Christina Castrejon is a CFP® with 21 years of industry experience. She has worked at SAGE Private Wealth Group, LLC since 2023 and previously spent 18 years with Calamos Wealth Management LLC and Calamos Financial Services LLC. SAGE Private Wealth Group is an SEC-registered advisory firm that serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm provides wealth management and discretionary portfolio management with a client-specific process that includes tailored asset allocation, ongoing portfolio monitoring, and use of various investment vehicles alongside family office support and fiduciary services.

Andrew Napoli is a Series 66 licensed financial advisor with seven years of industry experience. He is currently with Goldstone Financial Group, LLC and previously worked at Fidelity Investments, Fidelity Brokerage Services LLC, and Northern Trust Company. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing over $1 billion across roughly 1,675 client relationships. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers and third-party model portfolios, implementing strategies that include mutual funds, ETFs, fixed income, and select alternative investments.

Justin Reppy is a financial advisor at Goldstone Financial Group, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Goldstone Financial Group since 2015, including a prior role at TCM Securities, Inc. He is also a licensed insurance agent offering life and fixed annuity sales. Goldstone Financial Group provides investment advisory and financial planning services to individuals and high-net-worth clients. The firm employs a documented investment process using fundamental, technical, and quantitative methods, offering portfolio management, written investment policy statements, and a variety of account options including wrap-fee programs with sub-advised model portfolios.

Michael Mcevoy is a financial advisor at 4Wealth Advisors, Inc. with one year of industry experience and holds a Series 65 credential. Prior to joining 4Wealth Advisors, he held positions at Liberty University, Plan A Wealth Management, and other organizations. He is also the CEO of Interviewee LLC, an AI-powered job interview preparation platform. 4Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a range of analytical methods and offers customized portfolios, with an affiliation to an accounting firm and an insurance entity that supports integrated service pathways.

Eric Grant is a financial advisor with Polaris Wealth Management, LLC in Flossmoor, IL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Lion Street Financial and FSC Securities Corporation. Grant hosts a weekly current news talk radio show and serves as a founding board member of The Mecca Society, a fundraising 501(c)(3) supporting Howard University. Polaris Wealth Management advises individual investors and retirement plans with discretionary portfolio management, customized financial plans, and pension consulting. The firm employs modern portfolio theory to tailor asset allocations and utilizes a broad range of securities and strategies, while also providing educational seminars for retirement plan clients.

Colin Plunkett is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He currently works at Hunter Capital Management and has prior experience at Bank of America, Merrill, Morningstar, and the University of Chicago. Hunter Capital Management is an SEC-registered investment adviser with a seven-advisor team managing approximately $1.09 billion in assets. The firm serves a diverse client base including individuals, retirement plans, trusts, and charitable organizations, offering discretionary portfolio management through pooled vehicles, private funds, and a registered mutual fund.

Lothar Gehrig is a financial advisor at Gehrig Capital Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Gehrig Capital Management since 2007, while also maintaining a long-standing affiliation with Gehrig and Homberg since 1986. Gehrig Capital Management provides discretionary investment supervisory services and individual portfolio management to individuals, high-net-worth clients, and trusts. The firm employs a combination of fundamental analysis, technical charting, and mutual fund/ETF evaluation to guide investment strategies tailored to clients' objectives, time horizons, and risk tolerance, while also being affiliated with a related accounting practice.

Eric Jacobsen is a financial advisor at Chicago Investment Advisory Group with six years of industry experience. He holds a Series 65 designation and has worked with Chicago Investment Advisory Group since 2019. Prior to his advisory role, he was employed at White Mountain Golf Park and studied at the University of Illinois Urbana-Champaign. Jacobsen is also licensed to sell life and health insurance. Chicago Investment Advisory Group provides discretionary portfolio management and financial consulting to a diverse client base, including individuals, pension plans, trusts, and business entities. The firm employs an asset-allocation approach that incorporates multiple analytical methods and offers both long-term and active trading strategies tailored to client objectives.

Stephen Mccormick is a financial advisor at Rothschild Wealth LLC with a Series 65 designation and three years of industry experience. His prior roles include positions at Sentinus, LLC and Wealth Planning Network. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, corporate executive groups, trusts, retirement plans, and institutional clients, using asset-allocation models supported by quantitative analysis and third-party platforms.

Kenneth Daemicke is a financial advisor with MPS-LORIA Financial Planners, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with firms including Cherry Bekaert Advisory, Mueller & Co., and Mulcahy, Pauritsch, Salvador, Ltd., and he has led his own consulting firm, AllPro Financial Solutions Ltd., since 1981. Daemicke also serves as an independent licensed insurance agent and provides consulting services in tax preparation, planning, and advisory. MPS-LORIA Financial Planners, LLC serves a diverse client base including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm employs an open-architecture, predominantly discretionary investment approach that emphasizes diversified portfolios constructed with no-load mutual funds and ETFs, supported by quantitative screening and research.

