Alexander Saf is a CFA® charterholder with three years of industry experience. He is currently with Sierra Summit Advisors LLC, where he has worked since 2023. Prior to that, he held positions at Innovis Asset Management LLC and Premier Asset Management. Sierra Summit Advisors primarily serves high-net-worth individuals and institutional clients, offering discretionary portfolio management, financial planning, and consulting services. The firm employs a combination of fundamental, quantitative, and technical analysis across a range of equity and fixed-income strategies and manages over $600 million for approximately 115 clients.

Benjamin Wozniak is a financial advisor at Chicago Oakbrook Financial Group with 43 years of industry experience. He has held positions at Commonwealth Financial Network, LPL Financial, and Mutual Service Corporation. Wozniak holds Series 63 and Series 65 licenses. Chicago Oakbrook Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm provides customized wealth management, discretionary portfolio management, comprehensive financial planning, and retirement plan consulting using a broad range of investment strategies and securities.

Richard Little is a financial advisor at Serenity Investment Advisors with 15 years of industry experience. He holds the Series 66 designation and previously worked at Kingsview Asset Management. Outside of his advisory role, he is also an independent insurance agent specializing in life insurance. Serenity Investment Advisors is a five-advisor team managing approximately $376 million for nearly 400 clients, serving individuals, institutional plans, trusts, and charitable organizations. The firm employs a tactical allocation approach based on fundamental analysis and offers a range of proprietary investment models, combining active and passive strategies with various securities.

Jacqueline Sedlak is a financial advisor at Rothschild Investment LLC in Chicago, IL, with 14 years of industry experience. She holds a Series 66 designation and previously worked at Hightower Advisors, William Blair, and Wintrust Investments. Rothschild Investment serves a broad range of clients including individuals, families, trustees, corporations, and institutional investors, providing portfolio management, financial planning, and retirement plan consulting. The firm employs asset-allocation models tailored to client objectives and uses a combination of mutual funds, ETFs, individual securities, and sub-advisers in its investment approach.

Lydia Newby is a CFP® with eight years of industry experience currently serving at Timothy Financial Counsel, Inc. She has been with the firm since 2017 and previously worked at Marsh USA Inc. from 2012 to 2017. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm that serves individuals, families, businesses, trusts, charities, and retirement plans. The firm emphasizes advisory and implementation coaching through a structured planning menu and prefers diversified investments such as no-load mutual funds and ETFs, operating without discretionary authority over client assets.

Arielle Hannan is a financial advisor at Rebellion Asset Management, LLC in Chicago, IL, holding a Series 66 designation with 10 years of industry experience. She has been with Rebellion Asset Management since 2016. Outside of her advisory role, she serves as an investment education consultant for project management, operations, general office management, and event planning. Rebellion Asset Management is a five-advisor firm providing fee-based investment management and financial planning to families, high-net-worth individuals, trusts, charitable entities, corporations, and other business clients. The firm employs quantitative methods, technical analysis, and options strategies, and also acts as a sub-advisor to independent RIAs and institutional clients.

Christos Kyros is a financial advisor at MPS-LORIA Financial Planners, LLC with 15 years of industry experience. He holds Series 65 and Series 63 licenses and has been with MPS-LORIA since 2006. In addition to his advisory role, he is an independent licensed insurance agent specializing in life insurance. MPS-LORIA Financial Planners serves individual and institutional clients, including high-net-worth individuals, corporations, and charitable organizations. The firm employs an open-architecture, predominantly discretionary investment approach that emphasizes diversified allocations using no-load mutual funds and ETFs, supported by quantitative screening and research.

Benjamin Wilson is a financial advisor at Hunter Capital Management with 23 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Hunter Capital Management in 2020, he worked at PWMCO, LLC for 11 years. 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 private pooled vehicles, employing a value-oriented equity strategy and utilizing a commodity subadviser within one private fund.

Scott Stuth is a financial advisor at Vestor Capital, LLC with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Vestor Capital since 2020. His prior experience includes roles at Ausdal Financial Partners, Inc. and Oak Asset Management. 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 through a team of 21 advisors and employs a centralized Investment Committee to construct concentrated, typically low-turnover equity portfolios alongside fixed income, mutual fund, ETF, and alternative strategies.

John Burns is a Certified Financial Planner® with 10 years of industry experience. He has been with Factor Wealth Management Ltd. since 2018 and previously worked at Merrill from 2016 to 2018. He holds Series 66 and Series 63 licenses. Factor Wealth Management Ltd. serves high-net-worth individuals, business entities, charitable organizations, and pension plans, offering investment management and financial planning services. The firm employs a long-term, risk-based approach focusing on global diversification and cost management, managing approximately $781 million in client assets.

