Stephen Mccormick is a financial advisor at Rothschild Wealth LLC with two years of industry experience. He holds a Series 65 designation and has worked at Sentinus, LLC since 2022, following a brief tenure at Wealth Planning Network. Rothschild Wealth serves individuals, high-net-worth clients, corporate executive groups, retirement plans, trusts, foundations, and institutional clients by providing portfolio management, financial planning, and retirement and investment consulting. The firm employs asset-allocation models that consider tax, estate, cash flow, and risk factors, utilizing mutual funds, ETFs, individual securities, and third-party managers.

Samuel Ogles is a CFP®-designated financial advisor with six years of industry experience, currently with Timothy Financial Counsel, Inc. He has prior experience at Thrivent Financial and operates Formation Circle LLC, a spirituality-focused business offering speaking, writing, teaching, and facilitation on faith-related topics. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm emphasizes advisory and implementation coaching with a focus on diversified exposure through no-load mutual funds and ETFs, asset allocation, and periodic rebalancing.

Timothy Kuntz is a CFP® professional with 11 years of industry experience, currently serving at Vantage Point Financial, LLC since 2019. He previously worked at Sigma Financial Corporation and SPC. Kuntz is a co-author of the book *Elevate Your Retirement: The Path to Financial Clarity and Confidence* and manages aspects of operations and strategic planning for multiple affiliated entities. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners, offering investment management, financial planning, and wealth consulting. The firm employs a fiduciary, customized approach focused on long-term portfolio construction using a variety of investment vehicles and provides integrated planning advice, including tax and estate-planning coordination through affiliated entities.

Ryan Todd is a financial advisor with Lake Street, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Lake Street Financial since 2020 and has previous experience with Bank of America and Merrill starting in 2015. 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 employs a multi-faceted investment approach that includes fundamental, technical, and cyclical analyses, emphasizing asset allocation, diversification, and tax-awareness, and offers access to affiliated private investment funds for qualified investors.

Samuel Hord is a financial advisor with Rothschild Investment LLC in Chicago, IL, holding a Series 66 designation and 11 years of industry experience. He has been with Rothschild Investment since 2014. Outside of his advisory role, he is involved with The Flats at ISU and Illinois State University. Rothschild Investment serves a diverse client base including individuals, families, trustees, corporations, and institutional clients, offering portfolio management, financial planning, and retirement plan consulting. The firm utilizes asset-allocation models tailored to client objectives and employs a variety of investment vehicles and analytical methods to manage portfolios.

Whitney Ribbens is a CFP® professional with nine years of industry experience, currently serving at Chicago Wealth Management, Inc. since 2010. She is part of a four-advisor team based in Chicago, IL. Chicago Wealth Management, Inc. manages approximately $307 million for individuals, non-profits, and institutional clients, offering discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs a tactical investment approach aimed at maximizing long-term returns while limiting large portfolio losses, utilizing a diversified mix of asset classes and proprietary signals for periodic rebalancing.

Tyler Bolla is a CFP® professional with 10 years of industry experience. He is currently with Hilltop Wealth & Tax Solutions and has previously worked at Charles Schwab, Bank of America, and Merrill. Hilltop Wealth & Tax Solutions serves individual and institutional clients with integrated financial planning, tax planning, and discretionary portfolio management that incorporates tax and estate considerations. The firm offers customized investment strategies and combines advisory services with affiliated tax and bookkeeping capabilities.

Jason Paplaski is a financial advisor at Serenity Investment Advisors in Chicago, IL, with 16 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at LPL Financial, Charles Schwab, and Optionsxpress Inc. Serenity Wealth Management provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a tactical allocation approach supported by fundamental analysis and uses proprietary model portfolios tailored to client risk profiles.

Kenneth Daemicke is a financial advisor with MPS-LORIA Financial Planners, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with firms including Cherry Bekaert Advisory, Mueller & Co., and Mulcahy, Pauritsch, Salvador, Ltd., and he has led his own consulting firm, AllPro Financial Solutions Ltd., since 1981. Daemicke also serves as an independent licensed insurance agent and provides consulting services in tax preparation, planning, and advisory. MPS-LORIA Financial Planners, LLC serves a diverse client base including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm employs an open-architecture, predominantly discretionary investment approach that emphasizes diversified portfolios constructed with no-load mutual funds and ETFs, supported by quantitative screening and research.

Maureen James is a financial advisor with Apollon Financial, LLC in Downers Grove, IL. She holds Series 63 and Series 65 licenses and has 16 years of industry experience. Her prior roles include positions at Highpoint Advisor Group and LPL Financial. In addition to her advisory role, she has provided bookkeeping services since 2001. Apollon Financial, LLC is an SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion with a team of 16 advisors, offering financial planning, portfolio management, and access to private and alternative investments through a combination of centrally managed models and advisor-led portfolios.

