Mark Strefner is a financial advisor with World Equity Group, Inc. in Schaumburg, Illinois, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with World Equity Group since 2008 and has been associated with American General Securities and AIG American General Life Insurance Company since 2002. Outside of his advisory role, Strefner is involved in several business activities including consulting on life insurance design and statistical modeling, serving as a benefits consultant for a nonprofit association, and providing student loan assistance referrals. World Equity Group serves individual and high-net-worth clients, business entities, nonprofits, and financial institutions, offering portfolio management, financial planning, and retirement plan advisory services. The firm employs a combination of model-based and customized investment approaches, including proprietary models and third-party manager allocations.

Paul Berghoff Jr. is a financial advisor with Centennial Securities Company, Inc. He holds Series 63 and Series 66 designations and has 30 years of industry experience. His career includes over 10 years with Centennial Securities and ongoing involvement with Berghoff & Company, Inc., where he also serves as president. Outside of financial advising, he operates Season Seats LLC, which provides client entertainment and travel experiences. Centennial Securities Company, Inc. offers discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, and various institutional entities. The firm’s investment approach combines fundamental and technical analysis with tailored portfolios using proprietary and third-party models, serving a diverse client base including corporate pension plans and foundations.

Orlando Ochoa is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and 23 years of industry experience. He has been affiliated with IHT Wealth Management, LPL Financial, and Lpl Insurance Associates 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 to manage diversified model portfolios and offers a range of investment strategies including discretionary asset management and financial planning through a network of 153 advisors.

Ted Berman is a financial advisor with Ausdal Financial Partners, Inc. in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Ausdal since 2009. Outside of his advisory role, Berman is involved in advanced tax planning and business consulting through an LLC he owns, and he also manages healthcare software licenses related to chronic care management systems. 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 about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, implementing strategies across a range of asset types with both discretionary and non-discretionary management.

Grace Salvino is a financial advisor at Performance Wealth with one year of industry experience. She holds a Series 65 designation and has prior experience at William Blair & Co., L.L.C., as well as academic roles at The University of Chicago Booth School of Business and The University of Michigan. Performance Wealth serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, managing over $4 billion in client assets. The firm employs a primarily long-term, portfolio-focused investment approach using diversified allocations with low-cost mutual funds and ETFs, supplemented by individual securities and alternative investments when appropriate.

Belinda Lusk is a financial advisor at Compass Financial Management LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Halo Securities LLC, Sentinus, LLC, and Ausdal Financial Partners, Inc. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm offers discretionary portfolio management and retirement plan consulting, utilizing a multi-disciplinary investment process across various asset classes.

James Ogara is a financial advisor at Chicago Partners Investment Group LLC with 11 years of industry experience. He has been with Chicago Partners Wealth Advisors since 2014. Ogara holds Series 63 and Series 65 designations. Chicago Partners Investment Group LLC serves a diverse client base, including individuals, trusts, not-for-profits, endowments, and corporations. The firm employs a long-term, diversified investment approach and offers customized portfolio management, financial planning, retirement services, and an automated advisory program.

Tyler Boland is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior roles include positions at Northwestern Mutual and Comey and Shepherd. In addition to advisory work, he is licensed as an insurance agent offering life, health, annuities, and other insurance products. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm operates through a network of Investment Advisor Representatives who recommend model portfolios and third-party managers on an approved platform, offering ongoing financial planning and managed account services.

Peter Murray is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Forvis Mazars Wealth Advisors, LLC and has prior experience at Northwestern Mutual and National Gift Card, among others. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12 billion in assets, providing financial planning, investment management, and retirement plan consulting, with an investment approach based on committee-approved portfolios and discretionary mandates.

Christopher Tate is a CFA® charterholder at Curi Capital, LLC with one year of industry experience. He previously worked at Morningstar, Deloitte, and CBS Financial. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, employer retirement plans, institutions, mutual funds, private funds, and family offices. The firm employs a long-term, fundamental investment approach focused on equities and fixed income and offers a variety of services including wealth management, retirement plan solutions, and specialized products for medical professionals.

