Christopher Kuipers is a financial advisor at Arete Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has been with Arete Wealth Advisors since 2023. Outside of his advisory role, Kuipers is a math teacher and middle school football coach at Holland Christian Schools. 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 a combination of advisor-driven and proprietary model allocations, and it integrates services across affiliated financial businesses and product channels.

Derrick Watts is a financial advisor with Packerland Brokerage Services, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining Packerland in 2020, he worked at Wunderlich Securities, Inc. from 2016 to 2019. Outside of his advisory role, he provides business development coaching and consulting to startups and small business owners, focusing on growth strategies, financial statements, projections, capital needs, and budgeting. Packerland Brokerage Services, Inc. serves individual and institutional clients—including high-net-worth individuals, trusts, corporations, and retirement plan sponsors—through a network of 176 advisors managing over $1.35 billion in assets. The firm offers financial planning, portfolio management, wrap-fee and unified managed account programs, and retirement-plan consulting, delivering investment solutions both directly and via third-party managers on the Hilltop/Hilltop-cleared Envestnet platform.

Arvin Weindruch is a financial advisor at Forum Financial Management, LP with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Harris Weindruch & Co. Ltd. for over four decades. Outside of his advisory role, he operates an accounting and consulting business as a sole proprietor. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also offers sub-advisory services and a turnkey asset management platform to independent RIAs, utilizing model portfolios primarily invested in DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

David Lennon is a financial advisor with Forum Financial Management, LP in Joliet, IL, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 31 years of industry experience and has been with Forum Financial Management and Purshe Kaplan Sterling Investments since 2013. Lennon is also the owner of Senesac & Lennon, Ltd., an accounting and tax services firm. 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, utilizing model portfolios primarily implemented with DFA mutual funds and ETFs following a Modern Portfolio Theory approach.

Andrew Baker is a CFA® charterholder with nine years of industry experience. He is currently with Curi Capital, LLC and has worked at RMB Capital Management LLC since 2008. Curi Capital serves individuals and families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental, bottom-up approach to equity and a relative-value orientation to fixed income, combining in-house strategies with external managers and proprietary risk analysis tools.

Levi Palomo is a financial advisor with Lasalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 licenses and bringing five years of industry experience. He has worked at firms including Osaic Advisory Services, Arbor Point Advisors, Securities America, and TD Ameritrade. Palomo also serves as a financial planner at Pillar Financial Advisors, LLC. 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 investment approaches, with a notable predominance of non-discretionary assets under management.

Ian Doll is a CFP® certificant and Series 65 licensee with 13 years of industry experience. He is currently associated with RMB Capital Management, where he has worked since 2012. Doll operates out of Chicago, IL. Curi Capital, LLC is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, retirement plans, institutions, mutual funds, private funds, and family offices. The firm employs a long-term, fundamental investment approach with a bottom-up process for equities and a relative-value focus for fixed income, using a combination of proprietary strategies, third-party managers, mutual funds, and private funds.

Mark Rodgers is a financial advisor with Concurrent Investment Advisors, LLC in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, BMR Retirement Group, Raymond James Financial Services, and Wells Fargo Clearing. Outside of advisory work, Rodgers is a 50% owner of Drai's 1512 LLC, which leases office space to BMR Retirement Group. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement advisory services to a broad client base, including individuals, families, trusts, businesses, and retirement plans. The firm employs a long-term investment approach with customized portfolios, serving clients through a network of approximately 161 advisors managing about $9.9 billion in assets.

Claire Davis is a financial advisor at The Mather Group, LLC in Chicago, IL, with four years of industry experience. Prior to joining The Mather Group, she worked at Kautex Textron and Miami University. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing combined financial planning, investment management, tax and estate planning guidance, and family office services. The firm uses an evidence-based investment approach with tax-synchronized portfolio construction and offers customization options such as direct indexing and ESG factor portfolios.

