Michael Balch is a financial advisor at IP Financial Advisory Services LLC with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including IPI Wealth Management, Investment Planners, and Cedar Capital. Outside of his advisory work, he is the sole partner of MB THIRTEEN, LLC, which involves consulting, keynote speaking, and book sales. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm focuses on non-high-net-worth individuals and combines traditional investment advisory services with actuarial analysis, benefits consulting, and risk management.

Jeffrey Martin is a financial advisor with Highpoint Planning Partners in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Highpoint Planning Partners and LPL Financial since 2013. Highpoint Planning Partners serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and uses a multi-asset investment approach combined with third-party and LPL-sponsored platforms.

Ramsen Odicho is a financial advisor with Northern Trust Securities, Inc. He holds Series 63 and Series 66 credentials and has three years of industry experience. His prior work includes roles at Edward Jones and J. P. Morgan Securities LLC. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven, discretionary portfolio management through a wrap fee program that combines proprietary and third-party investment products.

Christopher Breitenbach is a financial advisor with Highpoint Planning Partners, holding a Series 66 registration and 18 years of industry experience. He has been with Highpoint Planning Partners and LPL Financial since 2014. Outside of his advisory work, he is an assistant coach with the Wheaton United Soccer Club. HighPoint Advisor Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and sponsors a wrap-fee program, utilizing a range of investment vehicles and third-party platforms to implement client portfolios.

Matthew Halkyard is a financial advisor at Curi Capital, LLC in Chicago, IL, holding a Series 63 designation with 13 years of industry experience. His prior roles include positions at RMB Capital Management LLC and Ironbridge Capital. Halkyard also serves as a portfolio manager and product specialist at Curi Capital. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets. The firm serves individuals, employer retirement plans, institutions, and family offices, employing a long-term, fundamental investment approach across equities and fixed income through a combination of proprietary strategies, third-party managers, and private funds.

Bradley Doy is a financial advisor at VestGen Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial and ValMark Advisers, Inc. Outside of his advisory role, he is involved in property management for an office building in Downers Grove, Illinois. 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 discretionary and non-discretionary investment management, financial planning, wrap-fee programs, and retirement plan services. Their process integrates client-specific goal setting with various analytical methods and may utilize third-party managers and affiliate strategies to implement portfolios.

Logan Andersen is a CFP® professional at JMG Financial Group Ltd with three years of industry experience. Prior to joining JMG Financial Group, he held positions at Marquette Companies and Miner Enterprises, Inc., and completed his education at the University of Illinois. JMG Financial Group serves individuals, trusts, retirement plans, business entities, and charitable organizations with comprehensive wealth and portfolio management, including in-house tax consulting and private investment fund advisory. The firm employs a planning-based, long-term investment approach centered on strategic asset allocation and utilizes a variety of investment vehicles, along with operational features such as held-away account management and account aggregation tools.

Jonathon Merickel is a CFP® with 22 years of industry experience, currently serving as an advisor at Savvy. His prior roles include positions at Savant Wealth Management, Pruco Securities, Prudential Insurance Company of America, and Fidelity Brokerage Services. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm combines primarily index-based, long-term strategies with active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers and technology platforms to support customized client plans.

Sean Ford is a CFP®, CFA®, and holds a Series 66 license with nine years of industry experience. He is currently with LaSalle St. Investment Advisors, L.L.C., where he has worked since 2020, following prior roles at Benjamin F Edwards & Co and First Trust Portfolios. He is also involved with Acre Trader 160, LLC/Ashton Farm Investor outside of his advisory work. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to a diverse client base including individuals, trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary programs, emphasizing a significant asset mix managed on a non-discretionary basis, which is uncommon among large enterprise advisers.

Stuart Lasky is a financial advisor at Latitude Advisors, LLC with 12 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Latitude Advisors in 2015, he was associated with GWN Securities, Inc. Since 2013, he has also worked as a marketing assistant for Jeffrey Lasky Financial Services LLC and holds a life and health insurance producer license. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a blend of model-based and fundamental/quantitative analysis, managing most client relationships on a discretionary basis with ongoing portfolio oversight.

Richard Wilkens is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with seven years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his advisory role, he is a partner at DeMarco Sciaccotta Wilkens & Dunleavy, LLP, a certified public accounting firm where he provides accounting and business advisory services. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary investment programs, including the LaSalle St. Asset Management Program (LAMP), and manages a significant predominance of non-discretionary assets.

Ryan Alsop is a financial advisor at Northern Trust Securities, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Northern Trust Securities since 2018. Prior to that, he spent time at The University of Chicago Booth School of Business from 2016 to 2017. Northern Trust Securities, Inc. provides discretionary portfolio management to high-net-worth individuals, retail investors, and institutional clients through model-driven portfolios and a variety of separately managed accounts. The firm combines advisory, brokerage, and custody services, offering a broad range of investment options including proprietary and third-party products.

Matthew Richard is a financial advisor at Zacks Investment Management, Inc. with three years of industry experience. He holds a Series 65 designation and has worked at Zacks Investment Management since 2022. Prior to this, he was employed by Ducks Unlimited, the State of Illinois Governor's Office of Management and Budget, and Aviary Media. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, charitable and corporate entities, and institutional investors. The firm combines quantitative and qualitative analysis through proprietary Zacks models and offers a wide range of investment strategies and vehicles across retail, institutional, and third-party distribution channels.

William Paddor is a financial advisor at Vanderbilt Advisory Services with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms including Moloney Securities Asset Management LLC and Arlington Insurance. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation and integrates retirement-plan and benefits services with advisory offerings, using a combination of fundamental, technical, and charting analysis tailored to client objectives.

Ryan Miller is a CFP® and holds a Series 65 license with three years of industry experience. He has worked at Mission Wealth Management, LP since 2023 and previously was affiliated with the University of Illinois at Urbana-Champaign and Crep Protect Ltd. Miller is also a student, a role he has held since 2013. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and institutional clients. The firm offers tiered wealth management and financial planning services, emphasizing customized, long-term investment strategies across a broad range of asset classes and utilizes discretionary account management.

Ryan Wittig is a financial advisor at IHT Wealth Management LLC with 26 years of industry experience. He holds a Series 66 designation and has been with IHT Wealth Management and LPL Financial 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 and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA consulting through a network of approximately 153 advisors.

Daniel Saladino is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Mariner Independent in Chicago, IL, where he also has an advisory role through Archiwealth. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm utilizes a range of investment tools and offers integrated access to custody, retirement plan consulting, and alternative investment channels through its affiliated businesses.

Thomas Blumenfeld is a financial advisor at Latitude Advisors, LLC with three years of industry experience. He is a Certified Public Accountant licensed in Illinois and has provided accounting and tax services through Pawlan, Blumenfeld, Miscinski & Assoc., Ltd. since 2005. Outside of his advisory role, Blumenfeld serves as treasurer for Alligator Aquatics, a nonprofit swim team. Latitude Advisors serves individual investors, including high-net-worth clients, and business clients by offering financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm combines model-based strategies with fundamental and quantitative analysis to manage portfolios, typically on a discretionary basis.

Azmi Sharif is a financial advisor at FourStar Wealth Advisors, LLC with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Nobles and Richards, Inc., LPL Financial, and Woodbury Financial Services. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a combination of fundamental and technical analysis to tailor portfolios to client risk tolerance and time horizon, managing assets primarily on a discretionary basis across a range of investment vehicles.

Timothy Mason is a CFP® professional with 10 years of industry experience, currently serving at Ausdal Financial Partners, Inc. since 2015. He volunteers as a basketball and track and field coach at St. Mary School in Mokena, IL. 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, offering investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations.