Jacqueline Bulava is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 66 credential and eight years of industry experience. Her career includes roles at Osaic Advisory Services, Arbor Point Advisors, and Carson Group Partners. Outside of advisory work, she is an independent life insurance agent and serves as Director of Operations for The Bulava Group, a real estate sales business. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary investment management options and manages a substantial portion of assets on a non-discretionary basis.

Charles Lesser is a CFP®-credentialed financial advisor at Performance Wealth with six years of industry experience. He previously worked at Balasa Dinverno Foltz LLC and EFG Advisors. He has also held roles outside of financial services, including positions at Otis Elevator Company and Illinois State University. Performance Wealth serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans by providing discretionary and non-discretionary investment management, comprehensive wealth management, and financial planning services. The firm employs a primarily long-term, portfolio-focused investment approach using diversified allocations of low-cost mutual funds and ETFs alongside individual securities and alternative investments.

Megan De Jong is a financial advisor at Advance Capital Management Inc with two years of industry experience. She holds the Series 65 designation and has been with Advance Capital Management since 2022. Advance Capital Management provides investment advisory and consulting services to individuals, retirement plans, institutions, trusts, foundations, and corporations, focusing on financial planning and portfolio management using mutual funds and ETFs. The firm employs a structured investment process with a Recommended List and model portfolios tailored to clients' needs, utilizing independent managers and discretionary oversight.

Brent Penrose is a financial advisor with Northern Trust Securities, Inc. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. Prior to joining Northern Trust in 2025, he worked at JPMorgan Securities LLC, UBS Financial Services, and Wells Fargo Advisors among other firms. He serves on the board of Little Heroes League, a nonprofit focused on funding support for children born with major organ defects. Northern Trust Securities, Inc. provides investment advisory and model-based managed account services to high-net-worth individuals and institutional clients. The firm offers discretionary wrap fee programs that combine proprietary and third-party strategies, supported by platform technology and governance reviews.

Katherine Ruetz is a financial advisor at Northern Trust Securities, Inc. with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at JPMorgan Securities LLC and JPMorgan Chase Bank NA. Northern Trust Securities, Inc. serves high-net-worth individuals, retail investors, and institutional clients, offering discretionary portfolio management through model-driven strategies that include Separately Managed Accounts, Fund Strategist Portfolios, and Strategist Unified Managed Accounts via the Fidelity Managed Account Xchange platform.

Edmond Ducett is a financial advisor at Arete Wealth Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and has been with Arete Wealth Management LLC since 2010. Outside of his advisory role, he serves as President of Ducett Consulting and is a managing partner and part owner of Equity Markets Group, a capital-raising distribution firm. He is also involved as a placement agent and wholesaler for Cunat Multi-Family Investment Fund 1 and supports administrative and marketing efforts at Vieste Group. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management, investment consulting, and retirement plan services, employing both advisor-driven and proprietary model allocations while integrating affiliated financial businesses and third-party managers.

Andrew Bratina is a Series 65-licensed advisor with Chicago Partners Investment Group LLC, where he has worked since 2023. He has two years of industry experience and previously held positions at several educational institutions and Amazon Air. Chicago Partners Investment Group LLC serves a diverse client base, including individuals, trusts, nonprofits, and corporations, offering portfolio management, financial planning, retirement services, and an automated advisory program. The firm employs a long-term, diversified investment strategy, utilizing fundamental analysis and customized portfolios with various asset classes and strategies.

John Thomas is a financial advisor at Chicago Partners Investment Group LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, he worked at Denison University and Loyola Academy. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, not-for-profit plans, endowments, and corporations. The firm follows a long-term, diversified, asset-allocation approach combining fundamental analysis with quantitative optimization and manages portfolios across a range of asset classes including mutual funds, ETFs, and structured products.

Davis Lipp is a Series 65-licensed financial advisor at Zacks Investment Management, Inc. in Chicago, IL, with one year of industry experience. Prior to joining Zacks, he worked in logistics and held positions at Miami University and Saint Xavier High School. Zacks Investment Management offers discretionary portfolio management to a diverse client base including individuals, trusts, retirement plans, and institutional investors. The firm employs proprietary quantitative and qualitative models, notably a stock-ranking system based on earnings-estimate revisions, across a wide range of strategies and also provides indices, model portfolios, and alternative private funds through multiple distribution channels.

Catherine Kane is a Certified Financial Planner™ and Personal Financial Specialist™ with 16 years of industry experience. She has been with CliftonLarsonAllen Wealth Advisors, LLC since 2015 and has worked at CliftonLarsonAllen LLP since 2006, where she is also a principal. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse range of clients, including individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios, integrates wealth, tax, estate, and insurance professionals, and operates as both a registered broker-dealer and licensed insurance agency.

