Edward Pettegrew IV is a Series 66-registered financial advisor at Arena Private Wealth with five years of industry experience. He previously worked at Meaden & Moore Financial Services, LTD and Avantax Advisory Services. Outside of his advisory role, he has provided wealth management and financial services at Meaden & Moore, including client relationship management and financial advice. Arena Private Wealth serves individuals and high-net-worth clients by offering financial planning, portfolio management, and customized investment strategies, including covered-call strategies. The firm also sponsors pooled investment vehicles and private funds and employs a combination of fundamental, technical, and modern portfolio approaches.

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® affiliated with Urban Financial Advisory Corporation in Chicago, IL, where he has worked since 2020. Prior to joining Urban Financial Advisory, he held positions at EY and The Ohio State University. Kitay has six years of industry experience. Urban Financial Advisory Corporation serves mid- to high-net-worth individuals and related entities, offering comprehensive financial planning, portfolio management, tax compliance, and estate tax planning services. The firm integrates investment advice with in-house accounting and access to attorney-provided estate services, operating on a fee-based model with a planning-first approach.

Jason Tosh is a CFP® with 19 years of experience in the financial industry. He currently serves as Managing Director and Private Wealth Advisor at Objective Capital Management, LLC, and has prior experience with Fifth Third Securities and Mutual Securities, Inc. Outside of his advisory work, he manages administrative operations at Tosh Watt Partners, LLC. He is part of Arena Private Wealth, a multi-advisor firm that provides financial planning and portfolio management services to individuals and high-net-worth clients. The firm offers customized strategies, including manager selection and a covered-call approach for concentrated equity positions, and employs a combination of fundamental, technical, and modern portfolio techniques.

Tyler Qualio is a CFP® with 24 years of experience in the financial services industry. He is currently with Rothschild Wealth LLC and Rothschild Investment LLC, having previously worked at Halo Securities, LLC and Ausdal Financial Partners, Inc. Qualio serves on the advisory board of the Will County Community Foundation, where he is involved with charitable grants and community endeavors. Rothschild Wealth LLC provides portfolio management, financial planning, and retirement and investment consulting to individuals, high-net-worth clients, corporate executive groups, retirement plans, trusts, foundations, and other institutions. The firm employs a comprehensive asset-allocation approach that incorporates tax, estate, cash-flow, and risk considerations, utilizing a range of investment vehicles and ongoing portfolio monitoring.

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 at Indivisible Partners with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill Lynch for three decades before joining Indivisible Partners in 2025. Lambert also serves as Chair of the Emeritus Board for the nonprofit Chicago Run and is involved with Bras Coupé, a nonprofit fishing camp in Canada, where he participates on the Executive and Membership Committees. Additionally, he consults for Bates Group LLC, assisting with business development and marketing. Indivisible Partners provides investment advisory and financial planning services to individuals, personal trusts, corporations, and retirement plans. The firm offers portfolio management, third-party manager selection, and ERISA plan advisory, delivering both discretionary and non-discretionary services tailored to client needs.

Eric Kuby is a financial advisor at North Star Investment Management Corporation with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at North Star since 2004, including prior experience with NewEdge Securities, Inc. He is involved in several investment-related activities, including serving as president of a holding company and as an investment committee member for a registered investment adviser. North Star Investment Management Corporation serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, providing discretionary portfolio management, financial planning, and family office services. The firm manages approximately $2.5 billion in assets and frequently uses its own mutual funds within client portfolios, offering a range of investment strategies implemented on a discretionary basis.

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 for two years, following previous roles at Wipfli Financial Advisors/Creative Planning and William Blair. 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 employs asset-allocation models tailored to client objectives, using quantitative tools and third-party sub-advisers to manage portfolios across various investment vehicles while providing services such as financial planning, retirement consulting, and ongoing portfolio monitoring.

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.

Terrence Heafey is a CFP® professional with 29 years of industry experience. He is affiliated with 4Wealth Advisors, Inc., where he has worked since 2017. His prior experience includes roles at PURSHE KAPLAN STERLING INVESTMENTS, Inc., Brickwork Financial Planning, LTD, Ipi Asset Management, Inc., and Investment Planners, Inc. Outside of his advisory work, Heafey serves as a school board member for Palos Consolidated Elementary School District 118. 4Wealth Advisors, Inc. provides portfolio management, financial planning, and pension consulting services to individuals, plans, trusts, charitable organizations, and businesses. The firm employs a variety of investment strategies and maintains an integrated structure with affiliated accounting and insurance entities.

