Thomas Wiscomb is the sole managing member of Northpoint Advisory LLC, an independent firm based in Wilmette, IL. He holds Series 63 and Series 65 designations and has 19 years of industry experience. He has worked with XMS Capital Partners since 2010 in addition to his role at Northpoint Advisory, which he has been with since 2008. Northpoint Advisory serves individuals, high-net-worth families, trusts, estates, charitable organizations, corporations, and institutional clients with investment management and select financial planning services. The firm employs a core/satellite investment approach emphasizing principal protection, diversification, liquidity, and tax efficiency, incorporating alternative strategies when appropriate.

Basil Alsikafi is the sole advisor at White Brook Capital, an independent firm based in Winnetka, IL. He holds a Series 65 designation and has nine years of industry experience, including ten years with White Brook Capital. White Brook Capital provides discretionary portfolio management through separately managed accounts and model portfolios for high-net-worth individuals, trusts, estates, and other entities such as pensions and foundations. The firm employs a primarily bottom-up, value-oriented investment approach combined with top-down industry assessment and applies socially responsible exclusions across all strategies.

Richard Smith is the founder, CEO, and Chief Investment Officer of SRC Capital Management in Chicago, IL. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Smith has held teaching positions at several universities, including DeVry University, Southern New Hampshire University, Chicago Public School District 299, Argosy University, and University of Phoenix. SRC Capital Management provides investment and wealth management services to individual investors as well as corporate, public, and private entities. The firm focuses on separately managed accounts with a fundamental, bottom-up research approach targeting mid- and large-cap equities, emphasizing low turnover and long-term portfolio construction.

Walter Ebner is the principal of Echo Prudent Capital LLC and holds Series 63 and Series 65 licenses with 26 years of industry experience. He previously worked at BMO Capital Markets Corp., BMO Nesbitt Burns Corp., and Bank of Montreal for 24 years. He is the founder and a board member of Cancer Calculus NFP, a nonprofit organization that assists cancer patients with economic decision-making. Echo Prudent Capital LLC provides discretionary and non-discretionary investment advisory services and financial planning to individuals, high-net-worth clients, and nonprofit organizations. The firm utilizes a range of analytical methods to build tailored portfolios and serves a concentrated client base, including charitable organizations.

Wander Cedano is a financial advisor at Golden Foundation Advisors with a Series 65 credential. He is based in Chicago, IL. Golden Foundation Advisors is a fee-only registered investment adviser that serves individual and high-net-worth clients with ongoing financial planning and portfolio management. The firm emphasizes asset allocation and primarily passive strategies using mutual funds and ETFs, providing fixed-fee financial planning combined with direct portfolio management tailored to clients’ goals and risk tolerance.

Julia Zakarias is a CFP® with 20 years of industry experience and serves as the sole advisor at Genfi LLC in Chicago, IL. She has worked at Generations Family & Fiduciary Services LLC since 2011. Zakarias is also a Certified Public Accountant and provides tax compliance and limited accounting services through her affiliated tax practice, Genfi Tax. Genfi LLC serves family groups, individuals including high-net-worth and corporate executives, trusts, corporations, retirement plans, and tax-exempt entities, offering integrated investment advisory and comprehensive wealth-planning services. The firm provides tailored investment advice and implements recommendations using a range of securities and managers, with additional family-office and investment consulting services.

Joseph Vu is a CFA charterholder and the sole advisor at VU Financial Services, Inc., with 17 years of industry experience. He has been a full-time associate professor of finance at DePaul University since 1988, teaching MBA and undergraduate courses and conducting academic research. Additionally, he teaches CFA review classes at Becker, a division of DeVry Corporation. VU Financial Services is a single-advisor registered investment adviser that manages customized portfolios for a limited number of clients, including individuals and a broad range of institutional and corporate clients. The firm uses academically informed, quantitative methods and routinely incorporates stock options overlays to tailor portfolios to clients' specific needs.

Brian Wolf is the sole advisor at Bright Lantern Financial LLC in Chicago, IL, where he has worked since 2011. He holds a Series 65 designation and has 14 years of industry experience. Bright Lantern Financial LLC is a fee-only registered investment adviser serving individual clients with discretionary portfolio management and standalone financial planning. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, focusing on broad diversification with low-cost index funds and ETFs, cost management, and tax-efficient strategies.

