Scott Stuth is a financial advisor at Vestor Capital, LLC with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Vestor Capital since 2020. His prior experience includes roles at Ausdal Financial Partners, Inc. and Oak Asset Management. Vestor Capital is a multi-team investment and wealth management adviser 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 fixed income, mutual fund, ETF, and alternative strategies.

John Burns is a Certified Financial Planner® with 10 years of industry experience. He has been with Factor Wealth Management Ltd. since 2018 and previously worked at Merrill from 2016 to 2018. He holds Series 66 and Series 63 licenses. Factor Wealth Management Ltd. serves high-net-worth individuals, business entities, charitable organizations, and pension plans, offering investment management and financial planning services. The firm employs a long-term, risk-based approach focusing on global diversification and cost management, managing approximately $781 million in client assets.

Katie Reichart is a CFA® charterholder affiliated with Doyenne Wealth Advisors in Chicago, IL. She has one year of industry experience and was previously employed at Morningstar, Inc. for ten years. Doyenne Wealth Advisors offers personalized, 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 using marketable investments, third-party managed accounts, and selective private investment vehicles, typically on a non-discretionary basis.

John Newhouse is a financial advisor at Rothschild Wealth LLC with one year of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he has been involved in various investment-related ventures since 2003, including managing roles in firms focused on trading, cryptocurrency investing, and venture investing. Rothschild Wealth serves individuals, high-net-worth clients, corporate executive groups, retirement plans, trusts, foundations, and other institutional clients. The firm offers portfolio management, financial planning, and retirement and investment consulting, employing both quantitative and qualitative analysis to build and monitor client portfolios.

Francis Gutrich is a financial advisor at Apollon Financial, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial, Highpoint Advisor Group, and J.P. Morgan Securities. Gutrich also provides investment advisory services through Apollon Financial, an independent registered investment advisory firm. Apollon Financial serves individuals, high-net-worth clients, families, family offices, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team of 16 advisors and offers financial planning, portfolio management, retirement-plan advisory, and access to private and alternative investments using a blend of centrally managed models and advisor-led portfolios.

James Stork is a CFP® and CFA® with 25 years of experience in financial advising. He has been with Pinnacle Financial Group LLC since 2000, currently serving as part of a four-advisor team. Outside of his advisory role, Mr. Stork is a managing member and co-owner of STU Partners, LLC, a holding company for the building Pinnacle leases as its principal place of business, and also manages Tower Management, LLC. Pinnacle Financial Group LLC is an SEC-registered, fee-only investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm combines modern portfolio theory with factor investing, quantitative optimization, and third-party research, offering personalized financial planning and investment management through a consultative, modular approach.

Bret Petersen is a financial advisor at Rothschild Wealth LLC with 22 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services Inc. and Wells Fargo Clearing Services, LLC. Rothschild Wealth serves individuals, high-net-worth clients, corporate executive groups, retirement plans, trusts, foundations, and other institutional clients by providing portfolio management, financial planning, and retirement and investment consulting. The firm uses a comprehensive approach that incorporates asset allocation models considering tax, estate, cash-flow, and risk factors, utilizing a range of securities and third-party managers with ongoing monitoring and reporting.

Jeffrey Kautz is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Hunter Capital Management. His prior experience includes nine years at Ballast Equity Management. Hunter Capital Management is an SEC-registered investment adviser with approximately $1.09 billion in assets under advisement and a seven-advisor team. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and investment companies through discretionary portfolio management, sponsored pooled vehicles, private funds, and a registered mutual fund.

Michael Williams is a financial advisor with Truvestments Capital LLC in Chicago, IL, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has worked at Truvestments since 2017 and previously at Insight Folios and Genesis Asset Management. Outside of his advisory role, Mr. Williams serves as a Managing Member of Advisor Revolution LLC, providing consulting services related to demography. Truvestments Capital LLC serves a diverse client base including individuals, high-net-worth clients, trusts, estates, private funds, charitable organizations, and businesses. The firm offers asset management, financial planning, consulting, and sub-advisory services, and manages a private investment vehicle focused on long-term Bitcoin holdings, employing a combination of fundamental, technical, charting, and cyclical analysis in its investment process.

Elliot Lauzen is a financial advisor at Grey Fox Wealth Advisors, LLC in Hinsdale, IL. He holds Series 65 and Series 63 licenses and has no prior industry experience as a financial advisor. Lauzen has worked at Flexpoint Ford, LLC since 2017 and Altaris Capital Partners, LLC from 2013 to 2016. In addition to his role at Grey Fox, he provides consulting and board member services related to Flexpoint Ford's investments in healthcare-focused companies. Grey Fox Wealth Advisors is a Delaware-registered advisory firm serving individuals, high-net-worth clients, small businesses, and retirement plans. The firm manages approximately $699 million in assets through customized portfolios that utilize low-cost mutual funds and ETFs, blending academic, fundamental, and technical analysis, with the ability to incorporate individual securities and alternatives.

