Jill Shuter is a financial advisor at Vestor Capital, LLC in Chicago, IL, holding a Series 66 designation with 19 years of industry experience. She has been with Vestor Capital since 2012 and has also worked with affiliated entities Vestor Capital Securities, LLC and Vestor Capital Insurance Advisors, LLC. 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 and employs a centralized Investment Committee to construct concentrated, low-turnover equity portfolios alongside fixed income, mutual fund, ETF, and alternative strategies.

James Dawson is a CFP® with 12 years of experience in the financial services industry. He has worked at Rothschild Wealth LLC since 2019 and Rothschild Investment LLC since 2024, and previously held roles at Halo Securities LLC and Charles Schwab. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, corporate executive groups, trusts, retirement plans, and institutional clients. The firm employs an asset-allocation approach supported by quantitative analysis and offers portfolio management, financial planning, tax and estate coordination, and retirement consulting.

Nick Demopoulos is a CFP® with over 18 years of industry experience. He has worked at Nomura Securities International since 2008 and has been with Embree Financial Group since 2021. Prior to that, he spent seven years at Bank of Brazil. Embree Financial Group provides holistic financial planning, discretionary investment management, and retirement plan consulting to individuals and institutions. The firm serves high net worth clients, families, pension and profit-sharing plans, trusts, and corporations, managing assets with a fiduciary approach that incorporates fundamental, technical, and cyclical analysis.

Timothy Debruyne is a financial advisor at The Mosaic Financial Group, LLC in Chicago, IL, holding a Series 65 credential with 21 years of industry experience. He has been with The Mosaic Financial Group since 2003. The Mosaic Financial Group primarily serves high-net-worth individuals, trusts, estates, charitable organizations, and various business entities, managing approximately $898 million in assets across about 125 client relationships. The firm emphasizes asset allocation and integrates accounting and tax services into its advisory platform, offering both discretionary and non-discretionary portfolio management along with in-house tax preparation and bookkeeping.

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.

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 financial advisor with Rothschild Investment LLC, holding the CFA® designation and Series 63 license. He has 51 years of industry experience, including 35 years with Rothschild Investment Corporation. Rothschild Investment LLC provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, corporations, and institutional retirement plans. The firm employs a client-specific asset allocation process supported by quantitative analysis and offers retirement plan consulting, portfolio management, and oversight of third-party sub-advisers.

Edward Pettegrew IV is a financial advisor at Arena Private Wealth with five years of industry experience. He holds the Series 66 designation and has worked at Meaden & Moore Financial Services, LTD., Avantax Advisory Services, and Cetera Wealth Services. Pettegrew has held roles involving wealth management and client relationship management. Arena Private Wealth provides financial planning and portfolio management to individuals and high-net-worth clients, offering customized investment strategies including covered-call approaches for concentrated equity positions. The firm utilizes a combination of fundamental, technical, and modern portfolio strategies and serves as a fund sponsor and general partner for proprietary investments.

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 financial advisor at Arena Private Wealth with 19 years of industry experience. He holds the CFP® and Series 66 designations and previously worked at Fifth Third Securities and Mutual Securities, Inc. Outside of his advisory work, he is involved with Tosh Watt Partners, LLC, which manages administrative operations. Arena Private Wealth provides financial planning and portfolio management for individuals and high-net-worth clients, offering customized strategies including covered-call approaches and managing pooled investment vehicles and private funds. The firm uses a combination of fundamental, technical, and modern portfolio techniques and incorporates AI tools for operational efficiency.

Tyler Qualio is a CFP® with 25 years of experience in the financial industry, currently serving at Rothschild Wealth LLC. His career includes roles at Rothschild Investment LLC, Halo Securities, and Ausdal Financial Partners. He is a board member of the Will County Community Foundation, where he participates in charitable grants and advisory activities. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, corporate executives, trusts, retirement plans, and institutional clients, using asset-allocation models supported by quantitative analysis and third-party platforms.

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.

Daniel Foxen is a financial advisor at Apollon Financial, LLC with 39 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at LPL Financial and The New England. Outside of advisory work, he is involved in life and long-term care insurance sales through Foxen Financial, Inc. Apollon Financial is an SEC-registered advisory firm serving individuals, families, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team of 16 advisors, combining centrally managed model strategies with locally led portfolios and sub-advisers. Its investment approach includes ESG risk-based models, Direct Indexing, tax-aware techniques, and access to private and alternative investments.

Paul Lambert is a financial advisor with Indivisible Partners, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Merrill for 30 years and also serves as a consultant for Bates Group LLC. Lambert holds leadership roles in nonprofit organizations, including chairing the emeritus board of Chicago Run and serving on the executive and membership committees of Bras Coupe. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and third-party investment manager selection through a strategic asset allocation framework and a range of active, passive, and blended investment approaches.

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.

Jack Rafferty is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Rothschild Wealth LLC, where he has worked since 2024, following prior roles at Wipfli Financial Advisors/Creative Planning and William Blair. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, corporate executive groups, trusts, retirement plans, and other institutional clients. The firm employs asset-allocation models based on client questionnaires and quantitative analysis, implementing strategies through mutual funds, ETFs, individual securities, and sub-advisers.

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.