John Dalton is a CFA® charterholder with 19 years of industry experience. He is currently an advisor at Advisory Services Network and previously spent 17 years at Managed Asset Portfolios. Outside of his advisory work, he co-owns and rents out a building in Chicago. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisers. The firm offers portfolio management, financial planning, and investment consulting, managing approximately $8.6 billion in client assets with tailored strategies across a range of investment vehicles.

Brian Falls is a financial advisor with IHT Wealth Management LLC in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at LPL Financial, Edward Jones, Merrill, and Bank of America. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors with services including discretionary asset management, financial planning, and ERISA plan consulting. The firm’s investment approach utilizes proprietary model portfolios, third-party managers, and discretionary OCIO mandates, combining fundamental value screening and quantitative optimization with strategies such as tax-lot harvesting and covered-call options.

Aaron Ahlstrom is a CFP® with 16 years of industry experience, currently serving as a financial advisor at JMG Financial Group Ltd. Prior to joining JMG in 2024, he worked at Ameriprise and Ameriprise Financial Services, Inc. from 2009 to 2024. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with a planning-based, long-term investment approach. The firm offers comprehensive wealth and portfolio management, along with in-house tax consulting and private investment fund advisory services.

Kevin Dawrant is a CFP® with seven years of industry experience, currently serving as a financial advisor at VestGen Advisors, LLC. His prior experience includes roles at LPL Financial, EFG Advisors, and ValMark Advisers. VestGen Advisors, LLC serves a diverse client base including individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationships with centralized portfolio management and utilizes third-party managers and affiliated funds as part of its investment approach.

Kevin Newman is a financial advisor with Ausdal Financial Partners, Inc. in Downers Grove, IL, holding Series 65 and Series 63 licenses with 12 years of industry experience. He has worked with Ausdal Financial Partners since 2013, including a period when he operated Newman & Associates Ltd., where he also served as an insurance producer. Outside of advisory work, he has experience as a freelance translator. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients through a large network of advisors. The firm offers a variety of investment and financial planning services, tailoring strategies to client objectives and employing multiple custodians and third-party managers.

Jennifer Barry is a CFP® and CFA® with 29 years of industry experience. She has worked at Aaron Wealth Advisors since 2021 and previously spent 23 years at Citigroup Global Markets. Barry holds a Series 63 license. Aaron Wealth Advisors serves high-net-worth and institutional clients, including business owners and family offices, providing discretionary and non-discretionary portfolio management along with financial consulting. The firm uses an outsourced platform to access third-party managers and offers option overlay strategies, with a client base that includes insurance-related relationships through an affiliated insurance advisory entity.

Ashley Garrido is a financial advisor at A.G.P. / Alliance Global Partners in Chicago, IL, holding Series 63 and Series 65 designations with six years of industry experience. She previously worked at Sentinus Securities, LLC and Bloomingdale's. Outside of her advisory work, she serves as Treasurer and head of the finance committee for the 1313 Ritchie Court Condominium Association. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management and financial planning services, including management of pooled vehicles and proprietary investment funds.

Brian Janecke is a CFP® with 16 years of industry experience. He is currently with Curi Capital, LLC and has previously worked at RMB Capital Management LLC and Jacobus Wealth Management, Inc. since 2005. Curi Capital provides wealth management, investment management, retirement plan consulting, family office services, and a subscription offering for early-career medical professionals. The firm serves individuals, high-net-worth clients, and institutional clients, applying a long-term, fundamentally driven investment approach across various account types and strategies.

Jeremy Zoladz is a financial advisor with Americana Partners, LLC in Chicago, IL, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He previously worked at Dynasty Securities, LLC and Dynasty Wealth Management, LLC from 2015 to 2026. Zoladz is also involved with Dynasty Financial Partners, LLC in an investment-related capacity. Americana Partners serves individuals—including high-net-worth and ultra-high-net-worth international clients—as well as corporations, trusts, estates, and charitable organizations. The firm offers customized portfolio management through discretionary and consultative approaches, employing a broad range of investment vehicles and strategies, including alternative and privately placed investments for eligible clients.

Raymond Sullivan Jr. is a financial advisor at FourStar Wealth Advisors, LLC in Chicago, IL, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has worked at FourStar Wealth Advisors since 2020 and previously spent seven years with PKS Advisory Services, Purshe Kaplan Sterling Investments, and Forum Financial Management. Sullivan is also a Certified Public Accountant and operates an accounting and tax practice through Sullivan & Sullivan, Ltd, where he has been a principal since 1991. Additionally, he serves as president and treasurer of the Sertoma Speech-Hearing Center, a not-for-profit organization. FourStar Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides financial planning, investment management, wealth management, and retirement plan consulting, combining fundamental and technical analysis to tailor portfolios across a broad range of investment vehicles and independent managers.

