Walter Ebner

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.

Edgardo Navarro is a financial advisor at Navarro Asset Management, LLC with three years of industry experience. He holds a Series 65 designation and has been managing investments at Navarro Asset Management since 2022. Navarro is also the Managing Director of Kocoon Investments, LLC, a family investment entity he has been involved with since 2014. Navarro Asset Management serves individuals, including high net worth clients, as well as trusts and estates, providing discretionary and non-discretionary investment management along with financial planning and consulting. The firm employs a diversified investment approach using mutual funds, ETFs, equities, bonds, options strategies, and private funds, and incorporates fundamental, technical, and charting analysis methods.

Michael Akinosho is the principal advisor at MOA Advisory & Financial Services Co. He holds a Series 65 designation and has five years of industry experience. Prior to his current role, he held positions at Engooden Health Inc. and Global View Capital Management, Ltd. In addition to his advisory work, he serves as Manager of Technical Accounting for the American Medical Association, overseeing financial reporting and budgeting for over 240 physicians and medical students. MOA Advisory & Financial Services Co is a state-registered investment adviser that provides discretionary portfolio management and financial planning to individuals, families, trusts, estates, pension and profit-sharing plans, pooled investment vehicles, and small businesses. The firm integrates a long-term core asset-allocation approach with technically based, rule-driven strategies, and maintains an in-house tax and accounting practice offering tax preparation and planning services alongside its advisory work.

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.

Curtis Bergquist is a CFP® with 49 years of industry experience and is the sole advisor at Ameribanc Corporation in Hoffman Estates, IL. He has been associated with Ausdal Financial Partners, Inc. since 2009. Outside of his advisory role, he is the owner of Ameribanc, where he engages in asset management. Ameribanc provides investment advisory and financial planning services to individuals and families, primarily through its Capital Management Service (CMS), which incorporates market-timing signals and a combination of fundamental and technical analysis to manage risk and adjust portfolio exposure.