Martin Campbell is a financial advisor with HighPoint Planning Partners and holds a Series 66 designation. He has 17 years of industry experience and has worked with LPL Financial since 2009 and HighPoint Advisor Group since 2016. Outside of his advisory role, he is the owner of Dirty Chicago Clothing, LLC. 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 $4.0 billion in client assets and employs a fundamental analysis approach to construct individualized investment policies across various securities and program solutions.

Tammy Roman is a financial advisor at Fourstar Wealth Advisors, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Byline Bank for seven years. Fourstar Wealth Advisors provides investment management, comprehensive financial planning, and retirement plan consulting to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and broader wealth management services, utilizing both fundamental and technical analysis tailored to clients’ risk tolerances and objectives.

Scott Frazin is a CFA® charterholder with nine years of industry experience and is currently an advisor at Chicago Capital, LLC. His prior experience includes roles at Gofen and Glossberg, L.L.C., Corient Services LLC, and CIPW Service Company, LLC. Frazin serves on the executive committee of Anshe Emet Synagogue and is involved as Gala Chair on the executive committee of the Judd Goldman Adaptive Sailing Foundation. Chicago Capital provides discretionary investment management and financial planning services to individuals, families, foundations, and institutions. The firm combines fundamental and technical research to build customized portfolios while managing over $4.8 billion in client assets with a focused advisory team.

Eric Hoffman is a financial advisor at IHT Wealth Management LLC in Chicago, IL, holding a Series 66 designation with eight years of industry experience. He has worked with firms including Morgan Stanley Private Bank, N.A., Morgan Stanley, BMO Harris, CiTIGROUP, and Bank of America. IHT Wealth Management serves individuals, corporate and institutional entities, and retirement plan sponsors, offering discretionary asset management, financial planning, and ERISA plan consulting among other services. The firm uses a combination of proprietary model portfolios, third-party managers, and discretionary OCIO mandates, employing strategies such as fundamental value screening, quantitative optimization, and periodic rebalancing.

Mario Bernardi is a financial advisor at Centennial Securities Company, Inc. in Chicago, IL, holding Series 63 and Series 65 designations with 39 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 serving individuals, trusts, estates, retirement plan sponsors, foundations, and business entities. The firm offers discretionary and non-discretionary investment management, financial planning, and access to third-party manager programs, employing fundamental and technical analysis to create customized portfolios.

Jonathan Nickow is a CFP® and CFA® with eight years of industry experience. He has been with Summit Trail Advisors, LLC since 2016 and is also associated with Summit Trail Securities, LLC. In addition to his advisory role, he serves in various capacities for certain client trusts affiliated with the investment adviser. Summit Trail Advisors serves a diverse client base including individuals, families, charitable organizations, corporate entities, trusts, estates, and institutional retirement plans. The firm employs an open-architecture investment approach focused on asset allocation, investment selection, and portfolio construction, utilizing a range of investment vehicles and ongoing manager due diligence.

Mark Fleming is a CFP® with eight years of industry experience, currently serving as a financial advisor at Compass Financial Management LLC. His prior roles include positions at Paradigm Wealth Management, Sentinus, LLC, and Topel Formon LLC. He holds limited partnership interests in real estate developments inherited from his family. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates, providing discretionary portfolio management and retirement plan consulting. The firm employs a multi-disciplinary investment approach combining fundamental, technical, charting, and cyclical analysis across various asset classes.

David Hennings is a financial advisor with StoneX Advisors Inc. in Oak Park, IL, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with StoneX Advisors since 2015 and StoneX Securities since 2014. Outside of his advisory role, he serves as assistant treasurer for the Cedar Point Parks Association homeowners association. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services. The firm utilizes a combination of independent advisors, in-house teams, and multiple account structures to implement investment strategies through proprietary and third-party managers.

Bruce Berman is a financial advisor with Silver Oak Securities, Incorporated, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His prior roles include positions at Cetera Advisors LLC and Bright Futures Wealth Management, LLC. He is also the owner of Lifetime Financial Group, LLC, an independent financial professional firm. Silver Oak Securities, Inc. provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets. The firm offers portfolio management, financial planning, and third-party manager referrals, delivering investment advice primarily on a discretionary basis tailored to clients’ objectives and risk tolerances.

