Amanda Williams is a financial advisor at Northern Trust Securities, Inc. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Raymond James and Cetera Advisors LLC. Williams has been with Northern Trust Securities and Northern Trust Bank since 2020. Northern Trust Securities, Inc. is an SEC-registered investment adviser and broker-dealer 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 and strategist portfolios via the Fidelity Managed Account Xchange platform.

Caedmon Meisenheimer is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LaSalle St. Investment Advisors since 2022. Outside of his advisory role, he is involved with 310 Wealth Planning, LLC, providing financial planning and marketing services, and Go Mission Trip, LLC, which assists ministries and missionaries with insurance and related services. LaSalle St. Investment Advisors offers fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, and charitable organizations. The firm provides both non-discretionary and discretionary management programs and is noted for a predominance of non-discretionary assets under management.

Prakash Moktan is a financial advisor with World Equity Group, Inc. in Schaumburg, IL, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with World Equity Group since 2006. Outside of his advisory role, he owns and services a term life insurance business. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers managed portfolios through wrap-fee programs, combining discretionary portfolio management, financial planning, and access to third-party money managers.

Brian Gray is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 credential and 19 years of industry experience. He has previously worked at firms including Purshe Kaplan Sterling Investments, Financial Strategies Group, LLP, Next Retirement Solutions, and Wells Fargo Advisors. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios that may include ETFs, mutual funds, individual securities, and alternative investments, supported by a network of approximately 286 advisors.

Michael Goldenberg is a CFP® with 20 years of industry experience, currently serving at Belpointe Asset Management LLC since 2025. His prior roles include positions at Cetera and MB Financial. Outside of his advisory work, he is a board member of the Jewish United Foundation and an author. Belpointe Asset Management serves a diverse client base, including individual investors, retirement plans, and corporations, offering discretionary investment management, financial planning, and retirement consulting. The firm uses a variety of investment strategies tailored to client objectives and supports a range of affiliated businesses and product sponsorships alongside its advisory services.

Peter Kearney is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Northwestern Mutual Life and Securities Service Network, Inc. Outside of his advisory role, he refers group health insurance leads to another agent through a non-investment related activity. 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 management programs, emphasizing a predominance of non-discretionary assets, and utilizes a range of investment vehicles along with third-party manager oversight.

Michael Ochoa is a financial advisor with Centennial Securities Company, Inc. in Chicago, IL, holding Series 63 and Series 66 designations and bringing 41 years of industry experience. He has been with Centennial Securities since 2011. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets and serves a diverse client base including individuals, trusts, retirement plans, foundations, and business entities. The firm offers discretionary and non-discretionary investment management, financial planning, and access to third-party manager programs, employing a range of investment strategies across various asset types.

Peter Hass is a Certified Financial Planner® with 39 years of industry experience. He is currently with IHT Wealth Management LLC, where he has worked since 2020. His prior experience includes roles at Sheridan Road Advisors, LPL Financial, and Independent Financial Partners. 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 to manage diversified portfolios using ETFs, mutual funds, third-party managers, fixed income, and option strategies, and offers a range of fiduciary and consulting services through a network of approximately 153 advisors.

John Wyngaard is a financial advisor with CL Wealth Management LLC in Madison, WI, holding Series 63 and Series 65 designations and with 29 years of industry experience. He has worked at CL Wealth Management since 2011 and has been with Cabot Lodge Securities LLC since 2013. Outside of advisory work, he is involved in independent insurance sales through his own business, Bridgepoint Investments LLC. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio advisory services, financial planning, consulting, and client education, using a combination of fundamental and technical analysis tailored to each client’s objectives and risk tolerance.

Gregory Huffman is a financial advisor at Zacks Investment Management, Inc. in Chicago with 28 years of industry experience. He has worked at Zacks Investment Management since 2007. Huffman holds the Series 63 and Series 65 licenses. Zacks Investment Management provides discretionary investment management to individuals, trusts and estates, retirement plans, pooled investment vehicles, and institutional clients, including serving as portfolio manager for mutual funds and ETFs. The firm uses proprietary quantitative models combined with qualitative portfolio management to offer a broad range of strategies and distributes its investment solutions through various wrap-fee and unified managed account programs.

