Christopher Tate is a CFA® charterholder currently with Curi Capital, LLC in Chicago, IL. He has held positions at Morningstar, Deloitte, and CBS Financial, accumulating over a decade of experience in the financial industry. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm employs a long-term, fundamentally driven investment approach, utilizing bottom-up equity analysis and a relative-value fixed income strategy across various managed accounts and funds.

Maisa Ahmad is a financial advisor at Northern Trust Securities, Inc. with 16 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Northern Trust Securities, Inc. provides investment advisory and model-based managed account services to high-net-worth individuals and institutional clients. The firm utilizes model-driven strategies combining proprietary and third-party products, supported by governance reviews and technology platforms for portfolio implementation and monitoring.

Kyle Rohrwasser is a financial advisor at HighPoint Planning Partners with four years of industry experience. He has previously worked at firms including Vantage Financial Partners Limited, Ameriprise Financial Services, and Northwestern Mutual. HighPoint Planning Partners serves 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 acts as sponsor and manager of a wrap-fee program, implementing portfolios using fundamental analysis across a range of investment types.

Bruce Skryd is a financial advisor with Forum Financial Management, LP, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Forum Financial Management since 2013 and also operates Bruce J. Skryd, Inc., an accounting and tax services firm where he serves as owner, president, and Certified Public Accountant. Forum Financial Management 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, managing portfolios primarily using DFA institutional mutual funds and ETFs within a Modern Portfolio Theory framework.

Salvatore Esposito is a financial advisor at Zacks Investment Management, Inc. with 15 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for 12 years before joining Zacks and LBMZ Securities, Inc. in 2022. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, pooled investment vehicles, and institutional clients, managing mutual funds and ETFs. The firm uses a combination of proprietary quantitative models and qualitative portfolio management across various strategies and operates both its own wrap-fee programs and manages portfolios on third-party platforms.

Elias Friedman is a CFP® with 33 years of industry experience, currently affiliated with Mariner Independent. His prior experience includes eight years at Wells Fargo Clearing. Outside of his advisory role, he owns and operates a small business selling inflatable products and towels. Mariner Independent serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers financial planning and portfolio management through a network of advisors using model portfolios and customized strategies, supported by a range of investment tools and affiliated businesses.

Rudolph Litavsky is a CFP® professional based in Elmhurst, IL, with six years of industry experience. He is currently with LaSalle St. Investment Advisors, L.L.C. and has held roles at Innovator Capital Management, LLC and Foreside Fund Services, LLC since 2020. Outside of his advisory work, he is involved in fixed insurance business activities. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to a diverse client base, including individuals, trusts, pension plans, and small businesses. The firm offers both non-discretionary and discretionary management programs, utilizing a range of investment vehicles and third-party manager supervision.

Caleb Miller is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 66 designation. He has professional experience spanning diverse roles across multiple organizations since 2015, including positions at Missouri Health & Wellness and the University of Illinois. Miller’s work history also includes involvement with several LLCs and banking institutions. LaSalle St. Investment Advisors provides personalized, 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 programs.

Dennis Tierney is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. He has worked at LaSalle St. Securities, L.L.C. since 2005 and previously worked at Wells Fargo Clearing from 2001 to 2005. 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, utilizing a mix of mutual funds, ETFs, equities, fixed income, and options, with a notable emphasis on non-discretionary asset management.

Jordan Lewis is a financial advisor at VestGen Advisors, LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at Daley Financial Partners, Commonwealth Financial Network, and LPL Financial prior to joining VestGen in 2025. Outside of finance, Lewis teaches yoga twice a week. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationship work with centralized portfolio construction and utilizes third-party managers and proprietary funds as part of its offerings.

Will Hendricks is a Certified Financial Planner® with 12 years of industry experience. He is currently with Citizens Private Wealth and Citizens Securities, Inc. and Citizens Bank in River Forest, Illinois. His prior experience includes roles at Blue Ocean Companies, Lion Street Financial and Advisors, J.P. Morgan Securities, and First Republic Securities Company. Citizens Private Wealth, LLC is a multi-team registered investment adviser that serves high-net-worth individuals, families, pension and profit-sharing plans, business entities, trusts, estates, charitable organizations, and endowments. The firm offers discretionary and non-discretionary investment management, ERISA plan advisory, tax and estate structuring, and business consulting services, using an open-architecture investment approach tailored to client goals. Its affiliation with Citizens Bank provides access to banking products and securities-based lending, alongside an investment platform managed by a Chief Investment Officer combining quantitative and qualitative research.

