Joshua Payne is an investment adviser representative at Harvest Investment Services, LLC with two years of industry experience. He holds a Series 65 credential and has worked at both Harvest Investment Services and Envoy Advisory Inc. since 2024. Prior to entering the advisory field, Payne was involved with Give Interactive and Southern Illinois University. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs customized and model-based investment strategies and serves as an ERISA 3(38) investment manager, also managing pooled vehicles and providing sub-advisory services.

Kevin Loffredi is a CFP® professional with 29 years of industry experience. He is currently an investment adviser representative at Harvest Investment Services, LLC, where he has worked since 2017. Prior to this, he spent 11 years at ProEquities, Inc. In addition to his advisory role, he serves as a vice president at Morningstar, Inc., maintaining an online education tool for the broker/dealer community. Harvest Investment Services, LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and institutions. The firm employs an actively managed tactical strategy using various analytical approaches and offers specialized services such as ERISA 3(38) investment management and held-away 401k account management.

Owen Hardy is a financial advisor at Blue Line Capital with a Series 65 designation and two years of industry experience. Prior to joining Blue Line Capital in 2026, he worked at Stenger Family Office for three years and has held roles in various organizations including COhatch, Taylor University, Village Links of Glen Ellyn, and Wheaton Academy. Blue Line Capital is a team-based registered investment adviser managing approximately $132 million for about 121 clients. The firm offers discretionary portfolio management and financial planning services that integrate fundamental, technical, and cyclical analysis with both growth and value-oriented strategies, including options and futures where appropriate.

Peter Jarrett is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He has worked at Rothschild Investment LLC since 2018 and previously held roles at CMT Capital Markets Trading, Leo Burnett, and Young Life. Rothschild Investment LLC provides portfolio management, financial planning, and retirement plan consulting to individuals, families, trusts, foundations, corporations, and plan sponsors, with a focus on entrepreneurs and closely held business owners. The firm employs a long-term, individualized investment approach that integrates fundamental, technical, quantitative, and qualitative analysis.

Frank Moorman is a financial advisor at Goldstone Financial Group, LLC with a Series 65 designation and one year of industry experience. Prior to joining Goldstone, he worked at DBHW Wealth Partners and has held positions outside the financial sector, including roles at Pfister Hotel, Clarke Mosquito Control, and Potbelly. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing approximately $1.05 billion across more than 1,600 client relationships. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers and third-party model portfolios, employing diverse investment strategies including mutual funds, ETFs, fixed income, and select alternatives.

Gary Wozny is a financial advisor at LCM Capital Management Inc. in Chicago, IL, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked as an independent insurance agent since 1989. LCM Capital Management provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s investment approach focuses on fundamental issuer analysis, long-term equity holdings, and periodic rebalancing, managing approximately $365 million in client assets through a team of nine advisors.

Matthew Blume is a financial advisor at Pekin Hardy Strauss, Inc. with 16 years of industry experience. He has been with Pekin Singer Strauss Asset Management Inc. since 2012. He holds a Series 66 designation. 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 criteria and uses a variety of instruments including mutual funds, ETFs, options, and futures to tailor portfolios to clients’ objectives and risk tolerances.

Scott Sandee is a CFP® certificant with 21 years of industry experience. He is currently with Vertex Partners and has previously worked at Oxford Financial Group, Capital Group Private Client Services, Capital Bank & Trust Company, and BNY Mellon. Vertex Partners serves individuals, trusts, estates, retirement plans, and charitable and corporate entities through financial planning, investment and wealth management, consulting, and retirement plan consulting. The firm employs a combination of active and passive investment strategies, emphasizing asset allocation, diversification, and behavioral finance.

William Harris is a financial advisor at Goldstone Financial Group, LLC with a Series 65 credential and one year of industry experience. Prior to joining Goldstone, he held positions at Phaidon International, Auto-Owner's Insurance, and Lou & Harry's Bar and Grill. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing approximately $1.05 billion for about 1,675 individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers and third-party model portfolios, using a range of investment strategies including mutual funds, ETFs, fixed income, and select alternatives.

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 at Strategic Investment Solutions, Inc. with 12 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Strategic Investment Solutions in 2026, Viktora worked at PayEntry, Paychex, Bank of America, N.A., and Merrill. Strategic Investment Solutions is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, and trustees. The firm utilizes a diversified, largely passive investment approach grounded in Modern Portfolio Theory and the Efficient Markets hypothesis, offering discretionary portfolio management and proprietary model portfolios including those incorporating Dimensional Fund Advisors research.

Joseph Dawczak is a financial advisor at Chicago Investment Advisory Group with 14 years of industry experience. He holds a Series 66 designation and has been with the firm since 2011. Outside of advising, he is a general partner in a real estate partnership where he handles bookkeeping and shares in profits and losses. Chicago Investment Advisory Group provides discretionary portfolio management and pension consulting to individuals, high-net-worth investors, trusts, estates, corporations, and employer retirement plans. The firm employs diversified, asset-allocation driven strategies using fundamental, technical, and cyclical analysis, and offers financial consulting and independent research while coordinating with clients’ outside professionals.

Steven Norvid is a CFA® charterholder with 18 years of industry experience. He is currently with Rothschild Wealth LLC and previously spent 13 years at Siligmueller & Norvid Wealth Advisors LLC. Rothschild Wealth LLC advises individuals, high-net-worth clients, corporate executive groups, trusts, pension and profit-sharing plans, and other institutional and tax-exempt entities. The firm uses asset-allocation models and quantitative methods to construct and monitor portfolios, offering services that include financial planning, portfolio management, retirement plan consulting, and coordination of tax and estate planning.

Peter Babilla is a CFP® professional with over 40 years of experience in the financial services industry. He is currently with Vertex Partners and has previously worked at Morgan Stanley and LPL Financial. Babilla is also involved with Avant Holistic Wealth Management and has experience in non-variable insurance through affiliations with Ohio National Life and Capitas Financial Midwest. Vertex Partners provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm focuses on tailored portfolio management based on clients’ risk tolerance, time horizon, and liquidity needs, employing diversified strategies through various investment vehicles and third-party program platforms.

Timothy Mcfarland is a financial advisor at Activ8 Family Office LLC with a Series 65 credential and is based in Clarendon Hills, IL. He joined Activ8 Family Office in 2026 and has prior experience working with multiple Major League Baseball teams, including the Oakland Athletics, Baltimore Orioles, New York Mets, St. Louis Cardinals, Washington Nationals, and Arizona Diamondbacks. Activ8 Family Office primarily serves professional athletes and their related families and entities. The firm offers a comprehensive Holistic Client Management Program that integrates financial planning, investment management, cash management, and tax services, utilizing customized portfolio solutions with access to various third-party managers and private investments.

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.