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 CFA® charterholder with 51 years of industry experience. He has been with Rothschild Investment Corporation since 1991 and is currently affiliated with Rothschild Investment LLC in Chicago, IL. Rothschild Investment serves individuals, families, trustees, corporations, pension and profit-sharing plans, retirement plan sponsors, foundations, and other institutional clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and selection of third-party sub-advisers, using asset-allocation models tailored to client objectives and employing a range of investment vehicles and analytical methods.

Edward Pettegrew IV is a Series 66-registered financial advisor at Arena Private Wealth with five years of industry experience. He previously worked at Meaden & Moore Financial Services, LTD and Avantax Advisory Services. Outside of his advisory role, he has provided wealth management and financial services at Meaden & Moore, including client relationship management and financial advice. Arena Private Wealth serves individuals and high-net-worth clients by offering financial planning, portfolio management, and customized investment strategies, including covered-call strategies. The firm also sponsors pooled investment vehicles and private funds and employs a combination of fundamental, technical, and modern portfolio approaches.

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 CFP® with 19 years of experience in the financial industry. He currently serves as Managing Director and Private Wealth Advisor at Objective Capital Management, LLC, and has prior experience with Fifth Third Securities and Mutual Securities, Inc. Outside of his advisory work, he manages administrative operations at Tosh Watt Partners, LLC. He is part of Arena Private Wealth, a multi-advisor firm that provides financial planning and portfolio management services to individuals and high-net-worth clients. The firm offers customized strategies, including manager selection and a covered-call approach for concentrated equity positions, and employs a combination of fundamental, technical, and modern portfolio techniques.

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.

John Kostaken is a financial advisor at Truvestments Capital LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Truvestments Capital since 2019. Outside of his advisory role, Kostaken is an associate at Demongronomics, where he is involved in marketing and technology administration. Truvestments Capital LLC serves individuals, high-net-worth clients, trusts, estates, private funds, charitable organizations, and businesses. The firm offers discretionary and non-discretionary asset management, financial planning, consulting, and sub-advisory services, and manages a private investment vehicle focused on long-term Bitcoin holdings.

Ronald Reitz Jr. is a CFP® professional with six years of industry experience, currently serving as an advisor at Horizon Wealth Management. Prior to joining Horizon, he held roles at LPL Financial, Capital Analysts, Lincoln Investment, and Equitable Advisors, among others. Horizon Wealth Management is an SEC-registered advisory firm that provides financial planning and discretionary investment management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term, fiduciary investment approach, utilizing diversified portfolios and ongoing portfolio monitoring.

Randolph Hardy is a CFP®, CFA®, and Series 63-licensed advisor at Factor Wealth Management with 21 years of industry experience. He has been with Factor Wealth Management Ltd. since 2009. The firm manages approximately $630 million for a diverse client base including individuals, high-net-worth clients, business entities, charitable organizations, and pension and profit-sharing plans. Factor Wealth Management employs a long-term, systematic investment approach focused on diversified, risk-based portfolios, offering discretionary and non-discretionary management alongside financial planning and pension consulting services.

Mark Soehn is a Series 65-licensed financial advisor with 20 years of industry experience. He has been with Financial Solutions Advisory Group in Chicago, IL since 2003. Financial Solutions Advisory Group serves high-net-worth individuals, corporations, pension and profit-sharing plans, and trusts, offering portfolio management, financial planning, consulting, and retirement plan education services. The firm uses a comprehensive data-gathering process to establish client-specific investment policies and employs a mix of fundamental, technical, quantitative, and qualitative analysis across long- and short-term strategies.

Richert Hart is a CFP® professional with 19 years of industry experience. He is currently with 1834 Investment Advisors Co., where he has worked since 2026. His prior experience includes roles at Mission Square Retirement, Ausdal Financial Partners, Nadler Financial Group, Total Benefit Communications, and Capital One Sharebuilder. 1834 Investment Advisors provides investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes asset allocation and customized portfolio strategies, offering both discretionary and non-discretionary management and access to alternative investments through third-party platforms.

Katarzyna Richardson is a financial advisor at Expressive Wealth LLC in Chicago, IL, with eight years of industry experience. She holds Series 63 and Series 65 designations. Her prior work includes roles at Eddie Patel Inc., National Financial Services LLC, Charles Schwab, and FIDELITY Brokerage Services LLC. Expressive Wealth serves individuals, high-net-worth clients, trusts, estates, and retirement plans by providing discretionary asset management, ERISA 3(38) plan services, modular financial planning, and consultation. The firm employs fundamental, technical, and cyclical analysis in its investment decisions and offers oversight of Sub-Advisors’ strategies as part of its portfolio management.

Alexander Saf is a CFA® charterholder with three years of industry experience. He is currently with Sierra Summit Advisors LLC, where he has worked since 2023. Prior to that, he held positions at Innovis Asset Management LLC and Premier Asset Management. Sierra Summit Advisors primarily serves high-net-worth individuals and institutional clients, offering discretionary portfolio management, financial planning, and consulting services. The firm employs a combination of fundamental, quantitative, and technical analysis across a range of equity and fixed-income strategies and manages over $600 million for approximately 115 clients.

Richard Little is a financial advisor at Serenity Investment Advisors with 15 years of industry experience. He holds the Series 66 designation and previously worked at Kingsview Asset Management. Outside of his advisory role, he is also an independent insurance agent specializing in life insurance. Serenity Investment Advisors is a five-advisor team managing approximately $376 million for nearly 400 clients, serving individuals, institutional plans, trusts, and charitable organizations. The firm employs a tactical allocation approach based on fundamental analysis and offers a range of proprietary investment models, combining active and passive strategies with various securities.