Ritu Jain is a CFP® and Series 65-licensed financial advisor at The Retirement Solutions Group with two years of industry experience. Prior to joining her current firm, she worked at Savant Wealth Management and was involved in entrepreneurial ventures through TinkRworks LLC and Xplore Cultures LLC. The Retirement Solutions Group offers discretionary and non-discretionary portfolio management alongside comprehensive financial planning services for individual clients, serving both high-net-worth and non-high-net-worth households. The firm’s investment approach incorporates fundamental and technical analysis tailored to clients’ goals and risk tolerances, with regular portfolio reviews and optional discretionary trading authority.

Oliver Kupe is a financial advisor at Aurelien Capital Partners with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Red Oak Capital Investments, Fort Point Capital Partners, Bank of America, and Merrill Lynch. Kupe serves as an advisory board member of 548 Capital's Solar Chicago Fund, providing non-binding advice on housing, environmental, and economic issues in inner cities. Aurelien Capital Partners serves individuals and families, including high-net-worth clients, professional athletes, and exonerees, offering wealth management, financial planning, and family-office services. The firm employs a plan-driven, open-architecture investment approach combining active and passive strategies across public and private markets tailored to client goals and risk tolerance.

Catherine Lannan is a financial advisor at Lakewood Asset Management, LLC with Series 65 and Series 63 credentials and four years of industry experience. Prior to joining Lakewood Asset Management, she worked at Charles Schwab & Co., Inc. and held various roles in other companies including Kohl's Corporation and the University of Wisconsin-Madison. Lakewood Asset Management serves individual and high-net-worth clients, as well as trusts, estates, pension, and charitable entities, managing approximately $249 million across 155 client relationships. The firm employs a bottom-up, fundamental investment approach focused on long-term value and offers both discretionary and non-discretionary portfolio management along with standalone financial planning services.

Michael Liccar is a financial advisor with Signet Private Wealth, LLC in Chicago, IL, holding Series 63 and Series 65 designations and possessing 31 years of industry experience. His work history includes leadership roles at Andiamo Vento LLC, Liccar Securities & Custodial Services, LLC, and Michael J. Liccar & Co., L.L.C., along with service at Crete Township since 2001. Outside of finance, he manages a brewery business through Pintsetters Brands, LLC. Signet Private Wealth LLC provides investment advice and wealth management primarily to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a value-oriented, long-term investment approach incorporating fundamental and technical analysis, strategic asset allocation, and incorporates services such as direct indexing, option-writing, and ESG considerations.

Nicholas Norby is a financial advisor at Taursas Investments in Chicago, IL, holding a Series 65 designation with under one year of industry experience. His prior work includes roles at Deloitte and NN Financial Services LLC. Taursas Investments provides discretionary investment management and financial planning to individuals, families, trusts, corporations, and endowments. The firm emphasizes fundamental business and industry analysis with an economic outlook, avoiding speculation and predictive models.

Brett founded Impact Financial after spending nearly a decade working at some of the largest Registered Investment Advisory firms in the country. Brett held a variety of investment, tax, financial planning and business consulting roles, which contributes to his comprehensive approach that he maintains today. During this time, Brett saw that there was a need for services tailored to each individual/family, considering businesses/private assets and tax complexities as well as opportunity to add more meaning to investments through impact investing (aligning investments with values). Brett founded Impact Financial to offer this comprehensive approach and to help people make the impact they want, not only once they’ve accumulated savings, but before and while accumulating assets as well. Brett earned an undergraduate and master’s degree in personal financial planning from University of Illinois and Texas Tech University, respectively. After graduation, Brett earned his CERTIFIED FINANCIAL PLANNERTM (CFP®) designation and his Certified Exit Planning Advisor designation (CEPA). In his free time, Brett loves to catch a Cubs game or great concert. Brett and his wife, Jenny, also love being outdoors on a bike ride, a run or trying to learn to sail. Brett and Jenny currently split their time between Boston and Chicago.

Kelly Stanley is a CFP® with 17 years of industry experience and has been with Cogent Strategic Wealth LLC since 2015. He holds a Series 66 license and participates in paid speaking engagements on approved financial topics. Cogent Strategic Wealth manages approximately $266 million for individuals, trusts, charitable organizations, and participant-directed retirement plans. The firm employs a Personal Chief Financial Officer model, focusing on diversified portfolios primarily composed of passively managed mutual funds and ETFs, with an emphasis on advanced planning and relationship management with outside specialists.

Avedis Mavilian is a financial advisor at Bayworth Capital in Chicago, IL, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Bayworth Capital since 2018. In addition, Mavilian serves as the managing member of Tailwind Financial Strategies, LLC, an insurance agency and tax advisory practice. Bayworth Capital provides financial planning, portfolio management, and pension consulting services to individuals, corporations, and pension plans. The firm offers tailored investment strategies across various asset classes and facilitates access to alternative investments while also providing specialized services such as pension consulting and assistance with securities-backed lines of credit.

John Rowoldt is a financial advisor at San Blas Advisory, Inc. in Chicago, IL, with 10 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Voya Financial Advisors, Robinhood Markets, U.S. Bancorp Investments, Bank of America, and Merrill. San Blas Advisory serves individual and high-net-worth clients as well as businesses, managing approximately $218.9 million across around 664 client accounts. The firm offers discretionary and non-discretionary portfolio management along with various financial planning services, employing investment strategies that include fundamental, technical, and qualitative analysis across a range of asset types.

