James Thornton is a financial advisor at VestGen Advisors, LLC with 20 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Merrill Lynch, Bank of America, and Raymond James Financial Services. Outside of his advisory role, he serves as a coach for the NFL, focusing on field compliance. VestGen Advisors, LLC 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 through discretionary and non-discretionary investment management, financial planning, and retirement plan services, utilizing a combination of analytical methods and third-party managers to implement client portfolios.

Ryan Kennedy is a CFA® charterholder with 14 years of industry experience. He is currently with Curi Capital, LLC and has spent the last 10 years at RMB Capital Management LLC. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, employer retirement plans, institutions, mutual funds, private funds, and family offices. The firm employs a long-term, fundamental investment approach with a bottom-up equity process and a relative-value fixed income strategy, integrating proprietary strategies, third-party managers, and private funds.

Kevin Shekell is a financial advisor at Ausdal Financial Partners, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Jackson National Life Distributors for 10 years. He is also involved in insurance sales and operates Shekell Wealth Management, LLC. Additionally, he serves as a notary public. 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 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, employing a range of discretionary and non-discretionary strategies across various asset classes.

Andrew Tennent is a financial advisor with B. Riley Wealth Advisors, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at B. Riley Wealth Advisors and B. Riley Wealth Management since 2011 and previously spent 20 years with National Securities Corp. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers various programs and financial services and manages approximately $4.21 billion in client assets through about 173 advisors.

Vincent Barone is a financial advisor at Aaron Wealth Advisors in Chicago, IL, with nine years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing from 2016 to 2019 before joining Aaron Wealth Advisors in 2019. Aaron Wealth Advisors serves business owners, entrepreneurs, sophisticated individuals, multi-generational families, and family offices, offering discretionary and non-discretionary portfolio management, investment consulting, and standalone financial consulting. The firm employs modern portfolio theory and option overlay strategies and manages a diverse client base, including institutional relationships, with an emphasis on high-touch consulting and custody services for certain digital assets.

John Smith is a financial advisor with Northern Trust Securities, Inc. in Chicago, IL, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with Northern Trust Securities since 2017, following a one-year tenure at Price Technology. Northern Trust Securities, Inc. is a multi-team firm offering discretionary portfolio management primarily to high-net-worth individuals, retail investors, and institutional clients. The firm delivers model-driven investment solutions, including Separately Managed Accounts and Strategist Portfolios, through the Fidelity Managed Account Xchange platform.

Keith Plywaczynski is a CFP® professional with 14 years of industry experience. He is the founder and CEO of Fortitude Financial Partners and currently serves as an advisor at Mariner Independent. His prior experience includes roles at Mariner Wealth Advisors and Mariner Platform Solutions. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, and access to third-party managers, with a notable integration of institutional and retirement plan resources.

Christopher Hurckes is a CFP® professional with six years of industry experience, currently serving as an advisor at Ausdal Financial Partners, Inc. since 2019. Prior to his advisory roles, he worked at Athletico Physical Therapy from 2012 to 2019. He is also a board member of the McHenry Chamber of Commerce, engaging in community activities. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets. The firm offers a range of advisory programs, retirement services, and financial planning to individuals, trusts, corporations, pension plans, and nonprofits, implementing strategies through discretionary and non-discretionary accounts with access to multiple custodians and investment products.

Robert Widman Jr. is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LaSalle St. Investment Advisors since 2009 and LaSalle St. Securities since 2003. 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 variety of asset classes and is notable for its predominance of non-discretionary asset management and use of fee-sharing and co-advisor arrangements.

Jessica Haages is a financial advisor at Forum Financial Management, LP with eight years of industry experience. She holds a Series 66 designation and has worked previously at Raymond James & Associates and Cetera Investment Services LLC. Outside of her advisory role, she is involved with Sorrento's Restaurant. Forum Financial Management, LP provides investment advisory services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm utilizes model asset-allocation portfolios based on Modern Portfolio Theory and offers a range of services including portfolio management, financial planning, and sub-advisory support to independent advisors and RIAs.

