Carolyn Barr is a financial advisor with Vestor Capital, LLC in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked at Vestor Capital and its affiliated securities firm since 2017, following prior roles at Aon Securities Inc. and Aon Hewitt Investment Consulting. In addition to her advisory duties, she serves as a Senior Compliance Analyst for Vestor Capital, focusing on compliance matters for the firm. 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 a team of 21 advisors and employs a centralized Investment Committee to construct concentrated, typically low-turnover portfolios across multiple asset classes.

John Malusa is a CFA® charterholder with four years of industry experience. He currently serves as a financial advisor at Vestor Capital, LLC, where he has worked since 2022. He previously held multiple roles at Northern Trust Corporation from 2016 to 2021. Vestor Capital provides investment and wealth management, portfolio management, and financial planning services to individuals, not-for-profit organizations, foundations, and qualified retirement plans. The firm employs a centralized Investment Committee that implements diversified strategies across various asset classes and also offers co-advisory programs, sub-advised fixed-income strategies, and standalone financial planning.

Charles Sloan is a CFA® charterholder with 23 years of industry experience. He has been with Oak Family Advisors, LLC since 2016. Sloan serves as an adjunct instructor in finance at the University of Chicago Graham School and is an advisory board member of Recovery Grads LLC. Oak Family Advisors provides personalized investment management and financial planning services to a wide range of clients, employing a strategic asset-allocation approach that combines fundamental analysis with passive and selected active funds.

Shaun Roach is a CFA® charterholder with 11 years of industry experience. He has worked at Pekin Singer Strauss Asset Management Inc. since 2014. Roach is based in Chicago, IL, and is part of a team of nine advisors at Pekin Hardy Strauss, Inc. Pekin Hardy Strauss, Inc. provides investment management, financial planning, and retirement plan services to individuals, pension plans, registered investment companies, charitable organizations, and corporations. The firm’s investment process incorporates fundamental analysis, asset allocation, and ESG factors, using a range of instruments and strategies tailored to clients’ objectives and risk tolerances.

Samantha Davidson is a CFP® with nine years of industry experience, currently serving as a financial advisor at Embree Financial Group since 2014. She holds a Series 65 license and is based in Chicago, IL. Embree Financial Group provides holistic financial planning, discretionary investment management, and retirement plan consulting to individuals and institutions, including high net worth clients and corporate retirement plans. The firm employs a fiduciary approach with a combination of fundamental, technical, and cyclical analysis, investing primarily in no-load mutual funds, ETFs, and individual securities.

Noah Shidlofsky is a financial advisor at Riverpoint Wealth Management in Chicago, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Northwestern Mutual, as well as entrepreneurial experience with Cups & Cones. Riverpoint Wealth Management serves a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans, offering customized portfolio construction and ongoing monitoring through quantitative analysis and an investment committee. The firm manages approximately $748 million in discretionary assets with a small team, sponsoring its own wrap fee program and providing operational support such as performance reporting and quarterly rebalancing.

Chelsea Heintschel is a financial advisor at MPM Wealth Advisors with 10 years of industry experience. She holds the CFP® designation and Series 65 license and has been with MPM Wealth Advisors since 2015. MPM Wealth Advisors provides investment advisory and financial planning services to individual clients, pension and employee benefit plans, trusts, and other entities. The firm emphasizes diversified portfolios primarily composed of low-expense mutual funds and ETFs, guided by client suitability and risk profiles, managing approximately $1.04 billion in assets.

Randy Addie is a financial advisor at 1834 Investment Advisors Co. in Chicago, IL, holding Series 65 and Series 63 licenses with 25 years of industry experience. His prior roles include positions at Old National Bank, LPL Financial, and Sentry Insurance. He currently serves as Vice President at Old National Bank. 1834 Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes customized portfolio strategies and asset allocation, operating as a wholly owned subsidiary of Old National Bancorp with close ties to Old National Bank.

Kaitlin Horsch is a CFP® and holds a Series 66 license with eight years of industry experience. She has worked at Ellevest since 2022 and previously spent five years at UBS and four years at KPMG. Kaitlin is based in Chicago, IL, and is part of a 12-advisor team at Ellevest. Ellevest provides discretionary investment management and financial planning services primarily focused on helping women plan and invest. The firm offers tailored portfolios emphasizing strategic asset allocation and diversification, along with tax-minimization techniques and values-aligned investment options.

Christian Geringer is a CFP® with 21 years of industry experience and has been with Rothschild Investment Corp. since 2003. He is based in Chicago, IL, and holds a Series 63 license. In addition to his advisory role, Geringer serves as a paid-on-call firefighter for the Village of Western Springs, responding to emergencies in the community during non-business hours. 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 combining multiple analytical methods and manages private pooled Conduit Funds, offering both discretionary and non-discretionary services.

