David Walle is a CFA® charterholder with 18 years at Horizon Investment Services, LLC, based in Hammond, IN. He has seven years of industry experience and works within a six-advisor team at the firm. Horizon Investment Services provides discretionary investment advisory and sub-advisory services to individuals, retirement plans, trusts, foundations, business entities, and financial intermediaries. The firm employs a proprietary quantitative stock-rating system alongside fundamental research to manage client portfolios and model portfolios used by other financial institutions.

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.

Elena Sargent is a financial advisor at Factor Wealth Management with a Series 65 credential and industry experience totaling around 13 years. Her prior roles include positions at MGO/OneSeven, Savant Wealth Management, Brownson Rehmus & Foxworth, and Clune & Associates. Factor Wealth Management serves individuals, high-net-worth clients, business entities, charitable organizations, and pension and profit-sharing plans with investment management, financial planning, pension consulting, and third-party adviser selection. The firm employs a long-term, risk-based approach emphasizing global diversification and manages approximately $781 million in client assets.

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.

David Matuszak is a CFP® professional with 12 years of industry experience, currently serving at Strategic Investment Solutions, Inc. and Forum Financial Management, LP. His prior experience includes roles at Jones Lang Lasalle, The Huntington Investment Company, and BMO Harris Financial Advisors. He is also involved in fixed insurance sales. Strategic Investment Solutions is an SEC-registered multi-advisor firm that offers discretionary portfolio management and model-portfolio services to individuals, pension plans, trusts, and estates. The firm employs a hybrid passive investment approach focused on asset allocation and the Efficient Markets framework, utilizing diversified portfolios primarily composed of institutional funds from Dimensional Fund Advisors.

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 with North Star Investment Management Corporation, holding a Series 65 credential and two years of industry experience. Prior to joining North Star, Dana worked at Zuckerman Investment Group, Altair Advisers, LLC, and Mac Management Co. Inc. North Star Investment Management Corporation serves individuals, pension plans, trusts, charitable organizations, and corporations, providing discretionary portfolio management and financial planning. The firm manages approximately $2.5 billion in client assets and offers a range of investment strategies, including the use of its own mutual funds and unified managed-account reporting.

Marc Pershan is a financial advisor at Valley Wealth Managers, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Bank Leumi USA and Valley National Bank. Pershan serves on the advisory committee of Chicago Neighborhood Housing Services, a nonprofit supporting low-income housing. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm provides discretionary investment management and financial planning, using a client-driven process that allocates among equities, fixed income, and cash, with portfolios typically holding individual stocks and bonds alongside mutual funds and ETFs when appropriate.

Maria Kyriakopoulos is a financial advisor at Rothschild Investment LLC with two years of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank. Rothschild Investment serves a range of clients including high-net-worth individuals, families, trustees, corporations, pension and profit-sharing plans, and institutional clients. The firm provides portfolio management, financial planning, and retirement plan consulting, using asset-allocation models tailored to client objectives and a mix of mutual funds, ETFs, and individual securities.

Joel Solomon is a financial advisor with Rothschild Investment LLC in Chicago, IL, holding Series 65 and Series 63 licenses with 35 years of industry experience. He has been with Rothschild Investment Corporation since 1991. Rothschild Investment serves a diverse client base including individuals, families, trustees, corporations, pension and profit-sharing plans, and institutional clients, providing portfolio management, financial planning, retirement plan consulting, and sub-adviser selection. The firm uses asset-allocation models tailored to clients’ objectives and risk tolerance, employing a variety of investment vehicles and quantitative and statistical methods to support portfolio construction.

Christopher Khan is a financial advisor with Blue Line Capital in Chicago, IL, holding a Series 65 designation and one year of industry experience. Prior to joining Blue Line Capital in 2025, he worked at ExxonMobil and Craze Marketing and spent several years as a full-time student. Blue Line Capital is a team-based registered investment adviser with seven advisors managing approximately $131.9 million for about 121 clients. The firm offers discretionary portfolio management and financial planning services, employing a blend of fundamental, technical, and cyclical analysis alongside strategic and tactical asset allocation.

