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.

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.

Jon Knotts is a financial advisor at Expressive Wealth LLC in Chicago, with two years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at Zacks Investment Research and Benzinga.com. He is also the owner of Fiscal Investor, a financial literacy website. Expressive Wealth LLC serves individuals, high-net-worth clients, trusts, estates, and retirement plans by offering discretionary asset management, ERISA 3(38) plan services, and modular financial planning. The firm employs fundamental, technical, and cyclical analysis to tailor investments to clients’ goals and risk tolerances and maintains active oversight of sub-advisors and portfolio risk.

Phillip Johnson is a financial advisor with Rothschild Wealth LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Rothschild Wealth LLC since 2018 and also holds leadership roles within affiliated entities. Rothschild Wealth LLC serves individuals, high-net-worth clients, corporate executive groups, trusts, pension and profit-sharing plans, and other institutional and tax-exempt entities. The firm utilizes asset-allocation models and various quantitative tools to manage portfolios across multiple investment vehicles, offering services that include financial planning, retirement consulting, and coordination of tax and estate planning.

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 at Embree Financial Group with Series 63 and Series 65 licenses and nine years of industry experience. He previously worked at McAdam LLC for seven years and briefly at Purshe Kaplan Sterling Investments. Embree Financial Group offers holistic financial planning, discretionary investment management, and retirement plan consulting for individuals, families, trusts, and institutional clients. The firm notably manages over $1.22 billion as a 3(38) fiduciary and integrates private wealth management with institutional fiduciary responsibilities.

Janice Hennessy is a CFP® with 11 years of industry experience, currently serving as a financial advisor at ShankerValleau Wealth Advisors, Inc. since 2014. She also dedicates part of her time to accounting work at ShankerValleau Accountants, Inc., assisting with tax preparation. ShankerValleau Wealth Advisors is a six-advisor team managing approximately $550 million for a diverse client base, including individuals, pension plans, and corporations. The firm emphasizes diversified, low-cost, research-driven portfolio management, primarily implemented through a wrap-fee program and ongoing financial planning.

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.

Chad Whiteley is a CFA® charterholder with three years of industry experience. He is currently with Sierra Summit Advisors LLC, where he has worked since 2023. Prior to that, he was with Innovis Asset Management LLC for two years and Premier Asset Management LLC for nine years. Sierra Summit Advisors primarily serves high-net-worth individuals and institutional clients, offering discretionary portfolio management, financial planning, and consulting services. The firm uses a combination of fundamental, quantitative, and technical analysis across various equity and fixed-income strategies and manages over $600 million for approximately 115 clients.

Valerie Larson is a financial advisor at Romano Brothers and Company with 10 years of industry experience. She holds a Series 66 designation. Romano Brothers and Company serves individuals—including high-net-worth clients—employee benefit plans, non-profits, trusts, estates, and corporate entities. The firm offers discretionary portfolio management, financial planning, and brokerage services, employing a generally conservative, long-term, fundamentals-based investment approach with both active and passive strategies.

Julia Khazan is a CFP® professional with four years of industry experience, currently serving at MEDIQUS Asset Advisors, Inc., where she has been with the firm since 2007. She is based in Chicago, IL, and is part of a five-advisor team. MEDIQUS Asset Advisors serves individuals, including many physicians and medical groups, as well as retirement plans and not-for-profit medical organizations. The firm provides investment advisory, financial planning, and educational services, using a long-term asset allocation strategy managed via the Betterment for Advisors platform.

Michael Adler is a CFP® with 14 years of industry experience, currently serving at Rothschild Wealth LLC and Rothschild Investment, LLC since 2025. He previously worked at Goldman Sachs & Co. LLC from 2021 to 2025 and The AYCO Company, L.P./Mercer Allied from 2010 to 2021. Mr. Adler is also a licensed insurance agent and registered representative, providing securities brokerage and insurance services on a commission basis. Rothschild Wealth serves individuals, high-net-worth clients, corporate executive groups, retirement plans, trusts, foundations, and other institutional clients, offering portfolio management, financial planning, and retirement and investment consulting. The firm employs a client-focused approach to asset allocation, utilizing quantitative and qualitative analysis along with ongoing portfolio monitoring.

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.