Alexander Hemsley is a CFP® and holds a Series 66 license with seven years of industry experience. He has worked at Hemsley Advisors, Ltd. since 2018 and previously held roles at Fidelity Brokerage Services LLC and the Illinois Department of Financial and Professional Regulations. He is based in Chicago, IL. Hemsley Advisors, Ltd. is an SEC-registered advisory firm serving individuals, charitable organizations, and corporations. The firm provides portfolio management, financial planning, and consulting services, focusing on individualized investment policies and primarily managing assets on a non-discretionary basis.

Joshua Strauss is a CFA® charterholder with 21 years of industry experience. He is affiliated with Pekin Hardy Strauss, Inc., a team-based firm located in Chicago, IL. Strauss has worked at Sf Investments, Inc. and Pekin Singer Strauss Asset Management, Inc. since 2004. Pekin Hardy Strauss, Inc. provides investment management, financial planning, and retirement plan services to individuals, pension and retirement plans, registered investment companies, charitable organizations, and corporations. The firm employs fundamental analysis and asset allocation, incorporating ESG factors, and utilizes a variety of instruments and strategies including derivatives to tailor portfolios to clients’ objectives and risk profiles.

Joshua Perlmutter is a financial advisor at Atlas with eight years of industry experience. He holds a Series 66 designation and has worked at several firms, including ATFS Advisers, Lido Advisors, GeoWealth Management, Cresset Asset Management, and Stifel, Nicolaus & Company. Atlas provides wealth management and financial planning services to individuals, families, trusts, estates, businesses, retirement plans, and pooled investment vehicles. The firm combines fundamental and technical analysis within a primarily long-term, index-based framework, offering discretionary and non-discretionary portfolio management along with private credit and alternative investment options.

Suzanne Wetzel is a financial advisor at Doyenne Wealth Advisors in Chicago, IL, holding a Series 65 designation with seven years of industry experience. Her prior work includes sixteen years at Brownson, Rehmus & Foxworth, along with roles at Mathnasium and Ipsd 204. Doyenne Wealth Advisors offers 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 and delivers advisory services mainly on a non-discretionary basis.

Sean O’Connor is a financial advisor with Serenity Investment Advisors, holding a Series 66 credential and eight years of industry experience. Prior to joining Serenity Investment Advisors in 2024, he operated O'Connor Wealth Planning LLC and worked at Ameriprise Financial Services Inc. Outside of advising, he assists with tax preparation and bookkeeping as a partner in Lisa A Spaay CPA LLC. Serenity Wealth Management provides fee-based investment advisory and financial planning services to a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm employs a tactical allocation approach supported by fundamental analysis and proprietary model portfolios that are tailored to client risk profiles.

Richard Moroney is a CFA® charterholder with 24 years of industry experience. He has worked at Horizon Investment Services, LLC. since 1997 and also has been involved with Horizon Publishing Company since 1989. Horizon Investment Services provides discretionary investment advisory and sub-advisory services to individuals, retirement plans, trusts, foundations, business entities, and financial intermediaries. The firm employs a proprietary quantitative stock-rating system alongside fundamental research to guide investment decisions and offers a range of equity and income strategies, including socially and faith-based overlays.

Jonathan Hoenig is a Series 65 credentialed advisor at Quartz Partners Investment Management with one year of industry experience. He previously worked for Fox News Channel and Capitalistpig Hedge Fund LLC for ten years each and contributes to Fox Business Network in a non-investment broadcasting role. Outside of finance, he owns a parking space rental company in Chicago. Quartz Partners Investment Management serves individual investors, retirement plans, institutions, and financial intermediaries with model-based investment management. The firm combines top-down macro analysis and bottom-up stock selection, offering discretionary portfolios monitored by an investment committee and delivering models via multiple platform arrangements.

Lara Dalton is a CFP®-certified financial advisor with 15 years of industry experience, currently serving at Embree Financial Group in Chicago, IL. She has been with Waldron Private Wealth since 2016. Outside of her advisory role, she holds a 20% membership in LOBO One LLC, a venture capital group investing in healthcare startups focused on medical device and biotechnology innovations. Embree Financial Group offers comprehensive financial planning, discretionary investment management, and retirement plan consulting to individuals and institutions. The firm emphasizes fiduciary portfolio management using fundamental and technical analysis, investing primarily in no-load mutual funds, ETFs, and individual securities, with tailored services for high net worth clients and institutional plans.

Grant Kuphall is a financial advisor at Searle & Co. in Chicago, IL, holding Series 63 and Series 65 licenses with 45 years of industry experience. He has been with Searle & Co. since 2001 and also associated with The Advisors Group since 2000. Searle & Co. provides discretionary and limited non-discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm manages approximately $630 million across 126 client relationships with a seven-advisor team, employing a tailored investment approach that includes model portfolios, fundamental and technical analysis, and ongoing account monitoring.

Nina Milligan is a CFP® and holds a Series 66 license with five years of industry experience. She currently works at Zenith Wealth Partners and previously held positions at Edward Jones, Citibank, and JP Morgan. Zenith Wealth Partners serves individuals, small businesses, retirement plan sponsors, and charitable organizations, offering services ranging from financial planning and portfolio management to retirement plan consulting and direct private investment evaluation. The firm employs a risk-based investment process focused on diversified index exposures combined with selective active management, and it utilizes documented policies and multi-factor review frameworks.

