Daniel Laya is a financial advisor with Capital Analysts in Lombard, IL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has spent 20 years at Lincoln Investment Planning, Inc. Outside of advisory work, he is a member of Corner Sports LLC, a ski and snowboard rental, tuning, and delivery business. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Peter Aldworth is a financial advisor with Highpoint Planning Partners who holds a Series 66 designation and has 12 years of industry experience. He has been with Highpoint since 2015 and also maintains an affiliation with LPL Financial. HighPoint Advisor Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and sponsor-managed wrap-fee programs, implementing portfolios through fundamental analysis across various asset classes and utilizing multiple platform solutions.

Martin Dolph is a financial advisor at Foundations Investment Advisors LLC with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Foundations since 2017. In addition, he is active as a sales manager and independent agent at American Senior Benefits, focusing on insurance and annuity sales. Foundations Investment Advisors provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, offering tailored advice through model portfolios and an asymmetric rebalancing approach.

Ryan Emerson is a financial advisor with Curi Capital, LLC in Chicago, IL, holding a Series 65 designation and 13 years of industry experience. His prior roles include positions at RMB Capital, Personal Capital Advisors Corporation, and Burrus. Outside of his advisory role, Emerson is a minority partner and CFO of Creek Side Partners LLC, which operates prohealthcareproducts.com, a seller of non-FDA regulated medical devices. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to a range of clients including individuals, high-net-worth clients, and institutional investors. The firm’s investment approach combines bottom-up fundamental equity analysis and a relative-value fixed income strategy, employing both discretionary and non-discretionary services across multiple portfolio structures.

Laura Norek is a financial advisor at Forum Financial Management, LP with two years of industry experience. She holds a Series 65 designation and has worked at Forum Financial Management in various capacities since 2021. Prior to this, she was employed at Leadership Extension Consulting and Career Education Corporation. 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 serves as a sub-advisor and turnkey asset management platform for other independent RIAs, managing model portfolios primarily using DFA institutional mutual funds and ETFs within a Modern Portfolio Theory framework.

Robert Bondiman is a Series 66-registered advisor with VestGen Advisors, LLC in Chicago, IL, and has 18 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Fidelity Investments, and Massachusetts Mutual Life Insurance Co. VestGen Advisors, LLC serves a diverse client base ranging from individuals and high-net-worth clients to institutional entities such as other investment advisers, banks, and government clients. The firm combines advisor-level client relationship work with centralized portfolio construction, employing both proprietary and third-party strategies across a high client-to-advisor ratio.

John Susin is a financial advisor with OneSeven in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Red Oak Capital Management, Niagara International Capital Limited, and Great Lakes Atlantic. Outside of his advisory work, he coaches a hockey team in Chicago. OneSeven serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm’s investment approach is primarily long-term with flexibility for shorter-term trading, utilizing diversified portfolios and access to alternatives and private placements.

Meggan Carroll is a CFP®-certified financial advisor with 13 years of industry experience. She has worked at JMG Financial Group Ltd since 2021 and previously spent eight years with MPS LORIA Financial Planners, LLC and Loria Financial Group LLC. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, offering wealth management, portfolio management, tax consulting, and retirement planning. The firm follows a planning-based, long-term investment approach supported by strategic asset allocation and employs a variety of investment vehicles including ETFs, mutual funds, equities, fixed income, and private investments.

Michael Lynch is a financial advisor at McAdam LLC with six years of industry experience. He holds a Series 65 designation and has worked at McAdam LLC since 2020. Prior to his current role, he was employed at the University of Iowa and was involved in Lynch Roofing. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, retirement plan consulting, and related implementation support, using a discretionary management approach that includes a range of asset types and specialized investment exposures.

Matthew Schilling is a financial advisor at Northern Trust Securities, Inc. He holds Series 66 and Series 63 licenses and has nine years of industry experience. Prior to joining Northern Trust Securities in 2024, he worked at Morgan Stanley, Bank of America, Merrill, and TD Ameritrade. 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, Fund Strategist Portfolios, and Strategist UMAs, combining advisory, brokerage, and custody services.

Laura Cuber is a CFP® professional with eight years of industry experience. She currently works at Bartlett & Co. Wealth Management LLC and previously held positions at Mercer Global Advisors and Kanaly Trust Services. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and a variety of institutional clients, providing discretionary wealth management and comprehensive financial planning. The firm emphasizes diversified asset allocation and relative-value analysis for fixed income, utilizing mutual funds, ETFs, and third-party platforms while offering access to affiliate and intermediary services through its integration with the Focus Financial Partners network.

