Brian Peterson is a CFP® professional with two years of industry experience at Capstone Financial Advisors Inc, where he has been working since 2009. He is based in Downers Grove, IL. Capstone Financial Advisors serves individuals including high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm emphasizes asset-class allocation, cost control, and tax positioning, offering portfolio management, financial planning, pension consulting, and access to private fund investments under a multi-advisor team managing approximately $2.44 billion in assets.

Angeline Wozniak is a financial advisor at Chicago Oakbrook Financial Group with a Series 65 designation and one year of industry experience. Her prior roles include positions at Synergy One Landing, Inc., Guaranteed Rate, Nations Lending, and Midwest Lending. Chicago Oakbrook Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering customized wealth management, discretionary portfolio management, and comprehensive financial planning. The firm constructs tailored portfolios using a broad range of securities and strategies, supported by an institutional relationship with Raymond James and a licensed insurance agency platform.

Elena Sargent is a financial advisor at Factor Wealth Management in Chicago, IL, holding a Series 65 designation. She has seven years of industry experience, including roles at MGO/OneSeven, Savant Wealth Management, Brownson Rehmus & Foxworth, and Clune & Associates. Factor Wealth Management serves individuals, business entities, charitable organizations, and pension and profit-sharing plans, typically working with clients who meet a $1,000,000 account minimum. The firm emphasizes a long-term, risk-based investment approach focused on managing client behavior, limiting turnover, and controlling trading costs.

Joseph Davidson is a Series 66-licensed financial advisor with five years of industry experience, currently with Goldstone Financial Group, LLC since 2021. His prior experience includes roles at Thrivent Financial and various educational institutions. He is also a licensed insurance agent authorized to sell life and fixed annuity products. Goldstone Financial Group provides investment advisory and financial planning services to individuals and high-net-worth clients, utilizing a combination of fundamental, technical, and quantitative methods aligned with modern portfolio theory. The firm offers ongoing portfolio management, written investment policy statements, and employs tactical ETF models alongside alternative strategies within wrap-fee and transaction-based account options.

Ranjit Bahadur is a financial advisor with Unique Wealth Strategies, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He previously worked with Private Advisor Group, LLC and LPL Financial, LLC. He is also involved with Creative Legacy Planning, a business related to non-variable insurance. Unique Wealth Strategies serves individuals, small businesses, trusts, estates, and charitable clients with asset management, financial planning, and retirement plan services. The firm offers a proprietary wrap program and employs a combination of fundamental, technical, quantitative, and modern portfolio theory approaches, including the use of derivatives and leverage within managed portfolios.

Kristi Wano is a financial advisor with SAGE Private Wealth Group, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. Her prior roles include positions at Calamos Wealth Management LLC and BMO Harris Financial Advisors, Inc. SAGE Private Wealth Group is an SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers wealth management and discretionary portfolio management through a client-specific process involving tailored asset allocation and ongoing portfolio monitoring.

Jeffrey Cribbs is a CFP® with 27 years of industry experience, currently serving at Chicago Wealth Management, Inc. since 2004. He is based in Chicago, IL, and holds Series 63 and Series 65 licenses. Chicago Wealth Management, Inc. is an SEC-registered advisory firm operating as a four-advisor team managing approximately $307 million for individuals, non-profits, and institutional clients. The firm employs a tactical investment approach focused on maximizing absolute long-term returns while limiting large portfolio losses, using a diversified mix of equities, ETFs, mutual funds, fixed income, and selective options strategies with periodic rebalancing.

Daniel O'Halloran is a financial advisor with Asset Strategies, Inc. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. His background includes roles at American Trust Investment Services Advisory, Inc., American Trust Investment Services, Inc., and Chicago Capital Management Advisors, LLC. Outside of his advisory work, he is involved with the Upward Foundation, a nonprofit organization. Asset Strategies, Inc. provides discretionary portfolio management and standalone financial planning to individual and charitable clients. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to manage assets across equities, fixed income, mutual funds, and ETFs.

David Matuszak is a CFP®-certified financial advisor with 13 years of industry experience, currently practicing at Strategic Investment Solutions, Inc. in Orland Park, IL. His prior roles include positions at Forum Financial Management, Jones Lang Lasalle, The Huntington Investment Company, and BMO Harris Financial Advisors. He is also involved in fixed insurance sales as an outside business activity. Strategic Investment Solutions serves individuals, pension and profit-sharing plans, and trustees by providing discretionary portfolio management and model portfolio programs. The firm incorporates research and institutional funds from Dimensional Fund Advisors into its investment approach, which emphasizes diversified, largely passive, long-term investments based on Modern Portfolio Theory and the Efficient Markets hypothesis.

Ryan Watson is a financial advisor with Willis Towers Watson Securities, LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Fisher Investments, MissionSquare Investment Services, and First Command. Watson served in the U.S. Air Force from 2017 to 2019 and attended the United States Air Force Academy. Willis Towers Watson Securities, LLC provides retirement-focused investment advisory services to individuals and high-net-worth clients through its Via Retirement platform, which offers web-based financial planning, discretionary model portfolios, and asset allocation tools. The firm uses diversified model portfolios and asset-allocation modeling guided by Monte Carlo simulations and client inputs, supported by affiliated sub-advisers and insurance brokerage services.

