Jacob Swartz is a financial advisor at Swartz Wealth Management LLC in Chicago, IL, holding Series 65 and Series 63 credentials with one year of industry experience. Before founding his firm, he worked at several companies including Level EX and Chicago Capital Management. He is also involved in selling life and health insurance on a part-time basis. Swartz Wealth Management LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and entities such as trusts and estates. The firm focuses on passive, long-term investment strategies using low-cost index funds and ETFs, and emphasizes education through newsletters and seminars offered at no additional charge.

John Mariscalco is a CFP® and CFA® charterholder with 10 years of industry experience. He has worked at 103 Advisory Group since 2019 and previously held roles at Strategic Wealth Partners, Marquette Associates, Mainstreet Advisors, and Gunnallen Financial. 103 Advisory Group serves individual and high-net-worth clients by providing discretionary asset management, financial planning, retirement rollover advice, and consulting. The firm combines strategic and tactical asset allocation with fundamental and technical analysis and offers specialized services such as fixed-fee institutional consulting and business-development support for financial institutions.

Matthew Dale is a financial advisor at Kai Wealth LLC with a Series 65 designation and two years of industry experience. He previously worked at Gelber Group before joining Kai Wealth LLC. Kai Wealth LLC provides investment management, financial planning, and investment consulting primarily for high-net-worth and sophisticated investors, employing risk-managed portfolio construction with thematic equity strategies, alternative investments, and options-based overlays.

Jing Chen is a CFA® charterholder based in Chicago, IL, with two years of industry experience. She has worked at K2 Wealth Management LLC since 2024 and previously held roles at Forge Global and MSCI. K2 Wealth Management serves individual and high-net-worth clients and related trusts and estates, providing discretionary investment management alongside comprehensive financial counseling, including retirement, tax, and estate planning. The firm employs a goals- and risk-based approach to portfolio construction, integrating quantitative methods and various investment vehicles while coordinating with third-party professionals as part of its ongoing client service.

Jacob Bossert is a CFP® and ChFC® credentialed advisor at Konza Global Wealth Group with four years of industry experience. He previously worked at Fortune Financial Advisors and has a background that includes seven years at USSSA. Konza Global Wealth Group serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm offers portfolio management, financial planning, and pension consulting with an investment approach that incorporates modern portfolio theory, fundamental, quantitative, and technical analysis.

Jonathan Spencer is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Signet Private Wealth, LLC since 2017. His prior roles include positions at Liccar Securities, LLC and Umbono Investments (US) LLC. Outside of advising, he is the Chief Financial Officer and Director of Medinah Road Development Co. LLC, a real estate development company, and manages financial modeling services as the sole member of Twende Investments, LLC. Signet Private Wealth provides investment advice and wealth management primarily to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a value-oriented, primarily long-term investment approach that incorporates fundamental and technical analysis, strategic asset allocation, direct indexing, option-writing for income, and ESG considerations.

Joseph Shea IV is a financial advisor with Horizon Family Wealth, Inc. in Chicago, IL, holding Series 63 and Series 65 designations and offering 30 years of industry experience. He has worked at Shea Financial Group since 2004 and held roles at Riverpoint Wealth Management Holdings and LPL Financial. Outside of his advisory work, he serves as Vice President of the J111 National Racing Class, a nonprofit sailboat racing organization. Horizon Family Wealth serves individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities, providing portfolio management and financial planning. The firm combines fundamental, quantitative, technical, and sector analysis to build diversified portfolios and employs third-party managers as part of its investment approach.

Matthew Michel is a financial advisor at Vital Wealth Management, LLC with 15 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Vital Wealth Management in 2024, he worked at Charles Schwab & Co., Inc. for eight years. Vital Wealth Management provides investment management and integrated financial planning to individual and high-net-worth clients, trusts, corporations, and retirement plans. The firm uses portfolio optimization and efficient-frontier analysis to create diversified allocations and offers fiduciary retirement plan services along with account aggregation and performance monitoring tools.

Yoo Chung Chang is a financial advisor at Upstart Wealth Management, LLC in Chicago, IL, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Upstart Wealth Management, he worked at yooVIN and has a background that includes roles in the restaurant industry. He serves as a board member for the nonprofit CHAAD, where he assists with tax-related issues. Upstart Wealth Management provides investment management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm employs discretionary, asset-allocation strategies using model portfolios and implements them through various vehicles, including separately managed accounts and ETFs, with a notable use of derivatives and margin.

Jennifer Johnson is a financial advisor at Pinelight Financial PLLC in Riverside, Illinois, holding a Series 65 designation and beginning her advisory career in 2025. She previously worked for 16 years at the Social Security Administration. Pinelight Financial serves individual clients, retirement and pension plans, and business clients with financial planning, portfolio management, and retirement plan consulting. The firm employs a diverse investment approach combining active management, core+satellite strategies, and modern portfolio theory, and operates an affiliated accounting practice offering tax and accounting services under separate agreements.

Thomas Laughlin is a Series 65 licensed advisor with seven years of industry experience. He has worked at Signet Private Wealth, LLC since 2019 and is also involved with Andiamo Vento LLC and Twende Investment Group. He previously worked at Halliard Soap Company, LLC from 2016 to 2018. 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 using fundamental and technical analysis, strategic asset allocation, and offers services including portfolio management, financial planning, and assistance with IRA rollovers and IPO participation.

