Susan Garbarino is a Certified Financial Planner® with 23 years of industry experience, currently serving as an advisor at IHT Wealth Management LLC in Chicago. Her prior roles include positions at LPL Financial, Independent Financial Partners, and multiple entities related to Mueller Financial Services. IHT Wealth Management serves individual, corporate, and institutional clients with discretionary asset management, financial planning, and ERISA plan consulting services. The firm’s investment process utilizes proprietary model portfolios, third-party managers, and discretionary OCIO mandates, combining fundamental value screening with quantitative optimization and periodic rebalancing.

Kirk Hackbarth is a financial advisor with JMG Financial Group Ltd in Downers Grove, IL, holding CFP®, PFS™, and Series 63 designations and bringing 17 years of industry experience. His career includes roles at Strategic Wealth Partners, Guidant Wealth Advisors, Liberty Financial Group, Richardson Capital Management, KABAREC Financial Advisors, and K. P. Financial. JMG Financial Group serves individuals, trusts, retirement plans, business entities, and charitable organizations by providing comprehensive wealth management, portfolio management, and financial consulting. The firm follows a planning-based, long-term investment approach focused on strategic asset allocation and employs a variety of investment vehicles along with tax-aware techniques and tactical portfolio management.

Brian Bunker is a CFA® charterholder with 10 years of industry experience. He is currently an advisor at Composition Wealth, LLC and previously worked at Aviva Investors and Neuberger Berman BD LLC. Composition Wealth offers investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, and businesses. The firm employs a long-term investment approach centered on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investment funds, with a multi-advisor structure managing approximately $9.47 billion in discretionary assets.

Nicholas Grossi is a financial advisor with Aaron Wealth Advisors in Chicago, holding a Series 65 credential and beginning his industry career in 2026. Prior to joining Aaron Wealth Advisors, he worked at CNA Surety and Scotiabank. Aaron Wealth Advisors serves high-net-worth and institutional clients, offering discretionary and non-discretionary portfolio management as well as standalone financial consulting. The firm utilizes an outsourced platform for third-party manager access and provides option overlay strategies, catering to sophisticated individuals, business owners, and family offices.

Harold Martin III is a financial advisor at Zacks Investment Management, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Tribune Publishing and CoachHub, as well as experience with a startup focused on nut butters. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, and institutional clients, offering a range of strategies including all-cap core, dividend, and long/short approaches. The firm combines proprietary quantitative models with qualitative portfolio management and manages affiliated mutual funds and ETFs across multiple distribution platforms.

Sharif Sharif is a financial advisor with FourStar Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at LPL Financial and Woodbury Financial Services. Sharif also operates a side business called The Other Side of Medicine. FourStar Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities with financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a combination of fundamental and technical analysis to manage diversified portfolios tailored to clients’ risk tolerance and time horizon.

David Settelmyer is a Certified Financial Planner® with 32 years of experience in the financial services industry. He has been with Latitude Advisors, LLC since 2009 and also operates Settelmyer Financial, where he works as a licensed title-insurance agent focusing on life, health, long-term care, and annuity insurance sales. Latitude Advisors serves individuals, high-net-worth clients, and a variety of institutional and corporate clients, offering financial planning, discretionary portfolio management, and pension consulting. The firm utilizes a combination of valuation-driven and momentum-based model strategies and provides continuous monitoring and rebalancing of client portfolios.

Robert Runnfeldt Jr. is a financial advisor with B. Riley Wealth Advisors, Inc. He holds Series 63 and Series 66 licenses and has 36 years of industry experience. His prior roles include positions at Noyes Advisors LLC and David A. Noyes and Company. He serves as a trustee for the Eleanor B Runnfeldt Trust. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm provides a range of advisory programs, financial planning, and retirement solutions to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and both firm-sponsored and third-party sub-advisers.

Andrew Janusz is a CFA® charterholder with 11 years of experience in financial services. He is currently an advisor at OnePoint BFG Wealth Partners and has held previous roles at firms including JP Morgan, Merrill Lynch, Bank of America, and Northwestern Mutual. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm employs a range of portfolio management approaches using third-party managers, proprietary models, and technology integrations to support its investment and operational processes.

