Ellis Greenstein is a CFP® professional at JMG Financial Group Ltd with four years of industry experience. Prior to joining JMG Financial Group in 2022, he was employed at the University of Wisconsin and Riviera Preparatory High School. JMG Financial Group provides comprehensive wealth management, portfolio management, and consulting services to individuals, trusts, retirement plans, business entities, and charitable organizations. The firm employs a planning-based, long-term investment approach with strategic asset allocation and offers specialized services including tax consulting and private investment fund advisory.

Eddie Albazi is a financial advisor with Capital Analysts, holding a Series 66 designation and 25 years of industry experience. He has worked at Capital Analysts and Lincoln Investment since 2023 and previously spent 16 years with VALIC Financial Advisors. Albazi is also involved in insurance sales, including life and long-term care insurance, through separate business activities. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management supported by an in-house investment management and research team. The firm has a close affiliation with Lincoln Investment and provides advisors opportunities to engage in outside business activities alongside advisory services.

Nolan Day is a financial advisor at Plante Moran Financial Advisors in Chicago, IL, holding a Series 65 designation with one year of industry experience. He previously worked at Forum Health and Skypoint Ventures and was employed at Indiana University and Fenton High School prior to his advisory career. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth and non-HNW individuals, trusts, estates, charitable organizations, and business entities. The firm employs a variety of analytical methods and manages portfolios through discretionary and non-discretionary arrangements, overseeing approximately $25 billion in assets.

Michael Wing is a financial advisor at B. Riley Wealth Advisors, Inc. in Chicago, IL, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with B. Riley-affiliated firms since 2012. Outside of advising, he is a licensed insurance agent involved with B. Riley Wealth Insurance. B. Riley Wealth Advisors offers investment advice and portfolio management to individual clients, pension plans, trusts, charitable organizations, and corporate clients. The firm employs a range of investment programs and manages approximately $4.21 billion in client assets through a team of about 173 advisors.

Bryon Stanislaw is a financial advisor at Curi Capital, LLC with eight years of industry experience. He holds the CFP® designation and several securities licenses, and has been employed at Jefferies & Company, Inc. since 2010. Outside of his advisory role, Stanislaw volunteers with Oak Park Family Services on their investment committee and serves as chairman and head of economic education for the Securities Industries Association Central States District. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, employer retirement plans, institutions, and family offices. The firm employs a long-term, fundamental investment approach combining proprietary strategies, third-party managers, and private funds.

William Bringham is a financial advisor at KCD Financial, Inc. with 43 years of industry experience. He has held positions at KCD Financial since 2017 and previously worked at Freedom Investors Corp. from 2012 to 2017. Outside of advisory work, he serves as president of WTB Associates, Inc., a tax preparation and accounting business. KCD Financial, Inc. is a multi-team registered investment adviser and introducing broker-dealer with 38 advisors and approximately $202 million in regulatory assets under management. The firm serves individuals, corporate pension and profit-sharing plans, and charitable organizations, offering tailored investment strategies and access to third-party management programs.

Danielle Van Buren is a CFP® professional with six years of experience at Valeo Financial Advisors, LLC and a total of three years in the financial industry. Prior to joining Valeo, she held roles at Core Spaces, Beauty & Grace, Levee Tan & Laundry, and worked in educational settings including Purdue University and Guerin Catholic High School. Valeo Financial Advisors provides comprehensive financial planning and investment management services to individuals, families, and institutional clients. The firm employs a strategic asset-allocation approach with tactical adjustments and utilizes third-party research and independent managers, while also offering specialized services such as pro-bono planning and due diligence through its subsidiary, TwoPointO.

David Lehenbauer is a financial advisor with Alera Investment Advisors, LLC, holding a Series 66 credential and two years of industry experience. His work history includes roles at OSAIC, Triad Advisors, and Charles Schwab, among others. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and institutions. The firm utilizes a combination of internal management, affiliate platforms, and independent managers to construct portfolios primarily focused on mutual funds, ETFs, equities, and fixed income with a long-term investment approach.

Scott Martin is a financial advisor with Kingsview Wealth Management, LLC in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Kingsview Partners LLC and Kingsview Wealth Management LLC since 2016. Outside of his advisory role, Martin serves as President and CEO of Accent Asset Management, a media services company, and contributes to Fox Business Network as an on-air reporter. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities, offering wealth management, financial planning, and asset management through a network of Investment Adviser Representatives and an internal portfolio group. The firm provides tailored portfolio management and constructs model strategies for separately managed accounts, ETFs, and external advisers, incorporating tactical, income-oriented, and alternative investment approaches.

