Golam Tanzim is a financial advisor at Plante Moran Financial Advisors in Chicago, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Deloitte, Wayne State University, Plante Moran, and Hantz Bank. Plante Moran Financial Advisors serves both individual and institutional clients, offering investment advisory, financial planning, and estate-planning services. The firm utilizes a variety of analyses and proprietary models to develop strategic asset allocations and manages a significant portfolio mix through discretionary and non-discretionary arrangements.

Stephen Weber is a financial advisor at VestGen Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Lake St, Raymond James & Associates, Inc., and J.P. Morgan Securities LLC. VestGen Advisors is a multi-team registered investment adviser managing approximately $3.47 billion for about 9,453 clients across 30 advisors. The firm serves individual and high-net-worth clients, offering discretionary and non-discretionary investment management, financial planning, wrap-fee programs, and retirement plan services, utilizing a combination of analytical methods and third-party managers to implement client portfolios.

Malinda Distefano is a financial advisor at Chicago Capital, LLC with 24 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at William Blair & Company from 2014 to 2018 before joining Chicago Capital in 2018. Chicago Capital provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, families, foundations, other registered investment advisers, and corporations. The firm uses an active management approach combining fundamental and technical research to build individualized portfolios and manages over $4.8 billion in client assets with a team of 11 advisors.

Alfonso Pizzo is a financial advisor at Northern Trust Securities, Inc. with three years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors and Perillo Service Center. Northern Trust Securities, Inc. serves high-net-worth individuals, retail investors, and institutional clients through discretionary portfolio management using model-driven, periodically rebalanced strategies that incorporate proprietary and third-party products via the Fidelity Managed Account Xchange platform.

Kimberly Spence is a CFA® charterholder with nine years of industry experience. She has worked at Merit Financial Advisors since 2026 and previously held roles at Savant Wealth Management, Savant Capital Management, and Huber Financial Advisors. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices and managing approximately $23.9 billion in assets. The firm offers coordinated wealth-management services, emphasizing long-term, diversified portfolios managed through centrally overseen models, with flexibility for advisor customization.

Scott Glazer is a financial advisor with B. Riley Wealth Advisors, Inc. in Chicago, IL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior work includes roles at RBC Capital Markets Corporation and Wunderlich Securities, Inc. He has been with B. Riley Wealth Management since 2016 and joined B. Riley Wealth Advisors in 2022. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets across 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs, financial planning, and retirement solutions through various program structures and both proprietary and third-party asset allocation models.

David Walz is a CFP® and holds a Series 65 license with 28 years of industry experience. He has worked at CGN Advisors, LLC since 2023 and previously spent 19 years at Arcadia Financial Strategies, Inc. Walz serves on the Board of Regents and Finance Committee at Concordia University Chicago. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs various asset-allocation strategies and offers services such as educational workshops, tax-return preparation, and pension consulting.

Peter Bach is a financial advisor at Curi Capital, LLC with 15 years of industry experience. He holds a Series 65 credential and has worked previously at RMB Capital Management LLC and Jacobus Wealth Management. Outside of his advisory role, he serves as managing partner of RGJ Company, LLP and general partner for several family investment partnerships that are clients of Jacobus Wealth Management. Curi Capital serves a range of clients including individuals, families, institutions, and charitable organizations, offering wealth management, asset management, retirement plan solutions, and family office services. The firm employs a long-term, fundamental investment approach combining in-house strategies and external managers while managing approximately $9.83 billion in assets.

Maria Ursu Roman is a CFP® credentialed financial advisor with seven years of industry experience. She has been with IHT Wealth Management LLC since 2019 and previously worked at LPL Financial, Symphony Financial, and Prospect Equities. Outside of her advisory role, she provides administrative support to IHT Wealth Management. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, offering discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm’s investment approach includes proprietary model portfolios, third-party managers, and a combination of fundamental value screening and quantitative optimization.

Daniel Schlesser Jr. is a financial advisor at LaSalle St. Investment Advisors, L.L.C. He holds a Series 66 designation and has one year of industry experience. Prior to joining LaSalle St., he worked at SageSure from 2021 to 2025 and Accenture from 2016 to 2021. Outside of his advisory role, he is involved in bookkeeping and accounting for commercial properties through LaSalle St. Services, LLC. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment approaches and manages a predominance of non-discretionary assets.

