Natalie Dymkowski is a financial advisor at New Edge Wealth in Chicago, IL, holding Series 63 and Series 65 licenses with four years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Charles Schwab, and Northwestern Mutual. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that emphasizes asset allocation and investor behavior, utilizing a combination of model strategies, separately managed accounts, and proprietary solutions across multiple asset classes.

Mark Powell is a CFP® professional with 25 years of industry experience, currently affiliated with LPL Financial and Highpoint Advisor Group dba OnPath Financial Group. He has been with both firms since 2014 and holds the Series 63 license. Outside of his advisory roles, Powell is involved with MP Financial Solutions Holdings, LLC, a business entity for tax and investment purposes, and is a commissioned notary. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of solutions from financial planning and model portfolios to third-party asset management, supported by an in-house research team and a platform accommodating various investment strategies and service combinations.

Andrew Kang is a financial advisor with Chicago Partners Investment Group LLC, holding Series 63 and Series 65 licenses and possessing eight years of industry experience. He has worked at Chicago Partners since 2020 and previously was employed by TD Ameritrade. Before entering the financial sector, he was involved with It's Boba Time and California State University Fullerton. Chicago Partners Investment Group LLC serves a diverse client base including individuals, trusts, nonprofits, endowments, and corporations. The firm employs a long-term, diversified investment strategy, offering customized portfolio management, financial planning, and specialized services such as family-office reporting and automated advisory programs.

Robin House is a financial advisor with 14 years of industry experience, currently with Alphastar Capital Management. He holds a Series 66 designation and has worked at firms including Savant Wealth Management and The Marshall Financial Group. Outside of advising, he owns Undiscovered College, a college consulting business. Alphastar Capital Management serves individual, corporate, and retirement plan clients with discretionary investment management, financial planning, and subadvisory services. The firm employs model portfolios and third-party technology to implement strategic and tactical investment approaches across a broad range of asset types.

Zachary Bittenbender is a financial professional at Northern Trust Securities, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Cetera and Jewel-Osco. His other business activities include providing financial services through North Star Resource Group. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven discretionary portfolio management using a range of proprietary and third-party investment products, with oversight through a governance process and regular account reviews.

Daniel Tresemer is a CFP® professional with 28 years of industry experience, currently affiliated with LPL Financial in St. Charles, IL. He has been with LPL Financial since 2007 and serves as a co-managing partner and branch manager at HighPoint Advisor Group, LLC, where he has worked since 2013. Tresemer is involved with OnPath Outreach, a for-profit board focused on charitable service initiatives. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of investment solutions supported by in-house research and combines advisory operations with non-advisory product offerings such as insurance and lending services.

Joshua Rauterkus is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Curi Capital, LLC in Denver, CO. Prior to joining Curi Capital, he worked at RMB Capital Management and Moneta Group Investment Advisors, LLC. He attended school full time for sixteen years before beginning his advisory career. Curi Capital serves a diverse client base including individuals, families, institutions, retirement plan sponsors, and charitable organizations. The firm manages approximately $9.83 billion using a long-term, fundamental investment approach that combines in-house strategies with external managers and proprietary risk analysis tools.

Dimitri Eliopoulos is a CFP® with 25 years of industry experience, currently serving at Curi Capital, LLC. He has worked with Curi Capital and its predecessor firms since 2010, including RMB Capital Management, LLC. Curi Capital provides wealth management, asset management, retirement plan solutions, and family office services to individuals, families, institutions, corporate clients, and charitable organizations. The firm manages approximately $9.83 billion and employs a long-term, fundamental investment approach that combines in-house strategies with external managers and proprietary risk analysis tools.

Paula Sauer is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 21 years of industry experience. She has been with Zacks & Company and Zacks Investment Management since 2004. 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 investment process combining quantitative and qualitative analysis, offering a wide range of strategies and serving both direct clients and third-party advisers through model portfolios and alternative funds.

Margherita Johnson is a CFP® with 24 years of industry experience, currently affiliated with Capital Analysts. She has worked with Lincoln Investment Planning, Inc. for 15 years and operates as an independent insurance agent selling life insurance, fixed annuities, and health, disability, and long-term care insurance. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, charitable organizations, and corporate clients, providing discretionary and non-discretionary portfolio management through various programs and access to third-party managers.

