Mark Holden is a CFP® with 16 years of experience in the financial services industry. He is currently with Vestor Capital, LLC, where he has worked since 2021. Prior to this, he held positions at TD Ameritrade, Inc. and Thinkorswim Inc. Vestor Capital, LLC provides investment and wealth management, portfolio management, and financial planning services to individuals, not-for-profit organizations, foundations, and qualified retirement plans. The firm utilizes an Investment Committee to guide diversified strategies across multiple asset classes and offers a range of co-advisory programs and standalone consulting services.

Stephen Konsler is a financial advisor at Vestor Capital, LLC in Chicago, IL, with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill Lynch. Outside of his advisory role, he serves as an associate board member for the Daniel Murphy Scholarship Foundation, a charitable organization focused on volunteer and fundraising activities. Vestor Capital is a multi-team investment and wealth management firm serving individuals, families, not-for-profit organizations, foundations, and qualified retirement plans. The firm employs a centralized investment committee to manage concentrated, low-turnover equity portfolios alongside fixed income and alternative strategies, overseeing approximately $2.08 billion in discretionary assets through a team of 21 advisors.

Grace Martin is a financial advisor at Vestor Capital, LLC with a Series 65 designation and one year of industry experience. She previously worked at The Mather Group for two years before joining Vestor Capital. Vestor Capital is a multi-team investment and wealth management firm serving individuals, families, not-for-profit organizations, foundations, and qualified retirement plans. The firm manages approximately $2.08 billion in discretionary assets through a team of 21 advisors and employs a centralized Investment Committee to construct concentrated, typically low-turnover equity portfolios alongside diversified fixed income and alternative strategies.

Jill Shuter is a financial advisor at Vestor Capital, LLC in Chicago, IL, holding a Series 66 designation with 19 years of industry experience. She has been with Vestor Capital since 2012 and has also worked with affiliated entities Vestor Capital Securities, LLC and Vestor Capital Insurance Advisors, LLC. Vestor Capital is a multi-team investment and wealth management adviser serving individuals, families, not-for-profit organizations, foundations, and qualified retirement plans. The firm manages approximately $2.08 billion in discretionary assets and employs a centralized Investment Committee to construct concentrated, low-turnover equity portfolios alongside fixed income, mutual fund, ETF, and alternative strategies.

Scott Stuth is a financial advisor at Vestor Capital, LLC with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Vestor Capital since 2020. His prior experience includes roles at Ausdal Financial Partners, Inc. and Oak Asset Management. Vestor Capital is a multi-team investment and wealth management adviser serving individuals, families, not-for-profit organizations, foundations, and qualified retirement plans. The firm manages approximately $2.08 billion in discretionary assets through a team of 21 advisors and employs a centralized Investment Committee to construct concentrated, typically low-turnover equity portfolios alongside fixed income, mutual fund, ETF, and alternative strategies.

Jason Blandford is a financial advisor at Vestor Capital, LLC with 22 years of industry experience. He holds a Series 66 designation and has been with Vestor Capital since 2017, previously working at TDAmeritrade Inc. from 2009 to 2017. Vestor Capital is a multi-team investment and wealth management adviser serving individuals, families, not-for-profit organizations, foundations, and qualified retirement plans. The firm manages approximately $2.08 billion in discretionary assets through 21 advisors and offers a range of strategies including concentrated equity portfolios, mutual funds, ETFs, fixed income, and alternatives.

Katie Tucker is a financial advisor at Vestor Capital, LLC in Chicago, IL, holding a Series 65 designation. She joined Vestor Capital in 2025 and previously worked at Northern Trust from 2022 to 2025. Her background also includes positions at the University of Iowa College of Medicine and ML Group Design & Development. Vestor Capital provides investment and wealth management, portfolio management, and financial planning services to individuals, not-for-profit organizations, foundations, and qualified retirement plans. The firm employs a centralized Investment Committee and uses diversified strategies across various asset classes, managing approximately $2.28 billion in advisory assets as of December 2025.

Carolyn Barr is a financial advisor with Vestor Capital, LLC in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked at Vestor Capital and its affiliated securities firm since 2017, following prior roles at Aon Securities Inc. and Aon Hewitt Investment Consulting. In addition to her advisory duties, she serves as a Senior Compliance Analyst for Vestor Capital, focusing on compliance matters for the firm. Vestor Capital is a multi-team investment and wealth management adviser serving individuals, families, not-for-profit organizations, foundations, and qualified retirement plans. The firm manages approximately $2.08 billion in discretionary assets through a team of 21 advisors and employs a centralized Investment Committee to construct concentrated, typically low-turnover portfolios across multiple asset classes.

