Christopher Hurst is a CFA® charterholder and holds a Series 66 license with 14 years of experience in the financial industry. He has been with Oak Mountain Advisors LLC since 2012, working as one of two advisors at the firm based in Chicago, IL. Oak Mountain Advisors serves high-net-worth and individual clients through separately managed accounts and a private pooled vehicle for accredited investors. The firm employs a value-conscious, research-driven investment approach focused on economic fundamentals and company analysis, managing portfolios on a discretionary basis with attention to tax implications and detailed governance practices.

Thomas Haugh is a financial advisor at Wells Street Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Street Advisors since 2019. Prior to this, he was with Najarian Family Office and PTI Securities & Futures L.P. He hosts a radio program called Stocks and Jocks focused on retirement topics and has served on the Board of Directors for the Chicago Board Options Exchange. Wells Street Advisors, LLC is an independent investment management firm serving individuals, family offices, trusts, and retirement plans. The firm employs a combination of quantitative analysis, technical analysis, and third-party research, and offers a Protected Index Program aimed at downside protection.

Joseph Bianchi is a financial advisor at Stride Investments, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments for six years. His background also includes roles at DePaul University, Triton College, and the Village of Rosemont. Stride Investments, LLC provides fee-based investment management to individuals, high-net-worth clients, corporate accounts, and retirement plans, emphasizing purpose-based investing and retirement-income planning through proprietary tools and regular portfolio reviews. The firm manages assets directly and may appoint sub-advisers, coordinating non-investment services through its affiliated insurance and planning business.

Ree Grossman is a financial advisor at North South Capital, LLC with 26 years of industry experience. She holds the Series 66 designation and has worked at LaSalle St. Investment Advisors, L.L.C. and LaSalle St. Securities, L.L.C. for the past 14 years. Outside of her advisory role, she serves on a local school council board in Chicago without compensation. North South Capital serves individual and high-net-worth clients, corporations, pension plans, charitable organizations, estates, and trusts. The firm offers portfolio management, retirement plan advisory services, financial planning, securities advice, and insurance product recommendations, integrating brokerage, advisory, and insurance activities within its business model.

Katherine Kennedy is a financial advisor at Baldwin Financial Advisors, LLC with one year of industry experience. She holds a Series 66 designation and has worked at both Baldwin Financial Advisors and Equitable Advisors, LLC. Prior to her financial advisory roles, she held positions in the restaurant industry and worked at Ohio University. Baldwin Financial Advisors serves individual clients, families, and small businesses by providing personalized financial planning, modular “a la carte” planning, and advisory consulting. The firm follows a consultative, modular planning process and does not provide discretionary portfolio management or maintain custody of client assets.

Jon Lind is a financial advisor at Lind Capital Partners with three years of industry experience. He holds Series 63 and Series 65 credentials and has been with Lind Capital Partners since 2008. Outside of his advisory role, Jon is connected to Kenyon Partners, Inc., which provides investment management services to Lind Capital Partners and is co-owned by his family members. Lind Capital Partners manages approximately $167 million in discretionary assets for high-net-worth individuals, business entities, and other registered investment advisers. The firm focuses on municipal fixed-income investments, employing a combination of separately managed accounts, an affiliated interval fund, and sub-advisory relationships, with an emphasis on current income through tax-exempt municipal securities.

Deborah Ittner is a financial advisor at Ahlbeck Financial with 20 years of industry experience. She holds a Series 66 designation and has worked at Cetera Investment Advisers LLC and Cetera Financial Specialists LLC prior to joining Ahlbeck. In addition to her advisory role, she serves as Assistant Treasurer for the Maine Township School Treasurer, providing accounting functions. Ahlbeck Financial offers portfolio management primarily to individual and high-net-worth clients, tailoring investment strategies to clients’ goals, time horizons, and risk tolerances. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical analysis, providing discretionary management across multiple asset classes with regular account reviews.

Timothy Schlindwein is a CIC and holds a Series 65 license with 28 years of industry experience. He has been with Schlindwein Associates LLC since 1995. The firm provides discretionary and non-discretionary investment supervisory services to individual, high-net-worth, and institutional clients, as well as offering investment guidance for corporate and not-for-profit groups. Schlindwein Associates uses a proprietary fund-ranking methodology and primarily implements portfolios with mutual funds and ETFs, incorporating alternative asset categories for diversification.

Kristin Sweis is a financial advisor at Paradigm Money Management, LLC with 17 years of industry experience. She holds the Series 66 designation and has previously worked at TD Ameritrade, Inc. and Spotlight Asset Group, Inc. before joining Paradigm in 2020. Paradigm Money Management provides financial planning and retirement-plan advisory services to individuals and business entities, focusing on tiered planning engagements and 3(21) ERISA plan support. The firm acts primarily as a planner and coordinator, recommending third-party managers and advisory platforms while monitoring their alignment with client objectives.

Aidan Herrick is a financial advisor at Stride Investments, LLC in Chicago, IL, holding a Series 65 designation with one year of industry experience. Prior to joining Stride Investments, he worked in education, including roles at Loras College, College of Lake County, Richmond-Burton Community High School, and Nippersink Middle School. He also has experience with Canlan Sports. Stride Investments, LLC manages approximately $200.9 million for about 524 clients, serving individuals, including high-net-worth clients, and retirement plan sponsors. The firm employs a purpose-based investment approach that integrates fundamental, technical, and cyclical analysis to align portfolios with clients’ cash flow, risk capacity, and goals, offering ongoing asset management and coordinated financial planning services.

