Mark Holden is a CFP®-designated financial advisor at Vestor Capital, LLC with 16 years of industry experience. He has worked at Vestor Capital since 2021 and previously held roles at TD Ameritrade, Inc. and Thinkorswim Inc. in Chicago, IL. Vestor Capital, LLC 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 uses internal fundamental research to implement diversified strategies across various asset classes.

Patrick Mc Gough is a CFA® charterholder with 10 years of industry experience and has been with Geometric Wealth Advisors, LLC since 2016. He holds a Series 65 license and works from Arlington Heights, IL. Geometric Wealth Advisors serves individuals, families, and trusts, including high-net-worth clients, offering personalized wealth management that integrates discretionary investment management with comprehensive financial planning, tax, and estate planning support. The firm employs a long-term, broadly diversified investment approach primarily using “passive but not-indexed” mutual funds and ETFs, and it generally recommends independent sub-advisers such as Dimensional Fund Advisors for certain mandates.

Kyle Munson is a financial advisor at Romano Brothers and Company with six years of industry experience. He holds the Series 66 designation and has worked at firms including Charles Schwab, TD Ameritrade, and Merrill. Romano Brothers and Company serves individuals, employee benefit plans, non-profits, trusts, estates, and corporate entities, offering discretionary portfolio management, financial planning, and brokerage services. The firm employs a generally conservative, long-term, fundamentals-based investment approach with both active and passive strategies.

Michael Moffat is a financial advisor at West Wealth Group, LLC with a Series 65 designation and one year of industry experience. He has also been affiliated with National Agents Alliance since 2018. West Wealth Group provides investment advisory, asset management, and financial planning services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm manages approximately $616.7 million in discretionary assets and employs a networked operating model that coordinates advisory services through affiliated practices while offering portfolio management using a blend of fundamental, technical, and cyclical analysis.

Stephen Konsler is a financial advisor at Vestor Capital, LLC in Chicago, IL, with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill Lynch. Outside of his advisory role, he serves as an associate board member for the Daniel Murphy Scholarship Foundation, a charitable organization focused on volunteer and fundraising activities. 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 employs a centralized investment committee to manage concentrated, low-turnover equity portfolios alongside fixed income and alternative strategies, overseeing approximately $2.08 billion in discretionary assets through a team of 21 advisors.

Michael Leigh is a financial advisor at Wellment Financial with a Series 65 designation and one year of experience in advisory roles. He has over two decades of experience as a CPA through his own tax preparation business and has worked previously at firms including Jesser Ravid Jason Basso & Farber, LLC and Gilson, Labus & Silverman, LLC. Outside of advisory services, he continues to provide tax preparation on a part-time basis. Wellment Financial serves individuals, high-net-worth clients, and institutional sponsors by offering investment management, financial planning, and retirement-plan advisory services. The firm utilizes vetted model portfolios and a sub-advisor platform emphasizing tax-aware retirement planning, managing approximately $237 million in discretionary assets.

Sara Hostalet is a financial advisor at Zimmerman Wealth Management, LLC with five years of industry experience. She holds the CFP®, CFA®, and Series 65 designations. Prior to joining Zimmerman Wealth Management in 2021, she worked at Ariel Investments, LLC and Faipointe Capital LLC. Zimmerman Wealth Management is an SEC-registered advisory firm serving individuals, trusts, employee benefit plans, charitable organizations, and privately held entities. The firm employs a conservative, long-term asset allocation strategy using mutual funds, ETFs, and closed-end funds, managing client accounts on a discretionary basis with ongoing monitoring and regular reporting.

Melissa Dailey is a financial advisor with Clearwater Capital Partners, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. Her prior work includes roles at Northwestern Mutual Wealth Management Company, Lincoln Financial, and individual advisors Andrew Watters and Scott Penning. Clearwater Capital Partners provides family office services, private wealth management, institutional advisory, and retirement plan advising. The firm serves a diverse client base, including individuals, high-net-worth clients, and various institutional clients, using a combination of asset-allocation, fundamental, technical, quantitative, and thematic investment strategies.

Beau Toth is a financial advisor with Legacy Capital Wealth Partners, LLC and holds Series 63 and Series 66 licenses. He has 17 years of industry experience, with prior roles at firms including Neuberger Berman LLC, AXA Distributors, LLC, and LPL Financial LLC. Outside of his advisory work, he is the manager and owner of Precise Access LLC, a non-investment-related business. Legacy Capital Wealth Partners serves individuals, families, trusts, businesses, and charitable organizations, offering holistic financial planning along with discretionary and non-discretionary portfolio management. The firm employs a tailored, long-term investment approach using fundamental analysis and a range of investment vehicles, managing over $1.3 billion in assets across more than 590 client relationships.

Mark Kerman is a financial advisor at RCM Wealth Advisors in Chicago, IL, with eight years of industry experience. He holds a Series 66 designation and has previously worked at Harvest Investment Services, LLC, and ProEquities, Inc. In addition to his advisory role, Kerman is a partner and CPA at Siepert & Co. LLP, an accounting firm where he provides accounting, consulting, and tax planning services. RCM Wealth Advisors is a multi-advisor SEC-registered firm managing approximately $324 million for around 530 clients, serving individuals, pension and profit-sharing plans, and corporate clients. The firm employs a combination of fundamental and cyclical analysis supported by an internal Investment Policy Committee, offering tailored portfolios and a variety of strategies including ETF-driven allocations and options-based programs.

