Rafia Hasan is a CFP®, CFA®, and holds a Series 66 license with 11 years of industry experience. She is currently with Perigon Wealth Management, LLC and has previously worked at Wipfli Financial Advisors, LLC and Hewins Financial Advisors LLC. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often delegating day-to-day management to independent managers while maintaining oversight and conducting regular reviews.

Christopher Patras is a financial advisor at Ausdal Financial Partners, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ausdal since 2011. In addition to his advisory role, he owns an insurance sales business specializing in life, disability, and long-term care insurance, as well as group medical and dental plans for small businesses. Ausdal Financial Partners manages approximately $2.13 billion in client assets through a network of about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, combining brokerage, advisory, and insurance services.

Richard Orr is a financial advisor at Ausdal Financial Partners, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 registrations and has worked previously with BCU Wealth Advisors, CUSO Financial Services, and Baxter Credit Union. Outside of his advisory role, he is involved in insurance sales through MVP Financial Services, Inc. and provides accounting and financial services at KMETZ Financial Group. 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, delivering strategies across various account types with access to multiple custodians and a range of investment products.

Patrick Wagner is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with six years of industry experience. He holds Series 65 and Series 63 licenses. Outside of his advisory role, Wagner is the owner of KT Colors, a custom framing and art supply retail store in Elmhurst, Illinois. 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 a range of investment vehicles and a predominance of non-discretionary assets.

Trisha Vergeire is a financial advisor with Northern Trust Securities, Inc. She holds Series 66 and Series 63 licenses and has five years of industry experience. Her prior roles include positions at Robinhood Markets, Inc., JPMorgan Chase Bank NA, and Ameriprise Financial. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer that provides discretionary portfolio management for high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven investment solutions including Separately Managed Accounts and Strategist UMAs, combining advisory, brokerage, and custody services.

Dario Kerkez is a financial advisor with IHT Wealth Management LLC based in Chicago, IL. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. Prior to joining IHT Wealth Management in 2018, he worked at firms including LPL Financial, Private Advisor Group, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Outside of his advisory role, he is involved in soliciting health insurance and Medicare supplement plans. 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 to manage diversified portfolios that include ETFs, mutual funds, fixed income, and option strategies, supported by discretionary asset management and financial planning services.

Patrick Stimson is a CFP® with 13 years of industry experience currently with Curi Capital, LLC in Chicago, IL. His prior experience includes roles at RMB Capital Management LLC, RMB West, LLC, and Ameriprise. Curi Capital provides wealth management, investment management, retirement plan consulting, family office services, and a subscription offering for early-career medical professionals. The firm serves individual, high-net-worth, and institutional clients using a long-term, fundamentally driven investment approach across multiple strategies and account types.

John Stitt Jr. is a financial advisor at World Equity Group, Inc. with 34 years of industry experience. He holds a Series 63 designation and has been with World Equity Group since 2002. In addition to his advisory work, he operates an independent insurance agency focused on business group health, dental, life, long-term care, and disability insurance. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a range of clients including individuals, pension plans, trusts, and corporations. The firm offers managed portfolios primarily through its wrap-fee program, combining discretionary portfolio management, financial planning, and third-party money managers.

Nicole Meihofer is a Series 66-credentialed financial advisor with 12 years of industry experience. She is currently with IHT Wealth Management LLC and has previously worked at Aurelien Capital Partners LLC, Annie & Oliver, LLC, Fort Point Capital Partners LLC, and Merrill. Meihofer is also licensed as an insurance agent. IHT Wealth Management serves individuals, including high-net-worth clients, corporate and institutional entities, and retirement plan sponsors with discretionary asset management, financial planning, and ERISA plan consulting among other services. The firm employs a proprietary investment process combining fundamental value screening, quantitative optimization, and periodic rebalancing, and offers tailored portfolios through a network of investment adviser representatives.

Scott Uebelhoer is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 66 credential and 17 years of industry experience. His prior roles include positions at Securities America Advisors, Invest Financial Corporation, and Guardian Life. Outside of his advisory work, he is involved in insurance sales focusing on life and disability products and manages a holding company related to an outside business activity. LaSalle St. Investment Advisors provides 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 investment programs, with a notable focus on non-discretionary asset management, employing asset-allocation models and a diversified mix of investment vehicles.

