Thomas Janes is a CFA® charterholder with seven years at Rothschild Investment LLC and four years as an investment management consultant, totaling eleven years of industry experience. He is based in Chicago, IL. Rothschild Investment LLC provides investment advisory and financial planning services to individuals, trusts, corporations, pension and profit-sharing plans, and other institutional retirement plans. The firm employs client-specific asset allocation models integrating tax, estate, cash-flow, and risk-tolerance factors and offers comprehensive portfolio management, retirement consulting, and monitoring services.

Pearlyn Manieri is a financial advisor at Rebellion Asset Management, LLC with 19 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at Podium Markets Securities, LLC, VYGR Digital Securities, LLC, and Glacial Point Capital LLC. Manieri is also involved in consulting for a new broker-dealer as part of her other business activities. Rebellion Asset Management is a five-advisor firm serving families, high-net-worth individuals, trusts, charitable entities, corporations, and business clients. The firm manages approximately $91.8 million in discretionary assets and employs a combination of quantitative methods, technical analysis, third-party research, and options strategies, including a specialized option overlay program and sub-advisory services.

Peter Cecil is a financial professional at Embree Financial Group with six years of industry experience. He previously worked at Cetera Investment Advisers, Cetera Advisors LLC, PNT Financial, Akuna Capital LLC, and Citigroup Derivatives Markets Inc. Outside of his advisory role, he serves as president of North Shore Ice Arena LLC, a nonprofit hockey rink, and is licensed to sell fixed insurance products. Embree Financial Group provides holistic financial planning, discretionary investment management, and retirement plan consulting to individuals, families, trusts, and institutions. The firm serves both high-net-worth and non-HNW clients and integrates fundamental, technical, and cyclical analysis into its investment process.

Peter Recchia is a financial advisor with 24 years of industry experience, currently serving at 4 Wealth Advisors, Inc. since 2012. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved as president of an accounting and tax practice and is an owner and agent in an associated insurance group. 4 Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm utilizes customized portfolios and a range of analytical methods, including technical analysis, and is affiliated with accounting and insurance entities to offer integrated client services.

Samantha Dubuque is a financial advisor at Vestor Capital, LLC in Chicago, IL, holding Series 65 and Series 63 licenses with 15 years of industry experience. She has been with Vestor Capital and its affiliated entities since 2010. 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 uses a centralized Investment Committee to implement diversified strategies across multiple asset classes and offers co-advisory and sub-advised programs, supported by its affiliation with Focus Financial Partners.

Nicholas Thompson is a financial advisor at Chicago Wealth Management, Inc. with 13 years of industry experience. He holds the Series 65 designation and has been with Chicago Wealth Management since 2007. Chicago Wealth Management, Inc. is an SEC-registered advisory firm operating as a four-advisor team managing approximately $307 million for individuals, non-profits, and institutional clients. The firm uses a tactical investment approach focused on maximizing absolute long-term returns while limiting large portfolio losses, employing a mix of equities, ETFs, mutual funds, fixed income, and selective options strategies with periodic rebalancing informed by proprietary signals.

Jason Andryzak is a financial advisor at Unique Wealth Strategies with 18 years of industry experience. He holds the Series 66 designation and previously worked at Private Advisor Group, LLC and LPL Financial, LLC. Unique Wealth Strategies serves individuals, small businesses, trusts, estates, and charitable clients with asset management, financial planning, and retirement plan services. The firm offers asset management through its proprietary wrap program and provides ERISA plan advisory roles, employing a mix of fundamental, technical, quantitative, and modern portfolio theory approaches.

Andrew Nigh is a CFA® charterholder with two years of industry experience. He is currently with Embree Financial Group and has previously worked at Envestnet, Frontier Partners, MSCI, and Northern Trust. Embree Financial Group provides holistic financial planning, discretionary investment management, and retirement plan consulting to individuals and institutions, including high net worth clients and corporations. The firm employs a fiduciary approach using fundamental, technical, and cyclical analysis, investing primarily in no-load mutual funds, ETFs, and individual securities.

George Tkaczuk is a financial advisor at RCM Wealth Advisors in Chicago, IL, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Know Your Options, LLC since 2011. RCM Wealth Advisors is a multi-advisor SEC-registered firm managing approximately $324 million for around 530 clients. The firm offers portfolio management and financial planning services to individuals, pension and profit-sharing plans, and corporate clients, utilizing a combination of fundamental and cyclical analysis alongside various tactical and options-based strategies.

Kelly Zownorega is associated with Serenity Investment Advisors and holds a Series 65 designation. Kelly has been in the industry for less than one year, previously working as an office manager and in education roles. Serenity Wealth Management offers fee-based investment advisory and financial planning services to a broad range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a tactical allocation approach supported by fundamental analysis and proprietary model portfolios, managing both discretionary and non-discretionary assets.

Sean Moran is a CFP® with 21 years of experience in financial services. He is currently with Pinnacle Financial Group LLC and has previously worked at Charles Schwab and UBS Financial Services Inc. Pinnacle Financial Group LLC is a fee-only, SEC-registered 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 to provide personalized financial planning and investment management.

