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 at Rothschild Wealth LLC with seven years of industry experience. She holds a Series 65 designation and has been with Rothschild Wealth since 2017. Prior to that, she was a student for ten years. Rothschild Wealth serves individuals, high-net-worth clients, corporate executive groups, retirement plans, trusts, foundations, and other institutional clients by providing portfolio management, financial planning, and retirement and investment consulting. The firm employs asset-allocation models informed by tax, estate, cash-flow, and risk considerations, using a range of investment vehicles and ongoing portfolio monitoring.

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 and holds a Series 65 license with 20 years of industry experience. He has been with Oak Family Advisors, LLC in Chicago since 2011. Oak Family Advisors provides personalized investment management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs a fundamental analysis approach complemented by technical tools and a core-and-satellite asset allocation strategy, managing approximately $534 million in assets for about 190 clients.

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 with six years of industry experience. He holds a Series 66 designation and has worked previously at Merrill and nVision Wealth, as well as spent time at the University of North Carolina at Chapel Hill. 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 employs asset-allocation models tailored to client objectives and uses a combination of mutual funds, ETFs, individual securities, and third-party sub-advisers in its investment approach.

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.

Justin Reppy is a financial advisor at Goldstone Financial Group, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Goldstone Financial Group since 2015, including a prior role at TCM Securities, Inc. He is also a licensed insurance agent offering life and fixed annuity sales. Goldstone Financial Group provides investment advisory and financial planning services to individuals and high-net-worth clients. The firm employs a documented investment process using fundamental, technical, and quantitative methods, offering portfolio management, written investment policy statements, and a variety of account options including wrap-fee programs with sub-advised model portfolios.

Michael Mcevoy is a financial advisor at 4Wealth Advisors, Inc. with one year of industry experience and holds a Series 65 credential. Prior to joining 4Wealth Advisors, he held positions at Liberty University, Plan A Wealth Management, and other organizations. He is also the CEO of Interviewee LLC, an AI-powered job interview preparation platform. 4Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a range of analytical methods and offers customized portfolios, with an affiliation to an accounting firm and an insurance entity that supports integrated service pathways.

Bryan Stiger is a CFP® professional with 18 years of experience in the financial industry. He is currently affiliated with Wellment Financial as part of an 11-advisor team. Bryan's prior experience includes roles at Betterment LLC and TIAA-CREF. He is also a licensed insurance agent involved in insurance planning and implementation through FSR Insurance Planning, Ltd. Wellment Financial provides investment management, manager selection, and financial planning services to individuals, high-net-worth clients, and institutions. The firm focuses on retirement planning and tax strategies, offering diversified model portfolios and utilizing a sub-advisor platform with distinctive operational features including affiliations with accounting and insurance firms.

Mark Berg is a CFP® and holds a Series 65 license with 25 years of experience in financial advising. He has been with Timothy Financial Counsel, Inc. since 2000. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm focuses on project-based advice in areas such as retirement planning, tax strategies, and risk management, operating on a time-based billing model without custody of client funds or discretionary authority.

Charles Sloan is a CFA® charterholder with 23 years of industry experience. He has been with Oak Family Advisors, LLC since 2016. Sloan serves as an adjunct instructor in finance at the University of Chicago Graham School and is an advisory board member of Recovery Grads LLC. Oak Family Advisors provides personalized investment management and financial planning services to a wide range of clients, employing a strategic asset-allocation approach that combines fundamental analysis with passive and selected active funds.

Shaun Roach is a CFA® charterholder with 11 years of industry experience. He has worked at Pekin Singer Strauss Asset Management Inc. since 2014. Roach is based in Chicago, IL, and is part of a team of nine advisors at Pekin Hardy Strauss, Inc. Pekin Hardy Strauss, Inc. provides investment management, financial planning, and retirement plan services to individuals, pension plans, registered investment companies, charitable organizations, and corporations. The firm’s investment process incorporates fundamental analysis, asset allocation, and ESG factors, using a range of instruments and strategies tailored to clients’ objectives and risk tolerances.

Samantha Davidson is a CFP® with nine years of industry experience, currently serving as a financial advisor at Embree Financial Group since 2014. She holds a Series 65 license and is based in Chicago, IL. 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 retirement plans. The firm employs a fiduciary approach with a combination of fundamental, technical, and cyclical analysis, investing primarily in no-load mutual funds, ETFs, and individual securities.

Noah Shidlofsky is a financial advisor at Riverpoint Wealth Management in Chicago, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Northwestern Mutual, as well as entrepreneurial experience with Cups & Cones. Riverpoint Wealth Management serves a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans, offering customized portfolio construction and ongoing monitoring through quantitative analysis and an investment committee. The firm manages approximately $748 million in discretionary assets with a small team, sponsoring its own wrap fee program and providing operational support such as performance reporting and quarterly rebalancing.