Ricki Hanna is a financial advisor at Asset Strategies, Inc. with 13 years of industry experience. He holds the Series 66 designation and previously worked at RR Donnelley & Sons for seven years. Asset Strategies, Inc. provides discretionary investment management and standalone financial planning to individual clients and charitable organizations. The firm constructs portfolios using equities, fixed income, mutual funds, and ETFs, and offers negotiable AUM-based advisory arrangements alongside fixed-fee planning engagements.

Collin Wegener is a financial advisor at The Mosaic Financial Group, LLC in Chicago, holding a Series 65 designation with two years of industry experience. He has been with The Mosaic Financial Group since 2018 following five years as a student. The Mosaic Financial Group serves primarily high-net-worth individuals, trusts, estates, charitable organizations, and various types of plans and entities, managing approximately $898 million in assets across about 125 client relationships. The firm integrates investment advisory with accounting and tax services, offering both discretionary and non-discretionary portfolio management with a focus on asset allocation and individualized portfolio construction.

Alex Offerman is a CFP® with eight years of industry experience, currently serving as an advisor at Model Wealth. He has worked at Model Wealth since 2018 and has held roles at Highpoint Advisor Group, LLC, and LPL Financial, LLC. Model Wealth, Inc. is a virtual, fee-only financial planning and wealth management firm serving individuals, families, estates, trusts, and small businesses. The firm emphasizes a broadly passive investment approach with cost-effective, tax-aware implementation and integrates robo-advisor strategies and direct indexing within a flat annual fee structure.

Frank Miller is a financial advisor at The Mosaic Financial Group, LLC in Chicago, holding a Series 65 designation with two years of industry experience. Prior to joining The Mosaic Financial Group in 2020, he worked at Rink Management Services Corp. and was involved with Anita Dee Yacht Charters. The Mosaic Financial Group serves primarily high-net-worth individuals, trusts, estates, charitable organizations, and various institutional clients, managing approximately $898 million in assets. The firm emphasizes asset allocation and integrates accounting and tax services, providing tailored investment advisory and financial planning solutions.

Jill Shuter is a financial advisor at Vestor Capital, LLC in Chicago, IL, holding a Series 66 designation with 19 years of industry experience. She has been with Vestor Capital since 2012 and has also worked with affiliated entities Vestor Capital Securities, LLC and Vestor Capital Insurance Advisors, LLC. 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 and employs a centralized Investment Committee to construct concentrated, low-turnover equity portfolios alongside fixed income, mutual fund, ETF, and alternative strategies.

James Dawson is a CFP® with 12 years of experience in financial services. He currently serves as a wealth advisor at Rothschild Wealth LLC and has previously worked at Charles Schwab and Halo Securities. In addition to his advisory role, he is a licensed insurance agent. Rothschild Wealth LLC advises individuals, high-net-worth clients, corporate executive groups, trusts, pension and profit-sharing plans, and other institutional and tax-exempt entities. The firm uses a range of asset-allocation models and quantitative methods to construct and manage portfolios, offering services such as financial planning, retirement plan consulting, and coordination of tax and estate planning.

Colin Schwerin is a financial advisor at North Star Investment Management Corporation with two years of industry experience. He holds a Series 65 designation and has prior work experience at Burns and McDonnell, Sargent and Lundy, and Kentucky Utilities. Schwerin is also associated with CAPS Financial Group, where he provides financial planning services. North Star Investment Management Corporation serves a range of clients including individuals, pension and profit-sharing plans, and charitable organizations, offering discretionary portfolio management, financial planning, and family office services. The firm manages approximately $2.5 billion in client assets and employs strategies such as equity positions, fixed income, option strategies, and direct indexing, often allocating client assets into its own mutual funds.

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.

Joshua Bretl is a financial advisor with Wellment Financial in Elmhurst, IL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with FSR Insurance Planning, Ltd. since 2017 and FSR Wealth Management, LTD. since 2013, and has been involved with FSR Certified Public Accountants, Ltd. since 2005. He serves on the Board of Directors for Community Bank of Elmhurst. Wellment Financial provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and institutional sponsors. The firm uses vetted model portfolios and a sub-advisor platform focusing on tax-aware retirement planning, while also offering client-managed account options and modular or comprehensive financial plans.

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.

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.

John Kosik is a CFP® with 14 years of industry experience, currently serving at Capstone Financial Advisors Inc since 2009. He holds the Series 63 designation and is based in Downers Grove, Illinois. Capstone Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm emphasizes asset-class allocation, cost control, and tax positioning in its investment process, managing approximately $2.44 billion in client assets through a multi-advisor team.

Robert Perkins is a financial advisor at Hunter Capital Management with 44 years of industry experience. He has held positions at Perkins Investment Management LLC, Janus Distributors LLC, and PWMCO, LLC prior to joining Hunter Capital Management in 2020. Perkins holds Series 63 and Series 66 designations. 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 privately offered pooled vehicles, with a value-oriented equity investment approach and a team of five advisors.

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.

Edward Keating is a CFA® charterholder with four years of industry experience, currently serving as an advisor at SAGE Private Wealth Group, LLC. Prior to joining SAGE, he worked at Calamos Wealth Management LLC and BMO Harris Bank. He is actively involved in the Waubonsee Community College Foundation, serving as board president and participating in finance, investment, and scholarship committees. SAGE Private Wealth Group provides wealth management and discretionary portfolio management to individuals, retirement plans, trusts, estates, and businesses. The firm offers customized investment strategies and family office services, utilizing a variety of asset classes and ongoing portfolio monitoring.

Igor Yukhvidin is a financial advisor at Vertex Partners with one year of industry experience. He holds a Series 65 designation and previously worked at JP Morgan Chase Bank for seven years and Ernst & Young for four years. Vertex Partners provides advisory services to individuals, trusts, estates, retirement plans, and charitable and corporate entities through financial planning, investment and wealth management, and consulting. The firm’s investment approach emphasizes asset allocation, diversification, and behavioral finance, utilizing a mix of active and passive model portfolios across various platforms and strategies.

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.