Brian Korienek is a financial advisor with Goldstone Financial Group, LLC, holding a Series 66 license and 12 years of industry experience. He has worked with Goldstone Financial Group since 2014 and was previously associated with TCM Securities Inc. He is also a licensed insurance agent offering life, health, and fixed annuities. Goldstone Financial Group provides investment advisory and financial planning services to individuals and high-net-worth clients. The firm employs a mix of fundamental, technical, and quantitative methods aligned with modern portfolio theory and offers a variety of strategies including tactical ETF models and alternative approaches such as options-based and hedged strategies.

Stephanie Crosby is a financial advisor at LCM Capital Management Inc. in Chicago, IL, holding a Series 65 designation with three years of industry experience. Her prior work includes roles at LQD Business Finance, First Look Properties, and Johnson Law LLC. 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 emphasizes fundamental issuer analysis, long-term equity holdings mainly from the S&P 500 and EAFE universes, and periodic portfolio rebalancing.

Brian Baker Jr. is a CFP® with 13 years of experience at Vestor Capital, LLC, where he has worked since 2013. He also served at Vestor Capital Securities, LLC from 2013 to 2020. Outside of his advisory role, he is a managing member of two real estate investment businesses based in Chicago. Vestor Capital provides investment and wealth management, portfolio management, and financial planning services to individuals, nonprofit organizations, foundations, and qualified retirement plans. The firm employs a centralized Investment Committee approach with diversified strategies across various asset classes and maintains relationships with third-party firms to offer co-advisory and sub-advised services.

Matthew Hart is a CFP® professional at Feldman, Ingardona & Co with three years of industry experience. He has been with the firm since 2019 and previously worked at Aon from 2015 to 2019. Feldman, Ingardona & Co provides investment advisory and portfolio management services primarily to high-net-worth individuals, families, and institutional clients, focusing on long-term strategic asset allocation and manager selection. The firm employs a combination of active and passive mutual funds and ETFs, regularly reviews portfolios, and offers both discretionary and non-discretionary management.

Frank Schulz is a financial advisor at RCM Wealth Advisors in Chicago, IL, with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has been with RCM Wealth Advisors since 2015. RCM Wealth Advisors is a multi-advisor SEC-registered firm managing approximately $324 million for around 530 clients, offering portfolio management and financial planning services to individuals, pension and profit-sharing plans, and corporate clients. The firm’s investment approach combines fundamental and cyclical analysis, supported by a weekly Investment Policy Committee, and includes a variety of strategies such as ETF-driven allocations and options-based programs with hedging overlays.

Paul Merrick is a CFA® charterholder with 20 years of industry experience. He has been with Riverpoint Wealth Management since 2013 and previously worked at LPL Financial LLC. Merrick holds a Series 66 license and is based in Chicago, IL. Riverpoint Wealth Management serves individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable and corporate entities. The firm offers discretionary asset management, financial planning, and consulting services, emphasizing customized portfolio construction, quantitative analysis, and ongoing monitoring through an investment committee.

Haili Cochran is a financial advisor at Timothy Financial Counsel, Inc. with one year of industry experience. She holds a Series 65 designation and has worked at Timothy Financial Counsel since 2024, following roles at First Trust and Centric Bank. Her background includes diverse work experience spanning education and retail. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm offers project-based advice focused on comprehensive financial planning topics and favors diversified, no-load mutual funds and ETFs with an emphasis on asset allocation and rebalancing.

Connor Ladone is a financial advisor at Rothschild Wealth LLC with four years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services and Baxter International. Rothschild Wealth LLC serves individuals, high-net-worth clients, corporate executive groups, trusts, pension and profit-sharing plans, and other institutional and tax-exempt entities. The firm uses asset-allocation models and quantitative tools to construct and manage portfolios across various investment vehicles, offering comprehensive financial planning, portfolio management, and retirement plan consulting services.

Matthew Stadler is a financial advisor at Embree Financial Group with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at LPL Financial Corporation since 2009. Stadler is also associated with Moody Investment Advisors and Waterstone Financial Group, both since 2003. Embree Financial Group provides holistic financial planning, discretionary investment management, and retirement plan consulting to individuals and institutions. The firm serves high net worth individuals, families, pension and profit-sharing plans, trusts, and corporations, employing a fiduciary approach with fundamental, technical, and cyclical analysis supported by advanced performance metrics.

Benjamin Altman is a financial advisor at Altman Advisors in Chicago, IL, holding a Series 66 designation with 22 years of industry experience. He has been with Altman Advisors since 2016 and also maintains a role at Purshe Kaplan Sterling Investments. Altman Advisors provides discretionary portfolio management and investment consulting services to individuals, trusts, retirement plans, and business clients. The firm emphasizes fundamental analysis, strategic asset allocation, and utilizes quarterly monitoring with both long- and short-term strategies, including the use of derivatives and alternative investment products.