Samantha Davidson is a CFP® with nine years of industry experience, currently serving as a financial advisor at Embree Financial Group since 2014. She holds a Series 65 license and is based in Chicago, IL. Embree Financial Group provides holistic financial planning, discretionary investment management, and retirement plan consulting to individuals and institutions, including high net worth clients and corporate retirement plans. The firm employs a fiduciary approach with a combination of fundamental, technical, and cyclical analysis, investing primarily in no-load mutual funds, ETFs, and individual securities.

Noah Shidlofsky is a financial advisor at Riverpoint Wealth Management in Chicago, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Northwestern Mutual, as well as entrepreneurial experience with Cups & Cones. Riverpoint Wealth Management serves a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans, offering customized portfolio construction and ongoing monitoring through quantitative analysis and an investment committee. The firm manages approximately $748 million in discretionary assets with a small team, sponsoring its own wrap fee program and providing operational support such as performance reporting and quarterly rebalancing.

Chelsea Heintschel is a Certified Financial Planner® with 11 years of experience, currently serving with MPM Wealth Advisors in Chicago, IL. She has been with MPM Wealth Advisors since 2015. MPM Wealth Advisors provides investment advisory and financial planning services to individuals, pension and employee benefit plans, trusts, and other entities. The firm emphasizes diversified portfolios primarily made up of low-expense mutual funds and ETFs, using client suitability and risk profiles to guide portfolio construction and rebalancing.

Randy Addie is a financial advisor with 25 years of industry experience, currently with 1834 Investment Advisors Co. He holds Series 65 and Series 63 licenses. His prior roles include positions at Old National Bank, LPL Financial LLC, Sentry Insurance, and Ameriprise Advisor Services. Randy also serves as Vice President at Old National Bank, a subsidiary of Old National Bancorp. 1834 Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes customized portfolio strategies and asset allocation within a framework guided by written Investment Policy Statements.

Kaitlin Horsch is a CFP® and holds a Series 66 license with eight years of industry experience. She has worked at Ellevest since 2022 and previously spent five years at UBS and four years at KPMG. Kaitlin is based in Chicago, IL, and is part of a 12-advisor team at Ellevest. Ellevest provides discretionary investment management and financial planning services primarily focused on helping women plan and invest. The firm offers tailored portfolios emphasizing strategic asset allocation and diversification, along with tax-minimization techniques and values-aligned investment options.

Marshall Garrett is a CFP® with five years of industry experience, currently serving as an advisor at Zimmerman Wealth Management, LLC since 2013. He holds a Series 65 license and operates out of Evanston, IL. Zimmerman Wealth Management is an SEC-registered advisory firm offering discretionary investment management, comprehensive financial planning, and pension consulting to individuals, trusts, employee benefit plans, charitable organizations, and privately held entities. The firm employs a conservative, long-term asset allocation strategy using mutual funds, ETFs, and closed-end funds, with a focus on continuous portfolio supervision and written financial plans.

Christian Geringer is a CFP® with 22 years of industry experience, currently serving at Rothschild Investment LLC since 2003. He holds a Series 63 designation and is based in Chicago, IL. Outside of his advisory work, Geringer serves as a paid-on-call firefighter for the Village of Western Springs, responding to emergencies in the local community. Rothschild Investment LLC provides investment advisory and financial planning services to individuals, trusts, corporations, pension and profit-sharing plans, and other institutional clients. The firm employs client-specific asset allocation models and quantitative analysis, offering both discretionary and non-discretionary portfolio management as well as retirement plan consulting.

Steven Urban is a CFP® and Series 65 designated advisor with 29 years of industry experience. He is a principal at Urban Financial Advisory Corporation in Evanston, IL, where he has worked since 1990. Urban Financial Advisory Corporation serves mid- to high-net-worth individuals and related entities, offering comprehensive financial planning and portfolio management. The firm integrates accounting and legal services alongside its advisory work, and specializes in advising clients with complex employer-sponsored retirement and compensation plans.

Ryan Todd is a financial advisor at Lake Street with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Lake Street since 2020. Prior to that, he was with Merrill from 2015 to 2020 and has been associated with Bank of America since 2015. Lake Street serves individual and high-net-worth clients, business entities, retirement plans, trusts, estates, charitable organizations, private foundations, and insurance companies. The firm employs a multifaceted investment approach that includes fundamental, technical, and cyclical analyses, alongside asset-class allocation and tax considerations, and offers access to affiliated private funds for qualified investors.

Samuel Hord is a financial advisor at Rothschild Investment LLC with 12 years of industry experience. He holds a Series 66 designation and has been with Rothschild Investment LLC since 2014. Outside of his advisory role, he is also involved with The Flats at ISU and Illinois State University. Rothschild Investment LLC provides investment advisory and financial planning services to individuals, trusts, corporations, pension plans, and other institutional clients. The firm employs client-specific asset allocation models that incorporate tax, estate, cash-flow, and risk tolerance factors, and it offers a range of portfolio management and retirement consulting services.

