Katie Tucker is a financial advisor at Vestor Capital, LLC in Chicago, IL, holding a Series 65 designation. She joined Vestor Capital in 2025 and previously worked at Northern Trust from 2022 to 2025. Her background also includes positions at the University of Iowa College of Medicine and ML Group Design & Development. Vestor Capital 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 and uses diversified strategies across various asset classes, managing approximately $2.28 billion in advisory assets as of December 2025.

Chadwick Schlett is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He has been with Rothschild Investment LLC since 2014. Rothschild Investment LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, trusts, corporations, pension and profit-sharing plans, and other institutional retirement plans. The firm employs client-specific asset allocation models and offers services such as portfolio management, retirement plan consulting, and management of pooled vehicles and an affiliated private fund.

Dawn Slawson is a financial advisor at Fiduciary Financial Partners, LLC in Naperville, IL, holding a Series 66 designation with 24 years of industry experience. She has been with Fiduciary Financial Partners since 2012. In addition to her advisory role, she holds life and health insurance licenses. Fiduciary Financial Partners offers comprehensive wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, and employer-sponsored plans. The firm combines fundamental and quantitative investment methods and uses financial planning software to develop customized investment policy statements.

Nicholas Economos is a financial advisor at Fiduciary Financial Partners, LLC in Naperville, IL, with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fiduciary Financial Partners since 2012. Outside of his advisory role, he serves as president of the DuPage Legal Assistance Foundation and treasurer of Female Strong, both nonprofit organizations. Fiduciary Financial Partners provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, and employer-sponsored plans. The firm employs a combination of fundamental and quantitative investment methods and manages approximately $248 million in client assets through a five-advisor team.

Stephen Francis is a financial advisor at Wellment Financial in Elmhurst, IL, holding a Series 65 credential with four years of industry experience. His prior work includes roles at FSR Wealth Strategies, JM Wilson Corporation, Progressive, and Avalon Risk Management. He is also a licensed insurance agent affiliated with FSR Insurance Planning, Ltd. Wellment Financial provides investment management and financial planning services to individuals, high-net-worth clients, and institutional investors. The firm focuses on retirement planning with tax strategies and implements diversified model portfolios using various investment approaches, including value investing and direct indexing.

Jacob Moss is a financial advisor at RCM Wealth Advisors in Chicago, IL, holding a Series 66 designation with 14 years of industry experience. He has worked with firms including United Capital Management of KS, Inc. and SA Stone Wealth Management Inc. Outside of advising, Moss serves as the head basketball coach at USD 412 - Hoxie High School and owns Moss Cattle Company, a cow/calf agricultural operation. RCM Wealth Advisors provides investment portfolio management and financial planning services to individual clients, pension and profit-sharing plans, and corporate entities. The firm utilizes fundamental and cyclical analysis in constructing diversified portfolios and specialized strategies, including options-based income programs, with an internal committee overseeing the investment process.

Nicholas Reiland is a CFP® and ChFC® with 25 years of industry experience, currently serving as an advisor at Vantage Point Financial, LLC since 2019. Prior to this, he worked at Spc and Sigma Financial Corporation. He is co-author of the book *Elevate Your Retirement: The Path to Financial Clarity and Confidence* and is involved in managing operations and strategic planning for firms affiliated with Vantage Point. 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 low-cost mutual funds and ETFs while incorporating alternative investments as appropriate.

James Karabas is a CFP® with 27 years of industry experience, currently serving at Embree Financial Group since 2016. He is also the owner of Pente Consulting LLC, a litigation support and consulting firm that assists attorneys in financial services arbitration and litigation matters outside of market hours. Embree Financial Group provides holistic financial planning, discretionary investment management, and retirement plan consulting to individuals and institutions, including high net worth clients and corporate plans. The firm employs a fiduciary approach using fundamental, technical, and cyclical analysis, offering customized reporting and performance-based fee arrangements for qualified clients.

Juan Lopez is a financial advisor at Invicta Advisors LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Encompass Investments and Appreciation Financial. Outside of his advisory role, he is a managing partner at Singularity Partners, LLC, and serves as a private investigator with ETS Intelligence, LLC. Invicta Advisors provides portfolio management, financial planning, and consulting services to individuals, pension plans, charitable organizations, and corporations. The firm employs a mix of fundamental, quantitative, and qualitative analysis and offers a range of advisory arrangements, including discretionary and non-discretionary services.

Katherine Donaldson is a CFP® and Series 65 licensed advisor with 22 years of industry experience. She has been with Doyenne Wealth Advisors since 2022 and previously worked for Brownson, Rehmus & Foxworth, Inc. for 21 years. Doyenne Wealth Advisors serves high-net-worth individuals, senior corporate executives, and related trusts, foundations, and endowments, providing personalized financial counseling and non-discretionary investment advisory services. The firm focuses on long-term, diversified asset allocation and delivers comprehensive planning while maintaining client decision authority.

