Andrew Farinelli is a financial advisor at Wavvest Wealth with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Embree Financial Group, McAdam LLC, and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is owner and president of Farinelli Financial LLC, providing comprehensive financial planning and investment management services. Wavvest Wealth offers portfolio management and financial planning to individuals through a technology-enabled platform and a direct advisory service. The firm focuses on diversified, long-term asset allocation and utilizes proprietary technology to support client risk profiling and portfolio management.

Sheila Padden is a CFP® and PFS™ credentialed advisor with 13 years of experience at Padden Financial Planning LLC and over 27 years as a CPA. She has led her firm since 2013, providing financial planning services from Chicago, IL. Padden Financial Planning LLC is a fee-only advisory firm serving individuals and families, including trusts, estates, and retirement plans. The firm offers comprehensive financial and tax planning with an investment approach focused on disciplined asset allocation, global diversification, and managing volatility through mutual funds, ETFs, and passive index funds.

John Van Ermen is a financial advisor at Exemplar Wealth Advisors, LLC in Oak Park, IL, holding Series 63, 65, and 66 licenses. He has worked in the financial industry since 2015, including positions at JPM Consulting and Cetera. Exemplar Wealth Advisors provides portfolio management and financial planning services for individuals, high-net-worth clients, and charitable organizations. The firm employs a multifaceted investment approach incorporating charting, cyclical, fundamental, quantitative, and technical analysis combined with modern portfolio theory, and offers discretionary management with ongoing portfolio monitoring.

Michael Thompson is a CFA® charterholder with 11 years of industry experience. He currently serves as a financial advisor at Thompson Capital Management, LLC and Little Harbor Advisors, LLC, where he holds the role of Portfolio Manager. His prior experience includes positions at Kaizen Advisory and Typhon Capital. Thompson Capital Management provides investment management and financial planning primarily to individual and high-net-worth clients, and also serves other advisers through sub-advisory arrangements. The firm employs a model-driven investment approach across multiple strategies, utilizing equities, fixed income, options, and exchange-traded products, including derivatives and VIX-linked instruments.

Bobbie Helman is a financial advisor at Parkview Asset Management, Inc. with seven years of industry experience. She holds a Series 66 designation and has previously worked at firms including Cousins & Associates Inc., StrategyPoint Financial LLC, and Edward Jones. Parkview Asset Management is a small advisory firm serving individuals, trusts, estates, and retirement plans, managing approximately $160 million across about 79 client relationships. The firm employs a fiduciary-oriented, long-term investment approach using diversified portfolios of low-cost mutual funds and ETFs, alongside individual securities and unaffiliated money managers when appropriate.

Brittany Boma is a financial advisor at Joseph Wealth Management, LLC with four years of industry experience. She holds a Series 66 designation and also operates BOMA LLC, a law contract review firm where she works as an attorney. Prior to joining Joseph Wealth Management, she has held roles at Joseph Eden Capital, CTA, and the City of Chicago. Joseph Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations. The firm manages approximately $17.6 million in discretionary client assets and employs a mix of fundamental, technical, cyclical, and modern portfolio theory approaches, including more active strategies such as short-term options trading for suitable accounts.

Alexander Paris Jr. is a CFA® charterholder with 38 years of industry experience. He has been associated with Barrington Research Associates, Inc. since 1985 and currently serves at Barrington Asset Management, Inc., a firm with a four-advisor team based in Chicago, IL. Barrington Asset Management, Inc. provides portfolio management services primarily to high-net-worth individuals, pension and profit-sharing plans, and other pooled investment vehicles. The firm combines bottom-up fundamental research with top-down macroeconomic analysis and selective technical inputs to manage a variety of investment products, including equities, mutual funds, ETFs, options, limited partnerships, and fixed income.

Marcin Szczepaniak is a financial advisor at Kai Wealth LLC in Chicago, IL, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, LPL Financial LLC, and M1 Finance. Kai Wealth LLC provides investment management and advisory services primarily to high-net-worth individuals, pooled investment vehicles, and corporations through separately managed accounts. The firm employs a multi-strategy investment approach incorporating quantitative modeling, third-party manager selection, and derivatives, with oversight focused on manager due diligence rather than daily trade supervision.

Jeffrey Holland is a Series 65-licensed financial advisor with 23 years of industry experience. He has been with VIA IV Investments, LLC since 2002. VIA IV Investments, LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as businesses, charities, estates, and trusts. The firm uses broadly diversified, custom-indexed model portfolios combined with periodic rebalancing and external research, and offers alternative private fund access and a discretionary digital advice program with lower minimums.

Mario Tate is a Series 65-licensed financial advisor at Millennial Wealth Advisors in Chicago, IL, with nine years of industry experience. He has worked at Millennial Wealth Advisors since 2018 and previously spent time at Banyan Tree Investment Consulting, LLC, and Tatewick Enterprises. Millennial Wealth Advisors is an SEC-registered investment adviser serving individuals, high-net-worth clients, family offices, pension and profit-sharing plans, trusts, and other entities. The firm focuses on portfolio management and consolidated reporting, employing technical analysis and a mix of long- and short-term trading strategies, primarily using non-discretionary assets with client trade approval.

