Edward Kipp is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Zacks Investment Management since 2017. 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 system focused on earnings-estimate revisions and offers a wide range of strategies and investment vehicles, while also serving as a model provider to other advisers and sponsors.

David Mabie is a CFA® charterholder with 32 years of industry experience. He has worked at Chicago Capital, LLC since 2018 and previously spent 25 years at William Blair & Company L.L.C. Outside of his advisory role, he manages Cache Creek Ranch, an agricultural enterprise focused on livestock sales and hunting services, and serves on several nonprofit boards including the Franklin Philanthropic Foundation, Chicago High School for the Arts Foundation, and WTTW/WFMT public broadcasting. Chicago Capital provides discretionary investment management, financial planning, and consulting services to individuals, families, foundations, other registered investment advisers, and corporations. The firm employs active management combining fundamental and technical research to build individualized portfolios across multiple asset classes, overseeing more than $4.8 billion in client assets with a concentrated team of 11 advisors.

Anes Kadiric is a CFP® and Series 66-licensed advisor at Performance Wealth with eight years of industry experience. He has worked at Performance Wealth Partners, William Blair, Edward Jones, Stericycle, and Sports Made Personal. Performance Wealth Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, business entities, and retirement plans. The firm offers discretionary and non-discretionary wealth management, financial planning, and retirement plan advisory services, using customized portfolios primarily composed of low-cost mutual funds and ETFs, with a focus on long-term investment strategies and ongoing client account oversight.

Jonathan Rogers is a CFP® professional with 18 years of experience in the financial industry. He has been with Forum Financial Management, LP since 2012. Outside of his advisory role, he is involved in managing a rental property in Downers Grove, Illinois. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, offering model portfolios grounded in Modern Portfolio Theory and primarily implemented with DFA institutional mutual funds and ETFs.

T Buchanan is a financial advisor with Ausdal Financial Partners, Inc. who holds Series 63 and Series 65 licenses and has 34 years of industry experience. Prior to joining Ausdal in 2021, Buchanan worked at Highpoint Advisor Group Dba Safe Harbor Retirement and LPL Financial. He is also the owner of Safe Harbor Retirement Consultants, LLC, where he is involved in insurance sales and wealth management activities. 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, providing a range of discretionary and non-discretionary portfolio management options.

Benjamin Albrecht is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Curi Capital, LLC. He has been with RMB Capital Management, LLC since 2009. Curi Capital serves individuals, families, institutions, corporations, retirement plan sponsors, charitable organizations, and pooled investment vehicles, offering services such as 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 combining in-house strategies with external managers and proprietary risk analysis.

Debra Schulz is a financial advisor at IHT Wealth Management LLC with 22 years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial, Independent Financial Partners, and 1ST Global Insurance Services. Schulz also provides administrative support to IHT Wealth Management and is involved with Mueller Wealth, a business related to her LPL affiliation. 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 to manage diversified portfolios, offering services such as discretionary asset management, financial planning, and ERISA consulting through a network of approximately 153 advisors.

Guy Abbanat is a financial advisor with World Equity Group, Inc. in Schaumburg, Illinois, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with World Equity Group since 2011. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm offers managed portfolios through its wrap-fee programs, combining discretionary portfolio management, financial planning, and access to third-party money managers.

Erik Faust is a CFP® at JMG Financial Group Ltd with eight years of industry experience. He has worked at JMG Financial Group continuously since 2011. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, providing comprehensive wealth management, portfolio management, and financial consulting. The firm uses a planning-based, long-term investment approach that includes strategic asset allocation and tactical adjustments approved by an investment committee.

Jim Koliatsis is a CFP® with 27 years of industry experience, currently serving as a financial advisor at IHT Wealth Management LLC since 2017. He has also been associated with LPL Financial since 2007. In addition to his advisory roles, he manages an accounting practice specializing in tax preparation and CPA services. IHT Wealth Management serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporations. The firm employs a blend of fundamental stock selection and quantitative tools to construct diversified model portfolios, offering discretionary asset management, financial planning, and ERISA consulting through a network of over 150 investment adviser representatives.

