Todd Lestina is a financial advisor with Latitude Advisors, LLC, holding a Series 66 designation and over 20 years of industry experience. He has been with Latitude Advisors and GWN Securities, Inc. since 2009, and owns Lestina & Associates, LLC, a tax preparation and accounting firm. He is also an independent insurance agent specializing in fixed and health insurance products. Latitude Advisors serves individuals, high-net-worth clients, and various institutional and corporate entities, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of valuation-driven and momentum-based multi-asset model strategies, managing most accounts on a discretionary basis with continuous monitoring and rebalancing.

Adam Spector is a CFP® professional with nine years of experience in financial advising, currently with The Mather Group, LLC in Chicago, IL. He has been with The Mather Group since 2016 in various capacities. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customizable portfolios and leverages AI tools under human oversight to support market analysis and client communications.

Brett Heniss is a financial advisor at Financial & Tax Architects, LLC with a Series 65 credential and one year of industry experience. Prior to joining Financial & Tax Architects, he worked at Power Home Remodeling, Penny Mustard Furnishings, Northwestern Mutual, and Raymour & Flanagan. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” using exchange-traded funds, individual securities, and trend-aware rebalancing, with most client relationships managed on a discretionary basis.

Nicholas Grose is a financial advisor with Bay Colony Advisors, holding a Series 65 designation and two years of industry experience. Prior to joining Bay Colony Advisors in 2024, he worked at Patomak Global Partners and Alfta GIF, and has academic experience from George Mason University and Ohio University. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients by providing comprehensive financial planning, portfolio management, retirement plan consulting, and related advisory services. The firm combines family-office and concierge services with institutional retirement fiduciary offerings, employing a fundamental, long-term investment approach alongside access to model portfolios and third-party sub-advisers.

Kurt Yndestad is a financial advisor with IHT Wealth Management LLC in Chicago, IL, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His prior roles include positions at J.P. Morgan Chase Bank NA and J.P. Morgan Securities Inc. Yndestad has been with IHT Wealth Management and LPL Financial since 2019. IHT Wealth Management serves individual, corporate, and institutional clients, offering discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm employs a combination of fundamental value screening, quantitative optimization, and portfolio rebalancing, incorporating proprietary model portfolios and third-party managers tailored to clients’ objectives and risk tolerances.

Christopher Burke is a financial advisor with Apollon Wealth Management, LLC, holding Series 63 and Series 65 licenses and 20 years of industry experience. He previously worked at Podesta Capital Advisors, Podesta & Co., and J.P. Morgan Securities. Outside of Apollon, he serves as Managing Partner at Podesta Capital Advisors (PCA), LLC. Apollon Wealth Management is a multi-team SEC-registered adviser managing approximately $11.56 billion in assets through a network of 145 advisors. The firm serves individuals, families, family offices, trusts, businesses, and other entities, employing a combination of fundamental analysis, tactical allocations, ESG models, and technology tools within a hybrid investment approach that includes pooled vehicles, sub-advisory services, and portfolio management for insurance-dedicated funds.

Wayne Hoffman is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LBMZ Securities Inc, Zacks Investment Management, and Arrow Investment Advisors, LLC. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm combines quantitative and qualitative analysis using proprietary Zacks models and offers a range of strategies and investment vehicles across retail, institutional, and third-party distribution channels.

Philip Telpner is an investment advisor representative with Lifeworks Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Breakout Private Wealth LLC, JPMorgan Chase & Co., and Morgan Stanley. Outside of advisory services, he is involved in insurance sales, dedicating approximately 10% of his time to this activity. Lifeworks Advisors serves individuals, charitable organizations, trusts, estates, retirement plans, and businesses with wealth management, financial planning, and portfolio management services. The firm employs a planning-based or risk-based investment approach, utilizing model strategies that combine low-cost funds, individual securities, options, and third-party managers, supported by quantitative and fundamental analysis and AI decision tools.

Bradley Miller is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Elmhurst, IL, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LaSalle St. Securities, L.L.C. since 2006. Outside of his advisory role, he serves as president of Keystone Wealth Management, Inc., a business created for tax and accounting purposes related to self-employment. LaSalle St. Investment Advisors offers fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary investment programs, managing a significant portion of assets on a non-discretionary basis.

Regina Wood is a CFP® with 17 years of industry experience, currently serving at Brownson, Rehmus & Foxworth, Inc. since 2001. She holds a Series 65 license and is based in Chicago, IL. Brownson, Rehmus & Foxworth, Inc. provides fee-only financial counseling and non-discretionary investment advisory services to individuals, families, trusts, estates, private foundations, and corporate executives. The firm emphasizes customized long-term asset allocation with broad diversification, maintaining a principal-led, high-touch engagement model for approximately 250 client families.

Ivy Daily is a financial advisor at Northern Trust Securities, Inc. with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with Northern Trust Securities, Northern Trust Bank, and Denton Capital Partners LLC since 2013. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer that provides discretionary portfolio management through a wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients with model-driven portfolios that include proprietary and third-party products, combining advisory, brokerage, and custody services.

