Samantha Dubuque is a financial advisor at Vestor Capital, LLC with 15 years of industry experience. She holds Series 65 and Series 63 licenses and has been with Vestor Capital and its affiliated entity since 2012. 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 utilizes a centralized Investment Committee that employs fundamental research to implement diversified strategies across multiple asset classes and also offers co-advisory and sub-advised fixed-income programs.

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.

Robert Sweet is a CFA® charterholder with four years of industry experience, currently serving as an advisor at Horizon Investment Services, LLC. He has been with Horizon since 1999. Outside of his advisory role, he is involved in editorial consulting through his ownership of Innovations, where he edits copy for clients. 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 fundamental research process combined with a proprietary quantitative stock-rating system and offers a range of strategies including equity, income, ETF-based, and socially/faith-based overlays.

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.

Alexandra Nelson is a financial advisor at Strategic Investment Solutions, Inc. with three years of industry experience. She holds a Series 65 designation and previously worked at Price Waterhouse Coopers and Northern Illinois University. Strategic Investment Solutions is a multi-advisor SEC-registered firm that provides discretionary portfolio management and model-portfolio services to individuals, pension and profit-sharing plans, trusts, and estates. The firm employs a hybrid passive approach based on asset allocation and the Efficient Markets framework, using diversified portfolios primarily composed of institutional funds from Dimensional Fund Advisors.

Justin Terzo is a financial advisor at Lake Street with 16 years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America and Merrill prior to joining Lake Street in 2018. Terzo is licensed as an insurance agent in Illinois and may offer insurance products on a commission basis. Lake Street Private Wealth provides discretionary investment management, financial planning, and fiduciary services to individuals, high-net-worth clients, business entities, and various types of plans and trusts. The firm emphasizes institutional cost structures, global diversification, tax minimization, and asset-class allocation through a mix of analytical approaches.

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.

Kaitlin Hyland is a financial advisor at Horizon Wealth Management with four years of industry experience. She holds the Series 65 designation and has worked previously at Cresset Asset Management and Horizon Wealth Management. Horizon Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term, fiduciary investment approach using diversified portfolios of mutual funds, ETFs, and individual securities, supported by ongoing monitoring and periodic reviews.

Aaron Harrison is a financial advisor at Vertis Wealth, LLC with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services, Inc., Citizens Securities Inc., and Catholic Funeral Services. Vertis Wealth provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as corporations and charitable organizations. The firm emphasizes long-term, value-oriented equity selection, strategic asset allocation, and option strategies, tailoring services to client objectives.

Kyle Redd is a financial advisor at Vertis Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Trifound Advisory since 2022 and TriFound Financial since 2014. Outside of advisory services, he is also an insurance agent, offering insurance products and services to clients. Vertis Wealth provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as corporations and charitable organizations. The firm emphasizes long-term, value-oriented equity selection, strategic asset allocation, and option strategies, tailoring services to client objectives.

Melissa Diamond is a financial advisor with North Star Investment Management Corporation in Chicago, IL, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has worked at North Star since 2003 and at NewEdge Securities since 2016. North Star Investment Management Corporation serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing discretionary portfolio management, financial planning, and family office services. The firm manages approximately $2.5 billion in client assets and frequently utilizes its proprietary mutual funds within client portfolios.

David Dickman is a CFP®-designated financial advisor with seven years of industry experience. He is currently with Rothschild Investment LLC and previously worked at JPMorgan Securities LLC and J.P. Morgan. Rothschild Investment serves a diverse client base including individuals, families, institutions, and retirement plan sponsors. The firm provides portfolio management, financial planning, and retirement plan consulting using tailored asset-allocation models and a combination of mutual funds, ETFs, and individual securities.

Collin Woulfe is a financial advisor at Greenstone Belt Wealth Advisors, LLC in Chicago, IL, holding a Series 65 designation. He has two years of prior experience at ORBA Wealth Advisors and began his financial services career after roles in education at Saint Xavier University and Lockport Township High School. Greenstone Belt Wealth Advisors serves individuals and families, including high-net-worth clients, providing fee-based financial, estate, tax, and retirement planning alongside discretionary portfolio management. The firm’s investment approach is based on modern portfolio theory with an emphasis on diversification, cost minimization, and after-tax efficiency.