Kevin Spahn is a financial advisor at OnePoint BFG Wealth Partners with 31 years of industry experience. He holds the CFP® and ChFC® designations and has a long tenure with Northwestern Mutual, having worked there from 1993 to 2025 across various roles. Outside of his advisory work, he is involved in documenting life stories through Quintessence Legacy Planning, a non-investment-related business. OnePoint BFG provides customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a range of proprietary and third-party investment models, with most client assets managed on a discretionary basis.

Harrison Sommers is a CFP®-certified financial advisor with nine years of industry experience, currently practicing at Root Financial Partners since 2025. Prior to joining Root, he spent seven years at HighTower Securities, LLC and four years at Creighton University. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and retirement-plan clients. The firm emphasizes broadly diversified, passive investment strategies tailored to each client’s goals, risk tolerance, and tax situation, while also offering educational programs and specialized portfolio techniques when appropriate.

Nicholas Guido is a CFP® with 11 years of industry experience, currently serving at Chicago Partners Investment Group LLC since 2013. He also owns an insurance business based in Chicago. Chicago Partners Investment Group LLC advises a diverse client base, including individuals, trusts, nonprofits, and corporations, using a long-term, diversified investment approach with customized portfolios and a range of strategies such as direct indexing and tax-loss harvesting.

Thomas Davy is a CFP® with 55 years of industry experience and has been with Private Client Services, LLC since 2010. He holds a Series 63 license and is based in Oakbrook Terrace, Illinois. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm manages approximately $1.05 billion across more than 3,200 client accounts, offering financial planning, consulting, and portfolio management through a variety of investment platforms and both discretionary and non-discretionary management.

Todd Flynn is a financial advisor at McAdam LLC with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments and Madison Avenue Securities. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, investment management, and retirement-plan consulting, employing a multi-advisor platform with approximately $2.29 billion in discretionary assets under management.

Christian Weichsel III is an advisor at SpiderRock Advisors, LLC with one year of industry experience. He has held positions at BlackRock Investments LLC and Citigroup, and his background also includes roles at the Federal Reserve Bank of Cleveland and Starbucks. SpiderRock Advisors, LLC provides discretionary investment advisory and sub-advisory services to a diverse client base, including institutional and individual investors. The firm employs systematic, technical, quantitative, and fundamental analysis through proprietary software to manage option-based hedges and overlays, offering specialized strategies such as FLEX Options and synthetic borrowing packages.

August Ericson is an advisor at The Mather Group, LLC in Chicago, IL, holding a Series 65 designation. He joined the firm in 2025 and previously worked at Dell Technologies and Hewlett-Packard Enterprises. Ericson graduated from The University of Alabama in 2025. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated 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, tax-synchronized portfolios, and customization options such as direct indexing and ESG factor portfolios.

Oscar Cantu is a financial advisor at JMG Financial Group LTD with 26 years of industry experience. He has held positions at Charles Schwab and Charles Schwab Bank, working there for a combined 20 years before joining JMG Financial Group in 2019. He holds Series 63 and Series 66 licenses. JMG Financial Group serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities, providing discretionary investment management, financial advisory, retirement plan consulting, and tax preparation services when requested. The firm uses a committee-driven investment approach focused on strategic asset allocation with tactical adjustments and manages approximately $6.36 billion in assets across a team of 64 advisors.

Garrett Mills is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 17 years of industry experience. He holds the Series 63 and Series 65 designations and has been with LaSalle St. Securities since 2016. Mills also serves as Senior Vice President of Harvest Financial Group LLC, where he provides financial planning and serves as a licensed life, health, and accident agent. LaSalle St. Investment Advisors offers personalized, 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 approaches and manages a notable predominance of non-discretionary assets.

Robert Balfour is a financial advisor at New Edge Wealth in Chicago, holding Series 63 and Series 65 credentials with 11 years of industry experience. He previously worked at Wells Fargo Clearing for nine years before joining New Edge Wealth and NewEdge Securities LLC in 2025. New Edge Wealth primarily serves ultra-high-net-worth individuals and families, family offices, foundations, trusts, and other institutional clients. The firm offers wealth strategy, financial planning, portfolio management, and institutional consulting, utilizing a combination of independent managers, model strategies, and technology tools including AI-assisted analytics.