John Malusa is a CFA® charterholder with four years of industry experience. He currently serves as a financial advisor at Vestor Capital, LLC, where he has worked since 2022. He previously held multiple roles at Northern Trust Corporation from 2016 to 2021. Vestor Capital provides investment and wealth management, portfolio management, and financial planning services to individuals, not-for-profit organizations, foundations, and qualified retirement plans. The firm employs a centralized Investment Committee that implements diversified strategies across various asset classes and also offers co-advisory programs, sub-advised fixed-income strategies, and standalone financial planning.

Brian Baker Jr. is a CFP® with 13 years of experience at Vestor Capital, LLC, where he has worked since 2013. He also served at Vestor Capital Securities, LLC from 2013 to 2020. Outside of his advisory role, he is a managing member of two real estate investment businesses based in Chicago. Vestor Capital provides investment and wealth management, portfolio management, and financial planning services to individuals, nonprofit organizations, foundations, and qualified retirement plans. The firm employs a centralized Investment Committee approach with diversified strategies across various asset classes and maintains relationships with third-party firms to offer co-advisory and sub-advised services.

Dennis Slott is a CFP® with 41 years of industry experience, currently serving at Vestor Capital, LLC in Chicago, IL. He has been with Vestor Capital and its related entities since 2010 and holds the Series 63 and Series 66 licenses. Outside of his advisory role, he serves as a board member of the Father Wasson Legacy Endowment Inc. Vestor Capital is a multi-team investment and wealth management firm serving individuals, families, not-for-profit organizations, foundations, and qualified retirement plans. The firm manages approximately $2.08 billion in discretionary assets through a centralized Investment Committee that focuses on fundamental security analysis and a range of equity and fixed income strategies.

Martin Buehler is a financial advisor with Vestor Capital, LLC in Chicago, holding Series 63 and Series 65 designations and 35 years of industry experience. He has been involved with VC Management, LLC and various Vestor Capital entities since 2010. Outside of his advisory work, he is a limited partner and passive investor in Aurora Sports Venture, LLC, a private real estate limited partnership. Vestor Capital provides investment and wealth management, portfolio management, and financial planning services to individuals, nonprofits, foundations, and qualified retirement plans. The firm employs a centralized Investment Committee that uses internal fundamental research to manage diversified portfolios across multiple asset classes and offers co-advisory and sub-advised strategies, supported by an affiliation with Focus Financial Partners.

Lauren Connelly is a CFP®-credentialed financial advisor at Vestor Capital, LLC with 12 years of industry experience. She previously worked at Bank of America, N.A. and Merrill before joining Vestor Capital. Connelly serves as a board member of the Lichen Sclerosus Support Network and is also part of the Ambassadors Council for the YWCA Metropolitan Chicago. Vestor Capital provides investment and wealth management, portfolio management, and financial planning services to individuals, not-for-profit organizations, foundations, and qualified retirement plans. The firm employs a centralized investment committee that utilizes fundamental research and diversified strategies across multiple asset classes.

Sara Barry is a financial advisor at Vestor Capital, LLC in Chicago, IL, with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Vestor Capital and its affiliated entities since 2013. Vestor Capital is a multi-team investment and wealth management adviser serving individuals, families, not-for-profit organizations, foundations, and qualified retirement plans. The firm manages approximately $2.08 billion in discretionary assets, offering a variety of equity and fixed income strategies supported by an internal Investment Committee that centralizes decision-making.

Thomas Egan is a Series 65-licensed financial advisor with nine years of industry experience. He has worked at Vestor Capital, LLC since 2018 and previously held roles at TC Wealth Partners and Trust Company of Illinois. Vestor Capital is a multi-team investment and wealth management firm serving individuals, families, not-for-profit organizations, foundations, and qualified retirement plans. The firm manages approximately $2.08 billion in discretionary assets and employs a centralized investment approach focused on fundamental security analysis and concentrated, low-turnover equity portfolios alongside diversified strategies.

Evan Sullivan is a financial advisor at Vestor Capital, LLC with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Vestor Capital, he worked at Alliance Bernstein and Four Star Wealth Advisors. Outside of finance, he has experience working at Lyon Beverage Corporation and Amazon. Vestor Capital is a multi-team investment and wealth management firm serving individuals, families, not-for-profit organizations, foundations, and qualified retirement plans. The firm manages a variety of equity and fixed income strategies through centralized investment decisions and offers access to affiliated intermediaries and co-advisory programs.

