Danielle Rovner is a financial advisor with Capital Analysts in Lombard, IL, holding a Series 66 designation and 12 years of industry experience. She has worked with Independent Financial Services and Lincoln Investment since 2015. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm employs an in-house Investment Management & Research team and offers discretionary and non-discretionary portfolio management, combining proprietary model portfolios with customizable client solutions.

David Stone is a financial advisor at IHT Wealth Management LLC with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley in various capacities from 2007 to 2017. He has been with IHT Wealth Management and affiliated with LPL Financial since 2017. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm uses a blend of fundamental stock selection and quantitative tools to manage diversified portfolios and offers discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Ellis Greenstein is a CFP® professional with four years of experience at JMG Financial Group LTD in Downers Grove, IL. Prior to joining JMG, he was affiliated with the University of Wisconsin and Riviera Preparatory High School. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities, providing discretionary investment management, financial advisory, retirement plan consulting, and tax preparation services. The firm manages approximately $6.36 billion in assets through a team of 64 advisors and employs a strategic asset allocation approach overseen by an investment committee.

Eddie Albazi is a financial advisor with Capital Analysts and holds a Series 66 designation. He has 25 years of industry experience, including prior roles at VALIC Financial Advisors and Agia. Outside of his advisory work, he is involved in insurance sales and founded Bazfinancial LLC for tax and accounting purposes. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team and offers a variety of portfolio solutions through a network of advisors.

Nolan Day is a financial advisor at Plante Moran Financial Advisors in Chicago, holding a Series 65 license with one year of industry experience. His prior roles include positions at Forum Health and Skypoint Ventures, as well as experience at Indiana University. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.

Johnathan Kulikowski is a CFP® with 12 years of experience in financial advisory. He currently works at HighPoint Planning Partners and previously spent 11 years at VANTAGE FINANCIAL PARTNERS Limited. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $4.0 billion in client assets and employs individualized investment policies with continuous account monitoring and a range of custodied program solutions.

Michael Wing is a financial advisor at B. Riley Wealth Advisors, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with B. Riley Wealth Management since 2012. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7 billion in client assets through 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs, financial planning, and retirement solutions.

Bryon Stanislaw is a financial advisor at Curi Capital, LLC with eight years of industry experience. He holds the CFP® designation and several securities licenses, and has been employed at Jefferies & Company, Inc. since 2010. Outside of his advisory role, Stanislaw volunteers with Oak Park Family Services on their investment committee and serves as chairman and head of economic education for the Securities Industries Association Central States District. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, employer retirement plans, institutions, and family offices. The firm employs a long-term, fundamental investment approach combining proprietary strategies, third-party managers, and private funds.

Danielle Van Buren is a CFP® professional with six years of experience at Valeo Financial Advisors, LLC and a total of three years in the financial industry. Prior to joining Valeo, she held roles at Core Spaces, Beauty & Grace, Levee Tan & Laundry, and worked in educational settings including Purdue University and Guerin Catholic High School. Valeo Financial Advisors provides comprehensive financial planning and investment management services to individuals, families, and institutional clients. The firm employs a strategic asset-allocation approach with tactical adjustments and utilizes third-party research and independent managers, while also offering specialized services such as pro-bono planning and due diligence through its subsidiary, TwoPointO.

Jayson Gorski is a financial advisor at HighPoint Planning Partners with five years of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial and CBRE. Gorski also provides administrative support to HighPoint Advisor Group, LLC. HighPoint Advisor Group serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management and financial planning, constructing client investment policies through personal consultations and implementing portfolios with a focus on fundamental analysis across various asset classes.

Scott Martin is a financial advisor at Kingsview Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Kingsview since 2016. Outside of his advisory role, Martin serves as President and CEO of Accent Asset Management, a media services company, and is a contributor to Fox Business Network. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities, offering wealth management, financial planning, and asset management through a network of Investment Adviser Representatives and an internal portfolio group. The firm focuses on tailored portfolio management and model strategy distribution across various securities and investment vehicles.

Sam Kendree is a financial advisor at Chicago Partners Investment Group LLC with eight years of industry experience. He holds a Series 65 designation and has worked at several firms including SBMC Intellectual Property Law, Bluestone Venture Partners, Signia Capital, TCI Wealth, and Country Financial. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, not-for-profit plans, endowments, corporations, and other entities. The firm employs a long-term, diversified, asset-allocation approach that combines fundamental analysis with quantitative optimization, offering services such as financial planning, portfolio management, and family office consulting.

Jack Reynolds is a CFP® professional with four years of industry experience, currently serving at JMG Financial Group LTD since 2022. Prior to joining JMG, he worked at the University of Arizona and West Chicago Community High School. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities, providing discretionary investment management, financial advisory and consulting, retirement plan consulting, and tax preparation services. The firm employs a strategic asset allocation approach overseen by an investment committee and manages approximately $6.36 billion in assets with a team of 64 advisors.

Carol Mcginnis is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 28 years of industry experience. She has been affiliated with LaSalle St. Securities, L.L.C. for 20 years. Outside of her advisory role, she contributes to the finance team at the Village Church of Oak Park by entering tithes into their system. 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 investment programs, with a notable predominance of non-discretionary assets under management.

Larry Johnson is a CFP® with 43 years of industry experience, currently serving at Ausdal Financial Partners, Inc. since 2015. He previously worked at Sterling Financial Advisory Services, Inc. from 2012 to 2020. Outside of financial advising, Johnson owns several fitness clubs under the Anytime Fitness brand and is involved in a handcrafted vodka business. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets. The firm offers a range of advisory programs and brokerage services to individuals, trusts, corporations, pension plans, and charitable organizations, with investment strategies delivered through discretionary and non-discretionary accounts across various asset classes.

Patrick Kaiser is a financial advisor at Tucker Asset Management LLC with 23 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Tucker Asset Management, he worked at IAMS Wealth Management and Royal Fund Management, LLC. In addition to advisory work, he is an independent insurance agent offering annuities, life and health insurance products, as well as physical gold and silver. Tucker Asset Management serves individual and high-net-worth clients, foundations, trusts, estates, and charitable organizations. The firm employs a top-down macroeconomic asset-allocation process and offers discretionary investment management, financial planning, and retirement plan advisory through a network of independent investment adviser representatives.

Jessica Freiburg is a financial advisor at Avantax Planning Partners, Inc. with the PFS™ designation and two years of industry experience. She is also the managing partner of Sassetti LLC, a firm providing tax planning, audit, accounting, and advisory services. Freiburg serves as the treasurer for the Parks Foundation of Oak Park, where she manages budgeting and fundraising efforts, and volunteers as a mentor with the Illinois Wesleyan University Council for Women. Avantax Planning Partners provides investment advice and related planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs a model-based style allocation strategy overseen by an Investment Advisory Committee and offers tax-intelligent overlays and discretionary management with centralized trading and reporting.

Matthew Newton is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining Zacks, he worked in roles across logistics, education, and local government. 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 through proprietary models and offers a wide range of strategies and investment vehicles, serving both direct clients and other advisers.

Patrick Kearney is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with six years of industry experience. He holds a Series 66 designation and has professional experience including seven years at the University of Chicago. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment management, utilizing asset-allocation models and a mix of mutual funds, ETFs, equities, fixed income, and options.

Anna Claire Martins is a financial advisor at SpiderRock Advisors, LLC with three years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for four years before joining BlackRock Investments in 2026. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, utilizing systematic, technical, and quantitative approaches with proprietary software to manage option-based hedges and yield-enhancing overlays. The firm serves a diverse client base including asset managers, family offices, pension funds, and private funds.