Oliver Ernst is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Advisory Services Network since 2017. His prior roles include positions at Raymond James Financial Services and SAGE Private Wealth Group. Outside of his advisory work, he is the founder and CEO of GlassNebula, a website and app providing ESG data to individuals. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and investment consulting, managing approximately $8.6 billion in client assets with tailored strategies across various asset classes.

Ishaan Thakar is a financial advisor at Zacks Investment Management, Inc. with a Series 65 designation and one year of industry experience. His prior work history includes roles at Medline Industries, Butler University, Rockford University, Humpley High School, and Heineman Middle School. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, pooled investment vehicles, and institutional clients, serving also as portfolio manager to mutual funds and ETFs. The firm combines proprietary quantitative models with qualitative portfolio management across a broad range of strategies and offers retail wealth management, alternative investments, and model portfolios through various managed account programs.

Daniel Mayer is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 66 designation and seven years of industry experience. He has been with LaSalle St. Securities since 2018 and also operates Mayer Media Co., a freelance web and application development and digital marketing business. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary investment programs, including third-party manager selection and uses a predominantly non-discretionary asset mix uncommon among large enterprise advisers.

Taylor Champion is a CFP® and CFA® at Chesley, Taft & Associates, LLC with over 14 years of industry experience. Prior to joining Chesley, Taft & Associates in 2023, Taylor worked at Byline Bank for four years and U.S. Trust, Bank of America Private Wealth Management for ten years. Chesley, Taft & Associates primarily serves high net worth individuals and related entities, including trusts, IRAs, and family foundations, managing approximately $3.0 billion in client assets. The firm employs fundamental equity analysis and tailored asset allocation across multiple strategies, serving a diverse client base that includes pension plans, charitable organizations, and corporate entities.

Susan Williams is a financial advisor at Forum Financial Management, LP with 16 years of industry experience. She holds a Series 65 designation and has worked at Forum Financial Management since 2010, with prior experience at Faermark & Williams, LLC. Williams also serves as an officer for Forum Administrative Services, Inc., an administrative services company. Forum Financial Management 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 and offers a range of services including portfolio management, financial planning, and sub-advisory solutions primarily through a wholesale, multi-team platform.

Patrick Daniels is a financial advisor at Chicago Partners Investment Group LLC with one year of industry experience. He holds a Series 65 designation. Prior to his current role, his background includes positions at Sunset Ridge Country Club, Kirco Manix, Indiana University, University of St. Thomas, Winnetka Golf Club, and Loyola Academy. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, nonprofits, endowments, and various business entities, offering financial planning, portfolio management, and family office consulting. The firm employs a long-term, diversified, asset-allocation approach that integrates fundamental and quantitative analysis across multiple investment strategies.

Brian Carlson is a CFP® with 22 years of industry experience, currently serving as Senior Vice President at Alera Investment Advisors, LLC. His prior experience includes roles at Securian Financial Services, Minnesota Life Insurance Company, and Triad Advisors, Inc. He is also a board member and grade director for the Arlington Heights Youth Basketball Association, a local nonprofit organization. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, and institutions. The firm employs a long-term investment approach using internal management, affiliate platforms, and independent managers, and offers comprehensive ERISA-focused services for retirement plans.

Arben Cuca is a financial advisor at Corecap Advisors with five years of industry experience. He holds a Series 65 credential and has worked previously at firms including Fefa Advisors LLC, AE Wealth Management, and AON Benfield. In addition to his advisory role, he is involved in insurance sales through Apex Wealth Management. Corecap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm emphasizes a relationship-oriented, individualized approach with a long-term investment horizon and employs a range of investment vehicles including mutual funds, ETFs, equities, and fixed income.

Jeffrey Kocis is a financial advisor with LPL Financial in Chicago, IL, holding a Series 66 designation and 24 years of industry experience. He has been affiliated with IHT Wealth Management LLC and LPL Financial since 2015. Outside of his advisory work, he serves as Chaplain and Executive Committee Board Member for the American Legion Riders Marne Post 13. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team, combining large-scale advisory operations with additional financial products and services.

