Nicholas Lovitsch is a financial advisor at Steward Advisors, LLC with a Series 65 designation and two years of industry experience. He previously worked at The Red Lion from 2019 to 2023. 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, using a range of investment vehicles including ETFs, mutual funds, individual stocks, bonds, and privately placed securities.

Andrew Kuhn is a financial advisor at Kuhn Capital Partners with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Kuhn Capital Partners and Focused Compounding Capital Management. He is a partner of the General Partner for Bison Alpha Fund, a private fund managed by Kuhn Capital Partners, LLC. Kuhn Capital Partners is an SEC-registered investment adviser providing discretionary and non-discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, foundations, and other entities. The firm manages tailored portfolios and pooled investment vehicles, including private funds, employing a range of strategies with ongoing portfolio monitoring and multidisciplinary due diligence.

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.

Juan Troncoso Iriarte is a CFA® charterholder at JT Asset Allocation LLC with three years of industry experience. His prior work includes roles at Banco BICE, Quinto Inversiones, and over two decades at Dow Chemical. JT Asset Allocation LLC is a small registered investment adviser serving private individuals with discretionary portfolio management and personalized investment plans. The firm emphasizes portfolio construction, asset allocation, and active derivative strategies, combining model allocations with client-specific recommendations supported by various analytical methods.

Terrence Herr is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Herr Capital Management LLC in Chicago, IL. He has been with Herr Capital Management since 2000 and has also worked at American Portfolios Financial Services, Inc. since 2010. Outside of advisory services, he is involved in insurance sales as an independent agent and owns ProtectedIRA.com, which sells fixed insurance products. Herr Capital Management, LLC is a private wealth advisory firm serving individuals, families, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm provides financial planning, discretionary investment management, and retirement-plan consulting, employing a disciplined investment process with options including income-focused, equity-tilt, and faith-based strategies.

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.

Ryan Biniak is a financial advisor at Midwest Financial Network, LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at EverGreen Capital Management and RK Advisors. In addition to his advisory role, he has been involved in insurance sales and service since 2010. Midwest Financial Network serves individual clients, including high-net-worth households, businesses, and retirement plan sponsors by providing financial planning, investment consultation, portfolio management, and related business and divorce planning services. The firm employs a Core + Satellite investment approach and offers educational seminars, outsourced portfolio management, and model-portfolio consulting.

Egon Menker is a financial advisor at Contour Financial with 24 years of industry experience. He holds a Series 65 designation and has been with Contour Financial since 2001. Contour Financial serves individual households focused on retirement planning and investment management, primarily for clients who are not high-net-worth. The firm offers diversified portfolios using mutual funds and ETFs alongside comprehensive financial planning services, operating as a fee-only fiduciary under the NAPFA code.

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.

James Mosteller is a financial advisor at Liberty Asset Management, Inc. with 21 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. In addition to his advisory role, he is a partner at Mosteller & Holmberg, P.C., a law firm where he consults on marketing concepts and estate planning/elder law issues. Liberty Asset Management, Inc. provides portfolio management and financial planning services to individuals, trusts, retirement plans, corporations, and charitable organizations. The firm employs a long-term, diversified investment approach based on Modern Portfolio Theory, utilizing mutual funds, ETFs, and sub-advisors, while also offering retirement and estate planning support.

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.

Mark Jablonski is a financial advisor at Servant Financial, Ltd. with a Series 65 designation and one year of industry experience. Prior to his advisory role, he worked in corporate positions at CVS Health Corp., Middough Inc., and Baxter International Inc. He is also involved with Alathea Consulting LLC. Servant Financial provides personalized investment management for a range of clients including individuals, trusts, family offices, and corporate entities. The firm’s investment approach focuses on risk management through diversification, tax efficiency, and tactical adjustments, and it is notable for advising private Opportunity Zone farmland funds and offering alternative-investment consulting.

Brian Bardachowski is a financial advisor at Pensinger Financial, Inc. with one year of industry experience. He holds Series 63 and Series 65 credentials. In addition to his advisory role, he owns and operates Wisdom Financial, Inc., a mortgage brokerage that provides residential mortgage services. Pensinger Financial provides investment advisory and financial planning services to individuals, high-net-worth individuals, and small businesses. The firm follows an investment approach based on efficient market theory and modern portfolio theory, emphasizing long-term investing primarily through mutual funds and ETFs.

Kevin Susmarski is a financial advisor at First Choice Financial Services LLC with one year of industry experience. He holds a Series 65 designation and has a background in law enforcement, serving as a sergeant and patrol division supervisor at the Village of Hinsdale Police Department since 2001. In addition to his advisory role, he is a licensed insurance agent operating as a sole proprietor. First Choice Financial Services LLC serves individual and high-net-worth clients by providing financial advice primarily through referrals to third-party money managers and estate-planning support. The firm acts as a liaison in client communications and oversight, focusing on client goals and risk tolerance without directly managing assets.

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.

Bradford Szczecinski is a financial advisor with Creative Resources Investment Advisors LLC, holding Series 63 and Series 65 registrations and bringing 27 years of industry experience. His prior roles include positions at USI, Marsh Private Client Services, and The Horton Group. He volunteers with Breakthrough Urban Ministries as a planned giving consultant and serves on the Transplant Advisory Council at Northwestern Memorial Hospital in Chicago. Creative Resources Investment Advisors primarily serves individual and high-income clients, as well as pension and profit-sharing plans, trusts, and other entities. The firm employs a long-term, value-oriented investment approach incorporating Modern Portfolio Theory and a blended strategic/tactical asset allocation, tailoring portfolios to client needs and conducting regular reviews.

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.