Kurt Yndestad is a financial advisor with IHT Wealth Management LLC in Chicago, IL, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His prior roles include positions at J.P. Morgan Chase Bank NA and J.P. Morgan Securities Inc. Yndestad has been with IHT Wealth Management and LPL Financial since 2019. IHT Wealth Management serves individual, corporate, and institutional clients, offering discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm employs a combination of fundamental value screening, quantitative optimization, and portfolio rebalancing, incorporating proprietary model portfolios and third-party managers tailored to clients’ objectives and risk tolerances.

John Martin is a financial advisor with Forum Financial Management, LP in Lombard, IL. He holds a Series 65 designation and has experience working at Forum Financial Management and BMO, as well as in roles at the Plainfield Park District and the University of Illinois. Forum Financial Management, LP provides investment advisory and related services to a diverse client base including individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm uses model asset-allocation portfolios based on Modern Portfolio Theory and offers a range of services including discretionary portfolio management, financial planning, and back-office support to independent advisors and RIAs.

Christopher Burke is a financial advisor at Apollon Wealth Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank NA. He also serves as Managing Partner at Podesta Capital Advisors, an Illinois registered investment advisory firm. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, businesses, charitable organizations, and pooled investment vehicles. The firm combines centrally managed strategies with locally managed portfolios and offers a broad range of investment options, including ESG models and Direct Indexing with tax management overlays.

Stephen Meskan is a financial advisor with CL Wealth Management LLC in Chicago, IL, holding Series 63 and Series 66 licenses and 35 years of industry experience. He has worked at firms including Meskan Capital, Cabot Lodge Securities LLC, Purshe Kaplan Sterling Investments, Inc., FourStar Wealth Advisors, LLC, and Feltl & Company. He is president of Meskan Capital, where he focuses on evaluating and educating clients about 1031 exchanges. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio advisory services, financial planning, third-party manager referrals, and client education, using tailored investment strategies based on fundamental and technical analysis.

Wayne Hoffman is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LBMZ Securities Inc, Zacks Investment Management, and Arrow Investment Advisors, LLC. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm combines quantitative and qualitative analysis using proprietary Zacks models and offers a range of strategies and investment vehicles across retail, institutional, and third-party distribution channels.

Philip Telpner is a financial advisor at Lifeworks Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase & Co. and Morgan Stanley. Philip is also dually registered with Breakout Private Wealth LLC. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses, offering discretionary wealth management, financial planning, and retirement plan advisory services. The firm combines a planning-based tranche approach with risk-based models and employs factor-based and smart-beta equity strategies, ETFs, and third-party managers, while integrating tax and accounting capabilities within its corporate group.

Bradley Miller is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked with LaSalle St. Securities, L.L.C. since 2006. In addition to his advisory role, he is president of Keystone Wealth Management, Inc., a business created for tax and accounting benefits related to self-employment. 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. The firm offers both non-discretionary and discretionary investment programs and is notable for managing a predominance of non-discretionary assets.

Regina Wood is a CFP® with 17 years of industry experience, currently serving at Brownson, Rehmus & Foxworth, Inc. since 2001. She holds a Series 65 license and is based in Chicago, IL. Brownson, Rehmus & Foxworth, Inc. provides fee-only financial counseling and non-discretionary investment advisory services to individuals, families, trusts, estates, private foundations, and corporate executives. The firm emphasizes customized long-term asset allocation with broad diversification, maintaining a principal-led, high-touch engagement model for approximately 250 client families.

Ivy Daily is a financial advisor with Northern Trust Securities, Inc., holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked at Northern Trust Securities, Northern Trust Bank, and Denton Capital Partners LLC since 2013. Northern Trust Securities, Inc. provides investment advisory and model-based managed account services to high-net-worth individuals and institutional clients such as trusts, endowments, and pension plans. The firm offers model-driven portfolios that combine proprietary Northern Trust funds with third-party managers and utilizes platform technology for implementation and rebalancing.

Jason Briscoe is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds a Series 66 designation and has 25 years of industry experience. He has been with LaSalle St. Investment Advisors and its affiliated broker-dealer since 2012. Outside of advisory work, he owns and operates a tax preparation business and an insurance agency. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, employs asset-allocation models, and manages a substantial portfolio with a predominance of non-discretionary assets.

Christopher Fischer is a CFP® with 17 years of industry experience, currently serving as a financial advisor at The Mather Group, LLC. He has worked at The Mather Group since 2017, including prior experience at Edelman Financial Services, LLC. Fischer serves on the board of The Maggie Fischer Memorial Great South Bay Cross Bay Swim, a charitable organization involved in planning and executing the annual swim event. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering integrated financial planning, investment management, tax and estate planning, and family office services. The firm follows an evidence-based investment approach with risk-based allocation models and offers portfolio customization alongside the use of AI and machine-learning tools under human oversight.

