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® with 11 years of experience, currently serving with MPM Wealth Advisors in Chicago, IL. She has been with MPM Wealth Advisors since 2015. MPM Wealth Advisors provides investment advisory and financial planning services to individuals, pension and employee benefit plans, trusts, and other entities. The firm emphasizes diversified portfolios primarily made up of low-expense mutual funds and ETFs, using client suitability and risk profiles to guide portfolio construction and rebalancing.

Randy Addie is a financial advisor with 25 years of industry experience, currently with 1834 Investment Advisors Co. He holds Series 65 and Series 63 licenses. His prior roles include positions at Old National Bank, LPL Financial LLC, Sentry Insurance, and Ameriprise Advisor Services. Randy also serves as Vice President at Old National Bank, a subsidiary of Old National Bancorp. 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 within a framework guided by written Investment Policy Statements.

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.

Marshall Garrett is a CFP® with five years of industry experience, currently serving as an advisor at Zimmerman Wealth Management, LLC since 2013. He holds a Series 65 license and operates out of Evanston, IL. Zimmerman Wealth Management is an SEC-registered advisory firm offering discretionary investment management, comprehensive financial planning, and pension consulting to individuals, trusts, employee benefit plans, charitable organizations, and privately held entities. The firm employs a conservative, long-term asset allocation strategy using mutual funds, ETFs, and closed-end funds, with a focus on continuous portfolio supervision and written financial plans.

Christian Geringer is a CFP® with 22 years of industry experience, currently serving at Rothschild Investment LLC since 2003. He holds a Series 63 designation and is based in Chicago, IL. Outside of his advisory work, Geringer serves as a paid-on-call firefighter for the Village of Western Springs, responding to emergencies in the local community. Rothschild Investment LLC provides investment advisory and financial planning services to individuals, trusts, corporations, pension and profit-sharing plans, and other institutional clients. The firm employs client-specific asset allocation models and quantitative analysis, offering both discretionary and non-discretionary portfolio management as well as retirement plan consulting.

Stephen Mccormick is a financial advisor at Rothschild Wealth LLC with a Series 65 designation and three years of industry experience. His prior roles include positions at Sentinus, LLC and Wealth Planning Network. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, corporate executive groups, trusts, retirement plans, and institutional clients, using asset-allocation models supported by quantitative analysis and third-party platforms.

Steven Urban is a CFP® and Series 65 designated advisor with 29 years of industry experience. He is a principal at Urban Financial Advisory Corporation in Evanston, IL, where he has worked since 1990. Urban Financial Advisory Corporation serves mid- to high-net-worth individuals and related entities, offering comprehensive financial planning and portfolio management. The firm integrates accounting and legal services alongside its advisory work, and specializes in advising clients with complex employer-sponsored retirement and compensation plans.

Ryan Todd is a financial advisor at Lake Street with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Lake Street since 2020. Prior to that, he was with Merrill from 2015 to 2020 and has been associated with Bank of America since 2015. Lake Street serves individual and high-net-worth clients, business entities, retirement plans, trusts, estates, charitable organizations, private foundations, and insurance companies. The firm employs a multifaceted investment approach that includes fundamental, technical, and cyclical analyses, alongside asset-class allocation and tax considerations, and offers access to affiliated private funds for qualified investors.

Donald Morley is a financial advisor at Capital Cities Investments with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Morgan Stanley Private Bank and Morgan Stanley Smith Barney prior to joining Capital Cities Investments in 2017. Capital Cities Investments serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans, offering portfolio management and financial planning services. The firm emphasizes diversified portfolios with a mix of active and passive management, tailored to clients' risk tolerance and financial needs, and utilizes tools such as Callan’s UMA platform and Schwab’s automated programs.

Kevin Silverman is a CFA® charterholder with 20 years of industry experience. He is currently a financial advisor at Carmel Capital Partners, LLC and also owns Madison Partners, L.C., a business involved in research, publishing, and content creation. Since 2023, he has been teaching investing and portfolio management to graduate and undergraduate students at the University of Wisconsin-Milwaukee. Carmel Capital Partners provides discretionary and non-discretionary portfolio management primarily to individual and high-net-worth clients. The firm emphasizes fundamental valuation focused on free cash flow and capital preservation, and it sponsors and manages multiple private funds and special purpose vehicles.

Andrew Cardillo is a CFP® with 10 years of industry experience and is currently a financial advisor at Indivisible Partners. He has previously worked at UBS Financial Services for a total of 10 years across multiple periods. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses with portfolio management, financial planning, and third-party manager selection. The firm employs a strategic asset allocation framework and offers a range of investment approaches, including active, passive, and blended strategies, with access to private alternatives and credit solutions.

Samuel Hord is a financial advisor at Rothschild Investment LLC with 12 years of industry experience. He holds a Series 66 designation and has been with Rothschild Investment LLC since 2014. Outside of his advisory role, he is also involved with The Flats at ISU and Illinois State University. Rothschild Investment LLC provides investment advisory and financial planning services to individuals, trusts, corporations, pension plans, and other institutional clients. The firm employs client-specific asset allocation models that incorporate tax, estate, cash-flow, and risk tolerance factors, and it offers a range of portfolio management and retirement consulting services.

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.

Cynthia Schulze is a financial advisor at Nadler Financial Group, Inc. with four years of industry experience. She holds the Series 66 designation and has previously worked at Ausdal Financial Partners, Inc., FSB & W, LLC, Johnson, Goldberg & Brown, LTD, and Kessler Orlean Silver & Co. Nadler Financial Group serves individuals, charitable organizations, business entities, and retirement plans by offering discretionary investment management and financial planning services tailored to client objectives. The firm employs tactical asset allocation across diversified vehicles and operates a program for smaller accounts within its multi-advisor platform.

Jason Paplaski is a financial advisor at Serenity Investment Advisors in Chicago, IL, with 16 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at LPL Financial, Charles Schwab, and Optionsxpress Inc. Serenity Wealth Management provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a tactical allocation approach supported by fundamental analysis and uses proprietary model portfolios tailored to client risk profiles.

Kenneth Green is a financial advisor with Uhlmann Investment Management, L.L.C. He holds the Series 63, Series 66, and Series 65 designations and has 36 years of industry experience. Kenneth has worked at Marc J. Lane & Company since 1995 and at Marc J. Lane Investment Management, Inc. since 2002. Uhlmann Investment Management provides discretionary and non-discretionary portfolio management to individuals, institutions, and trusts, utilizing a fundamental analysis approach to match portfolios with clients’ objectives and risk tolerance through a mix of stocks, bonds, ETFs, mutual funds, and alternatives. The firm offers various managed-account solutions and employs third-party managers, supporting client-specific restrictions and exclusions.