Ronald Feltes is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at LaSalle St. Securities LLC since 2015 and has been with Heartland Investment Associates, Inc. since 1990. Outside of advisory work, he is involved in fixed insurance activities. 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 across various asset classes, managing accounts primarily through non-discretionary authority and utilizing both active and passive approaches.

Douglas Schaffnit is a financial advisor with HighPoint Planning Partners and holds Series 63 and Series 65 licenses. He has 43 years of industry experience and has been with HighPoint Planning Partners since 2012. Prior to that, he has been associated with LPL Financial since 2004 and has operated Schaffnit and Associates since 1994. Outside of his advisory roles, he is involved in selling group life, disability, and medical insurance, and provides employee benefits through Schaffnit and Associates, Inc. HighPoint Advisor Group offers discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $4.0 billion in client assets and employs a fundamental analysis-based investment approach across various securities and program solutions.

Emily Pattee is a financial advisor at Oxford Financial Group, LTD with 13 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and Northwestern Mutual Investment Services LLC. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients by providing family office services, CIO-led portfolio construction, and fiduciary support. The firm emphasizes asset allocation, diversification across public and private markets, and offers both discretionary and non-discretionary management, alongside in-house private-investment platforms and affiliated trust services.

Travis Bennett is a financial advisor with Northern Trust Securities, Inc. in Chicago, IL, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Northern Trust Bank, Paylocity Inc., and Technical Source. Northern Trust Securities, Inc. serves high-net-worth individuals, retail investors, and institutional clients by providing discretionary portfolio management through model-driven investment programs that utilize a combination of proprietary and third-party products, with a focus on separately managed accounts and strategically managed portfolios.

Thomas Carroll is a financial advisor at HighPoint Planning Partners with nine years of industry experience. He holds the CFP® designation and Series 66 license. His prior roles include positions at LPL Financial, Parkview Asset Management, Bank of America, Merrill, and Edward Jones. HighPoint Planning Partners serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and wrap-fee program management, utilizing a diversified investment approach that includes mutual funds, ETFs, equities, debt securities, REITs, options, and independent managers.

Luis Pereda is a financial advisor at Chicago Capital, LLC with two years of industry experience and holds a Series 65 credential. His prior roles include positions at Corient Services LLC, CIPW Service Company, Gofen and Glossberg, L.L.C., and Northern Trust. Chicago Capital provides discretionary investment management, financial planning, and consulting services to individuals, families, corporations, foundations, and registered investment advisers. The firm employs an active management approach combining fundamental and technical research to construct diversified portfolios, and manages over $4.8 billion in client assets with a team of 11 advisors.

Nora Dudash is a financial advisor at IHT Wealth Management LLC with 12 years of industry experience. She holds the Series 66 designation and 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 combines fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Mark Hofstetter is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Concurrent Investment Advisors, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, Next Retirement Solutions, Raymond James Financial Services Advisors Inc., and Wells Fargo Advisors. Outside of his advisory work, he is a paid performing musician through his part-time involvement with And Beyond LLC. Concurrent Investment Advisors is an enterprise-scale firm with approximately 161 advisors serving over 10,000 clients and managing about $9.9 billion in assets. The firm provides wealth management, financial planning, and retirement advisory services, employing a long-term investment approach with customized portfolios across various asset classes.

James Bey is a financial advisor with Independent Wealth Network, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, with 36 years of industry experience. His prior roles include positions at Emerson Equity LLC and Brokers International Financial Services, LLC. Outside of financial advising, Bey volunteers as an official at swim meets for USA Swimming. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals, trusts, plans, estates, charitable organizations, and corporations. The firm’s advisors oversee approximately $518 million in client assets and employ a range of investment strategies, including discretionary management using third-party models and direct portfolio implementation.

Meghan Nolan is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Forum Financial Management, LP since 2016. She is based in Lombard, IL, and has spent her entire advisory career with Forum Financial Management. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory and offers a range of services including portfolio management, financial planning, and sub-advisory solutions, with a focus on supporting independent advisors and RIAs through its turn-key asset-management platform.

Loren Piotrowski is a financial advisor at Associated Investment Services, Inc. with 26 years of industry experience. His work history includes roles at TD Ameritrade and U.S. Bancorp Investments prior to joining his current firm in 2021. He holds Series 63 and Series 65 credentials. Associated Investment Services, Inc. provides advisory and brokerage services to individual investors, small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services primarily via the Envestnet/NFS platform.

Thomas Vislisel is a CFP® professional with 27 years of experience in the financial services industry. He is currently with HighPoint Planning Partners and previously worked for Vantage Financial Partners Limited for 20 years. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $4.0 billion in client assets and employs fundamental analysis to create individualized investment policies across various asset classes and managed solutions.

John Hicks is a financial advisor with Ausdal Financial Partners, Inc. in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Robert B. Ausdal & Co., Inc. since 2008. In addition to his advisory role, he serves as a trustee executing trust assets. 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, providing both discretionary and non-discretionary investment strategies across a range of products and account types.

Edward Constance is a financial advisor at Northern Trust Securities, Inc. in Chicago, IL, holding Series 63 and Series 66 credentials with two years of industry experience. Prior to joining Northern Trust Securities, he worked at Morgan Stanley for one year. Northern Trust Securities, Inc. is a registered investment adviser and broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven discretionary portfolio management, including Separately Managed Accounts and Fund Strategist Portfolios, utilizing a mix of proprietary and third-party investment products.

Peter Aldworth is a financial advisor at HighPoint Planning Partners with 11 years of industry experience. He holds the Series 66 designation and has been with HighPoint Advisor Group since 2015. Prior to that, he worked at LPL Financial starting in 2013. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $4.0 billion in client assets and employs a fundamental analysis approach to construct individualized investment policies across various asset classes.

Martin Dolph is a financial advisor with Foundations Investment Advisors LLC in Woodridge, IL. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. Since 2016, he has also been involved with American Senior Benefits as a sales manager and independent insurance agent. Foundations Investment Advisors is a multi-advisor registered investment firm managing approximately $10.1 billion for over 29,600 clients. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services, serving individuals, trusts, estates, and registered investment companies through a network of nearly 300 investment adviser representatives.

Ryan Emerson is a financial advisor at Curi Capital, LLC with 13 years of industry experience. He previously worked at RMB Capital and Personal Capital Advisors Corporation, where he spent seven years. Outside of his advisory role, Emerson is a 10% partner and CFO of Creek Side Partners LLC, a company that sells non-FDA regulated medical devices. 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 follows a long-term, fundamental investment approach across equities and fixed income, utilizing proprietary strategies, third-party managers, and private funds.

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 financial advisor with VestGen Advisors, LLC, holding a Series 66 credential and 18 years of industry experience. He has worked at J.P. Morgan Securities, Fidelity Investments, and Massachusetts Mutual Life Insurance Co. His current role includes Private Client Services in Chicago. VestGen Advisors is an SEC-registered investment adviser managing approximately $6.66 billion for nearly 22,790 clients. The firm offers a range of investment management and retirement plan services, utilizing a combination of fundamental, technical, and quantitative analysis tailored to client goals and risk tolerance.

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.