Thomas Baumgart is a financial advisor at Chesley, Taft & Associates, LLC with 11 years of experience at the firm. He holds the Series 65 designation and is based in Chicago, IL. Chesley, Taft & Associates serves primarily high net worth individuals and related entities, including trusts, IRAs, and family foundations, managing roughly $3.0 billion in client assets. The firm employs fundamental equity analysis and tailored asset allocation to build portfolios using individual equities, fixed income securities, mutual funds, and ETFs, offering multiple investment strategies and serving a diverse client base that includes pension and charitable organizations.

Gregory Tong is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and 20 years of industry experience. He has worked at LPL Financial since 2007 and joined IHT Wealth Management in 2017. Tong is based in Chicago, IL. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach combining fundamental stock selection with quantitative tools, diversified model portfolios, and option strategies, while offering discretionary asset management and ERISA fiduciary services through a network of approximately 153 advisors.

Veronica Smith is a CFP® with seven years of industry experience, currently serving as a financial advisor at IHT Wealth Management LLC and LPL Financial since 2021. Her prior roles include positions at Naviture, Principal Life Insurance Company, and Principal Securities. Before transitioning into finance, she worked in the education sector with the Perry and Urbandale Community School Districts. IHT Wealth Management serves a diverse client base including individuals, pension plans, charitable organizations, and corporate clients. The firm employs a blended investment approach using fundamental stock selection, quantitative tools, diversified model portfolios, and option strategies, supported by a network of approximately 153 advisors.

Wendy Kohl is a financial advisor with Concurrent Investment Advisors, LLC in Chicago, holding Series 63 and Series 66 designations and 12 years of industry experience. Her prior roles include positions at Raymond James Financial Services and BMR Retirement. She also maintains a financial advisory role at PURSHE KAPLAN STERLING INVESTMENTS. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, and financial planning services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets and employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and individual securities.

Joseph Hubert is a financial advisor with McAdam LLC in Chicago, IL, holding a Series 65 designation and six years of industry experience. Prior to his advisory role, he worked at Caffery's Pub and Starbucks and attended Marquette University. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to construct portfolios using mutual funds, ETFs, independent managers, and individual securities, offering a range of financial planning, investment management, and specialized strategies.

Ryan Mccain is a CFP® professional with 25 years of industry experience, currently serving at IHT Wealth Management LLC since 2017. He has also been associated with LPL Financial since 2007. Outside of his advisory roles, he manages a tax preparation and accounting business. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools to manage diversified portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of over 150 investment advisor representatives.

Douglas Swanson is a financial advisor with Lasalle St. Investment Advisors, L.L.C., holding a Series 65 designation and eight years of industry experience. He has been an officer at Zoller, Swanson & Co since 2007, where he is involved in tax preparation, and also serves as a financial coach focusing on prioritization of financial goals. Lasalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, employing asset-allocation models and a mix of mutual funds, ETFs, equities, fixed income, and options.

Thomas Schlipmann is a financial advisor at Curi Capital, LLC with 18 years of industry experience. He holds the Series 65 designation and has worked at RMB Capital Management, LLC since 2010. Based in Chicago, IL, Schlipmann’s career includes a long tenure at a notable investment management firm. Curi Capital serves individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm manages approximately $9.83 billion and employs a long-term, fundamental, bottom-up approach for equity strategies alongside a fundamental relative-value orientation for fixed income, combining in-house strategies with external managers and proprietary risk analysis tools.

Leah Hoagland is a financial advisor at Curi Capital, LLC in Chicago, IL, with 8 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Foreside Fund Services, LLC since 2018 while being with Curi Capital since 2014. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets for individuals, employer retirement plans, institutions, mutual funds, private funds, and family offices. The firm employs a long-term, fundamental investment approach with a bottom-up equity process and a relative-value focus in fixed income, combining proprietary strategies, third-party managers, and private funds.

Monica Campbell is a financial advisor at LaSalle St. Investment Advisors, L.L.C. She holds a Series 66 designation and has three years of industry experience. Her prior roles include positions at OSAIC and Securities America, Inc. Monica is based in Elmhurst, Illinois. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, managing a substantial portion of assets on a non-discretionary basis.