Edward Smith is a financial advisor with Vertex Partners in Downers Grove, IL. He holds Series 65 and Series 63 licenses and has four years of industry experience. Prior to joining Vertex Partners, he worked at LPL Financial and TPOD. Outside of his advisory work, he serves as head coach for the Chicago Blaze Rugby Club. Vertex Partners provides financial planning, investment management, and consulting services to individuals, trusts, estates, retirement plans, and charitable and corporate entities. The firm’s investment approach incorporates asset allocation, diversification, and behavioral finance using a combination of active and passive strategies through various managed portfolios and third-party platforms.

Timothy Pearce is a CFP® professional associated with One Wealth Capital Management, LLC, with 11 years of industry experience. His prior roles include positions at MassMutual Life, Guardian Life Insurance Company, and Northwestern Mutual. One Wealth Capital Management, LLC manages approximately $307 million for individuals, high-net-worth clients, and various institutions. The firm uses a macro-environmental tactical asset allocation approach with sector rotation and a growth/value framework, offering discretionary and non-discretionary investment management alongside comprehensive financial planning services.

Jennifer Clark is a financial advisor at Goldstone Financial Group, LLC, holding a Series 65 designation with over 18 years of experience as a CPA and three years with BSG Advisers prior to joining Goldstone. She has been with Goldstone Financial Group since 2026. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing approximately $1.05 billion across a diverse client base. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers, employing a range of strategies including mutual funds, ETFs, fixed income, and alternatives, with ongoing portfolio monitoring and formal annual reviews.

Amy Weigand is a CFA® charterholder and holds a Series 66 license, with four years of experience in the financial industry. She has worked at several firms including VCI Wealth Management, AE Wealth Management, FEFA Asset Management, and Wells Fargo Clearing Services before joining Altman Advisors, a Chicago-based firm, where she has been since 2025. Altman Advisors provides discretionary portfolio management and investment consulting to individuals, trusts, retirement plans, and business clients, offering customized financial planning and retirement-plan consulting. The firm employs fundamental analysis and strategic asset allocation in its investment approach, incorporating a range of investment strategies and instruments, including derivatives and cryptocurrency-linked products, with regular portfolio monitoring and rebalancing.

Peter Lisnic is a financial advisor at Hunter Capital Management with 12 years of industry experience. He holds a Series 66 designation and has worked at Hunter Capital Management since 2021, following a seven-year period operating under his own name. Hunter Capital Management is an SEC-registered investment adviser that serves high-net-worth individuals, pooled investment vehicles, and institutional clients. The firm manages assets across separate accounts, a registered mutual fund, and private pooled vehicles, employing value-oriented equity strategies and a unique commodity subadviser arrangement within one private fund.

Peter Gottlieb is a financial advisor at North Star Investment Management Corporation with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with North Star since 2004, following roles at FA Asset Management Inc., Mid Atlantic Capital Corporation, and Copley Financial Services Corp. He serves as CEO of North Star Financial Services, a holding company for registered investment advisers, and is president of North Star Family Office, providing customized family office services. North Star Investment Management Corporation serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering discretionary portfolio management, financial planning, family office services, and management of the North Star Mutual Funds. The firm’s investment approach includes individualized policies, use of its own mutual funds, and a range of equity and fixed income strategies.

Angela Williams is a Certified Financial Planner® with 16 years of industry experience. She has been with Wealthquest Corporation in Oak Brook, IL since 2013 and holds the Series 63 and Series 66 licenses. Wealthquest Corporation serves individuals, families, retirement plans, charitable organizations, businesses, trusts, and estates through tiered advisory programs that integrate portfolio management, financial planning, estate-planning assistance, and tax return preparation. The firm manages approximately $2.22 billion for about 1,583 clients using a multi-advisor team approach and offers both discretionary and non-discretionary services.

Sean Prendergast is a financial advisor at MPS-LORIA Financial Planners, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, Charles Schwab, and Hightower. Outside of his advisory role, he serves as a high school football official for the Chicago Catholic League. MPS LORIA Financial Planners, LLC serves individual clients, including high-net-worth individuals, as well as corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm employs a predominantly discretionary, open-architecture investment approach focused on diversified allocations using no-load mutual funds and ETFs, supported by quantitative screening and research from Fiducient Advisors.

Andrew Owen is a financial advisor with Goldstone Financial Group, LLC, holding Series 63, 65, and 66 licenses and six years of industry experience. Prior to joining Goldstone in 2024, he worked at MML Investor Services and MassMutual Life Insurance Company from 2021 to 2024, and Northwestern Mutual from 2019 to 2021. Outside of his advisory role, he teaches baseball at Bash Sports Academy. Goldstone Financial Group is an SEC-registered multi-team investment adviser managing approximately $1.05 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, employing strategies that include mutual funds, ETFs, fixed income, and select alternatives.

