Edward Keating is a CFA® charterholder with four years of industry experience, currently serving as an advisor at SAGE Private Wealth Group, LLC. Prior to joining SAGE, he worked at Calamos Wealth Management LLC and BMO Harris Bank. He is actively involved in the Waubonsee Community College Foundation, serving as board president and participating in finance, investment, and scholarship committees. SAGE Private Wealth Group provides wealth management and discretionary portfolio management to individuals, retirement plans, trusts, estates, and businesses. The firm offers customized investment strategies and family office services, utilizing a variety of asset classes and ongoing portfolio monitoring.

Igor Yukhvidin is a financial advisor at Vertex Partners with a Series 65 designation and experience beginning in 2025. Prior to joining Vertex Partners, he worked at JP Morgan Chase Bank for seven years and Ernst & Young for four years. Vertex Partners provides advisory services to a range of clients including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm emphasizes tailored portfolios based on risk tolerance, time horizon, and liquidity needs, utilizing a variety of investment vehicles and ongoing portfolio monitoring.

William Henry is a CFA® charterholder affiliated with Willis Towers Watson Securities, LLC. He has been with Willis Towers Watson entities since 2010 and has one year of experience at his current firm in Chicago, IL. He is also associated with Towers Watson Retiree Insurance Services, Inc. Willis Towers Watson Securities, LLC provides retirement-focused investment advisory services primarily through its Via Retirement platform, which offers web-based financial planning, discretionary model portfolios, and access to investment adviser representatives. The firm’s approach emphasizes diversified model portfolios and asset-allocation modeling supported by affiliated sub-advisers and insurance brokerage activities within the broader Willis Towers Watson organization.

Bradley Schaffnit is a financial advisor at Apollon Financial, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Highpoint Advisor Group, LLC and LPL Financial, LLC. His outside business activities include involvement with Leaders Partners, Inc., a non-variable insurance firm. Apollon Financial, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team of 16 advisors, offering financial planning, portfolio management, retirement-plan advisory, and access to private and alternative investments.

Daniel Hord is a CFA® charterholder with 51 years of industry experience. He has been with Rothschild Investment Corporation since 1991 and is currently affiliated with Rothschild Investment LLC in Chicago, IL. Rothschild Investment serves individuals, families, trustees, corporations, pension and profit-sharing plans, retirement plan sponsors, foundations, and other institutional clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and selection of third-party sub-advisers, using asset-allocation models tailored to client objectives and employing a range of investment vehicles and analytical methods.

Dory Rodriguez is a financial advisor with Apollon Financial, LLC, holding CFP® and Series 66 credentials and bringing 25 years of industry experience. Prior to joining Apollon Financial in 2024, he worked at LPL Financial and HighPoint Advisor Group LLC. He has additional business activities that include sales of non-variable insurance products. Apollon Financial, LLC is an SEC-registered advisory firm serving individuals, families, family offices, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team of 16 advisors and offers financial planning, portfolio management, retirement-plan advisory, and access to private and alternative investments using a combination of centrally managed models, advisor-led portfolios, and sub-advisers.

Robert Thompson is a CFP® with 36 years of industry experience, currently serving at Harvest Investment Services, LLC. His career includes roles at Midland States Bank, Fifth Third Bank, and Concourse Financial Group Securities Inc. He is president of Progressive Financial Planning Services Inc., an independent financial planning practice, and serves as board president-chair of the Oak Lawn Public Library Foundation as well as a consultant to Virtu Broadband LLC. 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 fundamental, technical, and cyclical analysis, and offers specialized services such as ERISA 3(38) investment management and held-away 401(k) account management.

Edward Pettegrew IV is a Series 66-registered financial advisor at Arena Private Wealth with five years of industry experience. He previously worked at Meaden & Moore Financial Services, LTD and Avantax Advisory Services. Outside of his advisory role, he has provided wealth management and financial services at Meaden & Moore, including client relationship management and financial advice. Arena Private Wealth serves individuals and high-net-worth clients by offering financial planning, portfolio management, and customized investment strategies, including covered-call strategies. The firm also sponsors pooled investment vehicles and private funds and employs a combination of fundamental, technical, and modern portfolio approaches.

Alexander Murzyn is a financial advisor at LFG Wealth Partners, LLC in Chicago, IL. He holds a Series 65 designation and has been with the firm since 2025. Prior to his current role, Murzyn worked in the logistics industry at Avenue Logistics, Redwood Logistics, Energy Transportation Group, and Echo Global Logistics. LFG Wealth Partners serves individuals, including high-net-worth clients, and retirement plan sponsors with personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA 3(21)/3(38) plan services. The firm employs a mix of fundamental, technical, and cyclical analysis in its investment approach, including direct indexing, options trading, and strategic asset allocation.

Brenton Newell is a Series 65-licensed financial advisor with Harvest Investment Services, LLC, where he has worked since 2015. He has three years of industry experience and has held positions at Wheaton College, Visionworks, Evangel University, College of DuPage, CYT Chicago, and Newell Christian Academy High School. Harvest Investment Services, LLC provides portfolio management, financial planning, and consulting services to a diverse client base, including individuals, retirement plans, trusts, and corporations. The firm employs a multi-advisor team approach and offers tailored investment strategies that incorporate fundamental, technical, and cyclical analysis, alongside specialized services such as ERISA 3(38) management and held-away 401(k) account oversight.

