Wendell Franklin is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with American Trust Investment Services Inc since 2014. Outside of his advisory work, he is also a part-time DJ in Chicago. Chicago Capital Management Advisors offers discretionary portfolio management and financial planning services to individuals, corporations, trusts, and retirement plans. The firm uses a fundamentals-driven investment process and provides tailored strategies including growth, income, and asset allocation approaches, incorporating derivatives and access to external model managers.

Katie Reichart is a CFA® charterholder affiliated with Doyenne Wealth Advisors in Chicago, IL. She has one year of industry experience and was previously employed at Morningstar, Inc. for ten years. Doyenne Wealth Advisors offers personalized, fee-only financial counseling and investment advisory services primarily to high-net-worth and ultra-high-net-worth individuals, senior corporate executives, and related entities. The firm focuses on customized, long-term, diversified asset allocation using marketable investments, third-party managed accounts, and selective private investment vehicles, typically on a non-discretionary basis.

John Newhouse Jr. is a financial advisor at Rothschild Wealth LLC with Series 63 and Series 65 credentials and two years of industry experience. He has been involved with Gator Trading Partners since 2003 and holds managing member roles in several investment-related ventures, including Night Crawlers LLC and multiple crypto investing entities. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, corporate executive groups, trusts, retirement plans, and institutional clients. The firm’s investment approach uses asset-allocation models informed by client data and quantitative analysis, implementing strategies through a range of securities and third-party sub-advisers.

Francis Gutrich is a financial advisor at Apollon Financial, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial, Highpoint Advisor Group, and J.P. Morgan Securities. Gutrich also provides investment advisory services through Apollon Financial, an independent registered investment advisory firm. Apollon Financial serves individuals, high-net-worth clients, families, family offices, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team of 16 advisors and offers financial planning, portfolio management, retirement-plan advisory, and access to private and alternative investments using a blend of centrally managed models and advisor-led portfolios.

James Stork is a CFP® and CFA® with 25 years of experience in financial advising. He has been with Pinnacle Financial Group LLC since 2000, currently serving as part of a four-advisor team. Outside of his advisory role, Mr. Stork is a managing member and co-owner of STU Partners, LLC, a holding company for the building Pinnacle leases as its principal place of business, and also manages Tower Management, LLC. Pinnacle Financial Group LLC is an SEC-registered, fee-only investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm combines modern portfolio theory with factor investing, quantitative optimization, and third-party research, offering personalized financial planning and investment management through a consultative, modular approach.

Bret Petersen is a financial advisor at Rothschild Wealth LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Clearing Services, UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, corporate executive groups, trusts, retirement plans, and other institutions. The firm’s investment approach centers on asset-allocation models supported by quantitative analysis and client input, implementing portfolios through various securities and sub-advisers.

Cheryl Krueger is a CFP® with 19 years of experience in the financial services industry. She is currently with Vantage Point Financial, LLC, a team-based firm, and has previously worked at Growing Fortunes Financial Partners and CGN Advisors, LLC. Krueger also serves as managing member of Growing Fortunes Financial Partners LLC, providing administrative support related to her advisory activities. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners with investment management, financial planning, and wealth consulting. The firm offers a fiduciary, customized approach focused on long-term portfolio construction using low-cost mutual funds and ETFs, while maintaining flexibility to include a variety of investment vehicles and integrated planning advice.

Jeffrey Kautz is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Hunter Capital Management. His prior experience includes nine years at Ballast Equity Management. Hunter Capital Management is an SEC-registered investment adviser with approximately $1.09 billion in assets under advisement and a seven-advisor team. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and investment companies through discretionary portfolio management, sponsored pooled vehicles, private funds, and a registered mutual fund.

Elliot Lauzen is an advisor with Grey Fox Wealth Advisors, LLC and holds Series 65 and Series 63 licenses. He has nine years of experience consulting and serving on the board for Flexpoint Ford, LLC, where he provides operational and strategic services related to certain portfolio companies. Lauzen does not have prior industry experience in financial advising. Grey Fox Wealth Advisors is a Delaware-registered firm serving individuals, high-net-worth clients, small businesses, and retirement plans. The ten-advisor team manages about $699 million in assets and offers discretionary investment management and comprehensive financial planning, using customized portfolios with low-cost mutual funds, ETFs, and occasionally individual securities and alternatives.

Derek Fraley is a financial advisor at LCM Capital Management Inc. with 15 years of industry experience. He holds the Series 65 designation and is based in Chicago, IL. LCM Capital Management provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s investment process focuses on fundamental issuer analysis, long-term equity holdings primarily from the S&P 500 and EAFE universes, and periodic rebalancing, managing approximately $365 million in client assets through a team of nine advisors.

