Daniel Riesmeyer is a CFP® professional with 14 years of industry experience, currently affiliated with IHT Wealth Management LLC since 2017 and associated with LPL Financial since 2012. He is based in Chicago, IL, and holds Series 63 and Series 65 licenses. IHT Wealth Management serves individuals, including high-net-worth clients, as well as corporate and institutional entities and retirement plan sponsors. The firm offers a range of services including discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements, employing a structured investment process that integrates value screening, quantitative optimization, and periodic rebalancing.

William Edwards Jr. is a financial advisor at Realta Investment Advisors, Inc. in Chicago, IL, holding Series 63 and Series 65 designations with four years of industry experience. His prior roles include positions at LBMZ Securities, Inc. and Zacks Investment Management, as well as over a decade at Zacks Investment Research. Realta Investment Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, pension and profit-sharing plans, and various institutional clients. The firm emphasizes individualized advice based on client goals and risk tolerance, utilizing diversified asset allocation strategies and offering platforms that include third-party manager programs and aggregation tools.

Craig Wenger is a CFP® professional with 22 years of industry experience, currently serving at Ausdal Financial Partners, Inc. since 2009. Prior to that, he worked at Financial Planning Consultants from 2000 to 2017. He also serves as treasurer for the Hawthorne Place Condo Association in Chicago. Ausdal Financial Partners manages over $2 billion in client assets and offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm provides a range of investment strategies through both discretionary and non-discretionary accounts and combines advisory, brokerage, and insurance services.

Eric Hrebic is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Forum Financial Management, LP since 2020. His prior experience includes roles at 606 Wealth Management, LLC and Lowery Asset Consulting. 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, managing approximately $9 billion in assets with a focus on model portfolios grounded in Modern Portfolio Theory.

Luke Hofsommer is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 66 designation and 11 years of industry experience. He has worked at LaSalle St. and affiliated entities since 2018 and previously was employed by Raymond James Financial Services and First National Bank. 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, utilizing a mix of mutual funds, ETFs, equities, fixed income, and options.

Brent Newcomb is a financial advisor at Northern Trust Securities, Inc. with three years of industry experience. He holds the CFP® and ChFC® designations. Prior to joining Northern Trust Securities in 2025, he worked at JPMorgan Chase Bank, NA and JPMorgan Securities LLC from 2023 to 2025. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer that serves high-net-worth individuals, retail investors, and institutional clients. The firm offers discretionary portfolio management through model-driven, periodically rebalanced portfolios combining proprietary and third-party investment products.

Chloe Fakhouri is a CFP® with five years of industry experience, currently serving as a financial advisor at JMG Financial Group Ltd in Downers Grove, IL. Prior to joining JMG Financial Group, she worked at Itasca Bank & Trust and was also employed by Depaul University. Outside of her financial advisory role, Chloe is a fitness instructor for Pike Lagree, a fitness center offering Lagree-style classes. JMG Financial Group provides comprehensive wealth management and consulting services to individuals, trusts, retirement plans, business entities, and charitable organizations. The firm employs a planning-based, long-term investment approach focused on strategic asset allocation and offers services including portfolio management, tax consulting, and access to private investment opportunities.

Patrick Crowley is a financial advisor at VestGen Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial, LLC for 19 years, followed by roles at Wealth Management Group, LLC and Private Client Services. Outside of his advisory work, he manages Crowley Family Farm LLC, a small commercial property in Illinois. VestGen Advisors is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients across 30 advisors. The firm serves individual and high-net-worth clients with a range of investment management and retirement plan services, utilizing a blend of analytical methods and third-party managers to implement client portfolios.

Sherry Salamone is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Oak Brook, IL, holding a Series 66 designation and 19 years of industry experience. She has been with CliftonLarsonAllen Wealth Advisors since 2016. CliftonLarsonAllen Wealth Advisors serves individuals, including high-net-worth clients, as well as corporate and institutional clients, providing wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm employs a strategic asset allocation approach through model portfolios overseen by an Investment Committee, integrating multidisciplinary planning in coordination with its parent firm, CliftonLarsonAllen LLP.

Joseph Fortunato is a financial advisor with HighPoint Planning Partners in Downers Grove, IL, holding the CFP® and ChFC® designations and securities licenses Series 63 and 66. He has 21 years of industry experience and previously worked at firms including Vantage Financial Partners Limited, HighTower Advisors LLC, and Guardian Life. 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 uses a diversified investment approach including mutual funds, ETFs, equities, debt securities, REITs, options, and third-party platforms.

