Eric Kuby is a financial advisor with North Star Investment Management Corporation in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at North Star since 2004 and previously held positions at NewEdge Securities and Wells Fargo Clearing. He is also an investment committee member at Regal Investment Advisors LLC. North Star Investment Management Corporation serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other entities. The firm provides discretionary portfolio management, financial planning, family office services, and manages approximately $2.5 billion in assets, often allocating client assets into its own mutual funds.

Gergana Vasileva is an Investment Advisor Representative at Journey Financial Group, Inc. with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has been with Journey Financial Group since 2013. In addition to her advisory role, she provides notary public services to clients at no charge. Journey Financial Group serves individual clients across various wealth levels, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, employing firm-developed model portfolios spanning conservative to aggressive risk profiles and utilizing both fundamental and technical analysis.

Jack Rafferty is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Rothschild Wealth LLC, where he has worked since 2024, following prior roles at Wipfli Financial Advisors/Creative Planning and William Blair. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, corporate executive groups, trusts, retirement plans, and other institutional clients. The firm employs asset-allocation models based on client questionnaires and quantitative analysis, implementing strategies through mutual funds, ETFs, individual securities, and sub-advisers.

John Kostaken is a financial advisor at Truvestments Capital LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Truvestments Capital since 2019. Outside of his advisory role, Kostaken is an associate at Demongronomics, where he is involved in marketing and technology administration. Truvestments Capital LLC serves individuals, high-net-worth clients, trusts, estates, private funds, charitable organizations, and businesses. The firm offers discretionary and non-discretionary asset management, financial planning, consulting, and sub-advisory services, and manages a private investment vehicle focused on long-term Bitcoin holdings.

Andrew Barlow is a financial advisor at Harvest Investment Services, LLC with three years of industry experience. He holds a Series 65 designation and is a partner at Harvesting Kingdom Resources, a private equity fund sponsor where he manages fund administration and investor relations. His work history also includes roles at Envoy Financial and Brand Champions. Harvest Investment Services, LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and institutions. The firm employs an actively managed tactical investment approach and offers specialized services such as ERISA 3(38) investment management and held-away 401(k) account oversight.

Randolph Hardy is a CFP®, CFA®, and Series 63-licensed advisor with 22 years of industry experience. He has been with Factor Wealth Management since 2009 and previously worked at LWI Financial Inc. and Loring Ward Capital Management Inc. Hardy is based in Chicago, IL. Factor Wealth Management serves high-net-worth 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 employs a long-term, risk-based investment approach across multiple asset classes, incorporates third-party advisers, and uses borrowing strategies in separately managed accounts.

Steven Bartz is a Series 65 licensed financial advisor with 28 years of industry experience. He has been with Graybill, Bartz & Associates, Ltd. since 1996. Graybill Wealth Management, Ltd. provides discretionary investment supervisory services to individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and trust accounts. The firm employs a fundamental, research-driven growth investing approach focused on companies with strong balance sheets and sustainable earnings, while balancing equity exposure with intermediate-term, high-grade fixed income and income vehicles.

Mark Soehn is a Series 65-licensed financial advisor with 20 years of industry experience. He has been with Financial Solutions Advisory Group in Chicago, IL since 2003. Financial Solutions Advisory Group serves high-net-worth individuals, corporations, pension and profit-sharing plans, and trusts, offering portfolio management, financial planning, consulting, and retirement plan education services. The firm uses a comprehensive data-gathering process to establish client-specific investment policies and employs a mix of fundamental, technical, quantitative, and qualitative analysis across long- and short-term strategies.

Stuart Loren is a financial advisor with Fort Sheridan Advisors LLC, holding a Series 66 designation and 10 years of industry experience. He has worked at Fort Sheridan Advisors since 2018 and previously held roles at Western International Securities, Inc. and Karmin Capital Management. Fort Sheridan Advisors serves high-net-worth individuals, family offices, pensions, endowments, trusts, charitable organizations, and corporate clients with discretionary asset management and pension consulting. The firm employs a long-term, value-investor approach that combines quantitative tools with qualitative judgment and is involved in private investments and liquidation management for private funds.

Richert Hart is a CFP® and holds a Series 66 license, with 20 years of experience in the financial services industry. He is currently with 1834 Investment Advisors Co., where he has worked since 2026. His prior roles include positions at Mission Square Retirement, Mission Square Investment Services, Ausdal Financial Partners, Nadler Financial Group, Total Benefit Communications, Capital One Financial Advisors, and Chevy Chase Financial Services. 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, operating as a wholly owned subsidiary of Old National Bancorp and offering specialized services such as cash-balance defined benefit plans and private investment consulting.