Nicholas Punzio is a financial advisor at VestGen Advisors, LLC in Chicago, IL, holding Series 63 and Series 66 credentials with 16 years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC, FIDELITY Personal and Workplace Advisors, and LPL Financial LLC. VestGen Advisors, LLC manages approximately $6.66 billion for about 22,790 clients through 53 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, ERISA 3(21) retirement plan services, and acts as a liaison to third-party managers, developing client-specific strategies based on goals, time horizon, and risk tolerance.

Christopher Lynn is a financial advisor at Integrated Advisors Network LLC with 19 years of industry experience. He holds a Series 65 designation and has operated JC Investment Management as a DBA since 2005. Integrated Advisors Network is an SEC-registered multi-team investment adviser that offers portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a combination of fundamental and quantitative analysis within a risk-profile framework and frequently uses third-party sub-adviser platforms to implement client strategies.

Christopher Ferraro is a financial advisor with HighPoint Planning Partners and holds Series 63 and Series 66 licenses. He has 12 years of industry experience, including previous roles at Northern Trust Securities, Wells Fargo Clearing, and JP Morgan Securities. Ferraro is dually registered with HighPoint Advisor Group, LLC, and LPL Financial, conducting the majority of his work as an Investment Advisor Representative. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm manages approximately $4.0 billion in assets and employs a fundamental analysis approach to construct individualized investment policies across various asset types, with continuous account monitoring and formal annual reviews.

Sandra Hernandez is a financial advisor at Northern Trust Securities, Inc. with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Northern Trust Securities since 2023. Her prior experience includes roles at Robinhood Markets, Inc., Robinhood Financial, LLC, TD Ameritrade, and a decade at Cintas. 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 offers model-driven investment solutions including SMAs and Fund Strategist Portfolios, combining advisory, brokerage, and custody services under one platform.

William Davis is a Certified Financial Planner® (CFP®) with seven years of experience at Forum Financial Management, LP, where he has been employed since 2015. He serves as Treasurer for the Lake Eleanor Estates Homeowners' Association, overseeing finances and managing expenditures. 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 acts as a sub-advisor and turnkey asset management platform for other independent RIAs, implementing portfolios primarily with DFA mutual funds and ETFs following a Modern Portfolio Theory approach.

Heather Corley is a financial advisor with HighPoint Planning Partners, holding Series 65 and Series 63 licenses and seven years of industry experience. She has worked at HighPoint Advisor Group since 2021 and previously held roles at LPL Financial, Trapp Financial, and Brookstone Capital Management. In addition to advising, she provides administrative support to HighPoint Advisor Group. 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, using a diversified investment approach that includes mutual funds, ETFs, individual securities, REITs, options, and third-party platforms.

Patrick Keenan is a financial advisor at Madison Avenue Securities, LLC with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Madison Avenue Securities, he worked at Sagepoint Financial, Inc. for 14 years and OSAIC for 2 years. He is also president of Financial Security Consultants, Inc., an insurance sales and services firm. Madison Avenue Securities provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, and consulting services through its network of investment adviser representatives.

Matthew Zivick is a financial advisor at IHT Wealth Management LLC in Chicago, IL, holding a Series 66 designation with 17 years of industry experience. He has been with IHT Wealth Management and LPL Financial since 2014. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach combining fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, ERISA consulting, and access to third-party managers through a network of approximately 153 advisors.

Kimberly Taylor is a financial advisor at HighPoint Planning Partners with 18 years of industry experience. She holds the Series 66 designation and previously worked at VANTAGE FINANCIAL PARTNERS Limited from 2006 to 2024. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm manages approximately $4.0 billion in client assets and uses fundamental analysis to construct individualized investment policies across various asset classes, offering both ongoing wealth management and stand-alone planning services.

Danny Delgado is a financial advisor at Silver Oak Securities, Incorporated with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including B. Riley Wealth Management and Purshe Kaplan Sterling Investments. Delgado is also involved with Arbor Financial Advisors in a financial advisor capacity. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets across a network of over 100 financial professionals. The firm offers personalized portfolio management, a unified managed account program, financial planning, and third-party manager referrals, delivering investment advice primarily on a discretionary basis.