Kenneth Shotsberger is a financial advisor at Victory Financial Group with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Equitable Advisors, Axa Advisors, and Allstate Insurance. Outside of advising, he is a minority silent partner and investor in Greenbuild Capital, LLC. Victory Financial Group serves individual clients, trusts, estates, retirement plans, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach based on Modern Portfolio Theory and integrates fundamental, cyclical, and behavioral analysis to construct diversified model portfolios.

Matthew Pope is an investment advisor representative at Latitude Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWN Securities, Inc. since 2009. In addition to his advisory role, he owns an accounting and tax business and is an independent insurance agent. Latitude Advisors serves individual and business clients, providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Gary Hirschberg is a financial advisor at Aaron Wealth Advisors with 19 years of industry experience. He holds a Series 66 designation and previously worked at Goldman, Sachs & Co. for 12 years before joining Aaron Wealth Advisors in 2018. Hirschberg serves on the Board of Directors and Finance Committee of International Hillel and is a member of the investment committee of the Indianapolis Museum of Art, both nonprofit organizations. Aaron Wealth Advisors serves high-net-worth and institutional clients, including business owners, entrepreneurs, and multi-generational families. The firm provides discretionary and non-discretionary portfolio management and standalone financial consulting, utilizing an outsourced platform to access third-party managers while maintaining client advisory relationships.

Nicholas Winter is a CFP® with two years of industry experience, currently serving as a financial advisor at Bartlett & Co. Wealth Management LLC in Chicago, IL. His prior roles include positions at W&S Brokerage Services, Western & Southern Life, and the University of Cincinnati. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and a range of institutional clients, providing discretionary wealth management and comprehensive financial planning with an emphasis on diversified asset allocation and relative-value fixed income analysis. The firm is part of the Focus Financial Partners network and offers access to affiliate and third-party solutions alongside its investment management services.

Andrew Sezonov is a financial advisor at HighPoint Planning Partners with two years of industry experience. He holds a Series 65 designation and has worked at LPL Financial and HighPoint Advisor Group, LLC. Prior to his advisory roles, he was employed at Wheaton Academy. 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 provides discretionary asset management, financial planning, retirement plan advisory, and consulting services, utilizing a personalized investment process that incorporates fundamental analysis and diverse asset allocations.

Walter Nystrom is a financial advisor at A.G.P. / Alliance Global Partners with Series 63 and Series 66 licenses and three years of industry experience. He previously worked at The Vanguard Group, Inc. from 2020 to 2023 and has held positions outside the financial sector, including roles at Empire Machine and Workout Anytime. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm offers a range of portfolio management and financial planning services, with a notable emphasis on international investing via its EPC Advisors Group division.

Thomas Flaig is a CFA® charterholder with 20 years of industry experience. He has worked at Chicago Partners Investment Group LLC since 2024 and previously spent 25 years at Borthwick Associates and six years at Legacy Asset Management. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, not-for-profit plans, endowments, and corporations, among others. The firm employs a long-term, diversified, asset-allocation approach that combines fundamental analysis with quantitative optimization across various investment strategies and vehicles.

Gavin Bolanos is an advisor at VestGen Advisors, LLC based in Chicago, IL. He holds a Series 66 designation and has worked in the financial industry since 2025. Prior to joining VestGen, he held roles in private client services and wealth management and has experience in educational settings. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm uses a combination of advisor-level client relationship management and centralized portfolio construction, serving a diverse client base that includes other investment advisers, institutions, and government entities.

Brian Monahan is a financial advisor with Northern Trust Securities, Inc. in Chicago, IL, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with Northern Trust Securities since 2016. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that provides discretionary portfolio management to high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven investment solutions through Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs delivered via the Fidelity Managed Account Xchange platform, combining advisory, brokerage, and custody services.

Davis Baker is a financial advisor at HighPoint Planning Partners with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including LPL Financial LLC, Cambridge Investment Research, and The Ameriflex Group. Outside of advising, he is also an independent insurance agent. HighPoint Advisor Group 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 sponsors a wrap-fee program, implementing portfolios through fundamental analysis and a variety of investment vehicles.

Philip Johnston is a CFP®-designated financial advisor at The Mather Group, LLC with six years of industry experience. He has previously worked at ShankerValleau Wealth Advisors and Focus Financial, as well as held various roles with the University of Illinois and its Foundation. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by offering integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customizable portfolios and incorporates third-party AI tools alongside human oversight in its processes.

