James Petitpren II is a financial advisor with Greenstone Belt Wealth Advisors, LLC in Chicago, IL, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at ORBA Wealth Advisors, LPL Financial, IHT Wealth Management, and Morgan Stanley. Greenstone Belt Wealth Advisors serves individuals and families, including high-net-worth clients, providing financial, estate, tax, and retirement planning alongside discretionary portfolio management. The firm emphasizes diversification, fee minimization, and after-tax efficiency while utilizing mutual funds, ETFs, individual securities, and third-party managers.

Vincent Harambasic III is a CFP® with 21 years of industry experience, currently serving at Pinnacle Financial Group LLC. His prior roles include positions at Wells Fargo Clearing, JP Morgan Securities, Strategic Advisors, Inc., and Fidelity Investments. He is the managing member of ThreePillar Assets, LLC, which owns 50% of Pinnacle Financial Group. Pinnacle Financial Group LLC is a fee-only registered investment adviser managing approximately $673 million for about 390 clients, including individuals, pension plans, and charitable organizations. The firm employs a combination of fundamental, factor, optimization, and quantitative methods alongside modern portfolio theory to tailor portfolios, offering both financial planning and investment management services.

Phillip Johnson is a financial advisor at Rothschild Wealth LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple related firms, including Rothschild Financial Partners, LLC and Halo Securities LLC. He has served as president of Rothschild Wealth LLC since 2018 and as managing director of Rothschild Investment LLC since 2023. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, corporate executives, trusts, retirement plans, and institutional clients. The firm’s investment approach uses asset-allocation models based on client questionnaires and quantitative analysis, with implementation across various securities and third-party sub-advisers.

Trevor Mcghie is a CFP® and Series 65 licensed advisor with one year of experience, currently with Serenity Investment Advisors. His prior experience includes roles at Verity Asset Management, IMP Financial Services, and Axa Advisors, as well as four years at Cal State Fullerton. Outside of advising, he serves as a sports official for US Water Polo, Inc. Serenity Investment Advisors is a five-advisor team managing approximately $376 million for nearly 400 clients, serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach based on fundamental analysis and offers multiple proprietary investment models, providing both discretionary and non-discretionary portfolio management.

Rita Bunch is a financial advisor at 4 Wealth Advisors, Inc. with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments and 4 Wealth Advisors since 2012. Additionally, she is involved with 4Wealth Insurance Group, where she evaluates life insurance needs. 4 Wealth Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm offers portfolio management and comprehensive financial planning using a range of analytical methods, with a distinctive affiliation to an accounting firm and related insurance entity.

Adam Cross is a financial advisor with AMC Wealth Management, LLC in Chicago, IL, holding his Series 66 designation and 12 years of industry experience. His prior roles include positions at Northern Trust Bank and Carson Capital. He has been with AMC Wealth Management since 2020. AMC Wealth Management is a state-registered investment advisory firm that serves individuals, trusts, business entities, estates, and charitable organizations. The firm employs a strategic asset-allocation approach using exchange-traded funds and mutual funds, offering discretionary investment management alongside financial planning services within a six-advisor team.

Nicholas Martin is a financial advisor at Hemsley Advisors, Ltd. in Chicago, holding a Series 65 designation with six years of industry experience. He has been with Hemsley Advisors since 2018 and is also the sole owner of 21st Century Tax Services, Inc., a tax preparation and bookkeeping business. Hemsley Advisors, Ltd. serves individuals, charitable organizations, and corporations with portfolio management, financial planning, and consulting services. The firm emphasizes individualized investment policies, fundamental analysis, asset allocation, and a buy-and-hold strategy, managing the majority of client assets on a non-discretionary basis.

Cooper Perry is a financial advisor with Embree Financial Group based in Chicago, IL. He holds Series 65 and Series 63 licenses and has nine years of industry experience. Prior to joining Embree Financial Group in 2023, he worked at McAdam LLC and Purshe Kaplan Sterling Investments. Embree Financial Group offers holistic financial planning, discretionary investment management, and retirement plan consulting to individuals, families, trusts, and institutional clients. The firm serves both high-net-worth and non-HNW clients and manages portfolios through a combination of fundamental, technical, and cyclical analysis.

Luke Novak is a financial advisor with Rothschild Investment LLC in Chicago, IL, holding a Series 66 designation and 20 years of industry experience. He has been with Rothschild Investment Corp. since 2004. Rothschild Investment LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as trusts, corporations, pension and profit-sharing plans, and other institutional retirement plans. The firm employs client-specific asset allocation models and quantitative analysis, offering discretionary and non-discretionary portfolio management, retirement plan consulting, and management of pooled vehicles and an affiliated private fund.