Keith Hamann is a financial advisor with IHT Wealth Management LLC in Deer Park, IL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at PLEXUS Financial Solutions since 2014 and joined both IHT Wealth Management and LPL Financial in 2025. IHT Wealth Management serves individuals, including high-net-worth clients, 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 De Angelis is a CFP® with two years of industry experience, currently serving as a financial advisor at OnePoint BFG Wealth Partners. His prior roles include positions at Northwestern Mutual Investment Services LLC and Bleakley Financial Group dba Spahn Financial & OnePoint BFG. Outside of financial advising, he has a diverse work background including experience at FedEx Ground and Depot Dental Lab. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a wide range of clients, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs proprietary portfolio models alongside third-party managers and uses formal monitoring and rebalancing processes, with most client assets managed on a discretionary basis.

John Hackett is a Series 65-licensed financial advisor with First Advisors National, LLC, based in Downers Grove, IL. He has four years of industry experience and has previously worked at Black Edge Capital and Marquette Partners. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party money managers and combines tactical and strategic approaches with fundamental analysis to support its investment decisions.

Joel Riley is a CFP® professional with 13 years of experience and currently serves with Highpoint Planning Partners in Downers Grove, IL. He has been with the firm, operating as Black Diamond Planners, since 2013. Highpoint Planning Partners serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporate entities. The firm offers 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 diversified allocations across various asset classes.

James Mcdermott is a financial advisor at Wedbush Securities Inc. with 32 years of industry experience. His prior firms include Raymond James & Associates, Oppenheimer, Wells Fargo Clearing, Citigroup Global Markets, and Osaic Wealth Inc. Outside of his advisory work, he has worked part-time as an hourly employee for Netjets. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients through a range of offerings including wealth management, fixed income, commodities, and capital markets. The firm delivers both discretionary and non-discretionary portfolio management and supports clients with custodial, clearing, and prime services.

Susan Christoph is a CFP®, CFA®-credentialed financial advisor with 23 years of industry experience. She is currently with Curi Capital, LLC and previously worked at RMB Capital Management, Gleacher & Company Securities, and FA Asset Management Inc. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm employs a long-term, fundamentally driven investment approach and offers a range of discretionary and non-discretionary solutions across various account types and fund structures.

Alexis Trotter is a financial advisor at Ausdal Financial Partners, Inc. with one year of industry experience and holds the Series 66 designation. Prior to joining Ausdal, Alexis worked at Clarity Group Midwest and Princeville State Bank. Alexis also serves as a non-commissioned officer with the Illinois Air Force National Guard. Ausdal Financial Partners serves a diverse client base including individuals, trusts, estates, retirement plans, and business entities. The firm manages approximately $3.73 billion for over 16,000 clients and offers a range of services such as advisor-managed accounts, separately managed accounts, retirement-plan advisory, and financial planning, with tailored investment strategies developed at the advisor level.

Brian Degrado is a financial advisor with VestGen Advisors, LLC in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Lake Street Private Wealth, Raymond James & Associates, J.P. Morgan Securities, and Chase Investment Services Corp. VestGen Advisors provides investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, and institutional investors. The firm combines advisor-level client relationships with centralized portfolio construction, utilizing third-party managers and proprietary strategies, and manages approximately $6.66 billion in assets.

Nicholas Hai Hathuc is a CFP® professional with nine years of industry experience. He is currently with Forvis Mazars Wealth Advisors, LLC and previously worked at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. He holds the Series 66 designation and is based in Chicago, IL. Forvis Mazars Wealth Advisors serves individuals, families, retirement plans, institutions, and nonprofit organizations, offering financial planning, investment management, consulting, and retirement plan services. The firm employs a customized asset allocation strategy that balances active and passive investments, focusing on diversification, cost control, and long-term discipline.