Nathaniel Feit is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding a Series 65 designation with approximately 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 vehicles, and institutional clients, along with managing mutual funds and ETFs. The firm combines proprietary quantitative models with qualitative portfolio management and offers a broad range of strategies across multiple asset classes.

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.

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 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.

Scott Piggush is a financial advisor at HighPoint Planning Partners with 19 years of industry experience. He holds a Series 66 designation and has worked at HighPoint Advisor Group since 2018 and LPL Financial since 2015. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, and retirement plan advisory, constructing client investment policies through fundamental analysis and utilizing a range of investment vehicles and third-party platforms.

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.

Susan Penno is a PFS™ credentialed advisor with Avantax Planning Partners, Inc. in Oak Brook, IL, bringing two years of industry experience. She is also the owner of Sassetti, LLC, a tax and accounting firm where she provides tax compliance and planning services. Additionally, she serves as a successor trustee for her husband's revocable trust. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies and discretionary portfolio management, with an investment process overseen by an advisory committee.

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.

Ronald Shih is a financial advisor with Highpoint Planning Partners and holds the Series 63 and Series 65 designations. He has 40 years of industry experience and has worked at HighPoint Advisor Group since 2014, including roles with LPL Financial and Level Four Advisory Services. Highpoint Planning Partners serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and manages a wrap-fee program, implementing investment strategies that include mutual funds, ETFs, individual securities, REITs, and options.

Andrew Mccausland is a CFP® and ChFC® with 37 years of industry experience. He has been with Ausdal Financial Partners, Inc. since 2012 and also serves as President and Financial Advisor of The McCausland Group, where he provides financial planning, analysis, and advice. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment strategies and custodial platforms.

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.