Joseph Cusick is a financial advisor with Calamos Wealth Management LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked with Calamos advisors and related entities since 2019 and was previously employed at OCC and Tradingblock. Calamos Wealth Management provides discretionary wealth management, financial planning, and institutional advisory services for high-net-worth individuals, family offices, endowments, private foundations, corporations, and retirement plans. The firm’s investment process combines asset allocation, quantitative and qualitative evaluation, and utilizes a mix of individual equities, fixed income, mutual funds, ETFs, and private investment funds.

John Dalton is a CFA® charterholder with 19 years of industry experience. He is currently an advisor at Advisory Services Network and previously spent 17 years at Managed Asset Portfolios. Outside of his advisory work, he co-owns and rents out a building in Chicago. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisers. The firm offers portfolio management, financial planning, and investment consulting, managing approximately $8.6 billion in client assets with tailored strategies across a range of investment vehicles.

Christa Madison is a CFP® and Series 63 licensed advisor at Ascentis Independent Advisors, LLC with two years of industry experience. Her prior roles include positions at Curi RMB Capital, Sebold Capital Management, Americana Financial Group, MML Investors Services, Inc., and MassMutual Financial Group. Outside of advising, she is involved as a soccer referee and partners with family members in a craft show business called Loom Designs. Ascentis Independent Advisors is a multi-team SEC-registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm offers a range of services including asset management, financial planning, and retirement plan consulting, utilizing portfolios constructed from diverse public and private securities that are actively monitored and rebalanced.

Brian Falls is a financial advisor with IHT Wealth Management LLC in Oak Brook, IL, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. His prior roles include positions at LPL Financial, Edward Jones, Merrill, and Bank of America. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools across diversified model portfolios and offers discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Aaron Ahlstrom is a CFP® with 16 years of industry experience, currently serving as a financial advisor at JMG Financial Group Ltd. Prior to joining JMG in 2024, he worked at Ameriprise and Ameriprise Financial Services, Inc. from 2009 to 2024. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with a planning-based, long-term investment approach. The firm offers comprehensive wealth and portfolio management, along with in-house tax consulting and private investment fund advisory services.

Kevin Dawrant is a CFP® with seven years of industry experience, currently serving as a financial advisor at VestGen Advisors, LLC. His prior experience includes roles at LPL Financial, EFG Advisors, and ValMark Advisers. 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, offering a combination of discretionary and non-discretionary investment management, financial planning, and retirement plan services, utilizing a range of analytical methods and third-party managers to implement client portfolios.

Kevin Newman is a financial advisor at Ausdal Financial Partners, Inc. with 12 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Ausdal Financial Partners since 2013, including a brief tenure at Principal Securities and Principal Life Insurance in 2019. Outside of advising, he has worked as a freelance translator and is involved in insurance sales through Newman & Associates Ltd. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a broad range of services including advisor-managed accounts, separately managed accounts, unified managed accounts, retirement-plan advisory, and financial planning, tailoring investment strategies to clients’ objectives and risk tolerance.

Benjamin Packer is a financial advisor at Ritholtz Wealth Management in Chicago, IL. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Ritholtz Wealth Management in 2025, he worked at Charles Schwab and Column Capital Advisors. Ritholtz Wealth Management serves individual and institutional clients, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment process that incorporates asset allocation and behavioral finance, using diversified low-cost ETFs along with tactical overlays and alternative investments.

Jennifer Barry is a CFP® and CFA® with 29 years of industry experience. She has worked at Aaron Wealth Advisors since 2021 and previously spent 23 years at Citigroup Global Markets. Barry holds a Series 63 license. Aaron Wealth Advisors serves high-net-worth and institutional clients, including business owners and family offices, providing discretionary and non-discretionary portfolio management along with financial consulting. The firm uses an outsourced platform to access third-party managers and offers option overlay strategies, with a client base that includes insurance-related relationships through an affiliated insurance advisory entity.

Ashley Garrido is a financial advisor at A.G.P. / Alliance Global Partners with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at A.G.P. since 2018, following two years at Sentinus Securities, LLC. Outside of her advisory work, Garrido serves as Treasurer and head of the finance committee for a condominium association in Chicago. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm uses an open-architecture investment approach with a focus on international investing and combines in-house management, third-party money managers, and sub-advisers to offer discretionary and non-discretionary strategies alongside brokerage and capital markets services.