Nedal Halawa is a ChFC® credentialed financial advisor with 27 years of industry experience, currently affiliated with Forum Financial Management, LP in Lombard, IL. He has served at Pinnacle Wealth Management, LLC and Forum Financial Management since 2018, and owns Healthcare Services of Illinois, a health insurance business. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm uses model asset-allocation portfolios based on Modern Portfolio Theory, primarily employing institutional mutual funds and ETFs, and supports other RIAs through its turn-key asset-management platform and back-office services.

Jonathan Gonzalez is a financial advisor at Principal Advised Services with one year of industry experience. He holds a Series 66 designation and has worked at multiple Principal affiliates since 2025. Outside of his advisory role, he has experience in the restaurant industry, including managing operations at Sumo Sushi Bar & Grill. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering both nondiscretionary recommendations and a discretionary wrap-fee investment management program. The firm is part of the Principal Financial Group family, leveraging proprietary models and affiliated resources to deliver integrated financial services.

Walter Musumeci is a financial advisor at Centennial Securities Company, Inc. in Chicago, IL, holding a Series 66 designation with 10 years of industry experience. He has been with Centennial Securities since 2016. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets and serving individuals, trusts, retirement plans, foundations, and business entities. The firm offers customized investment management, financial planning, and access to third-party manager programs through platforms like RBC and Envestnet.

Kristine Donnelly is a financial advisor at Northern Trust Securities, Inc. with 16 years of industry experience. She holds a Series 66 designation and has previously worked at L&G - Asset Management America, Inc. and TJM Investments LLC. Northern Trust Securities, Inc. is a multi-team firm serving high-net-worth individuals, retail investors, and institutional clients through discretionary portfolio management. The firm employs a model-driven approach using Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs delivered via the Fidelity Managed Account Xchange platform.

Nikki Walton is a financial advisor with IHT Wealth Management LLC in Chicago, holding Series 65 and Series 63 credentials and 18 years of industry experience. Her prior experience includes roles at LPL Financial, Plexus Financial Services, and StanCorp Equities and Investment Advisers. Additionally, she has been involved in mortgage and real estate services since 2006. IHT Wealth Management serves individuals, including high-net-worth clients, corporate and institutional entities, and retirement plan sponsors. The firm offers discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements, employing a combination of fundamental value screening and quantitative optimization in their investment process.

George Watson is a financial advisor at Royal Fund Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and is a licensed attorney in Illinois, though he is not currently practicing law. In addition to his advisory role, he owns North Shore Estate Docs, a software sales business. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies tailored to clients’ risk tolerances and offers specialized services such as options writing and access to select non-traded REITs.

Benjamin Feltes is a CFP® professional with nine years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. since 2019. His prior work includes roles at Heartland Investment Associates, LaSalle St. Securities, and Hyvee Corp. He also serves as a board member of Journey Sports, Inc. and is co-owner of Fortress Co. LLC. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment approaches, including the LaSalle St. Asset Management Program (LAMP), and manages approximately $3.9 billion in non-discretionary assets alongside discretionary portfolios.

Constance Etter is a financial advisor at Centennial Securities Company, Inc. with 20 years of industry experience. She holds the Series 66 designation and has worked at Centennial Securities since 2019, previously working at Wunderlich Securities, Inc. since 2013. Centennial Securities Company, Inc. is a multi-team firm managing approximately $1.15 billion in assets and serving individuals, trusts, retirement plans, foundations, and other entities. The firm offers customized investment management and financial planning services, utilizing both fundamental and technical analysis across a range of investment vehicles.

Phillip Shaw is a CFP® professional with 12 years of industry experience. He is currently with RFG Advisory, LLC and has previous experience at GoldStone Financial Group, Money Managers Advisory, Money Managers, Ltd., and GF Investment Services, LLC. He is also a licensed insurance agent offering life and fixed annuity sales. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, providing portfolio management, financial planning, retirement plan consulting, and access to a range of investment strategies including alternative investments and annuity management.

Jon Petersen is a CFP® professional with one year of experience, currently serving at Core Planning in Chicago, IL. He is also the owner and writer of Novelinvestor.com, a personal finance and investment blog he has maintained since 2010. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

Sean Greene is a financial advisor at Plante Moran Financial Advisors in Chicago, IL, holding a Series 65 designation. He has been with Plante Moran Financial Advisors since 2024. Outside of his advisory role, he has had multiple engagements with Bryn Mawr Country Club. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base including individuals, institutions, trusts, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis along with proprietary equity valuation models to manage portfolios through discretionary and non-discretionary arrangements.

Robert Geller is a financial advisor at Arete Wealth Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Securities America Advisors and Primerica. Outside of advisory roles, he also provides life insurance and annuities services through Personal Financial Strategies, Inc. Arete Wealth Advisors offers investment advisory and financial planning services to a diverse client base, including individuals, pensions, trusts, and charitable organizations. The firm employs a combination of advisor-driven and proprietary model-based portfolio management and integrates affiliated financial businesses and product channels into its offerings.

Foster Manierre is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with seven years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Morningstar, RBC Capital Markets, Bank of America, and Merrill. 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 investment programs, with a notable predominance of non-discretionary assets under management.

Rafia Hasan is a CFP®, CFA®, and holds a Series 66 license with 11 years of industry experience. She is currently with Perigon Wealth Management, LLC and has previously worked at Wipfli Financial Advisors, LLC and Hewins Financial Advisors LLC. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often delegating day-to-day management to independent managers while maintaining oversight and conducting regular reviews.

Patrick Wagner is a financial advisor with Lasalle St. Investment Advisors, L.L.C., holding Series 65 and Series 63 credentials and six years of industry experience. His work history includes roles at KT Colors, Devo Inc, VoltDb, Inc, and HPE Vertica. Outside of finance, he owns KT Colors, a custom framing and art supply retail store. Lasalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, utilizing a diverse asset mix and third-party manager oversight.

Trisha Vergeire is a financial advisor at Northern Trust Securities, Inc. with five years of industry experience. She holds Series 66 and Series 63 licenses and has worked at firms including Robinhood Markets, Inc. and JPMorgan Chase Bank NA. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that provides discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients, offering Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs with integrated advisory, brokerage, and custody services.

Dario Kerkez is a financial advisor with IHT Wealth Management LLC based in Chicago, IL. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. Prior to joining IHT Wealth Management in 2018, he worked at firms including LPL Financial, Private Advisor Group, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Outside of his advisory role, he is involved in soliciting health insurance and Medicare supplement plans. 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 to manage diversified portfolios that include ETFs, mutual funds, fixed income, and option strategies, supported by discretionary asset management and financial planning services.

Donald Wade is a CFP®-designated financial advisor with 47 years of industry experience. He is currently with Capital Analysts and previously worked at Lincoln Investment for nine years and Legend Equities Corporation for 28 years. Wade is the president of his own S Corporation, Donald E. Wade, CFP, Inc., which he uses for tax and accounting purposes. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations, offering discretionary and non-discretionary portfolio management through various programs and custom solutions. The firm’s investment decisions are guided by an in-house team using proprietary screening tools and provide a range of advisory services with varying degrees of discretionary authority.

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.

John Stitt Jr. is a financial advisor at World Equity Group, Inc. with 34 years of industry experience. He holds a Series 63 designation and has been with World Equity Group since 2002. In addition to his advisory work, he operates an independent insurance agency focused on business group health, dental, life, long-term care, and disability insurance. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a range of clients including individuals, pension plans, trusts, and corporations. The firm offers managed portfolios primarily through its wrap-fee program, combining discretionary portfolio management, financial planning, and third-party money managers.