David Meyers is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding a Series 65 designation with 10 years of industry experience. He has been with Zacks Investment Management since 2014. Zacks Investment Management provides discretionary portfolio management to a diverse client base including individuals, trusts, retirement plans, and institutional investors. The firm combines quantitative and qualitative analysis using proprietary stock-ranking models and offers a wide range of investment strategies alongside model portfolios and alternative private funds.

William Murray is a CFA® charterholder with five years of industry experience, currently serving at Chicago Partners Investment Group LLC since 2020. Prior to this, he worked at Chicago Equity Partners for 26 years. Chicago Partners Investment Group LLC advises a diverse client base, including individuals, trusts, not-for-profit plans, endowments, and corporations. The firm employs a long-term, diversified investment approach, utilizing fundamental analysis to build customized portfolios and offering a range of services such as portfolio management, financial planning, and retirement plan consulting.

Roger Anderson is a Certified Financial Planner (CFP®) and CPA with 37 years of industry experience. He has been with Ausdal Financial Partners, Inc. since 2009 and has operated his own tax preparation service since 1994. In addition to his advisory work, Anderson provides tax preparation services during part of the year and is involved in outside insurance sales. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer that manages over $2 billion in client assets through a network of approximately 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment products and both discretionary and non-discretionary account management.

Linda Diebold is a Series 65-licensed financial advisor with Avantax Planning Partners, Inc. in Bloomingdale, IL, where she has worked for 27 years. Her industry experience spans 34 years, including roles at Honkamp Krueger Financial Services and her own firm, Diebold & Associates. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, charitable organizations, and businesses. The firm utilizes style allocation models overseen by an investment advisory committee and offers tax-intelligent strategies, working primarily through a network of CPA firms and registered Advisor Representatives.

Mitchell Dudley is a financial advisor with Kinetic Investment Management, Inc., holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Kinetic, he worked in various roles including sales consulting and positions at SWYFT Solutions and Tegus. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities by providing portfolio management, financial planning, and sub-advisory services. The firm employs diverse analytical methods and a primarily long-term trading approach, offering access to a broad range of asset types, including higher-risk investments when appropriate.

Scott Sprandel is a financial advisor at Zacks Investment Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at both Zacks Investment Management since 2013 and Lbmz Securities, Inc. since 2015. Zacks Investment Management provides discretionary portfolio management services 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 and serves as both a direct manager and a provider of indices, models, and alternative private funds across multiple distribution channels.

Nicholas Demetral is a financial advisor at Zacks Investment Management, Inc., holding a Series 66 designation with one year of industry experience. His prior roles include positions at Raymond James Financial and Raymond James Financial Services, Inc., as well as employment at Greystone Golf Club & Banquet. Zacks Investment Management provides discretionary investment management to a range of clients including individuals, trusts, retirement plans, and institutional investors, using proprietary quantitative models combined with qualitative portfolio management across various strategies. The firm also manages affiliated mutual funds and ETFs and distributes strategies through multiple account platforms.

Jeffrey Spokas is a financial advisor with Forum Financial Management, LP and holds a Series 65 designation. He has two years of industry experience and has been with Forum Financial Management since 2023. In addition to his advisory role, he operates Spokas & Associates CPAs LLC, providing tax and accounting services. Forum Financial Management, LP offers 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 independent RIAs, utilizing a Modern Portfolio Theory approach with institutional mutual funds and ETFs.

Ryan Sherman is a CFP® professional with two years of industry experience, currently advising at JMG Financial Group, LTD. His prior work includes roles at Ronin Capital LLC, Marquette Partners LP, and Lupo Securities, LLC. Sherman has been with JMG Financial Group in various capacities since 2021. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities by providing discretionary investment management, financial advisory, retirement plan consulting, and tax services. The firm employs a committee-driven investment approach focused on strategic asset allocation and manages approximately $6.36 billion in assets with a team of about 64 advisors.

Kelly Hene is a CFP® with 27 years of industry experience, currently serving as a financial advisor at LaSalle St. Investment Advisors, L.L.C. since 2012. She is based in Elmhurst, IL, and holds Series 63 and Series 65 licenses. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses, offering both non-discretionary and discretionary investment management approaches.

Timothy Pennino is a CFA® and holds a Series 65 license with five years of industry experience. He has worked at Chicago Partners Investment Group LLC since 2018 and was previously employed at Heidrick & Struggles for four years. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, endowments, corporations, and other entities, offering family office and retirement-plan consulting. The firm employs a long-term, diversified, asset-allocation investment approach that integrates fundamental analysis with quantitative optimization across various asset classes and strategies.

Andrew Duffy is a financial advisor at McAdam LLC with three years of industry experience. He holds the Series 65 designation and has worked at McAdam LLC since 2022, following brief roles at Raymond James Branch. Outside of finance, he has experience in the food service industry and various community roles. 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 through fundamental analysis and a range of investment vehicles tailored to client objectives.

Lou Ann Lisack is a Series 65-licensed financial advisor with Forum Financial Management, LP, where she has worked since 2014. She has 11 years of industry experience and also operates Tax & Financial Solutions, Inc., a tax and accounting firm. 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, implementing portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

John Burkhardt is a financial advisor at Pure Financial Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as services for trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered investment approach overseen by an Investment Committee and incorporates tax-aware techniques, income management strategies, and specialized sub-advisers.

Edward Yee is a financial advisor with Northern Trust Securities, Inc. in Chicago, IL, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with Northern Trust Securities since 2004. 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 through discretionary portfolio management and model-driven investment programs that include Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs.

Jeffrey Kinzler is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LaSalle St. Investment Advisors and LaSalle St. Securities since 2020, following nine years at Securities Service Network, Inc. Outside of his advisory role, Kinzler is also involved in the sale and servicing of fixed life insurance, personal disability income insurance, individual health insurance, and long-term care insurance as a licensed insurance agent. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a range of investment strategies across various asset classes and offers both discretionary and non-discretionary management, with a notable emphasis on non-discretionary assets and collaborative arrangements with third-party managers.

Patrick Simoncic is a financial advisor at The Mather Group, LLC with one year of industry experience. He holds the Series 65 designation and has prior work experience including roles at EHM and Old Warson Country Club, as well as entrepreneurial involvement with Sugos Spaghetteria. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customized portfolio options and utilizes third-party AI and machine-learning tools alongside human oversight.

Ryan Quinn is a CFP® professional with three years of industry experience, currently serving as a financial advisor at The Mather Group, LLC in Chicago, IL. He has been with The Mather Group since 2020. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering financial planning, investment management, tax and estate planning guidance, and family office services. The firm follows an evidence-based investment approach with customized risk-based allocation models and incorporates AI and machine-learning tools alongside human oversight.

John Johnson is a CFP® professional with 16 years of industry experience, currently serving at Plante Moran Financial Advisors since 2001. He has also been associated with Plante Moran, PLLC since 2009. Outside of his advisory role, he is involved in a family racehorse operation, managing purchase, selection, and selling decisions. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individuals, charitable organizations, corporations, and trusts. The firm emphasizes strategic asset allocation, written investment policy statements, and manager selection, managing a majority of its assets on a non-discretionary basis in collaboration with clients.

Sammy Moy is a financial advisor with HighPoint Planning Partners, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at LPL Financial since 2014 and was previously affiliated with Level Four Advisory Services. Moy is involved in several insurance-related business activities through agencies in Rosemont, Illinois. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, 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.