Collin Wegener is a financial advisor at The Mosaic Financial Group, LLC in Chicago, holding a Series 65 designation with two years of industry experience. He has been with The Mosaic Financial Group since 2018 following five years as a student. The Mosaic Financial Group serves primarily high-net-worth individuals, trusts, estates, charitable organizations, and various types of plans and entities, managing approximately $898 million in assets across about 125 client relationships. The firm integrates investment advisory with accounting and tax services, offering both discretionary and non-discretionary portfolio management with a focus on asset allocation and individualized portfolio construction.

John Ginley is a financial advisor at Berkshire Asset Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Brentview Investment Management, BMO Asset Management Corp., and Nuveen Fund Advisors. Berkshire Asset Management provides discretionary and non-discretionary portfolio management to a diverse client base including individuals, high-net-worth investors, foundations, and institutions. The firm offers defined investment strategies such as Core Equity, Dividend Income, and fixed income, and serves as an adviser to private funds and as sub-advisor to an equity ETF.

Frank Miller is a financial advisor at The Mosaic Financial Group, LLC in Chicago, holding a Series 65 designation with two years of industry experience. Prior to joining The Mosaic Financial Group in 2020, he worked at Rink Management Services Corp. and was involved with Anita Dee Yacht Charters. The Mosaic Financial Group serves primarily high-net-worth individuals, trusts, estates, charitable organizations, and various institutional clients, managing approximately $898 million in assets. The firm emphasizes asset allocation and integrates accounting and tax services, providing tailored investment advisory and financial planning solutions.

Jill Shuter is a financial advisor at Vestor Capital, LLC in Chicago, IL, holding a Series 66 designation with 19 years of industry experience. She has been with Vestor Capital since 2012 and has also worked with affiliated entities Vestor Capital Securities, LLC and Vestor Capital Insurance Advisors, LLC. Vestor Capital is a multi-team investment and wealth management adviser serving individuals, families, not-for-profit organizations, foundations, and qualified retirement plans. The firm manages approximately $2.08 billion in discretionary assets and employs a centralized Investment Committee to construct concentrated, low-turnover equity portfolios alongside fixed income, mutual fund, ETF, and alternative strategies.

Kathleen Valleau is a CFP® and holds a Series 65 license, with six years of industry experience. She has worked at ShankerValleau Wealth Advisors, Inc. since 2019 and previously held roles at Becton, Dickinson and Company and Vyaire. Outside of advisory work, she serves as an accountant with ShankerValleau Accountants, Inc. and is a board member of The Kaufherr Resource Center. ShankerValleau Wealth Advisors is a team-based SEC-registered firm that manages approximately $645 million for over 200 clients, offering wrap-fee portfolio management, individualized investment supervision, and integrated financial planning. The firm employs evidence-based, structured investment strategies with broad diversification and incorporates financial planning into its advisory services.

Nick Demopoulos is a CFP® with over 18 years of industry experience. He has worked at Nomura Securities International since 2008 and has been with Embree Financial Group since 2021. Prior to that, he spent seven years at Bank of Brazil. Embree Financial Group provides holistic financial planning, discretionary investment management, and retirement plan consulting to individuals and institutions. The firm serves high net worth clients, families, pension and profit-sharing plans, trusts, and corporations, managing assets with a fiduciary approach that incorporates fundamental, technical, and cyclical analysis.

Marie Beckman is a CFP® professional with 26 years of experience in financial advisory. She previously worked for A. Robert Taylor Financial Advisory Services, Ltd. for 13 years and transitioned her clients to Financial Solutions Advisory Group, where she currently serves as an advisor in Chicago, IL. Financial Solutions Advisory Group provides investment advisory and portfolio management services to individuals, corporations, pension and profit-sharing plans, and trusts. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis to develop investment policies and manages approximately $900 million in discretionary assets across about 350 client relationships.

Timothy Debruyne is a financial advisor at The Mosaic Financial Group, LLC in Chicago, IL, holding a Series 65 credential with 21 years of industry experience. He has been with The Mosaic Financial Group since 2003. The Mosaic Financial Group primarily serves high-net-worth individuals, trusts, estates, charitable organizations, and various business entities, managing approximately $898 million in assets across about 125 client relationships. The firm emphasizes asset allocation and integrates accounting and tax services into its advisory platform, offering both discretionary and non-discretionary portfolio management along with in-house tax preparation and bookkeeping.

William Pekin is a CFA® charterholder with 30 years of industry experience. He has been with Pekin Singer Strauss Asset Management since 2001. Pekin Hardy Strauss, Inc. is a team-based firm that provides investment management, financial planning, and retirement plan services to individuals, pension plans, registered investment companies, charitable organizations, and corporations. The firm’s investment approach integrates fundamental analysis, asset allocation, and ESG factors, employing a variety of strategies including derivatives and short selling to tailor portfolios to clients’ objectives and risk tolerances.

Kurt Newsom is a CFP® and holds a Series 66 license with 15 years of industry experience. He currently serves as an advisor at XXI Wealth, LLC, a role he has held since 2024. Prior to that, he worked at CIBC Private Wealth Advisors, Inc. and CIBC World Markets Corp. for seven years, Atlantic Trust Investment Advisors for one year, and Geneva Investment Management of Chicago for six years. XXI Wealth, LLC provides comprehensive financial planning and wealth management services to individual and high-net-worth clients. The firm offers customized portfolio construction using a mix of equities, fixed income, index funds, ETFs, direct indexing, alternative investments, and private placements, and employs active oversight of third-party money managers.

