Trent Warren is a CFP® professional with 21 years of industry experience. He is currently with Pure Financial Advisors, LLC and has previously worked at Fairhaven Wealth Management, Triad Advisors, Inc., Ford Wealth Management LLC, LPL Financial, and Merrill. Warren is also involved in fixed annuity and life insurance sales through Ash Brokerage and Penn Mutual. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management utilizing academic investment frameworks and emphasizes continuous planning through its Foundation Financial Plan process.

Cooper Fitz is a CFP® affiliated with SEIA in Chicago, IL, with experience dating from 2023. His work history includes roles at Kovitz Investment Group Partners, Focus Partners Wealth, LLC, and SEIA. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of roughly 140 advisors. The firm combines strategic macro asset allocation with tactical adjustments using both quantitative and qualitative research, managing assets primarily on a non-discretionary basis.

Natalya Christy is a CFP® professional at The Mather Group, LLC with five years of industry experience. She has been with The Mather Group since 2017 and previously held roles at the University of Illinois at Urbana-Champaign in the Department of Economics. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by combining financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach featuring risk-based allocation models and customized portfolio strategies, supported by AI and machine-learning tools alongside human oversight.

Paul Joyaux is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Curi Capital, LLC. He has worked at RMB Capital Management, LLC since 2005. Curi Capital serves a diverse client base including individuals, families, institutions, retirement plan sponsors, and charitable organizations. The firm employs a long-term, fundamental investment approach combining in-house strategies and external managers, managing approximately $9.83 billion across various account types.

Michael Kuipers is a financial advisor at Associated Investment Services, Inc. in Chicago, IL, holding Series 63 and Series 65 designations with 26 years of industry experience. He has been with Associated Investment Services since 2015. Associated Investment Services, Inc. provides advisory and brokerage services mainly to individual investors, as well as to small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, operating primarily on a non-discretionary basis across approximately $1.169 billion in regulatory assets under management.

Wilfredo Miranda is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been self-employed since 2010. Outside of his advisory work, he serves as an elder and trustee at Palmetto Baptist Church in Miami, Florida. Ausdal Financial Partners manages approximately $2.13 billion in client assets through a network of 152 advisors, offering investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm provides both advisory and brokerage services, including access to third-party money managers and licensed insurance products.

Thomas Levinson is a Series 65 licensed advisor at Apella Wealth with 11 years of industry experience. He previously worked at Park Piedmont Advisors LLC for 11 years and is a member of Money & Meaning, LLC, where he helps lead strategic direction and provides education and guidance focused on family and business transitions. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance companies, offering a range of investment management and financial planning services. The firm employs a model-driven, quantitative investment approach and integrates various technologies and third-party platforms to serve client needs.

David Smith Jr. is a financial advisor at Ausdal Financial Partners, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Intervest International Equities Corp and Intervest International Inc from 2015 to 2024. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of about 152 advisors. The firm provides investment advisory programs, retirement plan services, and financial planning to a diverse client base including individuals, trusts, corporations, pension plans, and charitable organizations.

Christopher Bach is a CFA® charterholder with 11 years of industry experience. He has been with RMB Capital Management since 2014. He is based in Bloomington, MN. Curi Capital serves a diverse client base including individuals, families, institutions, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm manages approximately $9.83 billion using a long-term, fundamental investment approach that combines in-house strategies with external managers and proprietary risk analysis tools.

Christopher Clepp is a financial advisor with ON Investment Management CO in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at The O. N. Equity Sales Company since 2014 and Ohio National Financial Services since 2012. In addition to his advisory role, he serves as an independent contractor involved in the sale of fixed life and annuity products and acts as an insurance agent specializing in life, disability, and long-term care insurance solutions. ON Investment Management Company (ONIMCO) is a SEC-registered investment adviser and a subsidiary of The O.N. Equity Sales Company that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of services including comprehensive and modular financial plans, access to third-party investment programs, and manages both discretionary and non-discretionary client accounts through a mix of advisory relationships and third-party managers.

Michael Lynch is a CFP® professional with 35 years of experience in the financial services industry. He is currently with Highpoint Planning Partners and has a history of working with Highpoint Advisor Group, LLC, LPL Financial, LLC, and operates his own entity, Mike Lynch, Inc. Lynch holds Series 63 and Series 65 licenses and has been active in these roles since at least 2009. He is also a commissioned notary public. HighPoint Advisor Group 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 wrap-fee programs, employing fundamental analysis and a range of investment vehicles including mutual funds, ETFs, equity and debt securities, REITs, and options.

