Luke Novak is a financial advisor at Rothschild Investment LLC with 20 years of industry experience. He has been with Rothschild Investment Corp. since 2004 and holds a Series 66 designation. Rothschild Investment serves individuals, families, trustees, corporations, pension and profit-sharing plans, retirement plan sponsors, foundations, and other institutional clients. The firm provides portfolio management, financial planning, retirement plan consulting, and third-party sub-adviser selection, using asset-allocation models tailored to clients’ objectives and employing a variety of investment vehicles and analytical methods.

Chad Whiteley is a CFA® charterholder with three years of industry experience. He is currently with Sierra Summit Advisors LLC, where he has worked since 2023. Prior to that, he was with Innovis Asset Management LLC for two years and Premier Asset Management LLC for nine years. Sierra Summit Advisors primarily serves high-net-worth individuals and institutional clients, offering discretionary portfolio management, financial planning, and consulting services. The firm uses a combination of fundamental, quantitative, and technical analysis across various equity and fixed-income strategies and manages over $600 million for approximately 115 clients.

Valerie Larson is a financial advisor at Romano Brothers and Company with 10 years of industry experience. She holds a Series 66 designation. Romano Brothers and Company serves individuals—including high-net-worth clients—employee benefit plans, non-profits, trusts, estates, and corporate entities. The firm offers discretionary portfolio management, financial planning, and brokerage services, employing a generally conservative, long-term, fundamentals-based investment approach with both active and passive strategies.

Brian Mcdonaugh is a financial advisor with Journey Financial Group, Inc. in Buffalo Grove, IL. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, he worked at Royal Alliance Associates Inc. and Osaic Wealth, Inc. Mcdonaugh also provides notary public services to clients at no charge. Journey Financial Group serves individual investors, retirement plans, charitable organizations, and corporate clients by offering discretionary portfolio management, financial planning, asset-allocation advice, and retirement plan consulting. The firm uses written plans and reporting to document goals and recommendations and employs both fundamental and technical analysis in managing client portfolios.

Julia Khazan is a CFP® professional with four years of industry experience, currently serving at MEDIQUS Asset Advisors, Inc., where she has been with the firm since 2007. She is based in Chicago, IL, and is part of a five-advisor team. MEDIQUS Asset Advisors serves individuals, including many physicians and medical groups, as well as retirement plans and not-for-profit medical organizations. The firm provides investment advisory, financial planning, and educational services, using a long-term asset allocation strategy managed via the Betterment for Advisors platform.

Michael Adler is a CFP® with 14 years of industry experience, currently serving at Rothschild Wealth LLC and Rothschild Investment, LLC since 2025. He previously worked at Goldman Sachs & Co. LLC from 2021 to 2025 and The AYCO Company, L.P./Mercer Allied from 2010 to 2021. Mr. Adler is also a licensed insurance agent and registered representative, providing securities brokerage and insurance services on a commission basis. Rothschild Wealth serves individuals, high-net-worth clients, corporate executive groups, retirement plans, trusts, foundations, and other institutional clients, offering portfolio management, financial planning, and retirement and investment consulting. The firm employs a client-focused approach to asset allocation, utilizing quantitative and qualitative analysis along with ongoing portfolio monitoring.

Joshua Beachler is a CFP® and holds a Series 66 license, with nine years of industry experience. He is currently with Goldstone Financial Group, LLC and previously worked at Clearwater Capital Partners and Bank of America, N.A. from 2016 to 2019. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing approximately $1.05 billion across individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers and third-party models, employing strategies that include mutual funds, ETFs, fixed income, and select alternative investments.

Patricia Musachio is a financial advisor at Walsh & Associates, LLC with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial (Dba Kinnare & Associates Financial Consultants) since 2003. She joined Walsh & Associates in 2025 as part of an eight-advisor team. Walsh & Associates serves individuals, trusts, estates, charitable organizations, and employer retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $660 million on a discretionary basis and employs strategies that emphasize asset allocation along with fundamental, quantitative, and qualitative security analysis.

Donald Roseen is a financial advisor at Lake Street with 26 years of industry experience. He holds the Series 66 designation and has worked at Lake Street Financial, LLC since 2018, following a 15-year tenure at Rothschild Investment Corp. and a brief period at United Advisors. Lake Street Private Wealth provides investment management and financial planning services to individuals, high-net-worth clients, business entities, and various types of plans and trusts. The firm emphasizes institutional cost structures, global diversification, tax minimization, and asset-class allocation, offering both discretionary and non-discretionary portfolio management.

Thomas Bruce is a financial advisor at Matrix Private Capital Group in Chicago, Illinois, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank prior to joining Matrix in 2019. Matrix Private Capital Group provides customized wealth management and advisory services to high net worth individuals, families, and related trusts and estates. The firm employs a solutions-driven investment approach emphasizing strategic diversification and risk management across traditional and alternative asset classes, and sponsors private co-investment vehicles that invest alongside private equity firms in single-deal transactions.

