Logan Andersen is a CFP® professional at JMG Financial Group Ltd with three years of industry experience. Prior to joining JMG Financial Group, he held positions at Marquette Companies and Miner Enterprises, Inc., and completed his education at the University of Illinois. JMG Financial Group serves individuals, trusts, retirement plans, business entities, and charitable organizations with comprehensive wealth and portfolio management, including in-house tax consulting and private investment fund advisory. The firm employs a planning-based, long-term investment approach centered on strategic asset allocation and utilizes a variety of investment vehicles, along with operational features such as held-away account management and account aggregation tools.

Ryan Alsop is a financial advisor at Northern Trust Securities, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Northern Trust Securities since 2018. Prior to that, he spent time at The University of Chicago Booth School of Business from 2016 to 2017. Northern Trust Securities, Inc. provides discretionary portfolio management to high-net-worth individuals, retail investors, and institutional clients through model-driven portfolios and a variety of separately managed accounts. The firm combines advisory, brokerage, and custody services, offering a broad range of investment options including proprietary and third-party products.

Matthew Richard is a financial advisor at Zacks Investment Management, Inc. with three years of industry experience. He holds a Series 65 designation and has worked at Zacks Investment Management since 2022. Prior to this, he was employed by Ducks Unlimited, the State of Illinois Governor's Office of Management and Budget, and Aviary Media. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, charitable and corporate entities, and institutional investors. The firm combines quantitative and qualitative analysis through proprietary Zacks models and offers a wide range of investment strategies and vehicles across retail, institutional, and third-party distribution channels.

Ryan Wittig is a financial advisor at IHT Wealth Management LLC with 26 years of industry experience. He holds a Series 66 designation and 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 combines fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA consulting through a network of approximately 153 advisors.

Daniel Saladino is a CFP® and Series 65-licensed financial advisor with four years of industry experience. He is currently affiliated with Mariner Platform Solutions and Archiwealth, providing advisory services in Chicago, IL. Prior to these roles, he worked at Mariner Wealth Advisors for several years. Mariner Independent serves high-net-worth individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, tax support, insurance solutions, and alternative investments through a variety of platforms and affiliated businesses.

Azmi Sharif is a financial advisor at FourStar Wealth Advisors, LLC in Chicago, IL, with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Nobles and Richards, Inc., LPL Financial, and Woodbury Financial Services. FourStar Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm utilizes both fundamental and technical analysis to tailor investment portfolios across various asset classes, while also managing private funds and providing retirement plan consulting.

Timothy Mason is a CFP® professional with 10 years of industry experience, currently serving at Ausdal Financial Partners, Inc. since 2015. He volunteers as a basketball and track and field coach at St. Mary School in Mokena, IL. 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, offering investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations.

Frank Pecucci is a financial advisor at The Mather Group, LLC with 10 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at The Mather Group since 2019, following a prior role at Insight Securities Inc. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering combined financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and customization options, integrating AI and machine-learning tools alongside human oversight.

Ryan Brown is a financial advisor at Ausdal Financial Partners, Inc. He holds the Series 66 designation and has one year of industry experience. Prior to joining Ausdal, he worked at Berman Capital Management and held various roles in other industries including nutrition and brewing. 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 wide range of advisory and financial planning services, tailoring investment strategies to client-specific objectives and utilizing multiple custodians and third-party managers.

Daniel Drallmeier is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Forum Financial Management, LP. He has worked at Forum Financial Management, LP in various capacities since 2012. Outside of his advisory role, he is a member of F.A.M. LLC, which provides management services to Forum Financial Management under a service agreement. Forum Financial Management, LP offers fee-based wealth management, financial planning, and qualified plan services 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 institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Robert Foley is a Series 65-licensed financial advisor at Apollon Wealth Management, LLC with eight years of industry experience. He previously worked at Podesta Capital Advisors, LLC and Gelber Group. Foley conducts his advisory practice from Chicago, IL. Apollon Wealth Management is a multi-team SEC-registered firm with approximately 145 advisors across 67 offices, managing about $11.56 billion in client assets. The firm serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of investment and financial planning services with a combination of centrally managed strategies and locally managed portfolios.

