Robert Hamer is a financial advisor at Stratos Wealth Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Asset Management Group LTD and Sunset Partners Capital Management, LLC. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and financial institutions. The firm offers investment management, financial planning, and insurance consulting through a network of independent advisory representatives utilizing both bespoke and model portfolios.

Srbo Radisavljevic is a CFP® with 29 years of industry experience, currently serving as an advisor at Aprio Wealth Management, LLC. His career includes roles at KRD Wealth Management LLC and Strategic Edge Wealth Management, as well as operating as an independent insurance agent through his sole proprietorship since 1999. Radisavljevic also holds Series 63 and Series 65 licenses. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm utilizes asset allocation alongside strategies such as dollar-cost averaging, technical analysis, and options-based portfolios, and it is notable for its affiliation with a third-party administrator/pension consulting business and its $1.57 billion in assets under advisement as a 3(21) adviser.

Andrew Adams is a wealth advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has worked at firms including Triad Advisors and Waddell & Reed Inc. He is based in Chicago, IL. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, institutions, and plan sponsors. The firm uses a combination of internal management, affiliated platforms, and independent managers to construct portfolios focused on long-term fundamental analysis and offers ERISA-compliant services for retirement plans.

Bradley Steinman is a CFP® with five years of industry experience, currently with Waverly Advisors, LLC. He previously worked at StrategIQ Financial Group, LLC and Personal Financial Planning, Inc. Outside of advisory roles, he is involved with StrategIQ Tax and Business Services, LLC, which provides tax return preparation. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and provides a range of services including investment management, financial planning, and multi-family office support.

Chan Lim is a financial advisor at Savvy with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Centric Wealth Management, Cetera, and TD Ameritrade. Lim is also involved with YOSAE LLC. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term investment approach complemented by active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers and fintech tools.

James Noe is a financial advisor with Capital Analysts in Lombard, IL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2005. Capital Analysts serves a diverse client base that includes individuals, high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, corporate clients, trust companies, and third-party advisers. The firm provides discretionary and non-discretionary portfolio management using internal model portfolios alongside customized solutions and third-party managers, supported by an in-house Investment Management & Research team.

Bailey Yablonsky is a financial advisor at The Mather Group, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Boston Scientific, Optum, Collins Aerospace, and several other organizations. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and integrates AI and machine-learning tools alongside human oversight.

Kevin Antosz is a financial advisor with Zacks Investment Management, Inc. in Chicago, IL, holding a Series 66 designation and eight years of industry experience. His work history includes roles at LBMZ Securities Inc, Edward Jones, Pittsburgh Field Club, and Miami University. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, and institutional clients, offering a range of strategies that combine proprietary quantitative models with qualitative management. The firm also manages mutual funds and ETFs and distributes its strategies through various wrap-fee and unified managed account programs.

David Anderson is a Series 65 licensed advisor at Financial & Tax Architects, LLC with one year of industry experience. His prior roles include positions at Butler Brothers, Wolverine Trading, UMB Bank, and State Street. Outside of his advisory work, he provides security services for the Chicago Cubs. Financial & Tax Architects offers discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary investment strategies utilizing ETFs, individual securities, and trend-aware rebalancing, with most client relationships managed on a discretionary basis.

Benjamin Sevcik is a CFP® and PFS™ with 11 years of industry experience, currently serving as an advisor at Forum Financial Management, LP since 2014. He is also a partner at Forum Tax and Accounting Services LLC, where he provides accounting and tax preparation services. Forum Financial Management, LP offers fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients, while also acting as a sub-advisor and turnkey asset management platform for other independent RIAs. The firm employs a Modern Portfolio Theory approach, primarily using DFA institutional mutual funds and ETFs, and manages approximately $9 billion in assets.

Eric Maddix is a financial advisor at Chicago Capital, LLC with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Chicago Capital since 2018, following a 19-year tenure at William Blair & Company, L.L.C. Chicago Capital provides discretionary investment management, financial planning, and related consulting services to individuals, high-net-worth clients, families, foundations, registered investment advisers, and corporations. The firm is an active manager combining fundamental and technical research to build individualized portfolios across a broad range of asset classes, while overseeing over $4.8 billion in client assets with a relatively small team of 11 advisors.

