Donald Wade is a CFP® professional with 47 years of industry experience, currently affiliated with Capital Analysts. He has worked at Lincoln Investment since 2017 and previously spent 28 years at Legend Equities Corporation. Outside of his advisory work, he operates a personal corporation for tax and accounting purposes related to his compensation. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm provides both discretionary and non-discretionary portfolio management through various programs and emphasizes a fiduciary role with in-house investment management and customized client solutions.

Patrick Stimson is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Curi Capital, LLC. He has worked at RMB Capital Management LLC since 2015. Curi Capital serves a diverse client base including individuals, families, institutional and corporate clients, and retirement plan sponsors. The firm employs a long-term, fundamental investment approach combining in-house strategies and external managers, managing approximately $9.83 billion across various accounts and funds.

Nicole Meihofer is a financial advisor at IHT Wealth Management LLC with 11 years of industry experience. She holds a Series 66 designation and has worked at firms including Aurelien Capital Partners LLC, Annie & Oliver, LLC, Fort Point Capital Partners, and Merrill. In addition to her advisory work, she is also licensed as an insurance agent. 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 across diversified portfolios, offering discretionary asset management, financial planning, and ERISA consulting through a network of approximately 153 advisors.

Scott Uebelhoer is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Securities America Advisors, Securities America, Inc., and Invest Financial Corporation. Outside of his advisory work, he is involved in insurance sales focused on life and disability coverage and holds management responsibilities in a holding company associated with outside business activities. 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 offers both discretionary and non-discretionary asset management across a variety of investment strategies, including mutual funds, ETFs, equities, fixed income, options, and alternative vehicles.

Kyle Schroeder is a CFP® with six years of industry experience, currently serving as a financial advisor at Forum Financial Management, LP since 2020. Prior to joining Forum, he worked at Prospect Partners and Merrill. Forum Financial Management, LP provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also acts as a sub-advisor and turnkey asset management platform for independent RIAs, utilizing model asset-allocation portfolios managed primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Michael Lichtfuss is a financial advisor at Ausdal Financial Partners, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ausdal since 2012. Outside of his advisory role, Lichtfuss assesses candidates for the National Referee program and serves as a scoreboard keeper for Geneva High School basketball. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, with a range of discretionary and non-discretionary portfolio options.

Gregory Karolich Jr. is a financial advisor at Zacks Investment Management, Inc. with 13 years of industry experience. He holds a Series 66 designation and has worked at Zacks Investment Management since 2012, also having experience with LBMZ Securities, Inc. since 2023. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm employs a proprietary investment process centered on earnings-estimate revisions and offers a broad range of strategies and investment vehicles, while also serving as a model provider to other advisers and managing high client density alongside a substantive wholesaling and model business.

Elliot Salrin is a financial advisor with Zacks Investment Management, Inc., holding a Series 65 designation and four years of industry experience. He has been with Zacks Investment Management since 2020, following roles at Pepsi Mid America, Pinch Penny Liquors, Papa Johns, Victoria Secret, and Southern Illinois University - Carbondale. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, and institutional clients, serving as portfolio manager for mutual funds and ETFs. The firm combines proprietary quantitative models with qualitative portfolio management across various strategies and offers retail wealth management, alternative investments, and model portfolios.

James Burke is a financial advisor with Chicago Partners Investment Group LLC, holding a Series 65 designation and six years of industry experience. He previously operated Burke Trading for ten years before joining Chicago Partners in 2018. Chicago Partners Investment Group LLC serves a diverse client base, including individuals, trusts, nonprofits, and corporations, offering portfolio management, financial planning, retirement services, and family-office reporting. The firm employs a long-term, diversified investment approach using fundamental analysis and offers customized portfolios with strategies such as direct indexing and tax-loss harvesting.

Scott Kessler is a financial advisor with B. Riley Wealth Advisors, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Noyes Advisors LLC and B. Riley Wealth Management. Kessler is also a licensed insurance agent involved in fixed insurance sales through B. Riley Wealth Insurance. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a variety of advisory programs, financial planning, and retirement solutions.

