Robert Runnfeldt Jr. is a financial advisor with B. Riley Wealth Advisors, Inc. He holds Series 63 and Series 66 licenses and has 36 years of industry experience. His prior roles include positions at Noyes Advisors LLC and David A. Noyes and Company. He serves as a trustee for the Eleanor B Runnfeldt Trust. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm provides a range of advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and both firm-sponsored and third-party sub-advisers.

Andrew Janusz is a CFA® charterholder with 11 years of experience in financial services. He is currently an advisor at OnePoint BFG Wealth Partners and has held previous roles at firms including JP Morgan, Merrill Lynch, Bank of America, and Northwestern Mutual. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm employs a range of portfolio management approaches using third-party managers, proprietary models, and technology integrations to support its investment and operational processes.

Kathleen Gfrorer is a CFP® with 44 years of industry experience, currently serving as a financial advisor at VestGen Advisors, LLC. Her career includes roles at LPL Financial LLC, Securities America, Inc., and Landmark Capital, Inc. She also serves as secretary for the Somonauk Gardens Owners Association. VestGen Advisors, LLC 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 with discretionary and non-discretionary investment management, financial planning, wrap-fee programs, and retirement plan services, utilizing a blend of analytical methods and third-party managers to implement portfolios.

Daniyal Ahmed is a financial advisor with Avantax Planning Partners, Inc. in Oak Brook, IL, holding a CFP® designation and Series 66 license with eight years of industry experience. His career includes roles at Cetera Wealth Services, Avantax Insurance Agency, ProEquities Inc, and Honkamp Krueger Financial Services, where he also serves as a financial associate. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered advisor representatives. The firm manages approximately $7.57 billion in assets for individuals, pension and profit-sharing plans, charitable organizations, and businesses, utilizing firm-designed allocation models and tax-intelligent strategies.

Jeffrey Fisher is a financial advisor at Mission Wealth Management, LP with a Series 65 designation and one year of industry experience. He previously worked at Goldman Sachs and Mako Metals, and completed his education at Indiana University. Mission Wealth Management, LP is a multi-team advisory firm managing approximately $17 billion, serving high-net-worth individuals, families, and institutional clients such as non-profits and pension plans. The firm offers personalized wealth management, financial planning, and institutional retirement services, employing a tiered service model and emphasizing long-term investment strategies across a variety of asset classes.

Michael Balch is a financial advisor at IP Financial Advisory Services LLC with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including IPI Wealth Management, Investment Planners, and Cedar Capital. Outside of his advisory work, he is the sole partner of MB THIRTEEN, LLC, which involves consulting, keynote speaking, and book sales. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm focuses on non-high-net-worth individuals and combines traditional investment advisory services with actuarial analysis, benefits consulting, and risk management.

Jeffrey Martin is a financial advisor at HighPoint Planning Partners with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with HighPoint and LPL Financial since 2013. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a broad client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $4.0 billion in client assets and employs a primarily fundamental analysis-based investment approach across a variety of asset types.

Ryan Kelly is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and three years of industry experience. His background includes roles with the Cicero and Chicago Fire Departments, where he has served since 2020. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for around 29,615 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies, employing tailored asset allocations and a broad set of investment products.

Ramsen Odicho is a financial advisor with Northern Trust Securities, Inc. He holds Series 63 and Series 66 credentials and has three years of industry experience. His prior work includes roles at Edward Jones and J. P. Morgan Securities LLC. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven, discretionary portfolio management through a wrap fee program that combines proprietary and third-party investment products.

Christopher Breitenbach is a financial advisor with HighPoint Planning Partners and holds a Series 66 designation. He has 18 years of industry experience and has been with HighPoint Planning Partners and LPL Financial since 2014. Outside of his advisory role, he serves as an assistant coach with the Wheaton United Soccer Club. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to 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 a variety of securities and custodial platforms.

