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.

Arielle Hannan is a financial advisor at Rebellion Asset Management, LLC in Chicago, IL, holding a Series 66 designation with 10 years of industry experience. She has been with Rebellion Asset Management since 2016. Outside of her advisory role, she serves as an investment education consultant for project management, operations, general office management, and event planning. Rebellion Asset Management is a five-advisor firm providing fee-based investment management and financial planning to families, high-net-worth individuals, trusts, charitable entities, corporations, and other business clients. The firm employs quantitative methods, technical analysis, and options strategies, and also acts as a sub-advisor to independent RIAs and institutional clients.

Scott Stuth is a financial advisor at Vestor Capital, LLC with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Vestor Capital since 2020. His prior experience includes roles at Ausdal Financial Partners, Inc. and Oak Asset Management. 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 equity portfolios alongside fixed income, mutual fund, ETF, and alternative strategies.

John Burns is a Certified Financial Planner® with 10 years of industry experience. He has been with Factor Wealth Management Ltd. since 2018 and previously worked at Merrill from 2016 to 2018. He holds Series 66 and Series 63 licenses. Factor Wealth Management Ltd. serves high-net-worth individuals, business entities, charitable organizations, and pension plans, offering investment management and financial planning services. The firm employs a long-term, risk-based approach focusing on global diversification and cost management, managing approximately $781 million in client assets.

Katie Reichart is a CFA® charterholder affiliated with Doyenne Wealth Advisors in Chicago, IL. She has one year of industry experience and was previously employed at Morningstar, Inc. for ten years. Doyenne Wealth Advisors offers personalized, fee-only financial counseling and investment advisory services primarily to high-net-worth and ultra-high-net-worth individuals, senior corporate executives, and related entities. The firm focuses on customized, long-term, diversified asset allocation using marketable investments, third-party managed accounts, and selective private investment vehicles, typically on a non-discretionary basis.

James Stork is a CFP® and CFA® with 25 years of experience in financial advising. He has been with Pinnacle Financial Group LLC since 2000, currently serving as part of a four-advisor team. Outside of his advisory role, Mr. Stork is a managing member and co-owner of STU Partners, LLC, a holding company for the building Pinnacle leases as its principal place of business, and also manages Tower Management, LLC. Pinnacle Financial Group LLC is an SEC-registered, fee-only investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm combines modern portfolio theory with factor investing, quantitative optimization, and third-party research, offering personalized financial planning and investment management through a consultative, modular approach.

Thomas Zimmerman is a CFP® professional with 28 years of industry experience, currently serving at Zimmerman Wealth Management, LLC since 2003. He holds Series 63 and Series 65 licenses and is based in Evanston, IL. Zimmerman Wealth Management is an SEC-registered advisory firm providing discretionary investment management, comprehensive financial planning, and pension consulting to individuals, trusts, employee benefit plans, charitable organizations, and privately held entities. The firm employs a conservative, long-term asset allocation strategy with a focus on mutual funds, ETFs, and closed-end funds, managing several hundred client accounts with roughly half a billion dollars in assets under management.

Christopher Knappstein is a CFP® with 15 years of industry experience and is currently a wealth management officer at Old National Bank. He has worked at 1834 Investment Advisors Co. since 2023 and previously held roles at LPL Financial and First Midwest Bank. He divides his time between his duties at Old National Bank and his advisory work. 1834 Investment Advisors Co. 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, asset allocation, and uses both internally developed and external models, operating as a wholly owned subsidiary of Old National Bancorp with a close relationship to Old National Bank.

Michael Williams is a financial advisor with Truvestments Capital LLC in Chicago, IL, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has worked at Truvestments since 2017 and previously at Insight Folios and Genesis Asset Management. Outside of his advisory role, Mr. Williams serves as a Managing Member of Advisor Revolution LLC, providing consulting services related to demography. Truvestments Capital LLC serves a diverse client base including individuals, high-net-worth clients, trusts, estates, private funds, charitable organizations, and businesses. The firm offers asset management, financial planning, consulting, and sub-advisory services, and manages a private investment vehicle focused on long-term Bitcoin holdings, employing a combination of fundamental, technical, charting, and cyclical analysis in its investment process.

