Anne Petty is a CFP® professional with 14 years of industry experience. She has worked at Doyenne Wealth Advisors since 2022 and was previously with Brownson, Rehmus & Foxworth, Inc. for six years. Based in Chicago, IL, she is part of a team of ten advisors at Doyenne Wealth Advisors. 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 emphasizes long-term, diversified asset allocation and operates on a fee-only, independent basis, managing over $1.8 billion under a non-discretionary model.

Robert Werr is a financial advisor with Dominion Portfolio Management, Inc., holding Series 63 and Series 66 credentials and possessing 33 years of industry experience. His career includes roles at Calton & Associates, Dominion Investor Services, Xceed Capital Management, National Life, and Equity Services. Outside of advisory work, he is an agent for several insurance companies selling life, disability, and health insurance. Dominion Portfolio Management, Inc. provides fee-based portfolio management to individuals, high-net-worth clients, and businesses, offering both discretionary and non-discretionary services primarily in individual securities, ETFs, and mutual funds. The firm uses multiple analytical approaches and allows account aggregation and third-party money managers as part of its service model.

Frederick Kort is a CFP® and Series 66-registered financial advisor with 19 years of industry experience. He is currently with Cura Wealth Advisors, LLC in Chicago, having previously worked at Arete Wealth Advisors, IHT Wealth Management, Insight Securities, and UBS Financial Services. Cura Wealth Advisors offers comprehensive portfolio management and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm manages over $527 million in assets and utilizes a variety of analytical methods and investment approaches, including options strategies, short sales, and access to alternative investments.

Daniel Howard is a CFP® professional with four years of experience at Zuckerman Investment Group in Chicago. Prior to joining the firm, he held positions at Epic Systems and various roles related to education and local community organizations. Zuckerman Investment Group offers comprehensive wealth management services to high-net-worth clients, employing a value-oriented, long-term investment approach across equities, fixed income, ETFs, mutual funds, and selective alternatives. The firm also manages the privately offered pooled vehicle ZVS LLC and provides customized financial planning with regular client communication.

Dennis Slott is a CFP® with 41 years of industry experience, currently serving at Vestor Capital, LLC in Chicago, IL. He has been with Vestor Capital and its related entities since 2010 and holds the Series 63 and Series 66 licenses. Outside of his advisory role, he serves as a board member of the Father Wasson Legacy Endowment Inc. 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 centralized Investment Committee that focuses on fundamental security analysis and a range of equity and fixed income strategies.

Benjamin Cohen is a CFP®-credentialed financial advisor with 19 years of industry experience, currently serving as part of the team at Cohen Capital in Chicago, IL. Prior to joining Cohen Capital, he worked for 12 years at Raymond James & Associates. Outside of his advisory role, he is a passive investor in businesses including Verlaine Restaurant and the Broadway production Once On This Island. Cohen Capital is an SEC-registered investment adviser that provides discretionary investment management, wealth management, and financial planning services to individuals, trusts, businesses, pooled vehicles, and institutional accounts. The firm primarily constructs portfolios using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, and employs a mostly long-term investment approach with flexibility for shorter-term adjustments.

Derrick Allen is a financial advisor at The Mosaic Financial Group, LLC in Chicago, IL, holding a Series 65 designation with four years of industry experience. He has been with The Mosaic Financial Group since 2003. The Mosaic Financial Group primarily serves high-net-worth individuals, trusts, estates, charitable organizations, and various business entities, managing approximately $898 million in assets. The firm emphasizes asset allocation and integrates accounting and tax services into its advisory platform, offering customized portfolio construction and both discretionary and non-discretionary advisory relationships.

Richard Loria is a financial advisor with MPS-LORIA Financial Planners, LLC, holding Series 63 and Series 65 registrations and offering 35 years of industry experience. He has been with MPS-LORIA Financial Planners and Loria Financial Group since 1999. Outside of advisory work, he is an independent licensed insurance agent and a managing member of Loria Financial Group, LLC. MPS-LORIA Financial Planners serves a varied client base including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm employs an open-architecture, predominantly discretionary investment approach, utilizing diversified allocations primarily composed of no-load mutual funds and ETFs and relies on quantitative screening and ongoing monitoring tools.

Martin Buehler is a financial advisor with Vestor Capital, LLC in Chicago, holding Series 63 and Series 65 designations and 35 years of industry experience. He has been involved with VC Management, LLC and various Vestor Capital entities since 2010. Outside of his advisory work, he is a limited partner and passive investor in Aurora Sports Venture, LLC, a private real estate limited partnership. Vestor Capital provides investment and wealth management, portfolio management, and financial planning services to individuals, nonprofits, foundations, and qualified retirement plans. The firm employs a centralized Investment Committee that uses internal fundamental research to manage diversified portfolios across multiple asset classes and offers co-advisory and sub-advised strategies, supported by an affiliation with Focus Financial Partners.

James Varner is a CFP® and holds a Series 65 license with seven years of industry experience. He currently works at Financial Solutions Advisory Group in Chicago, where he has been since 2025. Prior to this, he spent seven years at HighTower Advisors LLC and over two decades at Leonetti & Associates, Inc. Financial Solutions Advisory Group serves individuals, corporations, pension and profit-sharing plans, and trusts through continuous investment advisory and portfolio management services. The firm employs a diversified investment approach combining fundamental, technical, quantitative, and qualitative analysis, and is notable for its pension plan consulting and quarterly newsletter publication.

