Timothy Peterson is a financial advisor at Virtue Capital Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at firms including Horter Investment Management and TWP Financial & Insurance Services, where he is also an owner involved in insurance services. Virtue Capital Management serves a diverse client base including individuals, trusts, estates, and institutions, offering customized portfolio management and financial planning through a multi-team model that includes due diligence on third-party managers and ongoing client education.

Luke Stortzum is a CFP® and Series 66-registered financial advisor with eight years of industry experience. He is currently with Merit Financial Advisors in Chicago, IL, and has previously worked at firms including Purshe Kaplan Sterling Investments, Commonwealth Financial Networks, Blueprint Wealth Advisors, and Edward Jones. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified investment approach with centrally managed model portfolios and offers both discretionary and non-discretionary account management through a network of investment adviser representatives.

Ursula Daley is a financial advisor with VestGen Advisors, LLC, holding a Series 66 designation and 24 years of industry experience. She previously worked at LPL Financial for 17 years and Commonwealth Financial Network for 7 years before joining VestGen Advisors in 2025. VestGen Advisors provides investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, and institutional investors. The firm combines advisor-level client relationship work with centralized portfolio construction and utilizes third-party managers and affiliated funds as part of its offerings.

David Smith is a CFP® with 10 years of industry experience, currently serving as a financial advisor at IHT Wealth Management LLC since 2022. His prior experience includes roles at JPMorgan Chase Bank NA and JPMORGAN Securities LLC from 2012 to 2019, as well as a period of self-employment from 2019 to 2022. IHT Wealth Management serves a diverse client base including 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, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Edward Vesely is a financial advisor at Northern Trust Securities, Inc. with 19 years of industry experience. He previously worked at Citigroup Global Markets for 17 years before joining Northern Trust Securities in 2024. He holds the Series 63 and Series 66 designations. 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 Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs, utilizing a combination of proprietary and third-party investment products.

William Goldsberry II is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Ausdal in 2020, he worked at Equitable Advisors and Axa Advisors. In addition to his advisory role, he assists advisors with insurance product sales and client insurance needs. 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 services including advisor-managed and separately managed accounts, financial planning, and brokerage and insurance products, with investment strategies tailored to each client's objectives and risk tolerance.

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.

Melin Gonzalez is a financial advisor at Capital Analysts with eight years of industry experience. She holds the Series 66 designation and has previously worked at Lincoln Investment and La Jefa LLC. Outside of her advisory role, she volunteers at a fitness center owned by her husband, assisting with marketing and digital media. Capital Analysts serves retail and institutional clients, including high-net-worth investors and charitable organizations, offering portfolio management, custom model portfolios, and retirement plan advice through a network of independent advisors and firm-managed programs. The firm employs both discretionary and non-discretionary investment approaches supported by an in-house research team and maintains institutional relationships to enhance its service offerings.

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 with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His career includes roles at Securities America Advisors and Securities America, Inc., as well as longstanding positions at Parke Avenue Service Corporation and First Federal Savings Bank. He is also active as an insurance sales agent. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm manages assets through both non-discretionary and discretionary programs, emphasizing a predominance of non-discretionary management, and provides services such as third-party manager selection and qualified plan consulting.

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. based in Chicago, IL. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. His prior roles include positions at National Securities Corp, Oppenheimer, STIFEL, and Ryan Beck & Co. 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 and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers a variety of programs including Advisor-as-Portfolio-Manager, third-party managed programs via Envestnet, and internally managed models, overseeing approximately $4.21 billion in client assets.

Daxton Debrow is a financial advisor at The Mather Group, LLC with two years of industry experience. He holds a Series 65 registration and previously worked at Casa Pernoi and Michigan State University. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering combined financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and provides customized portfolio options such as direct indexing and ESG factor portfolios.

Christopher Wyzgowski is a financial advisor at Capital Analysts with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at VALIC Financial Advisors for 15 years. Outside of advisory work, he is involved in insurance sales through WealthGuide Advisors LLC and THG Financial and is the founder of NFMB, LLC, a firm used for tax and accounting purposes. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice delivered through both discretionary and non-discretionary investment approaches.

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.

Martin Campbell is a financial advisor with Highpoint Planning Partners, holding a Series 66 credential and 18 years of industry experience. He has worked at HighPoint Advisor Group since 2016 and LPL Financial since 2009. Outside of his advisory work, he is the owner of Dirty Chicago Clothing, LLC, a clothing business. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and acts as sponsor and manager of wrap-fee programs, utilizing a range of securities and third-party platforms to implement client investment policies.

Tammy Roman is a financial advisor with FourStar Wealth Advisors, LLC in Chicago, holding Series 63 and Series 65 licenses and seven years of industry experience. She previously worked at Byline Bank for seven years before joining FourStar in 2023. FourStar Wealth Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm combines fundamental and technical analysis to allocate assets across various securities and independent managers, tailoring portfolios to clients’ risk tolerances and objectives while providing ongoing account monitoring.

Scott Frazin is a CFA® charterholder at Chicago Capital, LLC with nine years of industry experience. Prior to joining Chicago Capital in 2025, he worked at several firms including Gofen and Glossberg, L.L.C. His outside activities include serving as an uncompensated vice president on the executive committee of Anshe Emet Synagogue and as gala chair on the executive committee of the Judd Goldman Adaptive Sailing Foundation. Chicago Capital provides discretionary investment management, financial planning, and consulting services to individuals, families, foundations, and other entities. The firm emphasizes active management using fundamental and technical research to construct individualized portfolios while overseeing more than $4.8 billion in client assets with a small advisory team.

Eric Hoffman is a Series 66-licensed advisor at IHT Wealth Management LLC with eight years of industry experience. He has worked at several financial institutions, including Morgan Stanley Private Bank and Morgan Stanley, where he was employed for a total of eight and five years respectively. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors by providing discretionary asset management, financial planning, and ERISA plan consulting among other services. The firm uses a combination of fundamental value screening, quantitative optimization, and periodic rebalancing to tailor portfolios to client needs through proprietary models, third-party managers, and discretionary OCIO mandates.