Jeff Lesniewicz is a financial advisor at VestGen Advisors, LLC with 18 years of industry experience. He previously worked at Raymond James Financial Services and Bank of America, among other firms. Lesniewicz serves as Chairman of the Board of Directors for The Athlete Collective Inc. VestGen Advisors is a multi-team registered investment adviser managing approximately $3.47 billion for about 9,453 clients. The firm serves individual and high-net-worth clients, offering a range of investment management and financial planning services that incorporate multiple analytical methods and may include third-party managers.

Duane Stevens is a financial advisor at Alera Investment Advisors, LLC with over 30 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at firms including Triad Advisors, Inc., Minnesota Life, and Securian Financial Services. Stevens is also involved with GCG Financial, where he provides fixed business products such as long-term care and disability insurance. Alera Investment Advisors, LLC offers investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and institutions. The firm employs a combination of internal management, affiliate platforms, and independent managers, focusing on diversified portfolios with a long-term investment approach and provides comprehensive ERISA-related services for retirement plans.

Katherine Scott is a financial advisor at Waverly Advisors, LLC in Chicago, IL, holding a Series 65 license with one year of industry experience. Her prior roles include positions at Promus Capital, LLC and work in education at Wheaton College and Cornerstone Christian Academy. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private markets allocations, serving both non‑HNW and high net worth clients.

Melissa Martin is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Bartlett & Co. Wealth Management LLC since 2019. Prior to joining Bartlett, she worked at Kovitz Investment Group Partners, LLC and Kovitz Securities, LLC from 2015 to 2019. She is a board member of Tuesday's Child, a nonprofit organization focused on behavioral support for families, where she contributes to strategic and budget planning, fundraising, and volunteer activities. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and institutional clients, providing discretionary wealth management and comprehensive financial planning. The firm emphasizes diversified asset allocation, relative-value fixed income analysis, and uses mutual funds and ETFs to implement targeted exposures, while also leveraging third-party platforms and service providers.

Kevin Pendergast is a financial advisor with Brownson, Rehmus & Foxworth, Inc. He holds a Series 66 designation and has 11 years of industry experience. Since 2014, he has been affiliated with The AYCO Company, L.P./Mercer Allied, where he provides financial counseling, including estate, insurance, investment, and income tax planning, as well as tax and other financial advice. Brownson, Rehmus & Foxworth, Inc. offers 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 a thorough discovery process and customized long-term asset allocation strategies that consider taxes, inflation, and liquidity, with clients retaining final decision authority.

Peter Amling is a Certified Financial Planner (CFP®) with 17 years of industry experience. He is currently with SteelPeak Wealth, LLC and previously operated Amling Investments LLC for 16 years. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and family offices. The firm provides financial planning, discretionary portfolio management, alternative strategy consulting, and access to non-purpose loan solutions, implementing advice through proprietary and custom model portfolios monitored by its Institute of Portfolio Management & Economic Strategy.

Barbara Hill is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Curi Capital, LLC. She previously worked at RMB Capital Management LLC for eight years and Maryland Capital Management for three years. Curi Capital serves individuals, families, institutions, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental, bottom-up analysis for equity strategies and a relative-value approach for fixed income, combining in-house strategies with external managers and proprietary risk analysis tools.

Sean Brown is a CFP® professional with eight years of experience at The Mather Group, LLC and a total of five years in the financial services industry. He previously worked at Indiana University for four years. Based in Chicago, IL, Brown is affiliated exclusively with The Mather Group. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach using risk-based allocation models and tax-synchronized portfolio construction, along with custom strategies such as direct indexing and ESG portfolios.

Vincent Pack is a CFP® professional at Waverly Advisors, LLC with eight years of industry experience. He has previously worked at Christopher Financial Group, LLC, Wolfpack Capital, LLC, and New York Life-related entities. Outside of his advisory role, he operates insurance brokerage businesses under the names Wolfpack Capital and Christopher Financial Group, focusing on non-registered insurance products. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations and offers both discretionary and non-discretionary portfolio management.

Travon Lucius is an advisor at SpiderRock Advisors, LLC with a Series 66 credential and one year of industry experience. Prior to joining SpiderRock, he worked at BlackRock Investments LLC and BlackRock, and has experience at Wells Fargo and Emory University. Lucius has also served in the Georgia Army National Guard. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, utilizing systematic and rules-based strategies combined with quantitative and fundamental analysis. The firm offers portfolio overlays and strategy management using derivatives alongside traditional securities, supported by proprietary software and real-time risk monitoring.