Alex Schoenbrun is a financial advisor with Lifemark Securities Corp. and holds a Series 66 designation. He has 2 years of industry experience and has been with Lifemark Securities since 2013. In addition to his advisory role, he is also involved with Midwest Benefit Consultants, Ltd., where he works as an independent insurance agent and pension administrator, focusing on life, disability, long-term care, and group insurance, as well as fixed annuities and 401(k) profit-sharing plan design and servicing. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and retirement plan sponsors. The firm offers customized investment solutions including Unified Managed Accounts, Separately Managed Accounts, and other portfolio management programs, with a suitability-driven approach and accounts managed on either a discretionary or non-discretionary basis.

Nicholas Punzio is a financial advisor at VestGen Advisors, LLC in Chicago, IL, holding Series 63 and Series 66 credentials with 16 years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC, FIDELITY Personal and Workplace Advisors, and LPL Financial LLC. VestGen Advisors, LLC manages approximately $6.66 billion for about 22,790 clients through 53 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, ERISA 3(21) retirement plan services, and acts as a liaison to third-party managers, developing client-specific strategies based on goals, time horizon, and risk tolerance.

Adam Saltzman is a CFP® with 24 years of industry experience, currently serving at Northern Trust Securities, Inc. in Skokie, IL, where he has worked since 2003. He holds a Series 63 license and has spent his entire career at Northern Trust Securities. Northern Trust Securities, Inc. is a multi-team SEC-registered investment adviser and FINRA-registered broker-dealer that provides discretionary portfolio management primarily for high-net-worth individuals, retail investors, and institutional clients. The firm uses a model-driven approach with portfolios that include proprietary and third-party funds, offering advisory, brokerage, and custody services through a wrap fee program.

Christopher Lynn is a financial advisor at Integrated Advisors Network LLC with 19 years of industry experience. He holds a Series 65 designation and has operated JC Investment Management as a DBA since 2005. Integrated Advisors Network is an SEC-registered multi-team investment adviser that offers portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a combination of fundamental and quantitative analysis within a risk-profile framework and frequently uses third-party sub-adviser platforms to implement client strategies.

Sandra Hernandez is a financial advisor at Northern Trust Securities, Inc. with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Northern Trust Securities since 2023. Her prior experience includes roles at Robinhood Markets, Inc., Robinhood Financial, LLC, TD Ameritrade, and a decade at Cintas. Northern Trust Securities, Inc. is a multi-team firm serving high-net-worth individuals, retail investors, and institutional clients with discretionary portfolio management through a wrap fee program. The firm offers model-driven investment solutions including SMAs and Fund Strategist Portfolios, combining advisory, brokerage, and custody services under one platform.

Matthew Zivick is a financial advisor at IHT Wealth Management LLC in Chicago, IL, holding a Series 66 designation with 17 years of industry experience. He has been with IHT Wealth Management and LPL Financial since 2014. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach combining fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, ERISA consulting, and access to third-party managers through a network of approximately 153 advisors.

Danny Delgado is a financial advisor at Silver Oak Securities, Incorporated with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including B. Riley Wealth Management and Purshe Kaplan Sterling Investments. Delgado is also involved with Arbor Financial Advisors in a financial advisor capacity. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets across a network of over 100 financial professionals. The firm offers personalized portfolio management, a unified managed account program, financial planning, and third-party manager referrals, delivering investment advice primarily on a discretionary basis.

John Mc Cadd is a financial advisor at Northern Trust Securities, Inc. with four years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Jacobson Group, Randstad USA, and Horace Mann. 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 with discretionary portfolio management through a model-driven wrap fee program. The firm offers a range of separately managed accounts and strategist portfolios implemented via the Fidelity Managed Account Xchange platform, combining advisory, brokerage, and custody services with proprietary and third-party investment products.

Harold Leavell is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Brownson, Rehmus & Foxworth, Inc. in Chicago, IL, where he has worked since 2005. Brownson, Rehmus & Foxworth, Inc. provides personalized, fee-only financial counseling and non-discretionary investment advisory services to individuals, families, trusts, estates, private foundations, qualified retirement plans, and senior corporate executives. The firm emphasizes a customized, long-term asset allocation approach with broad diversification, while maintaining client decision authority and a principal-led engagement model.

Roman Kobrin is a financial advisor at Zacks Investment Management, Inc. based in Chicago, IL, with 14 years of industry experience. He holds the Series 66 credential and has worked at Zacks Investment Management since 2014, alongside a concurrent role at LBMZ Securities, Inc. since 2016. 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 that combines quantitative and qualitative analysis, offering a range of strategies and serving both direct clients and third-party advisers through model portfolios and alternative private funds.

