Ian Barr is a CFP®-designated financial advisor at Pure Financial Advisors, LLC with 18 years of industry experience. His prior roles include positions at Morgan Stanley and Fisher Investments. Pure Financial Advisors, LLC is a large registered investment adviser managing approximately $11 billion in assets for individual and high-net-worth clients. The firm emphasizes a financial-planning-centered approach using modern portfolio theory and offers comprehensive services including discretionary portfolio management, 401(k) consulting, and donor-advised fund solutions.

What is "Vita"? "Vita" means life in Italian and at Vita Wealth Management, we believe life is meant to be lived to the fullest, and money is simply a tool to help you achieve your best life. By aligning your financial strategy with your personal goals, we help you make informed decisions so you can focus on what truly matters. "I started Vita Wealth Management because I believed that there was a better way of doing things and in order to best serve clients I needed to be completely independent. This allows me to remain completely objective and focus on providing the best advice possible." Being independent and Fee Only allows us to avoid being pushed to sell propriety products, portfolios, insurances and direct conflicts of interest. Vita Wealth Management is a full service wealth management and tax firm. Being an Enrolled Agent also puts us in a unique position to provide in-depth tax planning and tax preparation services for our clients. We believe doing this in tandem with investment management and financial planning creates significant value for our clients.

Peter Arboleda is a financial advisor with IHT Wealth Management LLC in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with Lpl Insurance Associates, LPL Financial, and IHT Wealth Management since 2014. Outside of his advisory role, he provides business strategy support for a family-operated flower shop. IHT Wealth Management serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, trusts, and corporate clients. The firm employs a diversified investment approach that combines fundamental stock selection with quantitative tools, offering discretionary asset management, financial planning, and ERISA consulting through a network of approximately 153 advisors.

Michael Clark is a CFP® with 49 years of industry experience, affiliated with M Holdings Securities, Inc. He has held roles at M Holdings since 2001 and has been with Jamieson Financial Services, LLC since 2011. Clark also operates M.W. Clark & Company, focusing on the sale and service of non-variable financial products. He serves on the Finance Council at Our Lady of Peace Parish and is a member of the Diocesan Finance Council, providing volunteer financial advisory support. M Holdings Securities, Inc. provides a range of advisory and brokerage services to individuals, retirement plans, charitable organizations, corporations, and other business entities through a network of independent firms and professionals. The firm offers investment management, retirement plan consulting, financial planning, and insurance advisory, using both discretionary portfolio management and third-party sub-advisors.

Brian Musso is a financial advisor at Waverly Advisors, LLC with 17 years of industry experience. He holds a Series 65 designation and has worked at Promus Capital, LLC and Promus Holdings, LLC since 2006. Outside of his advisory roles, Musso serves on the boards of several organizations, including a music label, a community center nonprofit, and a paper company, and is involved in private equity through Musso Capital Management, LLC. 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 market allocations and offers financial planning, retirement plan consulting, and multi-family office services.

John Walsh is a financial advisor with FourStar Wealth Advisors, LLC in Chicago, IL, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Realta Equities, Inc. and Oppenheimer & Co. Inc. FourStar Wealth Advisors provides investment management, comprehensive financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals, trusts, and charitable organizations. The firm employs discretionary portfolio management using a combination of fundamental and technical analysis tailored to clients’ risk tolerances and objectives.

Natalie Brekken is a financial advisor at Curi Capital, LLC based in Chicago, IL. She holds a Series 65 designation and has experience working at Curi RMB Capital LLC, Ecolab Inc., the University of Wisconsin-Madison, and Orono Public Schools. Curi Capital serves individuals and families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental investment approach combining in-house strategies with external managers and offers a range of wealth management, asset management, and retirement plan services.

Susan Garbarino is a CFP® professional with 23 years of industry experience, currently serving at IHT Wealth Management LLC since 2019. She has held roles at LPL Financial, Independent Financial Partners, and multiple entities affiliated with Mueller Financial Services dating back to 2008. IHT Wealth Management serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach combining fundamental stock selection, quantitative tools, and diversified model portfolios, while offering services such as discretionary asset management, financial planning, and ERISA fiduciary consulting.

Brian Bunker is a CFA® charterholder with 10 years of industry experience. He is currently with Composition Wealth, LLC and previously worked at Aviva Investors and Neuberger Berman BD LLC. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, estates, and businesses. The firm employs a primarily long-term and diversified investment approach using low-cost mutual funds, ETFs, individual securities, and both fundamental and technical analysis.

Nicholas Grossi is a financial advisor with Aaron Wealth Advisors in Chicago, holding a Series 65 credential and beginning his industry career in 2026. Prior to joining Aaron Wealth Advisors, he worked at CNA Surety and Scotiabank. Aaron Wealth Advisors serves high-net-worth and institutional clients, offering discretionary and non-discretionary portfolio management as well as standalone financial consulting. The firm utilizes an outsourced platform for third-party manager access and provides option overlay strategies, catering to sophisticated individuals, business owners, and family offices.

