Avedis Mavilian is a financial advisor at Bayworth Capital in Chicago, IL, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Bayworth Capital since 2018. In addition, Mavilian serves as the managing member of Tailwind Financial Strategies, LLC, an insurance agency and tax advisory practice. Bayworth Capital provides financial planning, portfolio management, and pension consulting services to individuals, corporations, and pension plans. The firm offers tailored investment strategies across various asset classes and facilitates access to alternative investments while also providing specialized services such as pension consulting and assistance with securities-backed lines of credit.

Mark Jablonski is a financial advisor at Servant Financial, Ltd. with a Series 65 designation and one year of industry experience. Prior to his advisory role, he worked in corporate positions at CVS Health Corp., Middough Inc., and Baxter International Inc. He is also involved with Alathea Consulting LLC. Servant Financial provides personalized investment management for a range of clients including individuals, trusts, family offices, and corporate entities. The firm’s investment approach focuses on risk management through diversification, tax efficiency, and tactical adjustments, and it is notable for advising private Opportunity Zone farmland funds and offering alternative-investment consulting.

John Rowoldt is a financial advisor at San Blas Advisory, Inc. in Chicago, IL, with 10 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Voya Financial Advisors, Robinhood Markets, U.S. Bancorp Investments, Bank of America, and Merrill. San Blas Advisory serves individual and high-net-worth clients as well as businesses, managing approximately $218.9 million across around 664 client accounts. The firm offers discretionary and non-discretionary portfolio management along with various financial planning services, employing investment strategies that include fundamental, technical, and qualitative analysis across a range of asset types.

Kevin Susmarski is a financial advisor at First Choice Financial Services LLC with one year of industry experience. He holds a Series 65 designation and has a background in law enforcement, serving as a sergeant and patrol division supervisor at the Village of Hinsdale Police Department since 2001. In addition to his advisory role, he is a licensed insurance agent operating as a sole proprietor. First Choice Financial Services LLC serves individual and high-net-worth clients by providing financial advice primarily through referrals to third-party money managers and estate-planning support. The firm acts as a liaison in client communications and oversight, focusing on client goals and risk tolerance without directly managing assets.

Christopher Barberini is a financial advisor at Lakeshore Capital Group, Inc. with 14 years of industry experience. He holds a Series 66 designation and has previously worked at J.W. Cole Advisors, INC., Global Financial Private Capital LLC, and Horner Tax Advisory Group. Outside of advisory work, he provides tax preparation and consultation services as an independent contractor. Lakeshore Capital Group, Inc. offers financial planning and discretionary portfolio management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm combines fundamental and technical analysis to create tailored asset allocations across various investment types and incorporates both in-house and third-party model portfolios.

Sevan Meneshian is a CFP® professional with 26 years of industry experience, currently serving at Bayworth Capital since 2019. His prior roles include positions at Kestra Investment Services and Ausdal Financial Partners. Outside of his advisory work, Meneshian instructs CFP® courses at Kaplan College and Northwestern University and operates a CFP exam tutoring service. Bayworth Capital provides financial planning, portfolio management, and pension consulting to both individual and institutional clients. The firm offers tailored investment strategies utilizing a range of securities and alternative investments, managing approximately $62.7 million in discretionary assets with a team of four advisors.

Bradford Szczecinski is a financial advisor with Creative Resources Investment Advisors LLC, holding Series 63 and Series 65 registrations and bringing 27 years of industry experience. His prior roles include positions at USI, Marsh Private Client Services, and The Horton Group. He volunteers with Breakthrough Urban Ministries as a planned giving consultant and serves on the Transplant Advisory Council at Northwestern Memorial Hospital in Chicago. Creative Resources Investment Advisors primarily serves individual and high-income clients, as well as pension and profit-sharing plans, trusts, and other entities. The firm employs a long-term, value-oriented investment approach incorporating Modern Portfolio Theory and a blended strategic/tactical asset allocation, tailoring portfolios to client needs and conducting regular reviews.

Samuel McElroy is a financial advisor at Stride Investments, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Stride Investments since 2013, with prior roles at Stride Financial and as owner of McElroy Financial. Outside of advisory services, he serves as Chief Operating Officer of Stride Financial, an insurance and planning services firm. Stride Investments provides fee-based investment management to individuals, high-net-worth clients, corporate accounts, and retirement plans. The firm focuses on purpose-based investing and retirement-income planning, using proprietary tools to assess goals and risk, and offers both discretionary and non-discretionary portfolio management.

Mark Burka is a CFA® charterholder and holds a Series 65 license with 21 years of industry experience. He has been with Mendel Money Management Inc. since 2022, having previously worked at Ziegler Capital Management, LLC for 17 years. Outside of his advisory work, he serves on the board of directors for Indian Peaks Brewing Company and participates on endowment committees for nonprofit music organizations. Mendel Money Management provides discretionary and non-discretionary investment supervisory services, financial planning, and consulting to individuals, retirement plans, trusts, charitable organizations, and corporate entities. The firm manages approximately $317 million in client assets and uses a blend of fundamental, technical, and cyclical analysis supported by third-party research, with a distinctive use of options and other derivatives primarily for income generation or protection.

