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. He holds a Series 65 credential and has recently entered the industry. Prior to joining 4Wealth Advisors, he worked in various roles including positions at Liberty University and Plan A Wealth Management. Outside of finance, he is the CEO of Interviewee LLC, an AI-powered job interview preparation platform. 4Wealth Advisors, Inc. serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses with portfolio management, financial planning, and pension consulting. The firm offers customized investment strategies and maintains an integrated referral network including accounting and insurance affiliates.

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.

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.

Chelsea Heintschel is a Certified Financial Planner (CFP®) with 10 years of industry experience. She has been with MPM Wealth Advisors in Chicago, IL since 2015. MPM Wealth Advisors is an SEC-registered investment adviser serving individual clients, retirement plans, trusts, estates, and business entities through a team of about 20 advisors. The firm employs a Modern Portfolio Theory-based approach, using diversified allocations across multiple asset classes and offering both discretionary and non-discretionary management alongside model portfolios and educational programs.

Colin Plunkett is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He currently works at Hunter Capital Management and has prior experience at Bank of America, Merrill, Morningstar, and the University of Chicago. Hunter Capital Management is an SEC-registered investment adviser with a seven-advisor team managing approximately $1.09 billion in assets. The firm serves a diverse client base including individuals, retirement plans, trusts, and charitable organizations, offering discretionary portfolio management through pooled vehicles, private funds, and a registered mutual fund.

Randy Addie is a financial advisor at 1834 Investment Advisors Co. in Chicago, IL, holding Series 65 and Series 63 licenses with 25 years of industry experience. His prior roles include positions at Old National Bank, LPL Financial, and Sentry Insurance. He currently serves as Vice President at Old National Bank. 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 customized portfolio strategies and asset allocation, operating as a wholly owned subsidiary of Old National Bancorp with close ties to Old National Bank.

Kaitlin Horsch is a CFP® and holds a Series 66 license with eight years of industry experience. She has worked at Ellevest since 2022 and previously spent five years at UBS and four years at KPMG. Kaitlin is based in Chicago, IL, and is part of a 12-advisor team at Ellevest. Ellevest provides discretionary investment management and financial planning services primarily focused on helping women plan and invest. The firm offers tailored portfolios emphasizing strategic asset allocation and diversification, along with tax-minimization techniques and values-aligned investment options.

Christian Geringer is a CFP® with 21 years of industry experience and has been with Rothschild Investment Corp. since 2003. He is based in Chicago, IL, and holds a Series 63 license. In addition to his advisory role, Geringer serves as a paid-on-call firefighter for the Village of Western Springs, responding to emergencies in the community during non-business hours. Rothschild Investment LLC provides portfolio management, financial planning, and retirement plan consulting to individuals, families, trusts, foundations, corporations, and plan sponsors, with a focus on entrepreneurs and closely held business owners. The firm employs a long-term, individualized investment approach combining multiple analytical methods and manages private pooled Conduit Funds, offering both discretionary and non-discretionary services.

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.

John Rowoldt is a financial advisor at SB Advisory, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including Voya Financial Advisors, Robinhood Markets, US Bank, Bank of America, and Merrill. Outside of his advisory work, he is a partner in a rental property venture owned jointly with his spouse. SB Advisory, LLC is an SEC-registered multi-team advisory firm serving individuals, businesses, and retirement plans. The firm primarily provides non-discretionary investment advice, using a combination of mutual funds, ETFs, individual equities, and outside managers, and employs fundamental, technical, and qualitative analysis in portfolio management.

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.

Thomas Parker is a financial advisor at Pendulum Wealth Partners with 12 years of industry experience. He holds a Series 66 designation and is also a partner at Fates, Bodily, and Parker PLLC, a CPA firm in Itasca, Illinois. In addition to his advisory role, Parker is a licensed insurance agent involved in implementing insurance recommendations. Pendulum Wealth Partners is a team of nine advisors managing approximately $254 million across over 200 client relationships. The firm offers discretionary investment management, financial planning, and family office services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, employing a primarily long-term, diversified investment approach.

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 15 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at LPL Financial LLC, Charles Schwab & Co., Inc., and Optionsxpress Inc. since 2013. Serenity Investment Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $376 million across about 394 clients using a tactical allocation approach based on fundamental analysis and offers a range of proprietary investment models including active/passive blends and tax-sensitive variants.