John Suchy is a financial advisor with Chicago Oakbrook Financial Group holding a Series 65 credential. He has experience across multiple roles since 2016, including positions at Northwestern Mutual Investment Services and the American Automobile Association. Chicago Oakbrook Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses by providing customized wealth management, discretionary portfolio management, and comprehensive financial planning. The firm utilizes a broad range of securities and investment strategies tailored to client objectives and manages over $1.2 billion in assets through a team-based approach.

Galo Baca is a financial advisor at Goldstone Financial Group, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Envoy Advisory Inc., Christian Retirement Ministries, and Harvest Investment Services, LLC. His background also includes roles in education and community organizations. Goldstone Financial Group provides investment advisory and financial planning services to individuals and high-net-worth clients, employing a documented investment process that combines fundamental, technical, and quantitative methods aligned with modern portfolio theory. The firm offers a range of strategies including tactical ETF models and alternative approaches such as options-based and hedged credit-spread strategies.

Jessica Debold is a CFP® with 18 years of industry experience. She is currently with Goldstone Financial Group, LLC and has previously worked at Financial Engines Advisors L.L.C. and Buckingham Financial Group, Inc. Outside of her advisory role, she is involved in residential construction through DeBold Builders LLC, where she assists with bookkeeping, accounting, and income tax preparation. Goldstone Financial Group is a multi-team, SEC-registered investment adviser managing over $1 billion across more than 1,600 client relationships. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers and model portfolios, implementing strategies that include mutual funds, ETFs, fixed income, and alternative vehicles.

Timothy Newell is a CFP® with 40 years of experience in financial advisory services. He is currently with Harvest Investment Services, LLC and Envoy Advisory Inc., having previously worked at ProEquities, Inc. He owns Harvest Financial Planning, LLC, where he provides comprehensive financial and estate planning, including trust preparation and tax services. Harvest Investment Services, LLC offers portfolio management, financial planning, and consulting to a diverse client base including individuals, retirement plans, trusts, and institutions. The firm employs a multi-advisor team approach and uses a variety of investment strategies tailored to client objectives and risk tolerance.

Alyssa Schuster is a CFP® and holds a Series 65 license with seven years of industry experience. She has worked at Doyenne Wealth Advisors since 2022 and previously at Brownson, Rehmus & Foxworth, Inc. and the Regulatory Compliance Association. 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, independent basis and focuses on long-term, diversified asset allocation with a tailored, multi-meeting review cadence for affluent households.

Phoebe Stefani is a Certified Financial Planner (CFP®) with eight years of industry experience. She currently works at Doyenne Wealth Advisors in Chicago, where she has been since 2022. Her prior roles include positions at Brownson, Rehmus & Foxworth, Inc., Bank of America, and Merrill. Doyenne Wealth Advisors provides 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, offering mostly non-discretionary advisory services with a range of investment options including no-load mutual funds, ETFs, and selective private investments.

Troy Bute is a CFP® professional with 19 years of industry experience, currently serving at Capstone Financial Advisors Inc since 1999. He is based in Downers Grove, IL, and has spent his entire advisory career at Capstone. Capstone Financial Advisors serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm focuses on asset-class allocation, cost control, and tax positioning, offering portfolio management, financial planning, pension consulting, and specialized services such as tax preparation and private fund investments.

Michael Ingardona is a CFP® professional with 12 years at Feldman, Ingardona & Co and 4 years of industry experience. He is based in Downers Grove, IL, and is part of a five-advisor team. 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, using both active and passive managers, and offers discretionary and non-discretionary portfolio management with regular performance monitoring.

Peter Steigerwald is a financial advisor at 4 Wealth Advisors, Inc. with 15 years of industry experience. He holds a Series 65 designation and has worked previously at Retirement Income Management, Inc. and The Lending Company. Steigerwald also serves as Vice President of Mortgage Lending at Guaranteed Rate in Chicago. 4 Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers customized portfolio management and employs various analytical methods, including technical and cyclical analysis, while maintaining affiliations with accounting and insurance entities to support integrated client services.

Gregory Johnson is a financial advisor at Paradigm Wealth Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Halo Securities, LLC and Sentinus, LLC. Outside of his advisory role, he is involved as a lacrosse coach and referee at Hinsdale Central. Paradigm Wealth Management, LLC serves individuals, including high net worth clients, and charitable organizations, offering portfolio management, financial planning, and third-party money manager referrals. The firm emphasizes tailored advisory strategies and manages held-away participant accounts through a third-party platform, providing regular account reviews and educational seminars.

Michael Bellis is a CFP® professional with over 32 years of experience in the financial services industry. He is currently affiliated with Vertex Partners and has previously worked with Highpoint Advisor Group and LPL Financial. Bellis also has involvement in an accounting and tax preparation partnership, Vertex Accounting Partners, LLC. Vertex Partners provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm tailors portfolios based on clients’ risk tolerance, time horizon, and liquidity needs, using a diversified approach that includes proprietary model portfolios, mutual funds, ETFs, individual securities, and third-party program platforms.