Matthew Moulton is a CFP® professional with seven years of experience in financial advising. He is affiliated with Signature Financial Services, Ltd and has worked at First Heartland Capital Inc and Signature Advisors Group. His background includes a role as an Associate Financial Planner at Signature Advisors Group. Signature Financial Services provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and business entities. The firm employs an asset-allocation driven approach grounded in modern portfolio theory, utilizing model portfolios, institutional strategists, and a range of investment vehicles including mutual funds and ETFs.

Andrew Kitay is a CFP® affiliated with Urban Financial Advisory Corporation in Chicago, IL, where he has worked since 2020. Prior to joining Urban Financial Advisory, he held positions at EY and The Ohio State University. Kitay has six years of industry experience. Urban Financial Advisory Corporation serves mid- to high-net-worth individuals and related entities, offering comprehensive financial planning, portfolio management, tax compliance, and estate tax planning services. The firm integrates investment advice with in-house accounting and access to attorney-provided estate services, operating on a fee-based model with a planning-first approach.

Jason Tosh is a CFP® with 19 years of experience in the financial industry. He currently serves as Managing Director and Private Wealth Advisor at Objective Capital Management, LLC, and has prior experience with Fifth Third Securities and Mutual Securities, Inc. Outside of his advisory work, he manages administrative operations at Tosh Watt Partners, LLC. He is part of Arena Private Wealth, a multi-advisor firm that provides financial planning and portfolio management services to individuals and high-net-worth clients. The firm offers customized strategies, including manager selection and a covered-call approach for concentrated equity positions, and employs a combination of fundamental, technical, and modern portfolio techniques.

Kara Vance is a CFP® and Series 65 professional with 15 years of experience in financial advisory services. She has been with Timothy Financial Counsel, Inc. since 2016. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm that serves individuals, families, businesses, trusts, charities, and retirement plans. The firm provides project-based advice on various financial topics and emphasizes diversified exposure through no-load mutual funds and ETFs, asset allocation, and periodic rebalancing, without offering ongoing portfolio management or discretionary authority.

John Koenig is a CFP® and holds a Series 65 license with eight years at Capstone Financial Advisors Inc and a total of four years in the industry. Prior to joining Capstone, he worked at Heritage Wealth Architects, LLC for two years and was a part-time student for one year. Capstone Financial Advisors serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers portfolio management and financial planning with an investment process that emphasizes asset-class allocation, cost control, and tax positioning, managing approximately $2.44 billion in client assets across a multi-advisor team.

Tyler Qualio is a CFP® with 24 years of experience in the financial services industry. He is currently with Rothschild Wealth LLC and Rothschild Investment LLC, having previously worked at Halo Securities, LLC and Ausdal Financial Partners, Inc. Qualio serves on the advisory board of the Will County Community Foundation, where he is involved with charitable grants and community endeavors. Rothschild Wealth LLC provides portfolio management, financial planning, and retirement and investment consulting to individuals, high-net-worth clients, corporate executive groups, retirement plans, trusts, foundations, and other institutions. The firm employs a comprehensive asset-allocation approach that incorporates tax, estate, cash-flow, and risk considerations, utilizing a range of investment vehicles and ongoing portfolio monitoring.

Brandon Hardy is a financial advisor at Pekin Hardy Strauss, Inc. in Chicago, IL, with 24 years of industry experience. He has been with Pekin Singer Strauss Asset Management since 1997. Hardy holds the Series 63 and Series 65 designations. 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 factors and utilizes a variety of instruments, including derivatives, to manage income and risk.

Daniel Foxen is a financial advisor at Apollon Financial, LLC with 39 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at LPL Financial and The New England. Outside of advisory work, he is involved in life and long-term care insurance sales through Foxen Financial, Inc. Apollon Financial is an SEC-registered advisory firm serving individuals, families, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team of 16 advisors, combining centrally managed model strategies with locally led portfolios and sub-advisers. Its investment approach includes ESG risk-based models, Direct Indexing, tax-aware techniques, and access to private and alternative investments.

Paul Lambert is a financial advisor at Indivisible Partners with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill Lynch for three decades before joining Indivisible Partners in 2025. Lambert also serves as Chair of the Emeritus Board for the nonprofit Chicago Run and is involved with Bras Coupé, a nonprofit fishing camp in Canada, where he participates on the Executive and Membership Committees. Additionally, he consults for Bates Group LLC, assisting with business development and marketing. Indivisible Partners provides investment advisory and financial planning services to individuals, personal trusts, corporations, and retirement plans. The firm offers portfolio management, third-party manager selection, and ERISA plan advisory, delivering both discretionary and non-discretionary services tailored to client needs.

Eric Kuby is a financial advisor at North Star Investment Management Corporation with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at North Star since 2004, including prior experience with NewEdge Securities, Inc. He is involved in several investment-related activities, including serving as president of a holding company and as an investment committee member for a registered investment adviser. 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 assets and frequently uses its own mutual funds within client portfolios, offering a range of investment strategies implemented on a discretionary basis.