Katherine Ozog is a CFP® and holds a Series 65 license with 19 years of experience in the financial industry. She has worked at RMB Capital Management, LLC since 2010. Ozog is based in Chicago, IL, and is currently affiliated with Curi Capital, LLC. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients including plan sponsors and private funds. The firm employs a long-term, fundamentally driven investment process across various account types and offers both discretionary and non-discretionary services.

Donald Bechter is a CFA® charterholder and Series 63 licensee with 14 years of industry experience. He is currently with Curi Capital, LLC and has worked at RMB Capital Management since 2011. Outside of his advisory role, he is an investor in several private equity and real estate loan funds. Curi Capital provides wealth management, investment management, retirement plan consulting, family office services, and specialized offerings for early-career medical professionals. The firm serves individual, high-net-worth, and institutional clients using a long-term, fundamentally driven investment approach across a range of strategies and vehicles.

Evan Kasal is a financial advisor at FourStar Wealth Advisors, LLC in Chicago, IL, holding a Series 65 credential. He has experience working in various roles since 2015, including positions at NielsenIQ and Billtrust, and joined FourStar Wealth Advisors in 2024. FourStar Wealth Advisors serves a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a combination of fundamental and technical analysis to manage assets across various investment vehicles, tailoring portfolios to client risk tolerances and objectives.

Kenneth Valentino is a financial advisor at World Equity Group, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Patriot Capital Services, Inc. and Patriot Capital Management, Inc. since 2004. Outside his advisory role, he is involved in residential mortgage origination and serves as vice president of business development for a water filtration company. He also owns and manages an outdoor marijuana growing business in Michigan. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm offers managed portfolios mainly through wrap-fee programs and employs a risk-tolerance questionnaire to guide asset allocation, with discretionary management granted to third-party money managers and investment adviser representatives.

Jason Johnson is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 66 credential and 18 years of industry experience. His prior work includes roles at Wells Fargo and Northwestern Mutual. Outside of his advisory work, he serves as Deputy Commissioner for USA Softball of Nevada and is involved as an assistant high school softball coach and part-time substitute teacher. 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 asset-allocation models and a range of investment vehicles, with a notable emphasis on non-discretionary assets.

Mark Harmon is a financial advisor at FourStar Wealth Advisors, LLC with 29 years of industry experience. He holds a Series 65 designation and has worked at FourStar since 2016. Prior to that, he was with Kingsview Wealth Management, LLC and Everett Wealth Solutions, Inc. Outside of his advisory role, Harmon is also an independent insurance agent, focusing on life insurance sales to complement overall financial planning. FourStar Wealth Advisors serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and charitable organizations. The firm uses a combination of fundamental and technical analysis to tailor portfolios across various asset classes while providing financial planning, investment management, and retirement plan consulting.

Thomas Clark is a Series 66-licensed financial advisor with Merit Financial Advisors in Chicago, IL, where he has been since 2025. He has two years of industry experience, including prior roles at Commonwealth Financial Network and Blueprint Wealth Advisors, and five years at Charles Schwab Investment Management. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm emphasizes long-term, diversified asset allocation using centrally managed portfolios alongside customizable options, supported by an internal investment management team and external sub-advisers.

Thomas Campbell is a financial advisor with Forum Financial Management, LP, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at Forum Financial Management since 2014 and concurrently serves as Vice President of John E. Campbell & Assoc., Ltd., a CPA firm providing accounting and tax services. Forum Financial Management, LP offers fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients, while also serving as a sub-advisor and turnkey asset management platform for other independent RIAs. The firm employs model asset-allocation portfolios managed primarily with DFA institutional mutual funds and ETFs, focusing on a Modern Portfolio Theory approach.

Edilberto Ortiz is a financial advisor with IHT Wealth Management LLC in Chicago, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at LPL Financial for 15 years and was a partner at E.C. Ortiz & Co. LLP, where he provided accounting and auditing services. Ortiz continues to maintain a role at E.C. Ortiz & Co. LLP as a CPA and tax preparer. IHT Wealth Management serves individuals, corporations, and institutional clients, offering discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO services, and access to third-party managers. The firm’s approach combines fundamental value screening with quantitative optimization and employs strategies such as tax-lot harvesting and covered-call options.