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.

Eric Fields is a financial advisor with NFSG Corporation, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with NFSG Corporation and NewBridge Securities Corporation since 2010. Outside of his advisory role, he is involved with H&B Fields Inc., a distribution and delivery business. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm provides tailored portfolio management and financial planning using a range of investment strategies and often employs third-party asset managers to meet client objectives.

Jeffrey Lasky is a financial advisor at Latitude Advisors, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Latitude Advisors and GWN Securities since 2009. In addition to his advisory role, he is an independent insurance agent specializing in fixed and health insurance and owns Jeffrey Lasky Financial Services LLC, a holding company for his related activities. Latitude Advisors serves individual and business clients, providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental and quantitative analysis, managing most client relationships on a discretionary basis.

David Zoller is a financial advisor with Lifeworks Advisors, LLC, holding a Series 66 credential and 16 years of industry experience. He previously worked at LaSalle St. Investment Advisors, LLC for 15 years and has been involved with Streamline Financial Services and Zoller, Swanson and Company since 2009. Outside of his advisory work, Zoller is engaged in tax preparation and runs educational platforms including a YouTube channel and blog focused on retirement planning and financial strategies. Lifeworks Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, and businesses, offering wealth management, financial planning, and retirement plan advisory services. The firm combines a planning-based tranche framework with a risk-based investment approach, utilizing diversified funds, third-party managers, and quantitative analysis, while maintaining integrated tax and accounting capabilities uncommon among multi-team advisors.

Alexandra Furlong is a financial advisor at Northern Trust Securities, Inc. with 11 years of industry experience. She holds a Series 66 designation and has worked at Northern Trust Securities since 2017, with prior experience at PNC Investments, PNC Bank, and Ausdal Financial Partners. 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 through Separately Managed Accounts and other structured portfolios delivered via the Fidelity Managed Account Xchange platform.

Robert Marchese is a financial advisor at Curi Capital, LLC in Chicago, IL, holding Series 63 and Series 65 licenses with eight years of industry experience. He previously worked at RMB Capital Management LLC and Far Horizons Capital LLC. Outside of his advisory role, he has served as a consultant in investment consulting and client service for Capital Resource Management, Inc. Curi Capital serves individuals, families, institutions, retirement plan sponsors, and charitable organizations, managing approximately $9.83 billion across various investment vehicles. The firm employs a long-term, fundamental investment approach and combines in-house strategies with external managers to provide wealth management, asset management, and retirement plan solutions.

Todd Morgan is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Elmhurst, IL. He holds Series 63 and Series 65 designations and has 42 years of industry experience. Morgan has been with La Salle St. Securities, Inc. since 1997. 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 investment approaches and manages a substantial amount of non-discretionary assets relative to discretionary.

Brent Novoselsky is a financial advisor at Alera Investment Advisors, LLC with 31 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His career includes roles at OSAIC, Triad Advisors, GCG Financial, and Securian Financial Services. Outside of his advisory work, he serves as co-chair of the scholarship program for Bnai Brith Sports Lodge, participates as vice president of the former NFL Players Association Chicago chapter, and acts as an ambassador for American Football in Israel. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, families, businesses, and institutions. The firm employs a long-term investment approach using internal management, affiliate platforms, and independent managers, while offering ERISA-focused services for retirement plans.

Austin Whittington is a CFP® with seven years of industry experience, currently serving as an advisor at McAdam LLC since 2018. His prior work includes roles at Hilliard Lyons and First Harrison Bank, as well as a period at Indiana University. 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, implementing portfolios primarily through fundamental analysis and a diversified allocation approach tailored to client risk tolerance and objectives.

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.

Michael Chandler is a financial advisor with World Equity Group, Inc., holding Series 65 and Series 63 credentials and over 33 years of industry experience. He has been with World Equity Group since 2014 and also serves as president of Dogwood Capital Management, LLC. Chandler is a board member of the Karen Chandler Trust, which assists cancer patients with fundraising and support, and was appointed to the Board of Trustees at Fayetteville Technical Community College. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, institutions, and business entities through managed portfolios and advisory programs that integrate discretionary portfolio management, financial planning, and access to third-party money managers.

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 financial advisor at LaSalle St. Investment Advisors, L.L.C. with nine years of industry experience. She holds a Series 66 designation and previously worked at Merrill and Forero-Pearson. Karl has been with LaSalle St. since 2021. 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 programs and manages a predominance of non-discretionary assets.

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.

Ryan Peca is a financial advisor at Global View Capital Management LLC with four years of industry experience. He holds a Series 65 credential and has previous roles at Origami Risk and OneStream Software. Peca is also involved in marketing and educational activities related to insurance and advisory services through affiliated entities of his firm. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm uses a suitability questionnaire to establish client risk profiles and employs technical and quantitative methods, including momentum and trend-following signals, supported by its proprietary algorithmic research platform.

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 with Lasalle St. Investment Advisors, L.L.C. in Elmhurst, Illinois. He holds Series 63 and Series 65 credentials and has 36 years of industry experience. Coshun has worked with Lasalle St. Securities since 2001. His other business activities include fixed annuities, life insurance, and long-term care insurance. 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 programs, utilizing a mix of mutual funds, ETFs, equities, fixed income, and options.

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.