Michele Hansen is a financial advisor at Latitude Advisors, LLC with seven years of industry experience. She holds a Series 66 designation and has worked at Latitude Advisors since 2021, previously spending six years at Starcom Worldwide. Hansen also maintains roles with Jeffrey Lasky Financial Services, LLC and GWN Securities Inc., and is a licensed life insurance producer. Latitude Advisors serves individual and business clients, offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Harold Martin III is a financial advisor at Zacks Investment Management, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Tribune Publishing and CoachHub, as well as experience with a startup focused on nut butters. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, and institutional clients, offering a range of strategies including all-cap core, dividend, and long/short approaches. The firm combines proprietary quantitative models with qualitative portfolio management and manages affiliated mutual funds and ETFs across multiple distribution platforms.

Sharif Sharif is a financial advisor with FourStar Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining FourStar in 2023, he worked at LPL Financial LLC for five years and Woodbury Financial Services for eleven years. He is also involved with a business called The Other Side of Medicine. FourStar Wealth Advisors provides investment management, comprehensive financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals, trusts, and charitable organizations. The firm employs both fundamental and technical analysis to tailor discretionary portfolios and manages private funds alongside broader wealth management services.

David Settelmyer is a CFP® professional with 31 years of industry experience. He has been with Latitude Advisors, LLC since 2009 and also operates Settelmyer Financial, where he works as a licensed insurance agent specializing in life, health, long-term care, and annuity insurance. He has held roles at GWN Securities, Inc. and the National Senior Advisory Council since 2001. Latitude Advisors serves individual and business clients, providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Robert Runnfeldt Jr. is a financial advisor with B. Riley Wealth Advisors, Inc. He holds Series 63 and Series 66 licenses and has 36 years of industry experience. His prior roles include positions at Noyes Advisors LLC and David A. Noyes and Company. He serves as a trustee for the Eleanor B Runnfeldt Trust. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm provides a range of advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and both firm-sponsored and third-party sub-advisers.

Michael Balch is a financial advisor at IP Financial Advisory Services LLC with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including IPI Wealth Management, Investment Planners, and Cedar Capital. Outside of his advisory work, he is the sole partner of MB THIRTEEN, LLC, which involves consulting, keynote speaking, and book sales. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm focuses on non-high-net-worth individuals and combines traditional investment advisory services with actuarial analysis, benefits consulting, and risk management.

Ramsen Odicho is a financial advisor with Northern Trust Securities, Inc. He holds Series 63 and Series 66 credentials and has three years of industry experience. His prior work includes roles at Edward Jones and J. P. Morgan Securities LLC. 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 a wrap fee program that combines proprietary and third-party investment products.

Gigi Verrey is a financial advisor at Alera Investment Advisors, LLC with 33 years of industry experience. She holds the ChFC® and Series 63 designations. Her career includes roles at Securian Financial Services, Minnesota Life Insurance Company, Triad Advisors Inc., and Gcg Financial, Inc. Outside of her advisory work, she is the author of the book *Okay, So I Got Fat* and owns Very Smart Ideas, LLC, a website selling inventions and household gadgets, and she also participates in acting and sponsored social media advertising. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, and institutions. The firm uses a combination of internal management, affiliate platforms, and independent managers to construct portfolios focused on mutual funds, ETFs, equities, and fixed income with a long-term approach, while also offering ERISA-focused services for retirement plans.

Matthew Halkyard is a Series 63 licensed financial advisor with 12 years of industry experience. He has worked at Curi Capital, LLC since 2020 and has held prior roles at Foreside Fund Services, LLC, RMB Capital Management LLC, Quasar Distributor, LLC, and Ironbridge Capital. Halkyard serves as a portfolio manager and product specialist at Curi Capital. Curi Capital serves individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental investment approach combining in-house strategies with external managers and offers a range of services including wealth management, asset management, retirement plan solutions, and family office services.

Mitchell Ratnow is a financial advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. His career includes roles at Securian Financial Services, Inc. and Minnesota Life Insurance Company, where he worked for 27 years, as well as positions at Triad Advisors, Inc. and GCG Financial. Ratnow is also involved with GCG Financial, providing fixed business services including long-term care, property casualty, disability insurance, and group benefits. Alera Investment Advisors, LLC offers investment management, financial planning, and retirement plan advisory services to individuals, families, institutions, and retirement plans. The firm utilizes a combination of internal management, affiliate platforms, and independent managers to construct portfolios with a long-term focus, and provides comprehensive ERISA-related plan services to plan sponsors.