Peter Mc Donnell is a financial advisor with IP Financial Advisory Services LLC in Chicago, IL, holding Series 63, Series 65, and Series 66 licenses and bringing 30 years of industry experience. His prior experience includes roles at Great Point Capital, Tide Rock Investors, and Springbank, among others. He also serves as Managing Director of The Prime Group Inc., where he focuses on establishing and maintaining development partnerships. IP Financial Advisory Services LLC primarily serves individual retail clients, offering portfolio management, financial planning, consulting, and access to third-party investment managers. The firm emphasizes personalized portfolio construction and employs a range of analytical approaches and operational strategies geared toward non-high-net-worth investors and retirement plan participants.

Joseph De Marco is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 65 credential and eight years of industry experience. He has worked at LaSalle St. Securities, LLC since 2021 and previously at Forum Financial Management, LP. Outside of his advisory role, he is a founder and owner of Elevate CPA Group and a partner at DeMarco Sciaccotta Wilkens & Dunleavy, LLP, both tax and accounting service firms. 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, combining asset-allocation models with a range of investment vehicles, and manages a substantial portion of assets on a non-discretionary basis.

Ian Clark is a CFP® professional with 15 years of industry experience. He has worked at Brownson, Rehmus & Foxworth, Inc. since 2022 and previously held positions at Facet Wealth and TIAA. Brownson, Rehmus & Foxworth, Inc. provides personalized, fee-only financial counseling and non-discretionary investment advisory services to individuals, families, trusts, estates, private foundations, and corporate executives. The firm emphasizes customized long-term asset allocation and diversification strategies, with clients retaining final decision authority and trades executed only upon prior written authorization.

Alexander Kneisel is a financial advisor at Chicago Partners Investment Group LLC with Series 63 and Series 65 credentials. He has prior experience at Dell Technologies and BMO Financial Group, with a total of no industry experience as a financial advisor. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, not-for-profit plans, endowments, corporations, and family offices. The firm employs a long-term, diversified, asset-allocation approach using fundamental analysis and quantitative optimization across a range of investment strategies including mutual funds, ETFs, and structured notes.

Courtney Fuller is a financial advisor at The Mather Group, LLC with 11 years of industry experience. She previously worked at Ameriprise and Ameriprise Financial Services, Inc. From her outside activities, she serves on the Board of Directors of Fuller Tome. 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 utilizes an evidence-based investment approach with customizable portfolio options and incorporates AI and machine-learning tools alongside human oversight.

Emil Mokhtarian is a CFP® with 28 years of industry experience, currently serving as a financial advisor at IHT Wealth Management LLC since 2017. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors with discretionary asset management, financial planning, and outsourced CIO services. The firm delivers advice through a network of investment adviser representatives using proprietary model portfolios and third-party managers, combining fundamental value screening, quantitative optimization, and periodic rebalancing.

Susan Shacklette is a Series 65-licensed financial advisor at Brownson, Rehmus & Foxworth, Inc. in Chicago, IL, with 18 years of industry experience. She has been with the firm since 2007. Brownson, Rehmus & Foxworth, Inc. provides personalized, fee-only financial counseling and non-discretionary investment advisory services to individuals, families, trusts, estates, private foundations, qualified retirement plans, and senior corporate executives. The firm emphasizes a thorough discovery process and customized long-term asset allocation strategies, focusing on broad diversification and client-directed trade execution.

Edward Luebe is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 credentials and possessing 38 years of industry experience. He has worked at LaSalle St. Securities LLC since 2015 and Heartland Investment Associates, Inc. since 1990. Outside of advising, he is involved in a fixed insurance business. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment management programs, including third-party manager selection and consulting, with a notable emphasis on non-discretionary asset management.

Samuel Mercer is a financial advisor at The Mather Group, LLC in Chicago, IL, holding a Series 65 license with one year of industry experience. His prior work includes roles outside the financial sector, such as positions in culinary services and grounds management. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customizable strategies, including direct indexing and ESG portfolios, and integrates AI tools with human oversight in its processes.

Mary Heil is a financial advisor at Simplicity Wealth with seven years of industry experience. She holds the Series 65 designation and previously worked at Ehlert Financial Group, Inc. for 12 years. Heil is also a notary public and serves as corporate operations manager for Protected Tomorrows. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm provides a range of advisory services and employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, combined with technology and operational support for advisers through its managed account platform.