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 with AllStreet Wealth in Chicago, holding a Series 65 designation and two years of industry experience. His prior roles include work at Midwest Small Business Accounting and Tax and various positions in education and distribution services. AllStreet Wealth provides financial planning and discretionary investment management services to individuals, high-net-worth clients, and business owners, utilizing a long-term, passive investment approach focused on asset allocation and Modern Portfolio Theory. The firm offers multiple planning tiers that integrate financial planning with investment management tailored to client needs.

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.

Andrew Arnold is a financial advisor at M3Sixty Capital, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Investments and Carillon Fund Distributors, Inc. He also serves as a Regional Director and Wholesaler for M3Sixty Capital. M3Sixty Capital, LLC provides investment advisory services primarily to institutional clients and investment companies, managing several SEC-registered mutual funds and offering model managed accounts and separately managed accounts. The firm uses a range of active strategies across multiple asset classes and explicitly serves investment companies, including the M3Sixty Small Cap Growth Fund and other specialized funds.

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® with 16 years of experience in the financial services industry. He is currently with Vestor Capital, LLC, where he has worked since 2021. Prior to this, he held positions at TD Ameritrade, Inc. and Thinkorswim Inc. 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 utilizes an Investment Committee to guide diversified strategies across multiple asset classes and offers a range of co-advisory programs and standalone consulting services.

Frank Pavlica is a financial advisor at Strategic Investment Solutions, Inc. with 40 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2018 and has been with Strategic Investment Solutions since 2009. In addition to his advisory work, Pavlica operates Frank J. Pavlica CPA Ltd, providing tax preparation, accounting, and bookkeeping services. He also serves on the board of directors for Cornerstone National Bank & Trust Company. Strategic Investment Solutions is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, and trustees with discretionary portfolio management and model portfolio programs. The firm’s investment approach emphasizes diversified, largely passive, long-term investments guided by Modern Portfolio Theory and the Efficient Markets hypothesis.

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.

Michael Sedlak is a financial advisor at Sikich Financial with 25 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Sedlak previously worked at Golden Trail Advisers for 13 years and MPS-LORIA Financial Planners, LLC for 9 years, and he continues to serve as manager for Golden Trail Advisers, LLC. Sikich Financial is an SEC-registered multi-team advisory firm serving individuals, retirement and profit-sharing plans, trusts, estates, and business entities. The firm provides integrated wealth management, retirement plan consulting, and participant education, utilizing an asset-allocation approach supported by in-house and third-party managers across multiple platforms.

Mark Kerman is a financial advisor at RCM Wealth Advisors in Chicago, IL, with eight years of industry experience. He holds a Series 66 designation and has previously worked at Harvest Investment Services, LLC, and ProEquities, Inc. In addition to his advisory role, Kerman is a partner and CPA at Siepert & Co. LLP, an accounting firm where he provides accounting, consulting, and tax planning services. RCM Wealth Advisors is a multi-advisor SEC-registered firm managing approximately $324 million for around 530 clients, serving individuals, pension and profit-sharing plans, and corporate clients. The firm employs a combination of fundamental and cyclical analysis supported by an internal Investment Policy Committee, offering tailored portfolios and a variety of strategies including ETF-driven allocations and options-based programs.

Brewster Lindblad is a financial advisor at The Mosaic Financial Group, LLC in Chicago, IL, holding a Series 65 designation with 12 years of industry experience. He has been with The Mosaic Financial Group since 2011. The Mosaic Financial Group serves high-net-worth individuals, trusts, estates, charitable organizations, and various institutional clients, managing approximately $898 million in assets. The firm integrates investment advisory with estate and financial planning, tax preparation, and bookkeeping, emphasizing asset allocation and offering both discretionary and non-discretionary portfolio management.

Kenneth Dow is a CFP® with 29 years of industry experience and currently serves at SAGE Private Wealth Group, LLC. He is the owner and managing partner of The Dow Group, a support company. His career includes roles at Morgan Stanley and Raymond James Financial Services. SAGE Private Wealth Group is an SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers wealth management and discretionary portfolio management using a client-specific process that incorporates equities, debt instruments, ETFs, mutual funds, options, and alternative investments.

Steven Resnik is a financial advisor at Burling Wealth Partners in Chicago, IL, holding a Series 65 designation with two years of industry experience. He previously worked at Edgewater Services, LLC and Fifth Street Asset Management, and held a role at Northwestern University. Burling Wealth Partners provides investment management and comprehensive financial planning to individuals, including high net worth clients, as well as entities such as family offices, trusts, and charitable organizations. The firm’s investment approach integrates fundamental and technical research to develop long-term portfolios primarily composed of equities, fixed income, mutual funds, and ETFs, with selective use of alternatives and external managers.

Christopher Chiu is a financial advisor at RCM Wealth Advisors in Chicago, IL, holding a Series 65 designation with 13 years of industry experience. He has worked at RCM Wealth Advisors since 2013 and previously spent five years at Ralloc Capital LLC. RCM Wealth Advisors serves individual clients, including high-net-worth individuals, pension and profit-sharing plans, and corporate entities, offering portfolio management and financial planning through a variety of managed asset portfolios and investment strategies. The firm uses fundamental and cyclical analysis overseen by an internal committee and provides both discretionary and non-discretionary accounts alongside written financial plans and retainer planning services.

Michael Cohen is a financial advisor with Cohen Capital in Chicago, holding Series 63 and Series 65 licenses and with 54 years of industry experience. He previously worked at Raymond James & Associates for 12 years before joining Cohen Capital. Outside of his advisory role, Cohen is a managing partner at Oak Grove Partners, a business venture unrelated to investment advising. Cohen Capital is an SEC-registered investment adviser providing discretionary investment management, wealth management, and financial planning services to individuals, trusts, businesses, and institutional accounts. The firm primarily constructs portfolios using low-cost, diversified mutual funds and ETFs, employing both fundamental and technical analysis with a long-term investment approach.

John Ferrante is a ChFC® credentialed financial advisor with 30 years of industry experience. He has been with Chicago Oakbrook Financial Group since 2007 and previously worked at Commonwealth Financial Network. Ferrante is the owner of JAF Wealth Management, Inc., a private entity that facilitates securities, advisory, and insurance business. Chicago Oakbrook Financial Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm offers customized wealth management, discretionary portfolio management, and comprehensive financial planning, utilizing a broad range of securities and investment strategies tailored to client objectives.