Derek Fraley is a financial advisor at LCM Capital Management Inc. with 15 years of industry experience. He holds the Series 65 designation and is based in Chicago, IL. LCM Capital Management provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s investment process focuses on fundamental issuer analysis, long-term equity holdings primarily from the S&P 500 and EAFE universes, and periodic rebalancing, managing approximately $365 million in client assets through a team of nine advisors.

Ryan Robertson is a financial advisor at Factor Wealth Management with four years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at Fidelity Investments and various other firms. Outside of his advisory role, he has experience in diverse sectors including water sports and retail. Factor Wealth Management serves individuals, high-net-worth clients, business entities, charitable organizations, and pension plans, offering investment management, financial planning, and pension consulting. The firm employs a long-term, systematic investment approach focused on global diversification and managing trading costs and investor behavior.

James Cochran is a CFP® professional with 20 years of industry experience. He is currently with Greenstone Belt Wealth Advisors, LLC and has held positions at LPL Financial LLC, IHT Wealth Management, LLC, and Independent Financial Partners. He holds Series 63 and Series 66 licenses and is also involved in a marketing and insurance business. Greenstone Belt Wealth Advisors, LLC is a small supported advisory firm serving individuals, families, high-net-worth clients, estates, trusts, and retirement plans. The firm provides comprehensive financial planning and portfolio management with an investment approach based on modern portfolio theory, focusing on diversification, tax awareness, and fee minimization.

Jared Rus is a financial advisor at Goldstone Financial Group, LLC with two years of industry experience. He holds a Series 65 designation and previously worked in education and hospitality before joining Goldstone. Jared is also a fixed annuity and insurance agent. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing over $1 billion across individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers, implementing strategies that include mutual funds, ETFs, fixed income, and alternative investments.

Curtis Ellergodt is a financial advisor with Rothschild Wealth LLC in Oakbrook, IL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Rothschild Wealth LLC since 2015 and has held various roles within affiliated Rothschild entities, including CFO and CCO positions. Rothschild Wealth LLC serves individuals, high-net-worth clients, corporate executive groups, trusts, pensions, and other institutional and tax-exempt entities. The firm offers financial planning, portfolio management, retirement plan consulting, and integrates tax and estate planning with third-party sub-advisers, using quantitative methods and asset-allocation models tailored to client needs.

Jacob Beck is a financial advisor at Doyenne Wealth Advisors with two years of industry experience. He holds a Series 65 designation and has prior work experience at Klarna, Upstart, GM Financial, and Northwestern Mutual. 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 basis and focuses on long-term, diversified asset allocation with a tailored, multi-meeting review process.

Joshua Payne is a financial advisor at Harvest Investment Services, LLC with one year of industry experience. He holds a Series 65 designation and has worked at both Harvest Investment Services and Envoy Advisory Inc. since 2024. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs active tactical strategies combined with fundamental, technical, and quantitative analyses, and serves as an ERISA investment manager when engaged.

Juan Avila is a financial advisor at Centric Wealth Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Toroso Investments, LLC since 2012. Outside of his advisory role, Mr. Avila serves as a trustee for several organizations, including the Illinois Children's Healthcare Foundation and National Louis University, and is the founder of FARO Associates, LLC dba SHENIX®, a financial literacy company focused on the Latina/x community. Centric Wealth Management is a team-based advisory firm serving individuals, trusts, estates, and business entities with discretionary investment management and financial planning. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis to create customized portfolios aligned with clients’ goals and risk tolerances.

Kevin Loffredi is a CFP® professional with 29 years of industry experience. He is currently an investment adviser representative at Harvest Investment Services, LLC, where he has worked since 2017. Prior to this, he spent 11 years at ProEquities, Inc. In addition to his advisory role, he serves as a vice president at Morningstar, Inc., maintaining an online education tool for the broker/dealer community. Harvest Investment Services, LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and institutions. The firm employs an actively managed tactical strategy using various analytical approaches and offers specialized services such as ERISA 3(38) investment management and held-away 401k account management.

Owen Hardy is a financial advisor at Blue Line Capital with a Series 65 designation and two years of industry experience. Prior to joining Blue Line Capital in 2026, he worked at Stenger Family Office for three years and has held roles in various organizations including COhatch, Taylor University, Village Links of Glen Ellyn, and Wheaton Academy. Blue Line Capital is a team-based registered investment adviser managing approximately $132 million for about 121 clients. The firm offers discretionary portfolio management and financial planning services that integrate fundamental, technical, and cyclical analysis with both growth and value-oriented strategies, including options and futures where appropriate.