offering discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm employs a combination of fundamental value screening, quantitative optimization, and portfolio rebalancing, incorporating proprietary model portfolios and third-party managers tailored to clients’ objectives and risk tolerances.

Wayne Hoffman is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LBMZ Securities Inc, Zacks Investment Management, and Arrow Investment Advisors, LLC. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm combines quantitative and qualitative analysis using proprietary Zacks models and offers a range of strategies and investment vehicles across retail, institutional, and third-party distribution channels.