Oscar Cantu is a financial advisor with JMG Financial Group Ltd, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has worked at JMG Financial Group since 2019 and previously spent 20 years at Charles Schwab, including Charles Schwab Bank. JMG Financial Group provides wealth management, portfolio management, and financial consulting to individuals, trusts, retirement plans, business entities, and charitable organizations. The firm uses a planning-based, long-term investment approach emphasizing strategic asset allocation and employs a range of investment vehicles including ETFs, mutual funds, individual equities, and alternative investments.

Robert Balfour is a financial advisor at New Edge Wealth in Chicago, holding Series 63 and Series 65 credentials with 11 years of industry experience. He previously worked at Wells Fargo Clearing for nine years before joining New Edge Wealth and NewEdge Securities LLC in 2025. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, family offices, foundations, trusts, and other institutional clients. The firm offers wealth strategy, financial planning, portfolio management, and institutional consulting, utilizing a combination of independent managers, model strategies, and technology tools including AI-assisted analytics.

Noah Rife is a financial advisor at Zacks Investment Management, Inc. with 12 years at the firm and a total of 7 years of industry experience. He holds the Series 65 designation and is based in Chicago, IL. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, pooled investment vehicles, and institutional clients, serving as portfolio manager to mutual funds and ETFs. The firm combines proprietary quantitative models with qualitative portfolio management across a range of strategies and offers retail wealth management, alternative investment strategies, and model portfolios through various platforms.

Matthew Van Dusen is a Series 65 licensed financial advisor with two years of industry experience. He is currently with Chicago Partners Investment Group LLC and has prior experience at Renaissance, Union Pacific, and Vineyard Vines. He also worked at Creighton University and Regis Jesuit High School during earlier years. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, not-for-profits, corporations, and other entities, offering financial planning, portfolio management, and consulting services. The firm employs a long-term, diversified, asset-allocation approach integrating fundamental and quantitative analysis across various investment vehicles.

Mark Johnson is a financial advisor at VestGen Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Optimum Investment Advisors, LLC since 2015 before joining VestGen in 2025. 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 with services including investment management, financial planning, wrap-fee programs, and retirement plan solutions, employing a mix of analytical methods and third-party managers to implement client portfolios.

William Fates is a financial advisor with Forum Financial Management, LP, holding Series 65 and Series 66 licenses and bringing 16 years of industry experience. He is also a Certified Public Accountant and serves as a director at Fates, Bodily & Parker PLLC, providing accounting, tax, and financial planning services. His prior work includes over 30 years at Mcbeath Fates & Ivers PC. Forum Financial Management, LP offers fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients, and acts as a sub-advisor and turn-key asset management platform for other RIAs. The firm manages portfolios primarily using DFA institutional mutual funds and ETFs within a Modern Portfolio Theory framework and supports its platform through a technology affiliate.

Kailan Patel is a financial advisor at The Mather Group, LLC, holding a Series 65 designation. Patel has one year of industry experience with previous roles at World Financial Group and Newline Financial, as well as a brief experience in the food service industry at So'Bella Cucina. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, and corporations by offering integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and utilizes AI and machine-learning tools alongside human oversight in its processes.

Daniel Jacobs is a financial advisor at The Mather Group, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Morgan Stanley and several other firms. His background also includes various roles at the University of Michigan. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing comprehensive financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and offers customization options such as direct indexing and ESG portfolios.

Joseph Alagna is a financial advisor with Ausdal Financial Partners, Inc. in Arlington Heights, IL, holding Series 63 and Series 65 credentials and with 33 years of industry experience. He has been with Ausdal Financial Partners since 2009. Outside of his advisory work, he serves as president of Weber Highschool Alumni, Inc., a nonprofit that provides scholarships to deserving students. Ausdal Financial Partners manages approximately $2.13 billion in client assets through a network of about 152 advisors, offering investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm provides both discretionary and non-discretionary investment strategies across a range of asset types, and maintains dual broker-dealer and insurance activities.

