Alexandra Andersen is a financial advisor at Greenstone Belt Wealth Advisors, LLC with a Series 65 license and one year of industry experience. She previously worked at Ostrow Reisin Berk & Abrams, Ltd for seven years and at Scribe America for two years. Greenstone Belt Wealth Advisors serves individuals and families, including high-net-worth clients, providing fee-based financial, estate, tax, and retirement planning, as well as discretionary portfolio management. The firm employs a diversified investment approach grounded in modern portfolio theory and offers additional services such as ERISA retirement plan consulting and fiduciary support.

William Enoch is a financial advisor at Zuckerman Investment Group in Chicago, IL, holding Series 63 and Series 65 licenses with six years of industry experience. He has been with Zuckerman Investment Group since 2007. Outside of his advisory role, he operates a floral business in Wheaton, IL. Zuckerman Investment Group serves high net worth individuals, families, trusts, and charitable foundations by offering customized investment portfolios and comprehensive wealth management. The firm employs a value-oriented, long-term investment approach supported by internal research and team collaboration, managing approximately $1.9 billion across seven advisors.

John Wimbiscus is a CFP® with 24 years of industry experience, currently serving with Bates Financial Advisors, Inc. He previously worked at The Mather Group, LLC and Trinity Financial Advisors. The firm is an SEC-registered advisory team managing approximately $395 million for around 426 clients, offering portfolio management, financial planning, and consulting services to individuals, institutions, and charitable organizations. Bates Financial Advisors customizes investment policies based on client objectives and risk tolerance, utilizing a range of instruments including mutual funds, ETFs, and government securities.

Keith Schicker is a CFA® charterholder with six years of industry experience. He has been with Zuckerman Investment Group, LLC since 2013. The firm provides comprehensive family wealth management services to high net worth individuals, families, trusts, partnerships, retirement plans, and charitable foundations. Zuckerman Investment Group follows a value-oriented, long-term investment approach, managing approximately $1.9 billion across seven advisors.

Douglas Glick is a financial advisor with Total Clarity Wealth Management, Inc., holding a Series 66 designation and over 20 years of industry experience. He has worked at LPL Financial LLC since 2018 and previously spent five years at Cetera Advisor Networks LLC. Outside of advisory work, he is involved with Folkson, LLC, a farm business in Chicago. Total Clarity Wealth Management is a multi-advisor firm serving individual and high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary portfolio management, financial and retirement planning, and specialized services using a mix of model portfolios, third-party managed accounts, and in-house strategies.

Jason Blandford is a financial advisor at Vestor Capital, LLC with 22 years of industry experience. He holds a Series 66 designation and has been with Vestor Capital since 2017, previously working at TDAmeritrade Inc. from 2009 to 2017. 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 through 21 advisors and offers a range of strategies including concentrated equity portfolios, mutual funds, ETFs, fixed income, and alternatives.

James Viktora is a financial advisor with Strategic Investment Solutions, Inc. in Orland Park, IL, holding Series 65, 63, and 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Paychex. He is also involved with PayEntry, a business outside of his advisory work. Strategic Investment Solutions, Inc. provides discretionary investment supervisory services and model portfolio management to a diverse client base, including individual investors, high-net-worth clients, and pension plans. The firm emphasizes asset allocation and a passive, long-term buy-and-hold investment approach implemented through proprietary model portfolios and institutional funds.

Daniel Zuckerman is a CFA® charterholder with 12 years of experience in the financial advisory industry. He has been with Zuckerman Investment Group, formerly Asset Management Investors, since 2005. Zuckerman Investment Group provides comprehensive family wealth management services to high net worth individuals, families, trusts, partnerships, retirement plans, and charitable foundations. The firm employs a value-oriented, long-term investment approach focused on customized portfolios and tax-aware management across individual equities, fixed income, ETFs, mutual funds, and select alternative assets.

Catalina Ulloa is a financial advisor at Centric Wealth Management, LLC with 10 years of industry experience. She has held positions at Centric Wealth since 2018 and previously worked at Merrill from 2015 to 2018. Ulloa holds a Series 66 designation and is based in Chicago, IL. Centric Wealth Management, LLC is an SEC-registered advisory firm that provides discretionary investment management, financial planning, and retirement-plan participant account management. The firm serves individual clients, including high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and business entities, using proprietary model strategies and a combination of fundamental, technical, quantitative, and qualitative analysis.

Ryan Buffone is a financial advisor with Mountain Capital Investment Advisors Inc in Chicago, holding a Series 65 credential and one year of industry experience. Prior to joining Mountain Capital, he worked as a first officer pilot for United Airlines and SkyWest Airlines. He is also the owner of Career Nav LLC, a career coaching and interview preparation business. Mountain Capital Investment Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with discretionary wealth management and financial planning. The firm focuses on long-term portfolio construction using diversified, low-cost mutual funds and ETFs, combining fundamental and technical analysis to tailor investments to client goals and risk tolerance.

