Christian Francaviglia is a Financial Solutions Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their personal priorities and develop strategies tailored to pursue their financial goals. His approach includes guiding clients on topics such as investing, retirement planning, funding education, and managing unexpected expenses. Christian holds a Bachelor's Degree from the University of Iowa and has earned several professional designations, including Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). He is involved with the organization PAWS Chicago.

Scott Munkvold is a CFP® professional with 22 years of experience in financial advising. He has been with Financial Solutions Advisory Group since 2003. Financial Solutions Advisory Group serves high-net-worth individuals, corporations, pension and profit-sharing plans, and trusts by providing portfolio management, financial planning, and retirement plan consulting and education. The firm uses a comprehensive data-gathering process to establish client-specific investment policies and employs a combination of fundamental, technical, quantitative, and qualitative analysis in its investment approach.

Keith Schwefel is a financial advisor with Geneva Partners, LLC in Chicago, IL. He holds a Series 65 designation and has eight years of industry experience. Prior to joining Geneva Partners in 2017, he worked at the Washington DC Chamber of Commerce and Illini Media. Geneva Partners manages approximately $423.6 million for about 550 clients, providing discretionary investment supervisory services and individual portfolio management to individuals, charitable organizations, and retirement plans. The firm customizes investment policies through client interviews and employs both fundamental and technical analysis for long- and short-term strategies.

Stephen Baby is a financial advisor with Rothschild Investment LLC in Chicago, IL, holding Series 63 and Series 65 designations and nine years of industry experience. His work history includes roles at Rothschild Investment Corporation since 2022, JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2018 to 2022, and Ronin Capital LLC from 2016 to 2018. Rothschild Investment LLC provides investment advisory and financial planning services to individuals, trusts, corporations, pension and profit-sharing plans, and other institutional retirement plans. The firm uses client-specific asset allocation models and quantitative analysis, and offers services including portfolio management, retirement plan consulting, and management of pooled vehicles and an affiliated private fund.

Lauren Connelly is a CFP®-credentialed financial advisor at Vestor Capital, LLC with 12 years of industry experience. She previously worked at Bank of America, N.A. and Merrill before joining Vestor Capital. Connelly serves as a board member of the Lichen Sclerosus Support Network and is also part of the Ambassadors Council for the YWCA Metropolitan Chicago. Vestor Capital provides investment and wealth management, portfolio management, and financial planning services to individuals, not-for-profit organizations, foundations, and qualified retirement plans. The firm employs a centralized investment committee that utilizes fundamental research and diversified strategies across multiple asset classes.

Sara Barry is a financial advisor at Vestor Capital, LLC in Chicago, IL, with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Vestor Capital and its affiliated entities since 2013. 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, offering a variety of equity and fixed income strategies supported by an internal Investment Committee that centralizes decision-making.

Joseph Sindelar is a financial advisor at Rothschild Investment LLC with 22 years of industry experience. He holds a Series 65 designation and has worked at Rothschild Investment Corporation since 2020. Prior to that, he was employed at Lasalle Street Capital Management, LLC, and Chicago Asset Management Company in various capacities totaling over a decade of experience. Rothschild Investment LLC provides investment advisory and financial planning services to individuals, trusts, corporations, pension and profit-sharing plans, and other institutional retirement plans. The firm utilizes client-specific asset allocation models and a range of analytical tools, offering both discretionary and non-discretionary portfolio management along with retirement plan consulting and oversight of third-party sub-advisers.

Eric Papenhagen is a CFP® professional with over 16 years of industry experience. He has been with North Star Investment Management Corporation since 2020 and previously worked at Vision Investment Services, Inc. and MB Financial. Papenhagen is based in Chicago, IL, and holds a Series 63 license. North Star Investment Management Corporation serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering discretionary portfolio management, financial planning, and family office services. The firm manages approximately $2.5 billion in client assets and emphasizes the use of its own mutual funds within client portfolios.

Ellis Rutili is a financial advisor at Centric Wealth Management, LLC in Chicago, IL, holding Series 65 and Series 66 licenses with two years of industry experience. Prior to joining Centric Wealth Management in 2024, he worked at TEGUS for six years and spent one year with Merrill Lynch. He also has a background in academia from Lake Forest College. Centric Wealth Management is an SEC-registered advisory firm that provides discretionary investment management, financial planning, and retirement-plan participant account management to individual clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis, along with proprietary model strategies and third-party software, to construct individualized asset allocations.

Jennifer Clifford is a CFP® professional with 10 years of industry experience, currently serving at Embree Financial Group in Chicago, IL. She has been with Embree Financial since 2003. Outside of her advisory role, she owns SISU FOR ME LLC, a consulting business focused on assisting divorcing individuals. 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 plans. The firm employs a fiduciary approach, utilizing fundamental, technical, and cyclical analysis to manage portfolios primarily invested in no-load mutual funds, ETFs, and individual securities.

