Matthew Frederick is a financial advisor with Pure Financial Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Pacific Life Insurance Company. He is also licensed in life and health insurance. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as services for trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm’s investment approach is planning-centered and overseen by an Investment Committee, incorporating modern portfolio theory, tax-aware strategies, and the use of sub-advisers for specialized investment sleeves.

Patrick Donohue is a financial advisor at Ausdal Financial Partners, Inc. with three years of industry experience. He holds the Series 65 designation and has worked in various roles including as an agent providing life and health insurance services. Donohue’s background includes experience with BCH Wealth Management, LLC, and involvement in non-investment business activities such as managing insurance needs for individuals and small businesses. Ausdal Financial Partners serves a diverse client base including individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion across more than 16,000 clients. The firm offers tailored investment strategies through advisor-managed and separately managed accounts, leveraging multiple custodians and third-party managers in both discretionary and non-discretionary formats.

Matt Goren is a CFP®-designated financial advisor at Main Street Financial Solutions, LLC with one year of industry experience. He serves as Chief Strategy Officer for Danko Education, a financial education firm, and is also Director of Curriculum for the Global Financial Planning Institute. His prior roles include positions at Farther Finance Advisors and CeriFi. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs an academic-based, multi-asset class investment approach focused on mutual funds and low-cost ETFs, while also utilizing actively managed funds and alternative investment platforms.

Grace Stewart is a financial advisor at The Mather Group, LLC with one year of industry experience. She holds a Series 65 designation and worked in education for 11 years prior to joining The Mather Group. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering comprehensive financial planning, investment management, tax and estate planning, and family office services. The firm follows an evidence-based investment approach with customizable portfolio solutions and integrates AI tools under human oversight for market analysis and client communications.

Daniel Hynes is a financial advisor at SpiderRock Advisors, LLC with one year of industry experience. He holds a Series 66 designation and has worked previously at BlackRock Investments LLC, Halo Investing, and Northern Trust Company. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, including asset managers, registered investment advisers, banks, broker-dealers, family offices, and high-net-worth individuals. The firm utilizes systematic, technical, and rules-based processes combined with quantitative and fundamental analysis to manage option-based hedges and yield-enhancing overlays.

Kim Brownlee is a financial advisor with MissionSquare Retirement in Chicago, IL, holding Series 63 and Series 65 designations and 26 years of industry experience. She has worked at Icma Retirement Corporation since 2007. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Steven Dudash is a financial advisor with IHT Wealth Management LLC in Chicago, IL, holding a Series 66 designation and 26 years of industry experience. He has worked at LPL Financial and Lpl Insurance Associates since 2014. Outside of his advisory role, Dudash serves as CEO and Principal of Riverwalk Capital Partners LLC. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach combining fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a large network of advisors.

Alejandro Pastrana is a financial advisor with Packerland Brokerage Services, Inc. He holds Series 65 and Series 63 licenses and has nine years of industry experience. Prior to joining Packerland in 2025, he worked at Northwestern Mutual and Serene Financial Group. He is the sole owner of Serene Financial Group, LLC, where he dedicates time to life, health, long-term care, and disability insurance services. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors, through a network of 176 advisors with $1.358 billion in assets under management. The firm offers financial planning, portfolio management, wrap-fee and unified managed account programs, and retirement-plan consulting, providing investment solutions directly and via third-party managers.

Lawrence Skibo is a financial advisor at KCD Financial, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Moloney Securities Co., Inc. and JCC Advisors LLC. Outside of finance, he owns a piano tuning business and is involved in photography and real estate consulting. KCD Financial, Inc. is a registered investment adviser and broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm manages approximately $182.6 million in assets and employs a variety of analytical and investment strategies, offering both discretionary and non-discretionary advisory services.

Christian Early is a financial advisor at Curi Capital, LLC in Chicago, IL, holding a Series 65 designation with five years of industry experience. His prior roles include positions at RMB Capital Management LLC from 2019 to the present and earlier experience at Denison University and Ruth Lake Country Club. Curi Capital is an SEC-registered investment adviser with approximately $11.6 billion in regulatory assets under management, serving individuals, employer retirement plans, institutions, mutual funds, private funds, and family offices. The firm employs a long-term, fundamental investment approach using a mix of proprietary strategies, third-party managers, mutual funds, and private funds.

