Aaron Ahlstrom is a CFP® professional with 16 years of industry experience. He is currently with JMG Financial Group, Ltd. and previously worked at Ameriprise and Ameriprise Financial Services, Inc. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities, offering discretionary investment management, financial advisory, retirement plan consulting, and tax consulting services. The firm uses a strategic asset allocation approach overseen by an investment committee and manages approximately $6.36 billion in assets across a team of 64 advisors.

Kevin Dawrant is a CFP® with seven years of industry experience, currently serving as a financial advisor at VestGen Advisors, LLC. His prior experience includes roles at LPL Financial, EFG Advisors, and ValMark Advisers. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients, offering a combination of discretionary and non-discretionary investment management, financial planning, and retirement plan services, utilizing a range of analytical methods and third-party managers to implement client portfolios.

Kevin Newman is a financial advisor at Ausdal Financial Partners, Inc. with 12 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Ausdal Financial Partners since 2013, including a brief tenure at Principal Securities and Principal Life Insurance in 2019. Outside of advising, he has worked as a freelance translator and is involved in insurance sales through Newman & Associates Ltd. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a broad range of services including advisor-managed accounts, separately managed accounts, unified managed accounts, retirement-plan advisory, and financial planning, tailoring investment strategies to clients’ objectives and risk tolerance.

Benjamin Packer is a financial advisor at Ritholtz Wealth Management in Chicago, IL. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Ritholtz Wealth Management in 2025, he worked at Charles Schwab and Column Capital Advisors. Ritholtz Wealth Management serves individual and institutional clients, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment process that incorporates asset allocation and behavioral finance, using diversified low-cost ETFs along with tactical overlays and alternative investments.

Jennifer Barry is a CFP® and CFA® with 29 years of industry experience. She has worked at Aaron Wealth Advisors since 2021 and previously spent 23 years at Citigroup Global Markets. Barry holds a Series 63 license. Aaron Wealth Advisors serves high-net-worth and institutional clients, including business owners and family offices, providing discretionary and non-discretionary portfolio management along with financial consulting. The firm uses an outsourced platform to access third-party managers and offers option overlay strategies, with a client base that includes insurance-related relationships through an affiliated insurance advisory entity.

Ashley Garrido is a financial advisor at A.G.P. / Alliance Global Partners with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at A.G.P. since 2018, following two years at Sentinus Securities, LLC. Outside of her advisory work, Garrido serves as Treasurer and head of the finance committee for a condominium association in Chicago. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm uses an open-architecture investment approach with a focus on international investing and combines in-house management, third-party money managers, and sub-advisers to offer discretionary and non-discretionary strategies alongside brokerage and capital markets services.

Sandra Evans is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 37 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at La Salle St. Securities, Inc. since 1992 and Carrollton Bank since 1985. Outside of her advisory roles, she serves as Secretary-Treasurer of Evans Farm Equipment, Inc. and is a board member of the Prairie Council of Aging. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and a variety of portfolio management services. The firm employs both passive and active investment strategies across multiple asset classes and manages a substantial amount of assets primarily through non-discretionary arrangements.

Brian Janecke is a CERTIFIED FINANCIAL PLANNER™ professional with 16 years of industry experience. He is currently with Curi Capital, LLC and previously worked at RMB Capital Management LLC and Jacobus Wealth Management, Inc. Curi Capital serves a diverse client base including individuals, families, institutions, retirement plan sponsors, and charitable organizations. The firm employs a long-term, fundamental, bottom-up investment approach and combines in-house strategies with external managers, managing approximately $9.83 billion across various investment vehicles.

Jeremy Zoladz is a financial advisor with Americana Partners, LLC in Chicago, IL, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He previously worked at Dynasty Securities, LLC and Dynasty Wealth Management, LLC from 2015 to 2026. Zoladz is also involved with Dynasty Financial Partners, LLC in an investment-related capacity. Americana Partners serves individuals—including high-net-worth and ultra-high-net-worth international clients—as well as corporations, trusts, estates, and charitable organizations. The firm offers customized portfolio management through discretionary and consultative approaches, employing a broad range of investment vehicles and strategies, including alternative and privately placed investments for eligible clients.

