Alexander Du Four is a financial advisor with The Mather Group, LLC in Chicago, IL. He holds a Series 65 designation and began his advisor career in 2026. Prior to joining The Mather Group, he worked with the Cleveland Cavaliers and has experience in educational and community settings including the University of Dayton, Benet Academy, and Notre Dame Parish. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customized strategies and incorporates AI and machine-learning tools under human oversight in its portfolio and client communications management.

William Powell is a financial advisor with Mariner Independent, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Fidelity Investments and Fidelity Personal and Workplace Advisors, where he worked for seven years. Powell is also involved with Fortitude Financial Partners, providing investment services through Mariner Platform Solutions. Mariner Independent serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm employs a network of investment adviser representatives who offer financial planning, portfolio management, retirement consulting, and access to alternative investments, utilizing both firm-built model portfolios and customized discretionary strategies.

Hugh Ketchie II is a financial advisor at Zacks Investment Management, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at both Zacks Investment Management since 2008 and LBMZ Securities Inc since 2011. 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 stock-ranking model focused on earnings-estimate revisions and offers a range of investment strategies and vehicles, operating across retail, institutional, and third-party channels.

Matthew Hilding is a financial advisor at IHT Wealth Management LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at DWS Distributors, Inc., BlackRock Investments, LLC, and DWS Scudder Distributors. Outside of his advisory role, he is the owner of Hilding Brothers LLC, an entity established to hold an investment in a real estate fund. 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 within diversified model portfolios and offers discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 investment adviser representatives.

Caitlyn Karl is a Series 66-licensed financial advisor with LaSalle St. Investment Advisors, L.L.C. in Elmhurst, Illinois, bringing nine years of industry experience. She previously worked at Merrill from 2016 to 2021 before joining LaSalle St. Investment Advisors and LaSalle St. Securities in 2021. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to a diverse client base, including individuals, trusts, estates, pension plans, and charitable organizations. The firm provides both non-discretionary and discretionary investment programs, emphasizing a predominance of non-discretionary asset management.

Nathaniel Feit is a financial advisor with Zacks Investment Management, Inc. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior roles include positions at High Tide Logistics, Glenview House, and the University of Missouri. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, pooled investment vehicles, and institutional clients. The firm combines proprietary quantitative models with qualitative portfolio management across various strategies and manages mutual funds and ETFs, offering retail wealth management and alternative investment approaches.

Luke Adam is a CFP® with six years of industry experience, currently serving as a financial advisor at Forum Financial Management, LP since 2019. Prior to joining Forum, he worked at Jones Lange Lasalle and Orbitz Worldwide. 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 acts as a sub-advisor and turnkey asset management platform for other independent RIAs, offering model portfolios and back-office services primarily using a Modern Portfolio Theory approach.

Danielle Dale is a financial advisor with Zacks Investment Management, Inc., holding Series 65 and Series 63 licenses and bringing nine years of industry experience. She has worked at Zacks Investment Management since 2017 and has been involved with LBMZ Securities, Inc. since 2016. Zacks Investment Management, Inc. provides discretionary investment management to individuals, trusts, estates, retirement plans, pooled investment vehicles, and institutional clients, acting as portfolio manager for mutual funds and ETFs. The firm employs a blend of proprietary quantitative models and qualitative portfolio management across various strategies and offers services through wrap-fee and unified managed account programs.

Matthew Dmytryszyn is a CFA® charterholder with seven years of industry experience. He is currently with Composition Wealth, LLC and previously worked at Telemus Capital, LLC and LaSalle Street Capital Management, LLC. Outside of his advisory role, he serves as Treasurer and board member of Bridge Communities, a nonprofit providing transitional housing to homeless families. Composition Wealth, LLC offers investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, trusts, businesses, and charitable organizations. The firm employs a primarily long-term investment approach using low-cost, diversified funds supplemented by individual securities and independent managers, and manages approximately $9.47 billion in discretionary assets.

James Coshun is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 36 years of industry experience. He has worked with LaSalle St. Securities, LLC since 2001. His professional credentials include Series 63 and Series 65 licenses. Outside of advising, he is involved in activities related to fixed annuities, life insurance, and long-term care insurance. 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 management programs and incorporates a mix of asset types, third-party manager oversight, and various advisory arrangements.

Joseph Spokas is a CFP® and PFS™ credentialed advisor with 38 years of industry experience. He has been with Forum Financial Management, LP since 2002 and is also involved with Pinnacle Wealth Management, LLC and Spokas & Associates CPAs LLC. Outside of his advisory roles, he serves on the board of Lithotype, a custom packaging materials company. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also acts as a sub-advisor and turnkey asset management platform for other independent RIAs, utilizing model portfolios primarily implemented with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Golam Tanzim is a financial advisor at Plante Moran Financial Advisors with one year of industry experience. He holds a Series 65 designation and has previous work experience at Deloitte, Wayne State University, Plante Moran, and Hantz Bank. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a range of private and institutional clients, including high-net-worth individuals, banks, insurance companies, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model and commonly utilizes third-party separate account managers and alternative investments.

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.

Scott Glazer is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at RBC Capital Markets, UBS Financial Services, and Citigroup Global Markets. B. Riley Wealth Advisors serves a diverse client base including individual investors, pension plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a variety of investment programs and financial planning services, managing approximately $4.21 billion in assets through a platform of about 173 advisors.

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 an advisor at LaSalle St. Investment Advisors, L.L.C., holding a Series 66 designation with one year of industry experience. His prior work includes roles at SageSure and Accenture. Outside of advising, he performs bookkeeping and accounting for commercial properties through LaSalle St. Services, LLC. 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 management, including third-party manager selection and written financial plans, with a notable emphasis on non-discretionary assets.