Kurt Yndestad is a financial advisor with IHT Wealth Management LLC in Chicago, IL, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His prior roles include positions at J.P. Morgan Chase Bank NA and J.P. Morgan Securities Inc. Yndestad has been with IHT Wealth Management and LPL Financial since 2019. IHT Wealth Management serves individual, corporate, and institutional clients, offering discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm employs a combination of fundamental value screening, quantitative optimization, and portfolio rebalancing, incorporating proprietary model portfolios and third-party managers tailored to clients’ objectives and risk tolerances.

John Martin is a financial advisor with Forum Financial Management, LP in Lombard, IL. He holds a Series 65 designation and has experience working at Forum Financial Management and BMO, as well as in roles at the Plainfield Park District and the University of Illinois. Forum Financial Management, LP provides investment advisory and related services to a diverse client base including individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm uses model asset-allocation portfolios based on Modern Portfolio Theory and offers a range of services including discretionary portfolio management, financial planning, and back-office support to independent advisors and RIAs.

Christopher Buti is a CFP® professional with 27 years of experience in the financial industry. He has been with Ausdal Financial Partners, Inc. since 2015. Outside of his advisory role, he is involved in insurance sales and wealth management through his work with BCH INSURE, LLC and BCH WEALTH MANAGEMENT. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. The firm serves individuals, trusts, corporations, pension plans, and charitable organizations, offering a range of investment advisory programs, retirement plan services, and financial planning.

Wayne Hoffman is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LBMZ Securities Inc, Zacks Investment Management, and Arrow Investment Advisors, LLC. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm combines quantitative and qualitative analysis using proprietary Zacks models and offers a range of strategies and investment vehicles across retail, institutional, and third-party distribution channels.

David Lecinski is a financial advisor with Highpoint Planning Partners in Downers Grove, IL, holding a Series 65 designation and three years of industry experience. Prior to joining Highpoint Advisor Group, he worked in mortgage lending roles and the automotive industry. Highpoint Advisor Group serves individuals—including high-net-worth clients—pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and sponsors wrap-fee programs, using fundamental analysis to construct diversified portfolios across various asset classes.

Regina Wood is a CFP® with 17 years of industry experience, currently serving at Brownson, Rehmus & Foxworth, Inc. since 2001. She holds a Series 65 license and is based in Chicago, IL. Brownson, Rehmus & Foxworth, Inc. provides fee-only financial counseling and non-discretionary investment advisory services to individuals, families, trusts, estates, private foundations, and corporate executives. The firm emphasizes customized long-term asset allocation with broad diversification, maintaining a principal-led, high-touch engagement model for approximately 250 client families.

Ivy Daily is a financial advisor with Northern Trust Securities, Inc., holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked at Northern Trust Securities, Northern Trust Bank, and Denton Capital Partners LLC since 2013. Northern Trust Securities, Inc. provides investment advisory and model-based managed account services to high-net-worth individuals and institutional clients such as trusts, endowments, and pension plans. The firm offers model-driven portfolios that combine proprietary Northern Trust funds with third-party managers and utilizes platform technology for implementation and rebalancing.

Christopher Fischer is a CFP® with 17 years of industry experience, currently serving as a financial advisor at The Mather Group, LLC. He has worked at The Mather Group since 2017, including prior experience at Edelman Financial Services, LLC. Fischer serves on the board of The Maggie Fischer Memorial Great South Bay Cross Bay Swim, a charitable organization involved in planning and executing the annual swim event. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering integrated financial planning, investment management, tax and estate planning, and family office services. The firm follows an evidence-based investment approach with risk-based allocation models and offers portfolio customization alongside the use of AI and machine-learning tools under human oversight.

Frederick Paulman is a CFP®-certified financial advisor with 23 years of industry experience, currently with Curi Capital, LLC. He has been with RMB Capital Management, LLC since 2005. Outside of his advisory work, he is involved with Peerless of America, Inc., where he contributes to accounting and manufacturing activities part-time. Curi Capital serves a diverse client base including individuals, families, institutions, and retirement plan sponsors, offering services such as Wealth Management, Asset Management, and Family Office Services. The firm employs a fundamental, long-term investment approach and combines in-house strategies with external managers to manage approximately $9.83 billion in assets.

Renee Duba is a Certified Financial Planner® with 37 years of experience in the financial services industry. She has been with Mutual Advisors, LLC since 2017 and previously worked at Stevens Wealth Management LLC, Bank of America, and Merrill. She serves as Treasurer and Director on the board of The Admiral at the Lake Foundation, a nonprofit retirement community. Mutual Advisors provides investment management, financial planning, ERISA plan advisory, and third-party money manager selection to a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm combines institutional capabilities with operational flexibility, managing approximately $8.5 billion in assets and offering a range of active and passive investment strategies.