Kristen Roder is a CFP® with 17 years of industry experience, currently serving at Curi Capital, LLC. Her prior roles include positions at RMB Capital Management, Fidelity, and Jefferies LLC. Curi Capital serves individuals and families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental, bottom-up approach to equity and a relative-value orientation to fixed income, combining in-house strategies with external managers and proprietary risk analysis tools.

Erik Gutierrez is a financial advisor at VestGen Advisors, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Lake Street Financial and NTN Bearing Corporation. VestGen Advisors is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients, offering investment management, financial planning, and retirement plan services through a process that integrates multiple analytical methods and may include third-party managers.

Kenneth Hartman Jr. is a Series 65 registered advisor with Advisory Services Network in Chicago, IL. He joined the firm in 2026 and has prior experience in education and golf administration. He has been involved with Troon Golf Administration, L.L.C. since 2022. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent investment adviser representatives. The firm offers a range of services including discretionary and non-discretionary portfolio management and financial planning, with strategies tailored to clients’ objectives and risk tolerances.

Yesenia Delgado is a financial advisor at Belpointe Asset Management LLC with nine years of industry experience. She holds a Series 66 designation and has previously worked at Cetera Investment Advisers, Cetera Investment Services LLC, and MB Financial Bank. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management and financial planning, utilizing customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance.

Richard Burridge Jr. is a CFP® professional with over 31 years of industry experience, currently serving at Curi Capital, LLC. He has worked at RMB Capital Management, LLC since 2005. Curi Capital serves a diverse client base including individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental investment approach and combines in-house strategies with external managers, managing approximately $9.83 billion across various account types.

Mikhail Kimbarovsky is a financial advisor at Chicago Capital, LLC with 14 years of industry experience. He holds a Series 65 credential and has worked previously at JAG Capital Management LLC, CIBC Private Wealth Advisors, Inc., and Geneva Advisors, LLC. 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 a combination of fundamental and technical research to build individualized portfolios and manages over $4.8 billion in client assets with a focused team of 11 advisors.

David Mcclellan is a financial advisor at Forum Financial Management, LP with 11 years of industry experience. He holds a Series 65 designation and has been with Forum Financial Management since 2015. Outside of his advisory role, he is involved with F.A.M. LLC as a member, providing management services related to the firm. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm emphasizes model asset-allocation portfolios based on Modern Portfolio Theory and offers a range of services including portfolio management, financial planning, and back-office support for independent advisors and RIAs.

Thomas Lyman is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 65 and Series 63 licenses and seven years of industry experience. His career includes roles at John Hancock Distributors LLC, John Hancock Funds, Inc., and Insight Global. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to a diverse client base, including individuals, trusts, estates, non-profits, and business entities. The firm employs a technology-assisted advice model that delivers written financial plans using third-party software, with implementation decisions made by clients.

Michael Glavin is a financial advisor at IHT Wealth Management LLC in Chicago, IL, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with IHT Wealth Management and LPL Financial since 2016. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, offering discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO services, and access to third-party managers. The firm’s investment process combines fundamental value screening, quantitative optimization, and periodic rebalancing, employing proprietary model portfolios and discretionary OCIO mandates.

Daniel Zolet is a CFA® charterholder with eight years at RiverFront Investment Group, LLC and five years of industry experience. Prior to joining RiverFront, he worked at IBM for two years. RiverFront Investment Group provides investment management services to individual investors, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a Price Matters® valuation framework combined with tactical asset allocation and security selection across global fixed income and equities, implementing strategies through various model delivery platforms and customized portfolio solutions.

Alison Whittington is a CFP® professional with seven years of industry experience, currently serving as an advisor at McAdam LLC since 2019. She has prior experience at AXIS Capital and has worked in roles outside finance, including at Kilroy's on Kirkwood and Indiana University. McAdam LLC advises a broad range of clients, including individuals, trusts, estates, charitable organizations, corporations, and government entities. The firm offers financial planning and investment management with a focus on discretionary portfolio management that incorporates mutual funds, ETFs, individual securities, and alternative asset exposures.