Travis Bennett is a financial advisor with Northern Trust Securities, Inc. in Chicago, IL, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Northern Trust Bank, Paylocity Inc., and Technical Source. Northern Trust Securities, Inc. serves high-net-worth individuals, retail investors, and institutional clients by providing discretionary portfolio management through model-driven investment programs that utilize a combination of proprietary and third-party products, with a focus on separately managed accounts and strategically managed portfolios.

Luis Pereda is a financial advisor at Chicago Capital, LLC with two years of industry experience and holds a Series 65 credential. His prior roles include positions at Corient Services LLC, CIPW Service Company, Gofen and Glossberg, L.L.C., and Northern Trust. Chicago Capital provides discretionary investment management, financial planning, and consulting services to individuals, families, corporations, foundations, and registered investment advisers. The firm employs an active management approach combining fundamental and technical research to construct diversified portfolios, and manages over $4.8 billion in client assets with a team of 11 advisors.

Nora Dudash is a financial advisor at IHT Wealth Management LLC with 12 years of industry experience. She holds the Series 66 designation and has been with IHT Wealth Management and LPL Financial since 2014. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Arthur Pedgrift III is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ausdal since 2009 and is also associated with Choices Brokerage since 1997. In addition to his advisory work, he is a self-employed insurance agent focusing on life, health, disability insurance, and fixed annuities. 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, with a range of investment strategies implemented on both discretionary and non-discretionary bases.

Loren Piotrowski is a financial advisor with Associated Investment Services, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at TD Ameritrade and U.S. Bancorp Investments. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as to small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services via the Envestnet/NFS platform with a predominantly non-discretionary investment approach.

Edward Constance is a financial advisor at Northern Trust Securities, Inc. in Chicago, IL, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to his current role, he was with Morgan Stanley for one year. 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 discretionary portfolio management through a model-driven wrap fee program that combines advisory, brokerage, and custody services.

Ryan Emerson is a financial advisor with Curi Capital, LLC in Chicago, IL, holding a Series 65 designation and 13 years of industry experience. His prior roles include positions at RMB Capital, Personal Capital Advisors Corporation, and Burrus. Outside of his advisory role, Emerson is a minority partner and CFO of Creek Side Partners LLC, which operates prohealthcareproducts.com, a seller of non-FDA regulated medical devices. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to a range of clients including individuals, high-net-worth clients, and institutional investors. The firm’s investment approach combines bottom-up fundamental equity analysis and a relative-value fixed income strategy, employing both discretionary and non-discretionary services across multiple portfolio structures.

Robert Bondiman is a Series 66-registered advisor with VestGen Advisors, LLC in Chicago, IL, and has 18 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Fidelity Investments, and Massachusetts Mutual Life Insurance Co. VestGen Advisors, LLC serves a diverse client base ranging from individuals and high-net-worth clients to institutional entities such as other investment advisers, banks, and government clients. The firm combines advisor-level client relationship work with centralized portfolio construction, employing both proprietary and third-party strategies across a high client-to-advisor ratio.

John Susin is a financial advisor with OneSeven in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Red Oak Capital Management, Niagara International Capital Limited, and Great Lakes Atlantic. Outside of his advisory work, he coaches a hockey team in Chicago. OneSeven serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm’s investment approach is primarily long-term with flexibility for shorter-term trading, utilizing diversified portfolios and access to alternatives and private placements.

Michael Lynch is a financial advisor at McAdam LLC with six years of industry experience. He holds a Series 65 designation and has worked at McAdam LLC since 2020. Prior to his current role, he was employed at the University of Iowa and was involved in Lynch Roofing. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, retirement plan consulting, and related implementation support, using a discretionary management approach that includes a range of asset types and specialized investment exposures.

Steven Nivens is a CFP® professional with 37 years of experience in the financial services industry. He has been with Ausdal Financial Partners, Inc. since 2011. In addition to his advisory role, he is involved in outside insurance sales, including fixed life, health, and disability insurance, and provides referrals for Medicare and travel insurance products. 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 both discretionary and non-discretionary strategies across a range of investment products.