Sevan Meneshian is a CFP® professional with 26 years of industry experience, currently serving at Bayworth Capital since 2019. His prior roles include positions at Kestra Investment Services and Ausdal Financial Partners. Outside of his advisory work, Meneshian instructs CFP® courses at Kaplan College and Northwestern University and operates a CFP exam tutoring service. Bayworth Capital provides financial planning, portfolio management, and pension consulting to both individual and institutional clients. The firm offers tailored investment strategies utilizing a range of securities and alternative investments, managing approximately $62.7 million in discretionary assets with a team of four advisors.

Samuel McElroy is a financial advisor at Stride Investments, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Stride Investments since 2013, with prior roles at Stride Financial and as owner of McElroy Financial. Outside of advisory services, he serves as Chief Operating Officer of Stride Financial, an insurance and planning services firm. Stride Investments provides fee-based investment management to individuals, high-net-worth clients, corporate accounts, and retirement plans. The firm focuses on purpose-based investing and retirement-income planning, using proprietary tools to assess goals and risk, and offers both discretionary and non-discretionary portfolio management.

Dale Branda is a CFP® professional with nine years of industry experience, currently serving as an advisor at Steward Advisors, LLC since 2016. He holds a Series 65 license and is based in Chicago, IL. Steward Advisors serves individuals, businesses, trusts, estates, retirement plans, charitable organizations, corporations, and family offices with fee-based financial planning and private portfolio management. The firm manages approximately $137 million in assets and integrates financial planning into its services, utilizing diversified portfolios and documented reporting practices.

Mark Vincent is a Chartered Financial Analyst (CFA®) with 25 years of industry experience. He has been with Stonebrook Capital Management, Inc. since 2001. Stonebrook Capital Management provides personalized, fee-only financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses, managing approximately $70.3 million for about 108 clients. The firm combines fundamental and technical analysis to create custom asset-allocation strategies with an emphasis on diversification and defensive tactics.

Daniel Carroll is a financial advisor at Stride Investments, LLC in Chicago, IL, with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for five years. Outside of advising, he is also licensed to sell insurance and spends a portion of his time on insurance sales and services. Stride Investments, LLC provides fee-based investment management to individuals, high-net-worth clients, corporate accounts, and retirement plans. The firm focuses on purpose-based investing and retirement-income planning, using proprietary tools to document goals and asset allocation, and offers both discretionary and non-discretionary portfolio management.

Mark Murphy is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Sequoia Wealth Management, LLC in Chicago, IL. His career includes roles at JMC Wealth Management, Inc. and LPL Financial LLC, where he has been active since 2014. Murphy also provides financial planning and consulting services through JMC Wealth Management, Inc., an independent investment advisor firm. Sequoia Wealth Management advises individuals, trusts, estates, corporations, and employer retirement plans, offering asset management, financial planning, and retirement-plan consulting. The firm utilizes a combination of quantitative optimization, third-party research, and manager selection, serving clients through discretionary management and third-party strategist models.

Mary Mermel is a CFP® with 18 years of industry experience, currently serving as an advisor at Sullivan Mermel, Inc., where she has worked since 1998. The firm provides fee-only, holistic financial planning and investment management for individuals and families, including both high-net-worth and non-HNW clients. Sullivan Mermel emphasizes a retainer-based fee model, non-discretionary trade implementation, and investment strategies tailored to clients’ tax situations, risk tolerance, and cash-flow needs.

Joshua Betancourt is a financial advisor with Quantum Capital Investments, Inc. in River Forest, IL, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Quantum Capital since 2009 and Quantum Capital Investments since 2011. Betancourt also has a Master’s Degree in Accounting and provides accounting and tax planning services. Quantum Capital Investments, Inc. offers discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm uses a range of investment strategies tailored to client goals and risk tolerance, including fundamental, technical, and cyclical analysis, and incorporates affiliated tax planning and insurance services.

Paul Mardoian is a CFP® with 37 years of industry experience, currently serving at Bayworth Capital since 2025. His prior experience includes roles at Fairhaven Wealth Management and Triad Advisors. He also operates a sole proprietorship providing insurance and retirement plan services. Bayworth Capital offers financial planning, portfolio management, and pension consulting to individuals, including high-net-worth clients, as well as institutional clients. The firm manages approximately $62.7 million in discretionary assets and tailors portfolios using a range of investment strategies while providing ongoing account monitoring.

Dane Rutstein is a financial advisor at I2I Analytics LLC with 14 years of industry experience. He holds the Series 66 designation and has been with I2I Analytics since 2013. I2I Analytics LLC provides discretionary portfolio management and financial consultation primarily to affluent and high-net-worth individuals and their families. The firm combines a long-term belief in market efficiency with tactical asset allocation, employing both fundamental and technical analysis, and places a strong emphasis on equity option strategies as a core risk-management and income tool.

Timothy Perryman is a CFP® with 24 years of experience in the financial services industry. He is affiliated with Mirretti Perryman Wealth Strategies, LLC and has prior experience at Pinnacle Insurance and Financial Services, LLC. In addition to his advisory role, he works as an independent insurance agent. Mirretti Perryman Wealth Strategies, LLC provides discretionary portfolio management, financial planning, and retirement-plan services to individuals, trusts, and retirement plans, utilizing risk-based and tax-aware model portfolios alongside third-party sub-advisers.