Jason Briscoe is a financial advisor with LaSalle St. Investment Advisors, L.L.C. holding a Series 66 designation and 25 years of industry experience. He has worked at LaSalle St. Investment Advisors since 2012 and previously held positions at firms including BrokersXpress LLC and Banc of America Investment Services, Inc. Outside of his advisory role, Briscoe owns businesses involved in tax preparation and commercial, home, and auto insurance. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, emphasizing non-discretionary asset management, and employs a diversified approach involving mutual funds, ETFs, equities, fixed income, and options.

Christopher Fischer is a CFP® with 17 years of industry experience, currently serving as a financial advisor at The Mather Group, LLC. He has worked at The Mather Group since 2017, including prior experience at Edelman Financial Services, LLC. Fischer serves on the board of The Maggie Fischer Memorial Great South Bay Cross Bay Swim, a charitable organization involved in planning and executing the annual swim event. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering integrated financial planning, investment management, tax and estate planning, and family office services. The firm follows an evidence-based investment approach with risk-based allocation models and offers portfolio customization alongside the use of AI and machine-learning tools under human oversight.

Frederick Paulman is a CFP® with 24 years of industry experience, currently serving at Curi Capital, LLC. He previously worked at UBS Financial Services from 2002 to 2005 before joining RMB Capital Management, where he spent 21 years. Outside of finance, he is involved with Peerless of America, Inc., where he dedicates time working on accounting and manufacturing two days per month. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm emphasizes a long-term, fundamentally driven investment approach implemented across various portfolio types and offers both discretionary and non-discretionary services.

Renee Duba is a CFP® with 37 years of industry experience and is currently with Mutual Advisors, LLC, where she has worked since 2017. Her prior experience includes roles at Stevens Wealth Management LLC and Merrill. She serves as Treasurer and Director on the board of The Admiral at the Lake Foundation, a nonprofit retirement community. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm offers asset management, financial planning, and consulting services using both active and passive strategies tailored to client objectives and is notable for its scale of institutional work and specialized client types.

Brian Kearns is a CFP®-designated financial advisor with 14 years of industry experience. He is currently with Mutual Advisors, LLC, where he has worked since 2019. His prior roles include positions at Twombly Asset Management, Emberhouse, Morgan Stanley, and Mass Mutual Investors Services. Outside of advisory work, Kearns serves as Co-Chair of the Personal Financial Planning Forum for the Illinois CPA Society and is Treasurer for the Sons of the American Legion Post 42; he also leads a tax preparation service business. Mutual Advisors, LLC serves a diverse range of clients, including individual investors, trusts, retirement plan participants and sponsors, and institutional investors. The firm offers asset management and financial planning services, employing a blend of active and passive strategies tailored to client objectives, and is notable for its scale of institutional work and use of specialized platforms and third-party manager relationships.

Jacqueline Bulava is a Series 66 licensed advisor with eight years of industry experience, currently with LaSalle St. Investment Advisors, L.L.C. She has previously worked with firms including Osaic Advisory Services, Arbor Point Advisors, and Securities America, Inc. Outside of her advisory role, she is involved as an independent life insurance agent and serves as Director of Operations for The Bulava Group, a real estate sales business. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary investment management, utilizing asset allocation models and a range of investment vehicles, and manages a predominance of assets on a non-discretionary basis.

Charles Lesser is a CFP®-credentialed financial advisor at Performance Wealth with six years of industry experience. He previously worked at Balasa Dinverno Foltz LLC and EFG Advisors. He has also held roles outside of financial services, including positions at Otis Elevator Company and Illinois State University. Performance Wealth serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans by providing discretionary and non-discretionary investment management, comprehensive wealth management, and financial planning services. The firm employs a primarily long-term, portfolio-focused investment approach using diversified allocations of low-cost mutual funds and ETFs alongside individual securities and alternative investments.

Brent Penrose is a financial advisor with Northern Trust Securities, Inc. in Chicago, IL. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. Prior to joining Northern Trust in 2025, he worked at JPMorgan Securities LLC, UBS Financial Services, Inc., HSBC Securities USA Inc., and Wells Fargo Clearing. He serves on the board of Little Heroes League, a nonprofit organization that provides funding for children born with multiple major organ defects. Northern Trust Securities, Inc. is a wholly owned subsidiary of Northern Trust Corporation that provides discretionary portfolio management and brokerage services to high-net-worth individuals, retail investors, and institutional clients. The firm uses a model-driven investment approach with a range of proprietary and third-party products, delivering portfolios through the Fidelity Managed Account Xchange platform.

Katherine Ruetz 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 previously at JPMorgan Securities LLC and JPMorgan Chase Bank NA. Northern Trust Securities, Inc. serves high-net-worth individuals, retail investors, and institutional clients, offering discretionary portfolio management through model-driven strategies that include Separately Managed Accounts, Fund Strategist Portfolios, and Strategist Unified Managed Accounts via the Fidelity Managed Account Xchange platform.