Dana Cahan is a financial advisor at North Star Investment Management Corporation with a Series 65 credential and three years of industry experience. Prior to joining North Star, Dana worked at Zuckerman Investment Group and Altair Advisers, LLC, and has an extensive background with Mac Management Co. Inc. spanning 18 years. North Star Investment Management Corporation serves a broad client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering discretionary portfolio management, financial planning, and family office services. The firm manages approximately $2.5 billion in assets and employs a range of investment strategies, frequently utilizing its affiliated mutual funds in client portfolios.

Timothy Hart is a CFP® professional with 32 years of industry experience, currently serving at Feldman, Ingardona & Co. since 1998. He holds Series 63 and Series 65 registrations and is based in Downers Grove, Illinois. Feldman, Ingardona & Co. provides investment advisory and portfolio management services primarily to high-net-worth individuals, families, and institutions, focusing on long-term strategic asset allocation and manager selection. The firm manages portfolios through mutual funds and ETFs, combining active and passive strategies, and serves clients with minimum account sizes typically starting at $5 million.

Maria Kyriakopoulos is a financial advisor with Rothschild Investment LLC in Chicago, IL. She holds a Series 66 designation and has two years of industry experience. Before joining Rothschild Investment LLC in 2026, she worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2024 to 2026. Rothschild Investment LLC provides investment advisory and financial planning services to individuals, trusts, corporations, pension and profit-sharing plans, and other institutional retirement plans. The firm utilizes client-specific asset allocation models and quantitative analysis to manage portfolios and offers retirement plan consulting, manager selection, and employee education services.

Joel Solomon is a financial advisor with Rothschild Investment LLC in Chicago, IL, holding Series 65 and Series 63 licenses and bringing 35 years of industry experience. He has been with Rothschild Investment Corporation since 1991. Rothschild Investment LLC provides investment advisory and financial planning services to individuals, trusts, corporations, pension and profit-sharing plans, and other institutional retirement plans. The firm uses client‑specific asset allocation models and quantitative analysis to manage portfolios and offers retirement plan consulting, manager selection, and employee education.

Christopher Khan is a financial advisor with Blue Line Capital in Chicago, IL, holding a Series 65 designation and one year of industry experience. Prior to joining Blue Line Capital in 2025, he worked at ExxonMobil and Craze Marketing and spent several years as a full-time student. Blue Line Capital is a team-based registered investment adviser with seven advisors managing approximately $131.9 million for about 121 clients. The firm offers discretionary portfolio management and financial planning services, employing a blend of fundamental, technical, and cyclical analysis alongside strategic and tactical asset allocation.

Dominick Vetrano is a CFP®, CFA®, and ChFC® with 35 years of industry experience. He has been with Fountainhead Financial, LLC since 2009. The firm provides investment advisory services, financial planning, and retirement plan consulting to individuals, business entities, and participant-directed retirement plans. Fountainhead Financial manages a significant pool of assets on a primarily non-discretionary basis, offering portfolio management, standalone planning, and hourly consulting engagements focused on mutual funds, ETFs, and individual securities.

Jae Ha is a financial advisor at Chicago Oakbrook Financial Group with 24 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Ha has been with Chicago Oakbrook Financial Group since 2007 and previously worked at Commonwealth Financial Network. He is also the owner and president of Jae Ha Wealth Management, Inc., a private entity for his securities business. Chicago Oakbrook Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers customized wealth management, discretionary portfolio management, comprehensive financial planning, and retirement plan consulting, utilizing a wide range of securities and strategies tailored to client objectives.

Alberto Liz is a financial advisor at The Mosaic Financial Group, LLC in Chicago, IL, with 10 years of industry experience. His prior roles include positions at Goldman, Sachs & Co. LLC and a Single Family Office. He holds Series 66 and Series 65 designations. The Mosaic Financial Group serves primarily high-net-worth individuals and a range of institutional clients, providing investment advisory, estate and financial planning, tax preparation, and bookkeeping services. The firm emphasizes asset allocation and integrates tax and accounting services into its wealth management offering.

Anthony Pellegrino is a financial advisor with Goldstone Financial Group, LLC, holding a Series 65 license and 12 years of industry experience. He has been with Goldstone Financial Group since 2015 and has been associated with the broader GoldStone Financial Group since 2004. Outside of advising, he is a licensed insurance agent and a minority co-owner of Nationwide Investment Solutions, LLC, which holds equity in another registered investment adviser. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing approximately $1.05 billion across 1,675 client relationships. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers, employing diverse strategies that include mutual funds, ETFs, fixed income, and alternative investments.

Michael Wolcott Jr. is a CFA® charterholder with 15 years of experience in the financial industry. He has been with Studio Investment Management since 2011, where he is part of a four-advisor team based in Chicago, IL. Studio Investment Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, partnerships, retirement plans, and certain government entities. The firm manages approximately $903 million in discretionary assets and employs an investment approach focused on fundamental analysis, price sensitivity, and long-term strategies across a variety of securities.