Juan Avila is a financial advisor at Centric Wealth Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Toroso Investments, LLC since 2012. Outside of his advisory role, Mr. Avila serves as a trustee for several organizations, including the Illinois Children's Healthcare Foundation and National Louis University, and is the founder of FARO Associates, LLC dba SHENIX®, a financial literacy company focused on the Latina/x community. Centric Wealth Management is a team-based advisory firm serving individuals, trusts, estates, and business entities with discretionary investment management and financial planning. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis to create customized portfolios aligned with clients’ goals and risk tolerances.

Kevin Loffredi is a CFP® professional with 29 years of industry experience. He is currently an investment adviser representative at Harvest Investment Services, LLC, where he has worked since 2017. Prior to this, he spent 11 years at ProEquities, Inc. In addition to his advisory role, he serves as a vice president at Morningstar, Inc., maintaining an online education tool for the broker/dealer community. Harvest Investment Services, LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and institutions. The firm employs an actively managed tactical strategy using various analytical approaches and offers specialized services such as ERISA 3(38) investment management and held-away 401k account management.

Owen Hardy is a financial advisor at Blue Line Capital with a Series 65 designation and two years of industry experience. Prior to joining Blue Line Capital in 2026, he worked at Stenger Family Office for three years and has held roles in various organizations including COhatch, Taylor University, Village Links of Glen Ellyn, and Wheaton Academy. Blue Line Capital is a team-based registered investment adviser managing approximately $132 million for about 121 clients. The firm offers discretionary portfolio management and financial planning services that integrate fundamental, technical, and cyclical analysis with both growth and value-oriented strategies, including options and futures where appropriate.

Peter Jarrett is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He has worked at Rothschild Investment LLC since 2018 and previously held roles at CMT Capital Markets Trading, Leo Burnett, and Young Life. Rothschild Investment LLC provides portfolio management, financial planning, and retirement plan consulting to individuals, families, trusts, foundations, corporations, and plan sponsors, with a focus on entrepreneurs and closely held business owners. The firm employs a long-term, individualized investment approach that integrates fundamental, technical, quantitative, and qualitative analysis.

Frank Moorman is a financial advisor at Goldstone Financial Group, LLC with a Series 65 designation and one year of industry experience. Prior to joining Goldstone, he worked at DBHW Wealth Partners and has held positions outside the financial sector, including roles at Pfister Hotel, Clarke Mosquito Control, and Potbelly. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing approximately $1.05 billion across more than 1,600 client relationships. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers and third-party model portfolios, employing diverse investment strategies including mutual funds, ETFs, fixed income, and select alternatives.

Gary Wozny is a financial advisor at LCM Capital Management Inc. in Chicago, IL, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked as an independent insurance agent since 1989. LCM Capital Management provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s investment approach focuses on fundamental issuer analysis, long-term equity holdings, and periodic rebalancing, managing approximately $365 million in client assets through a team of nine advisors.

Donald Robinson is a financial advisor with Vantage Point Financial, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at Northwestern Mutual and Thomas Canale. He has served as an ordained minister since 2017 and is vice president and a board member of Youth Outreach Services, Inc., a nonprofit serving youth and families in the Chicagoland area. Vantage Point Financial is a team of 16 advisors serving individuals, families, high-net-worth clients, and business owners with 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, while also incorporating alternative investments and tax planning through affiliated entities.

Matthew Blume is a financial advisor at Pekin Hardy Strauss, Inc. with 16 years of industry experience. He has been with Pekin Singer Strauss Asset Management Inc. since 2012. He holds a Series 66 designation. Pekin Hardy Strauss, Inc. provides investment management, financial planning, and retirement plan services to individuals, pension and retirement plans, registered investment companies, charitable organizations, and corporations. The firm employs a fundamental analysis and asset allocation approach that incorporates ESG criteria and uses a variety of instruments including mutual funds, ETFs, options, and futures to tailor portfolios to clients’ objectives and risk tolerances.

Jared Funk is a financial advisor at Embree Financial Group with 14 years of industry experience. He holds the Series 66 designation and previously worked at MML Investors Services and MassMutual for 12 years. Outside of his advisory role, Funk is involved in insurance brokerage focusing on individual and group life, health, disability, and long-term care products. Embree Financial Group provides holistic financial planning, discretionary investment management, and retirement plan consulting to individuals, families, trusts, and institutional clients. The firm serves a broad range of clients, including high-net-worth individuals, and manages portfolios using fundamental, technical, and cyclical analysis, primarily through mutual funds, ETFs, and individual securities.

