Thomas Carroll is a CFP® with nine years of industry experience and currently serves as an advisor at Highpoint Planning Partners in Downers Grove, IL. His prior roles include positions at LPL Financial, Parkview Asset Management, Bank of America, Merrill, and Edward Jones. Carroll also has experience outside finance, including a brief tenure at Amazon.com. Highpoint Planning Partners serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management and financial planning services, implementing investment strategies through fundamental analysis across various asset classes and utilizing multiple advisory platforms.

Luis Pereda is a financial advisor at Chicago Capital, LLC with two years of industry experience and holds a Series 65 credential. His prior roles include positions at Corient Services LLC, CIPW Service Company, Gofen and Glossberg, L.L.C., and Northern Trust. Chicago Capital provides discretionary investment management, financial planning, and consulting services to individuals, families, corporations, foundations, and registered investment advisers. The firm employs an active management approach combining fundamental and technical research to construct diversified portfolios, and manages over $4.8 billion in client assets with a team of 11 advisors.

Nora Dudash is a financial advisor at IHT Wealth Management LLC with 12 years of industry experience. She holds the 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 fiduciary services through a network of approximately 153 advisors.

Todd Balber is a CFP® with over 31 years of experience in financial advisory services. He has been with World Equity Group, Inc. since 1997. Outside of his primary role, he is a co-owner and partner of B&R Financial, LLC, which provides financial planning and investment advisory services along with insurance products. World Equity Group, Inc. offers fee-based investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a risk-tolerance questionnaire to guide asset allocation and utilizes discretionary authority granted to third-party managers and representatives for portfolio management.

Mark Hofstetter is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Concurrent Investment Advisors, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, Next Retirement Solutions, Raymond James Financial Services Advisors Inc., and Wells Fargo Advisors. Outside of his advisory work, he is a paid performing musician through his part-time involvement with And Beyond LLC. Concurrent Investment Advisors is an enterprise-scale firm with approximately 161 advisors serving over 10,000 clients and managing about $9.9 billion in assets. The firm provides wealth management, financial planning, and retirement advisory services, employing a long-term investment approach with customized portfolios across various asset classes.

James Bey is a financial advisor with Independent Wealth Network, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, with 36 years of industry experience. His prior roles include positions at Emerson Equity LLC and Brokers International Financial Services, LLC. Outside of financial advising, Bey volunteers as an official at swim meets for USA Swimming. Independent Wealth Network, Inc. provides wealth management, financial planning, and consulting services to individuals, trusts, plans, estates, charitable organizations, and corporations. The firm’s advisors oversee approximately $518 million in client assets and employ a range of investment strategies, including discretionary management using third-party models and direct portfolio implementation.

Meghan Nolan is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Forum Financial Management, LP since 2016. She is based in Lombard, IL, and has spent her entire advisory career with Forum Financial Management. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory and offers a range of services including portfolio management, financial planning, and sub-advisory solutions, with a focus on supporting independent advisors and RIAs through its turn-key asset-management platform.

Loren Piotrowski is a financial advisor with Associated Investment Services, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at TD Ameritrade and U.S. Bancorp Investments. Associated Investment Services, Inc. provides advisory and brokerage services primarily to individual investors, as well as to 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 with a predominantly non-discretionary investment approach.

Thomas Vislisel is a CFP® professional with 28 years of experience in financial advising. He is currently with Highpoint Planning Partners and previously spent 20 years at Vantage Financial Partners Limited. 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 and financial planning services, implementing client portfolios through fundamental analysis and a range of investment vehicles.

John Hicks is a financial advisor with Ausdal Financial Partners, Inc. in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Robert B. Ausdal & Co., Inc. since 2008. In addition to his advisory role, he serves as a trustee executing trust assets. 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 both discretionary and non-discretionary investment strategies across a range of products and account types.

Edward Constance is a financial advisor at Northern Trust Securities, Inc. in Chicago, IL, holding Series 63 and Series 66 credentials with two years of industry experience. Prior to joining Northern Trust Securities, he worked at Morgan Stanley for one year. Northern Trust Securities, Inc. is a registered investment adviser and broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven discretionary portfolio management, including Separately Managed Accounts and Fund Strategist Portfolios, utilizing a mix of proprietary and third-party investment products.