Michael Lafontaine is a financial advisor at AZA Capital Management in Chicago, IL, with 19 years of industry experience. He has been with AZA Capital Management since 2009 and holds a Series 66 designation. Outside of his advisory role, Mr. Lafontaine owns Harbour Capital Holdings, LLC, a non-investment business focused on maintaining operational continuity through an off-site office location. AZA Capital Management serves individuals, families, other financial advisors and their clients, institutions, retirement plans, and charitable organizations. The firm employs tactical, multi-factor asset allocation strategies primarily using index-based ETFs and dynamic equity and fixed-income shifts, and it frequently acts as a sub-advisor and strategy provider to other advisers and platforms.

Charlie Kuhn is a financial advisor with Rothschild Investment LLC in Chicago, IL. He holds a Series 66 designation and has two years of industry experience. Prior to joining Rothschild Investment, Kuhn held roles at JPMorgan Chase Bank and Jpmorgan Securities LLC. Outside of financial services, he has worked in roles ranging from the Indianapolis Colts to Parlor Doughnuts. Rothschild Investment serves a diverse client base including individuals, families, trustees, corporations, and institutional clients. The firm provides portfolio management, financial planning, retirement plan consulting, and acts as investment manager to a private pooled fund, utilizing asset-allocation models supported by quantitative and technical analysis.

Peter Mullins is a CFP® with 16 years of experience, currently serving as a financial advisor at Vestor Capital, LLC since 2013. He previously worked at Vestor Capital Securities, LLC from 2013 to 2020. 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 through a team of 21 advisors and employs a centralized Investment Committee to construct concentrated, typically low-turnover equity portfolios alongside diversified fixed income and alternative strategies.

Douglas Levasseur is a CFP® with 12 years of experience in the financial industry. He is currently with Willis Towers Watson Securities, LLC and previously worked at LPL Financial, BMO Financial Group, Northwestern Mutual Investment Services, and R P Sarnecki. His background includes roles at both advisory and financial services firms. Willis Towers Watson Securities, LLC provides retirement-focused investment advisory services to individuals and high-net-worth clients through its Via Retirement platform, which combines web-based financial planning and discretionary model portfolios. The firm’s investment approach emphasizes diversified portfolios and asset allocation modeling supported by affiliated sub-adviser research.

Sharon Egan is a CFP® professional with 15 years of industry experience, currently serving at North Star Investment Management Corporation since 2012. She holds Series 63 and Series 66 licenses and teaches a class at Northern Trust, unrelated to investment topics. North Star Investment Management Corporation serves a range of clients including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations, providing discretionary portfolio management, financial planning, and family office services. The firm manages approximately $2.5 billion in assets and often allocates client portfolios into its own mutual funds.

Elaine Moss is a financial advisor with Vestor Capital, LLC in Chicago, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Vestor Capital and its affiliated entities since 2010, working in both advisory and broker-dealer capacities. 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 employs a centralized Investment Committee to manage approximately $2.08 billion in discretionary assets through concentrated, low-turnover equity portfolios alongside diversified fixed income and alternative strategies.

Michael Tosaw is a financial advisor with RCM Wealth Advisors in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Know Your Options, Inc. since 2009. Outside of financial advising, Tosaw spends time teaching football classes to high school students and is an author working on a book. RCM Wealth Advisors is a multi-advisor SEC-registered firm managing approximately $324 million for around 530 clients. The firm serves individuals, pension and profit-sharing plans, and corporate clients, employing a combination of fundamental and cyclical analysis to tailor portfolios to client objectives, utilizing strategies including ETF allocations and options-based programs.

Julie Ann Hepburn is a financial advisor with Bull Harbor Capital LLC, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. Her prior roles include positions at PL Wealth Advisors and Partners For Prosperity, LLC. She is also involved in coaching advisors and small business owners through her independent coaching business. Bull Harbor Capital LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term strategic asset allocation with tactical adjustments and utilizes a range of investment vehicles, including mutual funds, ETFs, individual equities, fixed income, and covered options.

Kevin Reilly is a financial advisor with Colliers Securities LLC in Chicago, IL, holding a Series 66 designation and 16 years of industry experience. He previously worked at Hilltop Securities Inc. for seven years before joining Colliers Securities in 2022. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities, offering brokerage, custody, execution, and investment advisory services through both non-discretionary and discretionary programs. The firm combines broker-dealer and registered investment adviser functions and is affiliated with the broader Colliers group, providing a range of financial and insurance products.

Kevin Hawley is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been with Navalign, LLC since 2018 and previously worked at Carter Jacobs, LLC and Avondale Asset Management. Navalign, LLC provides discretionary asset management, financial planning, and pension consulting services to individuals, trusts, estates, retirement plans, and business entities. The firm manages approximately $655.6 million for about 677 clients and employs a mix of fundamental analysis, long-term and short-term strategies, and the use of borrowing and derivatives within separately managed accounts.