Kyle Depasquale is a financial advisor at Rothschild Wealth LLC with 16 years of industry experience. He holds the Series 66 designation and has worked at firms including Goldman Sachs Wealth Services and Ausdal Financial Partners. He is also involved with Sentinus Insurance Services in Oakbrook, IL, where he dedicates time to insurance sales. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, corporate executive groups, trusts, retirement plans, and other institutional clients. The firm’s investment process focuses on asset-allocation models based on client questionnaires and quantitative analysis, implemented through a variety of securities and external sub-advisers.

Benjamin Wozniak is a financial advisor at Chicago Oakbrook Financial Group with 43 years of industry experience. He has held positions at Commonwealth Financial Network, LPL Financial, and Mutual Service Corporation. Wozniak holds Series 63 and Series 65 licenses. Chicago Oakbrook Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm provides customized wealth management, discretionary portfolio management, comprehensive financial planning, and retirement plan consulting using a broad range of investment strategies and securities.

Richard Little is a financial advisor at Serenity Investment Advisors in Chicago, IL, with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Kingsview Asset Management and Edward Jones. He is also an independent insurance agent specializing in life insurance. 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 proprietary model portfolios tailored to client risk profiles.

Jacqueline Sedlak is a financial advisor at Rothschild Investment LLC in Chicago, IL, with 15 years of industry experience. She holds a Series 66 designation and has worked at Rothschild Wealth, LLC, Rothschild Investment, LLC, Hightower Advisors, William Blair, and Wintrust Investments. 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 uses client-specific asset allocation models and incorporates quantitative analysis and third-party tools in its portfolio management and retirement plan consulting services.

Arielle Hannan is a financial advisor at Rebellion Asset Management, LLC in Chicago, IL, holding a Series 66 designation with 10 years of industry experience. She has been with Rebellion Asset Management since 2016. Outside of her advisory role, she serves as an investment education consultant for project management, operations, general office management, and event planning. Rebellion Asset Management is a five-advisor firm providing fee-based investment management and financial planning to families, high-net-worth individuals, trusts, charitable entities, corporations, and other business clients. The firm employs quantitative methods, technical analysis, and options strategies, and also acts as a sub-advisor to independent RIAs and institutional clients.

Christos Kyros is a financial advisor at MPS-LORIA Financial Planners, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with MPS-LORIA since 2006. Outside of advisory services, he has worked as an independent licensed insurance agent specializing in life insurance. MPS-LORIA Financial Planners serves individuals, corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm employs a predominantly discretionary investment approach focused on diversified allocations using no-load mutual funds and ETFs, supported by quantitative screening and research from Fiducient Advisors.

Benjamin Wilson is a financial advisor at Hunter Capital Management with 23 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Hunter Capital Management in 2020, he worked at PWMCO, LLC for 11 years. Hunter Capital Management is an SEC-registered investment adviser that serves high-net-worth individuals, pooled investment vehicles, and institutional clients. The firm manages assets across separate accounts, a mutual fund, and private pooled vehicles, employing a value-oriented equity strategy and utilizing a commodity subadviser within one private fund.

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 CFP® professional based in Chicago, IL, with 10 years of experience in financial advising. He has worked at Factor Wealth Management since 2018 and previously at Merrill for two years. John holds the Series 66 and Series 63 licenses. Factor Wealth Management serves high-net-worth individuals, business entities, charitable organizations, and pension and profit-sharing plans, typically requiring a $1 million account minimum. The firm applies a long-term, risk-based investment approach across multiple asset classes and offers discretionary and non-discretionary management, financial planning, and pension consulting.

Wendell Franklin is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with American Trust Investment Services Inc since 2014. Outside of his advisory work, he is also a part-time DJ in Chicago. Chicago Capital Management Advisors offers discretionary portfolio management and financial planning services to individuals, corporations, trusts, and retirement plans. The firm uses a fundamentals-driven investment process and provides tailored strategies including growth, income, and asset allocation approaches, incorporating derivatives and access to external model managers.

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 Jr. is a financial advisor at Rothschild Wealth LLC with Series 63 and Series 65 credentials and two years of industry experience. He has been involved with Gator Trading Partners since 2003 and holds managing member roles in several investment-related ventures, including Night Crawlers LLC and multiple crypto investing entities. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, corporate executive groups, trusts, retirement plans, and institutional clients. The firm’s investment approach uses asset-allocation models informed by client data and quantitative analysis, implementing strategies through a range of securities and third-party sub-advisers.

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 23 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Clearing Services, UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, corporate executive groups, trusts, retirement plans, and other institutions. The firm’s investment approach centers on asset-allocation models supported by quantitative analysis and client input, implementing portfolios through various securities and sub-advisers.

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 an advisor with Grey Fox Wealth Advisors, LLC and holds Series 65 and Series 63 licenses. He has nine years of experience consulting and serving on the board for Flexpoint Ford, LLC, where he provides operational and strategic services related to certain portfolio companies. Lauzen does not have prior industry experience in financial advising. Grey Fox Wealth Advisors is a Delaware-registered firm serving individuals, high-net-worth clients, small businesses, and retirement plans. The ten-advisor team manages about $699 million in assets and offers discretionary investment management and comprehensive financial planning, using customized portfolios with low-cost mutual funds, ETFs, and occasionally 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 in Chicago, IL, with four years of industry experience. He holds Series 65 and Series 63 registrations. His background includes roles at Fidelity Investments and several other firms spanning insurance, consulting, and retail sectors. Factor Wealth Management serves individuals, business entities, charitable organizations, and pension plans, typically working with clients who meet a $1,000,000 account minimum. The firm emphasizes a long-term, risk-based investment approach and offers discretionary and non-discretionary management, financial planning, and pension consulting services.