William Edwards Jr. is a financial advisor at Realta Investment Advisors, Inc. with three years of industry experience. He holds the Series 65 and Series 63 designations and previously worked at LBMZ Securities, Inc. and Zacks Investment Management. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pensions, profit-sharing plans, and various institutional clients. The firm utilizes an individualized approach to portfolio management, employing a range of asset classes and third-party managers while offering tools such as the NOVA platform and held-away account aggregation.

Craig Wenger is a CFP® professional with 22 years of industry experience, currently serving at Ausdal Financial Partners, Inc. since 2009. Prior to that, he worked at Financial Planning Consultants from 2000 to 2017. He also serves as treasurer for the Hawthorne Place Condo Association in Chicago. Ausdal Financial Partners manages over $2 billion in client assets and offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm provides a range of investment strategies through both discretionary and non-discretionary accounts and combines advisory, brokerage, and insurance services.

Gary Richards is a CFP® professional with over 31 years of experience in the financial industry. He has been with World Equity Group, Inc. since 1994. Outside of his advisory role, Richards is involved in the sale of fixed life insurance and annuities. World Equity Group serves individual and high-net-worth clients, business entities, non-profit organizations, and financial institutions, offering a range of investment advisory and brokerage services. The firm employs both model-based and customized investment approaches and manages approximately $945 million in assets.

Eric Hrebic is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Forum Financial Management, LP since 2020. His prior experience includes roles at 606 Wealth Management, LLC and Lowery Asset Consulting. Forum Financial Management, LP provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, managing approximately $9 billion in assets with a focus on model portfolios grounded in Modern Portfolio Theory.

Luke Hofsommer is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 11 years of industry experience. He holds a Series 66 designation and has worked at LaSalle St. Securities LLC and Raymond James Financial Services. 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 approaches and manages a predominance of non-discretionary assets through a variety of programs and third-party manager relationships.

Robert Davit is a financial advisor with Gladstone Wealth Partners in Schaumburg, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at UBS Financial Services for 12 years and has been with Gladstone Wealth Partners and LPL Financial since 2021. Gladstone Wealth Partners offers investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers who utilize discretionary portfolio management, third-party managers, and technology solutions to service client needs, including qualified plan advisory roles under ERISA.

Lissette Strefner is a financial advisor at World Equity Group, Inc. with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at World Equity Group since 2015. Prior to that, she has been associated with AIG American General Life Insurance Company since 2002. Outside of her advisory role, she engages in reselling used clothing as a hobby. World Equity Group provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, non-profit organizations, and financial institutions. The firm offers a range of portfolio management and financial planning services, utilizing both model-based and customized investment approaches.

Brent Newcomb is a financial advisor at Northern Trust Securities, Inc. with three years of industry experience. He holds the CFP® and ChFC® designations. Prior to joining Northern Trust Securities in 2025, he worked at JPMorgan Chase Bank, NA and JPMorgan Securities LLC from 2023 to 2025. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer that serves high-net-worth individuals, retail investors, and institutional clients. The firm offers discretionary portfolio management through model-driven, periodically rebalanced portfolios combining proprietary and third-party investment products.

Chloe Fakhouri is a CFP® and Series 65 credentialed advisor at JMG Financial Group Ltd. with four years of industry experience. She previously worked at Itasca Bank & Trust and has been with JMG Financial Group since 2018. Outside of her advisory role, she is a fitness instructor at Pike Lagree, a fitness center offering Lagree style classes. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities with discretionary investment management and financial advisory services. The firm employs a strategic asset allocation approach overseen by an investment committee and manages approximately $6.36 billion in assets through a team of about 64 advisors.

Richard Allen is a financial advisor with Beacon Capital Management, Inc. in Chicago, IL, holding Series 65 and Series 63 licenses and bringing 25 years of industry experience. He has worked at Beacon Capital Management since 2015 and previously held positions at BIC Distributors, LLC and Sammons Financial Network, LLC. Beacon Capital Management provides investment advisory services primarily to retail investors through third-party financial intermediaries. The firm offers third-party model management, discretionary direct account management, and custom portfolio solutions, employing tactical, data-driven strategies that rely mainly on ETFs and mutual funds.

