Michael Lynch is a Series 65 licensed advisor at McAdam LLC with five years of industry experience. He has been with McAdam since 2020 and previously worked at the University of Iowa and Lynch Roofing. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities with financial planning, investment management, and retirement plan consulting. The firm manages discretionary client portfolios using a range of investment vehicles and incorporates specialized exposures such as direct indexing and private investment funds.

Steven Nivens is a CFP® professional with 37 years of experience in the financial services industry. He has been with Ausdal Financial Partners, Inc. since 2011. In addition to his advisory role, he is involved in outside insurance sales, including fixed life, health, and disability insurance, and provides referrals for Medicare and travel insurance products. 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, utilizing both discretionary and non-discretionary strategies across a range of investment products.

Robert Cheney is a financial advisor at Diversify Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at DFPG Investments, Inc. since 2019 and First Allied Advisory Services, Inc. from 2006 to 2019. Cheney serves on the Board of Governors for the Lowe Institute of Political Economy, a nonprofit research organization. Diversify Advisory Services provides investment advisory and financial planning to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach using a variety of investment platforms and strategies while maintaining documented client objectives and the ability to engage sub-advisors.

Frank Diebold Jr. is a financial advisor with Avantax Planning Partners, Inc. He holds a Series 65 designation and has 27 years of industry experience. Prior to joining Avantax, he worked for Honkamp Krueger Financial Services for 21 years and has been associated with Diebold & Associates since 1978. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm operates primarily through a network of CPA firms and advisor representatives, managing approximately $7.57 billion in assets as of December 31, 2025.

Matthew Schilling is a financial advisor at Northern Trust Securities, Inc. with nine years of industry experience. He has previously worked at Morgan Stanley, Bank of America, Merrill, and TD Ameritrade. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that offers discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients, providing Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs via the Fidelity Managed Account Xchange platform.

Laura Cuber is a CFP® professional with eight years of industry experience. She currently works at Bartlett & Co. Wealth Management LLC and previously held positions at Mercer Global Advisors and Kanaly Trust Services. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and a variety of institutional clients, providing discretionary wealth management and comprehensive financial planning. The firm emphasizes diversified asset allocation and relative-value analysis for fixed income, utilizing mutual funds, ETFs, and third-party platforms while offering access to affiliate and intermediary services through its integration with the Focus Financial Partners network.

Katherine Ozog is a CFP® with 18 years of industry experience, currently serving at Curi Capital, LLC. She has been with RMB Capital Management, LLC since 2010. Curi Capital serves individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental investment approach and manages approximately $9.83 billion across various account types, combining in-house strategies with external managers and proprietary risk analysis tools.

Donald Bechter is a CFA® charterholder with 14 years of industry experience, currently serving at Curi Capital, LLC. He has worked at RMB Capital Management since 2011. Outside of his advisory role, he is an investor in several private equity and real estate loan funds. Curi Capital serves individuals, families, institutions, and other clients through wealth management, asset management, retirement plan solutions, and family office services. The firm manages approximately $9.83 billion and employs a long-term, fundamental investment approach across equity and fixed income strategies, combining in-house and external management resources.

Evan Kasal is a financial advisor at FourStar Wealth Advisors, LLC in Chicago, IL, holding a Series 65 designation. He joined FourStar in 2024 and has prior experience at The Power Company, NielsenIQ, Billtrust, Keeper, and CDW. FourStar Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a combination of fundamental and technical analysis, managing diversified portfolios tailored to clients’ risk tolerance and time horizon.

Jason Johnson is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Elmhurst, IL, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Wells Fargo and Northwestern Mutual, among others. Outside of his advisory duties, he serves as Deputy Commissioner for USA Softball of Nevada and is an assistant high school softball coach and part-time substitute teacher. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses, offering both non-discretionary and discretionary management programs with a focus on diversified asset allocation.

Mark Harmon is a financial advisor at FourStar Wealth Advisors, LLC with 29 years of industry experience. He has been with FourStar since 2016 and previously worked at Kingsview Asset Management, LLC from 2014 to 2016. He holds the Series 65 designation. In addition to his advisory role, Harmon is an independent insurance agent specializing in life insurance sales used for overall financial planning. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs both fundamental and technical analysis and manages portfolios using various asset types tailored to clients’ risk tolerance and time horizon.

