Ryan Kennedy is a CFA® charterholder with 14 years of industry experience. He is currently with Curi Capital, LLC and has spent the last 10 years at RMB Capital Management LLC. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, employer retirement plans, institutions, mutual funds, private funds, and family offices. The firm employs a long-term, fundamental investment approach with a bottom-up equity process and a relative-value fixed income strategy, integrating proprietary strategies, third-party managers, and private funds.

Eric Mesko is a financial advisor with VestGen Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Triad Advisors, LPL Financial, and Waddell & Reed. He serves on the board of Bartlett Learning Centers, a school for children with mental challenges. 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 discretionary and non-discretionary investment management, financial planning, and retirement plan services, utilizing a blend of analytical approaches and third-party managers.

Jaime Herrera is a financial advisor at Alera Investment Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including JP Morgan Securities LLC and B. Riley Wealth Management. Herrera currently serves as a senior investment service coordinator within the Alera Group. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, institutions, and retirement plans. The firm offers discretionary portfolio management and ERISA-focused plan services, utilizing a combination of internal management, affiliate platforms, and independent managers with a long-term investment orientation.

Kevin Shekell is a financial advisor at Ausdal Financial Partners, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Jackson National Life Distributors for 10 years. He is also involved in insurance sales and operates Shekell Wealth Management, LLC. Additionally, he serves as a notary public. 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, employing a range of discretionary and non-discretionary strategies across various asset classes.

Andrew Tennent is a financial advisor with B. Riley Wealth Advisors, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at B. Riley Wealth Advisors and B. Riley Wealth Management since 2011 and previously spent 20 years with National Securities Corp. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers various programs and financial services and manages approximately $4.21 billion in client assets through about 173 advisors.

Vincent Barone is a financial advisor at Aaron Wealth Advisors with nine years of industry experience. He holds the Series 66 designation and has worked at Aaron Wealth Advisors since 2019, following three years at Wells Fargo Clearing. Aaron Wealth Advisors serves high-net-worth and institutional clients, including business owners, entrepreneurs, and multi-generational families. The firm provides discretionary and non-discretionary portfolio management, using an outsourced platform to access third-party managers while maintaining client advisory relationships, and offers option overlay strategies alongside standalone financial consulting engagements.

John Smith is a financial advisor with Northern Trust Securities, Inc. in Chicago, IL, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with Northern Trust Securities since 2017, following a one-year tenure at Price Technology. Northern Trust Securities, Inc. is a multi-team firm offering discretionary portfolio management primarily to high-net-worth individuals, retail investors, and institutional clients. The firm delivers model-driven investment solutions, including Separately Managed Accounts and Strategist Portfolios, through the Fidelity Managed Account Xchange platform.

Keith Plywaczynski is a CFP® professional with 14 years of industry experience. He is the founder and CEO of Fortitude Financial Partners and currently serves as an advisor at Mariner Independent. His prior experience includes roles at Mariner Wealth Advisors and Mariner Platform Solutions. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, and access to third-party managers, with a notable integration of institutional and retirement plan resources.

Christopher Hurckes is a CFP® professional with six years of industry experience, currently serving as an advisor at Ausdal Financial Partners, Inc. since 2019. Prior to his advisory roles, he worked at Athletico Physical Therapy from 2012 to 2019. He is also a board member of the McHenry Chamber of Commerce, engaging in community activities. 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, retirement services, and financial planning to individuals, trusts, corporations, pension plans, and nonprofits, implementing strategies through discretionary and non-discretionary accounts with access to multiple custodians and investment products.

Robert Widman Jr. is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Elmhurst, Illinois, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with LaSalle St. Investment Advisors since 2009 and has worked with its affiliated broker-dealer, LaSalle St. Securities, since 2003. 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, offering both non-discretionary and discretionary investment approaches. The firm manages a predominance of non-discretionary assets and utilizes a mix of asset-allocation models, mutual funds, ETFs, equities, fixed income, and options.

Jessica Haages is a financial advisor at Forum Financial Management, LP with eight years of industry experience. She holds a Series 66 designation and has worked previously at Raymond James & Associates and Cetera Investment Services LLC. Outside of her advisory role, she is involved with Sorrento's Restaurant. Forum Financial Management, LP provides investment advisory services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm utilizes model asset-allocation portfolios based on Modern Portfolio Theory and offers a range of services including portfolio management, financial planning, and sub-advisory support to independent advisors and RIAs.