Guadalupe Lechuga is a CFP®-certified financial advisor at Audible Wealth Management with four years of industry experience. Prior to joining Audible Wealth in 2025, Lechuga worked at Northwestern Mutual in various roles from 2019 to 2025 and has experience with WilsonHCG. Audible Wealth Management serves individual clients, including high-net-worth households, business development clients, and retirement plans by providing financial planning and portfolio management services. The firm employs a multifaceted investment approach and offers distinctive operational features such as a wrap-fee program, bill-pay services, and educational seminars.

Ronald Reitz Jr. is a CFP® professional with six years of industry experience, currently serving as an advisor at Horizon Wealth Management. Prior to joining Horizon, he held roles at LPL Financial, Capital Analysts, Lincoln Investment, and Equitable Advisors, among others. Horizon Wealth Management is an SEC-registered advisory firm that provides financial planning and discretionary investment management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term, fiduciary investment approach, utilizing diversified portfolios and ongoing portfolio monitoring.

Randolph Hardy is a CFP®, CFA®, and Series 63-licensed advisor at Factor Wealth Management with 21 years of industry experience. He has been with Factor Wealth Management Ltd. since 2009. The firm manages approximately $630 million for a diverse client base including individuals, high-net-worth clients, business entities, charitable organizations, and pension and profit-sharing plans. Factor Wealth Management employs a long-term, systematic investment approach focused on diversified, risk-based portfolios, offering discretionary and non-discretionary management alongside financial planning and pension consulting services.

Steven Bartz is a Series 65 licensed financial advisor with 28 years of industry experience. He has been with Graybill, Bartz & Associates, Ltd. since 1996. Graybill Wealth Management, Ltd. provides discretionary investment supervisory services to individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and trust accounts. The firm employs a fundamental, research-driven growth investing approach focused on companies with strong balance sheets and sustainable earnings, while balancing equity exposure with intermediate-term, high-grade fixed income and income vehicles.

Kyle Depasquale is a financial advisor at Rothschild Wealth LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Rothschild Wealth since 2012, with prior roles at Ausdal Financial Partners and Halo Securities LLC. In addition to his advisory role, he is involved with Sentinus Insurance Services, where he participates in insurance sales. 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, offering services such as financial planning, portfolio management, retirement plan consulting, and coordination of tax and estate planning. The firm uses quantitative models and third-party tools to construct and monitor portfolios across various asset classes while providing institutional services including investment policy development and manager selection.

Benjamin Wozniak is a financial advisor with Chicago Oakbrook Financial Group, holding Series 63 and Series 65 credentials and 43 years of industry experience. He previously worked at Commonwealth Financial Network and LPL Financial LLC. Wozniak also engages in fixed insurance sales and serves as a trustee of a company retirement plan. Chicago Oakbrook Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses by providing customized wealth management and discretionary portfolio management alongside comprehensive financial planning and retirement plan consulting. The firm constructs tailored portfolios using a broad range of securities and investment strategies and manages over $1.2 billion in client assets through a multi-advisor team with support from an institutional relationship with Raymond James.

Richard Little is a financial advisor at Serenity Investment Advisors with 15 years of industry experience. He holds the Series 66 designation and previously worked at Kingsview Asset Management. Outside of his advisory role, he is also an independent insurance agent specializing in life insurance. Serenity Investment Advisors is a five-advisor team managing approximately $376 million for nearly 400 clients, serving individuals, institutional plans, trusts, and charitable organizations. The firm employs a tactical allocation approach based on fundamental analysis and offers a range of proprietary investment models, combining active and passive strategies with various securities.

Jacqueline Sedlak is a financial advisor at Rothschild Investment LLC in Chicago, IL, with 14 years of industry experience. She holds a Series 66 designation and previously worked at Hightower Advisors, William Blair, and Wintrust Investments. Rothschild Investment serves a broad range of clients including individuals, families, trustees, corporations, and institutional investors, providing portfolio management, financial planning, and retirement plan consulting. The firm employs asset-allocation models tailored to client objectives and uses a combination of mutual funds, ETFs, individual securities, and sub-advisers in its investment approach.