Amanda Williams is a financial advisor at Northern Trust Securities, Inc. in Chicago, IL, with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at multiple firms including Raymond James and Cetera Advisors over her career. Northern Trust Securities, Inc. provides investment advisory and model-based managed account services to high-net-worth individuals and institutional clients. The firm uses model-driven strategies combining proprietary and third-party funds, supported by governance reviews and technology platforms, and offers services including discretionary wrap fee programs and tax management.

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 Go Mission Trip, LLC, which assists ministries and missionaries with trip and temporary health insurance. 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 various asset classes and manages a majority of assets on a non-discretionary basis.

Jenna O'Connell is a financial advisor with HighPoint Planning Partners, holding a Series 66 designation and 12 years of industry experience. She has worked at LPL Financial since 2016 and joined HighPoint Advisor Group in 2024. HighPoint Advisor Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and a wrap-fee program, implementing portfolios through fundamental analysis and a variety of investment vehicles.

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 the Series 66 designation and 18 years of industry experience. He has worked at several firms including Raymond James, Wells Fargo Advisors, and Financial Strategies Group, LLP. In addition to his advisory role, he is also licensed to sell fixed/traditional insurance products. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets across discretionary and non-discretionary mandates and employs a customized, long-term investment approach using ETFs, mutual funds, individual securities, and alternative investments.

Matthew Schaap is a CFP® professional with three years of industry experience, currently serving at Modern Wealth Management, LLC. He has worked previously at OFM Wealth, Heritage Planning Partners, and Busey Wealth Management. He also holds an insurance license, overseeing existing life insurance and variable annuities. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans.

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 with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at LaSalle St. Investment Advisors and LaSalle St. Securities since 2020, previously spending 14 years with Securities Service Network, Inc. and over three decades with Northwestern Mutual Life. Outside of his advisory role, he refers group health insurance leads to an independent agent. 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 range of asset classes and is notable for managing a substantial portion of assets on a non-discretionary basis and utilizing fee-sharing and co-advisor arrangements with third-party managers.

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 four years of industry experience. He holds a Series 65 designation and has been with HighPoint Advisor Group since 2021. Outside of his advisory role, he serves as President of TWG Benefits, Inc., a non-investment related business he has been involved with since 1995. 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 billion in client assets and employs a range of investment strategies and custodial platforms to construct individualized portfolios.

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 at HighPoint Planning Partners with 11 years of industry experience. He holds the Series 66 designation and has worked previously at firms including 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 offers discretionary asset management, financial planning, and consulting services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $4.0 billion in client assets and employs a fundamental analysis approach to construct individualized investment policies across various asset classes.

Andrew Keppy is a financial advisor with HighPoint Planning Partners, holding a Series 66 designation and 24 years of industry experience. He has worked at HighPoint Advisor Group since 2021, previously at Level Four Advisory Services for eight years, and has been affiliated with LPL Financial for 14 years. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $4.0 billion in client assets and employs a fundamental analysis approach to construct individualized investment policies across various asset classes.