Jordan Layer is a CFP® and ChFC® with 25 years of experience in the financial services industry. He is currently an advisor at VestGen Advisors, LLC and has held roles at Resources Investment Advisors, Triad Advisors, Penn Mutual Life Insurance, and Hornor Townsend & Kent. Layer is also licensed as an insurance agent. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients, offering discretionary and non-discretionary investment management, financial planning, and retirement plan services using a combination of analytical methods and third-party managers.

Madeline Holley is a financial advisor at B. Riley Wealth Advisors, Inc. with eight years of industry experience. She holds a Series 66 designation and has worked at firms including National Securities Corporation and B. Riley Wealth Management. Her background also includes roles at the University of Illinois and its Office of Government Relations. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporate clients. The firm offers multiple investment programs and manages approximately $4.21 billion in client assets through a team of about 173 advisors.

David Bolanos is a financial advisor at VestGen Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial LLC, Wealth Management Group, LLC, and Private Client Services. VestGen Advisors is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients, offering discretionary and non-discretionary investment management, financial planning, and retirement plan services, utilizing a range of analytical methods and third-party managers to implement portfolios.

Jeannette Adcock is a financial advisor with Thurston Springer Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked at David A. Noyes & Company since 2017 and previously spent 13 years at Wayne Hummer Investments. Thurston Springer Advisors serves a diverse client base including high-net-worth individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and sub-advisory services. The firm employs a range of investment strategies such as Tactical Momentum and Earnings Momentum, combined with fundamental and technical analysis, and manages accounts primarily on a discretionary basis.

Richard Debruin III is a financial advisor at HighPoint Planning Partners with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked with HighPoint Advisor Group, LLC and LPL Financial since 2013. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $4 billion in client assets and employs a fundamental analysis-driven investment approach across various asset classes and custodial platforms.

Conner Tilmon is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Mutual of Omaha Investor Services, he worked at Mutual of Omaha Insurance Company and has experience in hospitality roles, including positions at Epic Valet, We-Ko-Pa Golf Resort, and Rockford Country Club. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform with Envestnet and uses Pershing as custodian, operating alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Pavlo Yanytskyy is a financial advisor at HighPoint Planning Partners with three years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and LPL Financial. Outside of his advisory role, he is involved with Opewek Inc, where he has been active since 2021. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm manages approximately $4.0 billion in client assets and employs fundamental analysis to construct individualized investment policies across a range of securities and program solutions.

Luis Sepulveda is a financial advisor with B. Riley Wealth Advisors, Inc. in Chicago, IL, holding a Series 63 designation and 34 years of industry experience. His career includes roles at Stifel, National Securities Corporation, National Asset Management, and B. Riley Wealth Management. He is also involved in health and life insurance sales through a related affiliated business. B. Riley Wealth Advisors provides investment advice and portfolio management to individual clients, pension plans, trusts, charitable organizations, and corporate clients. The firm offers multiple program options, including internally managed models and third-party managed accounts, overseeing approximately $4.21 billion in client assets.

Jason Balogh is a CFP® professional with six years of experience in financial services. He is currently with OnePoint BFG Wealth Partners and has previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Outside of advising, he may earn commissions from insurance product sales. OnePoint BFG Wealth Partners offers customized financial planning and wealth management to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a combination of proprietary investment models, third-party managers, and custodian-sponsored programs, with most assets managed on a discretionary basis.

Benjamin Weinberger is a CFP®-designated financial advisor with Capital Analysts, bringing four years of industry experience. His prior roles include positions at Lincoln Investment, Cetera, and self-employment ventures. Outside of advisory work, he provides insurance services related to life and long-term care products. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management through various programs and access to third-party managers. The firm employs an in-house investment research team and offers automated rebalancing, tax-aware options, and a range of client agreement structures.

Frank Lanza is a financial advisor at Zacks Investment Management, Inc. with 24 years of industry experience. He holds a Series 65 designation and has been with Zacks and its affiliated firms since 2008. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, estates, retirement plans, charitable and corporate entities, and institutional investors. The firm combines quantitative and qualitative analysis using proprietary models centered on earnings-estimate revisions and offers a wide range of strategies and investment vehicles across retail, institutional, and third-party distribution channels.