Dominick Vetrano is a CFP®, CFA®, and ChFC® with 35 years of industry experience. He has been with Fountainhead Financial, LLC since 2009. The firm provides investment advisory services, financial planning, and retirement plan consulting to individuals, business entities, and participant-directed retirement plans. Fountainhead Financial manages a significant pool of assets on a primarily non-discretionary basis, offering portfolio management, standalone planning, and hourly consulting engagements focused on mutual funds, ETFs, and individual securities.

Alberto Liz is a financial advisor at The Mosaic Financial Group, LLC in Chicago, IL, holding Series 65 and Series 66 licenses with 10 years of industry experience. His prior experience includes roles at Goldman Sachs & Co. LLC and various financial services firms. The Mosaic Financial Group serves high-net-worth individuals and institutional clients, focusing on asset allocation through customized portfolios that use separately managed accounts, mutual funds, ETFs, and alternative investments. The firm integrates tax and accounting services with investment advisory, managing primarily non-discretionary portfolios.

Michael Wolcott Jr. is a CFA® charterholder with 15 years of experience in the financial industry. He has been with Studio Investment Management since 2011, where he is part of a four-advisor team based in Chicago, IL. Studio Investment Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, partnerships, retirement plans, and certain government entities. The firm manages approximately $903 million in discretionary assets and employs an investment approach focused on fundamental analysis, price sensitivity, and long-term strategies across a variety of securities.

Montaser Takrouri is a financial advisor at Azzad Asset Management, Inc. in Chicago, IL, holding a Series 65 designation with one year of industry experience. His prior work includes roles at PricewaterhouseCoopers LLP and the University of Illinois Chicago. Azzad Asset Management provides investment management and financial planning services to a diverse range of clients, including individuals, retirement plans, charitable institutions, and small businesses. The firm focuses on socially responsible Islamic investing, utilizing proprietary screening tools to exclude companies involved in certain industries, and offers a mix of internally managed portfolios and independent model managers.

John Fitzpatrick is a financial advisor at Oak Family Advisors, LLC in Chicago, holding a Series 65 designation with 14 years of industry experience. He has been with Oak Family Advisors since 2010. Outside of his advisory role, Fitzpatrick serves as chairman of Oak Street Management Co. LLC, a manager of real estate-related investments, and as a non-executive director of AIG. Oak Family Advisors provides personalized investment management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs a fundamental analysis approach complemented by technical tools and a core-and-satellite asset allocation strategy, offering global diversification through a combination of in-house equity and fixed income holdings, passive ETFs, and selected active managers.

William Embree is a financial advisor at Embree Financial Group in Chicago, IL, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CitiGroup Global Markets Inc. for 19 years before joining Embree Financial Group in 2017. Embree Financial Group provides holistic financial planning, discretionary investment management, and retirement plan consulting to individuals and institutions, including high net worth clients and corporations. The firm manages assets using fundamental, technical, and cyclical analysis, investing primarily in no-load mutual funds, ETFs, and individual securities, while offering customized reporting and fee arrangements.

Samuel Gettis is a financial advisor at Solyco Wealth LLC with six years of industry experience. His career includes roles at JP Morgan Chase bank, N.A., J.P. Morgan Securities LLC, and EG Capital Holding. He has also been involved with Boys Hope Girls Hope of NYC. Solyco Wealth serves individuals, high net worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management and financial planning. The firm uses a combination of fundamental and technical analysis and manages portfolios including mutual funds, ETFs, stocks, bonds, options, and alternative investments, with a generally long-term focus.

Christian Francaviglia is a Financial Solutions Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their personal priorities and develop strategies tailored to pursue their financial goals. His approach includes guiding clients on topics such as investing, retirement planning, funding education, and managing unexpected expenses. Christian holds a Bachelor's Degree from the University of Iowa and has earned several professional designations, including Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). He is involved with the organization PAWS Chicago.