Alexandra Andersen is a financial advisor at Greenstone Belt Wealth Advisors, LLC with a Series 65 license and one year of industry experience. She previously worked at Ostrow Reisin Berk & Abrams, Ltd for seven years and at Scribe America for two years. Greenstone Belt Wealth Advisors serves individuals and families, including high-net-worth clients, providing fee-based financial, estate, tax, and retirement planning, as well as discretionary portfolio management. The firm employs a diversified investment approach grounded in modern portfolio theory and offers additional services such as ERISA retirement plan consulting and fiduciary support.

Scott Sandee is a CFP® certificant with 21 years of industry experience. He is currently with Vertex Partners and has previously worked at Oxford Financial Group, Capital Group Private Client Services, Capital Bank & Trust Company, and BNY Mellon. Vertex Partners serves individuals, trusts, estates, retirement plans, and charitable and corporate entities through financial planning, investment and wealth management, consulting, and retirement plan consulting. The firm employs a combination of active and passive investment strategies, emphasizing asset allocation, diversification, and behavioral finance.

William Enoch is a financial advisor at Zuckerman Investment Group in Chicago, IL, holding Series 63 and Series 65 licenses with six years of industry experience. He has been with Zuckerman Investment Group since 2007. Outside of his advisory role, he operates a floral business in Wheaton, IL. Zuckerman Investment Group serves high net worth individuals, families, trusts, and charitable foundations by offering customized investment portfolios and comprehensive wealth management. The firm employs a value-oriented, long-term investment approach supported by internal research and team collaboration, managing approximately $1.9 billion across seven advisors.

John Wimbiscus is a CFP® with 24 years of industry experience, currently serving at Bates Financial Advisors, Inc. since 2026. He previously worked at The Mather Group, LLC and Trinity Financial Advisors, where he spent over two decades. Bates Financial Advisors, Inc. is an SEC-registered advisory team managing approximately $395 million for around 426 clients. The firm offers personalized portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporations.

Keith Schicker is a CFA® charterholder with six years of industry experience. He has been with Zuckerman Investment Group, LLC since 2013. The firm provides comprehensive family wealth management services to high net worth individuals, families, trusts, partnerships, retirement plans, and charitable foundations. Zuckerman Investment Group follows a value-oriented, long-term investment approach, managing approximately $1.9 billion across seven advisors.

William Harris is a financial advisor at Goldstone Financial Group, LLC with a Series 65 credential and one year of industry experience. Prior to joining Goldstone, he held positions at Phaidon International, Auto-Owner's Insurance, and Lou & Harry's Bar and Grill. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing approximately $1.05 billion for about 1,675 individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers and third-party model portfolios, using a range of investment strategies including mutual funds, ETFs, fixed income, and select alternatives.

Douglas Glick is a financial advisor with Total Clarity Wealth Management, Inc., holding a Series 66 designation and over 20 years of industry experience. He has worked at LPL Financial LLC since 2018 and previously spent five years at Cetera Advisor Networks LLC. Outside of advisory work, he is involved with Folkson, LLC, a farm business in Chicago. Total Clarity Wealth Management is a multi-advisor firm serving individual and high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary portfolio management, financial and retirement planning, and specialized services using a mix of model portfolios, third-party managed accounts, and in-house strategies.

Jason Blandford is a financial advisor at Vestor Capital, LLC with 22 years of industry experience. He holds a Series 66 designation and has been with Vestor Capital since 2017, previously working at TDAmeritrade Inc. from 2009 to 2017. 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 21 advisors and offers a range of strategies including concentrated equity portfolios, mutual funds, ETFs, fixed income, and alternatives.

James Viktora is a financial advisor with Strategic Investment Solutions, Inc. in Orland Park, IL, holding Series 65, 63, and 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Paychex. He is also involved with PayEntry, a business outside of his advisory work. Strategic Investment Solutions, Inc. provides discretionary investment supervisory services and model portfolio management to a diverse client base, including individual investors, high-net-worth clients, and pension plans. The firm emphasizes asset allocation and a passive, long-term buy-and-hold investment approach implemented through proprietary model portfolios and institutional funds.

Daniel Zuckerman is a CFA® charterholder with 12 years of experience in the financial advisory industry. He has been with Zuckerman Investment Group, formerly Asset Management Investors, since 2005. Zuckerman Investment Group provides comprehensive family wealth management services to high net worth individuals, families, trusts, partnerships, retirement plans, and charitable foundations. The firm employs a value-oriented, long-term investment approach focused on customized portfolios and tax-aware management across individual equities, fixed income, ETFs, mutual funds, and select alternative assets.

Gregory Nickum is a CFA® charterholder with 22 years of industry experience. He is currently with 4Wealth Advisors, Inc., where he has worked since 2023, following a 12-year tenure at Retirement Income Management, Inc. 4Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a range of analytical methods and offers customized portfolio management alongside modular and comprehensive financial planning.