Connor Hickey is a financial advisor at The Invictus Collective, LLC with seven years of industry experience. He holds the CFA® designation and the Series 63 license. Prior to joining The Invictus Collective in 2026, he worked at Cantor Fitzgerald & Co. for seven years and had roles at US Bank and The University of Chicago. Outside of finance, he worked at the Chicago Golf Club for nine years. The Invictus Collective provides financial planning, consulting, and portfolio management services to high-net-worth individuals, trusts, estates, corporations, other advisers, and institutional investors. The firm manages pooled investment vehicles and offers institutional structured-note strategies, employing a small advisory team and a concentrated client base with a range of specialized investment activities.

Ian Kos is a financial advisor at Tetley Investments, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Tetley Investments since 2012. In addition to his advisory role, Kos has served as a teaching assistant at Northwestern University's Kellogg Graduate School of Business since 2011, where he prepares class materials and grades MBA-level coursework. Tetley Investments is an independent asset management and financial planning firm serving individuals, pension plans, corporations, charitable organizations, and trusts. The firm employs a disciplined, long-term investment approach that integrates quantitative and fundamental research within a global asset-allocation framework, focusing on capital preservation and growth through diversified portfolios.

John Heneghan is a Series 65-registered advisor with Servant Financial, Ltd. in Villa Park, IL, where he has worked since 2004. He has 20 years of industry experience. Servant Financial provides personalized investment management for individuals, retirement accounts, trusts, family offices, charitable organizations, and corporate clients. The firm emphasizes risk management through broad asset-class diversification, low turnover, tax efficiency, and tactical adjustments, and it is notable for advising private Opportunity Zone farmland funds and offering alternative-investment consulting to accredited investors.

Daniel Haugh is a financial advisor with Wells Street Advisors, LLC in Chicago, IL, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has worked at Wells Street Advisors since 2014 and has been associated with PTI Securities & Futures L.P. since 1987. Wells Street Advisors, LLC is an independent investment management firm serving individuals, family offices, trusts, and retirement plans. The firm employs a combination of quantitative and technical analysis, third-party research, and proprietary software in its discretionary asset management approach, including a Protected Index Program designed for downside protection.

Akiva Goodman is a Series 65-licensed financial advisor with The Nestegg Group, Inc. in Lincolnwood, IL, where he has worked since 2014. He has 11 years of industry experience. The Nestegg Group, Inc. provides discretionary, fee-only investment advisory services to individuals, retirement plans, trusts, estates, business entities, and charitable organizations. The firm manages approximately $331 million across about 187 client relationships, using a range of mutual funds, ETFs, and alternative investments guided by asset allocation and manager analysis.

Robert Pick is a financial advisor at RightWise Wealth with a Series 65 designation and 16 years of experience at Bain & Company. He has no prior industry experience in financial advising. RightWise Wealth is a small advisory firm serving individual clients through comprehensive financial planning and discretionary portfolio management, with additional tax preparation services facilitated by a third-party provider. The firm’s investment approach emphasizes low-cost ETFs, factor-based strategies, and incorporates third-party money managers and model portfolios.

Brian Padden is a financial advisor at Padden Financial Planning LLC in Chicago, IL. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Padden Financial Planning, he held roles at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of his advisory work, he also spends time as a rideshare driver for Uber Technologies, Inc. Padden Financial Planning LLC is a fee-only firm serving individuals and families, including trusts, estates, and retirement plans. The firm offers comprehensive financial and tax planning services with an investment approach that emphasizes disciplined asset allocation, global diversification, and the use of primarily mutual funds, ETFs, and passive index funds.

Krzysztof Garlewicz is a CFP® and Series 66-registered advisor with 18 years of industry experience. He has worked at ProsperiFi LLC since 2017 and previously spent seven years with LPL Financial. In addition to his advisory work, he is an author associated with the Financial Freedom Formula and has engaged in speaker and content creation activities. ProsperiFi LLC provides advisory services to individuals, pension and profit-sharing plans, corporations, and family-owned businesses. The firm employs a multi-faceted investment approach incorporating fundamental, quantitative, and technical analysis, along with modern portfolio theory, and offers access to alternative investments and third-party money managers.

Thomas Van Spankeren is a CFP® and CFA® with one year of industry experience. He is affiliated with RISE Investment Management, LLC and previously worked at Voyage Point Wealth Management and Bank of America Private Bank. RISE Investment Management serves individuals, families, trusts, businesses, retirement plans, and non-profit organizations by providing discretionary investment management along with financial planning and consulting services. The firm emphasizes long-term, owner-oriented equity selection, tax efficiency, and diversified exposure across multiple asset classes, including private placements and independent managers.

Vinnie Maliakkal is a CFP® certificant with 11 years of industry experience, currently serving at Wavvest Wealth since 2026. His prior experience includes roles at Charles Schwab Bank SSB and Charles Schwab & Co., Inc., spanning over a decade. Outside of advisory work, he is the owner of A Bunch of Randos, LLC, a business focused on photography, graphic design, and clothing. Wavvest Wealth provides portfolio management and financial planning through a technology-enabled platform and a direct advisory service for individual clients. The firm emphasizes diversified, long-term asset allocation and integrates proprietary technology with professional discretion in portfolio management.