Thomas Vislisel is a CFP® professional with 27 years of experience in the financial services industry. He is currently with HighPoint Planning Partners and previously worked for Vantage Financial Partners Limited for 20 years. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $4.0 billion in client assets and employs fundamental analysis to create individualized investment policies across various asset classes and managed solutions.

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 with Capital Analysts in Lombard, Illinois, holding Series 63 and Series 65 registrations and bringing 26 years of industry experience. He has worked with Lincoln Investment Planning, Inc. for 20 years. Outside of his advisory role, he is a member of a ski and snowboard rental, tuning, and delivery business. Capital Analysts serves a broad client base including individuals, retirement plans, trusts, foundations, and corporate clients, providing both discretionary and non-discretionary portfolio management. The firm employs an in-house investment management team that oversees model portfolios using a proprietary mutual-fund screening process and offers a variety of advisory services, including custom portfolios and ERISA retirement plan advice.

Peter Aldworth is a financial advisor at HighPoint Planning Partners with 11 years of industry experience. He holds the Series 66 designation and has been with HighPoint Advisor Group since 2015. Prior to that, he worked at LPL Financial starting in 2013. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $4.0 billion in client assets and employs a fundamental analysis approach to construct individualized investment policies across various asset classes.

Martin Dolph is a financial advisor with Foundations Investment Advisors LLC in Woodridge, IL. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. Since 2016, he has also been involved with American Senior Benefits as a sales manager and independent insurance agent. Foundations Investment Advisors is a multi-advisor registered investment firm managing approximately $10.1 billion for over 29,600 clients. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services, serving individuals, trusts, estates, and registered investment companies through a network of nearly 300 investment adviser 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 in Chicago, IL, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Fidelity Investments, and Massachusetts Mutual Life Insurance Co. He is also involved with Private Client Services, a FINRA-registered broker-dealer. 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, offering discretionary and non-discretionary investment management, financial planning, wrap-fee programs, and retirement plan services using a combination of analytical methods and third-party managers.

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® professional with 13 years of industry experience, currently serving as a financial advisor at JMG Financial Group, Ltd. She has worked at JMG Financial Group since 2021 and previously spent eight years with MPS LORIA Financial Planners, LLC and Loria Financial Group LLC. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities with discretionary investment management, financial advisory, retirement plan consulting, and tax consulting services. The firm manages approximately $6.36 billion in assets with a strategic asset allocation approach overseen by an investment committee, employing a variety of investment vehicles and offering both fee-only portfolio management and combined advisory arrangements.

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.

Steven Nivens is a CFP® professional with 37 years of experience in the financial services industry. He has been with Ausdal Financial Partners, Inc. since 2011. In addition to his advisory role, he is involved in outside insurance sales, including fixed life, health, and disability insurance, and provides referrals for Medicare and travel insurance products. 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, utilizing both discretionary and non-discretionary strategies across a range of investment products.

Frank Diebold Jr. is a financial advisor with Avantax Planning Partners, Inc. He holds a Series 65 designation and has 27 years of industry experience. Prior to joining Avantax, he worked for Honkamp Krueger Financial Services for 21 years and has been associated with Diebold & Associates since 1978. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm operates primarily through a network of CPA firms and advisor representatives, managing approximately $7.57 billion in assets as of December 31, 2025.

Matthew Schilling is a financial advisor at Northern Trust Securities, Inc. with nine years of industry experience. He has previously worked at Morgan Stanley, Bank of America, Merrill, and TD Ameritrade. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that offers discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients, providing Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs via the Fidelity Managed Account Xchange platform.

Laura Cuber is a CFP® professional with eight years of industry experience. She currently works at Bartlett & Co. Wealth Management LLC and previously held positions at Mercer Global Advisors and Kanaly Trust Services. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and a variety of institutional clients, providing discretionary wealth management and comprehensive financial planning. The firm emphasizes diversified asset allocation and relative-value analysis for fixed income, utilizing mutual funds, ETFs, and third-party platforms while offering access to affiliate and intermediary services through its integration with the Focus Financial Partners network.

Katherine Ozog is a CFP® with 18 years of industry experience, currently serving at Curi Capital, LLC. She has been with RMB Capital Management, LLC since 2010. Curi Capital serves individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental investment approach and manages approximately $9.83 billion across various account types, combining in-house strategies with external managers and proprietary risk analysis tools.

Donald Bechter is a CFA® charterholder with 14 years of industry experience, currently serving at Curi Capital, LLC. He has worked at RMB Capital Management since 2011. Outside of his advisory role, he is an investor in several private equity and real estate loan funds. Curi Capital serves individuals, families, institutions, and other clients through 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 across equity and fixed income strategies, combining in-house and external management resources.

Evan Kasal is a financial advisor at Fourstar Wealth Advisors, LLC based in Chicago, IL. He holds a Series 65 designation and has been in the industry since 2023. Prior to joining Fourstar Wealth Advisors in 2024, he worked at The Power Company and NielsenIQ. Fourstar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides financial planning, discretionary portfolio management, and retirement-plan consulting, using a mix of fundamental and technical analysis to tailor portfolios across various asset types.

Kenneth Valentino is a financial advisor with WORLD EQUITY GROUP, Inc., holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been affiliated with Patriot Capital Services, Inc., Patriot Capital Management, Inc., and World Equity Group, Inc. since 2004-2005. Outside of his advisory work, he serves as Vice President of Business Development for International Pure Water, a company that manufactures and sells water filtration products, and owns an outdoor marijuana growing business in Michigan. World Equity Group provides investment advisory and brokerage services to individual and high-net-worth clients, business entities, non-profit organizations, and financial institutions. The firm employs a combination of model-based and customized investment approaches, offering portfolio management, financial planning, and access to third-party managers.