Thomas Clark is a financial advisor at Merit Financial Advisors with two years of industry experience. He holds a Series 66 designation and has worked at firms including Commonwealth Financial Network, Blueprint Wealth Advisors, Charles Schwab Investment Management, and Jackson National Asset Management. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving around 20,040 clients across 66 offices and managing approximately $23.9 billion in client assets. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach using centrally managed sleeves and standard model allocations overseen by an internal Investment Management team.

Rebecca Szewczyk is a financial advisor at Alera Investment Advisors, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including OSAIC, Triad Advisors, Empower Retirement, and GWFS Equities. Szewczyk is involved in client service management for retirement plan services across multiple affiliated entities. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, institutions, and retirement plans. The firm offers discretionary portfolio management and ERISA-focused plan services, utilizing a combination of internal management, affiliate platforms, and independent managers with a primarily long-term investment approach.

Thomas Campbell is a financial advisor with Forum Financial Management, LP, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at Forum Financial Management since 2014 and concurrently serves as Vice President of John E. Campbell & Assoc., Ltd., a CPA firm providing accounting and tax services. Forum Financial Management, LP offers fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients, while also serving as a sub-advisor and turnkey asset management platform for other independent RIAs. The firm employs model asset-allocation portfolios managed primarily with DFA institutional mutual funds and ETFs, focusing on a Modern Portfolio Theory approach.

Edilberto Ortiz is a financial advisor at IHT Wealth Management LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at IHT Wealth Management since 2016, LPL Financial since 2009, and was a partner at E.C. Ortiz & Co. LLP, an accounting and auditing firm, for 47 years. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm utilizes a blend of fundamental stock selection and quantitative tools across diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of over 150 advisers.

David Perry is a financial advisor at Forum Financial Management, LP with 24 years of industry experience. He holds a Series 66 designation and has previously worked at PURSHE KAPLAN STERLING INVESTMENTS, Inc., PR Wealth Management Group, Inc., and Cambridge Investment Research, Inc. Outside of his advisory duties, he serves as treasurer and director of the Sunrise Professional Condominiums association in East Moline, IL. Forum Financial Management, LP provides investment advisory services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm offers portfolio management and financial planning through a model-driven approach based on Modern Portfolio Theory, incorporating institutional funds, individual bonds, and outside managers, while also supporting independent advisors with back-office and sub-advisory services.

Byron Mandell is a financial advisor at Chicago Partners Investment Group LLC with six years of industry experience. He holds the CFP® and Series 65 designations and has been with Chicago Partners since 2018. In addition to his advisory work, Mandell is affiliated with Loyola University Chicago. Chicago Partners Investment Group LLC provides advisory services to high-net-worth individuals, trusts, not-for-profit plans, endowments, corporations, and family offices. The firm employs a long-term, diversified, asset-allocation investment approach, utilizing mutual funds, ETFs, direct indexing, fixed income, options, structured notes, and select alternative strategies.

Terry Mccaffrey is a financial advisor at VestGen Advisors, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Optimum Investment Advisors since 2009. He is also a co-founder and member of VestGen Wealth Partners Holdings, LLC, a financial services holding company. 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 using a variety of analytical methods and third-party managers.

Manish Jain is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with Zacks Investment Management since 2007. Zacks Investment Management provides discretionary portfolio management to a diverse client base including individuals, trusts, retirement plans, and institutional investors. The firm employs a proprietary stock-ranking approach centered on earnings-estimate revisions and offers a wide range of strategies and investment vehicles, operating across retail, institutional, and third-party distribution channels.

Patrick Wade is a CFA® charterholder and holds a Series 65 license, with six years of industry experience. He has worked at Chicago Partners Investment Group LLC since 2019 and previously held roles at Wintrust Financial Corp. and Cosentino Financial Group. Chicago Partners Investment Group LLC advises a diverse client base, including individuals, trusts, endowments, and corporations, offering portfolio management, financial planning, retirement services, and family-office reporting. The firm employs a long-term, diversified investment approach, using fundamental analysis and various strategies such as direct indexing and tax-loss harvesting, and is notable for sponsoring affiliated pooled investment vehicles and serving insurance company clients.