Terrance Gaertner is a CFP® professional with 41 years of industry experience, currently serving at Ausdal Financial Partners, Inc. since 2009. He holds a Series 63 license and is based in Park Ridge, IL. Outside of his advisory role, he is involved in term life insurance sales with various carriers on a commission basis. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment strategies and custodial platforms.

Stephen Gigliotti is a financial advisor with BMO Nesbitt Burns Securities Ltd. in Chicago, IL, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at J.P. Morgan Chase Bank and J.P. Morgan Securities, where he worked for 12 years before joining BMO-related firms in 2018. BMO Nesbitt Burns Securities Ltd. provides discretionary investment advisory, brokerage, and financial planning services to individuals, trusts, entities, and retirement accounts in both the U.S. and Canada. The firm manages accounts according to client-specific Investment Policy Statements, utilizing a diversified approach that includes equities, fixed income, mutual funds, and ETFs.

Paul Wong is a CFP® professional with 29 years of experience, currently serving at LaSalle St. Investment Advisors, L.L.C. since 1997. He holds Series 63 and Series 65 licenses and acts as Treasurer and Committee Member of the Mission Related Investment Committee at Grace Church. Wong also provides cash flow analysis to clients and serves as a trustee to family trust accounts. 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 range of investment strategies across various asset classes and offers both discretionary and non-discretionary management, with a notable emphasis on non-discretionary assets.

Jacob Barton is a financial advisor with Waverly Advisors, LLC in Chicago, IL, holding a Series 65 credential and seven years of industry experience. Prior to joining Waverly Advisors in 2025, he worked for thirteen years at Promus Holdings, LLC. Outside of advisory work, he has been involved in winding down a vending machine franchise business. Waverly Advisors is a multi-team registered investment adviser serving individual clients, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations and provides various financial planning and consulting services.

Kyle Buffo is a CFP® with 11 years of industry experience and currently serves as a financial advisor at Mission Wealth Management, LP. His prior experience includes roles at LPL Financial LLC, Cadaret Grant & Co., Inc., and Q3 Advisors LLC. In addition to his advisory career, he is a self-employed musician. Mission Wealth Management, LP is an SEC-registered multi-team advisory firm managing approximately $17 billion and serving high-net-worth individuals, families, and institutional clients. The firm employs a tiered, customized service model and emphasizes long-term investment strategies using ETFs, institutional mutual funds, individual securities, and alternative investments.

John Berger is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with LaSalle St. Investment Advisors since 2000 and has worked with La Salle St. Securities, Inc. since 1991. 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, offering both non-discretionary and discretionary asset management through a variety of investment strategies and third-party manager arrangements.

Andrew Mattingly is a financial advisor at The Mather Group, LLC with a Series 66 credential and less than one year of industry experience. His previous roles include positions at Lenox Advisors, MML Investors Services, MassMutual Life Insurance Company, and Stock Yards Bank and Trust. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and offers customization options such as direct indexing and ESG factor portfolios.

Kobe Rudin is a financial advisor at Curi Capital, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Curi RMB Capital, LLC, Preqin, Trinity International University, and Gilson Graphics. Curi Capital serves individuals, families, institutions, retirement plan sponsors, charitable organizations, and pooled investment vehicles, managing approximately $9.83 billion across various investment vehicles. The firm employs a long-term, fundamental, bottom-up approach to equities and a fundamental relative-value strategy for fixed income, combining in-house strategies with external managers and proprietary risk analysis tools.

Maxwell Cinnamon is a financial advisor at HighPoint Planning Partners with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, SA Piggush Financial Consultants, and State Bank of Herscher. Outside the advisory role, he is also a licensed insurance agent involved in insurance sales and implementation. HighPoint Advisor Group serves a range of clients including individuals, pension plans, trusts, and charitable organizations, offering services such as discretionary asset management and financial planning. The firm employs a personalized investment approach using fundamental analysis and utilizes multiple platform options, including LPL-sponsored programs, to deliver advisory services.

Alexander Blashewski is a financial advisor at IHT Wealth Management LLC with three years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and IHT Wealth Management since 2012. In addition to his advisory role, he provides tax preparation and accounting services through related business activities. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach using fundamental stock selection, quantitative tools, diversified model portfolios, and option strategies, supported by a network of approximately 153 advisors.