Frank Iozzo is a financial advisor at FMI Financial, Ltd. with nine years of industry experience. He holds the Series 66 and Series 65 designations. His prior experience includes roles at Capital Strategies, Inc. Group and J.P. Morgan Securities, where he worked for over a decade. FMI Financial, Ltd. provides investment advisory services to institutional investors, high-net-worth individuals, corporate retirement plans, trusts, and estates. The firm emphasizes a long-term, diversified investment approach and offers discretionary portfolio management, investment consulting, financial planning, and retirement-plan education.

Benjamin Armstrong is a CFA® charterholder with 17 years of industry experience. He has been with Conifer Bay Capital LLC since 2017 and previously worked at RMB Capital Management, LLC from 2011 to 2017. Armstrong is a part owner and manager of Belgravia Partners LLC, a family-owned investment entity. Conifer Bay Capital LLC provides fee-based portfolio management and financial planning services to individuals, high net worth clients, and charitable organizations. The firm employs both discretionary and non-discretionary strategies, using fundamental, technical, and cyclical analysis along with modern portfolio theory, and includes unique practices such as margin trading and option strategies.

Dale Branda is a CFP® professional with nine years of industry experience, currently serving as an advisor at Steward Advisors, LLC since 2016. He holds a Series 65 license and is based in Chicago, IL. 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 and integrates financial planning into its services, utilizing diversified portfolios and documented reporting practices.

Daniel Schlesser is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. His career includes long-term roles at Tilden Loucks Woodnorth LLC, LaSalle St. Financial, Inc., McDermott LaSalle St Inc, and related LaSalle St. entities. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a variety of investment strategies across multiple asset classes and offers both discretionary and non-discretionary management, with a notable emphasis on non-discretionary assets.

Mark Vincent is a Chartered Financial Analyst (CFA®) with 25 years of industry experience. He has been with Stonebrook Capital Management, Inc. since 2001. Stonebrook Capital Management provides personalized, fee-only financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses, managing approximately $70.3 million for about 108 clients. The firm combines fundamental and technical analysis to create custom asset-allocation strategies with an emphasis on diversification and defensive tactics.

Martin Jankelowitz is a Series 65 licensed advisor at The Planning Group with two years of industry experience. Prior to joining The Planning Group, he worked at Willis Towers Watson for five years and operated an independent consulting business from 2021 to 2023. He continues to engage in independent consulting, dedicating part of his time to this activity. The Planning Group serves individuals, pension and profit-sharing plans, and business entities through a multi-advisor team, providing discretionary portfolio management and financial planning tailored to client goals. The firm employs a combination of fundamental analysis and modern portfolio theory to construct long-term, asset-allocation-driven portfolios, primarily using mutual funds and ETFs.

Daniel Carroll is a financial advisor at Stride Investments, LLC in Chicago, IL, with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for five years. Outside of advising, he is also licensed to sell insurance and spends a portion of his time on insurance sales and services. Stride Investments, LLC provides fee-based investment management to individuals, high-net-worth clients, corporate accounts, and retirement plans. The firm focuses on purpose-based investing and retirement-income planning, using proprietary tools to document goals and asset allocation, and offers both discretionary and non-discretionary portfolio management.

Michael Perna is a financial advisor at First Choice Financial Services LLC with 18 years of industry experience. He holds a Series 65 designation and has been involved in the financial and insurance services industry since 1983, serving as president of Michael Perna and Associates, Inc. and First Choice Insurance Agency. First Choice Financial Services LLC provides financial advice to individual and high-net-worth clients primarily through referrals to third-party money managers and offers estate-planning support services. The firm focuses on client communication, oversight of third-party managers, and employs fundamental, technical, and cyclical analysis in its recommendations.

Mark Murphy is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Sequoia Wealth Management, LLC in Chicago, IL. His career includes roles at JMC Wealth Management, Inc. and LPL Financial LLC, where he has been active since 2014. Murphy also provides financial planning and consulting services through JMC Wealth Management, Inc., an independent investment advisor firm. Sequoia Wealth Management advises individuals, trusts, estates, corporations, and employer retirement plans, offering asset management, financial planning, and retirement-plan consulting. The firm utilizes a combination of quantitative optimization, third-party research, and manager selection, serving clients through discretionary management and third-party strategist models.

Mary Mermel is a CFP® with 18 years of industry experience, currently serving as an advisor at Sullivan Mermel, Inc., where she has worked since 1998. The firm provides fee-only, holistic financial planning and investment management for individuals and families, including both high-net-worth and non-HNW clients. Sullivan Mermel emphasizes a retainer-based fee model, non-discretionary trade implementation, and investment strategies tailored to clients’ tax situations, risk tolerance, and cash-flow needs.

Joshua Betancourt is a financial advisor with Quantum Capital Investments, Inc. in River Forest, IL, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Quantum Capital since 2009 and Quantum Capital Investments since 2011. Betancourt also has a Master’s Degree in Accounting and provides accounting and tax planning services. Quantum Capital Investments, Inc. offers discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm uses a range of investment strategies tailored to client goals and risk tolerance, including fundamental, technical, and cyclical analysis, and incorporates affiliated tax planning and insurance services.