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.

Andrew Hooley is a CFP® and CFA® with 11 years of industry experience. He is currently an advisor at Mowery & Schoenfeld Wealth Management, LLC and has held previous roles at Badgley Phelps, Apella Wealth, Vestory LLC, and Charles Schwab. Mowery & Schoenfeld Wealth Management provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and plan sponsors. The firm’s investment advice is tailored to each client’s goals and risk tolerance and includes model portfolios, institutional mutual fund share classes, ETFs, fixed income, and pooled vehicles.

Robert Bretl is a financial advisor at Wellment Financial with 13 years of industry experience and holds a Series 65 designation. He has worked at FSR Wealth Management, Ltd. since 2017 and is also involved with FSR Certified Public Accountants, Ltd., where he provides tax return preparation services. Wellment Financial offers investment management, manager selection, and financial planning services to individuals, high-net-worth clients, and institutions, with an emphasis on retirement planning and tax strategies. The firm employs diversified model portfolios and uses a sub-advisor in a wrap-fee structure to deliver managed accounts.

Ryan June is a financial advisor at Coyle with a Series 65 designation and three years of industry experience. He has been with Coyle Financial Counsel, LLC since 2016. Coyle serves individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities, providing discretionary and non-discretionary asset management along with financial assessment, wealth advisory, project-based planning, and family legacy services. The firm combines tactical and strategic asset allocation with individualized portfolio construction, using sub-managers and third-party software for security-level analysis, and supplements traditional advisory work with subscription-based educational content and family coordination services.

Timothy Mc Gregor is a CFA® charterholder with over 20 years of industry experience, currently serving at Riverbend Capital Advisors, LLC since 2024. Prior to joining Riverbend, he spent 18 years at Northern Trust. Riverbend Capital Advisors primarily serves high-net-worth individuals, trusts, estates, corporations, and other business entities, focusing on discretionary investment management of municipal bonds and fixed-income securities using a combination of fundamental and technical analysis.

Steven Milstein is a financial advisor at Mack Investment Securities, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been with Mack Investment Securities since 1995. Outside of his advisory role, he serves as president of The Milstein Co., a business involved in the sale of egg products and life and health insurance. Mack Investment Securities advises individuals, pension and profit-sharing plans, corporations, and other custodial accounts through discretionary and non-discretionary portfolio management, model strategy management, financial planning, and pension consulting. The firm uses a manager-of-managers approach combined with firm-run model strategies that include tactical shifts and use of ETFs, integrating advisory, broker-dealer, and insurance activities within its services.

David Navarro is a CFP® and ChFC® with 39 years of industry experience. He has been with Chicago Oakbrook Financial Group since 2007 and previously worked at CommonWealth Financial Network. Navarro is president and owner of Chicago Oakbrook Financial Group and serves as a 401(k) and brokerage cash balance plan trustee for the firm. Chicago Oakbrook Financial Group is a registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers customized wealth management, discretionary portfolio management, and comprehensive financial planning, employing a wide range of investment strategies and securities tailored to client objectives.

James Petitpren II is a financial advisor with Greenstone Belt Wealth Advisors, LLC in Chicago, IL, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at ORBA Wealth Advisors, LPL Financial, IHT Wealth Management, and Morgan Stanley. Greenstone Belt Wealth Advisors serves individuals and families, including high-net-worth clients, providing financial, estate, tax, and retirement planning alongside discretionary portfolio management. The firm emphasizes diversification, fee minimization, and after-tax efficiency while utilizing mutual funds, ETFs, individual securities, and third-party managers.

Matthew Mc Wherter is a financial advisor with Pendulum Wealth Partners, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. He serves as president of The Robert Michael Wood Foundation, a nonprofit supporting families of children affected by pediatric stroke and NICU. Pendulum Wealth Partners provides discretionary investment management, financial planning, and family office services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term, diversified investment approach and operates alongside an affiliated tax and accounting firm, offering integrated services under common control.

Jon Knotts is a financial advisor at Expressive Wealth LLC in Chicago, with two years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at Zacks Investment Research and Benzinga.com. He is also the owner of Fiscal Investor, a financial literacy website. Expressive Wealth LLC serves individuals, high-net-worth clients, trusts, estates, and retirement plans by offering discretionary asset management, ERISA 3(38) plan services, and modular financial planning. The firm employs fundamental, technical, and cyclical analysis to tailor investments to clients’ goals and risk tolerances and maintains active oversight of sub-advisors and portfolio risk.

Phillip Johnson is a financial advisor at Rothschild Wealth LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Rothschild Wealth since 2018. Johnson also serves as President of Rothschild Wealth LLC and Managing Director of Rothschild Investment LLC. Rothschild Wealth LLC advises individuals, high-net-worth clients, corporate executive groups, trusts, pension and profit-sharing plans, and other institutional and tax-exempt entities. The firm uses asset-allocation models tailored to client objectives and risk tolerance, employing quantitative methods and third-party software alongside discretionary and non-discretionary portfolio management.

