John Wills is a CFP® professional with 15 years of industry experience, currently serving at Highpoint Planning Partners. He has held roles at HighPoint Advisor Group, LPL Financial, and Level Four Advisory Services. Outside of his advisory work, he is also active as a musician. HighPoint Advisor Group serves a diverse clientele including high-net-worth individuals, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, comprehensive financial planning, and retirement plan advisory, employing fundamental analysis and a variety of investment vehicles to tailor portfolios.

John Bouska is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Avenue Logistics and the University of Missouri. 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 range of strategies and serving both direct clients and third-party advisers through model portfolios and indices.

David Lewis is a CFA® charterholder with eight years of industry experience. He has worked at Oxford Financial Group, Ltd. since 2017 and previously spent nine years with William Blair & Co., LLC. Lewis serves as an Oxford Investment Fellow and participates on Limited Partner Advisory Committees for certain investment funds without compensation. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, institutional clients, trusts, foundations, and closely held businesses. The firm provides family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments, using a diversified asset allocation approach across public and alternative asset classes.

Matthew Mcbroom is a CFP® professional at Aaron Wealth Advisors with 12 years of industry experience. His prior roles include positions at SBC Wealth Management and UBS Financial Services. He is also the managing member of LJM, LLC, an inactive real estate holding company. Aaron Wealth Advisors serves high-net-worth and institutional clients such as business owners, entrepreneurs, multi-generational families, and family offices. The firm offers discretionary and non-discretionary portfolio management and standalone financial consulting, utilizing an outsourced platform to access third-party managers while maintaining client advisory relationships.

Trent Warren is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Pure Financial Advisors, LLC. He previously worked at Fairhaven Wealth Management and Triad Advisors, Inc. Warren maintains involvement in fixed annuity and life insurance sales through Ash Brokerage and Penn Mutual. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11.05 billion in assets for individual and high-net-worth clients. The firm emphasizes a financial-planning-centered approach using modern portfolio theory and tax-aware asset location, with portfolios managed primarily on a discretionary basis across various asset classes.

Cooper Fitz is a CFP® professional with one year of experience currently affiliated with SEIA in Chicago, IL. His prior experience includes roles at Kovitz Investment Group Partners, LLC, and Focus Partners Wealth, LLC. SEIA serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional clients through a multi-team advisory platform. The firm utilizes a combination of strategic macro asset allocation and tactical adjustments, offering both discretionary and non-discretionary investment management alongside comprehensive financial planning and consulting services.

William Reap is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 19 years of industry experience. His career includes roles at PKS Investments, Raymond James, Wells Fargo, and Wachovia Securities. He is also involved as an owner of GRH Wealth Mgmt LLC, a holding company. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios using ETFs, mutual funds, individual securities, and alternative investments, supported by a network of approximately 286 advisors.

Natalya Christy is a CFP® professional at The Mather Group, LLC with five years of industry experience. She has been with The Mather Group since 2017 and previously held roles at the University of Illinois at Urbana-Champaign in the Department of Economics. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by combining financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach featuring risk-based allocation models and customized portfolio strategies, supported by AI and machine-learning tools alongside human oversight.

Paul Joyaux is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Curi Capital, LLC. He has worked at RMB Capital Management, LLC since 2005. Curi Capital serves a diverse client base including individuals, families, institutions, retirement plan sponsors, and charitable organizations. The firm employs a long-term, fundamental investment approach combining in-house strategies and external managers, managing approximately $9.83 billion across various account types.

Michael Kuipers is a financial advisor at Associated Investment Services, Inc. in Chicago, IL, holding Series 63 and Series 65 designations with 26 years of industry experience. He has been with Associated Investment Services since 2015. Associated Investment Services, Inc. provides advisory and brokerage services mainly to individual investors, as well as to small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, operating primarily on a non-discretionary basis across approximately $1.169 billion in regulatory assets under management.

Wilfredo Miranda is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been self-employed since 2010. Outside of his advisory work, he serves as an elder and trustee at Palmetto Baptist Church in Miami, Florida. Ausdal Financial Partners manages approximately $2.13 billion in client assets through a network of 152 advisors, offering investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm provides both advisory and brokerage services, including access to third-party money managers and licensed insurance products.

