Kathleen Valleau is a CFP® and holds a Series 65 license, with six years of industry experience. She has worked at ShankerValleau Wealth Advisors, Inc. since 2019 and previously held roles at Becton, Dickinson and Company and Vyaire. Outside of advisory work, she serves as an accountant with ShankerValleau Accountants, Inc. and is a board member of The Kaufherr Resource Center. ShankerValleau Wealth Advisors is a team-based SEC-registered firm that manages approximately $645 million for over 200 clients, offering wrap-fee portfolio management, individualized investment supervision, and integrated financial planning. The firm employs evidence-based, structured investment strategies with broad diversification and incorporates financial planning into its advisory services.

William Vellon is a financial advisor with Kingsbury Capital Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Kingsbury Capital Investment Advisors LLC since 2008 and previously worked with Kingsbury Capital, Inc. and Cabot Lodge Securities LLC. Outside the investment industry, he is involved as President and Financial Advisor at Ten31 Farms, focusing on potential 1031/DST transactions, and also works as a health insurance sales representative for Medicare Advantage products through Insurance by the Sea/Tangram LLC. Kingsbury Capital Investment Advisors is an SEC-registered independent adviser serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm delivers discretionary and non-discretionary portfolio management, financial planning, and institutional retirement plan advisory services, using diversified portfolios supplemented by quantitative optimization and third-party due diligence.

Nick Demopoulos is a CFP® with over 18 years of industry experience. He has worked at Nomura Securities International since 2008 and has been with Embree Financial Group since 2021. Prior to that, he spent seven years at Bank of Brazil. Embree Financial Group provides holistic financial planning, discretionary investment management, and retirement plan consulting to individuals and institutions. The firm serves high net worth clients, families, pension and profit-sharing plans, trusts, and corporations, managing assets with a fiduciary approach that incorporates fundamental, technical, and cyclical analysis.

Jeffry Livingston is a financial advisor at Regal Advisory Services, Inc. in Chicago, IL, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Regal Securities since 2012. Regal Advisory Services, Inc. serves individuals, corporations, retirement plans, trusts, foundations, and institutional clients through a team of 15 advisors, managing approximately $113.5 million in assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory, employing a blend of fundamental and quantitative research tailored to client goals and risk tolerance.

Marie Beckman is a CFP® and holds a Series 65 license with 25 years of industry experience. She is a principal at A. Robert Taylor Financial Advisory Services, Ltd., where she has worked since 2000, and currently serves as an advisor at Financial Solutions Advisory Group. Financial Solutions Advisory Group advises high-net-worth individuals, corporations, pension and profit-sharing plans, and trusts, providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm uses a comprehensive investment process incorporating fundamental, technical, quantitative, and qualitative analysis and maintains a quarterly newsletter for clients and professionals.

Timothy Debruyne is a financial advisor at The Mosaic Financial Group, LLC in Chicago, IL, holding a Series 65 credential with 21 years of industry experience. He has been with The Mosaic Financial Group since 2003. The Mosaic Financial Group primarily serves high-net-worth individuals, trusts, estates, charitable organizations, and various business entities, managing approximately $898 million in assets across about 125 client relationships. The firm emphasizes asset allocation and integrates accounting and tax services into its advisory platform, offering both discretionary and non-discretionary portfolio management along with in-house tax preparation and bookkeeping.

Derek Kyler is a financial advisor at Coyle with a Series 65 designation and two years of industry experience. His prior roles include positions at the DeKalb Park District and the Katz Graduate School of Business at the University of Pittsburgh. Coyle serves individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities by providing discretionary and non-discretionary asset management, financial assessment, wealth advisory, project-based planning, and family legacy services. The firm combines tactical and strategic asset allocation with individualized portfolio construction and employs fundamental, quantitative, optimization, and technical research methods to align investments with client goals and risk tolerance.

William Pekin is a CFA® charterholder with 30 years of industry experience. He has been with Pekin Singer Strauss Asset Management since 2001. Pekin Hardy Strauss, Inc. is a team-based firm that provides investment management, financial planning, and retirement plan services to individuals, pension plans, registered investment companies, charitable organizations, and corporations. The firm’s investment approach integrates fundamental analysis, asset allocation, and ESG factors, employing a variety of strategies including derivatives and short selling to tailor portfolios to clients’ objectives and risk tolerances.

Terry Finkel is a financial advisor with Uhlmann Investment Management, L.L.C. in Skokie, IL, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Uhlmann Investment Management and its affiliated firm Uhlmann Price Securities since 2012. Uhlmann Investment Management provides discretionary and non-discretionary portfolio management services to individual, institutional, and trust clients, using fundamental analysis and long-term asset allocation to tailor portfolios. The firm employs a mix of stocks, bonds, ETFs, mutual funds, and alternatives, utilizing both in-house and third-party managers to meet client objectives.

Kurt Newsom is a CFP® and holds a Series 66 license with 15 years of industry experience. He currently serves as an advisor at XXI Wealth, LLC, a role he has held since 2024. Prior to that, he worked at CIBC Private Wealth Advisors, Inc. and CIBC World Markets Corp. for seven years, Atlantic Trust Investment Advisors for one year, and Geneva Investment Management of Chicago for six years. XXI Wealth, LLC provides comprehensive financial planning and wealth management services to individual and high-net-worth clients. The firm offers customized portfolio construction using a mix of equities, fixed income, index funds, ETFs, direct indexing, alternative investments, and private placements, and employs active oversight of third-party money managers.