Derek Fraley is a financial advisor at LCM Capital Management Inc. with 15 years of industry experience. He holds the Series 65 designation and is based in Chicago, IL. 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 process focuses on fundamental issuer analysis, long-term equity holdings primarily from the S&P 500 and EAFE universes, and periodic rebalancing, managing approximately $365 million in client assets through a team of nine advisors.

Ryan Robertson is a financial advisor at Factor Wealth Management with four years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at Fidelity Investments and various other firms. Outside of his advisory role, he has experience in diverse sectors including water sports and retail. Factor Wealth Management serves individuals, high-net-worth clients, business entities, charitable organizations, and pension plans, offering investment management, financial planning, and pension consulting. The firm employs a long-term, systematic investment approach focused on global diversification and managing trading costs and investor behavior.

James Cochran is a CFP® professional with 20 years of industry experience. He is currently with Greenstone Belt Wealth Advisors, LLC and has held positions at LPL Financial LLC, IHT Wealth Management, LLC, and Independent Financial Partners. He holds Series 63 and Series 66 licenses and is also involved in a marketing and insurance business. Greenstone Belt Wealth Advisors, LLC is a small supported advisory firm serving individuals, families, high-net-worth clients, estates, trusts, and retirement plans. The firm provides comprehensive financial planning and portfolio management with an investment approach based on modern portfolio theory, focusing on diversification, tax awareness, and fee minimization.

Peter Hemwall is a Series 66-licensed financial advisor with Romano Brothers and Company in Evanston, IL, where he has worked since 2014. He has 14 years of industry experience. Romano Brothers and Company serves individuals, including high-net-worth clients, employee benefit plans, non-profits, trusts, estates, and corporate entities, offering discretionary portfolio management, financial planning, and brokerage services. The firm employs a generally conservative, long-term, fundamentals-based investment approach that includes both active and passive strategies, managing accounts on a discretionary basis through an eight-advisor team.

Sylvia Panek is a financial advisor at Natural Investments with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Natural Investments since 2018, following roles at Cambridge Investment Research and her own advisory practice. Natural Investments is a values-focused advisory firm serving individual clients, high-net-worth households, institutions, and charitable entities. The firm emphasizes asset-class diversification and long-term investment strategies using socially responsible funds and community investment instruments, managing approximately $2.05 billion through a team of 24 advisors.

Jacob Beck is a financial advisor at Doyenne Wealth Advisors with two years of industry experience. He holds a Series 65 designation and has prior work experience at Klarna, Upstart, GM Financial, and Northwestern Mutual. Doyenne Wealth Advisors provides personalized financial counseling and non-discretionary investment advisory services to high-net-worth individuals, senior corporate executives, and related trusts, foundations, and endowments. The firm operates on a fee-only basis and focuses on long-term, diversified asset allocation with a tailored, multi-meeting review process.

Juan Avila is a financial advisor at Centric Wealth Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Toroso Investments, LLC since 2012. Outside of his advisory role, Mr. Avila serves as a trustee for several organizations, including the Illinois Children's Healthcare Foundation and National Louis University, and is the founder of FARO Associates, LLC dba SHENIX®, a financial literacy company focused on the Latina/x community. Centric Wealth Management is a team-based advisory firm serving individuals, trusts, estates, and business entities with discretionary investment management and financial planning. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis to create customized portfolios aligned with clients’ goals and risk tolerances.

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.

Scot Jurczyk is a CFA® charterholder with 20 years of industry experience, currently serving at Financial Solutions Advisory Group since 2003. He is based in Chicago, IL, and is part of a nine-advisor team. Financial Solutions Advisory Group advises high-net-worth individuals, corporations, pension and profit-sharing plans, and trusts, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting and education services. The firm establishes client-specific investment policies through detailed data gathering and employs a combination of fundamental, technical, quantitative, and qualitative analysis across long- and short-term strategies.

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.