Frederick Paulman is a CFP®-certified financial advisor with 23 years of industry experience, currently with Curi Capital, LLC. He has been with RMB Capital Management, LLC since 2005. Outside of his advisory work, he is involved with Peerless of America, Inc., where he contributes to accounting and manufacturing activities part-time. Curi Capital serves a diverse client base including individuals, families, institutions, and retirement plan sponsors, offering services such as Wealth Management, Asset Management, and Family Office Services. The firm employs a fundamental, long-term investment approach and combines in-house strategies with external managers to manage approximately $9.83 billion in assets.

Renee Duba is a Certified Financial Planner® with 37 years of experience in the financial services industry. She has been with Mutual Advisors, LLC since 2017 and previously worked at Stevens Wealth Management LLC, Bank of America, and Merrill. She serves as Treasurer and Director on the board of The Admiral at the Lake Foundation, a nonprofit retirement community. Mutual Advisors provides investment management, financial planning, ERISA plan advisory, and third-party money manager selection to a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm combines institutional capabilities with operational flexibility, managing approximately $8.5 billion in assets and offering a range of active and passive investment strategies.

Brian Kearns is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC since 2019. His prior roles include positions at Twombly Asset Management LLC, Emberhouse, LLC, and Morgan Stanley. Outside of his advisory work, he is involved with the Illinois CPA Society as Co-Chair of the Personal Financial Planning Forum and serves as Treasurer for the Sons of the American Legion Post 42. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutions, trusts, and retirement plans by providing asset management, financial consulting, ERISA plan advisory, and other services, utilizing a combination of passive and active investment strategies tailored to client objectives.

Jacqueline Bulava is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 66 credential and eight years of industry experience. Her career includes roles at Osaic Advisory Services, Arbor Point Advisors, and Carson Group Partners. Outside of advisory work, she is an independent life insurance agent and serves as Director of Operations for The Bulava Group, a real estate sales business. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary investment management options and manages a substantial portion of assets on a non-discretionary basis.

Braden Monahan is a financial advisor at Simplicity Wealth with two years of industry experience. He holds a Series 65 designation and has worked at firms including Ehlert Financial Group and Protected Tomorrows. In addition to his advisory role, he is a registered insurance agent who presents and explains life insurance policies. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional entities and other financial firms, providing a variety of advisory services including financial planning, portfolio management, and retirement plan services. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and offers model portfolios with ongoing monitoring and customization, alongside technology and operational support for other advisers.

Brent Penrose is a financial advisor with Northern Trust Securities, Inc. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. Prior to joining Northern Trust in 2025, he worked at JPMorgan Securities LLC, UBS Financial Services, and Wells Fargo Advisors among other firms. He serves on the board of Little Heroes League, a nonprofit focused on funding support for children born with major organ defects. Northern Trust Securities, Inc. provides investment advisory and model-based managed account services to high-net-worth individuals and institutional clients. The firm offers discretionary wrap fee programs that combine proprietary and third-party strategies, supported by platform technology and governance reviews.

Katherine Ruetz 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 previously at JPMorgan Securities LLC and JPMorgan Chase Bank NA. Northern Trust Securities, Inc. serves high-net-worth individuals, retail investors, and institutional clients, offering discretionary portfolio management through model-driven strategies that include Separately Managed Accounts, Fund Strategist Portfolios, and Strategist Unified Managed Accounts via the Fidelity Managed Account Xchange platform.

Edmond Ducett is a financial advisor at Arete Wealth Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and has been with Arete Wealth Management LLC since 2010. Outside of his advisory role, he serves as President of Ducett Consulting and is a managing partner and part owner of Equity Markets Group, a capital-raising distribution firm. He is also involved as a placement agent and wholesaler for Cunat Multi-Family Investment Fund 1 and supports administrative and marketing efforts at Vieste Group. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management, investment consulting, and retirement plan services, employing both advisor-driven and proprietary model allocations while integrating affiliated financial businesses and third-party managers.

Andrew Bratina is a Series 65-licensed advisor with Chicago Partners Investment Group LLC, where he has worked since 2023. He has two years of industry experience and previously held positions at several educational institutions and Amazon Air. Chicago Partners Investment Group LLC serves a diverse client base, including individuals, trusts, nonprofits, and corporations, offering portfolio management, financial planning, retirement services, and an automated advisory program. The firm employs a long-term, diversified investment strategy, utilizing fundamental analysis and customized portfolios with various asset classes and strategies.