Connor Yeoman is an advisor at Rothschild Wealth LLC with a Series 65 designation and one year of industry experience. He joined Rothschild Wealth in 2026 after completing ten years as a student. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, corporate executive groups, trusts, retirement plans, and other institutional clients. The firm’s investment approach focuses on asset-allocation models based on client questionnaires and quantitative analysis, utilizing mutual funds, ETFs, individual equities, fixed-income securities, and external sub-advisers.

Jared Rus is a financial advisor at Goldstone Financial Group, LLC with two years of industry experience. He holds a Series 65 designation and previously worked in education and hospitality before joining Goldstone. Jared is also a fixed annuity and insurance agent. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing over $1 billion across individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers, implementing strategies that include mutual funds, ETFs, fixed income, and alternative investments.

Curtis Ellergodt is a financial advisor at Rothschild Wealth LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with various Rothschild entities as well as Halo Securities LLC and Ausdal Financial Partners, Inc. He also serves as COO/CFO of Rothschild Wealth LLC and CFO/CCO of Rothschild Investment LLC. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, corporate executive groups, trusts, retirement plans, and institutional clients. The firm emphasizes asset-allocation models supported by quantitative analysis and implements portfolios through mutual funds, ETFs, equities, fixed income, and sub-advisers.

Jacob Beck is a financial advisor at Doyenne Wealth Advisors in Chicago, IL, holding a Series 65 designation with three years of industry experience. Before joining Doyenne Wealth Advisors, he worked at Klarna, Upstart, GM Financial, and Northwestern Mutual. His background also includes five years in educational roles at Ohio State University and the high school level. Doyenne Wealth Advisors provides fee-only financial counseling and investment advisory services primarily to high-net-worth and ultra-high-net-worth individuals, senior corporate executives, and their related entities. The firm emphasizes customized, long-term, diversified asset allocation with a focus on marketable investments, third-party managed accounts, and selective private investment vehicles, delivering services mainly on a non-discretionary basis.

Steven Jacobson is a financial advisor with Chicago Investment Advisory Group, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. He has been with the firm since 2006. Outside of his advisory role, he is also a licensed fixed insurance agent. Chicago Investment Advisory Group provides discretionary portfolio management and pension consulting for individuals, high-net-worth clients, trusts, estates, corporations, and employer retirement plans. The firm employs diversified, asset-allocation driven strategies supported by fundamental, technical, and cyclical analysis, offering both long-term buy-and-hold and active trading approaches.

Joshua Payne is an investment adviser representative at Harvest Investment Services, LLC with two years of industry experience. He holds a Series 65 credential and has worked at both Harvest Investment Services and Envoy Advisory Inc. since 2024. Prior to entering the advisory field, Payne was involved with Give Interactive and Southern Illinois University. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs customized and model-based investment strategies and serves as an ERISA 3(38) investment manager, also managing pooled vehicles and providing sub-advisory services.

Kevin Loffredi is a CFP® professional with 29 years of industry experience. He is currently an investment adviser representative at Harvest Investment Services, LLC, where he has worked since 2017. Prior to this, he spent 11 years at ProEquities, Inc. In addition to his advisory role, he serves as a vice president at Morningstar, Inc., maintaining an online education tool for the broker/dealer community. Harvest Investment Services, LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and institutions. The firm employs an actively managed tactical strategy using various analytical approaches and offers specialized services such as ERISA 3(38) investment management and held-away 401k account management.

Owen Hardy is a financial advisor at Blue Line Capital with a Series 65 designation and two years of industry experience. Prior to joining Blue Line Capital in 2026, he worked at Stenger Family Office for three years and has held roles in various organizations including COhatch, Taylor University, Village Links of Glen Ellyn, and Wheaton Academy. Blue Line Capital is a team-based registered investment adviser managing approximately $132 million for about 121 clients. The firm offers discretionary portfolio management and financial planning services that integrate fundamental, technical, and cyclical analysis with both growth and value-oriented strategies, including options and futures where appropriate.

Peter Jarrett is a CFA® charterholder with seven years of industry experience, currently serving as an advisor at Rothschild Investment LLC since 2018. Before joining Rothschild, he worked at CMT Capital Markets Trading and Leo Burnett, and was involved with Young Life from 2013 to 2017. Rothschild Investment LLC provides investment advisory and financial planning services to individuals, trusts, corporations, pension and profit-sharing plans, and other institutional clients. The firm employs client-specific asset allocation models and quantitative analysis as part of its portfolio process and offers services including discretionary portfolio management, retirement plan consulting, and management of pooled vehicles and a private fund.

Frank Moorman is a financial advisor at Goldstone Financial Group, LLC with a Series 65 designation and one year of industry experience. Prior to joining Goldstone, he worked at DBHW Wealth Partners and has held positions outside the financial sector, including roles at Pfister Hotel, Clarke Mosquito Control, and Potbelly. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing approximately $1.05 billion across more than 1,600 client relationships. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers and third-party model portfolios, employing diverse investment strategies including mutual funds, ETFs, fixed income, and select alternatives.