Richard Pawelko is a financial advisor at JMG Financial Group Ltd with 31 years of industry experience. He holds the CFA® and PFS™ designations and has been with JMG Financial Group since 1987. JMG Financial Group provides wealth management, portfolio management, and financial consulting services to individuals, trusts, retirement plans, business entities, and charitable organizations. The firm employs a planning-based, long-term investment approach that emphasizes strategic asset allocation and uses a variety of investment vehicles, including ETFs, mutual funds, equities, fixed income, and alternative investments.

Kurt Anderson is a CFP® with 24 years of industry experience, currently serving at Pure Financial Advisors, LLC. His prior roles include positions at Fairhaven Wealth Management, Voyage Financial Group, Linsco/Private Ledger, and LPL Financial. He holds Series 63 and Series 66 licenses. Pure Financial Advisors provides financial planning and portfolio management primarily for individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm’s investment approach is planning-centered and incorporates modern portfolio theory, tax-aware strategies, and the use of sub-advisers to manage specialized portfolio sleeves.

Charles Lesser is a CFP®-credentialed financial advisor at Performance Wealth with six years of industry experience. He previously worked at Balasa Dinverno Foltz LLC and EFG Advisors. He has also held roles outside of financial services, including positions at Otis Elevator Company and Illinois State University. Performance Wealth serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans by providing discretionary and non-discretionary investment management, comprehensive wealth management, and financial planning services. The firm employs a primarily long-term, portfolio-focused investment approach using diversified allocations of low-cost mutual funds and ETFs alongside individual securities and alternative investments.

Megan De Jong is a financial advisor at Advance Capital Management Inc with two years of industry experience. She holds the Series 65 designation and has been with Advance Capital Management since 2022. Advance Capital Management provides investment advisory and consulting services to individuals, retirement plans, institutions, trusts, foundations, and corporations, focusing on financial planning and portfolio management using mutual funds and ETFs. The firm employs a structured investment process with a Recommended List and model portfolios tailored to clients' needs, utilizing independent managers and discretionary oversight.

Brent Penrose is a financial advisor with Northern Trust Securities, Inc. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. Prior to joining Northern Trust in 2025, he worked at JPMorgan Securities LLC, UBS Financial Services, and Wells Fargo Advisors among other firms. He serves on the board of Little Heroes League, a nonprofit focused on funding support for children born with major organ defects. Northern Trust Securities, Inc. provides investment advisory and model-based managed account services to high-net-worth individuals and institutional clients. The firm offers discretionary wrap fee programs that combine proprietary and third-party strategies, supported by platform technology and governance reviews.

Katherine Ruetz is a financial advisor at Northern Trust Securities, Inc. with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at JPMorgan Securities LLC and JPMorgan Chase Bank NA. Northern Trust Securities, Inc. serves high-net-worth individuals, retail investors, and institutional clients, offering discretionary portfolio management through model-driven strategies that include Separately Managed Accounts, Fund Strategist Portfolios, and Strategist Unified Managed Accounts via the Fidelity Managed Account Xchange platform.

Edmond Ducett is a financial advisor at Arete Wealth Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and has been with Arete Wealth Management LLC since 2010. Outside of his advisory role, he serves as President of Ducett Consulting and is a managing partner and part owner of Equity Markets Group, a capital-raising distribution firm. He is also involved as a placement agent and wholesaler for Cunat Multi-Family Investment Fund 1 and supports administrative and marketing efforts at Vieste Group. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management, investment consulting, and retirement plan services, employing both advisor-driven and proprietary model allocations while integrating affiliated financial businesses and third-party managers.

Andrew Bratina is a Series 65-licensed advisor with Chicago Partners Investment Group LLC, where he has worked since 2023. He has two years of industry experience and previously held positions at several educational institutions and Amazon Air. Chicago Partners Investment Group LLC serves a diverse client base, including individuals, trusts, nonprofits, and corporations, offering portfolio management, financial planning, retirement services, and an automated advisory program. The firm employs a long-term, diversified investment strategy, utilizing fundamental analysis and customized portfolios with various asset classes and strategies.

John Thomas is a financial advisor at Chicago Partners Investment Group LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, he worked at Denison University and Loyola Academy. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, not-for-profit plans, endowments, and corporations. The firm follows a long-term, diversified, asset-allocation approach combining fundamental analysis with quantitative optimization and manages portfolios across a range of asset classes including mutual funds, ETFs, and structured products.

Davis Lipp is a Series 65-licensed financial advisor at Zacks Investment Management, Inc. in Chicago, IL, with one year of industry experience. Prior to joining Zacks, he worked in logistics and held positions at Miami University and Saint Xavier High School. Zacks Investment Management offers discretionary portfolio management to a diverse client base including individuals, trusts, retirement plans, and institutional investors. The firm employs proprietary quantitative and qualitative models, notably a stock-ranking system based on earnings-estimate revisions, across a wide range of strategies and also provides indices, model portfolios, and alternative private funds through multiple distribution channels.