Mitchell Thornton is a financial advisor at Northern Trust Securities, Inc. with 31 years of industry experience. He has been with Northern Trust Securities since 2010. Thornton holds Series 63, Series 65, and Series 66 designations. 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 Separately Managed Accounts and Strategist portfolios delivered via the Fidelity Managed Account Xchange platform.

Michael Sullivan is a financial advisor at VestGen Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial LLC, Wealth Management Group, L.L.C., and Private Client Services. Outside of advising, he is an investor in Davidson's Bar & Grill, a local restaurant. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients using a combination of fundamental, quantitative, technical, and modern portfolio theory approaches, incorporating third-party managers and affiliate strategies in portfolio implementation.

Chase Lavery is a CFP® professional at HighPoint Planning Partners with four years of industry experience. He has worked at LPL Financial and Byline Bank and is involved with TLC Camp, a community organization he has supported since 2014. HighPoint Advisor Group serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering discretionary asset management and financial planning. The firm builds client investment policies through personal consultation and uses a range of investment vehicles and third-party platforms to implement portfolios.

Robyn Schneider is a financial advisor at Prairie Capital Management Group, LLC with 42 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Prairie Capital Management Group since 2021. Her prior experience includes roles at Umb and Prairie Capital Management. Prairie Capital Management Group primarily serves high-net-worth individuals and families, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm employs a multi-manager, multi-strategy investment approach, focusing on asset consulting and investment supervisory services while generally not directly investing client assets for most multi-manager accounts.

Mike Angelopoulos is a financial advisor with B. Riley Wealth Advisors, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with B. Riley Wealth Advisors since 2016 and previously worked at National Securities Corp. Angelopoulos is president of Porchlight Real Estate PLLC, a real estate investment venture. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses, managing approximately $4.21 billion in assets across a variety of programs and strategies.

Nicholas Ginnodo is a financial advisor at Fourstar Wealth Advisors, LLC in Chicago, IL, holding a Series 66 credential with three years of industry experience. His prior roles include positions at Riverpoint Wealth Management and The Vanguard Group. Fourstar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities with financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a combined fundamental and technical analysis approach, managing diversified portfolios tailored to clients’ risk tolerance and time horizon.

Regan Beaver is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LaSalle St. Securities, L.L.C. since 2003. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and a range of portfolio management services. The firm employs both passive and active investment strategies across various asset classes and is notable for its predominance of non-discretionary assets and its use of fee-sharing and co-advisor arrangements.

Ronald Feltes is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at LaSalle St. Securities LLC since 2015 and has been with Heartland Investment Associates, Inc. since 1990. Outside of advisory work, he is involved in fixed insurance activities. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a range of investment strategies across various asset classes, managing accounts primarily through non-discretionary authority and utilizing both active and passive approaches.

Douglas Schaffnit is a financial advisor with HighPoint Planning Partners and holds Series 63 and Series 65 licenses. He has 43 years of industry experience and has been with HighPoint Planning Partners since 2012. Prior to that, he has been associated with LPL Financial since 2004 and has operated Schaffnit and Associates since 1994. Outside of his advisory roles, he is involved in selling group life, disability, and medical insurance, and provides employee benefits through Schaffnit and Associates, Inc. HighPoint Advisor Group offers discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $4.0 billion in client assets and employs a fundamental analysis-based investment approach across various securities and program solutions.

Emily Pattee is a financial advisor at Oxford Financial Group, LTD with 13 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and Northwestern Mutual Investment Services LLC. Oxford Financial Group serves ultra-high-net-worth individuals, families, and institutional clients by providing family office services, CIO-led portfolio construction, and fiduciary support. The firm emphasizes asset allocation, diversification across public and private markets, and offers both discretionary and non-discretionary management, alongside in-house private-investment platforms and affiliated trust services.

Travis Bennett is a financial advisor with Northern Trust Securities, Inc. in Chicago, IL, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Northern Trust Bank, Paylocity Inc., and Technical Source. Northern Trust Securities, Inc. serves high-net-worth individuals, retail investors, and institutional clients by providing discretionary portfolio management through model-driven investment programs that utilize a combination of proprietary and third-party products, with a focus on separately managed accounts and strategically managed portfolios.

Thomas Carroll is a financial advisor at HighPoint Planning Partners with nine years of industry experience. He holds the CFP® designation and Series 66 license. His prior roles include positions at LPL Financial, Parkview Asset Management, Bank of America, Merrill, and Edward Jones. HighPoint Planning Partners serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and wrap-fee program management, utilizing a diversified investment approach that includes mutual funds, ETFs, equities, debt securities, REITs, options, and independent managers.

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.

Arthur Pedgrift III is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ausdal since 2009 and is also associated with Choices Brokerage since 1997. In addition to his advisory work, he is a self-employed insurance agent focusing on life, health, disability insurance, and fixed annuities. 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, with a range of investment strategies implemented on both discretionary and non-discretionary bases.

Todd Balber is a CFP® professional with over 31 years of experience in the financial industry. He has been with World Equity Group, Inc. since 1997. Balber is also a co-owner and partner of B&R Financial, LLC, which offers financial planning and advisory services as well as fixed life and disability insurance products. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as various business entities. The firm offers managed portfolios through its wrap-fee programs, utilizing third-party money managers and a risk-tolerance questionnaire to guide asset allocation and discretionary account 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 at Associated Investment Services, Inc. with 26 years of industry experience. His work history includes roles at TD Ameritrade and U.S. Bancorp Investments prior to joining his current firm in 2021. He holds Series 63 and Series 65 credentials. Associated Investment Services, Inc. provides advisory and brokerage services to individual investors, 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 primarily via the Envestnet/NFS platform.