Thomas Levinson is a financial advisor at Apella Wealth with 11 years of industry experience. He holds a Series 65 designation and has previously worked at Park Piedmont Advisors LLC and currently manages Money & Meaning, LLC, a business providing education and coaching to high net worth families on complex life and business transitions. Apella Wealth serves a diverse client base including individuals, retirement plan sponsors, and institutions, offering model-driven, quantitative investment management and financial planning services. The firm employs a range of strategies and integrates various third-party technologies to customize and monitor client portfolios.

David Smith Jr. is a financial advisor at Ausdal Financial Partners, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Intervest International Equities Corp and Intervest International Inc from 2015 to 2024. 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 about 152 advisors. The firm provides investment advisory programs, retirement plan services, and financial planning to a diverse client base including individuals, trusts, corporations, pension plans, and charitable organizations.

Christopher Bach is a CFA® charterholder with 11 years of industry experience. He has been with RMB Capital Management since 2014. He is based in Bloomington, MN. Curi Capital serves a diverse client base including individuals, families, institutions, retirement plan sponsors, charitable organizations, and pooled investment vehicles. 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.

Christopher Clepp is a financial advisor with ON Investment Management CO in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at The O. N. Equity Sales Company since 2014 and Ohio National Financial Services since 2012. In addition to his advisory role, he serves as an independent contractor involved in the sale of fixed life and annuity products and acts as an insurance agent specializing in life, disability, and long-term care insurance solutions. ON Investment Management Company (ONIMCO) is a SEC-registered investment adviser and a subsidiary of The O.N. Equity Sales Company that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of services including comprehensive and modular financial plans, access to third-party investment programs, and manages both discretionary and non-discretionary client accounts through a mix of advisory relationships and third-party managers.

Michael Lynch is a CFP® professional with 35 years of experience in the financial services industry. He is currently with Highpoint Planning Partners and has a history of working with Highpoint Advisor Group, LLC, LPL Financial, LLC, and operates his own entity, Mike Lynch, Inc. Lynch holds Series 63 and Series 65 licenses and has been active in these roles since at least 2009. He is also a commissioned notary public. HighPoint Advisor Group 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 wrap-fee programs, employing fundamental analysis and a range of investment vehicles including mutual funds, ETFs, equity and debt securities, REITs, and options.

Nandan Shah is a financial advisor with Arete Wealth Advisors, LLC, holding Series 63, 65, and 66 licenses and 18 years of industry experience. His prior roles include positions at Cura Wealth Advisors, IHT Wealth Management, and LPL Financial, among others. Outside of advisory work, he is a non-practicing attorney and a co-founder and COO of an enterprise SaaS platform focused on deception and truth analysis. 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 employs both advisor-driven and proprietary rule-based model allocations, utilizes third-party sub-advisers, and offers a range of portfolio management and consulting services.

Gordon Chisholm is a financial advisor with ValMark Advisers, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with ValMark Securities, Inc. since 2011. Outside of his advisory role, he serves on the advisory council for the nonprofit World Bicycle Relief and is a member of the Forbes Business Council, where he participates in marketing events and publishes articles. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients through a network of representatives. The firm focuses on diversified, goal-based model portfolios and asset allocation, utilizing a range of mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing overseen by its investment committee.

Hannah Bryant is a CERTIFIED FINANCIAL PLANNER™ professional with nine years of industry experience. She currently works at Savvy and previously held roles at Savant Wealth Management and Basil Financial Group. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment plans along with active equity portfolios and tax-aware direct indexing, integrating third-party sub-advisers, fintech tools, and in-house tax preparation and estate-planning support.

Sandra Crook is a financial advisor at Brookwood Investment Group with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors and Belpointe Asset Management. In addition to her advisory role, she is involved with Brookwood Insurance Group, where she is a licensed insurance producer focusing on fixed insurance products. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a range of investment strategies and maintains multiple affiliated businesses alongside a network of proprietary partner offices.