Noah Rife is a financial advisor at Zacks Investment Management, Inc. with 12 years at the firm and a total of 7 years of industry experience. He holds the Series 65 designation and is based in Chicago, IL. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, pooled investment vehicles, and institutional clients, serving as portfolio manager to mutual funds and ETFs. The firm combines proprietary quantitative models with qualitative portfolio management across a range of strategies and offers retail wealth management, alternative investment strategies, and model portfolios through various platforms.

Arnoldo Garza is a financial advisor at Global View Capital Management LLC with 15 years of industry experience. He holds Series 63 and Series 65 registrations and has worked with Global View Capital entities since 2010. Prior to his advisory career, Garza spent over two decades at Navistar, Inc., where he held engineering and management roles focused on diesel engine and truck development. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm employs a model-driven investment approach based on technical and quantitative analysis and operates a proprietary research platform that supports its strategies and services.

Matthew Van Dusen is a financial advisor at Chicago Partners Investment Group LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Renaissance, Union Pacific, Vineyard Vines, and Creighton University. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, not-for-profit plans, endowments, corporations, and other entities. The firm follows a long-term, diversified, asset-allocation approach, offering financial planning, portfolio management, and family office services across a range of investment strategies.

Mark Johnson is a financial advisor at VestGen Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Optimum Investment Advisors, LLC since 2015 before joining VestGen in 2025. 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 with services including investment management, financial planning, wrap-fee programs, and retirement plan solutions, employing a mix of analytical methods and third-party managers to implement client portfolios.

William Fates is a financial advisor with Forum Financial Management, LP, holding Series 65 and Series 66 licenses and bringing 16 years of industry experience. He is also a Certified Public Accountant and serves as a director at Fates, Bodily & Parker PLLC, providing accounting, tax, and financial planning services. His prior work includes over 30 years at Mcbeath Fates & Ivers PC. Forum Financial Management, LP offers fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients, and acts as a sub-advisor and turn-key asset management platform for other RIAs. The firm manages portfolios primarily using DFA institutional mutual funds and ETFs within a Modern Portfolio Theory framework and supports its platform through a technology affiliate.

Kailan Patel is a financial advisor at The Mather Group, LLC, holding a Series 65 designation. Patel has one year of industry experience with previous roles at World Financial Group and Newline Financial, as well as a brief experience in the food service industry at So'Bella Cucina. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, and corporations by offering integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and utilizes AI and machine-learning tools alongside human oversight in its processes.

Daniel Jacobs is a financial advisor at The Mather Group, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Morgan Stanley and several other firms as well as the University of Michigan. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customizable strategies, including direct indexing and ESG factor portfolios.

Joseph Alagna is a financial advisor with Ausdal Financial Partners, Inc. in Arlington Heights, IL, holding Series 63 and Series 65 credentials and with 33 years of industry experience. He has been with Ausdal Financial Partners since 2009. Outside of his advisory work, he serves as president of Weber Highschool Alumni, Inc., a nonprofit that provides scholarships to deserving students. Ausdal Financial Partners manages approximately $2.13 billion in client assets through a network of about 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 discretionary and non-discretionary investment strategies across a range of asset types, and maintains dual broker-dealer and insurance activities.

Darren Anderson is a CFP® with 27 years of industry experience, currently with Northern Trust Securities, Inc. in Chicago, where he has worked since 2002. He holds a Series 63 license. Northern Trust Securities, Inc. is a multi-team firm serving high-net-worth individuals, retail investors, and institutional clients with discretionary portfolio management through a wrap fee program. The firm employs a model-driven approach to portfolio management, utilizing a range of proprietary and third-party investment products and offering brokerage and custody services through an affiliated clearing firm.

James Baldwin is a CFA® charterholder with 22 years of industry experience. He has worked at LaSalle St. Securities, L.L.C. since 1999. Outside of his advisory role, he is involved in Baldwin Brown Investment, L.L.C., which manages personal real estate allocations for his family. LaSalle St. Investment Advisors serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, offering financial planning and a range of portfolio management services. The firm employs both active and passive investment strategies across multiple asset classes and is notable for its emphasis on non-discretionary management and collaborative third-party arrangements.