Lara Dalton is a CFP®-certified financial advisor with 15 years of industry experience, currently serving at Embree Financial Group in Chicago, IL. She has been with Waldron Private Wealth since 2016. Outside of her advisory role, she holds a 20% membership in LOBO One LLC, a venture capital group investing in healthcare startups focused on medical device and biotechnology innovations. Embree Financial Group offers comprehensive financial planning, discretionary investment management, and retirement plan consulting to individuals and institutions. The firm emphasizes fiduciary portfolio management using fundamental and technical analysis, investing primarily in no-load mutual funds, ETFs, and individual securities, with tailored services for high net worth clients and institutional plans.

Anthony Madonia is a Series 65-licensed financial advisor with Financial Transparency in Des Plaines, IL, bringing nine years of industry experience. He is also the president and owner of Anthony J. Madonia & Associates Ltd., a law firm established in 1995 with seven attorneys. Additionally, he co-owns two advisory businesses focused on assisting clients with small business matters and provides trustee services for selected law firm clients. Financial Transparency offers investment advisory and financial planning services to individuals, families, retirement plans, businesses, and other organizations through a network of independent advisory representatives. The firm employs an investment approach based on Modern Portfolio Theory and the Efficient Market Hypothesis, utilizing both passive and active strategies tailored across several programs with ongoing portfolio monitoring and rebalancing.

Grant Kuphall is a financial advisor at Searle & Co. in Chicago, IL, holding Series 63 and Series 65 licenses with 45 years of industry experience. He has been with Searle & Co. since 2001 and also associated with The Advisors Group since 2000. Searle & Co. provides discretionary and limited non-discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm manages approximately $630 million across 126 client relationships with a seven-advisor team, employing a tailored investment approach that includes model portfolios, fundamental and technical analysis, and ongoing account monitoring.

Nina Milligan is a CFP® and holds a Series 66 license with five years of industry experience. She currently works at Zenith Wealth Partners and previously held positions at Edward Jones, Citibank, and JP Morgan. Zenith Wealth Partners serves individuals, small businesses, retirement plan sponsors, and charitable organizations, offering services ranging from financial planning and portfolio management to retirement plan consulting and direct private investment evaluation. The firm employs a risk-based investment process focused on diversified index exposures combined with selective active management, and it utilizes documented policies and multi-factor review frameworks.

Michael Lafontaine is a financial advisor at AZA Capital Management in Chicago, IL, with 19 years of industry experience. He has been with AZA Capital Management since 2009 and holds a Series 66 designation. Outside of his advisory role, Mr. Lafontaine owns Harbour Capital Holdings, LLC, a non-investment business focused on maintaining operational continuity through an off-site office location. AZA Capital Management serves individuals, families, other financial advisors and their clients, institutions, retirement plans, and charitable organizations. The firm employs tactical, multi-factor asset allocation strategies primarily using index-based ETFs and dynamic equity and fixed-income shifts, and it frequently acts as a sub-advisor and strategy provider to other advisers and platforms.

Charlie Kuhn is a financial advisor with Rothschild Investment LLC in Chicago, IL. He holds a Series 66 designation and has two years of industry experience. Prior to joining Rothschild Investment, Kuhn held roles at JPMorgan Chase Bank and Jpmorgan Securities LLC. Outside of financial services, he has worked in roles ranging from the Indianapolis Colts to Parlor Doughnuts. Rothschild Investment serves a diverse client base including individuals, families, trustees, corporations, and institutional clients. The firm provides portfolio management, financial planning, retirement plan consulting, and acts as investment manager to a private pooled fund, utilizing asset-allocation models supported by quantitative and technical analysis.

Michael Hickey is a financial advisor at Regal Advisory Services, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Regal Securities since 2023, following positions at Level Four Advisory Services and Level Four Financial, LLC. Regal Advisory Services, Inc. provides financial planning, portfolio management, and retirement plan advisory services to individuals, including high-net-worth clients, as well as trusts, foundations, and business entities. The firm uses a combination of fundamental and quantitative research, offering a range of managed account programs through proprietary platforms and third-party managers, with options for discretionary and non-discretionary management.

Peter Mullins is a CFP® with 16 years of experience, currently serving as a financial advisor at Vestor Capital, LLC since 2013. He previously worked at Vestor Capital Securities, LLC from 2013 to 2020. 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.

Matthew Paprocki is a financial advisor at MEDIQUS Asset Advisors, Inc. in Chicago, IL, holding CFP® and CFA® designations with 10 years of industry experience. He has worked at MEDIQUS since 2016, with previous roles including positions at Sidley Austin, LLP and the Circuit Court of Cook County. Paprocki is also a licensed attorney, though he does not actively practice law. MEDIQUS serves individuals, retirement plans, and not-for-profit medical organizations, including a significant concentration of physicians and medical groups. The firm provides investment advisory, financial planning, educational services, and ERISA plan advisory, focusing on long-term asset allocation with discretionary management via the Betterment platform and comprehensive client reporting.