Brewster Lindblad is a financial advisor at The Mosaic Financial Group, LLC in Chicago, IL, holding a Series 65 designation with 12 years of industry experience. He has been with The Mosaic Financial Group since 2011. The Mosaic Financial Group serves high-net-worth individuals, trusts, estates, charitable organizations, and various institutional clients, managing approximately $898 million in assets. The firm integrates investment advisory with estate and financial planning, tax preparation, and bookkeeping, emphasizing asset allocation and offering both discretionary and non-discretionary portfolio management.

Ryan Robinson is an advisor at XXI Wealth, LLC in Chicago, IL. He has no prior industry experience but has worked in roles at the University of Southern California, Arizona State University Foundation, and University of Michigan from 2016 to the present. XXI Wealth serves individual and high-net-worth clients with comprehensive financial planning, consulting, and wealth management services. The firm constructs customized portfolios using equities, fixed income, index funds, ETFs, direct indexing, and alternative investments, and it employs active oversight of third-party money managers.

Steven Resnik is a financial advisor at Burling Wealth Partners in Chicago, IL, holding a Series 65 designation with two years of industry experience. He previously worked at Edgewater Services, LLC and Fifth Street Asset Management, and held a role at Northwestern University. Burling Wealth Partners provides investment management and comprehensive financial planning to individuals, including high net worth clients, as well as entities such as family offices, trusts, and charitable organizations. The firm’s investment approach integrates fundamental and technical research to develop long-term portfolios primarily composed of equities, fixed income, mutual funds, and ETFs, with selective use of alternatives and external managers.

Steven Fletcher is a financial advisor at 1834 Investment Advisors Co. in Chicago, IL, holding a Series 65 designation and two years of industry experience. He has worked at several firms, including Old National Bank and Raymond James Financial Services. Fletcher serves as a Retirement Plan Services Advisor for both 1834 Investment Advisors and Old National Bank, which are both owned by Old National Bancorp. 1834 Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes asset allocation and customized portfolio strategies across multiple asset classes, with a primary focus on discretionary management, and operates as a wholly owned subsidiary of Old National Bancorp.

Ethan Rowe is a financial advisor with Monere Wealth Management, Inc. in Schaumburg, IL. He holds Series 63 and Series 65 designations and has two years of industry experience. His prior roles include positions at Northwestern Mutual and Summit Global Investments. Monere Wealth Management is a team-based advisory firm managing approximately $312 million in client assets. The firm serves individual and high-net-worth clients, pension plans, charities, and business accounts through a variety of portfolio management and financial planning services, using both discretionary and non-discretionary approaches.

Christopher Chiu is a financial advisor at RCM Wealth Advisors in Chicago, IL, holding a Series 65 designation with 13 years of industry experience. He has been with RCM Wealth Advisors since 2013 and is also associated with Ralloc Capital LLC since 2011. RCM Wealth Advisors is a multi-advisor SEC-registered firm managing approximately $324 million for around 530 clients, including individuals, pension and profit-sharing plans, and corporate clients. The firm employs a combination of fundamental and cyclical analysis supported by a weekly Investment Policy Committee, offering customized portfolio management with both discretionary and non-discretionary account options and a variety of strategies including ETF-driven allocations and options-based hedging programs.

Nano Younger is a CFP® with 23 years of industry experience, currently serving at Arthur M. Cohen & Associates LLC since 1999. He also operates a tax preparation business. Arthur M. Cohen & Associates provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering discretionary portfolio management and financial planning. The firm customizes investment strategies based on clients’ time horizons and risk tolerance, utilizing fundamental analysis, third-party research, and additional due diligence before recommending complex investments.

Michael Cohen is a financial advisor with Cohen Capital in Chicago, holding Series 63 and Series 65 licenses and with 54 years of industry experience. He previously worked at Raymond James & Associates for 12 years before joining Cohen Capital. Outside of his advisory role, Cohen is a managing partner at Oak Grove Partners, a business venture unrelated to investment advising. Cohen Capital is an SEC-registered investment adviser providing discretionary investment management, wealth management, and financial planning services to individuals, trusts, businesses, and institutional accounts. The firm primarily constructs portfolios using low-cost, diversified mutual funds and ETFs, employing both fundamental and technical analysis with a long-term investment approach.

William Brennan is a financial advisor at LCM Capital Management Inc. in Chicago, IL, holding a Series 65 designation with nine years of industry experience. He has been with LCM Capital Management since 2015. LCM Capital Management provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a fundamental issuer analysis approach focused on long-term equity holdings and manages approximately $365 million in client assets through a team of nine advisors.

Timothy Mcgrath is a financial advisor at Riverpoint Wealth Management in Chicago, IL, with 36 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at LPL Financial from 2007 to 2020. Since 2013, he has been with Riverpoint Wealth Management Holdings, LLC. Riverpoint Wealth Management serves individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable and corporate entities, offering discretionary asset management, financial planning, and 401(k) consulting. The firm focuses on customized portfolio construction using quantitative optimization and an investment committee, managing approximately $748 million in discretionary assets with a small team.