Anthony Halpin is a Series 65-licensed financial advisor with Chicago Partners Investment Group LLC, where he has worked since 2009. He has 18 years of industry experience and also maintains a role with The Mosaic Financial Group LLC. Chicago Partners Investment Group LLC serves 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 strategy that incorporates fundamental analysis and customized portfolios, and it is notable for sponsoring affiliated pooled investment vehicles and serving private fund clients.

Giuseppe Savino is a financial advisor at IHT Wealth Management LLC with five years of industry experience. He holds the Series 66 designation and has worked with firms including LPL Financial, Bank of America, Merrill Lynch, and UBS Financial Services. IHT Wealth Management serves individual and institutional clients, offering discretionary asset management, financial planning, and ERISA plan consulting. The firm employs a blend of fundamental and quantitative investment strategies, utilizing diversified portfolios that include ETFs, mutual funds, third-party managers, fixed income, and option strategies.

Charles Sherburne is a financial advisor at Zacks Investment Management, Inc. based in Chicago, IL, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Ameriprise Financial Services, Inc. and LBMZ Securities Inc. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, pooled vehicles, and institutional clients, serving also as portfolio manager to mutual funds and ETFs. The firm employs a proprietary quantitative and qualitative investment process across diverse strategies and sponsors its own wrap-fee programs while managing affiliated mutual funds and ETFs.

Elijah Pinkevich is a CFP® professional with one year of experience currently with LaSalle St. Investment Advisors, L.L.C. He has previously worked at Streamline Financial Services, Capstone Financial Advisors, and Cogent Strategic Wealth. 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. The firm offers both non-discretionary and discretionary investment programs, with a notable predominance of non-discretionary assets under management.

Kenneth Mitchell is a financial advisor at Ausdal Financial Partners, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Northwestern Mutual Investment Services, Valic Financial Advisors, and LPL Financial. Mitchell also maintains an outside insurance broker role focused on health insurance commissions. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, overseeing approximately $3.73 billion for over 16,000 clients. The firm offers a broad range of advisory and financial planning services, with investment strategies tailored to each client and integrated third-party management options.

Nikifor Minkov is a financial advisor with Associated Investment Services, Inc. in Chicago, IL, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has been with Associated Investment Services, Inc. since 2012. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors as well as small corporations, trusts, estates, and charitable institutions. The firm offers model portfolio and separately managed account programs through third-party managers and its affiliate Kellogg Asset Management, delivering services via the Envestnet/NFS platform.

George Czerwionka is a financial advisor with Archer Investment Corporation in Park Ridge, IL. He holds a Series 65 designation and has 10 years of industry experience. He has been with Archer Investment Corporation since 2014 and also has a longstanding affiliation with Frank J. Baker Company since 2001. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm emphasizes a tailored investment process that considers cash flow, risk tolerance, and tax concerns, offering both discretionary management and model-based strategies.

Kevin Brainerd is a CFP® professional with 18 years of industry experience. He serves at HighPoint Planning Partners, where he has worked since 2016, and is also affiliated with LPL Financial. His prior experience includes a decade at HighPoint Advisor Group DBA OnPath. HighPoint Advisor Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers a range of services including discretionary asset management, financial planning, retirement plan advisory, and acts as sponsor and manager of a wrap-fee program, implementing portfolios through fundamental analysis and a variety of investment vehicles.

John Menton IV is a financial advisor at Curi Capital, LLC with 14 years of industry experience. He holds the Series 66, Series 65, and Series 63 designations and has worked at MML Investors Services and MassMutual since 2020, as well as Jamcap LLC since 2008. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, employer retirement plans, institutions, mutual funds, private funds, and family offices. The firm employs a long-term, fundamental investment approach combining proprietary strategies, third-party managers, mutual funds, and private funds.

Roger Ensminger is a financial advisor with HighPoint Planning Partners, holding Series 63 and Series 66 licenses and possessing 44 years of industry experience. He has been affiliated with LPL Financial since 2009 and has operated his own practice, Roger J. Ensminger & Associates, since 2016. He occasionally sells life, health, disability, and long-term care insurance. HighPoint Advisor Group serves a broad client base including individuals, pension plans, trusts, and charitable organizations, providing discretionary asset management, financial planning, and retirement plan advisory services. The firm builds investment portfolios using fundamental analysis and utilizes a variety of platforms and investment vehicles tailored to client needs.