Jared Winkers is a ChFC® credentialed financial advisor with five years of industry experience. He is currently with Rothschild Wealth LLC and has prior experience at Northwestern Mutual Wealth Management Company and QCR Holdings. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, corporate executive groups, trusts, retirement plans, and other institutional clients. The firm’s investment approach focuses on asset allocation models supported by quantitative analysis and client information, using a range of investment vehicles and third-party platforms.

Ryan Williamson is a CFP® professional with 26 years of industry experience. He has been with Horizon Wealth Management since 2014 and has worked with LPL Financial for over two decades. Outside of his advisory work, he is an author of a financial planning book and plays guitar in a band. Horizon Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm provides discretionary investment management and financial planning with a long-term, fiduciary approach, managing diversified portfolios and offering ongoing portfolio monitoring.

Michael Sedlak is a financial advisor at Sikich Financial with 25 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Sedlak previously worked at Golden Trail Advisers for 13 years and MPS-LORIA Financial Planners, LLC for 9 years, and he continues to serve as manager for Golden Trail Advisers, LLC. Sikich Financial is an SEC-registered multi-team advisory firm serving individuals, retirement and profit-sharing plans, trusts, estates, and business entities. The firm provides integrated wealth management, retirement plan consulting, and participant education, utilizing an asset-allocation approach supported by in-house and third-party managers across multiple platforms.

Mark Kerman is a financial advisor at RCM Wealth Advisors in Chicago, IL, with eight years of industry experience. He holds a Series 66 designation and has previously worked at Harvest Investment Services, LLC, and ProEquities, Inc. In addition to his advisory role, Kerman is a partner and CPA at Siepert & Co. LLP, an accounting firm where he provides accounting, consulting, and tax planning services. RCM Wealth Advisors is a multi-advisor SEC-registered firm managing approximately $324 million for around 530 clients, serving individuals, pension and profit-sharing plans, and corporate clients. The firm employs a combination of fundamental and cyclical analysis supported by an internal Investment Policy Committee, offering tailored portfolios and a variety of strategies including ETF-driven allocations and options-based programs.

Kenneth Dow is a CFP® with 29 years of industry experience and currently serves at SAGE Private Wealth Group, LLC. He is the owner and managing partner of The Dow Group, a support company. His career includes roles at Morgan Stanley and Raymond James Financial Services. SAGE Private Wealth Group is an SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers wealth management and discretionary portfolio management using a client-specific process that incorporates equities, debt instruments, ETFs, mutual funds, options, and alternative investments.

Steven Resnik is a financial advisor at Burling Wealth Partners with a Series 65 credential and two years of industry experience. Prior to joining Burling Wealth Partners in 2024, he worked at Edgewater Services, LLC for four years and has held roles at Northwestern University and Fifth Street Asset Management. Burling Wealth Partners serves individuals, family offices, trusts, estates, private foundations, retirement plans, corporations, and pooled investment vehicles. The firm employs a fiduciary approach combining investment management and financial planning, managing approximately $1.0 billion in assets with tailored strategies that include both internal and external investment options.

Christopher Chiu is a financial advisor at RCM Wealth Advisors in Chicago, IL, holding a Series 65 designation with 13 years of industry experience. He has worked at RCM Wealth Advisors since 2013 and previously spent five years at Ralloc Capital LLC. RCM Wealth Advisors serves individual clients, including high-net-worth individuals, pension and profit-sharing plans, and corporate entities, offering portfolio management and financial planning through a variety of managed asset portfolios and investment strategies. The firm uses fundamental and cyclical analysis overseen by an internal committee and provides both discretionary and non-discretionary accounts alongside written financial plans and retainer planning services.

John Ferrante is a ChFC® credentialed financial advisor with 30 years of industry experience. He has been with Chicago Oakbrook Financial Group since 2007 and previously worked at Commonwealth Financial Network. Ferrante is the owner of JAF Wealth Management, Inc., a private entity that facilitates securities, advisory, and insurance business. Chicago Oakbrook Financial Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm offers customized wealth management, discretionary portfolio management, and comprehensive financial planning, utilizing a broad range of securities and investment strategies tailored to client objectives.

William Brennan is a financial advisor at LCM Capital Management Inc. in Chicago, IL, holding a Series 65 designation with nine years of industry experience. He has been with LCM Capital Management since 2015. LCM Capital Management provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a fundamental issuer analysis approach focused on long-term equity holdings and manages approximately $365 million in client assets through a team of nine advisors.

Timothy Mcgrath is a financial advisor at Riverpoint Wealth Management in Chicago, IL, with 36 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at LPL Financial from 2007 to 2020. Since 2013, he has been with Riverpoint Wealth Management Holdings, LLC. Riverpoint Wealth Management serves individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable and corporate entities, offering discretionary asset management, financial planning, and 401(k) consulting. The firm focuses on customized portfolio construction using quantitative optimization and an investment committee, managing approximately $748 million in discretionary assets with a small team.