Jeffrey Witz is a CFP® professional with nine years of experience at MEDIQUS Asset Advisors, Inc., where he has worked since 2011. He is based in Chicago, IL, and coordinates life and disability insurance sales for the firm’s clients. MEDIQUS Asset Advisors serves individuals, retirement plans, and medical groups with investment advisory, financial planning, and ERISA plan advisory services. The firm emphasizes long-term asset allocation and uses a combination of third-party research and platform algorithms to manage discretionary assets.

Kathryn Grover is a financial advisor at Abundo Wealth in Chicago, holding a Series 65 designation with one year of industry experience. Her prior roles include positions at Clarvida and Arabella Advisors. Abundo Wealth provides comprehensive financial planning and non-discretionary investment advisory services to individual clients without an asset minimum. The firm emphasizes a passive, low-cost index fund approach and offers advisory services on a subscription basis through a client portal.

Thomas Grooms is a CFA® charterholder with seven years of industry experience. He has worked at Sierra Summit Advisors LLC since 2024 and previously held roles at Northern Trust and Premier Asset Management LLC. Sierra Summit Advisors primarily serves high-net-worth individuals and institutional clients, providing discretionary investment management, financial planning, and consulting services. The firm employs a combination of fundamental, quantitative, and technical analysis across various strategies and routinely uses third-party managers under its oversight.

Elena Sargent is a financial advisor at Factor Wealth Management in Chicago, IL, holding a Series 65 designation. She has seven years of industry experience, including roles at MGO/OneSeven, Savant Wealth Management, Brownson Rehmus & Foxworth, and Clune & Associates. Factor Wealth Management serves individuals, business entities, charitable organizations, and pension and profit-sharing plans, typically working with clients who meet a $1,000,000 account minimum. The firm emphasizes a long-term, risk-based investment approach focused on managing client behavior, limiting turnover, and controlling trading costs.

Ranjit Bahadur is a financial advisor with Unique Wealth Strategies, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He previously worked with Private Advisor Group, LLC and LPL Financial, LLC. He is also involved with Creative Legacy Planning, a business related to non-variable insurance. Unique Wealth Strategies serves individuals, small businesses, trusts, estates, and charitable clients with asset management, financial planning, and retirement plan services. The firm offers a proprietary wrap program and employs a combination of fundamental, technical, quantitative, and modern portfolio theory approaches, including the use of derivatives and leverage within managed portfolios.

Jeffrey Cribbs is a CFP® with 27 years of industry experience, currently serving at Chicago Wealth Management, Inc. since 2004. He is based in Chicago, IL, and holds Series 63 and Series 65 licenses. Chicago Wealth Management, Inc. is an SEC-registered advisory firm operating as a four-advisor team managing approximately $307 million for individuals, non-profits, and institutional clients. The firm employs a tactical investment approach focused on maximizing absolute long-term returns while limiting large portfolio losses, using a diversified mix of equities, ETFs, mutual funds, fixed income, and selective options strategies with periodic rebalancing.

Lee Catalano is a CFP® professional with 42 years of industry experience, currently serving at MEDIQUS Asset Advisors, Inc. since 1996 and also affiliated with Ausdal Financial Partners, Inc. since 2009. He holds Series 63 and Series 65 licenses and conducts insurance sales as a licensed agent, dedicating part of his time to this activity. MEDIQUS Asset Advisors provides investment advisory, financial planning, and ERISA plan advisory services primarily to individuals, retirement plans, and medical groups. The firm emphasizes long-term asset allocation with a disciplined rebalancing approach and utilizes technology platforms for portfolio management and client reporting.

Lisa Santos is a financial advisor at Keating Financial Advisory Services with one year of industry experience. She holds a Series 65 designation and previously worked at Raymond James Financial Services Advisors Inc. Outside of finance, she is a partner and co-owner of Southport Grocery & Cafe in Chicago, where she is involved in marketing strategy, product development, and operations. Keating Financial Advisory Services serves pension and profit-sharing plans, corporate retirement plans, and other institutional clients, managing $330 million in plan assets. The firm offers both discretionary and non-discretionary investment management and provides modular financial planning and consulting services.

Ryan Watson is a financial advisor with Willis Towers Watson Securities, LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Fisher Investments, MissionSquare Investment Services, and First Command. Watson served in the U.S. Air Force from 2017 to 2019 and attended the United States Air Force Academy. Willis Towers Watson Securities, LLC provides retirement-focused investment advisory services to individuals and high-net-worth clients through its Via Retirement platform, which offers web-based financial planning, discretionary model portfolios, and asset allocation tools. The firm uses diversified model portfolios and asset-allocation modeling guided by Monte Carlo simulations and client inputs, supported by affiliated sub-advisers and insurance brokerage services.

Dana Cahan is a financial advisor at North Star Investment Management Corporation with a Series 65 credential and three years of industry experience. Prior to joining North Star, Dana worked at Zuckerman Investment Group and Altair Advisers, LLC, and has an extensive background with Mac Management Co. Inc. spanning 18 years. North Star Investment Management Corporation serves a broad client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering discretionary portfolio management, financial planning, and family office services. The firm manages approximately $2.5 billion in assets and employs a range of investment strategies, frequently utilizing its affiliated mutual funds in client portfolios.