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. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Raymond James and Cetera Advisors LLC. Williams has been with Northern Trust Securities and Northern Trust Bank since 2020. Northern Trust Securities, Inc. is an SEC-registered investment adviser and broker-dealer that provides discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients, offering separately managed accounts and strategist portfolios via the Fidelity Managed Account Xchange platform.

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 310 Wealth Planning, LLC, providing financial planning and marketing services, and Go Mission Trip, LLC, which assists ministries and missionaries with insurance and related services. LaSalle St. Investment Advisors offers fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, and charitable organizations. The firm provides both non-discretionary and discretionary management programs and is noted for a predominance of non-discretionary assets under management.

Jenna O'Connell is a financial advisor at Highpoint Planning Partners with 12 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2016 before joining Highpoint Advisor Group. Highpoint Advisor Group serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and uses a variety of investment platforms to implement client portfolios.

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 a Series 66 credential and 19 years of industry experience. He has previously worked at firms including Purshe Kaplan Sterling Investments, Financial Strategies Group, LLP, Next Retirement Solutions, and Wells Fargo Advisors. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios that may include ETFs, mutual funds, individual securities, and alternative investments, supported by a network of approximately 286 advisors.

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 at LaSalle St. Investment Advisors, L.L.C. with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Northwestern Mutual Life and Securities Service Network, Inc. Outside of his advisory role, he refers group health insurance leads to another agent through a non-investment related activity. 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. The firm offers both non-discretionary and discretionary management programs, emphasizing a predominance of non-discretionary assets, and utilizes a range of investment vehicles along with third-party manager oversight.

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.

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 five years of industry experience. He holds the Series 65 credential and has served as president of TWG Benefits, Inc., a non-investment related business, since 1995. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities with discretionary asset management, financial planning, retirement plan advisory, and related services. The firm constructs client investment policies through personal consultations and implements diversified portfolios using fundamental analysis across various asset classes.

Melissa Martin is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Bartlett & Co. Wealth Management LLC since 2019. Prior to joining Bartlett, she worked at Kovitz Investment Group Partners, LLC and Kovitz Securities, LLC from 2015 to 2019. She is a board member of Tuesday's Child, a nonprofit organization focused on behavioral support for families, where she contributes to strategic and budget planning, fundraising, and volunteer activities. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and institutional clients, providing discretionary wealth management and comprehensive financial planning. The firm emphasizes diversified asset allocation, relative-value fixed income analysis, and uses mutual funds and ETFs to implement targeted exposures, while also leveraging third-party platforms and service providers.

Kevin Pendergast is a financial advisor with Brownson, Rehmus & Foxworth, Inc. He holds a Series 66 designation and has 11 years of industry experience. Since 2014, he has been affiliated with The AYCO Company, L.P./Mercer Allied, where he provides financial counseling, including estate, insurance, investment, and income tax planning, as well as tax and other financial advice. Brownson, Rehmus & Foxworth, Inc. offers 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. The firm emphasizes a thorough discovery process and customized long-term asset allocation strategies that consider taxes, inflation, and liquidity, with clients retaining final decision authority.

Peter Amling is a Certified Financial Planner (CFP®) with 17 years of industry experience. He is currently with SteelPeak Wealth, LLC and previously operated Amling Investments LLC for 16 years. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and family offices. The firm provides financial planning, discretionary portfolio management, alternative strategy consulting, and access to non-purpose loan solutions, implementing advice through proprietary and custom model portfolios monitored by its Institute of Portfolio Management & Economic Strategy.

Brett Pawelkiewicz is a financial advisor with Highpoint Planning Partners in Downers Grove, IL, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at LPL Financial, Northwestern Mutual, Redwing Financial, and The Lighthouse Institute. He also provides administrative support to HighPoint Advisor Group, an independent investment advisor firm. 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 uses fundamental analysis to construct diversified client portfolios across various investment vehicles.

Andrew Keppy is a financial advisor at Highpoint Planning Partners with 25 years of industry experience. He holds the Series 66 designation and has worked previously at Level Four Advisory Services and LPL Financial. Highpoint Planning Partners serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and uses a variety of investment strategies and third-party platforms to implement client portfolios.