Michael Moffat is a financial advisor at West Wealth Group, LLC with a Series 65 designation and one year of industry experience. He has also been affiliated with National Agents Alliance since 2018. West Wealth Group provides investment advisory, asset management, and financial planning services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm manages approximately $616.7 million in discretionary assets and employs a networked operating model that coordinates advisory services through affiliated practices while offering portfolio management using a blend of fundamental, technical, and cyclical analysis.

Stephen Konsler is a financial advisor at Vestor Capital, LLC in Chicago, IL, with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill Lynch. Outside of his advisory role, he serves as an associate board member for the Daniel Murphy Scholarship Foundation, a charitable organization focused on volunteer and fundraising activities. 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 employs a centralized investment committee to manage concentrated, low-turnover equity portfolios alongside fixed income and alternative strategies, overseeing approximately $2.08 billion in discretionary assets through a team of 21 advisors.

Michael Leigh is a financial advisor at Wellment Financial with a Series 65 designation and one year of experience in advisory roles. He has over two decades of experience as a CPA through his own tax preparation business and has worked previously at firms including Jesser Ravid Jason Basso & Farber, LLC and Gilson, Labus & Silverman, LLC. Outside of advisory services, he continues to provide tax preparation on a part-time basis. Wellment Financial serves individuals, high-net-worth clients, and institutional sponsors by offering investment management, financial planning, and retirement-plan advisory services. The firm utilizes vetted model portfolios and a sub-advisor platform emphasizing tax-aware retirement planning, managing approximately $237 million in discretionary assets.

Sara Hostalet is a financial advisor at Zimmerman Wealth Management, LLC with five years of industry experience. She holds the CFP®, CFA®, and Series 65 designations. Prior to joining Zimmerman Wealth Management in 2021, she worked at Ariel Investments, LLC and Faipointe Capital LLC. Zimmerman Wealth Management is an SEC-registered advisory firm serving 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, managing client accounts on a discretionary basis with ongoing monitoring and regular reporting.

Mark Kerman is a financial advisor at RCM Wealth Advisors in Chicago, IL, with eight years of industry experience. He holds a Series 66 designation and has previously worked at Harvest Investment Services, LLC, and ProEquities, Inc. In addition to his advisory role, Kerman is a partner and CPA at Siepert & Co. LLP, an accounting firm where he provides accounting, consulting, and tax planning services. RCM Wealth Advisors is a multi-advisor SEC-registered firm managing approximately $324 million for around 530 clients, serving individuals, pension and profit-sharing plans, and corporate clients. The firm employs a combination of fundamental and cyclical analysis supported by an internal Investment Policy Committee, offering tailored portfolios and a variety of strategies including ETF-driven allocations and options-based programs.

Brewster Lindblad is a financial advisor at The Mosaic Financial Group, LLC in Chicago, IL, holding a Series 65 designation with 12 years of industry experience. He has been with The Mosaic Financial Group since 2011. The Mosaic Financial Group serves high-net-worth individuals, trusts, estates, charitable organizations, and various institutional clients, managing approximately $898 million in assets. The firm integrates investment advisory with estate and financial planning, tax preparation, and bookkeeping, emphasizing asset allocation and offering both discretionary and non-discretionary portfolio management.

Ryan Robinson is an advisor at XXI Wealth, LLC in Chicago, IL. He has no prior industry experience but has worked in roles at the University of Southern California, Arizona State University Foundation, and University of Michigan from 2016 to the present. XXI Wealth serves individual and high-net-worth clients with comprehensive financial planning, consulting, and wealth management services. The firm constructs customized portfolios using equities, fixed income, index funds, ETFs, direct indexing, and alternative investments, and it employs active oversight of third-party money managers.

Steven Resnik is a financial advisor at Burling Wealth Partners in Chicago, IL, holding a Series 65 designation with two years of industry experience. He previously worked at Edgewater Services, LLC and Fifth Street Asset Management, and held a role at Northwestern University. Burling Wealth Partners provides investment management and comprehensive financial planning to individuals, including high net worth clients, as well as entities such as family offices, trusts, and charitable organizations. The firm’s investment approach integrates fundamental and technical research to develop long-term portfolios primarily composed of equities, fixed income, mutual funds, and ETFs, with selective use of alternatives and external managers.

Steven Fletcher is a financial advisor at 1834 Investment Advisors Co. in Chicago, IL, holding a Series 65 designation and two years of industry experience. He has worked at several firms, including Old National Bank and Raymond James Financial Services. Fletcher serves as a Retirement Plan Services Advisor for both 1834 Investment Advisors and Old National Bank, which are both owned by 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 asset allocation and customized portfolio strategies across multiple asset classes, with a primary focus on discretionary management, and operates as a wholly owned subsidiary of Old National Bancorp.