William Tasker is a financial advisor at 4 Wealth Advisors, Inc. with 20 years of industry experience. He holds the Series 66 designation and has prior experience at Retirement Income Management, Inc. and Mach 6, LLC. Tasker also serves as an adjunct professor teaching finance classes at Lewis University. 4 Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized portfolio management and financial planning solutions, utilizing a variety of analytical methods and maintaining affiliations with accounting and insurance entities.

Peter Clementz is a financial advisor at RCM Wealth Advisors in Chicago, IL, holding a Series 65 designation. He has one year of industry experience, having joined RCM Wealth Advisors in 2025. Prior to this, he worked at Culvers and Aurora University, and has experience in the fitness industry through XSport Fitness. 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, offering portfolio management and financial planning with a focus on tailored strategies and a combination of fundamental and cyclical analysis.

Matthew Cavanaugh is a financial advisor at XXI Wealth, LLC with 10 years of industry experience. He holds a Series 65 designation and has previously worked at MAI Capital Management LLC, Intersect Capital LLC, GTS Securities, LLC, TRU Trading LLC, and CMZ Trading. XXI Wealth serves individuals, high-net-worth clients, trusts, estates, and select retirement plans, providing comprehensive financial planning and portfolio management. The firm employs tailored asset-allocation strategies including a range of investment vehicles and is notable for its use of margin and derivatives within separately managed accounts, serving a limited client base with a customized service model.

Conner Boillat is a CFP® professional at LVW Advisors, LLC in Chicago, IL, with one year of industry experience. His prior roles include positions at The Sales Collective and multiple entrepreneurial ventures such as The Hobby Edge, Inc. and RocPokemon. LVW Advisors provides customized wealth management and financial planning for high-net-worth individuals, families, trusts, and institutional clients. The firm emphasizes asset allocation and diversification, employs both passive and active investment strategies, and leverages a notable affiliate network through Focus Financial Partners to offer specialized client solutions.

David Jutovsky is a financial advisor with Financial Solutions Advisory Group in Chicago, holding the PFS™ credential and Series 63 and 65 licenses. He has 24 years of industry experience, including roles at Hightower Advisors LLC and Leonetti & Associates, LLC. Outside of his advisory work, he serves as president of JDL Private Tax Services, a tax preparation company. Financial Solutions Advisory Group manages approximately $900 million in discretionary assets for individuals, corporations, pension and profit-sharing plans, and trusts. The firm employs a comprehensive investment approach that combines fundamental, technical, quantitative, and qualitative analysis, and it emphasizes pension and profit-sharing plan consulting and participant education.

Sarah Stone is a financial advisor at Vestor Capital, LLC in Chicago, IL, holding a Series 65 credential. She has one year of experience in the advisory industry, including prior roles at AlphaSense and Watson Dwyer. 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 uses an Investment Committee to guide diversified strategies across multiple asset classes and offers co-advisory programs, standalone planning services, and access to affiliated offerings through Focus Financial Partners.

Justin Terzo is a financial advisor with Lake Street in Chicago, IL, holding a Series 66 designation and 16 years of industry experience. He has worked at Lake Street Financial since 2018 and previously spent eight years with Bank of America and Merrill. Mr. Terzo is also licensed as an insurance agent in Illinois and engages in related activities on a limited basis. Lake Street serves individual and high-net-worth clients, as well as business entities, retirement plans, trusts, estates, charitable organizations, private foundations, and insurance companies. The firm offers a range of investment management and advisory services, combining fundamental and technical analyses with an emphasis on diversification, tax awareness, and alignment to client risk profiles, and is notable for sponsoring affiliated private funds available to certain clients.

Christopher Recker is a financial advisor at AZA Capital Management in Chicago, IL, with 18 years of industry experience. He has been with AZA Capital since 2014 and holds Series 63, Series 65, and Series 66 designations. Outside of his advisory role, Mr. Recker owns Atmos, LLC, a business focused on operational continuity services unrelated to investment management. AZA Capital Management serves individuals, families, financial advisors, institutions, retirement plans, and charitable organizations. The firm employs quantitative and qualitative methods to implement tactical, multi-factor asset allocation strategies primarily using index-based ETFs and custom fixed-income portfolios, and it frequently acts as a sub-advisor or strategy provider to other advisers and platforms.

Jacob Shamblott is a CFP® professional at Blue Line Capital with eight years of industry experience. He has held roles at BNY Mellon, LPL Financial, BMO Harris Bank, Bank of America, Merrill, and the University of Kansas. Shamblott is based in Chicago, IL, and has been with Blue Line Capital since 2024. Blue Line Capital is a team-based registered investment adviser managing approximately $131.9 million for about 121 clients. The firm offers discretionary portfolio management and comprehensive financial planning, utilizing a blend of fundamental, technical, and cyclical analysis alongside tactical and strategic asset allocation.