Adam Bernthal is a CFP® and holds a Series 65 license, with 12 years of experience in financial advising at Plante Moran Financial Advisors in Chicago, IL. He has been with Plante Moran Financial Advisors since 2014. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base that includes high-net-worth individuals, institutions, trusts, estates, and charitable organizations. The firm employs a variety of analytical methods and a proprietary equity valuation model to develop strategic asset allocations and manages both discretionary and non-discretionary portfolios.

Michelle Weindruch is a CFP® professional with 15 years of experience in the financial advisory industry. She has been with Forum Financial Management, LP since 2012 and previously worked at Pinnacle Wealth Management, LLC and PURSHE KAPLAN STERLING INVESTMENTS, Inc. She holds Series 63 and Series 65 licenses. Forum Financial Management, LP provides investment advisory and related services to 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 portfolio management and advisory services, including sub-advisory and back-office support for independent advisors and RIAs.

Dennis Lipoff is a Series 66 credentialed advisor with 25 years of industry experience. He has been with Ausdal Financial Partners, Inc. since 2012. In addition to his advisory role, he owns an independent insurance sales business focusing on health, life, long-term care, and disability insurance. Ausdal Financial Partners serves a diverse client base including individuals, trusts, estates, retirement plans, and business entities. The firm manages approximately $3.73 billion through a network of investment advisor representatives, offering a range of investment and financial planning services tailored to clients’ specific needs.

Jeffrey Jones is a financial advisor at McAdam LLC in Chicago, holding a Series 65 designation with four years of industry experience. Before joining McAdam in 2022, he worked at Trimedx from 2017 to 2022 and at IUPUI from 2015 to 2017. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to manage portfolios using mutual funds, ETFs, independent managers, and individual securities, offering a range of traditional and alternative investment strategies tailored to client objectives.

Eric Billimoria is a CFP® professional with 14 years of industry experience, currently serving at Sowell Management. He previously worked at Concert Wealth Management, Inc. from 2012 to 2016. In addition to advising, he engages in tax return preparation seasonally from January through mid-April. Sowell Management is a multi-team registered investment adviser that serves individuals, retirement plans, corporations, and other RIAs through discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs various investment styles and offers model portfolios, third-party manager selection, and unified managed account solutions.

Daniel Toledo is a CFP®, CFA®, and Series 66-registered advisor with 12 years of industry experience. He has worked at Chicago Partners Investment Group LLC since 2013 and was previously with Retirewise CFP from 2022 to 2023. Chicago Partners Investment Group LLC serves a diverse client base including individuals, trusts, endowments, corporations, and not-for-profit plans. The firm employs a long-term, diversified investment strategy using fundamental analysis and offers customized portfolio management, financial planning, retirement plan services, and family-office reporting.

David Gross is a financial advisor with Jefferies Investment Advisers LLC in Chicago, IL, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has been with Jefferies & Company, Inc. since 2011. Jefferies Investment Advisers LLC provides fee-based financial planning services to a diverse client base, including individuals, trusts, estates, and charitable organizations, using a customized, collaborative process supported by third-party planning software and probability-based outcome analysis.

John White is a CFP® and CFA® with 17 years of industry experience. He has worked at Nuveen Investments, LLC for 24 years prior to joining JMG Financial Group Ltd, where he has been since 2020. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, offering comprehensive wealth management and portfolio management services supported by in-house tax consulting. The firm employs a planning-based, long-term investment approach focused on strategic asset allocation and uses a variety of investment vehicles including ETFs, mutual funds, individual equities, and alternative investments.

Abraham Fleck is a Series 65-licensed advisor at McAdam LLC with four years of industry experience. He has been with McAdam since 2021 and has prior work experience at Meanwhile Space CIC, Vicente Foods, Indiana University, and Windward School. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm manages client accounts on a discretionary basis and employs a range of investment strategies, including fundamental analysis and specialized exposures such as direct indexing and private investment funds.