Jae Ha is a financial advisor at Chicago Oakbrook Financial Group with 24 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Ha has been with Chicago Oakbrook Financial Group since 2007 and previously worked at Commonwealth Financial Network. He is also the owner and president of Jae Ha Wealth Management, Inc., a private entity for his securities business. Chicago Oakbrook Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers customized wealth management, discretionary portfolio management, comprehensive financial planning, and retirement plan consulting, utilizing a wide range of securities and strategies tailored to client objectives.

Alberto Liz is a financial advisor at The Mosaic Financial Group, LLC in Chicago, IL, with 10 years of industry experience. His prior roles include positions at Goldman, Sachs & Co. LLC and a Single Family Office. He holds Series 66 and Series 65 designations. The Mosaic Financial Group serves primarily high-net-worth individuals and a range of institutional clients, providing investment advisory, estate and financial planning, tax preparation, and bookkeeping services. The firm emphasizes asset allocation and integrates tax and accounting services into its wealth management offering.

Anthony Pellegrino is a financial advisor with Goldstone Financial Group, LLC, holding a Series 65 license and 12 years of industry experience. He has been with Goldstone Financial Group since 2015 and has been associated with the broader GoldStone Financial Group since 2004. Outside of advising, he is a licensed insurance agent and a minority co-owner of Nationwide Investment Solutions, LLC, which holds equity in another registered investment adviser. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing approximately $1.05 billion across 1,675 client relationships. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers, employing diverse strategies that include mutual funds, ETFs, fixed income, and alternative investments.

Michael Wolcott Jr. is a CFA® charterholder with 15 years of experience in the financial industry. He has been with Studio Investment Management since 2011, where he is part of a four-advisor team based in Chicago, IL. Studio Investment Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, partnerships, retirement plans, and certain government entities. The firm manages approximately $903 million in discretionary assets and employs an investment approach focused on fundamental analysis, price sensitivity, and long-term strategies across a variety of securities.

Montaser Takrouri is a financial advisor at Azzad Asset Management, Inc. in Chicago, IL, holding a Series 65 designation with one year of industry experience. His prior work includes roles at PricewaterhouseCoopers LLP and the University of Illinois Chicago. Azzad Asset Management provides investment management and financial planning services to a diverse range of clients, including individuals, retirement plans, charitable institutions, and small businesses. The firm focuses on socially responsible Islamic investing, utilizing proprietary screening tools to exclude companies involved in certain industries, and offers a mix of internally managed portfolios and independent model managers.

John Fitzpatrick is a financial advisor at Oak Family Advisors, LLC in Chicago, holding a Series 65 designation with 14 years of industry experience. He has been with Oak Family Advisors since 2010. Outside of his advisory role, Fitzpatrick serves as chairman of Oak Street Management Co. LLC, a manager of real estate-related investments, and as a non-executive director of AIG. 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 complemented by technical tools and a core-and-satellite asset allocation strategy, offering global diversification through a combination of in-house equity and fixed income holdings, passive ETFs, and selected active managers.

William Embree is a financial advisor at Embree Financial Group in Chicago, IL, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CitiGroup Global Markets Inc. for 19 years before joining Embree Financial Group in 2017. 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 manages assets using fundamental, technical, and cyclical analysis, investing primarily in no-load mutual funds, ETFs, and individual securities, while offering customized reporting and fee arrangements.

Samuel Gettis is a financial advisor at Solyco Wealth LLC with seven years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at JP Morgan Chase Bank, N.A. He also has experience with nonprofit organizations, having been involved with Boys Hope Girls Hope of NYC. Solyco Wealth serves individuals, high net worth individuals, trusts, estates, businesses, and retirement plans, offering discretionary investment management and written financial planning services. The firm employs a mix of fundamental and technical analysis and manages client assets on a discretionary basis, with additional tax preparation and accounting services available through an affiliated entity.

Christian Francaviglia is a Financial Solutions Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their personal priorities and develop strategies tailored to pursue their financial goals. His approach includes guiding clients on topics such as investing, retirement planning, funding education, and managing unexpected expenses. Christian holds a Bachelor's Degree from the University of Iowa and has earned several professional designations, including Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). He is involved with the organization PAWS Chicago.

Jonathan Kruger is a ChFC® with 38 years of industry experience, currently serving as an advisor at Rothschild Wealth LLC since 2019. His prior experience includes roles at Halo Securities LLC, Proequities Inc, Protective Life Insurance Company, and Pacific Select Distributors. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, corporate executives, trusts, retirement plans, and institutional clients. The firm employs asset-allocation models informed by quantitative analysis and client questionnaires, offering portfolio management, financial planning, and retirement consulting through a combination of mutual funds, ETFs, individual securities, and external sub-advisers.

