Joshua Robinson is a financial advisor with Forum Financial Management, LP and holds the Series 63 and Series 65 designations. He has 23 years of industry experience, including roles at Purshe Kaplan Sterling Investments and PR Wealth Management Group, Inc. Robinson serves as a board member and part owner of Short Hills Country Club, a nonprofit organization. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm uses model asset-allocation portfolios based on Modern Portfolio Theory and emphasizes wholesale relationships by offering turnkey asset management, back-office services, and advisory access to held-away accounts.

Thomas O'gara is a financial advisor at Chicago Partners Investment Group LLC with a Series 65 credential. He has been with the firm since 2025 and has prior experience in various roles outside the financial industry, including positions at the University of St. Thomas and Broadway Electric Inc. Chicago Partners Investment Group advises a diverse client base ranging from non-high-net-worth individuals to corporations and endowments. The firm employs a long-term, diversified investment approach, utilizing fundamental analysis and customized portfolios, and is notable for sponsoring affiliated pooled investment vehicles and serving insurance company clients.

Matthew Mueller is a financial advisor at Composition Wealth, LLC based in Chicago, IL, holding a Series 65 designation with 13 years of industry experience. His prior roles include positions at Focus Partners Wealth, Kovitz Investment Group Partners, Telemus Capital, and Barrington Strategic Wealth Management Group. Composition Wealth is an SEC-registered investment adviser managing approximately $9.5 billion on a discretionary basis through a multi-advisor platform. The firm serves individuals, trusts, businesses, retirement plans, and broker/dealers using a long-term, asset-allocation driven approach that incorporates diversified portfolios of mutual funds, ETFs, individual securities, and alternative strategies.

Eric Metz is a CFA® charterholder and holds a Series 66 license with nine years of industry experience. He is currently with BlackRock Investments, LLC and BlackRock, having joined in 2024 after nine years at SpiderRock Advisors, LLC. SpiderRock Advisors, LLC provides discretionary overlay and portfolio management services to institutional and wealth-management clients, employing a rules-based, systematic approach that integrates quantitative and fundamental inputs. The firm specializes in listed derivatives and dynamic option overlays, serving a diverse client base that includes asset managers, registered investment advisors, and high-net-worth individuals.

Amanda Williams is a financial advisor at Northern Trust Securities, Inc. in Chicago, IL, with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at multiple firms including Raymond James and Cetera Advisors over her career. Northern Trust Securities, Inc. provides investment advisory and model-based managed account services to high-net-worth individuals and institutional clients. The firm uses model-driven strategies combining proprietary and third-party funds, supported by governance reviews and technology platforms, and offers services including discretionary wrap fee programs and tax management.

Caedmon Meisenheimer is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LaSalle St. Investment Advisors since 2022. Outside of his advisory role, he is involved with Go Mission Trip, LLC, which assists ministries and missionaries with trip and temporary health insurance. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and a range of portfolio management services. The firm employs both passive and active investment strategies across various asset classes and manages a majority of assets on a non-discretionary basis.

Prakash Moktan is a financial advisor with WORLD EQUITY GROUP, Inc. in Schaumburg, Illinois, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has been with WORLD EQUITY GROUP since 2006. Outside of his advisory role, he is also involved in the solicitation, sale, and service of term life insurance as an owner and agent. WORLD EQUITY GROUP, Inc. provides fee-based investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm offers managed portfolios through wrap-fee programs that combine discretionary portfolio management, financial planning, and access to third-party money managers, utilizing risk-tolerance questionnaires to guide asset allocation.

Jenna O'Connell is a financial advisor with HighPoint Planning Partners, holding a Series 66 designation and 12 years of industry experience. She has worked at LPL Financial since 2016 and joined HighPoint Advisor Group in 2024. HighPoint Advisor Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and a wrap-fee program, implementing portfolios through fundamental analysis and a variety of investment vehicles.

Peter Kalamaras is a financial advisor with Ausdal Financial Partners, Inc., holding a Series 66 designation and one year of industry experience. He has prior work experience at Howw MFG and Milwaukee County Parks, among other roles. Outside of advising, he is involved as a co-managing member of a self-storage rental business. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a range of advisory and brokerage services with customized investment strategies developed at the advisor level.

Brian Gray is a financial advisor with Concurrent Investment Advisors, LLC, holding the Series 66 designation and 18 years of industry experience. He has worked at several firms including Raymond James, Wells Fargo Advisors, and Financial Strategies Group, LLP. In addition to his advisory role, he is also licensed to sell fixed/traditional insurance products. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets across discretionary and non-discretionary mandates and employs a customized, long-term investment approach using ETFs, mutual funds, individual securities, and alternative investments.

