Lauren Genuardi is a CFP® with 14 years of industry experience and is currently with Expressive Wealth LLC, where she has worked since 2024. Her prior experience includes positions at Telemus Capital, LLC and Barrington Strategic Wealth Management Group LLC. She is also an independent insurance agent. Expressive Wealth LLC serves individuals, high-net-worth clients, trusts, estates, and retirement plans, providing discretionary asset management, ERISA 3(38) plan services, modular financial planning, and consultation. The firm uses a multi-strategy investment approach tailored to client goals and is notable for its ERISA fiduciary services and management of defined-contribution participant accounts through aggregation platforms.

Virgil Rutili is a CFP® and Series 66-licensed financial advisor with 26 years of industry experience. He has worked at Merrill Lynch for 19 years before joining Centric Wealth Management, LLC and Purshe Kaplan Sterling Investments in 2018. Rutili also serves as executor of an estate, assisting with probate liquidation and distribution. Centric Wealth Management, LLC is a team-based advisory firm serving individuals, trusts, estates, and business entities. The firm manages approximately $725.6 million across customized portfolios using a combination of fundamental, technical, quantitative, and qualitative analysis aligned with clients’ goals and risk tolerances.

Christopher Duff is a financial advisor at Keebeck Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked at Keebeck Wealth Management since 2018 and AXA Advisors from 2016 to 2018. Duff is also involved with Wells, Roselieb and Raia Wealth Management as a registered sales assistant, where he supports trading, portfolio analysis, and client review processes. Keebeck Wealth Management provides discretionary portfolio management to individuals, retirement plans, and corporate clients, overseeing approximately $2.03 billion in assets. The firm uses third-party managers and a TAMP platform, employing various investment strategies including technical and fundamental analysis, derivatives, and digital assets, with an emphasis on pooled-vehicle management.

Zachary Patzik is a CFP® and CFA® affiliated with Burling Wealth Partners in Chicago, IL, with five years of industry experience. He has held positions at RMB Capital Management, Morningstar, and Northern Trust prior to joining Burling Wealth Partners. Burling Wealth Partners offers wealth management services to individuals, family offices, trusts, and other entities, combining investment management and financial planning. The firm employs a fiduciary approach to develop tailored, long-term strategies using both internal and external investment solutions across various asset classes.

Alan Konn is a financial advisor with Uhlmann Investment Management, L.L.C., holding Series 63 and Series 65 licenses and over 41 years of industry experience. His prior work includes roles at UPS Holdings, LLC and Alternative Investment Services, LLC, and he has been associated with Uhlmann Price Securities, LLC for more than two decades. Outside of his advisory work, he is a managing member of ARK Investors Fund LLC and a member of Hamlet's House LLC, which creates children’s content for production, as well as serving on the board of an aircraft supply and maintenance company. Uhlmann Investment Management provides discretionary and non-discretionary portfolio management to individuals, institutions, and trusts, utilizing fundamental analysis and long-term asset allocation. The firm offers a range of managed-account solutions and integrates third-party managers while accommodating client-imposed restrictions.

Kathleen Helminski is a Series 65-licensed financial advisor with Oak Family Advisors, LLC in Chicago, IL, where she has worked since 2013. She has 12 years of industry experience. Oak Family Advisors provides personalized investment management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs a fundamental analysis approach combined with strategic core-and-satellite asset allocation, offering globally diversified portfolios managed on a discretionary or non-discretionary basis.

Mary Allvine is a financial advisor at Doyenne Wealth Advisors with 27 years of industry experience. She holds the CFP® designation and a Series 65 license. Prior to joining Doyenne Wealth Advisors in 2022, she worked for 25 years at Brownson, Rehmus & Foxworth, Inc. Doyenne Wealth Advisors provides personalized financial counseling and non-discretionary investment advisory services primarily to high-net-worth individuals, senior corporate executives, and related trusts, foundations, and endowments. The firm operates on a fee-only basis, emphasizing long-term, diversified asset allocation and delivering comprehensive planning across investment allocation, tax sensitivity, retirement, and estate counseling.

Ross Blauwkamp is a financial advisor at AZA Capital Management in Chicago, IL, holding Series 63 and Series 65 registrations with 12 years of industry experience. His prior roles include positions at Arete Wealth Advisors LLC and M.C. Vogel, LLC. AZA Capital Management is a team-based firm serving individuals, high-net-worth clients, other financial advisors and their clients, institutions, retirement plans, and charitable organizations. The firm uses a combination of quantitative analysis and qualitative research to implement tactical allocations within index-based and customized portfolios, offering a range of services including financial planning, separately managed accounts, and management of held-away assets.

Vanessa Martinez is a financial advisor with Expressive Wealth LLC in Chicago, holding Series 63 and Series 65 credentials and 16 years of industry experience. Her prior roles include positions at Em-Powered Network and Hightower Advisors. She volunteers with SER Summits Inc., a community-building organization that hosts an annual conference for Latino Financial Advisors. Expressive Wealth LLC serves individuals, high-net-worth clients, trusts, estates, and retirement plans, offering discretionary asset management, ERISA 3(38) plan services, modular financial planning, and consultation. The firm employs a client-focused investment approach incorporating fundamental, technical, and cyclical analysis, with oversight of sub-advisors and quarterly account reviews.

Timothy Pearce is a CFP® professional associated with One Wealth Capital Management, LLC, with 11 years of industry experience. His prior roles include positions at MassMutual Life, Guardian Life Insurance Company, and Northwestern Mutual. One Wealth Capital Management, LLC manages approximately $307 million for individuals, high-net-worth clients, and various institutions. The firm uses a macro-environmental tactical asset allocation approach with sector rotation and a growth/value framework, offering discretionary and non-discretionary investment management alongside comprehensive financial planning services.