Daniel Laya is a financial advisor at Capital Analysts with 26 years of industry experience. He has been with Lincoln Investment Planning, Inc. for 20 years. Outside of his advisory work, he is a member of Corner Sports LLC, a ski and snowboard rental, tuning, and delivery business. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs, supported by an in-house investment management and research team that employs proprietary screening processes and provides options such as automated rebalancing and tax-aware strategies.

Peter Aldworth is a financial advisor with Highpoint Planning Partners who holds a Series 66 designation and has 12 years of industry experience. He has been with Highpoint since 2015 and also maintains an affiliation with LPL Financial. 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 discretionary asset management, financial planning, retirement plan advisory, and sponsor-managed wrap-fee programs, implementing portfolios through fundamental analysis across various asset classes and utilizing multiple platform solutions.

Martin Dolph is a financial advisor with Foundations Investment Advisors LLC in Woodridge, Illinois, holding Series 63 and Series 65 credentials and having 12 years of industry experience. He has worked at Foundations Investment Advisors since 2017 and is also involved with American Senior Benefits as a sales manager and independent insurance agent. Foundations Investment Advisors provides financial planning and portfolio management to a wide range of clients, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, uses model portfolios and an asymmetric rebalancing approach, and offers services through a large network of affiliated offices and representatives.

Ryan Emerson is a financial advisor at Curi Capital, LLC with 13 years of industry experience. He previously worked at RMB Capital and Personal Capital Advisors Corporation, where he spent seven years. Outside of his advisory role, Emerson is a 10% partner and CFO of Creek Side Partners LLC, a company that sells non-FDA regulated medical devices. 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 follows a long-term, fundamental investment approach across equities and fixed income, utilizing proprietary strategies, third-party managers, and private funds.

Laura Norek is a financial advisor at Forum Financial Management, LP with two years of industry experience. She holds a Series 65 designation and has worked at Forum Financial Management in various capacities since 2021. Prior to this, she was employed at Leadership Extension Consulting and Career Education Corporation. Forum Financial Management, LP 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 model portfolios primarily using DFA institutional mutual funds and ETFs within a Modern Portfolio Theory framework.

Robert Bondiman is a financial advisor with VestGen Advisors, LLC, holding a Series 66 credential and 18 years of industry experience. He has worked at J.P. Morgan Securities, Fidelity Investments, and Massachusetts Mutual Life Insurance Co. His current role includes Private Client Services in Chicago. VestGen Advisors is an SEC-registered investment adviser managing approximately $6.66 billion for nearly 22,790 clients. The firm offers a range of investment management and retirement plan services, utilizing a combination of fundamental, technical, and quantitative analysis tailored to client goals and risk tolerance.

John Susin is a financial advisor with OneSeven in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Red Oak Capital Management, Niagara International Capital Limited, and Great Lakes Atlantic. Outside of his advisory work, he coaches a hockey team in Chicago. OneSeven serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm’s investment approach is primarily long-term with flexibility for shorter-term trading, utilizing diversified portfolios and access to alternatives and private placements.

Meggan Carroll is a CFP®-certified financial advisor with 13 years of industry experience. She has worked at JMG Financial Group Ltd since 2021 and previously spent eight years with MPS LORIA Financial Planners, LLC and Loria Financial Group LLC. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, offering wealth management, portfolio management, tax consulting, and retirement planning. The firm follows a planning-based, long-term investment approach supported by strategic asset allocation and employs a variety of investment vehicles including ETFs, mutual funds, equities, fixed income, and private investments.

Michael Lynch is a Series 65 licensed advisor at McAdam LLC with five years of industry experience. He has been with McAdam since 2020 and previously worked at the University of Iowa and Lynch Roofing. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities with financial planning, investment management, and retirement plan consulting. The firm manages discretionary client portfolios using a range of investment vehicles and incorporates specialized exposures such as direct indexing and private investment funds.