Sam Kendree is a financial advisor at Chicago Partners Investment Group LLC with eight years of industry experience. He holds a Series 65 designation and has worked at several firms including SBMC Intellectual Property Law, Bluestone Venture Partners, Signia Capital, TCI Wealth, and Country Financial. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, not-for-profit plans, endowments, corporations, and other entities. The firm employs a long-term, diversified, asset-allocation approach that combines fundamental analysis with quantitative optimization, offering services such as financial planning, portfolio management, and family office consulting.

Jack Reynolds is a CFP® professional with four years of experience at JMG Financial Group Ltd. Prior to joining the firm in 2022, he spent four years at the University of Arizona and three years at West Chicago Community High School. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, offering comprehensive wealth management, portfolio management, and consulting services. The firm follows 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 private investments.

Carol Mcginnis is a financial advisor with Lasalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 designations and bringing 28 years of industry experience. She has been with Lasalle St. Securities since 2006. Outside of her advisory role, she contributes to the finance team at Village Church of Oak Park by entering tithes into their system. Lasalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, with a notable predominance of non-discretionary assets under management.

Larry Johnson is a CFP® with 43 years of industry experience, currently serving at Ausdal Financial Partners, Inc. since 2015. He previously worked at Sterling Financial Advisory Services, Inc. from 2012 to 2020. Outside of financial advising, Johnson owns several fitness clubs under the Anytime Fitness brand and is involved in a handcrafted vodka business. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets. The firm offers a range of advisory programs and brokerage services to individuals, trusts, corporations, pension plans, and charitable organizations, with investment strategies delivered through discretionary and non-discretionary accounts across various asset classes.

Mitchell Hamer is a CFP® with 11 years of industry experience, currently affiliated with Stratos Wealth Advisors LLC. His prior roles include positions at Kovitz Investment Group Partners, Kovitz Securities, and Asset Management Group LTD. Outside of his advisory work, he is a managing member of Intersectling Wealth, LLC, a registered investment advisory firm. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, and financial institutions, offering investment management, financial planning, and insurance consulting through a network of mostly independent investment advisory representatives. The firm employs a range of advisory programs and leverages both affiliated and third-party subadvisers to deliver tailored investment solutions.

Jessica Freiburg is a financial advisor at Avantax Planning Partners, Inc. with the PFS™ designation and two years of industry experience. She is also the managing partner of Sassetti LLC, a firm providing tax planning, audit, accounting, and advisory services. Freiburg serves as the treasurer for the Parks Foundation of Oak Park, where she manages budgeting and fundraising efforts, and volunteers as a mentor with the Illinois Wesleyan University Council for Women. Avantax Planning Partners provides investment advice and related planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs a model-based style allocation strategy overseen by an Investment Advisory Committee and offers tax-intelligent overlays and discretionary management with centralized trading and reporting.

Matthew Newton is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining Zacks, he worked in roles across logistics, education, and local government. 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 through proprietary models and offers a wide range of strategies and investment vehicles, serving both direct clients and other advisers.

David Rogers is a financial advisor with M HOLDINGS SECURITIES, Inc. holding Series 63 and Series 66 designations and 27 years of industry experience. He has worked at Jamieson Financial since 2018, M Holdings Securities since 2017, LPL Financial from 2012 to 2017, and Greenbridge Strategies LLC since 2012. Additionally, he is involved with Jamieson Financial Services, assisting investment advisors at Wells Fargo in designing and implementing life insurance solutions. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a comprehensive range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, supported by platform providers and third-party sub-advisors.

Patrick Kearney is a financial advisor with Lasalle St. Investment Advisors, L.L.C. He holds a Series 66 designation and has six years of industry experience. His prior work includes roles at the University of Chicago and Barnes & Noble. Lasalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses, offering both non-discretionary and discretionary management approaches.

Anna Claire Martins is a financial advisor at SpiderRock Advisors, LLC with three years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for four years before joining BlackRock Investments in 2026. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, utilizing systematic, technical, and quantitative approaches with proprietary software to manage option-based hedges and yield-enhancing overlays. The firm serves a diverse client base including asset managers, family offices, pension funds, and private funds.

Joseph Emme is a financial advisor at Merit Financial Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes positions at Purshe Kaplan Sterling Investments, The Pinnacle Financial Group, and Commonwealth Financial Network. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving approximately 20,000 clients across 66 offices, managing about $23.9 billion in assets. The firm offers coordinated wealth-management services with a focus on long-term, diversified portfolios supported by an internal Investment Management team and Investment Committee.