Mark Schwartz is a financial advisor with Estate & Trust Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Re-Direct Securities Corp. since 2001 and with Estate & Trust Advisors since 1997. In addition to advisory services, he is involved in fixed insurance products. Estate & Trust Advisors serves individual and high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and other business entities. The firm offers custom portfolio management using a strategic core-and-satellite approach and provides wealth management, financial planning, and participant consulting services.

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.

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.

Christopher Barberini is a financial advisor at Lakeshore Capital Group, Inc. with 14 years of industry experience. He holds a Series 66 designation and has previously worked at J.W. Cole Advisors, INC., Global Financial Private Capital LLC, and Horner Tax Advisory Group. Outside of advisory work, he provides tax preparation and consultation services as an independent contractor. Lakeshore Capital Group, Inc. offers financial planning and discretionary portfolio management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm combines fundamental and technical analysis to create tailored asset allocations across various investment types and incorporates both in-house and third-party model portfolios.

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.

Mark Burka is a CFA® charterholder and holds a Series 65 license with 21 years of industry experience. He has been with Mendel Money Management Inc. since 2022, having previously worked at Ziegler Capital Management, LLC for 17 years. Outside of his advisory work, he serves on the board of directors for Indian Peaks Brewing Company and participates on endowment committees for nonprofit music organizations. Mendel Money Management provides discretionary and non-discretionary investment supervisory services, financial planning, and consulting to individuals, retirement plans, trusts, charitable organizations, and corporate entities. The firm manages approximately $317 million in client assets and uses a blend of fundamental, technical, and cyclical analysis supported by third-party research, with a distinctive use of options and other derivatives primarily for income generation or protection.

Frank Iozzo is an advisor at FMI Financial, Ltd. with nine years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at Capital Strategies, Inc. Group, J.P. Morgan Securities, and Chase Investment Services Corp. FMI Financial, Ltd. provides investment advisory services to institutional investors, high-net-worth individuals, corporate retirement plans, trusts, and estates, focusing on customized, long-term diversified portfolios and offering both discretionary asset management and non-discretionary consulting.

Benjamin Armstrong is a CFA® charterholder with 17 years of industry experience. He has been with Conifer Bay Capital LLC since 2017 and previously worked at RMB Capital Management, LLC from 2011 to 2017. Armstrong is a part owner and manager of Belgravia Partners LLC, a family-owned investment entity. Conifer Bay Capital LLC provides fee-based portfolio management and financial planning services to individuals, high net worth clients, and charitable organizations. The firm employs both discretionary and non-discretionary strategies, using fundamental, technical, and cyclical analysis along with modern portfolio theory, and includes unique practices such as margin trading and option strategies.

Daniel Schlesser is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. His career includes long-term roles at Tilden Loucks Woodnorth LLC, LaSalle St. Financial, Inc., McDermott LaSalle St Inc, and related LaSalle St. entities. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a variety of investment strategies across multiple asset classes and offers both discretionary and non-discretionary management, with a notable emphasis on non-discretionary assets.

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.

Martin Jankelowitz is a Series 65 licensed advisor at The Planning Group with two years of industry experience. Prior to joining The Planning Group, he worked at Willis Towers Watson for five years and operated an independent consulting business from 2021 to 2023. He continues to engage in independent consulting, dedicating part of his time to this activity. The Planning Group serves individuals, pension and profit-sharing plans, and business entities through a multi-advisor team, providing discretionary portfolio management and financial planning tailored to client goals. The firm employs a combination of fundamental analysis and modern portfolio theory to construct long-term, asset-allocation-driven portfolios, primarily using mutual funds and ETFs.

Adam Smolich is a financial advisor at Clement Street Capital LLC with 14 years of industry experience. He holds a Series 65 designation and has been with Clement Street Capital since 2012. Clement Street Capital provides discretionary asset management and comprehensive financial planning primarily to high-net-worth individuals, trusts, corporations, retirement plans, and other legal entities. The firm builds tailored investment policies using a mix of asset classes and employs ongoing monitoring and rebalancing, serving a select client base with substantial account size and net-worth thresholds.

Michael Perna is a financial advisor at First Choice Financial Services LLC with 18 years of industry experience. He holds a Series 65 designation and has been involved in the financial and insurance services industry since 1983, serving as president of Michael Perna and Associates, Inc. and First Choice Insurance Agency. First Choice Financial Services LLC provides financial advice to individual and high-net-worth clients primarily through referrals to third-party money managers and offers estate-planning support services. The firm focuses on client communication, oversight of third-party managers, and employs fundamental, technical, and cyclical analysis in its recommendations.

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.

Michael Fry is a financial advisor at RWC For Life with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Steward Financial Services, Inc. since 1993. Fry also creates financial education content through his business, Dashing Upward. RWC For Life provides comprehensive financial planning, targeted consulting, and investment management to individuals, high-net-worth clients, and corporate entities. The firm manages approximately $30 million in discretionary assets and offers customized and model portfolios with regular reviews.

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.

Edward Gjertsen II is a CFP®-certified financial advisor with 33 years of industry experience. He has worked at Engage Wealth Group, LLC since 2020 and previously spent 21 years at Mack Investment Securities. Outside of financial advising, he owns and operates GJERTSEN IMAGES, a photography business that sells prints of sports and wildlife subjects online. Engage Wealth Group provides investment advisory and wealth management services to individuals, retirement plans, foundations, and trusts. The firm develops individualized investment plans using fundamental and technical analysis and employs a range of strategies including the use of borrowing and derivatives in separately managed accounts.

David Johnson is a CFA® charterholder and holds a Series 65 license, with 17 years of experience in the financial industry. He has been the principal advisor at ZHP Capital LLC since 2008 and serves as an adjunct faculty member at the University of Phoenix, teaching economics and finance courses. ZHP Capital LLC serves individual investors, trustees, and small businesses with portfolio management, investment consulting, pension consulting, and a subscription-style financial coaching service. The firm combines investment advisory services with accounting, bookkeeping, and tax-preparation offerings, focusing on long-term, diversified asset allocation and serving both discretionary and non-discretionary accounts.

Matthew Kunst is a CFP® and CFA® with nine years of industry experience. He has worked at Opus Financial Solutions LLC since 2017 and previously spent eight years at MMK Financial Services. Opus Financial Solutions provides investment advisory and financial planning services to individuals, families, business owners, executives, trusts, and other entities, offering both discretionary and non-discretionary portfolio management. The firm emphasizes integrated tax and accounting support alongside investment management, utilizing a combination of strategic and tactical asset allocation with ETFs, mutual funds, and alternative investments when appropriate.

Kirk Kreikemeier is a CFP® and CFA® with 18 years of experience in financial advising. He has worked at Pebble Valley Wealth Management since 2008, where he is one of two advisors. Pebble Valley Wealth Management serves individual, charitable, and corporate clients, offering discretionary portfolio management, financial planning, and pension consulting. The firm’s investment approach focuses on asset allocation and mutual fund/ETF selection, with a notable use of derivative-based option strategies and selective digital-asset exposures within client portfolios.