Alex Ingardona is a financial advisor at Feldman, Ingardona & Co with 42 years of industry experience. He has been with the firm since 1997. In addition to his advisory role, he serves on the board of a metal stamping company, RJP Investment Group LLC, where he holds a minority ownership interest. Feldman, Ingardona & Co provides investment advisory and portfolio management services primarily to high-net-worth individuals, families, and institutions. The firm focuses on long-term strategic asset allocation and utilizes both active and passive mutual funds and ETFs, with portfolios reviewed quarterly.

Mark Holden is a CFP® professional with 16 years of experience in the financial services industry. He has worked at Vestor Capital, LLC since 2021 and previously held positions at TD Ameritrade, Inc. and Thinkorswim Inc. He is based in Chicago, IL. 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 approach utilizing diversified strategies across multiple asset classes and offers co-advisory and sub-advised programs along with standalone financial planning services.

Frank Pavlica is a financial advisor at Strategic Investment Solutions, Inc. with 40 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2018 and has been with Strategic Investment Solutions since 2009. In addition to his advisory work, Pavlica operates Frank J. Pavlica CPA Ltd, providing tax preparation, accounting, and bookkeeping services. He also serves on the board of directors for Cornerstone National Bank & Trust Company. Strategic Investment Solutions is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, and trustees with discretionary portfolio management and model portfolio programs. The firm’s investment approach emphasizes diversified, largely passive, long-term investments guided by Modern Portfolio Theory and the Efficient Markets hypothesis.

Stephen Konsler is a financial advisor at Vestor Capital, LLC in Chicago, IL, with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill Lynch. Outside of his advisory role, he serves as an associate board member for the Daniel Murphy Scholarship Foundation, a charitable organization focused on volunteer and fundraising activities. Vestor Capital is a multi-team investment and wealth management firm serving individuals, families, not-for-profit organizations, foundations, and qualified retirement plans. The firm employs a centralized investment committee to manage concentrated, low-turnover equity portfolios alongside fixed income and alternative strategies, overseeing approximately $2.08 billion in discretionary assets through a team of 21 advisors.

Michael Leigh is a financial advisor at Wellment Financial with a Series 65 designation and one year of experience in advisory roles. He has over two decades of experience as a CPA through his own tax preparation business and has worked previously at firms including Jesser Ravid Jason Basso & Farber, LLC and Gilson, Labus & Silverman, LLC. Outside of advisory services, he continues to provide tax preparation on a part-time basis. Wellment Financial serves individuals, high-net-worth clients, and institutional sponsors by offering investment management, financial planning, and retirement-plan advisory services. The firm utilizes vetted model portfolios and a sub-advisor platform emphasizing tax-aware retirement planning, managing approximately $237 million in discretionary assets.

Jared Winkers is a ChFC® credentialed financial advisor with five years of industry experience. He is currently with Rothschild Wealth LLC and has prior experience at Northwestern Mutual Wealth Management Company and QCR Holdings. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, corporate executive groups, trusts, retirement plans, and other institutional clients. The firm’s investment approach focuses on asset allocation models supported by quantitative analysis and client information, using a range of investment vehicles and third-party platforms.

Ryan Williamson is a CFP® professional with 26 years of industry experience. He has been with Horizon Wealth Management since 2014 and has worked with LPL Financial for over two decades. Outside of his advisory work, he is an author of a financial planning book and plays guitar in a band. Horizon Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm provides discretionary investment management and financial planning with a long-term, fiduciary approach, managing diversified portfolios and offering ongoing portfolio monitoring.

Michael Sedlak is a financial advisor at Sikich Financial with 25 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Sedlak previously worked at Golden Trail Advisers for 13 years and MPS-LORIA Financial Planners, LLC for 9 years, and he continues to serve as manager for Golden Trail Advisers, LLC. Sikich Financial is an SEC-registered multi-team advisory firm serving individuals, retirement and profit-sharing plans, trusts, estates, and business entities. The firm provides integrated wealth management, retirement plan consulting, and participant education, utilizing an asset-allocation approach supported by in-house and third-party managers across multiple platforms.

Mark Kerman is a financial advisor at RCM Wealth Advisors in Chicago, IL, with eight years of industry experience. He holds a Series 66 designation and has previously worked at Harvest Investment Services, LLC, and ProEquities, Inc. In addition to his advisory role, Kerman is a partner and CPA at Siepert & Co. LLP, an accounting firm where he provides accounting, consulting, and tax planning services. RCM Wealth Advisors is a multi-advisor SEC-registered firm managing approximately $324 million for around 530 clients, serving individuals, pension and profit-sharing plans, and corporate clients. The firm employs a combination of fundamental and cyclical analysis supported by an internal Investment Policy Committee, offering tailored portfolios and a variety of strategies including ETF-driven allocations and options-based programs.

Brewster Lindblad is a financial advisor at The Mosaic Financial Group, LLC in Chicago, IL, holding a Series 65 designation with 12 years of industry experience. He has been with The Mosaic Financial Group since 2011. The Mosaic Financial Group serves high-net-worth individuals, trusts, estates, charitable organizations, and various institutional clients, managing approximately $898 million in assets. The firm integrates investment advisory with estate and financial planning, tax preparation, and bookkeeping, emphasizing asset allocation and offering both discretionary and non-discretionary portfolio management.