Sean O’Shea is a CFP® professional with 18 years of industry experience, currently affiliated with LPL Financial and Highpoint Advisor Group, LLC. He has worked with LPL Financial since 2012 and began providing advisory services through Highpoint Advisor Group in 2025. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a broad range of advisory and brokerage services supported by an in-house research team and flexible delivery options tailored to client needs.

Alfred Marwede is a financial advisor at Forum Financial Management, LP with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Forum Financial Management since 2012. Outside of his advisory role, he is a member of F.A.M. LLC, which provides management services under a service agreement with Forum Financial Management. Forum Financial Management, LP offers fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, utilizing model portfolios aligned with Modern Portfolio Theory and a mix of institutional mutual funds, ETFs, and fixed income strategies.

Jeffrey Haskin is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding a Series 66 designation with 18 years of industry experience. He has been with Zacks Investment Management since 2008. 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 employs a proprietary investment process based on quantitative and qualitative analysis and serves both direct clients and third-party advisers through a range of strategies and investment vehicles.

Andrew Palomo is a CFP® with 17 years of industry experience and is currently affiliated with LaSalle St. Investment Advisors, L.L.C. He has previously worked at Arbor Point Advisors, Osaic Advisory Services, and LPL Financial, among others. Palomo serves as a board member at large for the American Legion Post 42 Charitable Foundation. 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 investment programs, focusing on asset allocation models and a mix of mutual funds, ETFs, equities, fixed income, and options.

Michael Kennedy is a CFP® and holds a Series 66 license with 21 years of industry experience. He has been with Forum Financial Management, LP since 2010. Outside of his advisory role, he is also a licensed insurance producer specializing in life, health, and long-term care insurance. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients, while also serving as a sub-advisor and turnkey asset management platform for other independent RIAs. The firm utilizes model portfolios managed primarily with DFA mutual funds and ETFs within a Modern Portfolio Theory framework, overseeing approximately $9 billion in assets under management.

Amy Parks is a CFP® with 14 years of industry experience. She has worked at The Mather Group, LLC since 2019 and was previously with Dimensional Fund Advisors for seven years. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering integrated financial planning, investment management, tax and estate planning, and family office services. The firm uses an evidence-based investment approach with risk-based allocation models and customizable portfolio options.

Ben Niu is a CFA® charterholder with eight years of industry experience. He is currently with Curi Capital, LLC and previously worked at RMB Capital Management LLC and IronBridge Capital Management, LP. Curi Capital serves a diverse client base including individuals, families, institutions, retirement plan sponsors, and charitable organizations. The firm employs a long-term, fundamental investment approach and combines in-house strategies with external managers, managing approximately $9.83 billion across various investment vehicles.

Brian Sheehy is a financial advisor with Maridea Wealth Management in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at LPL Financial LLC and World Equity Group, Inc. He is also an insurance agent specializing in term, long-term care, and non-variable insurance. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, financial planning, and business-oriented services. The firm operates as a fiduciary, focusing on personalized, long-term portfolio construction using fundamental analysis and modern portfolio theory, and offers outsourced CFO services and coordination with affiliated tax and insurance entities.

James Franch is a financial advisor at Brownson, Rehmus & Foxworth, Inc. with two years of industry experience. He holds a Series 65 credential and has prior experience at Gulf Coast Capital and the University of South Florida. Brownson, Rehmus & Foxworth is a fee-only, federally registered investment adviser serving individuals and families, trusts, estates, private foundations, endowments, qualified retirement plans, and senior corporate executives. The firm focuses on non-discretionary, personalized financial counseling and investment advisory services, emphasizing long-term, diversified asset allocation and client decision-making.

William Hickerson is a CFP® professional with 35 years of industry experience. He has been with Advance Capital Management Inc. since 2000. Advance Capital Management serves a diverse client base including individuals, retirement plans, foundations, and endowments, providing discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses an Investment Committee to guide decisions, offers a range of strategies including direct indexing and crypto-related investments, and operates with a referral-driven distribution model.