Jignesh Jain is a financial advisor at Belpointe Asset Management LLC with securities licenses Series 63 and Series 65. He has held positions at AFIN Wealth Management and Amplified Planning and worked at NEC Corporation of America for 13 years. Jain serves as a board member for the Jain Society of Metro Chicago, a religious non-profit organization. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors and manages more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting through customized portfolios, model strategies, and various affiliated funds and services.

Daniel Riesmeyer is a CFP® professional with 13 years of industry experience, currently serving at IHT Wealth Management LLC since 2017. He also has a background with LPL Financial dating back to 2012. IHT Wealth Management serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools within diversified model portfolios and offers discretionary asset management, financial planning, and ERISA consulting through a network of approximately 153 advisors.

William Edwards Jr. is a financial advisor with Realta Investment Advisors, Inc. in Chicago, IL, holding Series 65 and Series 63 licenses and 4 years of industry experience. His prior roles include positions at LBMZ Securities, Inc. and Zacks Investment Management. Realta Investment Advisors provides a range of investment advisory and financial planning services to individuals, pension and profit-sharing plans, and institutional clients. The firm focuses on individualized advice and employs asset allocation strategies across various investment vehicles, supported by both in-house and third-party managers.

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 32 years of experience at World Equity Group, Inc., where he has worked since 1994. He holds Series 63 and Series 65 licenses. Richards is also involved as a co-owner of B&R Financial, a financial planning and investment advisory practice. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers managed portfolios through its wrap-fee program and discretionary third-party money management, utilizing risk-tolerance assessments to guide asset allocation.

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 with Lasalle St. Investment Advisors, L.L.C., holding a Series 66 designation and 11 years of industry experience. He has worked at LaSalle St Securities LLC and Raymond James Financial Services Advisors. 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 management programs and supervises third-party managers across a diverse mix of asset classes.

Lissette Strefner is a financial advisor with World Equity Group, Inc. in Schaumburg, IL, holding Series 63 and Series 65 licenses and having 23 years of industry experience. She has been with World Equity Group since 2015 and has previously been associated with AIG American General Life Insurance Company since 2002. Outside of her advisory role, she operates a small hobby business reselling used clothing online. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm offers managed portfolios through its wrap-fee program, combining discretionary portfolio management with access to third-party money managers and employs a risk-tolerance questionnaire to guide asset allocation.

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® with five years of industry experience, currently serving as a financial advisor at JMG Financial Group Ltd in Downers Grove, IL. Prior to joining JMG Financial Group, she worked at Itasca Bank & Trust and was also employed by Depaul University. Outside of her financial advisory role, Chloe is a fitness instructor for Pike Lagree, a fitness center offering Lagree-style classes. JMG Financial Group provides comprehensive wealth management and consulting services to individuals, trusts, retirement plans, business entities, and charitable organizations. The firm employs a planning-based, long-term investment approach focused on strategic asset allocation and offers services including portfolio management, tax consulting, and access to private investment opportunities.

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.

Zachary Lansburgh is a Wealth Advisor at Alera Investment Advisors, LLC with two years of industry experience. He holds a Series 66 designation and has worked at OSAIC, Alera Group, and Triad Advisors. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, institutions, and retirement plans. The firm offers discretionary portfolio management, planning, consulting, and ERISA-focused plan services with a long-term investment approach utilizing mutual funds, ETFs, individual equities, and fixed income.

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.

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 with LaSalle St. Investment Advisors, L.L.C. He holds a Series 66 designation and has three years of industry experience. His prior work includes roles at LaSalle St. Securities, VillageMD, Oranj, and Mariano's. LaSalle St. Investment Advisors offers fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary investment management programs, utilizing a mix of asset-allocation models, mutual funds, ETFs, equities, fixed income, and options.

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 his advisory role, he is involved in insurance sales and serves as financial secretary for a community social club. Capital Analysts serves a diverse range of clients, including individual and high-net-worth investors, retirement plans, trusts, and corporate entities. The firm provides discretionary and non-discretionary portfolio management through various programs and utilizes an in-house investment management and research team to support advisor-led portfolio decisions.

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.