Matthew Halkyard is a Series 63 licensed financial advisor with 12 years of industry experience. He has worked at Curi Capital, LLC since 2020 and has held prior roles at Foreside Fund Services, LLC, RMB Capital Management LLC, Quasar Distributor, LLC, and Ironbridge Capital. Halkyard serves as a portfolio manager and product specialist at Curi Capital. Curi Capital serves individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental investment approach combining in-house strategies with external managers and offers a range of services including wealth management, asset management, retirement plan solutions, and family office services.

Bradley Doy is a financial advisor at VestGen Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial and ValMark Advisers, Inc. Outside of his advisory role, he is involved in property management for an office building in Downers Grove, Illinois. VestGen Advisors, LLC 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 discretionary and non-discretionary investment management, financial planning, wrap-fee programs, and retirement plan services. Their process integrates client-specific goal setting with various analytical methods and may utilize third-party managers and affiliate strategies to implement portfolios.

Logan Andersen is a CFP® professional with experience at JMG Financial Group LTD since 2022. Prior to joining JMG, he worked at Marquette Companies and has experience in educational roles, including at the University of Illinois and Burlington Central High School. JMG Financial Group provides comprehensive wealth management services to individuals, trusts, retirement plans, business entities, and charitable organizations. The firm follows a planning-based investment approach with an emphasis on strategic asset allocation and offers a range of investment options alongside tax consulting and private investment advising.

Sean Ford is a CFP® and CFA® with nine years of industry experience. He is currently with LaSalle St. Investment Advisors, L.L.C., where he has worked since 2020, and also works with Streamline Financial Services. His prior experience includes roles at Benjamin F Edwards & Co and First Trust Portfolios. Outside of his advisory role, he is involved with Acre Trader 160, LLC / Ashton Farm Investor. 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 active and passive investment strategies across multiple asset classes and is notable for its predominance of non-discretionary assets and use of fee-sharing and co-advisor arrangements.

Richard Wilkens is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Wilkens is also a partner at DeMarco Sciaccotta Wilkens & Dunleavy, LLP, a certified public accounting firm where he provides accounting and business advisory services. 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 a variety of investment strategies, including both passive and active approaches, and manages assets primarily on a non-discretionary basis.

Ryan Alsop is a financial advisor at Northern Trust Securities, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Northern Trust Securities since 2018. Prior to that, he spent time at The University of Chicago Booth School of Business from 2016 to 2017. Northern Trust Securities, Inc. provides discretionary portfolio management to high-net-worth individuals, retail investors, and institutional clients through model-driven portfolios and a variety of separately managed accounts. The firm combines advisory, brokerage, and custody services, offering a broad range of investment options including proprietary and third-party products.

Austin Carey is a CFP® professional with six years of industry experience, currently serving at Oxford Financial Group, LTD. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., with additional experience at Fidelity Brokerage Services LLC and Cadence Bank. Carey holds Series 63 and Series 65 licenses. Oxford Financial Group, LTD serves ultra high-net-worth individuals, families, institutions, trusts, foundations, and closely held businesses. The firm offers comprehensive family office, investment management, and fiduciary trust services, emphasizing diversified asset allocation across public and alternative investments, including private equity and hedge funds.

Matthew Richard is a financial advisor at Zacks Investment Management, Inc. with three years of industry experience. He holds a Series 65 designation and has worked at Zacks Investment Management since 2022. Prior to this, he was employed by Ducks Unlimited, the State of Illinois Governor's Office of Management and Budget, and Aviary Media. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, charitable and corporate entities, and institutional investors. The firm combines quantitative and qualitative analysis through proprietary Zacks models and offers a wide range of investment strategies and vehicles across retail, institutional, and third-party distribution channels.

Ryan Wittig is a financial advisor at IHT Wealth Management LLC with 26 years of industry experience. He holds a Series 66 designation and has been with IHT Wealth Management and LPL Financial since 2014. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA consulting through a network of approximately 153 advisors.

Daniel Saladino is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Mariner Independent in Chicago, IL, where he also has an advisory role through Archiwealth. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm utilizes a range of investment tools and offers integrated access to custody, retirement plan consulting, and alternative investment channels through its affiliated businesses.