Raymond Sullivan Jr. is a financial advisor at FourStar Wealth Advisors, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at FourStar since 2020. Prior to that, he was associated with PKS Advisory Services, Purshe Kaplan Sterling Investments, and Forum Financial Management. He is also a CPA and operates an accounting and tax practice, Sullivan & Sullivan, Ltd, which he founded in 1991. Additionally, Raymond serves as President and Treasurer of the nonprofit Sertoma Speech-Hearing Center, where he assists with financial oversight. FourStar Wealth Advisors provides investment management, financial planning, and retirement consulting to individuals, pension plans, trusts, charitable organizations, and businesses. The firm manages portfolios primarily on a discretionary basis using a mix of mutual funds, ETFs, equities, debt securities, options, and independent managers, tailoring allocations to clients’ risk tolerances and objectives.

Kristi Mills is a financial advisor at Brownson, Rehmus & Foxworth, Inc. with 17 years of industry experience. She holds a Series 65 designation and has been with the firm since 2005. Brownson, Rehmus & Foxworth, Inc. provides personalized, fee-only financial counseling and non-discretionary investment advisory services to individuals, families, trusts, estates, private foundations, qualified retirement plans, and senior corporate executives. The firm emphasizes customized long-term asset allocation and diversification strategies, with client decisions made following detailed evaluations of their goals.

Jared Shirk is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 66 designation and four years of industry experience. His work history includes roles at LaSalle St. Investment Advisors, Capital Wealth Partners, and LaSalle St. Securities, among others. Outside of advisory work, he is involved in fixed insurance contracting through Capital Wealth Partners and operates a mowing business. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a range of investment strategies using mutual funds, ETFs, equities, fixed income, options, and alternative vehicles, offering both discretionary and non-discretionary management.

Nadezda Scharnell is a Series 66-licensed financial advisor with 14 years of industry experience, currently affiliated with Merit Financial Advisors in Chicago, IL. She previously worked at Morgan Stanley for ten years before joining Merit Financial Advisors and related firms in 2025. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base, including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and customizable sleeves, supported by a centralized Investment Management team and Investment Committee.

Mitchell Thornton is a financial advisor at Northern Trust Securities, Inc. with 31 years of industry experience. He has been with Northern Trust Securities since 2010. Thornton holds Series 63, Series 65, and Series 66 designations. 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 and Strategist portfolios delivered via the Fidelity Managed Account Xchange platform.

Michael Sullivan is a financial advisor at VestGen Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial LLC, Wealth Management Group, L.L.C., and Private Client Services. Outside of advising, he is an investor in Davidson's Bar & Grill, a local restaurant. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients using a combination of fundamental, quantitative, technical, and modern portfolio theory approaches, incorporating third-party managers and affiliate strategies in portfolio implementation.

Chase Lavery is a CFP® professional at HighPoint Planning Partners with four years of industry experience. He has worked at LPL Financial and Byline Bank and is involved with TLC Camp, a community organization he has supported since 2014. HighPoint Advisor Group serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering discretionary asset management and financial planning. The firm builds client investment policies through personal consultation and uses a range of investment vehicles and third-party platforms to implement portfolios.

Robyn Schneider is a financial advisor at Prairie Capital Management Group, LLC with 42 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Prairie Capital Management Group since 2021. Her prior experience includes roles at Umb and Prairie Capital Management. Prairie Capital Management Group primarily serves high-net-worth individuals and families, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm employs a multi-manager, multi-strategy investment approach, focusing on asset consulting and investment supervisory services while generally not directly investing client assets for most multi-manager accounts.

Mike Angelopoulos is a financial advisor with B. Riley Wealth Advisors, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with B. Riley Wealth Advisors since 2016 and previously worked at National Securities Corp. Angelopoulos is president of Porchlight Real Estate PLLC, a real estate investment venture. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses, managing approximately $4.21 billion in assets across a variety of programs and strategies.

Nicholas Ginnodo is a financial advisor at Fourstar Wealth Advisors, LLC in Chicago, IL, holding a Series 66 credential with three years of industry experience. His prior roles include positions at Riverpoint Wealth Management and The Vanguard Group. Fourstar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities with financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a combined fundamental and technical analysis approach, managing diversified portfolios tailored to clients’ risk tolerance and time horizon.

Regan Beaver is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LaSalle St. Securities, L.L.C. since 2003. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and a range of portfolio management services. The firm employs both passive and active investment strategies across various asset classes and is notable for its predominance of non-discretionary assets and its use of fee-sharing and co-advisor arrangements.