Kenneth Dow is a CFP® with 29 years of industry experience and currently serves at SAGE Private Wealth Group, LLC. He is the owner and managing partner of The Dow Group, a support company. His career includes roles at Morgan Stanley and Raymond James Financial Services. SAGE Private Wealth Group is an SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers wealth management and discretionary portfolio management using a client-specific process that incorporates equities, debt instruments, ETFs, mutual funds, options, and alternative investments.

Steven Resnik is a financial advisor at Burling Wealth Partners with a Series 65 credential and two years of industry experience. Prior to joining Burling Wealth Partners in 2024, he worked at Edgewater Services, LLC for four years and has held roles at Northwestern University and Fifth Street Asset Management. Burling Wealth Partners serves individuals, family offices, trusts, estates, private foundations, retirement plans, corporations, and pooled investment vehicles. The firm employs a fiduciary approach combining investment management and financial planning, managing approximately $1.0 billion in assets with tailored strategies that include both internal and external investment options.

Christopher Chiu is a financial advisor at RCM Wealth Advisors in Chicago, IL, holding a Series 65 designation with 13 years of industry experience. He has worked at RCM Wealth Advisors since 2013 and previously spent five years at Ralloc Capital LLC. RCM Wealth Advisors serves individual clients, including high-net-worth individuals, pension and profit-sharing plans, and corporate entities, offering portfolio management and financial planning through a variety of managed asset portfolios and investment strategies. The firm uses fundamental and cyclical analysis overseen by an internal committee and provides both discretionary and non-discretionary accounts alongside written financial plans and retainer planning services.

Michael Cohen is a financial advisor with Cohen Capital in Chicago, holding Series 63 and Series 65 licenses and with 54 years of industry experience. He previously worked at Raymond James & Associates for 12 years before joining Cohen Capital. Outside of his advisory role, Cohen is a managing partner at Oak Grove Partners, a business venture unrelated to investment advising. Cohen Capital is an SEC-registered investment adviser providing discretionary investment management, wealth management, and financial planning services to individuals, trusts, businesses, and institutional accounts. The firm primarily constructs portfolios using low-cost, diversified mutual funds and ETFs, employing both fundamental and technical analysis with a long-term investment approach.

John Ferrante is a ChFC® credentialed financial advisor with 30 years of industry experience. He has been with Chicago Oakbrook Financial Group since 2007 and previously worked at Commonwealth Financial Network. Ferrante is the owner of JAF Wealth Management, Inc., a private entity that facilitates securities, advisory, and insurance business. Chicago Oakbrook Financial Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm offers customized wealth management, discretionary portfolio management, and comprehensive financial planning, utilizing a broad range of securities and investment strategies tailored to client objectives.

William Brennan is a financial advisor at LCM Capital Management Inc. in Chicago, IL, holding a Series 65 designation with nine years of industry experience. He has been with LCM Capital Management since 2015. LCM Capital Management provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a fundamental issuer analysis approach focused on long-term equity holdings and manages approximately $365 million in client assets through a team of nine advisors.

Timothy Mcgrath is a financial advisor at Riverpoint Wealth Management in Chicago, IL, with 36 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at LPL Financial from 2007 to 2020. Since 2013, he has been with Riverpoint Wealth Management Holdings, LLC. Riverpoint Wealth Management serves individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable and corporate entities, offering discretionary asset management, financial planning, and 401(k) consulting. The firm focuses on customized portfolio construction using quantitative optimization and an investment committee, managing approximately $748 million in discretionary assets with a small team.

Robert Bretl is a financial advisor at Wellment Financial with 13 years of industry experience and holds a Series 65 credential. He has worked at FSR Wealth Management since 2017 and is also involved with FSR Certified Public Accountants, Ltd., where he performs tax return preparation. Wellment Financial provides investment management, financial planning, and manager selection services to individuals, high-net-worth clients, and institutions, focusing on retirement planning and tax strategies through diversified, customizable portfolios managed with the support of a third-party sub-advisor.

Timothy Mc Gregor is a CFA® charterholder with over 20 years of industry experience, currently serving at Riverbend Capital Advisors, LLC since 2024. Prior to joining Riverbend, he spent 18 years at Northern Trust. Riverbend Capital Advisors primarily serves high-net-worth individuals, trusts, estates, corporations, and other business entities, focusing on discretionary investment management of municipal bonds and fixed-income securities using a combination of fundamental and technical analysis.

David Navarro is a CFP® and ChFC® with 39 years of industry experience. He has been with Chicago Oakbrook Financial Group since 2007 and previously worked at CommonWealth Financial Network. Navarro is president and owner of Chicago Oakbrook Financial Group and serves as a 401(k) and brokerage cash balance plan trustee for the firm. Chicago Oakbrook Financial Group is a registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers customized wealth management, discretionary portfolio management, and comprehensive financial planning, employing a wide range of investment strategies and securities tailored to client objectives.