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.

Daniel Fitzgerald is a CFP® with 13 years of industry experience, currently serving as an advisor at Pinnacle Financial Group LLC. He is a managing member of ALBATROSS41, LLC, which owns 50% of Pinnacle Financial Group. 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 and quantitative optimization, offering personalized financial planning and investment management through a small team of four advisors.

Christopher Anest is a financial advisor at Activ8 Family Office LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at Octagon Financial Services, Inc. for eight years and Cross America Partners for one year. Activ8 Family Office primarily serves professional athletes and their related families, trusts, estates, retirement vehicles, and businesses. The firm offers a Holistic Client Management Program that includes financial planning, investment management, cash management, and tax services, utilizing outsourced CIO and TAMP platforms with individualized portfolios.

Susan Szalczynski is a CFP® and holds a Series 66 license with 26 years of industry experience. She is affiliated with Signature Financial Services, Ltd and has worked at First Heartland Capital, Inc. and James B. Szal & Co. for over two decades. Signature Financial Services provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and business entities. The firm’s investment approach is asset-allocation driven and grounded in modern portfolio theory, utilizing model portfolios and institutional strategists across various asset classes.

Philip Gordon is a financial advisor at Altman Advisors in Chicago, IL, holding a Series 65 designation with two years of industry experience. Prior to joining Altman Advisors, he spent over two decades at Utah Valley University. Outside of his advisory role, he operates a short-term rental business in Denver through Pretty Big Orange, LLC. Altman Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm emphasizes fundamental analysis and strategic asset allocation, offering a broad range of investment instruments and a wrap fee program that absorbs transaction costs.

Anne Petty is a CFP® professional with 14 years of industry experience. She has worked at Doyenne Wealth Advisors since 2022 and was previously with Brownson, Rehmus & Foxworth, Inc. for six years. Based in Chicago, IL, she is part of a team of ten advisors at Doyenne Wealth Advisors. Doyenne Wealth Advisors provides personalized financial counseling and non-discretionary investment advisory services to high-net-worth individuals, senior corporate executives, and related trusts, foundations, and endowments. The firm emphasizes long-term, diversified asset allocation and operates on a fee-only, independent basis, managing over $1.8 billion under a non-discretionary model.

Robert Werr is a financial advisor with Dominion Portfolio Management, Inc., holding Series 63 and Series 66 credentials and possessing 33 years of industry experience. His career includes roles at Calton & Associates, Dominion Investor Services, Xceed Capital Management, National Life, and Equity Services. Outside of advisory work, he is an agent for several insurance companies selling life, disability, and health insurance. Dominion Portfolio Management, Inc. provides fee-based portfolio management to individuals, high-net-worth clients, and businesses, offering both discretionary and non-discretionary services primarily in individual securities, ETFs, and mutual funds. The firm uses multiple analytical approaches and allows account aggregation and third-party money managers as part of its service model.

Frederick Kort is a CFP® and Series 66-registered financial advisor with 19 years of industry experience. He is currently with Cura Wealth Advisors, LLC in Chicago, having previously worked at Arete Wealth Advisors, IHT Wealth Management, Insight Securities, and UBS Financial Services. Cura Wealth Advisors offers comprehensive portfolio management and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm manages over $527 million in assets and utilizes a variety of analytical methods and investment approaches, including options strategies, short sales, and access to alternative investments.

Qin Zhang is a financial advisor at Sun Global LLC with two years of industry experience. He holds a Series 65 designation and also serves as owner and president of FISO Group LLC, an insurance agency, where he manages and markets the business. Sun Global LLC provides discretionary portfolio management primarily for high-net-worth individuals, using a combination of fundamental, technical, cyclical, and quantitative analysis to drive investment decisions. The firm employs a mix of long-term investing, short-term trading, and options strategies while typically holding discretionary trading authority.

Frank Kautzky is a financial advisor at Chicago Oakbrook Financial Group with 27 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at Commonwealth Financial Network and Hornor, Townsend & Kent, LLC. He is also the owner and president of KPW Holdings, Inc., a private entity related to tax and RIA ownership. Chicago Oakbrook Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses with customized wealth management, discretionary portfolio management, financial planning, and retirement plan consulting. The firm manages tailored portfolios using a broad range of securities and investment strategies, supported by an institutional relationship with Raymond James and a team of over ten advisors.

Thomas Shankland is a financial advisor with Harvest Investment Services, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes long tenures at ProEquities, Inc. and extensive involvement with multiple insurance companies dating back over four decades. He is also the owner of Shankland Financial Services, an estate and financial planning firm where he serves as a Certified Estate Planner and Chartered Financial Consultant. Harvest Investment Services, LLC offers discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, and other entities. The firm employs an actively managed tactical strategy and serves clients through a multi-advisor team structure across several offices.