Maisa Ahmad is a financial advisor at Northern Trust Securities, Inc. with 16 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Northern Trust Securities, Inc. provides investment advisory and model-based managed account services to high-net-worth individuals and institutional clients. The firm utilizes model-driven strategies combining proprietary and third-party products, supported by governance reviews and technology platforms for portfolio implementation and monitoring.

Kyle Rohrwasser is a financial advisor with HighPoint Planning Partners, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Vantage Financial Partners Limited, Ameriprise Financial Services, Inc., and Northwestern Mutual. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.0 billion in client assets and employs individualized investment policies with a range of securities and program solutions, supported by ongoing portfolio monitoring and formal annual reviews.

Bruce Skryd is a financial advisor with Forum Financial Management, LP, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Forum Financial Management since 2013 and also operates Bruce J. Skryd, Inc., an accounting and tax services firm where he serves as owner, president, and Certified Public Accountant. Forum Financial Management 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 portfolios primarily using DFA institutional mutual funds and ETFs within a Modern Portfolio Theory framework.

Salvatore Esposito is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding a Series 66 designation with 14 years of industry experience. His prior experience includes a 12-year tenure at UBS Financial Services. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm integrates quantitative and qualitative analysis through proprietary models, offering a broad range of strategies and serving both direct clients and third-party advisers via its wholesaling and model licensing businesses.

Elias Friedman is a CFP® professional with 33 years of industry experience, currently affiliated with Mariner Independent. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he owns and operates a business selling inflatable products and towels. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s platform offers access to model portfolios, third-party managers, and retirement plan solutions, supported by affiliations with institutional and retirement plan resources.

Rudolph Litavsky is a CFP® with five years of industry experience, currently serving as a financial advisor at LaSalle St. Investment Advisors, L.L.C. He has worked at Innovator Capital Management, LLC and Foreside Fund Services, LLC since 2020 and previously operated Innovative Decorating from 2014 to 2020. Outside of his advisory role, he is involved in fixed insurance activities. LaSalle St. Investment Advisors serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, offering fee-based financial planning and a variety of portfolio management services. The firm employs both passive and active investment strategies across multiple asset classes and is notable for its predominance of non-discretionary asset management and its use of fee-sharing and co-advisor arrangements.

Dennis Tierney is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Elmhurst, IL. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. He has worked with Lasalle St. Securities, L.L.C. since 2005. 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 using both active and passive approaches and manages assets through non-discretionary and discretionary arrangements.

Jordan Lewis is a financial advisor at VestGen Advisors, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Daley Financial Partners, Commonwealth Financial Network, and LPL Financial. Outside of his advisory role, he teaches yoga twice a week as a fitness instructor. 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 investment management, financial planning, wrap-fee programs, and retirement plan services through a process that integrates various analytical methods and third-party managers.

Will Hendricks is a Certified Financial Planner® with 12 years of industry experience. He is currently with Citizens Private Wealth and Citizens Securities, Inc. and Citizens Bank in River Forest, Illinois. His prior experience includes roles at Blue Ocean Companies, Lion Street Financial and Advisors, J.P. Morgan Securities, and First Republic Securities Company. Citizens Private Wealth, LLC is a multi-team registered investment adviser that serves high-net-worth individuals, families, pension and profit-sharing plans, business entities, trusts, estates, charitable organizations, and endowments. The firm offers discretionary and non-discretionary investment management, ERISA plan advisory, tax and estate structuring, and business consulting services, using an open-architecture investment approach tailored to client goals. Its affiliation with Citizens Bank provides access to banking products and securities-based lending, alongside an investment platform managed by a Chief Investment Officer combining quantitative and qualitative research.

Keith Hamann is a financial advisor with IHT Wealth Management LLC in Deer Park, IL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at PLEXUS Financial Solutions since 2014 and joined both IHT Wealth Management and LPL Financial in 2025. IHT Wealth Management serves individuals, including high-net-worth clients, 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 consulting through a network of approximately 153 advisors.