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.

Scott Miller is a CFP® with 23 years of experience in the financial industry. He has worked at Romano Brothers and Company since 2013 and has over two decades of experience with Charles Schwab and Charles Schwab Bank. Romano Brothers and Company serves individuals, including high-net-worth clients, as well as employee benefit plans, non-profits, trusts, estates, and corporate entities. The firm offers discretionary portfolio management, financial planning, and brokerage services, utilizing both active, value-oriented equity and fixed-income strategies alongside passive ETF-based approaches within a generally conservative, fundamentals-based investment framework.

Evan Sullivan is a financial advisor at Vestor Capital, LLC with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Vestor Capital, he worked at Alliance Bernstein and Four Star Wealth Advisors. Outside of finance, he has experience working at Lyon Beverage Corporation and Amazon. 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 a variety of equity and fixed income strategies through centralized investment decisions and offers access to affiliated intermediaries and co-advisory programs.

George Rudawski is a CFA® charterholder and holds Series 63 and Series 65 licenses. He has four years of industry experience, currently serving at Altman Advisors since 2022. His prior experience includes roles at Fitch Ratings and Aviva Investors. Altman Advisors offers discretionary portfolio management and investment consulting to individuals, trusts, retirement plans, and business clients. The firm emphasizes fundamental analysis and strategic asset allocation, managing accounts on an individualized basis through wrap fee family office and asset management services.

Jake Gice is a financial advisor at Vestor Capital, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley from 2016 to 2021 before joining Vestor Capital in 2021. 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 diversified investment strategy managed by an internal Investment Committee and offers additional services including co-advisory programs, sub-advised fixed-income strategies, and standalone financial planning.

John Dillon is a financial advisor at Vestor Capital, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Uhlmann Price Securities since 2012 and Uhlmann Investment Management L.L.C. from 2017 to 2020. 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 uses internal fundamental research to implement diversified strategies across various asset classes and offers co-advisory programs, sub-advised fixed-income strategies, and standalone financial planning services.

Brett Grossman is a financial advisor at Factor Wealth Management in Chicago, holding a Series 65 designation with two years of industry experience. He previously worked at PNC Financial Services Group and has held roles outside the financial sector, including at TravelCenters of America and Heiman Basketball Camp. Factor Wealth Management serves individuals, business entities, charities, and pension plans, typically focusing on clients with account minimums of $1 million. The firm employs a long-term, risk-based investment approach that includes discretionary and non-discretionary management, financial planning, and pension consulting, with a particular emphasis on managing client behavior and controlling trading costs.

Parker Taylor is a financial advisor at Paradigm Wealth Management, LLC in Oakbrook, IL. He holds Series 65 and Series 66 licenses and began his advisory career in 2024 after completing ten years as a full-time student. Paradigm Wealth Management serves individuals, including high-net-worth clients, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and third-party money manager recommendations. The firm employs a range of investment strategies tailored to client objectives and offers no-fee educational seminars on topics such as diversification and asset allocation.

Hally Dunn is a financial advisor at 4 Wealth Advisors, Inc. with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments for 10 years prior to her current role. Outside of advisory services, she is involved with 4Wealth Insurance Group, helping clients with life, disability, and long-term care insurance. 4 Wealth Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm offers customized portfolio management and employs a range of analytical methods, with affiliations that create integrated service pathways uncommon among peers.

Priyadarshan Pradhan is a Series 66-licensed financial advisor with Unique Wealth Strategies in Burr Ridge, Illinois, bringing four years of industry experience. His prior roles include positions at Kingswood Capital Partners and several other financial firms since 2018. Unique Wealth Strategies serves individuals, small businesses, trusts, estates, and charitable clients with asset management, financial planning, and retirement plan services. The firm sponsors its own wrap-fee program and employs a range of investment approaches, including the use of derivatives and leverage, while also facilitating access to alternative managers.