Nandan Shah is a financial advisor at Arete Wealth Advisors, LLC with 19 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at multiple firms including Cura Wealth Advisors, IHT Wealth Management, and LPL Financial. Outside of his advisory role, Shah is a non-practicing attorney licensed in Illinois and is involved as a strategy and engagement partner with DNX Ventures, a SaaS venture capital firm, as well as co-founder and COO of Deception and Truth Analysis, an enterprise SaaS platform. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm primarily manages assets on a discretionary basis using proprietary model allocations and third-party sub-advisers, and offers services including portfolio management, financial planning, and retirement plan advisory.

Gordon Chisholm is a financial advisor with ValMark Advisers, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with ValMark Securities, Inc. since 2011. Outside of his advisory role, he serves on the advisory council for the nonprofit World Bicycle Relief and is a member of the Forbes Business Council, where he participates in marketing events and publishes articles. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients through a network of representatives. The firm focuses on diversified, goal-based model portfolios and asset allocation, utilizing a range of mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing overseen by its investment committee.

Hannah Bryant is a CERTIFIED FINANCIAL PLANNER™ professional with nine years of industry experience. She currently works at Savvy and previously held roles at Savant Wealth Management and Basil Financial Group. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment plans along with active equity portfolios and tax-aware direct indexing, integrating third-party sub-advisers, fintech tools, and in-house tax preparation and estate-planning support.

Sandra Crook is a financial advisor at Brookwood Investment Group with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors and Belpointe Asset Management. In addition to her advisory role, she is involved with Brookwood Insurance Group, where she is a licensed insurance producer focusing on fixed insurance products. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a range of investment strategies and maintains multiple affiliated businesses alongside a network of proprietary partner offices.

David Zoller is a financial advisor with Lifeworks Advisors, LLC in Elmhurst, IL, holding a Series 66 designation and bringing 16 years of industry experience. He previously worked at LaSalle St. Investment Advisors, LLC and LaSalle St. Securities, LLC, and has been involved with Streamline Financial Services and his own tax preparation and CPA practice, Zoller, Swanson and Company, since 2009. Outside of advisory work, he maintains a financial services blog, produces educational retirement content on YouTube, and serves on the board of a nonprofit organization. Lifeworks Advisors serves a diverse client base including individuals, charitable organizations, trusts, estates, retirement plans, and businesses, providing wealth management, financial planning, and portfolio management. The firm combines planning-based and risk-based investment approaches, employs model strategies using low-cost funds and third-party managers, and integrates tax and accounting services through affiliated entities to support coordinated financial planning.

James Taylor is a financial advisor with Highpoint Planning Partners in Downers Grove, IL. He holds a Series 65 designation and has four years of industry experience. Prior to joining Highpoint, he was self-employed for one year and has been associated with HighPoint Advisor Group, LLC D/B/A TWG Wealth Partners for ten years. Outside of his advisory work, he has engaged in ride-sharing services as a driver for Uber and Lyft. Highpoint Planning Partners serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and other consulting services, employing fundamental analysis and a variety of investment vehicles across multiple platforms.

David Henderson is a financial advisor at HighPoint Planning Partners with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has been with HighPoint Planning Partners and LPL Financial since 2016. HighPoint Advisor Group serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and wrap-fee program management, utilizing fundamental analysis and a range of investment vehicles to construct client portfolios.

Nicholas Tumilty is a CFP® professional at JMG Financial Group Ltd with two years of industry experience. He has held roles at Charles Schwab & Co., Wealthspire, and DoorDash, as well as positions at UW-Madison Wisconsin School of Business. JMG Financial Group provides wealth management, portfolio management, and financial consulting services to individuals, trusts, retirement plans, business entities, and charitable organizations. The firm employs a planning-based, long-term investment approach emphasizing strategic asset allocation and offers in-house tax consulting alongside access to private and alternative investments.

Alexandra Furlong is a financial advisor at Northern Trust Securities, Inc. with 12 years of industry experience. She holds the Series 66 designation and has worked at Northern Trust Securities since 2017, following prior roles at PNC Investments, PNC Bank, Ausdal Financial Partners, and McAdam LLC. Northern Trust Securities, Inc. provides discretionary portfolio management through a model-driven wrap fee program for high-net-worth individuals, retail investors, and institutional clients. The firm offers Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs delivered via the Fidelity Managed Account Xchange platform, combining advisory, brokerage, and custody services with an emphasis on periodic portfolio review and rebalancing.