Adam Sarno is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with six years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill and Bank of America. He also mentors college students who are members of Beta Theta Pi at Butler University. 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 management programs, utilizing a mix of mutual funds, ETFs, equities, fixed income, and options.

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.

Bradley Rist is a financial advisor with HighPoint Planning Partners, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at LPL Financial LLC, Mesirow Financial Inc., Lincoln Financial Distributors, and Keeley Asset Management Corp. He serves as co-secretary on the Parent Teacher Organization board for Horace Mann Elementary in Oak Park, IL. HighPoint Planning Partners serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary asset management and financial planning services, constructing personalized investment policies and implementing portfolios across multiple asset classes using fundamental analysis.

Mark Powell is a CFP® with 25 years of industry experience, currently serving as an advisor at Highpoint Planning Partners since 2014. He is also registered with LPL Financial and has a background primarily with Highpoint Advisor Group, doing business as OnPath Financial Group. Outside of his advisory work, he is involved with MP Financial Solutions Holdings, LLC for non-investment related purposes and holds a notary role. Highpoint Planning Partners serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm provides discretionary asset management, financial planning, retirement plan advisory, and manages wrap-fee programs, utilizing fundamental analysis and multiple investment platforms to tailor portfolios.

Andrew Kang is a financial advisor with Chicago Partners Investment Group LLC in Chicago, IL, holding Series 63 and Series 65 designations and bringing nine years of industry experience. Prior to joining Chicago Partners in 2020, he worked at TD Ameritrade and has experience outside finance with a venture called It's Boba Time. Chicago Partners Investment Group provides investment advisory services to high-net-worth individuals, trusts, nonprofits, endowments, corporations, and family offices. The firm employs a long-term, diversified, asset-allocation investment approach that combines fundamental analysis with quantitative optimization across a range of strategies including mutual funds, ETFs, fixed income, and alternatives.

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 affiliated with HighPoint Planning Partners, with 29 years of experience in the financial services industry. He has been associated with LPL Financial since 2007 and has held roles at HighPoint Advisor Group, LLC, including co-managing partner and branch manager of OnPath Financial. Tresemer is also involved with OnPath Outreach, a for-profit board dedicated to charitable service initiatives. HighPoint Advisor Group serves a diverse client base, including individuals, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm offers a range of services such as discretionary asset management, financial planning, retirement plan advisory, and utilizes various investment platforms and strategies tailored to client needs.

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® professional with 24 years of industry experience, currently affiliated with Capital Analysts. She has worked at Lincoln Investment Planning, Inc. for 15 years and has been an independent insurance agent since 2002, operating Your Broker Financial where she sells life insurance and various health-related insurance products. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, and charitable organizations, offering portfolio management, advisor-managed portfolios, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm employs both discretionary and non-discretionary investment management approaches supported by an in-house research team and maintains institutional relationships that enhance its service offerings.

James Beran is a financial advisor at Sequent Planning, LLC with two years of industry experience. He holds the Series 63 and Series 65 licenses and has managed the James W Beran Insurance Agency since 2011. Outside of advisory services, he is involved in managing several rental property businesses. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits by offering asset management, financial planning, and retirement plan services. The firm employs a structured risk framework and a mix of firm-developed models, third-party managers, and customized allocations, delivering services through a network of independent investment adviser representatives.

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 financial advisor at HighPoint Planning Partners with 15 years of industry experience. She holds the CFP® and Series 66 designations and has worked at LPL Financial, LLC since 2013, alongside her role at HighPoint Advisor Group, LLC (DBA: Stonebridge Wealth Advisors) since 2012. HighPoint Advisor Group serves a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and employs a fundamental analysis approach to portfolio construction across various asset classes.

Joel Foster is a financial advisor at Kingsview Wealth Management, LLC in Chicago, IL, holding a Series 66 designation with 15 years of industry experience. He has worked at Kingsview Partners LLC and Kingsview Wealth Management since 2017 and previously spent six years at Edward Jones. Kingsview Wealth Management is a multi-advisor wealth management firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning, ongoing wealth management, and asset management through a combination of in-house strategies, third-party managers, and 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 CFP® and ChFC® with 32 years of experience in the financial services industry. He is currently with OnePoint BFG Wealth Partners and previously spent over 30 years with Northwestern Mutual in various roles. Outside of advisory work, he owns Quintessence Legacy Planning, a business focused on documenting life stories. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a wide range of clients, including individuals, businesses, trusts, and charitable organizations. The firm uses a combination of third-party managers, proprietary models, and technology-driven operational support to implement client-specific investment strategies.

Harrison Sommers is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Root Financial Partners since 2025 and was previously with HighTower Securities, LLC for seven years. He also spent four years at Creighton University earlier in his career. 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 portfolios tailored to client objectives and risk tolerances, and offers educational programs and online academies for financial education.

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 56 years of industry experience, currently serving at Private Client Services, LLC since 2010. He holds a Series 63 license and is based in Oakbrook Terrace, IL. Private Client Services is an SEC-registered independent investment adviser that serves individuals, families, trusts, pension plan sponsors, corporations, and charitable organizations. The firm utilizes a discovery-driven process focusing on risk profiling and tailored platform selection, offering a range of advisory services across multiple investment platforms.