Golam Tanzim is a financial advisor at Plante Moran Financial Advisors with one year of industry experience. He holds a Series 65 designation and has previous work experience at Deloitte, Wayne State University, Plante Moran, and Hantz Bank. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a range of private and institutional clients, including high-net-worth individuals, banks, insurance companies, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model and commonly utilizes third-party separate account managers and alternative investments.

Stephen Weber is a financial advisor at VestGen Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Lake St, Raymond James & Associates, Inc., and J.P. Morgan Securities LLC. VestGen Advisors is a multi-team registered investment adviser managing approximately $3.47 billion for about 9,453 clients across 30 advisors. The firm serves individual and high-net-worth clients, offering discretionary and non-discretionary investment management, financial planning, wrap-fee programs, and retirement plan services, utilizing a combination of analytical methods and third-party managers to implement client portfolios.

Malinda Distefano is a financial advisor at Chicago Capital, LLC with 24 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at William Blair & Company from 2014 to 2018 before joining Chicago Capital in 2018. Chicago Capital provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, families, foundations, other registered investment advisers, and corporations. The firm uses an active management approach combining fundamental and technical research to build individualized portfolios and manages over $4.8 billion in client assets with a team of 11 advisors.

Alfonso Pizzo is a financial advisor at Northern Trust Securities, Inc. with three years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors and Perillo Service Center. Northern Trust Securities, Inc. serves high-net-worth individuals, retail investors, and institutional clients through discretionary portfolio management using model-driven, periodically rebalanced strategies that incorporate proprietary and third-party products via the Fidelity Managed Account Xchange platform.

Scott Piggush is a financial advisor at HighPoint Planning Partners with 19 years of industry experience. He holds a Series 66 designation and has worked at HighPoint Advisor Group since 2018 and LPL Financial since 2015. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, and retirement plan advisory, constructing client investment policies through fundamental analysis and utilizing a range of investment vehicles and third-party platforms.

Scott Glazer is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at RBC Capital Markets, UBS Financial Services, and Citigroup Global Markets. B. Riley Wealth Advisors serves a diverse client base including individual investors, pension plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a variety of investment programs and financial planning services, managing approximately $4.21 billion in assets through a platform of about 173 advisors.

David Walz is a CFP® and holds a Series 65 license with 28 years of industry experience. He has worked at CGN Advisors, LLC since 2023 and previously spent 19 years at Arcadia Financial Strategies, Inc. Walz serves on the Board of Regents and Finance Committee at Concordia University Chicago. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs various asset-allocation strategies and offers services such as educational workshops, tax-return preparation, and pension consulting.

Peter Bach is a financial advisor at Curi Capital, LLC with 15 years of industry experience. He holds a Series 65 credential and has worked previously at RMB Capital Management LLC and Jacobus Wealth Management. Outside of his advisory role, he serves as managing partner of RGJ Company, LLP and general partner for several family investment partnerships that are clients of Jacobus Wealth Management. Curi Capital serves a range of clients including individuals, families, institutions, and charitable organizations, offering wealth management, asset management, retirement plan solutions, and family office services. The firm employs a long-term, fundamental investment approach combining in-house strategies and external managers while managing approximately $9.83 billion in assets.

Maria Ursu Roman is a CFP® credentialed financial advisor with seven years of industry experience. She has been with IHT Wealth Management LLC since 2019 and previously worked at LPL Financial, Symphony Financial, and Prospect Equities. Outside of her advisory role, she provides administrative support to IHT Wealth Management. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, offering discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm’s investment approach includes proprietary model portfolios, third-party managers, and a combination of fundamental value screening and quantitative optimization.

Daniel Schlesser Jr. is an advisor at LaSalle St. Investment Advisors, L.L.C., holding a Series 66 designation with one year of industry experience. His prior work includes roles at SageSure and Accenture. Outside of advising, he performs bookkeeping and accounting for commercial properties through LaSalle St. Services, LLC. 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, including third-party manager selection and written financial plans, with a notable emphasis on non-discretionary assets.