Grace Martin is a financial advisor at Vestor Capital, LLC with a Series 65 designation and one year of industry experience. She previously worked at The Mather Group for two years before joining Vestor Capital. Vestor Capital is a multi-team investment and wealth management firm 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 equity portfolios alongside diversified fixed income and alternative strategies.

Keith Schoenfeld is a financial advisor at Mowery & Schoenfeld Wealth Management, LLC with 26 years of industry experience. He holds a Series 65 credential and has been with Mowery & Schoenfeld since 1996. In addition to his advisory role, he is a member of Mowery & Schoenfeld, LLC, a CPA firm in Lincolnshire, IL, and holds life and health insurance licenses. Mowery & Schoenfeld Wealth Management, LLC serves individuals, including high-net-worth clients, and retirement plans by providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm customizes portfolios using quantitative tools and a mix of mutual funds, ETFs, and individual securities, and it manages roughly $389 million in assets across about 161 client relationships.

Rahul Shirahatti is a financial advisor at SGL Financial, LLC with three years of industry experience. He holds the Series 65 designation and previously worked at Coyle Financial Counsel, LLC and The Boeing Company. SGL Financial, LLC is a fee-based investment adviser serving financially established individuals, high-net-worth clients, small businesses, and certain retirement and profit-sharing plans. The firm focuses on broad diversification and long-term asset allocation through third-party money managers and a sub-advisory relationship with Savant Capital, providing discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Grant Feurer is a financial advisor at LCM Capital Management Inc. with 19 years of industry experience. He holds a Series 65 designation and has been self-employed since 2004. In addition to his advisory role, he is a stock trader with Gelber Securities. LCM Capital Management provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a fundamental issuer analysis approach focused on long-term equity holdings primarily from the S&P 500 and EAFE universes, managing approximately $365 million in assets through a team of nine advisors.

Jane Ellen Wolak is a CFP®-certified financial advisor with 25 years of industry experience, currently serving at The Mosaic Financial Group, LLC since 2000. Based in Chicago, IL, she holds Series 63 and Series 65 licenses. The Mosaic Financial Group primarily serves high-net-worth individuals, trusts, estates, charitable organizations, and various institutional clients, managing approximately $898 million in assets. The firm emphasizes asset allocation and integrates accounting and tax services into its advisory platform, offering both discretionary and non-discretionary portfolio management with a client-specific approach.

Elizabeth Molique is a financial advisor with SJS Investment Services in Chicago, IL. She holds a Series 65 designation and has been with SJS since 2024, with prior experience including legal practice at Molique Law PLLC and roles in real estate services. SJS Investment Services manages approximately $2.5 billion with an 18-advisor team serving individuals, high-net-worth clients, business owners, retirement plans, non-profits, endowments, foundations, and public entities. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and consultation services, operating under a fiduciary standard with an Investment Committee that maintains diversified model portfolios and conducts regular portfolio monitoring.

William Hart is a CFA® charterholder with 15 years of industry experience and a Series 65 license. He is part of Hartline Investment Corporation, a team-based firm where he has worked since 1990. Hartline Investment Corporation manages discretionary and non-discretionary portfolios for individual clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis, utilizing various strategies including options and derivative techniques, and manages approximately $851 million across a small advisory team.

Sherwin Korey is a financial advisor at Capital Resource Management, Inc. in Deerfield, IL, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SGC Securities LP since 2007 while maintaining his role at Capital Resource Management since 1991. Capital Resource Management provides portfolio management and consulting services to a diverse client base including individuals, retirement plans, corporations, and not-for-profits. The firm focuses on strategic asset allocation and manager-based investment solutions, operating primarily on a non-discretionary basis with an emphasis on manager selection and oversight.

Collin Wegener is a financial advisor at The Mosaic Financial Group, LLC in Chicago, holding a Series 65 designation with two years of industry experience. He has been with The Mosaic Financial Group since 2018 following five years as a student. The Mosaic Financial Group serves primarily high-net-worth individuals, trusts, estates, charitable organizations, and various types of plans and entities, managing approximately $898 million in assets across about 125 client relationships. The firm integrates investment advisory with accounting and tax services, offering both discretionary and non-discretionary portfolio management with a focus on asset allocation and individualized portfolio construction.

Eric Miller is a CFP® with three years of industry experience, currently affiliated with Nadler Financial Group, Inc. He has held positions at several firms, including Ausdal Financial Partners, LPL Financial, Compass Financial Strategies, and Waddell & Reed. Nadler Financial Group serves individuals, charitable organizations, business entities, and retirement plans by offering discretionary investment management and financial planning services. The firm employs tactical asset allocation across diversified vehicles and operates a specialized program for smaller accounts, supported by a multi-advisor team managing approximately $1.9 billion in assets.