Amy Weigand is a CFA® charterholder and holds a Series 66 license, with four years of experience in the financial industry. She has worked at several firms including VCI Wealth Management, AE Wealth Management, FEFA Asset Management, and Wells Fargo Clearing Services before joining Altman Advisors, a Chicago-based firm, where she has been since 2025. Altman Advisors provides discretionary portfolio management and investment consulting to individuals, trusts, retirement plans, and business clients, offering customized financial planning and retirement-plan consulting. The firm employs fundamental analysis and strategic asset allocation in its investment approach, incorporating a range of investment strategies and instruments, including derivatives and cryptocurrency-linked products, with regular portfolio monitoring and rebalancing.

Peter Gottlieb is a financial advisor at North Star Investment Management Corporation with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with North Star since 2004, following roles at FA Asset Management Inc., Mid Atlantic Capital Corporation, and Copley Financial Services Corp. He serves as CEO of North Star Financial Services, a holding company for registered investment advisers, and is president of North Star Family Office, providing customized family office services. North Star Investment Management Corporation serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering discretionary portfolio management, financial planning, family office services, and management of the North Star Mutual Funds. The firm’s investment approach includes individualized policies, use of its own mutual funds, and a range of equity and fixed income strategies.

Cory Shepherd is a Certified Financial Planner™ (CFP®) and Chartered Financial Consultant (ChFC®) with 16 years of industry experience. He is a managing member of Lantern Tree Media Development Group, LLC, a media property development company, and co-author of the book *Your Business Your Wealth*, which involves related speaking engagements. Shepherd has worked at Sound Financial, LLC since 2017 and previously at Park Avenue Securities. Sound Financial, LLC is a team-based registered investment adviser with seven advisors managing approximately $170 million for individuals, high-net-worth clients, and business entities. The firm integrates Modern Portfolio Theory with model allocations and third-party money managers, providing tailored financial planning and portfolio management through various platforms and emphasizing higher-touch consulting services.

Anthony Greenwood is a financial advisor with Vestor Capital, LLC in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Nouveau Riche and TD Ameritrade. 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 relies on internal fundamental research to implement diversified strategies across various asset classes, and it is affiliated with Focus Financial Partners, offering clients access to broader financial solutions.

Jansen Hein is a financial advisor at Steward Advisors Group, LLC in Chicago, IL, holding a Series 65 designation with three years of industry experience. His work history includes roles at Simmons Capital Group, Heron Ventures, and the Illinois State Board of Investment, as well as eight years at Ernst and Young. Steward Advisors Group serves individuals, trusts, estates, and charitable organizations, managing approximately $105 million in discretionary assets. The firm integrates clients’ faith-based and moral values into investment decisions while employing fundamental analysis and asset-allocation techniques across a range of marketable and alternative investments.

Ari Lazar is a financial advisor at Baldwin Wealth Partners, LLC with eight years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Baldwin Wealth Partners, he worked at Levin Capital Strategies and RGA Investment Advisors. Outside of his advisory role, Lazar coaches and judges high school gymnastics in Illinois. Baldwin Wealth Partners provides investment advisory and financial planning services to a diverse range of clients, including individuals, trusts, charitable organizations, and pooled investment vehicles. The firm employs a combined top-down macro framework and bottom-up fundamental research, managing portfolios across five core asset classes with attention to ESG factors and offering specialized services such as management of private funds and tax-aware equity strategies.

Alyssa Schuster is a CFP® and holds a Series 65 license with seven years of industry experience. She has worked at Doyenne Wealth Advisors since 2022 and previously at Brownson, Rehmus & Foxworth, Inc. and the Regulatory Compliance Association. Doyenne Wealth Advisors provides personalized financial counseling and non-discretionary investment advisory services to high-net-worth individuals, senior corporate executives, and related trusts, foundations, and endowments. The firm operates on a fee-only, independent basis and focuses on long-term, diversified asset allocation with a tailored, multi-meeting review cadence for affluent households.

Phoebe Stefani is a Certified Financial Planner (CFP®) with eight years of industry experience. She currently works at Doyenne Wealth Advisors in Chicago, where she has been since 2022. Her prior roles include positions at Brownson, Rehmus & Foxworth, Inc., Bank of America, and Merrill. Doyenne Wealth Advisors provides 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, offering mostly non-discretionary advisory services with a range of investment options including no-load mutual funds, ETFs, and selective private investments.

Thomas Hession Jr. is a financial advisor at Riverbend Capital Advisors, LLC with 31 years of industry experience. He has been with Riverbend since 2011. He holds Series 63 and Series 65 designations. Riverbend Capital Advisors primarily serves high-net-worth individuals, trusts, estates, corporations, and other business entities. The firm focuses on discretionary investment management concentrated in municipal bonds and other fixed-income securities, employing a combination of fundamental and technical analysis to construct portfolios.

Wendy West is a Series 66-licensed financial advisor with Harvest Investment Services, LLC, bringing 28 years of industry experience. She has worked at Double W Financial Group, Inc. since 2014 and Harvest Financial Planning since 2012, with prior experience at Proequities from 2000 to 2018. West serves on the boards of the DeKalb Area Retirement Center and Kishwaukee United Way and chairs the IHSA Destination DeKalb, coordinating state high school football championships. Harvest Investment Services, LLC provides portfolio management, financial planning, pension consulting, and other advisory services to a diverse client base including individuals, retirement plans, and institutions. The firm employs an actively managed tactical investment strategy and offers a multi-advisor team structure with several offices.