Ronald Shih is a financial advisor with Highpoint Planning Partners and holds the Series 63 and Series 65 designations. He has 40 years of industry experience and has worked at HighPoint Advisor Group since 2014, including roles with LPL Financial and Level Four Advisory Services. Highpoint Planning Partners 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 a wrap-fee program, implementing investment strategies that include mutual funds, ETFs, individual securities, REITs, and options.

Andrew Mccausland is a CFP® and ChFC® with 37 years of industry experience. He has been with Ausdal Financial Partners, Inc. since 2012 and also serves as President and Financial Advisor of The McCausland Group, where he provides financial planning, analysis, and advice. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. 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 strategies and custodial platforms.

Thomas Baumgart is a financial advisor at Chesley, Taft & Associates, LLC with 11 years of experience at the firm. He holds the Series 65 designation and is based in Chicago, IL. Chesley, Taft & Associates serves primarily high net worth individuals and related entities, including trusts, IRAs, and family foundations, managing roughly $3.0 billion in client assets. The firm employs fundamental equity analysis and tailored asset allocation to build portfolios using individual equities, fixed income securities, mutual funds, and ETFs, offering multiple investment strategies and serving a diverse client base that includes pension and charitable organizations.

Gregory Tong is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and 20 years of industry experience. He has worked at LPL Financial since 2007 and joined IHT Wealth Management in 2017. Tong is based in Chicago, IL. 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, diversified model portfolios, and option strategies, while offering discretionary asset management and ERISA fiduciary services through a network of approximately 153 advisors.

Veronica Smith is a CFP® with seven years of industry experience, currently serving as a financial advisor at IHT Wealth Management LLC and LPL Financial since 2021. Her prior roles include positions at Naviture, Principal Life Insurance Company, and Principal Securities. Before transitioning into finance, she worked in the education sector with the Perry and Urbandale Community School Districts. IHT Wealth Management serves a diverse client base including individuals, pension plans, charitable organizations, and corporate clients. The firm employs a blended investment approach using fundamental stock selection, quantitative tools, diversified model portfolios, and option strategies, supported by a network of approximately 153 advisors.

Wendy Kohl is a financial advisor at Concurrent Investment Advisors, LLC with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at several firms including Raymond James Financial Services and NEXT Retirement Solutions. Outside of her main advisory roles, she is involved as a registered representative at PURSHE KAPLAN STERLING INVESTMENTS. Concurrent Investment Advisors is a multi-team SEC-registered firm serving individuals, families, trusts, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and a variety of investment options supported by internal due diligence and a network of approximately 286 advisors.

Joseph Hubert is a financial advisor with McAdam LLC in Chicago, IL, holding a Series 65 designation and six years of industry experience. Prior to his advisory role, he worked at Caffery's Pub and Starbucks and attended Marquette University. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to construct portfolios using mutual funds, ETFs, independent managers, and individual securities, offering a range of financial planning, investment management, and specialized strategies.

Ryan Mccain is a CFP® professional with 25 years of industry experience, currently serving at IHT Wealth Management LLC since 2017. He has also been associated with LPL Financial since 2007. Outside of his advisory roles, he manages a tax preparation and accounting business. 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 to manage diversified portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of over 150 investment advisor representatives.

Douglas Swanson is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with eight years of industry experience. He holds a Series 65 designation and has been associated with Zoller, Swanson & Co since 2007. Outside of his advisory work, Swanson is involved in tax preparation services and operates a financial coaching business focused on prioritizing financial goals. 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, with a notable emphasis on non-discretionary asset management.

Thomas Schlipmann is a financial advisor at Curi Capital, LLC with 18 years of industry experience. He holds the Series 65 designation and has worked at RMB Capital Management, LLC since 2010. Based in Chicago, IL, Schlipmann’s career includes a long tenure at a notable investment management firm. Curi Capital serves individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm manages approximately $9.83 billion and employs a long-term, fundamental, bottom-up approach for equity strategies alongside a fundamental relative-value orientation for fixed income, combining in-house strategies with external managers and proprietary risk analysis tools.