Patrick Crowley is a financial advisor at VestGen Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial, LLC for 19 years, followed by roles at Wealth Management Group, LLC and Private Client Services. Outside of his advisory work, he manages Crowley Family Farm LLC, a small commercial property in Illinois. VestGen Advisors is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients across 30 advisors. The firm serves individual and high-net-worth clients with a range of investment management and retirement plan services, utilizing a blend of analytical methods and third-party managers to implement client portfolios.

Sherry Salamone is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Oak Brook, IL, holding a Series 66 designation and 19 years of industry experience. She has been with CliftonLarsonAllen Wealth Advisors since 2016. CliftonLarsonAllen Wealth Advisors serves individuals, including high-net-worth clients, as well as corporate and institutional clients, providing wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm employs a strategic asset allocation approach through model portfolios overseen by an Investment Committee, integrating multidisciplinary planning in coordination with its parent firm, CliftonLarsonAllen LLP.

Joseph Fortunato is a CFP® and ChFC® with 21 years of industry experience. He currently works at HighPoint Planning Partners and has previously held roles at Vantage Financial Partners, HighTower Advisors, Advice and Planning Services, TIAA-CREF, and Primerica Advisors. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $4 billion in client assets and employs a fundamental analysis approach to construct individualized investment policies.

Vincent Tunstall is a financial advisor with Northern Trust Securities, Inc. in Chicago, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. He has been with Northern Trust Securities since 2011 and previously worked at Northern Trust Bank from 2009 to 2018. Northern Trust Securities, Inc. provides investment advisory and model-based managed account services to high-net-worth individuals and institutional clients. The firm uses a model-driven approach combining proprietary and third-party investment products, supported by governance reviews and technology platforms to implement and rebalance portfolios.

Zak Sandeman is a financial advisor at LaSalle St. Investment Advisors, L.L.C., holding a Series 66 designation. He has worked at LaSalle St. Securities, LLC since 2017 and has prior experience at VillageMD and Oranj. 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 management programs, utilizing a mix of mutual funds, ETFs, equities, fixed income, and options, with a notable emphasis on non-discretionary asset management.

Michael Smith is a financial advisor with HighPoint Planning Partners, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with HighPoint Advisor Group since 2016 and has also worked with LPL Financial since 2015. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $4.0 billion in client assets and uses a range of investment strategies and custodial programs, maintaining continuous account monitoring and formal annual reviews.

Christopher Genzler is a CFP® professional with 41 years of industry experience, currently serving as an advisor at Forum Financial Management, LP since 2012. His prior experience includes work at Purshe Kaplan Sterling Investments, Inc. from 2012 to 2020. Outside of his advisory role, he is involved in nonprofit organizations focused on healthcare and medical education, holding leadership positions such as President of the Western Cook Chapter of the Illinois Continuity of Care Association and Treasurer and Director of the Board at BodyInsight. 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, employing a Modern Portfolio Theory approach primarily with DFA institutional mutual funds and ETFs.

Shawn Wears is a CFP® professional with 19 years of industry experience, currently affiliated with Capital Analysts. He has been with Lincoln Investment since 2014. Outside of advising, he is involved in insurance sales and serves as financial secretary for a community-focused social club. Capital Analysts serves a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management with access to in-house model portfolios, third-party managers, and ERISA retirement plan advisory services.

Seamus Kelly is a financial advisor with Chicago Partners Investment Group LLC, holding a Series 65 designation and beginning his industry career in 2024. Prior to joining Chicago Partners in 2025, he worked at UBS and has academic experience from the University of Chicago. Chicago Partners Investment Group serves a diverse client base, including individuals, trusts, endowments, corporations, and nonprofit plans. The firm employs a long-term, diversified investment approach with customized portfolios, utilizing fundamental analysis and strategies such as direct indexing and tax-loss harvesting.

Robert Mortimer is a CFP® with 49 years of industry experience, currently serving as a financial advisor at B. Riley Wealth Advisors, Inc. since 2022 and with B. Riley Wealth Management since 2010. He is based in Chicago, IL. Outside of his advisory role, he serves as Treasurer for a family-owned nonprofit corporation that manages a vacation property. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm provides a range of services including advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.