Sarah Pierce is a financial advisor at Watershed Private Wealth with 16 years of industry experience. She holds a Series 66 designation and has worked at firms including Northwestern Mutual Investment Management, Creative Planning, and Steven L Braun. Watershed Private Wealth provides investment advisory services to individuals, trusts, estates, and retirement plans with a focus on customized portfolio management and financial planning. The firm utilizes a range of strategies including third-party model portfolios, direct indexing, and structured products to tailor investment programs based on client goals and risk tolerance.

Charles McKenna is a financial advisor at McKenna Capital, Inc. with eight years of industry experience. He holds Series 63 and Series 65 credentials and has operated as a sole proprietor since 2009. Outside of his advisory work, McKenna serves as a director at Wheaton Bank and Trust and Penske Motor Group, and he owns a business services company. McKenna Capital is a small advisory firm serving individual and high-net-worth clients, as well as select institutional accounts, offering portfolio management and standalone financial planning. The firm employs a combination of charting, fundamental and technical analysis, and uses a range of investment vehicles including mutual funds, ETFs, equities, and fixed income to construct portfolios tailored to documented client risk tolerances.

Todd Reeves is a financial advisor at Tim Reeves & Associates with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fortune Financial Services, Inc. since 2015. Tim Reeves & Associates provides portfolio management for pooled investment vehicles and institutional clients, focusing on discretionary management and financial planning. The firm uses hourly and flat fee structures rather than asset-based fees and maintains affiliations with a broker-dealer and insurance licensing.

Julie Murphy is a CFP® and ChFC® with 30 years of experience in financial advising. She is currently with Sequoia Wealth Management, LLC in Chicago, where she has worked since 2015, and also has longstanding ties to LPL Financial LLC and JMC Wealth Management, Inc. Outside of her advisory roles, she is the owner of Beyond Your Wildest Dreams, LLC. Sequoia Wealth Management serves individuals, trusts, estates, corporations, and employer retirement plans by providing asset management, financial planning, and retirement-plan consulting. The firm uses a combination of quantitative optimization, third-party research, and manager selection to tailor portfolios and offers both discretionary management and third-party strategist model implementation.

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.

Ryan Kavois is a CFP® professional with 19 years of industry experience, currently serving as the principal advisor at Brickwork Financial Planning, LTD in Orland Park, IL. His prior experience includes roles at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. He holds Series 66 registration and has been involved with Brickwork Financial Planning since 2009. Brickwork Financial Planning, LTD provides financial planning and consulting services to individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and businesses. The firm offers advisory financial plans and consulting engagements with a focus on written recommendations and non-discretionary pension consulting, utilizing a combination of fixed-fee and hourly billing structures.

Shivam Patel is a financial advisor at SC Wealth Advisors with a Series 65 credential and four years of combined experience at the firm. Prior to his current role, he worked at SPTRADEZ LLC and has teaching experience at the University of Chicago, Glenbard North High School, and Stratford Middle School. SC Wealth Advisors serves individuals, including high-net-worth households, as well as pension plans, trusts, estates, charitable organizations, and other business entities. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis across a variety of investment instruments and offers discretionary portfolio management, financial planning, and pension plan consulting.

Christopher Daniels is a financial advisor at Advanced Planning Advisors Group Inc. with 19 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Nuveen Securities, LLC and LPL Financial LLC. Daniels is also the managing member and owner of Daniels Asset Capital LLC, a non-investment related business. Advanced Planning Advisors Group Inc. provides investment advisory services to individuals, high-net-worth clients, trusts, and estates through a co-advisor arrangement and financial planning at no additional cost. The firm refers assets to an SEC-registered third-party manager that handles portfolio management and custodial services, while assisting clients with model selection and tailoring strategies based on comprehensive financial planning.

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.

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.

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.

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.

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.