Alex Helms is a financial advisor with IHT Wealth Management LLC in Chicago, IL, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. His prior roles include positions at LPL Financial, Wells Fargo Clearing Services, J.P. Morgan Securities, Northwestern Mutual, and Fidelity Investments. Outside of his advisory work, he is licensed as a non-variable insurance agent. IHT Wealth Management serves individual, corporate, and institutional clients, offering discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm employs a systematic investment process that includes fundamental value screening, quantitative optimization, and tax-aware strategies, managing nearly $9.8 billion in assets through a large network of investment adviser representatives.

Joseph Cheff is a financial advisor at Waverly Advisors, LLC in Chicago, IL, holding a Series 65 credential with one year of industry experience. Prior to joining Waverly Advisors in 2025, he worked for nine years at Promus Holdings. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations, serving both non-HNW and high net worth clients.

Christy Pedersen is a financial advisor at JMG Financial Group Ltd with 17 years of industry experience. She holds the CFP® and CFA® designations and has previously worked at Rockefeller & Co and Whitnell & Co. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, offering comprehensive wealth and portfolio management along with tax consulting and private investment fund advice. The firm employs a planning-based, long-term investment approach with strategic asset allocation complemented by tactical shifts reviewed by an investment committee.

Richard Doppelt is a financial advisor at Brownson, Rehmus & Foxworth, Inc. in Chicago, IL, holding a Series 65 license with 26 years of industry experience. He has been with Brownson, Rehmus & Foxworth since 1999. Brownson, Rehmus & Foxworth provides personalized, fee-only financial counseling and non-discretionary investment advisory services to individuals, families, trusts, estates, private foundations, qualified retirement plans, and senior corporate executives. The firm emphasizes customized long-term asset allocation and diversification strategies with a focus on client authorization for all trades.

Yussef Gheriani is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and having 10 years of industry experience. He has been with IHT Wealth Management since 2016 and is also associated with LPL Financial since 2015. 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 blended investment approach combining fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA consulting through a network of approximately 153 advisors.

Robert Lopez is a CFP® and holds a Series 66 license, with nine years of industry experience. He currently works at Advisory Services Network and previously was employed at JP Morgan Securities LLC and Merrill. He is the owner of RL Wealth LLC, a service company unrelated to investment activities. Advisory Services Network is a large multi-team firm that provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent advisers. The firm offers a range of portfolio management and consulting services employing diverse investment strategies and flexible engagement models.

Matthew Grubb is a CFP® with 22 years of industry experience, currently serving at JMG Financial Group Ltd since 2006. He is based in Downers Grove, IL. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, offering comprehensive wealth management, portfolio management, and consulting services. The firm employs a planning-based, long-term investment approach with a focus on strategic asset allocation and utilizes a variety of investment vehicles, including ETFs, mutual funds, individual equities, and private investments.

Edward Kipp is a financial advisor at Zacks Investment Management, Inc. in Chicago, IL, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Zacks Investment Management since 2017. 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 stock-ranking system focused on earnings-estimate revisions and offers a wide range of strategies and investment vehicles, while also serving as a model provider to other advisers and sponsors.

David Mabie is a CFA® charterholder with 32 years of industry experience. He has worked at Chicago Capital, LLC since 2018 and previously spent 25 years at William Blair & Company L.L.C. Outside of his advisory role, he manages Cache Creek Ranch, an agricultural enterprise focused on livestock sales and hunting services, and serves on several nonprofit boards including the Franklin Philanthropic Foundation, Chicago High School for the Arts Foundation, and WTTW/WFMT public broadcasting. Chicago Capital provides discretionary investment management, financial planning, and consulting services to individuals, families, foundations, other registered investment advisers, and corporations. The firm employs active management combining fundamental and technical research to build individualized portfolios across multiple asset classes, overseeing more than $4.8 billion in client assets with a concentrated team of 11 advisors.

Jonathan Rogers is a CFP® professional with 18 years of experience in the financial industry. He has been with Forum Financial Management, LP since 2012. Outside of his advisory role, he is involved in managing a rental property in Downers Grove, Illinois. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, offering model portfolios grounded in Modern Portfolio Theory and primarily implemented with DFA institutional mutual funds and ETFs.