Kristi Mills is a financial advisor at Brownson, Rehmus & Foxworth, Inc. with 17 years of industry experience. She holds a Series 65 designation and has been with the firm since 2005. Brownson, Rehmus & Foxworth, Inc. provides personalized, fee-only financial counseling and non-discretionary investment advisory services to individuals, families, trusts, estates, private foundations, qualified retirement plans, and senior corporate executives. The firm emphasizes customized long-term asset allocation and diversification strategies, with client decisions made following detailed evaluations of their goals.

Nadezda Scharnell is a Series 66-licensed financial advisor with Merit Financial Advisors in Chicago, IL, bringing 14 years of industry experience. Her prior roles include ten years at Morgan Stanley and several positions at Commonwealth Financial Network and Blueprint Wealth Advisors. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified investment approach managed by an internal team and offers both discretionary and non-discretionary account services through a network of representatives operating under local DBAs.

Mitchell Thornton is a financial advisor at Northern Trust Securities, Inc. with 31 years of industry experience. He has been with Northern Trust Securities since 2010. Thornton holds Series 63, Series 65, 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 and Strategist portfolios delivered via the Fidelity Managed Account Xchange platform.

Michael Sullivan is a financial advisor at VestGen Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial and Wealth Management Group, L.L.C. Prior to joining VestGen Advisors, he spent 15 years at LPL Financial. Outside of advising, he is an investor in Davidson's Bar & Grill, a restaurant in Homer Glen, Illinois. VestGen Advisors provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm utilizes a combination of advisor-level client relationships and centralized portfolio construction, serving a diverse client base that includes other investment advisers, banking institutions, insurance companies, and government entities.

Chase Lavery is a CFP® professional with four years of industry experience, currently affiliated with Highpoint Planning Partners. He has worked at LPL Financial and Byline Bank prior to his current role. Lavery is involved with TLC Camp, an activity he has maintained since 2014. HighPoint Advisor Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and manages a wrap-fee program, utilizing fundamental analysis and multiple investment platforms to implement client portfolios.

Robyn Schneider is a financial advisor at Prairie Capital Management Group, LLC with 42 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Prairie Capital Management Group since 2021. Her prior experience includes roles at Umb and Prairie Capital Management. Prairie Capital Management Group primarily serves high-net-worth individuals and families, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm employs a multi-manager, multi-strategy investment approach, focusing on asset consulting and investment supervisory services while generally not directly investing client assets for most multi-manager accounts.

Mike Angelopoulos is a financial advisor with B. Riley Wealth Advisors, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with B. Riley Wealth Advisors since 2016 and previously worked at National Securities Corp. Angelopoulos is president of Porchlight Real Estate PLLC, a real estate investment venture. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses, managing approximately $4.21 billion in assets across a variety of programs and strategies.

Nicholas Ginnodo is a financial advisor at FourStar Wealth Advisors, LLC in Chicago, IL, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Riverpoint Wealth Management, The Vanguard Group, and Cetera Investors. Outside of finance, he worked at WPGU 107.1 and the University of Illinois at Urbana-Champaign during earlier years. FourStar Wealth Advisors serves a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of fundamental and technical analysis to construct tailored portfolios across various asset classes and also provides retirement plan consulting and private fund advisory services.

Sarah Tims is a CFP® and Series 66 designated advisor with 23 years of industry experience. She is currently with Northern Trust Securities, Inc., having joined in 2026. Prior to that, she worked at RMB Capital Management, LLC for 16 years and Curi Capital, LLC for 21 years, as well as UBS Financial Services for two years. Northern Trust Securities, Inc. provides discretionary portfolio management through a wrap fee program serving high-net-worth individuals, retail investors, and institutional clients. The firm uses a model-driven approach to implement and oversee diversified portfolios that include proprietary and third-party investment products.

Douglas Schaffnit is a financial advisor with Highpoint Planning Partners and holds Series 63 and Series 65 licenses. He has 43 years of industry experience and has worked at Highpoint Planning Partners since 2012, with prior roles at LPL Financial and his own firm, Schaffnit and Associates. In addition to financial advising, he is involved in selling group life, disability, and medical insurance, and provides employee benefits and property and casualty insurance services through Schaffnit and Associates. Highpoint Planning Partners serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management and financial planning, constructing client portfolios through fundamental analysis and utilizing multiple investment platforms and strategies.