Shreekkanth Viswanathan is a CFA® charterholder and holds the Series 66 designation with nine years of industry experience. He has been with SVN Capital, LLC since its founding in 2018, following three years at Keeley Asset Management. SVN Capital, LLC is a state-registered investment adviser serving individual and institutional clients with discretionary portfolio management, including separately managed accounts and a pooled private fund. The firm employs a bottom-up, fundamental value-investing approach focused on a concentrated portfolio and long-term horizon, managing approximately $14.3 million in discretionary assets.

Michael Chrisler is a financial advisor with MJC Financial Fitness LLC in Chicago, IL, holding a Series 65 designation and 16 years of industry experience. He founded MJC Financial Fitness, formerly known as Flex Financial Coaching, in 2019 after 14 years with Envestnet Asset Management. MJC Financial Fitness provides financial planning and investment management services to individual clients through a "Holistic Financial Fitness" approach. The firm offers comprehensive planning analyses and ongoing portfolio supervision tailored to client goals, utilizing fundamental analysis alongside third-party managers and digital platforms.

Sobhi Baghdadi is a CFP® professional with eight years of industry experience. He is the principal advisor at Haland Wealth Management in Chicago, IL. Prior to founding his current firm, Baghdadi worked at Savant Wealth Management and other financial firms. He also owns Seventwotwentythree LLC - Haland Financial LLC, through which he provides financial coaching and conducts general financial seminars and videos. Haland Wealth Management is a fee-only registered investment adviser serving both plan sponsors and individual clients. The firm offers investment management, financial planning, and retirement-plan consulting, employing a portfolio-construction approach based on Modern Portfolio Theory that incorporates both passive and active strategies.

Nauman Bhatti is a financial advisor at Old Forge Advisors in Chicago, IL, holding a Series 65 designation with over a decade of industry experience, including twelve years at Bank of America. He currently serves as a director of the Traffic Club of Chicago, an organization focused on transportation business advocacy. Old Forge Advisors provides discretionary investment management and qualified plan consulting to individuals, families, trusts, businesses, charities, and retirement plans. The firm employs a strategic asset-allocation framework supported by various analytical approaches and offers comprehensive plan-level services such as investment policy statements and performance monitoring.

Keesha Tyler is a CFP® professional with 12 years of industry experience, operating under her own firm, Keesha Tyler LLC, since 2018. She also co-manages Tyler Financial Group LLC, where she provides business accounting, tax preparation, and consulting services. Keesha Tyler LLC offers financial planning services to individuals and high-net-worth clients, focusing on retirement, tax and estate planning, cash-flow and debt management, business planning, and investment analysis. The firm employs a primarily passive investment approach using index mutual funds and ETFs and provides various engagement options without taking custody of client assets.

Kevin Andersen is the principal of K.W. Andersen Investment Group, LLC in Chicago, IL, with 12 years of industry experience. He holds the Series 66 designation and has previously worked at William Blair & Co LLC and Robert W Baird & Co. In addition to his advisory role, Andersen works as a commercial airline pilot for Delta Airlines. K.W. Andersen Investment Group, LLC provides financial planning, investment consultation, portfolio management, and business consultation to individuals, including high net worth clients, and small businesses. The firm employs a diversified investment approach combining fundamental analysis, core-plus-satellite strategies, and elements of modern portfolio theory to create tax-efficient, customized portfolios managed predominantly on a discretionary basis.

Lisa Dieter is a financial advisor at EmberHouse, LLC with 22 years of industry experience. She has held roles at Morgan Stanley and Morgan Stanley Private Bank prior to joining EmberHouse in 2017. Ms. Dieter holds Series 63 and Series 65 licenses. EmberHouse serves individual and high-net-worth clients, retirement plans, trusts, charitable organizations, and small businesses. The firm provides discretionary asset management, bundled financial planning as part of asset management, and ERISA retirement-plan advisory services, using a range of analytical approaches and instruments tailored to client goals and risk profiles.