Kathleen Gfrorer is a CFP® with 44 years of industry experience, currently serving as a financial advisor at VestGen Advisors, LLC. Her career includes roles at LPL Financial LLC, Securities America, Inc., and Landmark Capital, Inc. She also serves as secretary for the Somonauk Gardens Owners Association. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for about 9,453 clients. The firm serves individual and high-net-worth clients with discretionary and non-discretionary investment management, financial planning, wrap-fee programs, and retirement plan services, utilizing a blend of analytical methods and third-party managers to implement portfolios.

Jeffrey Fisher is a financial advisor at Mission Wealth Management, LP with a Series 65 credential and one year of industry experience. His prior work includes roles at Goldman Sachs and Mako Metals, along with academic experience at Indiana University. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients with customized wealth management, financial planning, and portfolio management services. The firm employs a long-term investment approach using diversified asset classes and offers risk management and fiduciary services.

Michael Balch is a financial advisor at IP Financial Advisory Services LLC with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including IPI Wealth Management, Investment Planners, and Cedar Capital. Outside of his advisory work, he is the sole partner of MB THIRTEEN, LLC, which involves consulting, keynote speaking, and book sales. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm focuses on non-high-net-worth individuals and combines traditional investment advisory services with actuarial analysis, benefits consulting, and risk management.

Jeffrey Martin is a financial advisor with Highpoint Planning Partners in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Highpoint Planning Partners and LPL Financial since 2013. Highpoint Planning Partners serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and uses a multi-asset investment approach combined with third-party and LPL-sponsored platforms.

Ramsen Odicho is a financial advisor with Northern Trust Securities, Inc. He holds Series 63 and Series 66 credentials and has three years of industry experience. His prior work includes roles at Edward Jones and J. P. Morgan Securities LLC. 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 a wrap fee program that combines proprietary and third-party investment products.

Christopher Breitenbach is a financial advisor with Highpoint Planning Partners, holding a Series 66 registration and 18 years of industry experience. He has been with Highpoint Planning Partners and LPL Financial since 2014. Outside of his advisory work, he is an assistant coach with the Wheaton United Soccer Club. HighPoint Advisor Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and sponsors a wrap-fee program, utilizing a range of investment vehicles and third-party platforms to implement client portfolios.

Matthew Halkyard is a financial advisor at Curi Capital, LLC in Chicago, IL, holding a Series 63 designation with 13 years of industry experience. His prior roles include positions at RMB Capital Management LLC and Ironbridge Capital. Halkyard also serves as a portfolio manager and product specialist at Curi Capital. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets. The firm serves individuals, employer retirement plans, institutions, and family offices, employing a long-term, fundamental investment approach across equities and fixed income through a combination of proprietary strategies, third-party managers, and private funds.

Bradley Doy is a financial advisor at VestGen Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial and ValMark Advisers, Inc. Outside of his advisory role, he is involved in property management for an office building in Downers Grove, Illinois. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for about 9,453 clients. The firm serves individual and high-net-worth clients, offering discretionary and non-discretionary investment management, financial planning, wrap-fee programs, and retirement plan services. Their process integrates client-specific goal setting with various analytical methods and may utilize third-party managers and affiliate strategies to implement portfolios.

Logan Andersen is a CFP® professional at JMG Financial Group Ltd with three years of industry experience. Prior to joining JMG Financial Group, he held positions at Marquette Companies and Miner Enterprises, Inc., and completed his education at the University of Illinois. JMG Financial Group serves individuals, trusts, retirement plans, business entities, and charitable organizations with comprehensive wealth and portfolio management, including in-house tax consulting and private investment fund advisory. The firm employs a planning-based, long-term investment approach centered on strategic asset allocation and utilizes a variety of investment vehicles, along with operational features such as held-away account management and account aggregation tools.

Jonathon Merickel is a CFP® with 22 years of industry experience, currently serving as an advisor at Savvy. His prior roles include positions at Savant Wealth Management, Pruco Securities, Prudential Insurance Company of America, and Fidelity Brokerage Services. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm combines primarily index-based, long-term strategies with active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers and technology platforms to support customized client plans.

Sean Ford is a CFP®, CFA®, and holds a Series 66 license with nine years of industry experience. He is currently with LaSalle St. Investment Advisors, L.L.C., where he has worked since 2020, following prior roles at Benjamin F Edwards & Co and First Trust Portfolios. He is also involved with Acre Trader 160, LLC/Ashton Farm Investor outside of his advisory work. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to a diverse client base including individuals, trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary programs, emphasizing a significant asset mix managed on a non-discretionary basis, which is uncommon among large enterprise advisers.