Jake Gice is a financial advisor at Vestor Capital, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley from 2016 to 2021 before joining Vestor Capital in 2021. Vestor Capital provides investment and wealth management, portfolio management, and financial planning services to individuals, not-for-profit organizations, foundations, and qualified retirement plans. The firm employs a diversified investment strategy managed by an internal Investment Committee and offers additional services including co-advisory programs, sub-advised fixed-income strategies, and standalone financial planning.

John Dillon is a financial advisor at Vestor Capital, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Uhlmann Price Securities since 2012 and Uhlmann Investment Management L.L.C. from 2017 to 2020. Vestor Capital provides investment and wealth management, portfolio management, and financial planning services to individuals, not-for-profit organizations, foundations, and qualified retirement plans. The firm employs a centralized Investment Committee that uses internal fundamental research to implement diversified strategies across various asset classes and offers co-advisory programs, sub-advised fixed-income strategies, and standalone financial planning services.

Anthony Greenwood is a financial advisor with Vestor Capital, LLC in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Nouveau Riche and TD Ameritrade. Vestor Capital provides investment and wealth management, portfolio management, and financial planning services to individuals, not-for-profit organizations, foundations, and qualified retirement plans. The firm employs a centralized Investment Committee that relies on internal fundamental research to implement diversified strategies across various asset classes, and it is affiliated with Focus Financial Partners, offering clients access to broader financial solutions.

Peter Mullins is a CFP® professional with 17 years of experience in the financial services industry. He has been with Vestor Capital, LLC since 2013 and previously worked at Merrill from 2009 to 2013. Vestor Capital provides investment and wealth management, portfolio management, and financial planning services to individuals, nonprofit organizations, foundations, and qualified retirement plans. The firm employs a centralized Investment Committee and a diversified, fundamental research-driven approach across multiple asset classes.

Elaine Moss is a financial advisor at Vestor Capital, LLC with 40 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Vestor Capital and its affiliated entities since 1998. Vestor Capital provides investment and wealth management, portfolio management, and financial planning services to individuals, not-for-profit organizations, foundations, and qualified retirement plans. The firm employs a centralized Investment Committee that uses internal fundamental research to implement diversified strategies across various asset classes and also offers co-advisory programs, sub-advised strategies, and standalone financial planning services.

Samantha Dubuque is a financial advisor with Vestor Capital, LLC in Chicago, IL, holding Series 63 and Series 65 designations and 15 years of industry experience. She has been with Vestor Capital and its related entities since 2010. Vestor Capital provides investment and wealth management, portfolio management, and financial planning services to individuals, not-for-profit organizations, foundations, and qualified retirement plans. The firm employs a centralized Investment Committee that uses internal fundamental research to implement diversified, primarily low-turnover strategies across multiple asset classes.

Sarah Stone is a financial advisor at Vestor Capital, LLC in Chicago, IL, holding a Series 65 credential. She has one year of experience in the advisory industry, including prior roles at AlphaSense and Watson Dwyer. Vestor Capital provides investment and wealth management, portfolio management, and financial planning services to individuals, not-for-profit organizations, foundations, and qualified retirement plans. The firm uses an Investment Committee to guide diversified strategies across multiple asset classes and offers co-advisory programs, standalone planning services, and access to affiliated offerings through Focus Financial Partners.

William Grehan is a financial advisor with Vestor Capital, LLC in Chicago, IL. He holds a Series 65 designation and has been in the industry since 2022, with prior experience at Grace Global Capital and Dearborn Partners. Vestor Capital is a multi-team investment and wealth management adviser serving individuals, families, not-for-profit organizations, foundations, and qualified retirement plans. The firm manages approximately $2.08 billion in discretionary assets through a team of 21 advisors and employs a centralized Investment Committee to construct concentrated, typically low-turnover equity portfolios alongside a range of fixed income and alternative strategies.

Timothy Detloff is a CFA® charterholder with over 21 years of experience in the financial industry. He has been with Vestor Capital, LLC since 2012 and also associated with Vestor Capital Securities, LLC since 2010. Based in Chicago, IL, he holds Series 63 and Series 65 licenses. Vestor Capital is a multi-team investment and wealth management adviser serving individuals, families, not-for-profit organizations, foundations, and qualified retirement plans. The firm manages approximately $2.08 billion in discretionary assets through a centralized Investment Committee that employs fundamental security analysis to construct concentrated, low-turnover equity portfolios alongside diversified fixed income and alternative strategies.