Timothy Woods is a financial advisor with VestGen Advisors, LLC in Chicago, IL, holding a Series 66 designation and 22 years of industry experience. His background includes roles at William Blair, Cabot Lodge Securities, CL Wealth Management, Wentworth Management Services, and Hightower Advisors. He also serves as Chief Compliance Officer and Chief Legal Officer for related VestGen entities. 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 through discretionary and non-discretionary investment management, financial planning, and retirement plan services, utilizing a blend of analytical methods and third-party managers to implement portfolios.

Nathaniel Coleman is a financial advisor at Brownson, Rehmus & Foxworth, Inc. with four years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Ernst & Young LLP and Fsc. Outside of finance, he owns a custom art business where he creates paintings and drawings for commission. Brownson, Rehmus & Foxworth, Inc. provides personalized, fee-only financial counseling and non-discretionary investment advisory services to high-net-worth individuals, families, and institutional clients. The firm emphasizes customized long-term asset allocation with a focus on diversification and client-directed trade execution.

Tracy Martin Jr. is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, holding a Series 65 credential with six years of industry experience. He has been with Zacks Investment Management since 2015, with a brief tenure at Morgan Stanley in 2018. Zacks Investment Management provides discretionary portfolio management to a diverse client base including individuals, trusts, retirement plans, and institutional investors. The firm employs a proprietary investment process centered on earnings-estimate revisions and offers a range of strategies and investment vehicles, serving both direct clients and third-party advisers.

Henry Burke is a financial advisor at Curi Capital, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Wells Fargo, and Mass Mutual. His background also includes time at the University of Michigan - Stephen M. Ross School of Business. Curi Capital serves individuals and families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental, bottom-up investment approach for equities and a relative-value strategy for fixed income, combining in-house and external managers to provide wealth management, asset management, retirement plan solutions, and family office services.

Matthew Kennedy is a financial advisor at The Mather Group, LLC in Chicago, IL, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Evergreen Gavekal and Seattle Boat Company. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and provides customization options such as direct indexing and ESG factor portfolios.

Christopher Fallon is a financial advisor at Centennial Securities Company, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has worked at Claymore Securities, Inc. since 2010 and joined Centennial Securities in 2025. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets with around 30 advisors. The firm serves individuals, trusts and estates, retirement plan sponsors, foundations, and business entities, offering discretionary and non-discretionary investment management, financial planning, and access to third-party manager programs.

Charles Brey is a CFP® professional with 10 years of industry experience. He is currently with Curi Capital, LLC and has been associated with RMB Capital Management since 2014. Curi Capital serves a diverse client base including individuals, families, institutions, corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental investment approach for equities and a relative-value strategy for fixed income, combining in-house and external management with proprietary risk analysis tools.

Nick Moylan is a financial advisor at FourStar Wealth Advisors, LLC in Chicago, IL, holding a Series 66 designation with 13 years of industry experience. His prior roles include positions at JP Morgan Securities, JP Morgan Chase Bank, Great Lakes & Atlantic Wealth Managers and Advisory, Hayden Royal, and Morgan Stanley. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs both fundamental and technical analysis to manage client assets across a variety of investment vehicles, including mutual funds, ETFs, individual securities, options, and third-party managers, with portfolios tailored to risk tolerance and time horizon.

Jeffrey Doblin is a CFP® and CFA® with eight years of industry experience, currently serving as a financial advisor at Forum Financial Management, LP. He has been with Forum Financial Management since 2017, with prior experience at Bourbon Financial Management and Wedbush Futures. Outside of his advisory role, he is involved in freelance writing and supports the Wilmette Park Districts through the Ouilmette Foundation. 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, implementing portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Narsai Toma is a financial advisor with Northern Trust Securities, Inc. He holds a Series 66 designation and has eight years of industry experience, including prior roles at Merrill and Northeastern Illinois University. He is based in Chicago, IL. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that provides discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients with portfolios that include proprietary and third-party products, combining advisory, brokerage, and custody services.