James Beran is a financial advisor with Sequent Planning, LLC who holds Series 63 and Series 65 licenses and has one year of industry experience. He has been associated with Sequent Planning since 2024 and also operates the James W Beran Insurance Agency Ltd, established in 2011, providing insurance products and services. Sequent Planning, LLC, doing business as Futurity First Wealth Management, is an SEC-registered investment adviser serving individuals, retirement plan sponsors, small to medium-sized businesses, endowments, and nonprofit organizations. The firm employs a structured risk framework and offers services including asset management, financial planning, fiduciary consulting, and retirement-plan management through a network of approximately 97 independent investment advisers.

Daniel Breier is a financial advisor at Forum Financial Management, LP with a Series 65 designation and has been in the industry since 2020. He previously worked at National Seed from 2006 to 2020. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory, primarily using institutional mutual funds and ETFs, and offers a range of portfolio management and advisory services including sub-advisory and back-office support for independent advisors and RIAs.

Leslie North is a CFP® with 15 years of industry experience, currently affiliated with HighPoint Planning Partners in Chicago, IL. She has worked with LPL Financial, LLC since 2013 and has been associated with HighPoint Advisor Group, LLC (also known as Stonebridge Wealth Advisors) since 2012. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $4.0 billion in client assets and employs a fundamental analysis approach to construct individualized investment policies across various asset classes.

Joel Foster is a financial advisor at Kingsview Wealth Management, LLC in Chicago, IL, holding a Series 66 designation with 14 years of industry experience. He has worked at Kingsview Wealth Management and Kingsview Partners since 2017 and was previously with Edward Jones from 2011 to 2017. 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 through advisor-led and model-based strategies, including proprietary ETFs and access to alternative investments.

Mark Stasik is a financial advisor at Ausdal Financial Partners, Inc. with 21 years of industry experience. He holds a Series 66 designation and has been with Ausdal since 2010. Outside of his advisory role, he is an independent insurance agent specializing in health, long-term care, term life, and universal life insurance, and he provides consulting in career and success coaching on a volunteer basis. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, with a range of discretionary and non-discretionary strategies using mutual funds, ETFs, equities, fixed income, and alternative products.

Kevin Spahn is a financial advisor at OnePoint BFG Wealth Partners with 31 years of industry experience. He holds the CFP® and ChFC® designations and has a long tenure with Northwestern Mutual, having worked there from 1993 to 2025 across various roles. Outside of his advisory work, he is involved in documenting life stories through Quintessence Legacy Planning, a non-investment-related business. OnePoint BFG provides customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a range of proprietary and third-party investment models, with most client assets managed on a discretionary basis.

Harrison Sommers is a CFP®-certified financial advisor with nine years of industry experience, currently practicing at Root Financial Partners since 2025. Prior to joining Root, he spent seven years at HighTower Securities, LLC and four years at Creighton University. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and retirement-plan clients. The firm emphasizes broadly diversified, passive investment strategies tailored to each client’s goals, risk tolerance, and tax situation, while also offering educational programs and specialized portfolio techniques when appropriate.

Nicholas Guido is a CFP® with 11 years of industry experience, currently serving at Chicago Partners Investment Group LLC since 2013. He also owns an insurance business based in Chicago. Chicago Partners Investment Group LLC advises a diverse client base, including individuals, trusts, nonprofits, and corporations, using a long-term, diversified investment approach with customized portfolios and a range of strategies such as direct indexing and tax-loss harvesting.

Thomas Davy is a CFP® with 55 years of industry experience and has been with Private Client Services, LLC since 2010. He holds a Series 63 license and is based in Oakbrook Terrace, Illinois. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm manages approximately $1.05 billion across more than 3,200 client accounts, offering financial planning, consulting, and portfolio management through a variety of investment platforms and both discretionary and non-discretionary management.

Todd Flynn is a financial advisor at McAdam LLC with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments and Madison Avenue Securities. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, investment management, and retirement-plan consulting, employing a multi-advisor platform with approximately $2.29 billion in discretionary assets under management.