Nancy Doyle is a CFA® charterholder with one year of industry experience, currently serving as the sole advisor at Manage Your Financial Life in Northfield, IL. She has been associated with The Doyle Group, LLC since 2003. Manage Your Financial Life is an independent, fee-only advisory firm that provides financial consulting and planning to individuals and high-net-worth clients. The firm offers collaborative, hourly-based planning engagements, blending traditional investment analysis with financial therapy, and does not provide discretionary portfolio management or custody of client assets.

Thomas Foertsch is the sole advisor and managing member of Volsurface Capital Management, LLC, with 10 years of industry experience. He holds a Series 65 license and has prior experience at Dairyfunds, LLC and Exchange Capital Resources, where he serves as CEO of a consulting firm specializing in business strategy and operations. In addition to his advisory role, Mr. Foertsch holds a realtor license associated with Berkshire Hathaway Home Service. Volsurface Capital Management provides separately managed accounts focused on market-neutral, relative-value volatility strategies using listed index derivatives. The firm serves high-net-worth individuals and institutional clients, employing proprietary models to identify pricing dislocations in S&P 500 and U.S. Treasury index options while maintaining risk controls and tail-risk protection.

Holistic financial planning for creatives, freelancers, small business owners, and independent thinkers. Indie Financial Planning is a woman-run, fee only financial planning firm with a background in arts and entertainment. We are licensed in Illinois and California. Before becoming a CFP® Professional, I spent over 20 years working in the independent music industry. I have a unique awareness of the challenges facing artists, creatives, or anyone looking to build a career or business not tied to a traditional 9-5 position. IFP caters to self-employed entrepreneurs or anyone looking to plan for a future on their own terms. I founded IFP as an alternative to a financial industry widely viewed as only serving the very wealthy. There are no investment minimums to work with IFP. We are an independent resource ready to partner with you when you are ready to take control of your financial life. Whatever your planning needs – from investments to budgeting – IFP will consider the many moving parts of your situation and work with you to build a plan based on trust. We focus on holistic planning and helping to educate you, so you are better positioned to achieve your goals. We treat planning as a partnership. We provide you with the tools and knowledge to take control of your finances. We offer advice and expertise to answer your questions and pursue your goals. Investment management and ongoing planning allows us to create a roadmap with clients and travel that path with them adjusting to changes along the way. After graduating from Pomona College with degrees in Economics and French, I moved from California to Boston for a change of scenery. There, I began working in a record store and eventually moved into sales and distribution for a small independent record label. I continued working in independent music when I moved to Chicago including 16 years as Head of Sales and Distribution for Touch and Go Records. When I left the music industry in 2009, I saw an opportunity to offer financial planning and investment advice to the many talented and creative folks in my circle of friends and others like them. Outside of work, I have a soft spot for animals including my 2 cats and 2 dogs all rescued from Chicago area rescues. The dogs arrived at the house as 2-week-old puppies along with their mama dog and 7 siblings during the 2020 Covid pandemic. If the pets give me the I still enjoy seeing live music and enjoy the many venues around Chicago.

William Ake is a financial advisor at Van Ake Capital LLC with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Van Ake Capital since 2017, following positions at Western International Securities, Inc. and Fort Sheridan Advisors. Van Ake Capital LLC provides fee-based portfolio management services to individuals, high-net-worth clients, trusts, and small business entities. The firm manages approximately $23 million across a limited number of client relationships, offering personalized asset management and employing a combination of fundamental and technical analysis alongside option strategies when appropriate.

John Mayer is a financial advisor at Invest Capital LLC in Chicago, holding Series 63 and Series 66 licenses with 35 years of industry experience. He previously worked at Stifel, Nicolaus & Company, Incorporated for 10 years before founding his sole proprietorship and joining Invest Capital in 2018. Outside of finance, he provides transportation services through an affiliation with Uber Technologies, Inc. Invest Capital provides investment management, financial planning, and retirement-plan advisory services to individual and high-net-worth clients, as well as ERISA-qualified plans. The firm employs a variety of analytical methods and offers tailored strategies, including both discretionary and non-discretionary authority, alongside public educational seminars and workshops.