Darren Anderson is a CFP® with 27 years of industry experience, currently with Northern Trust Securities, Inc. in Chicago, where he has worked since 2002. He holds a Series 63 license. Northern Trust Securities, Inc. is a multi-team firm serving high-net-worth individuals, retail investors, and institutional clients with discretionary portfolio management through a wrap fee program. The firm employs a model-driven approach to portfolio management, utilizing a range of proprietary and third-party investment products and offering brokerage and custody services through an affiliated clearing firm.

John Wills is a CFP® professional with 15 years of industry experience, currently serving at Highpoint Planning Partners. He has held roles at HighPoint Advisor Group, LPL Financial, and Level Four Advisory Services. Outside of his advisory work, he is also active as a musician. HighPoint Advisor Group serves a diverse clientele including high-net-worth individuals, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, comprehensive financial planning, and retirement plan advisory, employing fundamental analysis and a variety of investment vehicles to tailor portfolios.

John Bouska is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Avenue Logistics and the University of Missouri. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm employs a proprietary investment process combining quantitative and qualitative analysis, offering a range of strategies and serving both direct clients and third-party advisers through model portfolios and indices.

David Lewis is a CFA® charterholder with eight years of industry experience. He has worked at Oxford Financial Group, Ltd. since 2017 and previously spent nine years with William Blair & Co., LLC. Lewis serves as an Oxford Investment Fellow and participates on Limited Partner Advisory Committees for certain investment funds without compensation. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, institutional clients, trusts, foundations, and closely held businesses. The firm provides family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments, using a diversified asset allocation approach across public and alternative asset classes.

Matthew Mcbroom is a CFP® professional at Aaron Wealth Advisors with 12 years of industry experience. His prior roles include positions at SBC Wealth Management and UBS Financial Services. He is also the managing member of LJM, LLC, an inactive real estate holding company. Aaron Wealth Advisors serves high-net-worth and institutional clients such as business owners, entrepreneurs, multi-generational families, and family offices. The firm offers discretionary and non-discretionary portfolio management and standalone financial consulting, utilizing an outsourced platform to access third-party managers while maintaining client advisory relationships.

Trent Warren is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Pure Financial Advisors, LLC. He previously worked at Fairhaven Wealth Management and Triad Advisors, Inc. Warren maintains involvement in fixed annuity and life insurance sales through Ash Brokerage and Penn Mutual. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11.05 billion in assets for individual and high-net-worth clients. The firm emphasizes a financial-planning-centered approach using modern portfolio theory and tax-aware asset location, with portfolios managed primarily on a discretionary basis across various asset classes.

Cooper Fitz is a CFP® professional with one year of experience currently affiliated with SEIA in Chicago, IL. His prior experience includes roles at Kovitz Investment Group Partners, LLC, and Focus Partners Wealth, LLC. SEIA serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional clients through a multi-team advisory platform. The firm utilizes a combination of strategic macro asset allocation and tactical adjustments, offering both discretionary and non-discretionary investment management alongside comprehensive financial planning and consulting services.

William Reap is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Wells Fargo, Raymond James, and Next Retirement Solutions. He is also involved as the owner of GRH Wealth Management LLC, a holding company. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm operates at enterprise scale with approximately 161 advisors managing about $9.9 billion in client assets, employing a long-term investment approach with customized portfolios.

Natalya Christy is a CFP® professional at The Mather Group, LLC with five years of industry experience. She has been with The Mather Group since 2017 and previously held roles at the University of Illinois at Urbana-Champaign in the Department of Economics. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by combining financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach featuring risk-based allocation models and customized portfolio strategies, supported by AI and machine-learning tools alongside human oversight.

Paul Joyaux is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Curi Capital, LLC. He has worked at RMB Capital Management, LLC since 2005. Curi Capital serves a diverse client base including individuals, families, institutions, retirement plan sponsors, and charitable organizations. The firm employs a long-term, fundamental investment approach combining in-house strategies and external managers, managing approximately $9.83 billion across various account types.

Michael Kuipers is a financial advisor at Associated Investment Services, Inc. in Chicago, IL, holding Series 63 and Series 65 designations with 26 years of industry experience. He has been with Associated Investment Services since 2015. Associated Investment Services, Inc. provides advisory and brokerage services mainly to individual investors, as well as to small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, operating primarily on a non-discretionary basis across approximately $1.169 billion in regulatory assets under management.