Bahdan Yakavenka is a CFA® charterholder with seven years of experience at BMO Capital Markets and prior experience at CDW and Y???venka Capital Management, totaling four years in the financial industry. He is based in Chicago, IL, and is affiliated with Lestna Retirement, LLC. Lestna Retirement is a fee-only wealth management firm serving individuals, families, and various institutional clients. The firm focuses on a long-term, strategic asset allocation approach using diversified, low-cost vehicles, with services that include fiduciary consulting and discretionary investment management.

Paul Hoffmeister is a financial advisor at Camelot Portfolios, LLC with eight years of industry experience and holds a Series 65 credential. He has held portfolio management roles at Camelot Event-Driven Advisors and KHA Capital, and previously worked at Quaker Funds Inc. and Bretton Woods Research. Outside of investment management, he is president of PKH Group LLC, a company involved in sales of CMMS software. Camelot Portfolios provides discretionary and non-discretionary asset management to individuals and other investment advisers, offering proprietary model strategies and custom accounts. The firm manages a range of strategies using ETFs, mutual funds, options, and alternative investments, often implementing models for clients referred by other advisers and supports pooled and charitable investment vehicles.

Ara Bayindiryan is a financial advisor at Bayworth Capital with 10 years of industry experience and holds a Series 65 designation. His career includes roles at Valyrian Financial, LLC, Xceed Planning, Inc., Bayworth Capital (dba XCEED CAPITAL MANAGEMENT, LLC), and Denali Financial Services, LLC. He is also involved as a managing member and agent of a licensed insurance agency and acts as a general partner to an investment fund. Bayworth Capital provides financial planning, portfolio management, and pension consulting services to individuals, corporations, and retirement plans. The firm offers tailored investment strategies across various asset classes and facilitates client access to alternative investments through a specialized portal, emphasizing pension consulting and pooled investment vehicles.

Pamela Lambert is a financial advisor at Ziv Investment Company in Chicago, IL, holding Series 63 and Series 65 credentials with 23 years of industry experience. She has been with Ziv Investment Company since 2000. Ziv Investment Company provides discretionary portfolio management and securities and retirement-planning advice to individuals, businesses, and institutional clients. The firm manages approximately $22.9 million, focusing on tailored investment strategies that incorporate both fundamental and technical analysis, generally favoring long-term equity holdings and cash-equivalent instruments.

John Davis is a CFP® with 28 years of industry experience and has been with Mentor Capital Management Inc. since 1992. He holds Series 63 and Series 65 licenses. Outside of his advisory work, he is part owner and treasurer of Elmhurst Tailgate Inc., a dog daycare and boarding business. Mentor Capital Management Inc. provides fee-only wealth management and financial planning services primarily for individual clients. The firm employs fundamental analysis within a broad asset-allocation framework, favoring passive, low-expense, index-based strategies for long-term holdings.

Katherine Hennessy is a CFP®-credentialed financial advisor with 10 years of industry experience currently working at Assetgrade, LLC in Chicago, IL. She has been with Assetgrade since 2016. Assetgrade, LLC provides financial planning, investment and wealth management, and retirement plan consulting for individuals, trusts, estates, and corporate entities. The firm manages approximately $337.7 million in discretionary assets across three advisors, using model strategies focused on strategic asset allocation with occasional tactical adjustments.

Richard Milton is a financial advisor at 103 Advisory Group with 25 years of industry experience. He holds the CFA® designation and the Series 63 license. Prior to joining 103 Advisory Group in 2021, he worked at Mainstreet Advisors for 17 years and also has experience with Waterstone Financial Group, Inc. and Feldman Securities Group L.L.C. 103 Advisory Group serves individual and high-net-worth clients by providing discretionary asset management, written financial planning, and business-development consulting to financial institutions. The firm uses a mix of strategic and tactical asset allocation, employs both fundamental and technical analysis, and offers tailored investment management with a focus on high average assets per client.

Robert Bower is a CFA® charterholder with four years of industry experience. He has been with The Invictus Collective, LLC since 2019 and previously worked at Health Care Service Corporation for seven years. Outside of his advisory role, he manages and invests in Invictus Proprietary Opportunity 1 LLC and Invictus Private Group 1 LLC, entities involved in consolidating investors for a synthetic graphite manufacturer. The Invictus Collective provides financial planning, consulting, and investment management services to high-net-worth individuals, trusts, corporations, institutional investors, and advisers, including clients outside the U.S. The firm constructs diversified portfolios using a range of investment vehicles guided by Modern Portfolio Theory and offers both discretionary and non-discretionary arrangements, managing private pooled investment vehicles and marketing structured-product strategies to institutional clients.

Michael Klenn is a CFA® charterholder with one year of experience currently with Significance Capital Management LLC. He previously worked at Allspring Global Investments for three years and Calamos Investments for two years, with prior roles at Timpani Capital Management and periods of unemployment. Significance Capital Management LLC is an independent investment adviser that provides discretionary portfolio management to individuals and high-net-worth clients. The firm employs its Enhanced Alpha Strategy, which tactically allocates among large-cap equities using a combination of fundamental, quantitative, factor, and technical analyses, and serves as sub-adviser to the Significance Capital Enhanced Alpha ETF.