Dawn Cornwall is a financial advisor at The Mather Group, LLC with 17 years of industry experience. She holds the Series 63 designation and has been with The Mather Group since 2016. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customized portfolio options and integrates third-party AI tools alongside human oversight.

Jacob Bauer is a financial advisor with Kingsview Wealth Management, LLC in Chicago, IL, holding Series 65 and Series 63 licenses and six years of industry experience. His career includes roles at Foreside Fund Services and Wintrust Financial, as well as a position at the Kelley School of Business at Indiana University. He serves as Vice President of Advisor Strategy at Kingsview, focusing on supporting advisors in growing their fee base. Kingsview Wealth Management is a multi-advisor SEC-registered firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management through a combination of in-house investment strategies and third-party managers, including access to alternative investments and management of affiliated exchange-traded funds.

Max Miller is a financial advisor with Northern Trust Securities, Inc. in Chicago, IL, holding Series 63 and Series 66 licenses and four years of industry experience. His background includes roles at Hightower Advisors and Charles Schwab, as well as running a landscaping business. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that offers discretionary portfolio management through a model-driven wrap fee program, serving high-net-worth individuals, retail investors, and institutional clients with a range of separately managed accounts and strategist portfolios.

Heidi Verbiscer is a financial advisor at Forum Financial Management, LP, holding a Series 65 designation with six years of industry experience. She is also the president and owner of Generations Tax & Advisory Services, LLC, a CPA firm specializing in taxation strategy, compliance, and generational business and family wealth planning. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm utilizes model asset-allocation portfolios based on Modern Portfolio Theory, primarily implementing these through institutional mutual funds and ETFs, and offers back-office and sub-advisory services to independent advisors and RIAs.

Lauren Madera is a CFA® charterholder and Series 63 licensee with 10 years of industry experience. She is currently with OneSeven and has prior experience at Ross, Sinclaire & Associates, LLC. Madera serves as a volunteer member of the Board of Trustees for The Miami Valley School in Dayton, Ohio. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach using diversified portfolios including mutual funds, ETFs, and individual securities, and incorporates due diligence, discretionary and non-discretionary arrangements, and access to alternative investments and private placements.

Kevin Ryan is a CFP® with five years of industry experience, currently serving as an advisor at JMG Financial Group Ltd. He has worked at JMG Financial Group since 2019, with prior experience at Forum Financial Management, LP and Ehlert Financial Group, Inc. JMG Financial Group Ltd provides wealth management, portfolio management, and financial 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, utilizing a variety of investment vehicles and offering specialized features such as held-away account management and tax-aware strategies.

Joseph Knecht is a CFP® and CFA® with 13 years of industry experience. He is currently with BMO Family Office, LLC and has worked at BMO Harris Bank N.A. since 1992. BMO Family Office provides discretionary investment management, advisory services, and family wealth strategies to ultra-high-net-worth individuals, families, foundations, and institutional clients. The firm’s investment approach combines asset allocation with quantitative and qualitative due diligence and is supported by its integration within the larger BMO Financial Corp. group.

Logan Finnegan is a Series 65-licensed financial advisor at Chicago Partners Investment Group LLC with one year of industry experience. His background includes academic roles at DePaul University and Indiana University. Chicago Partners Investment Group LLC provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, trusts, not-for-profit plans, endowments, corporations, and other entities. The firm emphasizes a long-term, diversified, asset-allocation approach that incorporates fundamental analysis and quantitative optimization across multiple asset classes, including mutual funds, ETFs, direct indexing, fixed income, and select alternative strategies.

Keith Cardoza is a CFA® charterholder with 17 years of industry experience. He has been with Brownson, Rehmus & Foxworth, Inc. since 2008. The firm provides personalized, fee-only financial counseling and non-discretionary investment advisory services to individuals, families, trusts, estates, private foundations, qualified retirement plans, and senior corporate executives. Their approach emphasizes in-depth discovery and customized long-term asset allocation strategies, focusing on broad diversification and client-directed decision-making.