John Gritis is a financial advisor with Bentley Financial Group and holds Series 63 and Series 65 licenses. He has 39 years of industry experience and has been with Bentley Financial Group since 2014. Prior to this, he worked at LPL Financial starting in 2009 and has operated his own firm, Domino, Gritis & Co., since 1976. Gritis is also a one-third owner of a manufacturing company and provides tax preparation and corporate accounting services through his accounting firm. Bentley Financial Group provides investment advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $393 million in discretionary client assets, employing fundamental analysis and third-party managers, while offering a range of LPL-sponsored managed account programs and a proprietary wrap program.

Allan Peil is a financial advisor at Vertis Wealth, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Trifound Advisory, LLC and Northwestern Mutual. In addition to his advisory role, he is also an insurance agent offering insurance products and services. Vertis Wealth provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as corporations and charitable organizations. The firm emphasizes long-term, value-oriented equity selection, strategic asset allocation, and option strategies, with services tailored to client objectives.

Ryan Bellis is an advisor at Vertex Partners in Downers Grove, IL, holding Series 63 and Series 65 licenses. He has been with Vertex Planning Partners since 2024 and has prior experience at Natixis Investment Managers. Ryan entered the industry recently after completing his studies in 2024. Vertex Partners provides advisory services to individuals, trusts, estates, retirement plans, and charitable and corporate entities through financial planning, investment and wealth management, consulting, and retirement plan consulting. The firm employs a diverse investment process focusing on asset allocation, diversification, and behavioral finance, utilizing a combination of active and passive model portfolios across various platforms and strategies.

Michael Adler is a CFP® with 15 years of industry experience, currently serving as an advisor at Rothschild Wealth LLC. His prior experience includes roles at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. He is also a licensed insurance agent and registered representative of Rothschild Investment, LLC. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, corporate executive groups, trusts, retirement plans, and institutional clients. The firm employs asset-allocation models supported by quantitative analysis and offers a range of portfolio management and consulting services.

Joshua Beachler is a CFP® with nine years of industry experience. He is currently with Goldstone Financial Group, LLC and has previously worked at Clearwater Capital Partners and Bank of America, N.A. Beachler holds the Series 66 designation. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing over $1 billion for individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers and third-party model portfolios, using a range of investment strategies including mutual funds, ETFs, fixed income, and select alternatives.

Jeremy Lorenz is a CFP® professional with four years of experience at Capstone Financial Advisors Inc. He has a background that includes roles at Illinois State University, Ikea, LegoLand Discovery Center, and Schaumburg High School. Capstone Financial Advisors serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm emphasizes asset-class allocation, cost control, and tax positioning, managing approximately $2.44 billion in client assets through a multi-advisor team and offering private fund investments and in-house tax services.

Donald Roseen is a financial advisor at Lake Street with 26 years of industry experience. He holds the Series 66 designation and has worked at Lake Street Financial, LLC since 2018, following a 15-year tenure at Rothschild Investment Corp. and a brief period at United Advisors. Lake Street Private Wealth provides investment management and financial planning services to individuals, high-net-worth clients, business entities, and various types of plans and trusts. The firm emphasizes institutional cost structures, global diversification, tax minimization, and asset-class allocation, offering both discretionary and non-discretionary portfolio management.

Thomas Bruce is a financial advisor at Matrix Private Capital Group in Chicago, Illinois, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank prior to joining Matrix in 2019. Matrix Private Capital Group provides customized wealth management and advisory services to high net worth individuals, families, and related trusts and estates. The firm employs a solutions-driven investment approach emphasizing strategic diversification and risk management across traditional and alternative asset classes, and sponsors private co-investment vehicles that invest alongside private equity firms in single-deal transactions.

Grace Martin is a financial advisor at Vestor Capital, LLC with a Series 65 designation and one year of industry experience. She previously worked at The Mather Group for two years before joining Vestor Capital. 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 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 diversified fixed income and alternative strategies.

Grant Feurer is a financial advisor at LCM Capital Management Inc. with 19 years of industry experience. He holds a Series 65 designation and has been self-employed since 2004. In addition to his advisory role, he is a stock trader with Gelber Securities. 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 employs a fundamental issuer analysis approach focused on long-term equity holdings primarily from the S&P 500 and EAFE universes, managing approximately $365 million in assets through a team of nine advisors.

Jane Ellen Wolak is a CFP®-certified financial advisor with 25 years of industry experience, currently serving at The Mosaic Financial Group, LLC since 2000. Based in Chicago, IL, she holds Series 63 and Series 65 licenses. The Mosaic Financial Group primarily serves high-net-worth individuals, trusts, estates, charitable organizations, and various institutional clients, managing approximately $898 million in assets. The firm emphasizes asset allocation and integrates accounting and tax services into its advisory platform, offering both discretionary and non-discretionary portfolio management with a client-specific approach.