Bradley Kmetz is a financial advisor with Ausdal Financial Partners, Inc. He holds Series 63 and Series 65 credentials and has 13 years of industry experience. Prior to joining Ausdal in 2024, he worked at Signature Financial Services, Ltd and First Heartland Capital Inc from 2015 to 2024 and has operated Kmetz Financial Group since 2017, providing full-service accounting and tax preparation. Kmetz also serves as treasurer for the Willowbrook Burr Ridge Chamber of Commerce. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion across more than 16,000 clients. The firm offers a range of investment advisory services with strategies tailored at the advisor level, integrating multiple custodians and third-party money managers within its multi-team platform.

Mark Strefner is a financial advisor with World Equity Group, Inc. in Oakbrook Terrace, IL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with World Equity Group since 2008 and also holds longstanding roles with AIG American General Life Insurance Company and American General Securities Incorporated since 2002. Outside of his advisory work, he is involved as a principal and consultant in a life insurance distribution group and serves as a benefits consultant for a nonprofit association in the commercial cleaning industry. World Equity Group, Inc. provides fee-based investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, and business entities. The firm offers managed portfolios through wrap-fee programs that combine discretionary portfolio management, financial planning, and access to third-party money managers, with an investment approach guided by risk tolerance and ongoing account reviews.

Paul Berghoff Jr. is a financial advisor with Centennial Securities Company, Inc. He holds Series 63 and Series 66 designations and has 30 years of industry experience. His career includes over 10 years with Centennial Securities and ongoing involvement with Berghoff & Company, Inc., where he also serves as president. Outside of financial advising, he operates Season Seats LLC, which provides client entertainment and travel experiences. Centennial Securities Company, Inc. offers discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, and various institutional entities. The firm’s investment approach combines fundamental and technical analysis with tailored portfolios using proprietary and third-party models, serving a diverse client base including corporate pension plans and foundations.

Orlando Ochoa is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and 23 years of industry experience. He has been affiliated with IHT Wealth Management, LPL Financial, and Lpl Insurance Associates 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 to manage diversified model portfolios and offers a range of investment strategies including discretionary asset management and financial planning through a network of 153 advisors.

Ted Berman is a financial advisor with Ausdal Financial Partners, Inc. in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Ausdal since 2009. Outside of his advisory role, Berman is involved in advanced tax planning and business consulting through an LLC he owns, and he also manages healthcare software licenses related to chronic care management systems. 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 about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, implementing strategies across a range of asset types with both discretionary and non-discretionary management.

Belinda Lusk is a financial advisor at Compass Financial Management LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Halo Securities LLC, Sentinus, LLC, and Ausdal Financial Partners, Inc. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm offers discretionary portfolio management and retirement plan consulting, utilizing a multi-disciplinary investment process across various asset classes.

James Ogara is a financial advisor at Chicago Partners Investment Group LLC with 11 years of industry experience. He has been with Chicago Partners Wealth Advisors since 2014. Ogara holds Series 63 and Series 65 designations. Chicago Partners Investment Group LLC serves a diverse client base, including individuals, trusts, not-for-profits, endowments, and corporations. The firm employs a long-term, diversified investment approach and offers customized portfolio management, financial planning, retirement services, and an automated advisory program.

Tyler Boland is a financial advisor at Mutual of Omaha Investor Services, Inc. with two years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Northwestern Mutual and Comey and Shepherd. In addition to advising, he is licensed as an insurance agent specializing in life, health, annuities, and other insurance products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money management, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet and Pershing platforms, serving a broad range of clients including both non-high-net-worth and high-net-worth investors.

Peter Murray is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Forvis Mazars Wealth Advisors, LLC and has prior experience at Northwestern Mutual and National Gift Card, among others. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm manages approximately $12 billion in assets, providing financial planning, investment management, and retirement plan consulting, with an investment approach based on committee-approved portfolios and discretionary mandates.

Christopher Tate is a CFA® charterholder at Curi Capital, LLC with one year of industry experience. He previously worked at Morningstar, Deloitte, and CBS Financial. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, employer retirement plans, institutions, mutual funds, private funds, and family offices. The firm employs a long-term, fundamental investment approach focused on equities and fixed income and offers a variety of services including wealth management, retirement plan solutions, and specialized products for medical professionals.