David Chase is a financial advisor with NewEdge Wealth in Chicago, holding a Series 66 designation and 17 years of industry experience. Prior to joining NewEdge Wealth and NewEdge Securities LLC in 2025, he worked at Wells Fargo Clearing and Wells Fargo Advisors from 2015 to 2025. He serves as a board member and finance committee member at Hinsdale Community House, where he advises on financial and investment matters. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional clients. The firm offers comprehensive advisory services with an investment process that emphasizes asset allocation, investor behavior, and a combination of model strategies, separately managed accounts, and alternative investments.

Brian Erickson is a financial advisor at IHT Wealth Management LLC with seven years of industry experience. He holds a Series 66 designation and has worked at IHT Wealth Management and LPL Financial, among other roles. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients through discretionary asset management, financial planning, and consulting services. The firm employs a blend of fundamental stock selection and quantitative tools within diversified model portfolios and offers proprietary wrap-fee programs through a network of approximately 153 advisors.

Michael Sullivan is a financial advisor with LPL Financial in Deer Park, IL, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Vestwell Advisors LLC, Raymond James Financial Services, USI Advisors, and OneAmerica, among others. He also provides investment advisory services through his independent firm, IHT Wealth Management, LLC. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a variety of investment and wealth management solutions.

Mark Weil is a CFP® and Series 65-licensed advisor with nine years of industry experience. He is currently with Dynamic and has previously worked at Strategic Wealth Partners. Weil owns seats on the Chicago Mercantile Exchange, which he rents out. Dynamic serves a broad range of clients including individuals, trusts, estates, charitable organizations, pension plans, and other registered investment advisers. The firm emphasizes a long-term, client-specific portfolio construction process and offers services such as portfolio management, financial planning, and sub-advisory support.

Andrew Pagoulatos is a financial advisor at LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Prior to joining LaSalle St. in 2024, he worked at Stifel Nicolaus & Co Inc for 11 years. He is also involved with LaSalle St. Insurance Services, focusing on fixed insurance. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to a range of clients, including individuals, trusts, pension plans, and charitable organizations. The firm offers both non-discretionary and discretionary asset management programs, emphasizing a predominance of non-discretionary assets.

Khai Le is a financial advisor with Capital Analysts who holds a Series 66 designation and has 27 years of industry experience. His prior work includes significant tenure at Valic Financial Advisors and roles at Lincoln Investment and Agia. Outside of advisory activities, he is a co-owner and silent partner in two boba tea shops. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management supported by an in-house investment research team, offering custom and model portfolios as well as access to third-party managers.

Paul Wehner is a financial advisor at Arax Advisory Partners with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Kingswood Capital Partners, Schechter Investment Advisors, and Coe Capital Management, among others. Wehner is also involved in private equity investing through Schechter Private Capital. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets, serving individual, high-net-worth, family office, institutional, and retirement plan clients. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation, with a notable use of performance-based fees and carried interest for certain investors and private funds.

Jeffrey Birch is a financial advisor at Kingsview Wealth Management, LLC with a Series 65 credential and over 14 years of experience in the financial services industry. His prior roles include positions at American Express, Rain City Capital, and JPMorgan Chase, as well as running his own consulting firm, JBirch Consulting. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services combining advisor-led planning with model-based and separately managed strategies, including internally sponsored ETFs and access to third-party managers.

Scott Ueckert is a financial advisor at The Mather Group, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Private Advisor Group, LLC and LPL Financial. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering comprehensive financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and integrates AI and machine-learning tools alongside human oversight in its processes.

Catherine Fortuna is a financial advisor at The Mather Group, LLC with 14 years of industry experience. She holds a Series 66 designation and previously worked at Bessemer Trust for nine years. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing comprehensive financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and offers customization options including ESG portfolios and concentrated stock management.

Matthew Fischer is a CFA® charterholder with 11 years of industry experience. He has been with Chicago Partners Investment Group LLC since 2011. Chicago Partners Investment Group LLC advises a diverse client base, including individuals, trusts, not-for-profits, endowments, and corporations. The firm employs a long-term, diversified investment approach with customized portfolios and offers services ranging from discretionary portfolio management to family-office reporting.