Ryan Kaysen is a CFP® with nine years of industry experience, currently serving at Serenity Investment Advisors in Chicago. He joined Serenity in 2026 after five years at Integritas Financial, LLC. Outside of financial advising, Kaysen works as a consultant in operations and sales development for Sound Control Solutions, Inc., a wholesale distribution company. Serenity Wealth Management offers fee-based investment advisory and financial planning services to a range of clients including individuals, pension plans, trusts, and corporations. The firm employs a tactical allocation approach using proprietary model portfolios and fundamental analysis, with both discretionary and non-discretionary management strategies.

Joseph Stock is a CFP® with 12 years of experience in the financial services industry. He is a managing partner and co-founder of Lake Street Private Wealth, where he has worked since 2018. Prior to this, he held roles at Purshe Kaplan Sterling Investments, Cantella & Co., Inc., Bank of America, and Merrill Lynch. Lake Street Private Wealth provides discretionary investment management, financial planning, and fiduciary services to individuals, high-net-worth clients, business entities, and various types of plans and trusts. The firm emphasizes institutional cost structures, global diversification, and a focus on asset-class allocation, offering both discretionary trading authority and non-discretionary advisement.

William Henry is a CFA® charterholder affiliated with Willis Towers Watson Securities, LLC. He has been with Willis Towers Watson entities since 2010 and has one year of experience at his current firm in Chicago, IL. He is also associated with Towers Watson Retiree Insurance Services, Inc. Willis Towers Watson Securities, LLC provides retirement-focused investment advisory services primarily through its Via Retirement platform, which offers web-based financial planning, discretionary model portfolios, and access to investment adviser representatives. The firm’s approach emphasizes diversified model portfolios and asset-allocation modeling supported by affiliated sub-advisers and insurance brokerage activities within the broader Willis Towers Watson organization.

Daniel Hord is a CFA® charterholder with 51 years of industry experience. He has been with Rothschild Investment Corporation since 1991 and is currently affiliated with Rothschild Investment LLC in Chicago, IL. Rothschild Investment serves individuals, families, trustees, corporations, pension and profit-sharing plans, retirement plan sponsors, foundations, and other institutional clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and selection of third-party sub-advisers, using asset-allocation models tailored to client objectives and employing a range of investment vehicles and analytical methods.

Owen Mc Namara is a financial advisor at Coyle with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Northwestern Mutual Investment Services LLC and Fidelity. Coyle serves individuals, families, retirement plans, trusts, estates, charitable organizations, and business entities, providing asset management, wealth advisory, financial assessment, and project-based services. The firm employs a combination of tactical and strategic asset allocation alongside various analytical methods and offers both discretionary and non-discretionary portfolio management.

Samuel Liepert is a financial advisor at Uhlmann Investment Management, L.L.C. in Skokie, IL, with two years of industry experience. He holds a Series 66 designation and previously worked at Carson Wealth and Uhlmann Price Securities, LLC. Outside of his advisory roles, he has been involved with the Illinois Baseball Academy. Uhlmann Investment Management provides discretionary and non-discretionary portfolio management to individual clients, institutions, and trusts, focusing on fundamental analysis and long-term asset allocation. The firm’s offerings include managed portfolios and third-party advisor programs, typically combining stocks, bonds, ETFs, and alternatives to suit varying risk tolerances.

Adam Blonsky is a CFP®-designated financial advisor with 15 years of industry experience, currently serving at Coyle Financial Counsel, Inc. since 2011. He holds Series 63 and Series 65 licenses and works out of Glenview, IL. Coyle serves individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities with discretionary and non-discretionary asset management, wealth advisory, financial assessment, and project-based services. The firm combines tactical and strategic asset allocation with fundamental, quantitative, and technical analysis and offers a formal monthly subscription service alongside structured financial assessments for clients at various wealth stages.

Spencer Bleecker is a financial advisor with Roberts, Glore & Co. in Deerfield, IL, holding a Series 65 designation and seven years of industry experience. He has been with Roberts, Glore & Co. since 2017 and previously worked at Lake Forest College. Roberts, Glore & Co. provides fee-only investment advisory services to individuals, trusts, family offices, corporate pensions, and nonprofits, managing approximately $938 million in client assets. The firm offers customized portfolio management using fundamental analysis and regularly reviews investments, incorporating mutual funds and ETFs alongside mid- and large-cap equities and fixed-income holdings.

John Finley is a CFA® charterholder with 14 years of experience in the financial industry. He has been with Coyle Financial Counsel, LLC since 2015. Coyle serves individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities, providing discretionary and non-discretionary asset management as well as financial assessment, wealth advisory, project-based planning, and family legacy services. The firm combines tactical and strategic asset allocation with individualized portfolio construction, utilizing sub-managers and third-party software for security-level analysis.

Kimberly Stacy is an associate wealth manager at Nadler Financial Group, Inc. with experience at Gresham Partners, LLC and PriceWaterHouseCoopers. She holds the Series 66 designation and has been with Nadler Financial Group and Ausdal Financial Partners since 2024. Outside of her advisory role, she is a partner in a commercial real estate venture through Tsarpalas Family Partnership, LLC. Nadler Financial Group serves individuals, charitable organizations, business entities, and retirement plans, offering discretionary investment management and financial planning services. The firm employs tactical asset allocation across diversified investment vehicles and operates a multi-advisor platform with approximately 16 advisors.