Douglas Levasseur is a CFP® with 12 years of experience in the financial industry. He is currently with Willis Towers Watson Securities, LLC and previously worked at LPL Financial, BMO Financial Group, Northwestern Mutual Investment Services, and R P Sarnecki. His background includes roles at both advisory and financial services firms. Willis Towers Watson Securities, LLC provides retirement-focused investment advisory services to individuals and high-net-worth clients through its Via Retirement platform, which combines web-based financial planning and discretionary model portfolios. The firm’s investment approach emphasizes diversified portfolios and asset allocation modeling supported by affiliated sub-adviser research.

Chad Rawleigh is a CFA® charterholder with 10 years of industry experience, currently serving at Financial Solutions Advisory Group in Chicago, IL. He previously worked at Embree Financial Group. Financial Solutions Advisory Group advises high-net-worth individuals, corporations, pension and profit-sharing plans, and trusts, providing portfolio management, financial planning, and retirement plan consulting. The firm uses a comprehensive investment process incorporating various analytical methods and offers a quarterly newsletter with general financial and market information.

Sharon Egan is a CFP® professional with 15 years of industry experience, currently serving at North Star Investment Management Corporation since 2012. She holds Series 63 and Series 66 licenses and teaches a class at Northern Trust, unrelated to investment topics. North Star Investment Management Corporation serves a range of clients including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations, providing discretionary portfolio management, financial planning, and family office services. The firm manages approximately $2.5 billion in assets and often allocates client portfolios into its own mutual funds.

Elaine Moss is a financial advisor with Vestor Capital, LLC in Chicago, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Vestor Capital and its affiliated entities since 2010, working in both advisory and broker-dealer capacities. 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 employs a centralized Investment Committee to manage approximately $2.08 billion in discretionary assets through concentrated, low-turnover equity portfolios alongside diversified fixed income and alternative strategies.

Michael Tosaw is a financial advisor with RCM Wealth Advisors in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Know Your Options, Inc. since 2009. Outside of financial advising, Tosaw spends time teaching football classes to high school students and is an author working on a book. RCM Wealth Advisors is a multi-advisor SEC-registered firm managing approximately $324 million for around 530 clients. The firm serves individuals, pension and profit-sharing plans, and corporate clients, employing a combination of fundamental and cyclical analysis to tailor portfolios to client objectives, utilizing strategies including ETF allocations and options-based programs.

Julie Ann Hepburn is a financial advisor with Bull Harbor Capital LLC, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. Her prior roles include positions at PL Wealth Advisors and Partners For Prosperity, LLC. She is also involved in coaching advisors and small business owners through her independent coaching business. Bull Harbor Capital LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term strategic asset allocation with tactical adjustments and utilizes a range of investment vehicles, including mutual funds, ETFs, individual equities, fixed income, and covered options.

Kevin Reilly is a financial advisor with Colliers Securities LLC in Chicago, IL, holding a Series 66 designation and 16 years of industry experience. He previously worked at Hilltop Securities Inc. for seven years before joining Colliers Securities in 2022. Colliers Securities LLC serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities, offering brokerage, custody, execution, and investment advisory services through both non-discretionary and discretionary programs. The firm combines broker-dealer and registered investment adviser functions and is affiliated with the broader Colliers group, providing a range of financial and insurance products.

Henry Reilly is a financial advisor at Keebeck Wealth Management in Chicago, holding a Series 65 designation. He has been with Keebeck since 2024 and has no prior industry experience before joining the firm. Before his advisory role, he spent four years at Trinity College and held teaching positions at Medfield High School and Thomas Blake Middle School. Keebeck Wealth Management provides discretionary portfolio management to individuals, retirement plans, and corporate clients, overseeing approximately $2.03 billion in assets. The firm uses third-party managers and a TAMP platform for portfolio construction and relies on model portfolios and delegated discretionary trading rather than proprietary security-level research.

Erica Gnilka is a Series 65-licensed financial advisor at Chicago Wealth Management, Inc. with two years of industry experience. Prior to joining Chicago Wealth Management, she held positions at the Genetics & IVF Institute and Rush University Medical Center, and worked for five years at McDermott Will & Emery. Chicago Wealth Management provides investment management and financial planning primarily to high-net-worth and high-income individuals, as well as non-profit and institutional clients. The firm employs a tactical investment approach focused on maximizing absolute long-term returns while limiting large portfolio losses through diversified allocations and model-driven rebalancing.

Zachary Steinhandler is a financial advisor at MariPau Wealth Management LLC with nine years of industry experience. He holds a Series 65 designation and has worked at MariPau Wealth Management since 2022. Steinhandler also owns and operates Steinhandler Wealth Advisors and Steinhandler Insurance Group, where he provides investment advisory services and specializes in annuity and life insurance sales. MariPau Wealth Management offers tailored investment advisory and portfolio management services, financial planning, consulting, and educational seminars for individual and high-net-worth clients. The firm collaborates with advisory affiliates and uses various third-party platforms and strategies to support client portfolios.

Jacob Szewczyk is a financial advisor with Chicago Wealth Management, Inc. He holds a Series 65 license and has been with the firm since 2025. Prior to joining Chicago Wealth Management, he gained experience at Wrobel & Associates and held various roles while attending the University of Iowa. Chicago Wealth Management provides investment management and financial planning services primarily to high-net-worth and high-income individuals, as well as non-profit and institutional clients. The firm employs a tactical investment approach focused on maximizing long-term returns while managing downside risk, utilizing a range of asset classes and ongoing model-driven rebalancing.