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.

Shannon Bora Cooper is a financial advisor with Vanderbilt Advisory Services, holding a Series 66 designation and four years of industry experience. She has worked at Vanderbilt Advisory Services since 2022 and has been involved with Michael J. Bora & Associates since 2014, where she also serves as an insurance agent specializing in life insurance and annuity sales. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm utilizes a strategic asset allocation approach combined with fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Thomas Levinson is a financial advisor at Apella Wealth in Chicago, IL, with 11 years of industry experience. He holds a Series 65 designation and has worked at Apella Wealth since 2025. Prior to this, he was with Park Piedmont Advisors LLC for 11 years and is also a member of Money & Meaning, LLC, a business providing education and coaching to high net worth families navigating complex life and business transitions. Apella Wealth serves a diverse client base, including individuals, retirement plan sponsors, foundations, and institutions, offering model-driven, quantitative investment management and financial planning. The firm combines separately managed portfolio strategies with automated advisory platforms and institutional services, supported by third-party technologies to deliver customized investment solutions.

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. Outside of his advisory role, Clepp is involved as an independent contractor in the sale of fixed life and annuity products and serves as an insurance agent specializing in life, disability, and long-term care insurance solutions. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory programs, combining third-party discretionary options with adviser-directed managed accounts, and manages a significant portion of assets on a non-discretionary basis.

Dominic Messina is a financial advisor at Ascentis Independent Advisors, LLC with 14 years of industry experience. He holds the Series 66 designation and has previously worked at ORG Partners, WealthShield Partners, Cresset Asset Management, and Evanston Investments. Outside of financial advising, Messina owns MKS Custom Creations, a custom furniture business. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses. The firm offers tailored portfolio management and financial planning, utilizing a mix of asset allocation, fundamental and technical analysis, third-party managers, and a Private Direct Investments program.

Andrew Park is a financial advisor at Compound Planning, Inc. with seven years of industry experience. He holds a Series 65 designation and previously worked at Curi RMB Capital, LLC and Vennwell, LLC. Compound Planning serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and consulting services. The firm employs a customized, risk-based investment approach utilizing fundamental, technical, and modern portfolio theory analysis, incorporating low-cost ETFs, direct indexing, and alternative strategies.

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.

Eric Fields is a financial advisor with NFSG Corporation, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with NFSG Corporation and NewBridge Securities Corporation since 2010. Outside of his advisory role, he is involved with H&B Fields Inc., a distribution and delivery business. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm provides tailored portfolio management and financial planning using a range of investment strategies and often employs third-party asset managers to meet client objectives.

Jeffrey Lasky is a financial advisor at Latitude Advisors, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Latitude Advisors and GWN Securities since 2009. In addition to his advisory role, he is an independent insurance agent specializing in fixed and health insurance and owns Jeffrey Lasky Financial Services LLC, a holding company for his related activities. Latitude Advisors serves individual and business clients, providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental and quantitative analysis, managing most client relationships on a discretionary basis.

David Zoller is a financial advisor with Lifeworks Advisors, LLC, holding a Series 66 credential and 16 years of industry experience. He previously worked at LaSalle St. Investment Advisors, LLC for 15 years and has been involved with Streamline Financial Services and Zoller, Swanson and Company since 2009. Outside of his advisory work, Zoller is engaged in tax preparation and runs educational platforms including a YouTube channel and blog focused on retirement planning and financial strategies. Lifeworks Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, and businesses, offering wealth management, financial planning, and retirement plan advisory services. The firm combines a planning-based tranche framework with a risk-based investment approach, utilizing diversified funds, third-party managers, and quantitative analysis, while maintaining integrated tax and accounting capabilities uncommon among multi-team advisors.

Joshua Cannata is a financial advisor at Arkadios Wealth Advisors with 9 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Arkadios Wealth Advisors in 2025, Cannata worked at Commonwealth Financial Network for nine years and at Lincoln Hall for two years. Outside of his advisory role, he owns Wind and Wheels, LLC, a vehicle holding company. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm employs a range of advisory programs and an internal portfolio team called Arkadios Managed Solutions to support customized, discretionary investment management across multiple asset classes.

Alexandra Furlong is a financial advisor at Northern Trust Securities, Inc. with 11 years of industry experience. She holds a Series 66 designation and has worked at Northern Trust Securities since 2017, with prior experience at PNC Investments, PNC Bank, and Ausdal Financial Partners. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven discretionary portfolio management through Separately Managed Accounts and other structured portfolios delivered via the Fidelity Managed Account Xchange platform.

Robert Marchese is a financial advisor at Curi Capital, LLC in Chicago, IL, holding Series 63 and Series 65 licenses with eight years of industry experience. He previously worked at RMB Capital Management LLC and Far Horizons Capital LLC. Outside of his advisory role, he has served as a consultant in investment consulting and client service for Capital Resource Management, Inc. Curi Capital serves individuals, families, institutions, retirement plan sponsors, and charitable organizations, managing approximately $9.83 billion across various investment vehicles. The firm employs a long-term, fundamental investment approach and combines in-house strategies with external managers to provide wealth management, asset management, and retirement plan solutions.

Todd Morgan is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Elmhurst, IL, holding Series 63 and Series 65 credentials with 42 years of industry experience. He has been with LaSalle St. Securities, Inc. since 1997. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses, offering both non-discretionary and discretionary management approaches.

Brent Novoselsky is a financial advisor at Alera Investment Advisors, LLC with 31 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His career includes roles at OSAIC, Triad Advisors, GCG Financial, and Securian Financial Services. Outside of his advisory work, he serves as co-chair of the scholarship program for Bnai Brith Sports Lodge, participates as vice president of the former NFL Players Association Chicago chapter, and acts as an ambassador for American Football in Israel. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, families, businesses, and institutions. The firm employs a long-term investment approach using internal management, affiliate platforms, and independent managers, while offering ERISA-focused services for retirement plans.

Austin Whittington is a CFP® with seven years of industry experience, currently serving as an advisor at McAdam LLC since 2018. His prior work includes roles at Hilliard Lyons and First Harrison Bank, as well as a period at Indiana University. 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, implementing portfolios primarily through fundamental analysis and a diversified allocation approach tailored to client risk tolerance and objectives.

Hugh Ketchie II is a financial advisor at Zacks Investment Management, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at both Zacks Investment Management since 2008 and LBMZ Securities Inc since 2011. Zacks Investment Management provides discretionary portfolio management to a diverse client base including individuals, trusts, retirement plans, and institutional investors. The firm employs a proprietary stock-ranking model focused on earnings-estimate revisions and offers a range of investment strategies and vehicles, operating across retail, institutional, and third-party channels.