Gabriella Kent is a financial advisor with Rothschild Wealth LLC, holding a Series 65 designation and eight years of industry experience. She has worked at Rothschild Wealth LLC since 2017 and at Rothschild Investment LLC since 2024. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, corporate executive groups, trusts, retirement plans, and other institutional clients. The firm’s investment approach focuses on asset-allocation models informed by client questionnaires and quantitative analysis, implemented through various securities and third-party sub-advisers.

Kelsey Spresser is a CFP® with nine years of industry experience, currently serving as a financial advisor at Doyenne Wealth Advisors since 2022. Prior to joining Doyenne, she worked at Brownson, Rehmus & Foxworth, Inc. for five years. Doyenne Wealth Advisors provides personalized, non-discretionary financial counseling and investment advisory services primarily 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 with a tailored, multi-meeting review process for affluent households.

Garett Nesbitt is a financial advisor at Centric Wealth Management, LLC with 14 years of industry experience. He has held positions at Centric Wealth Management since 2018, and previously worked at FGMK Preservation Capital and Equitec Proprietary Markets. Nesbitt holds a Series 65 designation. Centric Wealth Management is a team-based advisory firm serving individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm manages approximately $725.6 million across 546 clients, utilizing a combination of fundamental, technical, quantitative, and qualitative analysis to create customized investment strategies and portfolios aligned with clients’ goals and risk tolerances.

Terrence Wilson is a CFA® charterholder with 21 years of industry experience. He has been with Oak Family Advisors, LLC since 2011 and previously worked at Mid-Continent Capital LLC and Bufka & Rodgers LLC. Oak Family Advisors provides personalized investment management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and small businesses. The firm employs a strategic asset-allocation “core and satellite” approach, combining fundamental analysis with passive ETFs and selected actively managed funds, while managing portfolios on a discretionary basis.

Christina Castrejon is a CFP® with 21 years of industry experience. She has worked at SAGE Private Wealth Group, LLC since 2023 and previously spent 18 years with Calamos Wealth Management LLC and Calamos Financial Services LLC. SAGE Private Wealth Group is an SEC-registered advisory firm that serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm provides wealth management and discretionary portfolio management with a client-specific process that includes tailored asset allocation, ongoing portfolio monitoring, and use of various investment vehicles alongside family office support and fiduciary services.

Andrew Napoli is a Series 66 licensed financial advisor with seven years of industry experience. He is currently with Goldstone Financial Group, LLC and previously worked at Fidelity Investments, Fidelity Brokerage Services LLC, and Northern Trust Company. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing over $1 billion across roughly 1,675 client relationships. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers and third-party model portfolios, implementing strategies that include mutual funds, ETFs, fixed income, and select alternative investments.

Sara Faurer is a financial advisor at Ellevest with seven years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Ellevest in 2024, she worked at Goldman Sachs from 2017 to 2024 and was affiliated with the University of Michigan from 2016 to 2018. Ellevest provides discretionary investment management and financial planning services focused on helping women plan and invest. The firm offers tailored portfolios based on clients’ goals and risk tolerance, implements tax-minimization techniques, and conducts educational workshops at no charge.

Skylar Rush is a financial advisor at Rothschild Investment LLC in Chicago, holding a Series 66 designation with six years of industry experience. Prior to joining Rothschild in 2023, Rush worked at Merrill for three years and has also held roles at nVision Wealth and the University of North Carolina at Chapel Hill. Rothschild Investment LLC provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plans, emphasizing client-specific asset allocation models and a combination of quantitative analysis and third-party tools. The firm has a long advisory history dating back to 1908 and manages an affiliated private fund alongside its other offerings.

Carolyn Barr is a financial advisor with Vestor Capital, LLC in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked at Vestor Capital and its affiliated securities firm since 2017, following prior roles at Aon Securities Inc. and Aon Hewitt Investment Consulting. In addition to her advisory duties, she serves as a Senior Compliance Analyst for Vestor Capital, focusing on compliance matters for the firm. 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 a team of 21 advisors and employs a centralized Investment Committee to construct concentrated, typically low-turnover portfolios across multiple asset classes.

John Malusa is a CFA® charterholder with four years of industry experience. He currently serves as a financial advisor at Vestor Capital, LLC, where he has worked since 2022. He previously held multiple roles at Northern Trust Corporation from 2016 to 2021. Vestor Capital 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 implements diversified strategies across various asset classes and also offers co-advisory programs, sub-advised fixed-income strategies, and standalone financial planning.