Ryan Dolan is a financial advisor at AllStreet Wealth in Chicago, IL, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Midwest Small Business Accounting and Tax and Butler University. AllStreet Wealth serves individual and high-net-worth clients, as well as business owners and employees with equity compensation, offering comprehensive financial planning, project-based engagements, and discretionary investment management. The firm employs long-term, buy-and-hold passive portfolios guided by asset allocation principles and incorporates various analytical methods tailored to clients’ risk tolerance and life circumstances.

Vitaly Novok is a financial advisor at Lestna Retirement, LLC with 12 years of industry experience. He holds a Series 65 designation and has been with Lestna Retirement since 2014. In addition to his advisory role, he maintains an active Illinois real estate broker license with Redfin Corporation. Lestna Retirement is a fee-only wealth management firm serving individuals, families, and institutional clients, including retirement plans and charitable organizations. The firm focuses on long-term strategic asset allocation, using diversified, low-cost investments and tax-aware portfolio management while providing fiduciary consulting and discretionary investment services.

Michael Kwon is a financial advisor with Steward Advisors, LLC in Chicago, IL, holding Series 65 and Series 66 designations and 13 years of industry experience. He has been with Steward Advisors since 2013. 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, offering integrated financial planning, Monte Carlo retirement analysis, and tailored portfolios that include ETFs, mutual funds, individual securities, and derivatives strategies.

Tristen Utterback is a financial advisor with Schamberger, Greylak & Utterback Wealth Management, LLC in Chicago, IL. He holds a Series 66 designation and has two years of industry experience, including roles at LPL Financial and Northern Trust. Outside of his advisory work, he serves as a board member for HFS Chicago Scholars, an education enrichment program for high school students. Schamberger, Greylak & Utterback Wealth Management is an SEC-registered firm with five advisors managing approximately $236 million for over 600 clients. The firm offers discretionary asset management, financial planning, and ERISA plan consulting, using a tailored investment approach that includes quality, out-of-favor stocks and option strategies, alongside access to LPL Financial–sponsored programs.

Young Im is a CFA® charterholder and holds a Series 63 license, currently serving as an advisor at Burling Wealth Partners in Chicago, IL. He has 14 years of industry experience, including 13 years at CI Segall Bryant & Hamill before joining Burling Wealth Partners. Burling Wealth Partners is an SEC-registered advisory firm that offers investment management and comprehensive financial planning to individuals, family offices, trusts, estates, private foundations, corporations, and qualified retirement plans. The firm employs a client-centered, holistic process and typically pursues a long-term investment approach while maintaining flexibility for tactical adjustments.

Mark Holden is a CFP®-designated financial advisor at Vestor Capital, LLC with 16 years of industry experience. He has worked at Vestor Capital since 2021 and previously held roles at TD Ameritrade, Inc. and Thinkorswim Inc. in Chicago, IL. Vestor Capital, LLC provides investment and wealth management, portfolio management, and financial planning services to individuals, not-for-profit organizations, foundations, and qualified retirement plans. The firm employs a centralized Investment Committee that uses internal fundamental research to implement diversified strategies across various asset classes.

Frank Pavlica is a financial advisor with Strategic Investment Solutions, Inc. and holds Series 63 and Series 65 licenses. He has 40 years of industry experience and has worked at Purshe Kaplan Sterling Investments, LPL Financial LLC, and has operated his own CPA firm since 1976. He serves on the board of directors for Cornerstone National Bank & Trust Company and provides tax preparation and accounting services through his CPA practice. Strategic Investment Solutions is an SEC-registered multi-advisor firm offering discretionary portfolio management and model-portfolio services to individuals, pension plans, trusts, and estates. The firm employs a hybrid passive investment approach based on asset allocation and the Efficient Markets framework, using institutional funds primarily from Dimensional Fund Advisors and maintaining a long-term, buy-and-hold strategy with periodic reviews.

Stephen Konsler is a financial advisor at Vestor Capital, LLC in Chicago, IL, with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill Lynch. Outside of his advisory role, he serves as an associate board member for the Daniel Murphy Scholarship Foundation, a charitable organization focused on volunteer and fundraising activities. Vestor Capital is a multi-team investment and wealth management firm serving individuals, families, not-for-profit organizations, foundations, and qualified retirement plans. The firm employs a centralized investment committee to manage concentrated, low-turnover equity portfolios alongside fixed income and alternative strategies, overseeing approximately $2.08 billion in discretionary assets through a team of 21 advisors.

Jared Winkers is a financial advisor at Rothschild Wealth LLC with five years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Northwestern Mutual Wealth Management Company and QCR Holdings. Rothschild Wealth LLC serves individuals, high-net-worth clients, corporate executives, trusts, pension and profit-sharing plans, and other institutional and tax-exempt entities. The firm provides financial planning, portfolio management, retirement plan consulting, and coordinates tax and estate planning, utilizing asset-allocation models and quantitative tools to manage diversified investment portfolios.

Ryan Williamson is a CFP® professional with 26 years of industry experience. He has been with Horizon Wealth Management since 2014 and has worked with LPL Financial for over two decades. Outside of his advisory work, he is an author of a financial planning book and plays guitar in a band. Horizon Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm provides discretionary investment management and financial planning with a long-term, fiduciary approach, managing diversified portfolios and offering ongoing portfolio monitoring.