Wendell Franklin is a financial advisor at Chicago Capital Management Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at American Trust Investment Services Inc since 2014. Outside of his advisory role, he works as a part-time DJ in Chicago. Chicago Capital Management Advisors is a multi-team registered investment adviser managing approximately $135 million in discretionary assets for individuals, corporations, trusts, and retirement plans. The firm offers customized portfolio management using a bottoms-up fundamental screening process and provides financial planning services, including comprehensive estate, tax, business disposition, and insurance planning.

James Bellinger is a financial advisor with RCM Wealth Advisors in Itasca, IL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with RCM Wealth Advisors since 2014 and also serves as president of Better Business Planning, Inc., an employee benefit sales firm he has been involved with since 1977. RCM Wealth Advisors is a multi-advisor SEC-registered firm managing approximately $324 million for about 530 clients. The firm serves individuals, pension and profit-sharing plans, and corporate clients, offering portfolio management and a range of Managed Asset Portfolios with an investment process supported by a weekly Investment Policy Committee.

Katie Reichart is a CFA® charterholder affiliated with Doyenne Wealth Advisors in Chicago, IL. She has one year of industry experience and was previously employed at Morningstar, Inc. for ten years. Doyenne Wealth Advisors offers personalized, 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 using marketable investments, third-party managed accounts, and selective private investment vehicles, typically on a non-discretionary basis.

John Newhouse is a financial advisor at Rothschild Wealth LLC with one year of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he has been involved in various investment-related ventures since 2003, including managing roles in firms focused on trading, cryptocurrency investing, and venture investing. Rothschild Wealth serves individuals, high-net-worth clients, corporate executive groups, retirement plans, trusts, foundations, and other institutional clients. The firm offers portfolio management, financial planning, and retirement and investment consulting, employing both quantitative and qualitative analysis to build and monitor client portfolios.

Francis Gutrich is a financial advisor at Apollon Financial, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial, Highpoint Advisor Group, and J.P. Morgan Securities. Gutrich also provides investment advisory services through Apollon Financial, an independent registered investment advisory firm. Apollon Financial serves individuals, high-net-worth clients, families, family offices, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team of 16 advisors and offers financial planning, portfolio management, retirement-plan advisory, and access to private and alternative investments using a blend of centrally managed models and advisor-led portfolios.

James Stork is a CFP® and CFA® with 25 years of experience in financial advising. He has been with Pinnacle Financial Group LLC since 2000, currently serving as part of a four-advisor team. Outside of his advisory role, Mr. Stork is a managing member and co-owner of STU Partners, LLC, a holding company for the building Pinnacle leases as its principal place of business, and also manages Tower Management, LLC. Pinnacle Financial Group LLC is an SEC-registered, fee-only investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm combines modern portfolio theory with factor investing, quantitative optimization, and third-party research, offering personalized financial planning and investment management through a consultative, modular approach.

Bret Petersen is a financial advisor at Rothschild Wealth LLC with 22 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services Inc. and Wells Fargo Clearing Services, LLC. Rothschild Wealth serves individuals, high-net-worth clients, corporate executive groups, retirement plans, trusts, foundations, and other institutional clients by providing portfolio management, financial planning, and retirement and investment consulting. The firm uses a comprehensive approach that incorporates asset allocation models considering tax, estate, cash-flow, and risk factors, utilizing a range of securities and third-party managers with ongoing monitoring and reporting.

Cheryl Krueger is a CFP® with 19 years of experience in financial advising. She is currently with Vantage Point Financial, LLC, a team-based firm, where she has worked since 2026. Her prior experience includes leadership roles at Growing Fortunes Financial Partners and CGN Advisors, LLC. She serves as Managing Member of Growing Fortunes Financial Partners LLC, which provides administrative support for her activities at CGN Advisors. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners offering investment management, financial planning, and wealth consulting. The firm employs a fiduciary, customized approach focused on long-term portfolio construction using low-cost mutual funds and ETFs, along with discretionary portfolio management and integrated planning advice.

Christopher Knappstein is a CFP® with 15 years of industry experience and is currently a wealth management officer at Old National Bank. He has worked at 1834 Investment Advisors Co. since 2023 and previously held roles at LPL Financial and First Midwest Bank. He divides his time between his duties at Old National Bank and his advisory work. 1834 Investment Advisors Co. provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes customized portfolio strategies, asset allocation, and uses both internally developed and external models, operating as a wholly owned subsidiary of Old National Bancorp with a close relationship to Old National Bank.

Jeffrey Kautz is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Hunter Capital Management. His prior experience includes nine years at Ballast Equity Management. Hunter Capital Management is an SEC-registered investment adviser with approximately $1.09 billion in assets under advisement and a seven-advisor team. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and investment companies through discretionary portfolio management, sponsored pooled vehicles, private funds, and a registered mutual fund.