Kyle Mc Grath is a CFA® charterholder with a Series 66 license and two years of industry experience. He is currently with Riverpoint Wealth Management and previously worked at Kovitz Investment Group, Focus Financial Partners, and AllianceBernstein Investments, Inc. Riverpoint Wealth Management is an independent firm serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary asset management, financial planning, and 401(k) consulting, tailoring portfolios using a range of investment vehicles and applying quantitative analysis and third-party research.

Mark Resnik is a financial advisor at Burling Wealth Partners in Chicago, IL, holding a Series 65 designation with 20 years of industry experience. His prior roles include positions at AT Investment Advisers Inc. and Geneva Investment Management of Chicago, LLC. Burling Wealth Partners is an SEC-registered advisory firm serving individuals, family offices, trusts, estates, private foundations, corporations, and qualified retirement plans. The firm offers comprehensive financial planning and investment management through a client-centered, long-term approach that integrates both fundamental and technical research.

Aristotle Petruleas is a financial advisor at North Star Investment Management Corporation with the Series 65 designation and four years of industry experience. He has worked at North Star since 2020 and previously spent 14 years at Fifth Third Banks (formerly MB Financial Bank). North Star Investment Management Corporation serves a range of clients including individuals, pension plans, trusts, and charitable organizations, offering discretionary portfolio management, financial planning, and family office services. The firm manages approximately $2.5 billion in client assets and is notable for its sponsorship of multiple mutual funds used frequently in client portfolios and its integrated managed-account reporting for other advisers.

Katie Tucker is a financial advisor at Vestor Capital, LLC in Chicago, IL, holding a Series 65 designation. She joined Vestor Capital in 2025 and previously worked at Northern Trust from 2022 to 2025. Her background also includes positions at the University of Iowa College of Medicine and ML Group Design & Development. Vestor Capital 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 and uses diversified strategies across various asset classes, managing approximately $2.28 billion in advisory assets as of December 2025.

Chadwick Schlett is a CFA® charterholder with 11 years of industry experience. He has been with Rothschild Investment LLC since 2014. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting to individuals, families, trusts, foundations, corporations, and plan sponsors. Rothschild emphasizes working with entrepreneurs and closely held business owners and manages private pooled Conduit Funds that invest in third-party private funds.

Jacob Moss is a financial advisor at RCM Wealth Advisors in Chicago, IL, holding a Series 66 designation with 14 years of industry experience. He has worked with firms including United Capital Management of KS, Inc. and SA Stone Wealth Management Inc. Outside of advising, Moss serves as the head basketball coach at USD 412 - Hoxie High School and owns Moss Cattle Company, a cow/calf agricultural operation. RCM Wealth Advisors provides investment portfolio management and financial planning services to individual clients, pension and profit-sharing plans, and corporate entities. The firm utilizes fundamental and cyclical analysis in constructing diversified portfolios and specialized strategies, including options-based income programs, with an internal committee overseeing the investment process.

James Karabas is a CFP® with 27 years of industry experience, currently serving at Embree Financial Group since 2016. He is also the owner of Pente Consulting LLC, a litigation support and consulting firm that assists attorneys in financial services arbitration and litigation matters outside of market hours. Embree Financial Group provides holistic financial planning, discretionary investment management, and retirement plan consulting to individuals and institutions, including high net worth clients and corporate plans. The firm employs a fiduciary approach using fundamental, technical, and cyclical analysis, offering customized reporting and performance-based fee arrangements for qualified clients.

Juan Lopez is a financial advisor at Invicta Advisors LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Encompass Investments and Appreciation Financial. Outside of his advisory role, he is a managing partner at Singularity Partners, LLC, and serves as a private investigator with ETS Intelligence, LLC. Invicta Advisors provides portfolio management, financial planning, and consulting services to individuals, pension plans, charitable organizations, and corporations. The firm employs a mix of fundamental, quantitative, and qualitative analysis and offers a range of advisory arrangements, including discretionary and non-discretionary services.

Katherine Donaldson is a CFP® and Series 65 licensed advisor with 22 years of industry experience. She has been with Doyenne Wealth Advisors since 2022 and previously worked for Brownson, Rehmus & Foxworth, Inc. for 21 years. Doyenne Wealth Advisors serves high-net-worth individuals, senior corporate executives, and related trusts, foundations, and endowments, providing personalized financial counseling and non-discretionary investment advisory services. The firm focuses on long-term, diversified asset allocation and delivers comprehensive planning while maintaining client decision authority.

Kelsey Spresser is a CFP® with nine years of industry experience, currently serving as a financial advisor at Doyenne Wealth Advisors since 2022. Prior to joining Doyenne, she worked at Brownson, Rehmus & Foxworth, Inc. for five years. Doyenne Wealth Advisors provides personalized, non-discretionary financial counseling and investment advisory services primarily to high-net-worth individuals, senior corporate executives, and related trusts, foundations, and endowments. The firm emphasizes long-term, diversified asset allocation and operates on a fee-only, independent basis, managing over $1.8 billion with a tailored, multi-meeting review process for affluent households.