Christopher Chiu is a financial advisor at RCM Wealth Advisors in Chicago, IL, holding a Series 65 designation with 13 years of industry experience. He has been with RCM Wealth Advisors since 2013 and is also associated with Ralloc Capital LLC since 2011. RCM Wealth Advisors is a multi-advisor SEC-registered firm managing approximately $324 million for around 530 clients, including individuals, pension and profit-sharing plans, and corporate clients. The firm employs a combination of fundamental and cyclical analysis supported by a weekly Investment Policy Committee, offering customized portfolio management with both discretionary and non-discretionary account options and a variety of strategies including ETF-driven allocations and options-based hedging programs.

Nano Younger is a CFP® with 24 years of industry experience and has been with Arthur M. Cohen & Associates LLC since 1999. He holds a CPA designation and provides tax preparation services outside of his advisory work. Arthur M. Cohen & Associates, LLC offers investment advisory and financial planning services to a range of clients including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm customizes strategies based on client time horizons and risk tolerance and manages over $1.1 billion in discretionary assets, with a focus on fundamental analysis and ongoing manager due diligence.

Michael Cohen is a financial advisor with Cohen Capital in Chicago, holding Series 63 and Series 65 licenses and with 54 years of industry experience. He previously worked at Raymond James & Associates for 12 years before joining Cohen Capital. Outside of his advisory role, Cohen is a managing partner at Oak Grove Partners, a business venture unrelated to investment advising. Cohen Capital is an SEC-registered investment adviser providing discretionary investment management, wealth management, and financial planning services to individuals, trusts, businesses, and institutional accounts. The firm primarily constructs portfolios using low-cost, diversified mutual funds and ETFs, employing both fundamental and technical analysis with a long-term investment approach.

William Brennan is a financial advisor at LCM Capital Management Inc. in Chicago, IL, holding a Series 65 designation with nine years of industry experience. He has been with LCM Capital Management since 2015. LCM Capital Management provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a fundamental issuer analysis approach focused on long-term equity holdings and manages approximately $365 million in client assets through a team of nine advisors.

Timothy Mcgrath is a financial advisor at Riverpoint Wealth Management in Chicago, IL, with 36 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at LPL Financial from 2007 to 2020. Since 2013, he has been with Riverpoint Wealth Management Holdings, LLC. Riverpoint Wealth Management serves individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable and corporate entities, offering discretionary asset management, financial planning, and 401(k) consulting. The firm focuses on customized portfolio construction using quantitative optimization and an investment committee, managing approximately $748 million in discretionary assets with a small team.

Andrew Hooley is a CFP® and CFA® with 11 years of industry experience. He is currently an advisor at Mowery & Schoenfeld Wealth Management, LLC and has held previous roles at Badgley Phelps, Apella Wealth, Vestory LLC, and Charles Schwab. Mowery & Schoenfeld Wealth Management provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and plan sponsors. The firm’s investment advice is tailored to each client’s goals and risk tolerance and includes model portfolios, institutional mutual fund share classes, ETFs, fixed income, and pooled vehicles.

Robert Bretl is a financial advisor with Wellment Financial in Elmhurst, IL, holding a Series 65 credential and 12 years of industry experience. He has worked at FSR Wealth Management, Ltd. since 2017 and has been involved with FSR Certified Public Accountants, Ltd. since 2004, where he assists with tax return preparation. Wellment Financial provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and institutional sponsors. The firm utilizes vetted model portfolios and a sub-advisor platform focused on tax-aware retirement planning, managing approximately $237 million in discretionary assets.

Ryan June is a financial advisor at Coyle with a Series 65 designation and three years of industry experience. He has been with Coyle Financial Counsel, LLC since 2016. Coyle serves individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities, providing discretionary and non-discretionary asset management along with financial assessment, wealth advisory, project-based planning, and family legacy services. The firm combines tactical and strategic asset allocation with individualized portfolio construction, using sub-managers and third-party software for security-level analysis, and supplements traditional advisory work with subscription-based educational content and family coordination services.

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.

Steven Milstein is a financial advisor at Mack Investment Securities, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with Mack Investment Securities since 1995. Outside of his advisory role, he serves as president of The Milstein Co., a business involved in the sale of egg products and life and health insurance. Mack Investment Securities advises individuals, pension and profit-sharing plans, corporations, and other custodial accounts through discretionary and non-discretionary portfolio management, model strategy management, financial planning, and pension consulting. The firm uses a manager-of-managers approach combined with firm-run model strategies that include tactical shifts and use of ETFs, integrating advisory, broker-dealer, and insurance activities within its services.

James Petitpren is a financial advisor at Greenstone Belt Wealth Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked previously at ORBA Wealth Advisors, LPL Financial, IHT Wealth Management, and BMO Private Bank. Greenstone Belt Wealth Advisors, LLC is a small supported firm serving individuals, families, estates, trusts, and retirement plans. The firm’s investment approach focuses on modern portfolio theory, diversification, tax-aware decisions, and fee minimization, with portfolios tailored to clients’ goals and risk tolerance.