Brady Lierz is a financial advisor at Stephens in Chicago, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Renaissance Financial and Ascensus, as well as work at the University of Arkansas and Blue Valley School District. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients, offering tailored portfolio programs, financial planning, and institutional equity research through a combination of individual advisors and multiple investment committees.

Scott Rosenquist is a CFA® charterholder with 11 years of industry experience. He currently serves as an advisor at HighPoint Planning Partners and previously worked at Vantage Financial Partners Limited for over a decade. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $4.0 billion in client assets and employs a fundamental analysis approach to construct individualized investment policies across various securities and managed solutions.

Michael Jazo is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with Zacks Investment Management since 2001. 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 models focused on earnings-estimate revisions and offers a wide range of investment strategies and products across retail, institutional, and third-party distribution channels.

Nick Megremis is a financial advisor at Northern Trust Securities, Inc. with 23 years of industry experience. He holds a Series 66 designation and has been with Northern Trust Securities since 2015 in Chicago, IL. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that provides discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients with portfolios that combine proprietary and third-party products, supported by advisory, brokerage, and custody services.

Daniel Zalipski is a CFA® charterholder with 12 years of industry experience. He is currently with HighPoint Planning Partners and previously worked at VANTAGE FINANCIAL PARTNERS Limited for 16 years. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $4.0 billion in client assets and employs individualized investment policies using fundamental analysis across a variety of securities and custodial platforms.

Stephen Visser is a financial advisor with LPL Financial in Naperville, Illinois, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been affiliated with LPL Financial since 2006 and operates Highpoint Planning Partners, doing business as Onpath Financial, since 2013. Visser also holds a non-variable insurance license and is involved in advisory activities through Highpoint Advisor Group. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment programs, combining large-scale advisory operations with insurance and credit products.

Timothy Woods is a financial advisor with VestGen Advisors, LLC in Chicago, IL, holding a Series 66 designation and 22 years of industry experience. His background includes roles at William Blair, Cabot Lodge Securities, CL Wealth Management, Wentworth Management Services, and Hightower Advisors. He also serves as Chief Compliance Officer and Chief Legal Officer for related VestGen entities. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients through discretionary and non-discretionary investment management, financial planning, and retirement plan services, utilizing a blend of analytical methods and third-party managers to implement portfolios.

Nathaniel Coleman is a financial advisor at Brownson, Rehmus & Foxworth, Inc. with four years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Ernst & Young LLP and Fsc. Outside of finance, he owns a custom art business where he creates paintings and drawings for commission. Brownson, Rehmus & Foxworth, Inc. provides personalized, fee-only financial counseling and non-discretionary investment advisory services to high-net-worth individuals, families, and institutional clients. The firm emphasizes customized long-term asset allocation with a focus on diversification and client-directed trade execution.

Tracy Martin Jr. is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding a Series 65 credential with six years of industry experience. He has been with Zacks Investment Management since 2015, with a brief tenure at Morgan Stanley in 2018. 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 investment process centered on earnings-estimate revisions and offers a range of strategies and investment vehicles, serving both direct clients and third-party advisers.

Henry Burke is a financial advisor at Curi Capital, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Wells Fargo, and Mass Mutual. His background also includes time at the University of Michigan - Stephen M. Ross School of Business. Curi Capital serves individuals and families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental, bottom-up investment approach for equities and a relative-value strategy for fixed income, combining in-house and external managers to provide wealth management, asset management, retirement plan solutions, and family office services.

Matthew Kennedy is a financial advisor at The Mather Group, LLC in Chicago, IL, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Evergreen Gavekal and Seattle Boat Company. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and provides customization options such as direct indexing and ESG factor portfolios.

Mark Gordon is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been involved with Noble Marketing Partners since 2013, where he also serves as an independent insurance agent. Additionally, he owns Gordon & Baird, Inc., through which he executes customer orders as an options broker without providing investment advice or dealing with the general public. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm employs a discretionary management approach that emphasizes third-party money managers alongside fundamental analysis and formal annual reviews to maintain portfolio suitability.

Christopher Fallon is a financial advisor at Centennial Securities Company, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has worked at Claymore Securities, Inc. since 2010 and joined Centennial Securities in 2025. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets with around 30 advisors. The firm serves individuals, trusts and estates, retirement plan sponsors, foundations, and business entities, offering discretionary and non-discretionary investment management, financial planning, and access to third-party manager programs.

Charles Brey is a CFP® professional with 10 years of industry experience. He is currently with Curi Capital, LLC and has been associated with RMB Capital Management since 2014. Curi Capital serves a diverse client base including individuals, families, institutions, corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental investment approach for equities and a relative-value strategy for fixed income, combining in-house and external management with proprietary risk analysis tools.

Nick Moylan is a Series 66-licensed financial advisor with 13 years of industry experience. He is currently with FourStar Wealth Advisors, LLC and previously worked at JP Morgan Securities and Morgan Stanley. Moylan’s background includes roles at several wealth management and private banking firms. FourStar Wealth Advisors provides investment management, financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm manages portfolios primarily on a discretionary basis, utilizing mutual funds, ETFs, individual securities, and selected independent managers, while tailoring strategies to client risk tolerances and objectives.

Jeffrey Doblin is a CFP® and CFA® with eight years of industry experience, currently serving as a financial advisor at Forum Financial Management, LP. He has been with Forum Financial Management since 2017, with prior experience at Bourbon Financial Management and Wedbush Futures. Outside of his advisory role, he is involved in freelance writing and supports the Wilmette Park Districts through the Ouilmette Foundation. Forum Financial Management, LP 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, implementing portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Narsai Toma is a financial advisor with Northern Trust Securities, Inc. He holds a Series 66 designation and has eight years of industry experience, including prior roles at Merrill and Northeastern Illinois University. He is based in Chicago, IL. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that provides discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients with portfolios that include proprietary and third-party products, combining advisory, brokerage, and custody services.

Bradley Kmetz is a financial advisor with Ausdal Financial Partners, Inc. He holds Series 63 and Series 65 credentials and has 13 years of industry experience. Prior to joining Ausdal in 2024, he worked at Signature Financial Services, Ltd and First Heartland Capital Inc from 2015 to 2024 and has operated Kmetz Financial Group since 2017, providing full-service accounting and tax preparation. Kmetz also serves as treasurer for the Willowbrook Burr Ridge Chamber of Commerce. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion across more than 16,000 clients. The firm offers a range of investment advisory services with strategies tailored at the advisor level, integrating multiple custodians and third-party money managers within its multi-team platform.

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.