Katarzyna Richardson is a financial advisor at Expressive Wealth LLC in Chicago, IL, with eight years of industry experience. She holds Series 63 and Series 65 designations. Her prior work includes roles at Eddie Patel Inc., National Financial Services LLC, Charles Schwab, and FIDELITY Brokerage Services LLC. Expressive Wealth serves individuals, high-net-worth clients, trusts, estates, and retirement plans by providing discretionary asset management, ERISA 3(38) plan services, modular financial planning, and consultation. The firm employs fundamental, technical, and cyclical analysis in its investment decisions and offers oversight of Sub-Advisors’ strategies as part of its portfolio management.

Kyle Depasquale is a financial advisor at Rothschild Wealth LLC with 16 years of industry experience. He holds the Series 66 designation and has worked at firms including Goldman Sachs Wealth Services and Ausdal Financial Partners. He is also involved with Sentinus Insurance Services in Oakbrook, IL, where he dedicates time to insurance sales. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, corporate executive groups, trusts, retirement plans, and other institutional clients. The firm’s investment process focuses on asset-allocation models based on client questionnaires and quantitative analysis, implemented through a variety of securities and external sub-advisers.

Alexander Saf 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 held positions at Innovis Asset Management LLC and Premier Asset Management. Sierra Summit Advisors primarily serves high-net-worth individuals and institutional clients, offering discretionary portfolio management, financial planning, and consulting services. The firm employs a combination of fundamental, quantitative, and technical analysis across a range of equity and fixed-income strategies and manages over $600 million for approximately 115 clients.

Benjamin Wozniak is a financial advisor at Chicago Oakbrook Financial Group with 43 years of industry experience. He has held positions at Commonwealth Financial Network, LPL Financial, and Mutual Service Corporation. Wozniak holds Series 63 and Series 65 licenses. Chicago Oakbrook Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm provides customized wealth management, discretionary portfolio management, comprehensive financial planning, and retirement plan consulting using a broad range of investment strategies and securities.

Richard Little is a financial advisor at Serenity Investment Advisors in Chicago, IL, with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Kingsview Asset Management and Edward Jones. He is also an independent insurance agent specializing in life insurance. 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 proprietary model portfolios tailored to client risk profiles.

Timothy Hattendorf is a financial advisor at Nadler Financial Group, Inc. He holds a Series 66 designation and has two years of industry experience. His prior experience includes a decade at Hightower Trust Company of Illinois. He is involved in retirement plan advisory services, working with plan sponsors and participants. Nadler Financial Group serves individuals, charitable organizations, business entities, and retirement plans, providing discretionary investment management along with financial planning and retirement plan consulting when requested. The firm employs tactical asset allocation across diversified vehicles and offers a program tailored for smaller accounts within its multi-advisor structure.

Jacqueline Sedlak is a financial advisor at Rothschild Investment LLC in Chicago, IL, with 15 years of industry experience. She holds a Series 66 designation and has worked at Rothschild Wealth, LLC, Rothschild Investment, LLC, Hightower Advisors, William Blair, and Wintrust Investments. 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 uses client-specific asset allocation models and incorporates quantitative analysis and third-party tools in its portfolio management and retirement plan consulting services.

Ashley Armenta is a financial advisor at E. A. Horwitz LLC with 14 years of industry experience. She holds the Series 66 designation and previously worked at Western International Securities, Inc. for 10 years. Armenta has been with E. A. Horwitz LLC since 2013. E. A. Horwitz LLC provides portfolio management and comprehensive financial planning primarily for individual clients, employing a generally conservative, principal-preservation investment approach tailored to individual needs. The firm integrates options and fixed-income trading to manage risk and generate income while coordinating with other professionals and maintaining formal training and supervision for its advisors.

Arielle Hannan is a financial advisor at Rebellion Asset Management, LLC in Chicago, IL, holding a Series 66 designation with 10 years of industry experience. She has been with Rebellion Asset Management since 2016. Outside of her advisory role, she serves as an investment education consultant for project management, operations, general office management, and event planning. Rebellion Asset Management is a five-advisor firm providing fee-based investment management and financial planning to families, high-net-worth individuals, trusts, charitable entities, corporations, and other business clients. The firm employs quantitative methods, technical analysis, and options strategies, and also acts as a sub-advisor to independent RIAs and institutional clients.

Lavonte Jones is a financial advisor at SGL Financial, LLC with Series 65 and Series 63 credentials and four years of industry experience. His prior roles include positions at J.P. Morgan Securities, Northwestern Mutual, and Koloni Inc. SGL Financial, LLC is a fee-based investment adviser serving financially established individuals, high-net-worth clients, small businesses, and select retirement and profit-sharing plans. The firm provides discretionary and non-discretionary portfolio management and emphasizes broad diversification, long-term asset allocation, and treats cash as an asset class through a model largely implemented with third-party money managers and a sub-advisory relationship with Savant Capital.