Ryan Todd is a financial advisor with Lake Street, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Lake Street Financial since 2020 and has previous experience with Bank of America and Merrill starting in 2015. Lake Street serves individual and high-net-worth clients as well as business entities, retirement plans, trusts, estates, charitable organizations, private foundations, and insurance companies. The firm employs a multi-faceted investment approach that includes fundamental, technical, and cyclical analyses, emphasizing asset allocation, diversification, and tax-awareness, and offers access to affiliated private investment funds for qualified investors.

Samuel Hord is a financial advisor with Rothschild Investment LLC in Chicago, IL, holding a Series 66 designation and 11 years of industry experience. He has been with Rothschild Investment since 2014. Outside of his advisory role, he is involved with The Flats at ISU and Illinois State University. Rothschild Investment serves a diverse client base including individuals, families, trustees, corporations, and institutional clients, offering portfolio management, financial planning, and retirement plan consulting. The firm utilizes asset-allocation models tailored to client objectives and employs a variety of investment vehicles and analytical methods to manage portfolios.

Whitney Ribbens is a CFP® professional with nine years of industry experience, currently serving at Chicago Wealth Management, Inc. since 2010. She is part of a four-advisor team based in Chicago, IL. Chicago Wealth Management, Inc. manages approximately $307 million for individuals, non-profits, and institutional clients, offering discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs a tactical investment approach aimed at maximizing long-term returns while limiting large portfolio losses, utilizing a diversified mix of asset classes and proprietary signals for periodic rebalancing.

Tyler Bolla is a CFP® professional with 10 years of industry experience. He is currently with Hilltop Wealth & Tax Solutions and has previously worked at Charles Schwab, Bank of America, and Merrill. Hilltop Wealth & Tax Solutions serves individual and institutional clients with integrated financial planning, tax planning, and discretionary portfolio management that incorporates tax and estate considerations. The firm offers customized investment strategies and combines advisory services with affiliated tax and bookkeeping capabilities.

Jason Paplaski is a financial advisor at Serenity Investment Advisors in Chicago, IL, with 16 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at LPL Financial, Charles Schwab, and Optionsxpress Inc. Serenity Wealth Management provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a tactical allocation approach supported by fundamental analysis and uses proprietary model portfolios tailored to client risk profiles.

Stephanie Crosby is a financial advisor at LCM Capital Management Inc. in Chicago, IL, holding a Series 65 designation with three years of industry experience. Her prior work includes roles at LQD Business Finance, First Look Properties, and Johnson Law LLC. 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 emphasizes fundamental issuer analysis, long-term equity holdings mainly from the S&P 500 and EAFE universes, and periodic portfolio rebalancing.

Brian Baker Jr. is a CFP® with 13 years of experience at Vestor Capital, LLC, where he has worked since 2013. He also served at Vestor Capital Securities, LLC from 2013 to 2020. Outside of his advisory role, he is a managing member of two real estate investment businesses based in Chicago. Vestor Capital provides investment and wealth management, portfolio management, and financial planning services to individuals, nonprofit organizations, foundations, and qualified retirement plans. The firm employs a centralized Investment Committee approach with diversified strategies across various asset classes and maintains relationships with third-party firms to offer co-advisory and sub-advised services.

Frank Schulz is a financial advisor at RCM Wealth Advisors in Chicago, IL, with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has been with RCM Wealth Advisors since 2015. RCM Wealth Advisors is a multi-advisor SEC-registered firm managing approximately $324 million for around 530 clients, offering portfolio management and financial planning services to individuals, pension and profit-sharing plans, and corporate clients. The firm’s investment approach combines fundamental and cyclical analysis, supported by a weekly Investment Policy Committee, and includes a variety of strategies such as ETF-driven allocations and options-based programs with hedging overlays.

Paul Merrick is a CFA® charterholder with 20 years of industry experience. He has been with Riverpoint Wealth Management since 2013 and previously worked at LPL Financial LLC. Merrick holds a Series 66 license and is based in Chicago, IL. Riverpoint Wealth Management serves individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable and corporate entities. The firm offers discretionary asset management, financial planning, and consulting services, emphasizing customized portfolio construction, quantitative analysis, and ongoing monitoring through an investment committee.

Matthew Stadler is a financial advisor at Embree Financial Group with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at LPL Financial Corporation since 2009. Stadler is also associated with Moody Investment Advisors and Waterstone Financial Group, both since 2003. Embree Financial Group provides holistic financial planning, discretionary investment management, and retirement plan consulting to individuals and institutions. The firm serves high net worth individuals, families, pension and profit-sharing plans, trusts, and corporations, employing a fiduciary approach with fundamental, technical, and cyclical analysis supported by advanced performance metrics.