T Buchanan is a financial advisor with Ausdal Financial Partners, Inc. who holds Series 63 and Series 65 licenses and has 34 years of industry experience. Prior to joining Ausdal in 2021, Buchanan worked at Highpoint Advisor Group Dba Safe Harbor Retirement and LPL Financial. He is also the owner of Safe Harbor Retirement Consultants, LLC, where he is involved in insurance sales and wealth management activities. 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 a range of discretionary and non-discretionary portfolio management options.

Benjamin Albrecht is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Curi Capital, LLC. He has been with RMB Capital Management, LLC since 2009. Curi Capital serves individuals, families, institutions, corporations, retirement plan sponsors, charitable organizations, and pooled investment vehicles, offering services such as 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 combining in-house strategies with external managers and proprietary risk analysis.

Debra Schulz is a financial advisor at IHT Wealth Management LLC with 22 years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial, Independent Financial Partners, and 1ST Global Insurance Services. Schulz also provides administrative support to IHT Wealth Management and is involved with Mueller Wealth, a business related to her LPL affiliation. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools to manage diversified portfolios, offering services such as discretionary asset management, financial planning, and ERISA consulting through a network of approximately 153 advisors.

Guy Abbanat is a financial advisor with World Equity Group, Inc. in Schaumburg, Illinois, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with World Equity Group since 2011. 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, estates, charitable organizations, and businesses. The firm offers managed portfolios through its wrap-fee programs, combining discretionary portfolio management, financial planning, and access to third-party money managers.

Erik Faust is a CFP® at JMG Financial Group Ltd with eight years of industry experience. He has worked at JMG Financial Group continuously since 2011. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations, providing comprehensive wealth management, portfolio management, and financial consulting. The firm uses a planning-based, long-term investment approach that includes strategic asset allocation and tactical adjustments approved by an investment committee.

Jim Koliatsis is a CFP® with 27 years of industry experience, currently serving as a financial advisor at IHT Wealth Management LLC since 2017. He has also been associated with LPL Financial since 2007. In addition to his advisory roles, he manages an accounting practice specializing in tax preparation and CPA services. IHT Wealth Management serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporations. The firm employs a blend of fundamental stock selection and quantitative tools to construct diversified model portfolios, offering discretionary asset management, financial planning, and ERISA consulting through a network of over 150 investment adviser representatives.

Anthony Halpin is a Series 65-licensed financial advisor with Chicago Partners Investment Group LLC, where he has worked since 2009. He has 18 years of industry experience and also maintains a role with The Mosaic Financial Group LLC. Chicago Partners Investment Group LLC serves a diverse client base, including individuals, trusts, endowments, and corporations, offering portfolio management, financial planning, retirement services, and family-office reporting. The firm employs a long-term, diversified investment strategy that incorporates fundamental analysis and customized portfolios, and it is notable for sponsoring affiliated pooled investment vehicles and serving private fund clients.

Giuseppe Savino is a financial advisor at IHT Wealth Management LLC with five years of industry experience. He holds the Series 66 designation and has worked with firms including LPL Financial, Bank of America, Merrill Lynch, and UBS Financial Services. IHT Wealth Management serves individual and institutional clients, offering discretionary asset management, financial planning, and ERISA plan consulting. The firm employs a blend of fundamental and quantitative investment strategies, utilizing diversified portfolios that include ETFs, mutual funds, third-party managers, fixed income, and option strategies.

Charles Sherburne is a financial advisor at Zacks Investment Management, Inc. based in Chicago, IL, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Ameriprise Financial Services, Inc. and LBMZ Securities Inc. Zacks Investment Management provides discretionary investment management to individuals, trusts, estates, retirement plans, pooled vehicles, and institutional clients, serving also as portfolio manager to mutual funds and ETFs. The firm employs a proprietary quantitative and qualitative investment process across diverse strategies and sponsors its own wrap-fee programs while managing affiliated mutual funds and ETFs.

Elijah Pinkevich is a CFP® credentialed financial advisor at LaSalle St. Investment Advisors, L.L.C. with one year of industry experience. His prior roles include positions at Streamline Financial Services and Capstone Financial Advisors. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to a range of clients including individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs and emphasizes a predominance of non-discretionary assets under management.