Ryan Kaysen is a CFP® with nine years of industry experience, currently serving at Serenity Investment Advisors in Chicago. He joined Serenity in 2026 after five years at Integritas Financial, LLC. Outside of financial advising, Kaysen works as a consultant in operations and sales development for Sound Control Solutions, Inc., a wholesale distribution company. Serenity Wealth Management offers fee-based investment advisory and financial planning services to a range of clients including individuals, pension plans, trusts, and corporations. The firm employs a tactical allocation approach using proprietary model portfolios and fundamental analysis, with both discretionary and non-discretionary management strategies.

Joseph Stock is a CFP® with 12 years of experience in the financial services industry. He is a managing partner and co-founder of Lake Street Private Wealth, where he has worked since 2018. Prior to this, he held roles at Purshe Kaplan Sterling Investments, Cantella & Co., Inc., Bank of America, and Merrill Lynch. Lake Street Private Wealth provides discretionary investment management, financial planning, and fiduciary services to individuals, high-net-worth clients, business entities, and various types of plans and trusts. The firm emphasizes institutional cost structures, global diversification, and a focus on asset-class allocation, offering both discretionary trading authority and non-discretionary advisement.

William Henry is a CFA® charterholder affiliated with Willis Towers Watson Securities, LLC. He has been with Willis Towers Watson entities since 2010 and has one year of experience at his current firm in Chicago, IL. He is also associated with Towers Watson Retiree Insurance Services, Inc. Willis Towers Watson Securities, LLC provides retirement-focused investment advisory services primarily through its Via Retirement platform, which offers web-based financial planning, discretionary model portfolios, and access to investment adviser representatives. The firm’s approach emphasizes diversified model portfolios and asset-allocation modeling supported by affiliated sub-advisers and insurance brokerage activities within the broader Willis Towers Watson organization.

Daniel Hord is a financial advisor with Rothschild Investment LLC, holding the CFA® designation and Series 63 license. He has 51 years of industry experience, including 35 years with Rothschild Investment Corporation. Rothschild Investment LLC provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, corporations, and institutional retirement plans. The firm employs a client-specific asset allocation process supported by quantitative analysis and offers retirement plan consulting, portfolio management, and oversight of third-party sub-advisers.

Edward Pettegrew IV is a financial advisor at Arena Private Wealth with five years of industry experience. He holds the Series 66 designation and has worked at Meaden & Moore Financial Services, LTD., Avantax Advisory Services, and Cetera Wealth Services. Pettegrew has held roles involving wealth management and client relationship management. Arena Private Wealth provides financial planning and portfolio management to individuals and high-net-worth clients, offering customized investment strategies including covered-call approaches for concentrated equity positions. The firm utilizes a combination of fundamental, technical, and modern portfolio strategies and serves as a fund sponsor and general partner for proprietary investments.

Alexander Murzyn is a financial advisor at LFG Wealth Partners, LLC in Chicago, IL. He holds a Series 65 designation and has been with the firm since 2025. Prior to his current role, Murzyn worked in the logistics industry at Avenue Logistics, Redwood Logistics, Energy Transportation Group, and Echo Global Logistics. LFG Wealth Partners serves individuals, including high-net-worth clients, and retirement plan sponsors with personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA 3(21)/3(38) plan services. The firm employs a mix of fundamental, technical, and cyclical analysis in its investment approach, including direct indexing, options trading, and strategic asset allocation.

Andrew Kitay is a CFP® professional with six years of experience at Urban Financial Advisory Corporation in Chicago. Prior to joining Urban Financial, he held roles at EY and The Ohio State University. Urban Financial Advisory Corporation serves mid- to high-net-worth individuals and related entities, delivering comprehensive financial planning and portfolio management. The firm integrates accounting and legal services alongside advisory work, providing tax planning, compliance, and estate administration in addition to investment management.

Jason Tosh is a financial advisor at Arena Private Wealth with 19 years of industry experience. He holds the CFP® and Series 66 designations and previously worked at Fifth Third Securities and Mutual Securities, Inc. Outside of his advisory work, he is involved with Tosh Watt Partners, LLC, which manages administrative operations. Arena Private Wealth provides financial planning and portfolio management for individuals and high-net-worth clients, offering customized strategies including covered-call approaches and managing pooled investment vehicles and private funds. The firm uses a combination of fundamental, technical, and modern portfolio techniques and incorporates AI tools for operational efficiency.

Brandon Hardy is a financial advisor at Pekin Hardy Strauss, Inc. in Chicago, IL, with 24 years of industry experience. He has been with Pekin Singer Strauss Asset Management since 1997. Hardy holds the Series 63 and Series 65 designations. Pekin Hardy Strauss, Inc. provides investment management, financial planning, and retirement plan services to individuals, pension and retirement plans, registered investment companies, charitable organizations, and corporations. The firm employs a fundamental analysis and asset allocation approach that incorporates ESG factors and utilizes a variety of instruments, including derivatives, to manage income and risk.

Eric Kuby is a financial advisor with North Star Investment Management Corporation in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at North Star since 2004 and previously held positions at NewEdge Securities and Wells Fargo Clearing. He is also an investment committee member at Regal Investment Advisors LLC. North Star Investment Management Corporation serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other entities. The firm provides discretionary portfolio management, financial planning, family office services, and manages approximately $2.5 billion in assets, often allocating client assets into its own mutual funds.