Abby Davis is a financial advisor at Burling Wealth Partners in Chicago, IL, holding a Series 65 designation with 11 years of industry experience. She previously worked at AT Investment Advisers Inc. and Geneva Advisors, LLC. Burling Wealth Partners provides wealth management services to individuals, family offices, trusts, estates, private foundations, retirement plans, and corporations. The firm employs a personalized fiduciary approach, combining investment management and financial planning with both internally managed and external strategies, managing approximately $1.0 billion in assets.

Richard Horwitch is a financial advisor at Cohen Capital with 38 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Northern Trust Securities, Inc. for nearly three decades, followed by a four-year tenure at Raymond James & Associates. Cohen Capital is an SEC-registered investment adviser offering discretionary investment management, wealth management, and financial planning services for individuals, trusts, businesses, and institutional accounts. The firm employs a primarily long-term, diversified portfolio approach using mutual funds, ETFs, and various other investment vehicles, and sponsors a wrap-fee program that consolidates transaction and custody costs.

Luke Schillo is a financial advisor with Greenstone Belt Wealth Advisors, LLC, holding a Series 65 credential and nine years of industry experience. He previously worked at ORBA Wealth Advisors for seven years and at Telemus Capital, LLC for two years. Outside of his advisory role, Luke is a partner and passive investor in Enjoyum Restaurant Group, Inc., a restaurant business based in Chicago. Greenstone Belt Wealth Advisors serves individuals and families, including high-net-worth clients, providing fee-based financial, estate, tax, and retirement planning along with discretionary portfolio management. The firm also offers ERISA retirement plan consulting and fiduciary services, employing a diversified investment approach grounded in modern portfolio theory.

Thomas Kelly is a CFA® charterholder with 12 years of industry experience. He is currently with SJS Investment Services, where he has worked since 2018. Prior to joining SJS, he was with Christian Brothers Investment Services from 2014 to 2018. SJS Investment Services serves individuals, families, high-net-worth clients, retirement plans, institutional investors, and public entities by providing discretionary investment management, financial planning, and fiduciary services. The firm uses an internal Investment Committee to construct diversified model portfolios and has a notable public-funds practice with tailored cash-flow analysis and detailed performance reporting.

William Metz is a financial advisor with Feltl Advisors in Chicago, IL, holding Series 63 and Series 65 designations and bringing 50 years of industry experience. He has been with Feltl and Company since 2012. Feltl Advisors provides investment advisory services primarily to individual investors who are mostly non–high-net-worth clients, as well as corporations, pension and profit-sharing plans, trusts, and institutions. The firm manages approximately $132 million in client assets and offers non-discretionary advice through wrap-fee programs in partnership with RBC.

Daniel White is a Series 65-credentialed financial advisor with Blue Line Capital in Chicago, IL. He has two years of experience with Blue Line Capital and related entities, and prior to that worked at Myst Capital and Weiss Brothers Trading. Blue Line Capital is a team-based registered investment adviser with seven advisors managing approximately $131.9 million for about 121 clients. The firm provides discretionary portfolio management and written financial planning services, combining fundamental, technical, and cyclical analysis with both growth and value strategies, and incorporates options and futures where appropriate.

Ryan Shaughnessy is a financial advisor at The Mosaic Financial Group, LLC in Chicago, IL, with 21 years of industry experience. He has been with The Mosaic Financial Group since 2010. He holds Series 63 and Series 66 designations. The Mosaic Financial Group serves primarily high-net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, partnerships, and corporations. The firm emphasizes asset allocation as the primary driver of returns and integrates accounting and tax services, including in-house tax return preparation, into its advisory platform.

Thomas Egan is a Series 65-licensed financial advisor with nine years of industry experience. He has worked at Vestor Capital, LLC since 2018 and previously held roles at TC Wealth Partners and Trust Company of Illinois. 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 and employs a centralized investment approach focused on fundamental security analysis and concentrated, low-turnover equity portfolios alongside diversified strategies.

Stephen Royce is a financial advisor at LCM Capital Management Inc. in Chicago, IL, holding a Series 65 designation with 18 years of industry experience. He has been self-employed since 2007. 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 approach 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.

William Driscoll is a CFP® and CFA® with 10 years of industry experience. He has worked at Oak Family Advisors, LLC since 2019 and previously held roles at Ballast Equity Management, RMB Capital Management, Prudence Island Asset Management, and as a self-employed advisor. Oak Family Advisors provides personalized investment management and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and small businesses. The firm uses a strategic asset-allocation approach combining fundamental analysis, passive ETFs, and selected active funds, offering globally diversified portfolios managed on a discretionary basis.