Lee Catalano is a CFP® professional with 42 years of industry experience, currently serving at MEDIQUS Asset Advisors, Inc. since 1996 and also affiliated with Ausdal Financial Partners, Inc. since 2009. He holds Series 63 and Series 65 licenses and conducts insurance sales as a licensed agent, dedicating part of his time to this activity. MEDIQUS Asset Advisors provides investment advisory, financial planning, and ERISA plan advisory services primarily to individuals, retirement plans, and medical groups. The firm emphasizes long-term asset allocation with a disciplined rebalancing approach and utilizes technology platforms for portfolio management and client reporting.

Michael Dunne is a financial advisor at Uhlmann Investment Management, L.L.C. in Skokie, Illinois, holding a Series 66 designation with 37 years of industry experience. His work history includes roles at Avellino Financial Advisors, Native Tribal Alliance, Quegh Ke Holdings, and Forest Securities. Uhlmann Investment Management offers discretionary and non-discretionary portfolio management services to individuals, institutions, and trusts, using a process based on fundamental analysis and long-term asset allocation that incorporates a variety of asset types and third-party managers.

Lisa Santos is a financial advisor at Keating Financial Advisory Services with one year of industry experience. She holds a Series 65 designation and previously worked at Raymond James Financial Services Advisors Inc. Outside of finance, she is a partner and co-owner of Southport Grocery & Cafe in Chicago, where she is involved in marketing strategy, product development, and operations. Keating Financial Advisory Services serves pension and profit-sharing plans, corporate retirement plans, and other institutional clients, managing $330 million in plan assets. The firm offers both discretionary and non-discretionary investment management and provides modular financial planning and consulting services.

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.

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 at Rothschild Investment LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at 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 a client-specific asset allocation approach that incorporates tax, estate, cash-flow, and risk tolerance factors, and offers a range of services including portfolio management, retirement plan consulting, and management of pooled vehicles and an affiliated private fund.

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. He holds Series 65 and Series 66 credentials and has 10 years of industry experience. His prior roles include positions at Goldman, Sachs & Co. LLC and Single Family Office. The Mosaic Financial Group primarily serves high-net-worth individuals and institutional clients, offering investment advisory, estate and financial planning, tax preparation, bookkeeping, and consulting services. The firm focuses on asset allocation through customized portfolios and integrates tax and accounting services within its wealth management approach.

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.

Montaser Takrouri is a financial advisor at Azzad Asset Management, Inc. in Chicago, IL, holding a Series 65 designation with one year of industry experience. His prior work includes roles at PricewaterhouseCoopers LLP and the University of Illinois Chicago. Azzad Asset Management provides investment management and financial planning services to a diverse range of clients, including individuals, retirement plans, charitable institutions, and small businesses. The firm focuses on socially responsible Islamic investing, utilizing proprietary screening tools to exclude companies involved in certain industries, and offers a mix of internally managed portfolios and independent model managers.

John Fitzpatrick is a financial advisor at Oak Family Advisors, LLC in Chicago, holding a Series 65 designation with 14 years of industry experience. He has been with Oak Family Advisors since 2010. Outside of his advisory role, Fitzpatrick serves as chairman of Oak Street Management Co. LLC, a manager of real estate-related investments, and as a non-executive director of AIG. 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, offering global diversification through a combination of in-house equity and fixed income holdings, passive ETFs, and selected active managers.

William Embree is a financial advisor at Embree Financial Group in Chicago, IL, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CitiGroup Global Markets Inc. for 19 years before joining Embree Financial Group in 2017. Embree Financial Group provides holistic financial planning, discretionary investment management, and retirement plan consulting to individuals and institutions, including high net worth clients and corporations. The firm manages assets using fundamental, technical, and cyclical analysis, investing primarily in no-load mutual funds, ETFs, and individual securities, while offering customized reporting and fee arrangements.

Samuel Gettis is a financial advisor at Solyco Wealth LLC with six years of industry experience. His career includes roles at JP Morgan Chase bank, N.A., J.P. Morgan Securities LLC, and EG Capital Holding. He has also been involved with Boys Hope Girls Hope of NYC. Solyco Wealth serves individuals, high net worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management and financial planning. The firm uses a combination of fundamental and technical analysis and manages portfolios including mutual funds, ETFs, stocks, bonds, options, and alternative investments, with a generally long-term focus.

Christian Francaviglia is a Financial Solutions Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their personal priorities and develop strategies tailored to pursue their financial goals. His approach includes guiding clients on topics such as investing, retirement planning, funding education, and managing unexpected expenses. Christian holds a Bachelor's Degree from the University of Iowa and has earned several professional designations, including Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). He is involved with the organization PAWS Chicago.

Scott Munkvold is a CFP® professional with 22 years of experience in financial advising. He has been with Financial Solutions Advisory Group since 2003. Financial Solutions Advisory Group serves high-net-worth individuals, corporations, pension and profit-sharing plans, and trusts by providing portfolio management, financial planning, and retirement plan consulting and education. The firm uses a comprehensive data-gathering process to establish client-specific investment policies and employs a combination of fundamental, technical, quantitative, and qualitative analysis in its investment approach.

Jonathan Kruger is a financial advisor at Rothschild Wealth LLC with 37 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. His prior roles include positions at Pacific Life Insurance, Protective Life Insurance Company, Proequities Inc, and Halo Securities LLC. Rothschild Wealth serves individuals, high-net-worth clients, corporate executive groups, retirement plans, trusts, foundations, and other institutional clients. The firm offers portfolio management, financial planning, and retirement and investment consulting, utilizing asset-allocation models that consider tax, estate, cash-flow, and risk factors.

Keith Schwefel is a financial advisor with Geneva Partners, LLC in Chicago, IL. He holds a Series 65 designation and has eight years of industry experience. Prior to joining Geneva Partners in 2017, he worked at the Washington DC Chamber of Commerce and Illini Media. Geneva Partners manages approximately $423.6 million for about 550 clients, providing discretionary investment supervisory services and individual portfolio management to individuals, charitable organizations, and retirement plans. The firm customizes investment policies through client interviews and employs both fundamental and technical analysis for long- and short-term strategies.