Michael Corson is a financial advisor at United Advisor Group with three years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of advising, he is an independent insurance agent, primarily selling disability insurance. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent advisers, offering discretionary and non-discretionary investment management, financial planning, and family office services. The firm combines proprietary model portfolios, custom trading, and third-party money managers using a variety of analytical and asset-allocation strategies.

Brandon Hurckes is a financial advisor with Ausdal Financial Partners, Inc. and Clarity Group Midwest, LLC, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Hurckes/Mccord and Carvey Painting. Hurckes is also involved in insurance sales in addition to his advisory duties. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets through a network of approximately 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, implementing strategies across a range of asset classes and account types.

Peter Kearney is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at LaSalle St. Investment Advisors and LaSalle St. Securities since 2020, previously spending 14 years with Securities Service Network, Inc. and over three decades with Northwestern Mutual Life. Outside of his advisory role, he refers group health insurance leads to an independent agent. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs both passive and active investment strategies across a range of asset classes and is notable for managing a substantial portion of assets on a non-discretionary basis and utilizing fee-sharing and co-advisor arrangements with third-party managers.

Michael Ochoa is a financial advisor with Centennial Securities Company, Inc. in Chicago, IL, holding Series 63 and Series 66 designations and bringing 41 years of industry experience. He has been with Centennial Securities since 2011. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets and serves a diverse client base including individuals, trusts, retirement plans, foundations, and business entities. The firm offers discretionary and non-discretionary investment management, financial planning, and access to third-party manager programs, employing a range of investment strategies across various asset types.

Peter Hass is a Certified Financial Planner® with 39 years of industry experience. He is currently with IHT Wealth Management LLC, where he has worked since 2020. His prior experience includes roles at Sheridan Road Advisors, LPL Financial, and Independent Financial Partners. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools to manage diversified portfolios using ETFs, mutual funds, third-party managers, fixed income, and option strategies, and offers a range of fiduciary and consulting services through a network of approximately 153 advisors.

John Wyngaard is a financial advisor with CL Wealth Management LLC in Madison, WI, holding Series 63 and Series 65 designations and with 29 years of industry experience. He has worked at CL Wealth Management since 2011 and has been with Cabot Lodge Securities LLC since 2013. Outside of advisory work, he is involved in independent insurance sales through his own business, Bridgepoint Investments LLC. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio advisory services, financial planning, consulting, and client education, using a combination of fundamental and technical analysis tailored to each client’s objectives and risk tolerance.

Gregory Huffman is a financial advisor at Zacks Investment Management, Inc. in Chicago with 28 years of industry experience. He has worked at Zacks Investment Management since 2007. Huffman holds the Series 63 and Series 65 licenses. Zacks Investment Management provides discretionary investment management to individuals, trusts and estates, retirement plans, pooled investment vehicles, and institutional clients, including serving as portfolio manager for mutual funds and ETFs. The firm uses proprietary quantitative models combined with qualitative portfolio management to offer a broad range of strategies and distributes its investment solutions through various wrap-fee and unified managed account programs.

Jeff Lesniewicz is a financial advisor at VestGen Advisors, LLC with 18 years of industry experience. He previously worked at Raymond James Financial Services and Bank of America, among other firms. Lesniewicz serves as Chairman of the Board of Directors for The Athlete Collective Inc. VestGen Advisors is a multi-team registered investment adviser managing approximately $3.47 billion for about 9,453 clients. The firm serves individual and high-net-worth clients, offering a range of investment management and financial planning services that incorporate multiple analytical methods and may include third-party managers.

Katherine Scott is a financial advisor at Waverly Advisors, LLC in Chicago, IL, holding a Series 65 license with one year of industry experience. Her prior roles include positions at Promus Capital, LLC and work in education at Wheaton College and Cornerstone Christian Academy. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private markets allocations, serving both non‑HNW and high net worth clients.

Haskel Weiss is a financial advisor at HighPoint Planning Partners with four years of industry experience. He holds a Series 65 designation and has been with HighPoint Advisor Group since 2021. Outside of his advisory role, he serves as President of TWG Benefits, Inc., a non-investment related business he has been involved with since 1995. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $4 billion in client assets and employs a range of investment strategies and custodial platforms to construct individualized portfolios.