Scott Schwartz is a CFP® with eight years of experience and is currently an advisor at Plante Moran Financial Advisors in Chicago. His prior work includes roles at the Michigan Export Growth Program and Michigan State University. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth and non-high-net-worth individuals, as well as banks, trusts, estates, charitable organizations, and other business entities. The firm uses a combination of fundamental, technical, and cyclical analyses alongside a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.

Amy Marker is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 66 designations and over 30 years of industry experience. Her prior roles include positions at Edward Jones and Northern Trust. She has worked at Ausdal Financial Partners in two separate tenures totaling nine years. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a variety of investment services and tailors strategies to client objectives, utilizing multiple custodians and integrating third-party managers in its solutions.

Joann Seagren is a financial advisor at Chicago Capital, LLC with 16 years of industry experience. She holds a Series 65 designation and has previously worked at JAG Capital Management LLC, CIBC Private Wealth Advisors, Inc, and Geneva Advisors, LLC. Chicago Capital provides discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, high-net-worth clients, families, foundations, other registered investment advisers, and corporations. The firm employs an active management approach combining fundamental and technical research to create individualized portfolios across various asset classes, focusing on long-term portfolio value and risk mitigation.

Christian Luna is a financial advisor at Maia Wealth with four years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including Wealth Watch Advisors and Senior Solutions LLC. Luna has also served in the United States Naval Reserve. Maia Wealth provides investment advisory and financial planning services to individuals, trusts, estates, and businesses, offering both discretionary and non-discretionary portfolio management. The firm uses a variety of analytical approaches with a long-term focus and coordinates estate-planning and tax services through third-party specialists.

George Clougher is a financial advisor at Virtue Capital Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at OneAmerica Securities, Red Oak Risk Management, Praxis Capital Management, and Safe Money Concepts. Outside of advisory work, he is involved in non-variable insurance sales, including fixed life and fixed annuities. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, third-party manager selection, ERISA consulting, and a financial education course for pre-retirees, employing a model-driven investment approach that uses quantitative optimization and proprietary economic data inputs.

Ali Carmen is a financial advisor with Northern Trust Securities, Inc. in Chicago, IL. He holds Series 63 and Series 66 designations and has 25 years of industry experience, including 11 years with Northern Trust Securities. 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 delivered via the Fidelity Managed Account Xchange platform.

Koffi Toulaboe is a financial advisor at Zacks Investment Management, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill, Financial Management Systems, and Astra Bank. Zacks Investment Management, Inc. provides discretionary investment management to individuals, trusts, retirement plans, and institutional clients, offering a range of strategies that combine proprietary quantitative models with qualitative portfolio management. The firm manages mutual funds and ETFs and distributes strategies through wrap-fee and unified managed account programs.

Allan Kaplan is a financial advisor with M Holdings Securities, Inc., holding the ChFC® designation and Series 63 license, and has 38 years of industry experience. He has worked at M Holdings Securities since 2001 and previously at New Century Planners and The Robinson Financial Group, Inc. Kaplan serves as a trustee for Lake Forest Academy, a private high school in Illinois. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves individual, corporate, and retirement plan clients through a nationwide network of advisors. The firm offers a range of advisory services including investment management, retirement plan consulting, financial planning, and sub-advisory services, utilizing multiple sponsored platforms and third-party managers.

Brian Rippel is a financial advisor with Northern Trust Securities, Inc. in Chicago, IL, holding Series 63 and Series 66 licenses and with 14 years of industry experience. He has been with Northern Trust Securities since 2015 and is also involved as a bartender at The Globe Pub in Chicago. Northern Trust Securities, Inc. is a multi-team firm that provides discretionary portfolio management primarily for high-net-worth individuals, retail investors, and institutional clients through model-driven, wrap fee programs delivered on the Fidelity Managed Account Xchange platform.