Trevor Mcghie is a CFP® and Series 65 licensed advisor with one year of experience, currently with Serenity Investment Advisors. His prior experience includes roles at Verity Asset Management, IMP Financial Services, and Axa Advisors, as well as four years at Cal State Fullerton. Outside of advising, he serves as a sports official for US Water Polo, Inc. Serenity Investment Advisors is a five-advisor team managing approximately $376 million for nearly 400 clients, serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach based on fundamental analysis and offers multiple proprietary investment models, providing both discretionary and non-discretionary portfolio management.

Daniel Roseth is a financial advisor at CS Planning Corp with three years of industry experience. He holds a Series 65 credential and has worked in wealth management and accounting since 2015, including roles at 83 Rd St. Wealth Management and his own accounting firm, H.D. Roseth & Associates, Ltd. Outside of financial advising, he is an accountant at H.D. Roseth & Associates, Ltd. CS Planning Corp, operating as Vertical Ascent Wealth Management, offers investment supervisory, portfolio management, consulting, and financial planning services to a diverse client base. The firm employs a multi-advisor model and constructs broadly diversified, systematically managed portfolios tailored to clients’ risk tolerances and goals.

Susan Oleari is a financial advisor at Trifecta Capital Advisors, LLC with four years of industry experience. She holds a Series 65 credential and previously worked at BMO Private Bank for six years. Susan serves on the boards of the Joffrey Ballet, Recipe for Change, and the Evan Joseph Gerstein Foundation, holding treasurer roles at the latter two. Trifecta Capital Advisors provides discretionary investment management and financial planning services to individuals, families, business owners, trusts, and foundations. The firm manages over $700 million with a focus on long-term strategic asset allocation combined with tactical adjustments using proprietary capital-market assumptions.

Alison Brandt is a financial advisor at Pendulum Wealth Partners with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, LLC. Pendulum Wealth Partners is a team of nine advisors providing discretionary investment management, financial planning, and family office services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a fundamental, primarily long-term investment approach with diversified portfolios and operates under common control with an affiliated tax and accounting firm.

Adam Cross is a financial advisor with AMC Wealth Management, LLC in Chicago, IL, holding his Series 66 designation and 12 years of industry experience. His prior roles include positions at Northern Trust Bank and Carson Capital. He has been with AMC Wealth Management since 2020. AMC Wealth Management is a state-registered investment advisory firm that serves individuals, trusts, business entities, estates, and charitable organizations. The firm employs a strategic asset-allocation approach using exchange-traded funds and mutual funds, offering discretionary investment management alongside financial planning services within a six-advisor team.

Nicholas Martin is a financial advisor at Hemsley Advisors, Ltd. in Chicago, holding a Series 65 designation with six years of industry experience. He has been with Hemsley Advisors since 2018 and is also the sole owner of 21st Century Tax Services, Inc., a tax preparation and bookkeeping business. Hemsley Advisors, Ltd. serves individuals, charitable organizations, and corporations with portfolio management, financial planning, and consulting services. The firm emphasizes individualized investment policies, fundamental analysis, asset allocation, and a buy-and-hold strategy, managing the majority of client assets on a non-discretionary basis.

Cooper Perry is a financial advisor at Embree Financial Group with nine years of industry experience. He has held positions at McAdam LLC and Purshe Kaplan Sterling Investments prior to joining Embree Financial Group. Perry holds Series 63 and Series 65 licenses. Embree Financial Group provides holistic financial planning, discretionary investment management, and retirement plan consulting to individuals, families, trusts, and institutional clients. The firm serves both high-net-worth and non-HNW individuals, managing portfolios with a combination of fundamental, technical, and cyclical analysis implemented primarily through no-load mutual funds, ETFs, and individual securities.

Cole Toennies is a financial advisor at Mowery & Schoenfeld Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Mowery & Schoenfeld, he worked at Googins Advisors and Oxford Global Resources. He also has experience related to recreation and wellbeing from the University of Wisconsin-Madison. Mowery & Schoenfeld Wealth Management offers discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and plan sponsors. The firm customizes investment advice according to clients’ goals and risk tolerance, using a range of investment vehicles including firm-developed model portfolios, institutional mutual funds, ETFs, fixed income, and cryptocurrency advisory without discretionary authority.

Janice Hennessy is a CFP® with 11 years of industry experience, currently serving as a financial advisor at ShankerValleau Wealth Advisors, Inc. since 2014. She also dedicates part of her time to accounting work at ShankerValleau Accountants, Inc., assisting with tax preparation. ShankerValleau Wealth Advisors is a six-advisor team managing approximately $550 million for a diverse client base, including individuals, pension plans, and corporations. The firm emphasizes diversified, low-cost, research-driven portfolio management, primarily implemented through a wrap-fee program and ongoing financial planning.