Jacob Conger is a financial advisor at Zacks Investment Management, Inc. He holds the Series 66 designation and has two years of industry experience. His prior roles include positions at LBMZ Securities, Zacks Investment Research, and M1 Finance. Zacks Investment Management provides discretionary investment management services to individuals, trusts, retirement plans, institutional clients, and manages mutual funds and ETFs. The firm uses proprietary quantitative models combined with qualitative portfolio management across a variety of strategies and offers its services through multiple platforms including wrap-fee and unified managed account programs.

Kenneth Loebel is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Madison Avenue Securities since 2013. Outside of his advisory role, he serves as an adjunct faculty instructor at Judson University and is also active as a musician, performing as a keyboardist. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering a range of services including pension consulting and college-savings assistance. The firm manages approximately $2.0 billion for nearly 14,000 clients and employs a variety of portfolio management strategies through multiple platforms and third-party manager relationships.

Lawrence Grill is a financial advisor at LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior work includes long-term roles at Securities America Advisors and First Federal Savings Bank. He is also involved in insurance sales. 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 management approaches, with a notable emphasis on non-discretionary assets within its overall $5.9 billion managed portfolio.

Linus Park is a CFP® and CFA® with 17 years of industry experience, currently serving as an advisor at McAdam LLC in Chicago. He has worked at McAdam LLC and Purshe Kaplan Sterling Investments since 2014 and is an adjunct instructor at Northwestern University, where he teaches a CFP class. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to manage diversified portfolios tailored to client risk tolerance and objectives, offering a range of financial planning, consulting, and specialized investment strategies.

Kelly Mac Donald is a financial advisor at Chicago Partners Investment Group LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Aon and StoneX. Her background also includes roles at the University of Illinois at Urbana-Champaign and Lyons Township High School. Chicago Partners Investment Group advises a diverse client base, including individuals, trusts, not-for-profits, endowments, and corporations. The firm employs a long-term, diversified investment approach with customized portfolios and offers a range of services such as portfolio management, financial planning, retirement plan consulting, and family-office reporting.

William Morrison is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at B. Riley Wealth Advisors and B. Riley Wealth Management since 2022 and was previously with National Securities Corp for seven years. Outside his advisory role, he serves as Chair of the Department of Stewardship for the Antiochian Orthodox Christian Archdiocese of North America and is a member of the Parish Council at Holy Transfiguration Orthodox Church. B. Riley Wealth Advisors provides investment advice and portfolio management to individual clients, pension plans, trusts, charitable organizations, and corporate clients, managing approximately $4.21 billion in assets. The firm offers a variety of investment programs and financial planning services delivered through a team of advisors using both third-party and internally managed strategies.

Daxton Debrow is a financial advisor at The Mather Group, LLC in Chicago, IL, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Casa Pernoi and Michigan State University. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and integrates AI tools alongside human oversight in its processes.

Michael Stoffregen is a CFA® charterholder and holds a Series 65 license. He has worked at Chesley, Taft & Associates, LLC since 2006, bringing 20 years of industry experience. Chesley, Taft & Associates primarily serves high net worth individuals and related entities, including trusts, IRAs, and family foundations, managing approximately $3.0 billion in client assets. The firm employs fundamental equity analysis and tailored asset allocation across multiple investment strategies, serving a diverse client base that includes pension plans and charitable organizations.

Tammy Roman is a financial advisor at FourStar Wealth Advisors, LLC in Chicago, IL, with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Byline Bank from 2016 to 2023. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning and discretionary portfolio management. The firm employs a mix of fundamental and technical analysis, managing portfolios primarily on a discretionary basis with allocations tailored to clients’ risk tolerance and time horizon.

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 nine years of industry experience. He is affiliated with Summit Trail Advisors, LLC in Chicago, where he has worked for ten years and also holds a role as a registered representative at Summit Trail Securities, LLC. In addition to his advisory duties, he serves in various capacities for certain client trusts of the affiliated investment adviser. Summit Trail Advisors serves individuals, business entities, trusts, estates, charitable organizations, pension and profit-sharing plans, and institutional clients with portfolio management, financial planning, family-office services, retirement plan advisory, and access to private investment funds. The firm’s investment process emphasizes asset allocation, investment selection, and portfolio construction across multiple asset classes using an open-architecture approach that incorporates institutional share classes, ETFs, separate accounts, third-party managers, and private funds.

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 bringing 34 years of industry experience. His prior work includes roles at StoneX Securities Inc., Wrp Investments, Inc., LPL Financial, and Waterstone Financial Group. Outside of advisory work, he serves as assistant treasurer for the Cedar Point Parks Association homeowners association. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, and ERISA plan consulting. The firm utilizes a combination of independent advisors and an in-house Private Client Group, implementing strategies through advisor-managed portfolios, proprietary model solutions, and third-party money managers.

Bruce Berman is a financial advisor with Silver Oak Securities, Inc., holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at multiple firms including Cetera Advisors LLC, Bright Futures Wealth Management, LLC, and has been associated with Lifetime Financial Group since 1997. Outside of his advisory work, he is involved with Lifetime Financial Group, an independent financial professional business. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other entities through a network of over 100 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs with a primarily discretionary investment management approach tailored to client 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 worked at firms including Commonwealth Financial Network, Grove Point Advisors, LPL Financial, and A. G. Edwards & Sons. She is also the owner of Mann Financial Group, LLC, a private entity facilitating securities, advisory, and insurance business. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs along with third-party manager selection and qualified plan consulting.

Ryan Birch is a CFP® professional with 24 years of industry experience. He has been with Kingsview Wealth Management, LLC and Kingsview Partners, LLC since 2025, following a 23-year tenure at Edward Jones. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities, providing wealth management, financial planning, and asset management through a network of Investment Adviser Representatives and an internal portfolio group. The firm offers tailored portfolio management, model strategies, and access to third-party managers and alternative investments.