Matthew Reinhardt is a CFA® charterholder affiliated with Merit Financial Advisors in Mount Prospect, IL. He has prior experience at Biggs Mansion, CIBC Private Wealth, CIBC Bank USA, and DePaul University Athletics. Reinhardt joined Merit Financial Advisors in 2026. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving approximately 20,040 clients across 66 offices and managing about $23.9 billion in client assets. The firm offers coordinated wealth-management services focused on long-term, diversified portfolios supported by an internal Investment Management team and customizable investment models.

Cody Dunifon is a CFP® with six years of industry experience, currently advising at The Mather Group, LLC since 2020. Prior to joining The Mather Group, he worked at Altair Advisors for four years. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach featuring risk-based allocation models and tax-synchronized portfolio construction, with options for customization such as direct indexing and ESG portfolios.

Cynthia Mann is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Commonwealth Financial Network, Grove Point Advisors, and LPL Financial. Mann is the owner of Mann Financial Group, LLC, a private entity facilitating securities, advisory, and insurance business. 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 multiple asset classes and manages a substantial portion of assets on a non-discretionary basis.

Daniel Smyczynski is a CFP®-certified financial advisor with Ausdal Financial Partners, Inc. in Arlington Heights, IL, and has 43 years of industry experience. He has been with Ausdal since 2009. Outside of his advisory role, he is also involved in the sale of insurance products. 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 serves individuals, trusts, corporations, pension plans, and charitable organizations, offering a range of advisory programs and brokerage services that include investment management, retirement planning, and insurance products.

David Meyers is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding a Series 65 designation with 10 years of industry experience. He has been with Zacks Investment Management since 2014. 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 stock-ranking models and offers a wide range of investment strategies alongside model portfolios and alternative private funds.

William Murray is a CFA® charterholder with five years of industry experience, currently serving at Chicago Partners Investment Group LLC since 2020. Prior to this, he worked at Chicago Equity Partners for 26 years. Chicago Partners Investment Group LLC advises a diverse client base, including individuals, trusts, not-for-profit plans, endowments, and corporations. The firm employs a long-term, diversified investment approach, utilizing fundamental analysis to build customized portfolios and offering a range of services such as portfolio management, financial planning, and retirement plan consulting.

Roger Anderson is a Certified Financial Planner (CFP®) and CPA with 37 years of industry experience. He has been with Ausdal Financial Partners, Inc. since 2009 and has operated his own tax preparation service since 1994. In addition to his advisory work, Anderson provides tax preparation services during part of the year and is involved in outside insurance sales. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer that manages 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, utilizing a range of investment products and both discretionary and non-discretionary account management.

Linda Diebold is a Series 65-licensed financial advisor with Avantax Planning Partners, Inc. in Bloomingdale, IL, where she has worked for 27 years. Her industry experience spans 34 years, including roles at Honkamp Krueger Financial Services and her own firm, Diebold & Associates. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, charitable organizations, and businesses. The firm utilizes style allocation models overseen by an investment advisory committee and offers tax-intelligent strategies, working primarily through a network of CPA firms and registered Advisor Representatives.

Mitchell Dudley is a financial advisor with Kinetic Investment Management, Inc., holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Kinetic, he worked in various roles including sales consulting and positions at SWYFT Solutions and Tegus. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities by providing portfolio management, financial planning, and sub-advisory services. The firm employs diverse analytical methods and a primarily long-term trading approach, offering access to a broad range of asset types, including higher-risk investments when appropriate.

Scott Sprandel is a financial advisor at Zacks Investment Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at both Zacks Investment Management since 2013 and Lbmz Securities, Inc. since 2015. Zacks Investment Management provides discretionary portfolio management services to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm employs a proprietary investment process combining quantitative and qualitative analysis and serves as both a direct manager and a provider of indices, models, and alternative private funds across multiple distribution channels.

Nicholas Demetral is a financial advisor at Zacks Investment Management, Inc., holding a Series 66 designation with one year of industry experience. His prior roles include positions at Raymond James Financial and Raymond James Financial Services, Inc., as well as employment at Greystone Golf Club & Banquet. Zacks Investment Management provides discretionary investment management to a range of clients including individuals, trusts, retirement plans, and institutional investors, using proprietary quantitative models combined with qualitative portfolio management across various strategies. The firm also manages affiliated mutual funds and ETFs and distributes strategies through multiple account platforms.