Kyle Schroeder is a CFP® with six years of industry experience, currently serving as a financial advisor at Forum Financial Management, LP since 2020. Prior to joining Forum, he worked at Prospect Partners and Merrill. Forum Financial Management, LP provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also acts as a sub-advisor and turnkey asset management platform for independent RIAs, utilizing model asset-allocation portfolios managed primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Michael Lichtfuss is a financial advisor with Ausdal Financial Partners, Inc. in Downers Grove, IL, holding Series 63 and Series 65 credentials and possessing 17 years of industry experience. He has been with Ausdal Financial Partners since 2012 and previously worked at Safety Service Sys for 17 years. Outside of his advisory role, Lichtfuss assesses national referee candidates and keeps score for high school basketball games. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, overseeing approximately $3.73 billion across more than 16,000 clients. The firm offers a range of advisory and financial planning services, employing tailored investment strategies developed at the advisor level and integrating multiple custodians and third-party managers.

Gregory Karolich Jr. is a financial advisor at Zacks Investment Management, Inc. with 13 years of industry experience. He holds a Series 66 designation and has worked at Zacks Investment Management since 2012, also having experience with LBMZ Securities, Inc. since 2023. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm employs a proprietary investment process centered on earnings-estimate revisions and offers a broad range of strategies and investment vehicles, while also serving as a model provider to other advisers and managing high client density alongside a substantive wholesaling and model business.

Elliot Salrin is a financial advisor with Zacks Investment Management, Inc., holding a Series 65 designation and four years of industry experience. He has been with Zacks Investment Management since 2020, following roles at Pepsi Mid America, Pinch Penny Liquors, Papa Johns, Victoria Secret, and Southern Illinois University - Carbondale. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, and institutional clients, serving as portfolio manager for mutual funds and ETFs. The firm combines proprietary quantitative models with qualitative portfolio management across various strategies and offers retail wealth management, alternative investments, and model portfolios.

James Burke is a financial advisor with Chicago Partners Investment Group LLC, holding a Series 65 designation and six years of industry experience. He previously operated Burke Trading for ten years before joining Chicago Partners in 2018. Chicago Partners Investment Group LLC serves a diverse client base, including individuals, trusts, nonprofits, and corporations, offering portfolio management, financial planning, retirement services, and family-office reporting. The firm employs a long-term, diversified investment approach using fundamental analysis and offers customized portfolios with strategies such as direct indexing and tax-loss harvesting.

Kyle Holben is a financial advisor at Alera Investment Advisors, LLC with five years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Triad Advisors, New York Life Insurance Company, and Nylife Securities LLC. Outside of finance, he is a co-owner of an automotive detailing business. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and institutions. The firm employs a primarily long-term, fundamental-analysis-driven investment approach and integrates insurance and pension-consulting platforms in its advisory services.

Scott Kessler is a financial advisor with B. Riley Wealth Advisors, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Noyes Advisors LLC and B. Riley Wealth Management. Kessler is also a licensed insurance agent involved in fixed insurance sales through B. Riley Wealth Insurance. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a variety of advisory programs, financial planning, and retirement solutions.

Alfred Marwede is a financial advisor at Forum Financial Management, LP with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Forum Financial Management since 2012. Outside of his advisory role, he is a member of F.A.M. LLC, which provides management services under a service agreement with Forum Financial Management. Forum Financial Management, LP offers fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, utilizing model portfolios aligned with Modern Portfolio Theory and a mix of institutional mutual funds, ETFs, and fixed income strategies.

Jeffrey Haskin is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding a Series 66 designation with 18 years of industry experience. He has been with Zacks Investment Management since 2008. Zacks Investment Management provides discretionary portfolio management to a diverse client base including individuals, trusts, retirement plans, charitable and corporate entities, and institutional investors. The firm employs a proprietary investment process based on quantitative and qualitative analysis and serves both direct clients and third-party advisers through a range of strategies and investment vehicles.

Andrew Palomo is a CFP® with 17 years of industry experience, currently serving as a financial advisor at LaSalle St. Investment Advisors, L.L.C. He has held positions at several firms including Arbor Point Advisors, Osaic Advisory Services, and LPL Financial. Palomo serves as a board member at large for the American Legion Post 42 Charitable Foundation. 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 investment programs, with a notable predominance of non-discretionary assets under management.