David Navarro is a CFP® and ChFC® with 39 years of industry experience. He has been with Chicago Oakbrook Financial Group since 2007 and previously worked at CommonWealth Financial Network. Navarro is president and owner of Chicago Oakbrook Financial Group and serves as a 401(k) and brokerage cash balance plan trustee for the firm. Chicago Oakbrook Financial Group is a registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers customized wealth management, discretionary portfolio management, and comprehensive financial planning, employing a wide range of investment strategies and securities tailored to client objectives.

Vincent Harambasic III is a CFP® with 21 years of industry experience, currently serving at Pinnacle Financial Group LLC. His prior roles include positions at Wells Fargo Clearing, JP Morgan Securities, Strategic Advisors, Inc., and Fidelity Investments. He is the managing member of ThreePillar Assets, LLC, which owns 50% of Pinnacle Financial Group. Pinnacle Financial Group LLC is a fee-only registered investment adviser managing approximately $673 million for about 390 clients, including individuals, pension plans, and charitable organizations. The firm employs a combination of fundamental, factor, optimization, and quantitative methods alongside modern portfolio theory to tailor portfolios, offering both financial planning and investment management services.

Jay Faler is a financial advisor at Providence Wealth Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at Standard Bank & Trust from 2012 to 2016 before joining Providence Wealth Advisors in 2017. Providence Wealth Advisors is an SEC-registered investment adviser that provides 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.

Phillip Johnson is a financial advisor at Rothschild Wealth LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple related firms, including Rothschild Financial Partners, LLC and Halo Securities LLC. He has served as president of Rothschild Wealth LLC since 2018 and as managing director of Rothschild Investment LLC since 2023. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, corporate executives, trusts, retirement plans, and institutional clients. The firm’s investment approach uses asset-allocation models based on client questionnaires and quantitative analysis, with implementation across various securities and third-party sub-advisers.

Trevor Mcghie is a CFP® and Series 65 licensed advisor with one year of experience, currently with Serenity Investment Advisors. His prior experience includes roles at Verity Asset Management, IMP Financial Services, and Axa Advisors, as well as four years at Cal State Fullerton. Outside of advising, he serves as a sports official for US Water Polo, Inc. Serenity Investment Advisors is a five-advisor team managing approximately $376 million for nearly 400 clients, serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach based on fundamental analysis and offers multiple proprietary investment models, providing both discretionary and non-discretionary portfolio management.

Rita Bunch is a financial advisor at 4 Wealth Advisors, Inc. with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments and 4 Wealth Advisors since 2012. Additionally, she is involved with 4Wealth Insurance Group, where she evaluates life insurance needs. 4 Wealth Advisors provides 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 portfolio management and comprehensive financial planning using a range of analytical methods, with a distinctive affiliation to an accounting firm and related insurance entity.

Nicholas Martin is a financial advisor at Hemsley Advisors, Ltd. in Chicago, holding a Series 65 designation with six years of industry experience. He has been with Hemsley Advisors since 2018 and is also the sole owner of 21st Century Tax Services, Inc., a tax preparation and bookkeeping business. Hemsley Advisors, Ltd. serves individuals, charitable organizations, and corporations with portfolio management, financial planning, and consulting services. The firm emphasizes individualized investment policies, fundamental analysis, asset allocation, and a buy-and-hold strategy, managing the majority of client assets on a non-discretionary basis.

Luke Novak is a financial advisor with Rothschild Investment LLC in Chicago, IL, holding a Series 66 designation and 20 years of industry experience. He has been with Rothschild Investment Corp. since 2004. Rothschild Investment LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as trusts, corporations, pension and profit-sharing plans, and other institutional retirement plans. The firm employs client-specific asset allocation models and quantitative analysis, offering discretionary and non-discretionary portfolio management, retirement plan consulting, and management of pooled vehicles and an affiliated private fund.

John Gritis is a financial advisor with Bentley Financial Group and holds Series 63 and Series 65 licenses. He has 39 years of industry experience and has been with Bentley Financial Group since 2014. Prior to this, he worked at LPL Financial starting in 2009 and has operated his own firm, Domino, Gritis & Co., since 1976. Gritis is also a one-third owner of a manufacturing company and provides tax preparation and corporate accounting services through his accounting firm. Bentley Financial Group provides investment advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $393 million in discretionary client assets, employing fundamental analysis and third-party managers, while offering a range of LPL-sponsored managed account programs and a proprietary wrap program.

Douglas Degroot is a CFP® with 15 years of industry experience and has been with Providence Wealth Advisors, LLC since 2010. He holds a Series 65 license and is based in Frankfort, IL. Providence Wealth Advisors, LLC is an SEC-registered investment adviser that provides portfolio management, financial planning, and estate-planning services to individuals, trusts, retirement plans, and government entities. The firm uses asset-allocation models based on modern portfolio theory to build diversified portfolios and serves a range of clients including high-net-worth individuals, offering financial planning at no additional charge.