Dennis Slott is a CFP® with 41 years of industry experience, currently serving at Vestor Capital, LLC in Chicago, IL. He has been with Vestor Capital and its related entities since 2010 and holds the Series 63 and Series 66 licenses. Outside of his advisory role, he serves as a board member of the Father Wasson Legacy Endowment Inc. Vestor Capital is a multi-team investment and wealth management firm serving individuals, families, not-for-profit organizations, foundations, and qualified retirement plans. The firm manages approximately $2.08 billion in discretionary assets through a centralized Investment Committee that focuses on fundamental security analysis and a range of equity and fixed income strategies.

Randall Hughes is a financial advisor with Hunter Capital Management in Lombard, IL. He holds Series 63, Series 65, and Series 66 licenses and has 10 years of industry experience, including a decade at Ballast Equity Management. Hunter Capital Management is an SEC-registered investment adviser managing approximately $1.09 billion in assets with a team of seven advisors. The firm serves a variety of clients including individuals, retirement plans, trusts, estates, and corporations, providing discretionary portfolio management through pooled vehicles, private funds, and a registered mutual fund.

Benjamin Cohen is a CFP®-credentialed financial advisor with 19 years of industry experience, currently serving as part of the team at Cohen Capital in Chicago, IL. Prior to joining Cohen Capital, he worked for 12 years at Raymond James & Associates. Outside of his advisory role, he is a passive investor in businesses including Verlaine Restaurant and the Broadway production Once On This Island. Cohen Capital is an SEC-registered investment adviser that provides discretionary investment management, wealth management, and financial planning services to individuals, trusts, businesses, pooled vehicles, and institutional accounts. The firm primarily constructs portfolios using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, and employs a mostly long-term investment approach with flexibility for shorter-term adjustments.

Derrick Allen is a financial advisor at The Mosaic Financial Group, LLC in Chicago, IL, holding a Series 65 designation with four years of industry experience. He has been with The Mosaic Financial Group since 2003. The Mosaic Financial Group primarily serves high-net-worth individuals, trusts, estates, charitable organizations, and various business entities, managing approximately $898 million in assets. The firm emphasizes asset allocation and integrates accounting and tax services into its advisory platform, offering customized portfolio construction and both discretionary and non-discretionary advisory relationships.

Shawn Kennedy is a financial advisor with Pendulum Wealth Partners in Itasca, Illinois, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining Pendulum Wealth Partners in 2025, he spent 22 years with Ameriprise Financial Services, LLC. He is also a licensed insurance agent involved in insurance sales and implementation. Pendulum Wealth Partners is a team of nine advisors managing approximately $254 million across 227 client relationships, providing discretionary investment management, financial planning, and family office services. The firm employs a fundamental, primarily long-term investment approach through diversified portfolios and operates under common control with an affiliated tax and accounting firm offering integrated services.

Richard Loria is a financial advisor with MPS-LORIA Financial Planners, LLC, holding Series 63 and Series 65 registrations and offering 35 years of industry experience. He has been with MPS-LORIA Financial Planners and Loria Financial Group since 1999. Outside of advisory work, he is an independent licensed insurance agent and a managing member of Loria Financial Group, LLC. MPS-LORIA Financial Planners serves a varied 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, utilizing diversified allocations primarily composed of no-load mutual funds and ETFs and relies on quantitative screening and ongoing monitoring tools.

Ryan Vance is a CFA® charterholder with over 20 years of industry experience. He joined Pendulum Wealth Partners in 2025 after two decades at Northern Trust Investments, Inc. He is based in Itasca, IL. Pendulum Wealth Partners is a team of nine advisors managing approximately $254 million for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a fundamental, primarily long-term investment approach across diversified portfolios and offers discretionary investment management, financial planning, and family office services.

Martin Buehler is a financial advisor with Vestor Capital, LLC in Chicago, holding Series 63 and Series 65 designations and 35 years of industry experience. He has been involved with VC Management, LLC and various Vestor Capital entities since 2010. Outside of his advisory work, he is a limited partner and passive investor in Aurora Sports Venture, LLC, a private real estate limited partnership. Vestor Capital provides investment and wealth management, portfolio management, and financial planning services to individuals, nonprofits, foundations, and qualified retirement plans. The firm employs a centralized Investment Committee that uses internal fundamental research to manage diversified portfolios across multiple asset classes and offers co-advisory and sub-advised strategies, supported by an affiliation with Focus Financial Partners.

James Varner is a CFP® and holds a Series 65 license with seven years of industry experience. He currently works at Financial Solutions Advisory Group in Chicago, where he has been since 2025. Prior to this, he spent seven years at HighTower Advisors LLC and over two decades at Leonetti & Associates, Inc. Financial Solutions Advisory Group serves individuals, corporations, pension and profit-sharing plans, and trusts through continuous investment advisory and portfolio management services. The firm employs a diversified investment approach combining fundamental, technical, quantitative, and qualitative analysis, and is notable for its pension plan consulting and quarterly newsletter publication.