Timothy Feldheim is a financial advisor with IHT Wealth Management LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His career includes roles at Sheridan Road Financial, Independent Financial Partners, and LPL Financial. Outside of his advisory work, he coaches high school football at Loyola Academy. IHT Wealth Management serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools in diversified model portfolios, and offers discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Charles Mccormick is a financial advisor at Hilltop Securities Inc. in Chicago, IL, holding Series 63 and Series 66 licenses with two years of industry experience. His background includes roles at Hilltop Securities Asset Management and Broski Fence, as well as 16 years in primary and secondary education. Hilltop Securities serves individual and institutional clients with a range of advisory and broker-dealer services, offering managed accounts, financial planning, and retirement-plan consulting on an open-architecture platform that combines third-party and firm-sponsored investment strategies.

Tony Kozaili is a financial advisor at JMG Financial Group Ltd with seven years of industry experience. He holds a Series 65 designation and previously worked at KPMG LLP for seven years before joining JMG Financial Group. JMG Financial Group serves individuals, trusts, retirement plans, business entities, and charitable organizations with comprehensive wealth and portfolio management, tax consulting, and private investment fund advisory services. The firm follows a planning-based, long-term investment approach emphasizing strategic asset allocation and employs a variety of investment vehicles, including ETFs, mutual funds, equities, fixed income, and alternative investments.

Paul Knier is a financial advisor with CL Wealth Management LLC in Big Lake, MN, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with CL Wealth Management since 2011 and also works with Cabot Lodge Securities. Outside of his advisory roles, Knier serves as the mayor of Big Lake, MN. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, and client education, tailoring investment strategies through fundamental and technical analysis with a focus on both discretionary and non-discretionary management.

Neil Peplinski is a financial advisor at Kingsview Wealth Management, LLC in Chicago, IL, holding a Series 65 designation with 21 years of industry experience. His prior roles include positions at Cedar Capital Advisors, LLC and Good Harbor Financial. Kingsview Wealth Management is a multi-advisor firm providing wealth management and financial planning services to individuals, retirement plans, endowments, trusts, and municipal clients. The firm combines in-house investment strategies with third-party managers and offers access to alternative investments through various platforms.

Connie Johnson is a CFA® charterholder with two years of industry experience. She is currently with Bartlett & Co. Wealth Management LLC and previously worked at The Colony Group, Kabouter Management LLC, Aon, and NWQ Investment Management/Nuveen. Bartlett & Co. Wealth Management serves high-net-worth individuals and families, foundations, endowments, and institutional clients with discretionary wealth and portfolio management, financial planning, and consulting. The firm employs an active, client-specific investment approach emphasizing diversification and relative-value fixed income strategies, and is affiliated with the Focus Financial Partners network.

Sara Berkowicz is a CFP® with 24 years of experience, currently serving at Lifemark Securities Corp. since 2009. She is also an independent insurance agent and the founder of Can I Keep The House, Inc., a financial planning and divorce mediation firm. Since 2020, Berkowicz has been a faculty member at The College for Financial Planning, where she teaches and publishes research. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily for individual investors and retirement plan sponsors, offering tailored, suitability-driven advice with a range of managed account programs and consulting services.

Nicholas Armbrust is a financial advisor at OnePoint BFG Wealth Partners with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company and UBS Maltby Ludington Nelson Group. He has also worked with Kevin Spahn since 2023. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse clientele, including individuals, business entities, retirement plans, and charitable organizations. The firm employs a range of portfolio management strategies and incorporates technology and operational outsourcing to support its service model.

Peter Steigerwald is a financial advisor at Chicago Partners Investment Group LLC with two years of industry experience. He holds a Series 65 designation and has prior work experience at Eddie Bauer, the Office of State Planning and Budgeting for the State of Colorado, and the University of Notre Dame. Chicago Partners Investment Group LLC advises a diverse client base, including individuals, trusts, nonprofits, endowments, and corporations, offering portfolio management, financial planning, retirement services, and family-office reporting. The firm employs a long-term, diversified investment approach and sponsors affiliated pooled investment vehicles, serving both private fund clients and insurance companies.