Colin Cheaney is a CFA® charterholder with over five years of industry experience. He currently works at IHT Wealth Management LLC and previously held roles at Marquette Associates and Illinois Wesleyan University. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients, offering discretionary asset management, financial planning, and ERISA plan consulting. The firm employs a blended investment approach combining fundamental stock selection with quantitative tools and diversified model portfolios, supported by various operational features including an affiliated broker-dealer and venture/private equity activities.

Peter Lee is a financial advisor at Summit Trail Advisors, LLC in Chicago, IL, holding a Series 66 credential with 20 years of industry experience. He has been with Summit Trail Advisors since 2015 and Summit Trail Securities since 2017. Outside of his advisory role, he serves as an advisor to the board of the Solder True Life Foundation. Summit Trail Advisors serves individuals, business entities, trusts, estates, charitable organizations, pension and profit-sharing plans, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, family-office services, retirement plan advisory, and access to private investment funds, emphasizing asset allocation, investment selection, and portfolio construction across multiple asset classes and investment outcomes.

Dimitre Ivanov is a financial advisor at Summit Trail Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at UBS Financial Services, Bank of the West, and LPL Financial. Ivanov is based in Chicago, IL. Summit Trail Advisors serves a diverse client base including individuals, families, charitable organizations, corporate entities, trusts, estates, and institutional retirement plans. The firm employs an open-architecture investment approach focused on asset allocation, investment selection, and portfolio construction, utilizing ETFs, mutual funds, separate accounts, independent managers, and private funds.

Jakob Marringa is a CFA® with 16 years of industry experience. He has been with United Capital Financial Advisors since 2009. United Capital provides national financial planning and discretionary investment management to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm offers customized investment solutions and supports other independent advisors through its FinLife Partners platform, while maintaining a broad affiliate network that includes legal, trust, lending, and referral services.

Dennis Dean is a financial advisor with ON Investment Management Company in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior experience includes roles at The O.N. Equity Sales Company, Ohio National Financial Services, Hornor, Townsend & Kent, Inc., and Penn Mutual Life Insurance Company. He serves as a board member of the Kiwanis Club of Lindenhurst/The Lakes. ON Investment Management Company is a multi-team SEC-registered investment adviser providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of investment programs and combines discretionary and non-discretionary management approaches.

Kyle Omery is a CFP® professional currently with Aprio Wealth Management, LLC and has one year of industry experience. His prior roles include positions at Corient Private Wealth, Aspiriant, and Richwood Investment Advisors. Aprio Wealth Management provides investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm uses a range of portfolio management techniques and offers access to sub-advised strategies and private investments, with continuous monitoring and at least annual client reviews.

Meredith Sims is a financial advisor with CL Wealth Management LLC in Schaumburg, IL, holding the ChFC® designation and Series 63 and 65 licenses. She has 22 years of industry experience and has worked with multiple firms, including Heart Strong Wealth Planning and Onsystex. Outside of financial services, she owns Meredith Sims Creative LLC, a non-investment-related business. CL Wealth Management LLC offers portfolio advisory and financial planning services to individuals, businesses, and charitable organizations, utilizing both discretionary and non-discretionary management approaches tailored to client objectives and risk tolerance.

Danielle Rovner is a financial advisor with Capital Analysts, holding a Series 66 designation and 12 years of industry experience. She has worked at 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 offers discretionary and non-discretionary portfolio management, utilizing an in-house investment management team and proprietary fund screening processes.

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.

Eddie Albazi is a financial advisor with Capital Analysts, holding a Series 66 designation and 25 years of industry experience. He has worked at Capital Analysts and Lincoln Investment since 2023 and previously spent 16 years with VALIC Financial Advisors. Albazi is also involved in insurance sales, including life and long-term care insurance, through separate business activities. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management supported by an in-house investment management and research team. The firm has a close affiliation with Lincoln Investment and provides advisors opportunities to engage in outside business activities alongside advisory services.

Nolan Day is a financial advisor at Plante Moran Financial Advisors in Chicago, IL, holding a Series 65 designation with one year of industry experience. He previously worked at Forum Health and Skypoint Ventures and was employed at Indiana University and Fenton High School prior to his advisory career. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth and non-HNW individuals, trusts, estates, charitable organizations, and business entities. The firm employs a variety of analytical methods and manages portfolios through discretionary and non-discretionary arrangements, overseeing approximately $25 billion in assets.

Michael Wing is a financial advisor at B. Riley Wealth Advisors, Inc. in Chicago, IL, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with B. Riley-affiliated firms since 2012. Outside of advising, he is a licensed insurance agent involved with B. Riley Wealth Insurance. B. Riley Wealth Advisors offers investment advice and portfolio management to individual clients, pension plans, trusts, charitable organizations, and corporate clients. The firm employs a range of investment programs and manages approximately $4.21 billion in client assets through a team of about 173 advisors.

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.

William Bringham is a financial advisor at KCD Financial, Inc. with 43 years of industry experience. He has held positions at KCD Financial since 2017 and previously worked at Freedom Investors Corp. from 2012 to 2017. Outside of advisory work, he serves as president of WTB Associates, Inc., a tax preparation and accounting business. KCD Financial, Inc. is a multi-team registered investment adviser and introducing broker-dealer with 38 advisors and approximately $202 million in regulatory assets under management. The firm serves individuals, corporate pension and profit-sharing plans, and charitable organizations, offering tailored investment strategies and access to third-party management programs.

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.

David Lehenbauer is a financial advisor with Alera Investment Advisors, LLC, holding a Series 66 credential and two years of industry experience. His work history includes roles at OSAIC, Triad Advisors, and Charles Schwab, among others. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and institutions. The firm utilizes a combination of internal management, affiliate platforms, and independent managers to construct portfolios primarily focused on mutual funds, ETFs, equities, and fixed income with a long-term investment approach.

Scott Martin is a financial advisor with Kingsview Wealth Management, LLC in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Kingsview Partners LLC and Kingsview Wealth Management LLC since 2016. Outside of his advisory role, Martin serves as President and CEO of Accent Asset Management, a media services company, and contributes to Fox Business Network as an on-air reporter. 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 provides tailored portfolio management and constructs model strategies for separately managed accounts, ETFs, and external advisers, incorporating tactical, income-oriented, and alternative investment approaches.

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.

Carol Mcginnis is a financial advisor with Lasalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 designations and bringing 28 years of industry experience. She has been with Lasalle St. Securities since 2006. Outside of her advisory role, she contributes to the finance team at Village Church of Oak Park by entering tithes into their system. Lasalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, pension and profit-sharing 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.

Mitchell Hamer is a CFP® with 11 years of industry experience, currently affiliated with Stratos Wealth Advisors LLC. His prior roles include positions at Kovitz Investment Group Partners, Kovitz Securities, and Asset Management Group LTD. Outside of his advisory work, he is a managing member of Intersectling Wealth, LLC, a registered investment advisory firm. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, and financial institutions, offering investment management, financial planning, and insurance consulting through a network of mostly independent investment advisory representatives. The firm employs a range of advisory programs and leverages both affiliated and third-party subadvisers to deliver tailored investment solutions.