William Gottfried is a financial advisor at Goldstone Financial Group, LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors, Prudential Insurance Company of America, and Wealth Enhancement Advisory Services. Goldstone Financial Group is an SEC-registered investment adviser managing over $1 billion across approximately 1,675 clients. The firm provides discretionary portfolio management, financial planning, and access to sub-advisers and third-party model portfolios, employing strategies that include mutual funds, ETFs, fixed income, and select alternative investments.

Keith Schwefel is a financial advisor with Geneva Partners, LLC in Chicago, IL. He holds a Series 65 designation and has eight years of industry experience. Prior to joining Geneva Partners in 2017, he worked at the Washington DC Chamber of Commerce and Illini Media. Geneva Partners manages approximately $423.6 million for about 550 clients, providing discretionary investment supervisory services and individual portfolio management to individuals, charitable organizations, and retirement plans. The firm customizes investment policies through client interviews and employs both fundamental and technical analysis for long- and short-term strategies.

Stephen Baby is a financial advisor with Rothschild Investment LLC in Chicago, IL, holding Series 63 and Series 65 designations and nine years of industry experience. His work history includes roles at Rothschild Investment Corporation since 2022, JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2018 to 2022, and Ronin Capital LLC from 2016 to 2018. 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 uses client-specific asset allocation models and quantitative analysis, and offers services including portfolio management, retirement plan consulting, and management of pooled vehicles and an affiliated private fund.

Lauren Connelly is a CFP®-credentialed financial advisor at Vestor Capital, LLC with 12 years of industry experience. She previously worked at Bank of America, N.A. and Merrill before joining Vestor Capital. Connelly serves as a board member of the Lichen Sclerosus Support Network and is also part of the Ambassadors Council for the YWCA Metropolitan Chicago. 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 utilizes fundamental research and diversified strategies across multiple asset classes.

Sara Barry is a financial advisor at Vestor Capital, LLC in Chicago, IL, with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Vestor Capital and its affiliated entities since 2013. 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, offering a variety of equity and fixed income strategies supported by an internal Investment Committee that centralizes decision-making.

Joseph Sindelar is a financial advisor at Rothschild Investment LLC with 22 years of industry experience. He holds a Series 65 designation and has worked at Rothschild Investment Corporation since 2020. Prior to that, he was employed at Lasalle Street Capital Management, LLC, and Chicago Asset Management Company in various capacities totaling over a decade of experience. 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 utilizes client-specific asset allocation models and a range of analytical tools, offering both discretionary and non-discretionary portfolio management along with retirement plan consulting and oversight of third-party sub-advisers.

Colin Kelly is a financial advisor with Strategic Investment Solutions, Inc. in Orland Park, IL, holding Series 63 and Series 65 licenses and offering 31 years of industry experience. His prior work includes positions at Purshe Kaplan Sterling Investments, LPL Financial Corporation, and Waterstone Financial Group. Strategic Investment Solutions is an SEC-registered advisory firm serving individuals, including high-net-worth clients, pension and profit-sharing plans, and trustees. The firm provides discretionary portfolio management and model portfolio programs that incorporate Modern Portfolio Theory and the Efficient Markets hypothesis, emphasizing diversified, largely passive, long-term investments.

Eric Papenhagen is a CFP® professional with over 16 years of industry experience. He has been with North Star Investment Management Corporation since 2020 and previously worked at Vision Investment Services, Inc. and MB Financial. Papenhagen is based in Chicago, IL, and holds a Series 63 license. 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, and family office services. The firm manages approximately $2.5 billion in client assets and emphasizes the use of its own mutual funds within client portfolios.

Ellis Rutili is a financial advisor at Centric Wealth Management, LLC in Chicago, IL, holding Series 65 and Series 66 licenses with two years of industry experience. Prior to joining Centric Wealth Management in 2024, he worked at TEGUS for six years and spent one year with Merrill Lynch. He also has a background in academia from Lake Forest College. Centric Wealth Management is an SEC-registered advisory firm that provides discretionary investment management, financial planning, and retirement-plan participant account management to individual clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis, along with proprietary model strategies and third-party software, to construct individualized asset allocations.

Jennifer Clifford is a CFP® professional with 10 years of industry experience, currently serving at Embree Financial Group in Chicago, IL. She has been with Embree Financial since 2003. Outside of her advisory role, she owns SISU FOR ME LLC, a consulting business focused on assisting divorcing individuals. Embree Financial Group provides holistic financial planning, discretionary investment management, and retirement plan consulting to individuals and institutions, including high net worth clients and corporate plans. The firm employs a fiduciary approach, utilizing fundamental, technical, and cyclical analysis to manage portfolios primarily invested in no-load mutual funds, ETFs, and individual securities.