Vincent Tunstall is a financial advisor with Northern Trust Securities, Inc. in Chicago, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. He has been with Northern Trust Securities since 2011 and previously worked at Northern Trust Bank from 2009 to 2018. Northern Trust Securities, Inc. provides investment advisory and model-based managed account services to high-net-worth individuals and institutional clients. The firm uses a model-driven approach combining proprietary and third-party investment products, supported by governance reviews and technology platforms to implement and rebalance portfolios.

Zak Sandeman is a financial advisor at LaSalle St. Investment Advisors, L.L.C. He holds the Series 66 designation and has three years of industry experience, including prior roles at VillageMD and Oranj. His background includes multiple positions with LaSalle St. Securities, LLC. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to a diverse client base, including individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, utilizing a range of asset classes and third-party managers.

Michael Smith is a financial advisor with HighPoint Planning Partners in Downers Grove, IL, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. He has been with HighPoint Planning Partners since 2016 and has been affiliated with LPL Financial since 2015. HighPoint Planning Partners serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management and financial planning, implementing portfolios through personal consultations and fundamental analysis across various asset classes, while utilizing third-party and LPL-sponsored platforms to provide consolidated advisory services.

Christopher Genzler is a CFP® professional with 41 years of industry experience, currently serving as an advisor at Forum Financial Management, LP since 2012. His prior experience includes work at Purshe Kaplan Sterling Investments, Inc. from 2012 to 2020. Outside of his advisory role, he is involved in nonprofit organizations focused on healthcare and medical education, holding leadership positions such as President of the Western Cook Chapter of the Illinois Continuity of Care Association and Treasurer and Director of the Board at BodyInsight. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, employing a Modern Portfolio Theory approach primarily with DFA institutional mutual funds and ETFs.

Shawn Wears is a financial advisor with Capital Analysts in Lombard, IL, holding the CFP® designation and Series 63 and 66 licenses. He has 19 years of industry experience, including roles at Lincoln Investment, Cambridge Investment Research Advisors, Guggenheim Investments, and Rydex Advisory Services. Outside of advising, he serves as the financial secretary for the McWhinney Benevolent Association, a community social club. Capital Analysts provides investment and retirement-plan services to a diverse client base, including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations, through a nationwide network of independent advisors and firm-managed programs. The firm offers both discretionary and non-discretionary portfolio management, utilizing a proprietary mutual-fund screening process and maintaining institutional relationships to support various investment solutions.

Seamus Kelly is a financial advisor with Chicago Partners Investment Group LLC, holding a Series 65 designation and beginning his industry career in 2024. Prior to joining Chicago Partners in 2025, he worked at UBS and has academic experience from the University of Chicago. Chicago Partners Investment Group serves a diverse client base, including individuals, trusts, endowments, corporations, and nonprofit plans. The firm employs a long-term, diversified investment approach with customized portfolios, utilizing fundamental analysis and strategies such as direct indexing and tax-loss harvesting.

Robert Mortimer is a CFP® with 49 years of industry experience, currently serving as a financial advisor at B. Riley Wealth Advisors, Inc. since 2022 and with B. Riley Wealth Management since 2010. He is based in Chicago, IL. Outside of his advisory role, he serves as Treasurer for a family-owned nonprofit corporation that manages a vacation property. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm provides a range of services including advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Paul Mangiardi is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, with 19 years of industry experience. His prior roles include positions at LBMZ Securities, IHT Wealth Management, and Charles Schwab. He holds Series 63 and Series 65 designations. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, and institutional clients. The firm combines proprietary quantitative models with qualitative portfolio management and offers a variety of strategies through its own and third-party wrap-fee and unified managed account programs.

Ben Petrie is a financial advisor at The Mather Group, LLC in Chicago, IL, with two years of industry experience. He holds a Series 65 designation and has been with The Mather Group since 2022. Prior to his current role, his work experience includes positions outside the financial industry. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm utilizes an evidence-based investment approach with risk-based allocation models and offers customizable portfolio options, including ESG portfolios and liability-matching bond ladders.

Marc Lawrence is a financial advisor at FourStar Wealth Advisors, LLC in Chicago, IL, holding a Series 65 designation with three years of industry experience. His career includes roles at Merino Wealth Management, Mark Brown State Farm, Ryan Whitson State Farm, Rosen Harwood, Citizens Bank of Fayette, and the University of Alabama. FourStar Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs both fundamental and technical analysis, managing portfolios with a variety of investment vehicles tailored to clients’ risk tolerance and time horizon.