Brian Korienek is a financial advisor with Goldstone Financial Group, LLC, holding a Series 66 license and 12 years of industry experience. He has worked with Goldstone Financial Group since 2014 and was previously associated with TCM Securities Inc. He is also a licensed insurance agent offering life, health, and fixed annuities. Goldstone Financial Group provides investment advisory and financial planning services to individuals and high-net-worth clients. The firm employs a mix of fundamental, technical, and quantitative methods aligned with modern portfolio theory and offers a variety of strategies including tactical ETF models and alternative approaches such as options-based and hedged strategies.

Brian Granato is a Series 65-licensed financial advisor with Providence Wealth Advisors, LLC, where he has worked since 2010. He has 15 years of industry experience. Providence Wealth Advisors, LLC is an SEC-registered investment adviser that provides discretionary and non-discretionary portfolio management, financial planning, and estate-planning advice to individuals, trusts, retirement plans, and government entities. The firm serves a range of clients, including high-net-worth individuals, and uses asset-allocation models based on modern portfolio theory to construct diversified portfolios.

Connor Ladone is a financial advisor at Rothschild Wealth LLC with a Series 66 designation and four years of industry experience. He previously worked at UBS Financial Services from 2018 to 2025 and has held roles at Baxter International and Loyola University (Chicago). Ladone currently serves as an investment adviser design analyst and portfolio specialist. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, corporate executive groups, trusts, retirement plans, and institutional clients. The firm’s investment process focuses on asset-allocation models supported by quantitative analysis and employs a range of investment vehicles including mutual funds, ETFs, equities, and fixed-income securities.

Scott Steiner is a CFP® and Series 66 licensed advisor with 23 years of industry experience. He is currently with Sovereign Financial Group, Inc., where he has worked since 2026. His prior experience includes roles at Calamos Wealth Management LLC, Raymond James & Associates, Inc., Wells Fargo Clearing, Ehlert Financial Group, Inc., and PRUCO Securities, LLC. Sovereign Financial Group serves individuals, high-net-worth clients, trusts, estates, retirement plans, businesses, and other RIAs by providing investment management, financial planning, and advisory services. The firm employs a long-term, portfolio-focused investment approach that incorporates low-cost funds, individual securities, and derivatives, supported by fundamental and technical analysis with AI tools.

Daniel Fitzgerald is a CFP® with 13 years of industry experience, currently serving as an advisor at Pinnacle Financial Group LLC. He is a managing member of ALBATROSS41, LLC, which owns 50% of Pinnacle Financial Group. Pinnacle Financial Group LLC is a fee-only, SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm combines modern portfolio theory with factor investing and quantitative optimization, offering personalized financial planning and investment management through a small team of four advisors.

Christopher Anest is a financial advisor at Activ8 Family Office LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at Octagon Financial Services, Inc. for eight years and Cross America Partners for one year. Activ8 Family Office primarily serves professional athletes and their related families, trusts, estates, retirement vehicles, and businesses. The firm offers a Holistic Client Management Program that includes financial planning, investment management, cash management, and tax services, utilizing outsourced CIO and TAMP platforms with individualized portfolios.

Thomas O'Shaughnessy III is a CFP® with 11 years of industry experience, currently serving at Polaris Wealth Management, LLC since 2020. His previous roles include positions at Marcum Financial Services LLC and Raymond James Financial Services Advisors Inc. He is a part owner of SASI, Inc., a third-party administration firm involved in plan consulting and qualified plan administrative activities. Polaris Wealth Management advises individual investors and retirement plans through discretionary portfolio management, bespoke financial plans, and pension consulting. The firm applies modern portfolio theory with tailored asset allocation and offers educational seminars for retirement plan clients.

Robert Werr is a financial advisor with Dominion Portfolio Management, Inc., holding Series 63 and Series 66 credentials and possessing 33 years of industry experience. His career includes roles at Calton & Associates, Dominion Investor Services, Xceed Capital Management, National Life, and Equity Services. Outside of advisory work, he is an agent for several insurance companies selling life, disability, and health insurance. Dominion Portfolio Management, Inc. provides fee-based portfolio management to individuals, high-net-worth clients, and businesses, offering both discretionary and non-discretionary services primarily in individual securities, ETFs, and mutual funds. The firm uses multiple analytical approaches and allows account aggregation and third-party money managers as part of its service model.

Qin Zhang is a financial advisor at Sun Global LLC with two years of industry experience. He holds a Series 65 designation and also serves as owner and president of FISO Group LLC, an insurance agency, where he manages and markets the business. Sun Global LLC provides discretionary portfolio management primarily for high-net-worth individuals, using a combination of fundamental, technical, cyclical, and quantitative analysis to drive investment decisions. The firm employs a mix of long-term investing, short-term trading, and options strategies while typically holding discretionary trading authority.

Frank Kautzky is a financial advisor at Chicago Oakbrook Financial Group with 27 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at Commonwealth Financial Network and Hornor, Townsend & Kent, LLC. He is also the owner and president of KPW Holdings, Inc., a private entity related to tax and RIA ownership. Chicago Oakbrook Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses with customized wealth management, discretionary portfolio management, financial planning, and retirement plan consulting. The firm manages tailored portfolios using a broad range of securities and investment strategies, supported by an institutional relationship with Raymond James and a team of over ten advisors.