Whitney Ribbens is a CFP® professional with nine years of industry experience, currently serving at Chicago Wealth Management, Inc. since 2010. She is part of a four-advisor team based in Chicago, IL. Chicago Wealth Management, Inc. manages approximately $307 million for individuals, non-profits, and institutional clients, offering discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs a tactical investment approach aimed at maximizing long-term returns while limiting large portfolio losses, utilizing a diversified mix of asset classes and proprietary signals for periodic rebalancing.

Tyler Bolla is a CFP® professional with 10 years of industry experience. He is currently with Hilltop Wealth & Tax Solutions and has previously worked at Charles Schwab, Bank of America, and Merrill. Hilltop Wealth & Tax Solutions serves individual and institutional clients with integrated financial planning, tax planning, and discretionary portfolio management that incorporates tax and estate considerations. The firm offers customized investment strategies and combines advisory services with affiliated tax and bookkeeping capabilities.

Jason Paplaski is a financial advisor at Serenity Investment Advisors in Chicago, IL, with 16 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at LPL Financial, Charles Schwab, and Optionsxpress Inc. Serenity Wealth Management provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a tactical allocation approach supported by fundamental analysis and uses proprietary model portfolios tailored to client risk profiles.

Brian Baker Jr. is a CFP® with 13 years of experience at Vestor Capital, LLC, where he has worked since 2013. He also served at Vestor Capital Securities, LLC from 2013 to 2020. Outside of his advisory role, he is a managing member of two real estate investment businesses based in Chicago. Vestor Capital provides investment and wealth management, portfolio management, and financial planning services to individuals, nonprofit organizations, foundations, and qualified retirement plans. The firm employs a centralized Investment Committee approach with diversified strategies across various asset classes and maintains relationships with third-party firms to offer co-advisory and sub-advised services.

Frank Schulz is a financial advisor at RCM Wealth Advisors in Chicago, IL, with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has been with RCM Wealth Advisors since 2015. RCM Wealth Advisors is a multi-advisor SEC-registered firm managing approximately $324 million for around 530 clients, offering portfolio management and financial planning services to individuals, pension and profit-sharing plans, and corporate clients. The firm’s investment approach combines fundamental and cyclical analysis, supported by a weekly Investment Policy Committee, and includes a variety of strategies such as ETF-driven allocations and options-based programs with hedging overlays.

Paul Merrick is a CFA® charterholder with 20 years of industry experience. He has been with Riverpoint Wealth Management since 2013 and previously worked at LPL Financial LLC. Merrick holds a Series 66 license and is based in Chicago, IL. Riverpoint Wealth Management serves individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable and corporate entities. The firm offers discretionary asset management, financial planning, and consulting services, emphasizing customized portfolio construction, quantitative analysis, and ongoing monitoring through an investment committee.

Matthew Stadler is a financial advisor at Embree Financial Group with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at LPL Financial Corporation since 2009. Stadler is also associated with Moody Investment Advisors and Waterstone Financial Group, both since 2003. Embree Financial Group provides holistic financial planning, discretionary investment management, and retirement plan consulting to individuals and institutions. The firm serves high net worth individuals, families, pension and profit-sharing plans, trusts, and corporations, employing a fiduciary approach with fundamental, technical, and cyclical analysis supported by advanced performance metrics.

Benjamin Altman is a financial advisor at Altman Advisors in Chicago, IL, holding a Series 66 designation with 22 years of industry experience. He has been with Altman Advisors since 2016 and also maintains a role at Purshe Kaplan Sterling Investments. Altman Advisors provides discretionary portfolio management and investment consulting services to individuals, trusts, retirement plans, and business clients. The firm emphasizes fundamental analysis, strategic asset allocation, and utilizes quarterly monitoring with both long- and short-term strategies, including the use of derivatives and alternative investment products.

Daniel Fitzgerald is a CFP® with 13 years of industry experience, currently serving as an advisor at Pinnacle Financial Group LLC. He is a managing member of ALBATROSS41, LLC, which owns 50% of Pinnacle Financial Group. Pinnacle Financial Group LLC is a fee-only, SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm combines modern portfolio theory with factor investing and quantitative optimization, offering personalized financial planning and investment management through a small team of four advisors.

John Harris is a CFP® and holds a Series 66 license with six years of industry experience. He is currently an advisor at Zimmerman Wealth Management, LLC, where he has worked since 2025. Prior to joining Zimmerman, he held positions at Pathstone and Valic Financial Advisors, and has experience in both academic and corporate settings. Zimmerman Wealth Management is an SEC-registered advisory firm that provides discretionary investment management, comprehensive financial planning, and pension consulting to a diverse client base including individuals, trusts, employee benefit plans, charitable organizations, and privately held entities. The firm employs a conservative, long-term asset allocation approach using a mix of mutual funds, ETFs, and closed-end funds, with accounts typically managed on a discretionary basis and supported by ongoing monitoring and written reporting.