Robert Cheney is a financial advisor at Diversify Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including DFPG Investments, Inc., First Allied Advisory Services, Inc., and Greenbook Investment Management, Inc. He also serves on the Board of Governors for the Lowe Institute of Political Economy, a nonprofit research institute. Diversify Advisory Services is an SEC-registered adviser serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a variety of portfolio management options and financial planning services tailored to client goals and risk tolerance.

Matthew Schilling is a financial advisor at Northern Trust Securities, Inc. He holds Series 66 and Series 63 licenses and has nine years of industry experience. Prior to joining Northern Trust Securities in 2024, he worked at Morgan Stanley, Bank of America, Merrill, and TD Ameritrade. 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, Fund Strategist Portfolios, and Strategist UMAs, combining advisory, brokerage, and custody services.

Laura Cuber is a CFP® professional with eight years of industry experience. She currently works at Bartlett & Co. Wealth Management LLC and previously held positions at Mercer Global Advisors and Kanaly Trust Services. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and a variety of institutional clients, providing discretionary wealth management and comprehensive financial planning. The firm emphasizes diversified asset allocation and relative-value analysis for fixed income, utilizing mutual funds, ETFs, and third-party platforms while offering access to affiliate and intermediary services through its integration with the Focus Financial Partners network.

Katherine Ozog is a CFP® and holds a Series 65 license with 19 years of experience in the financial industry. She has worked at RMB Capital Management, LLC since 2010. Ozog is based in Chicago, IL, and is currently affiliated with Curi Capital, LLC. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients including plan sponsors and private funds. The firm employs a long-term, fundamentally driven investment process across various account types and offers both discretionary and non-discretionary services.

Donald Bechter is a CFA® charterholder and Series 63 licensee with 14 years of industry experience. He is currently with Curi Capital, LLC and has worked at RMB Capital Management since 2011. Outside of his advisory role, he is an investor in several private equity and real estate loan funds. Curi Capital provides wealth management, investment management, retirement plan consulting, family office services, and specialized offerings for early-career medical professionals. The firm serves individual, high-net-worth, and institutional clients using a long-term, fundamentally driven investment approach across a range of strategies and vehicles.

Evan Kasal is a financial advisor at FourStar Wealth Advisors, LLC in Chicago, IL, holding a Series 65 credential. He has experience working in various roles since 2015, including positions at NielsenIQ and Billtrust, and joined FourStar Wealth Advisors in 2024. FourStar Wealth Advisors serves a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a combination of fundamental and technical analysis to manage assets across various investment vehicles, tailoring portfolios to client risk tolerances and objectives.

Jason Johnson is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 66 credential and 18 years of industry experience. His prior work includes roles at Wells Fargo and Northwestern Mutual. Outside of his advisory work, he serves as Deputy Commissioner for USA Softball of Nevada and is involved as an assistant high school softball coach and part-time substitute teacher. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, utilizing asset-allocation models and a range of investment vehicles, with a notable emphasis on non-discretionary assets.

Mark Harmon is a financial advisor at FourStar Wealth Advisors, LLC with 29 years of industry experience. He holds a Series 65 designation and has worked at FourStar since 2016. Prior to that, he was with Kingsview Wealth Management, LLC and Everett Wealth Solutions, Inc. Outside of his advisory role, Harmon is also an independent insurance agent, focusing on life insurance sales to complement overall financial planning. FourStar Wealth Advisors serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and charitable organizations. The firm uses a combination of fundamental and technical analysis to tailor portfolios across various asset classes while providing financial planning, investment management, and retirement plan consulting.

Thomas Clark is a Series 66-licensed financial advisor with Merit Financial Advisors in Chicago, IL, where he has been since 2025. He has two years of industry experience, including prior roles at Commonwealth Financial Network and Blueprint Wealth Advisors, and five years at Charles Schwab Investment Management. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation using centrally managed portfolios alongside customizable options, supported by an internal investment management team and external sub-advisers.