Nicholas Punzio is a financial advisor at VestGen Advisors, LLC in Chicago, IL, holding Series 63 and Series 66 credentials with 16 years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC, FIDELITY Personal and Workplace Advisors, and LPL Financial LLC. VestGen Advisors, LLC manages approximately $6.66 billion for about 22,790 clients through 53 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, ERISA 3(21) retirement plan services, and acts as a liaison to third-party managers, developing client-specific strategies based on goals, time horizon, and risk tolerance.

Adam Saltzman is a CFP® with 24 years of industry experience, currently serving at Northern Trust Securities, Inc. in Skokie, IL, where he has worked since 2003. He holds a Series 63 license and has spent his entire career at Northern Trust Securities. Northern Trust Securities, Inc. is a multi-team SEC-registered investment adviser and FINRA-registered broker-dealer that provides discretionary portfolio management primarily for high-net-worth individuals, retail investors, and institutional clients. The firm uses a model-driven approach with portfolios that include proprietary and third-party funds, offering advisory, brokerage, and custody services through a wrap fee program.

Christopher Lynn is a financial advisor at Integrated Advisors Network LLC with 19 years of industry experience. He holds a Series 65 designation and has operated JC Investment Management as a DBA since 2005. Integrated Advisors Network is an SEC-registered multi-team investment adviser that offers portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a combination of fundamental and quantitative analysis within a risk-profile framework and frequently uses third-party sub-adviser platforms to implement client strategies.

Sandra Hernandez is a financial advisor at Northern Trust Securities, Inc. with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Northern Trust Securities since 2023. Her prior experience includes roles at Robinhood Markets, Inc., Robinhood Financial, LLC, TD Ameritrade, and a decade at Cintas. Northern Trust Securities, Inc. is a multi-team firm serving high-net-worth individuals, retail investors, and institutional clients with discretionary portfolio management through a wrap fee program. The firm offers model-driven investment solutions including SMAs and Fund Strategist Portfolios, combining advisory, brokerage, and custody services under one platform.

William Davis is a Certified Financial Planner® (CFP®) with seven years of experience at Forum Financial Management, LP, where he has been employed since 2015. He serves as Treasurer for the Lake Eleanor Estates Homeowners' Association, overseeing finances and managing expenditures. 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 other independent RIAs, implementing portfolios primarily with DFA mutual funds and ETFs following a Modern Portfolio Theory approach.

Matthew Zivick is a financial advisor at IHT Wealth Management LLC in Chicago, IL, holding a Series 66 designation with 17 years of industry experience. He 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 employs a blended investment approach combining fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, ERISA consulting, and access to third-party managers through a network of approximately 153 advisors.

Stanley Nieminski is a financial advisor at Fortis Capital Advisors, LLC with 35 years of industry experience. He holds the CFP® and PFS™ designations and has worked at firms including Clearpath Financial LLC and Cetera. In addition to his advisory role, he is president of a mortgage brokerage and provides tax and accounting services through his CPA firm. Fortis Capital Advisors offers investment advisory and financial planning services to individuals, trusts, businesses, and institutional clients. The firm focuses on customized portfolio construction and ongoing monitoring, employing a range of strategies including passive, active, tactical, blended, and ESG-integrated approaches.

Danny Delgado is a financial advisor at Silver Oak Securities, Incorporated with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including B. Riley Wealth Management and Purshe Kaplan Sterling Investments. Delgado is also involved with Arbor Financial Advisors in a financial advisor capacity. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets across a network of over 100 financial professionals. The firm offers personalized portfolio management, a unified managed account program, financial planning, and third-party manager referrals, delivering investment advice primarily on a discretionary basis.

John Mc Cadd is a financial advisor at Northern Trust Securities, Inc. with four years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Jacobson Group, Randstad USA, and Horace Mann. 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 with discretionary portfolio management through a model-driven wrap fee program. The firm offers a range of separately managed accounts and strategist portfolios implemented via the Fidelity Managed Account Xchange platform, combining advisory, brokerage, and custody services with proprietary and third-party investment products.