Jason Andryzak is a financial advisor at Unique Wealth Strategies with 18 years of industry experience. He holds the Series 66 designation and previously worked at Private Advisor Group, LLC and LPL Financial, LLC. Unique Wealth Strategies serves individuals, small businesses, trusts, estates, and charitable clients with asset management, financial planning, and retirement plan services. The firm offers asset management through its proprietary wrap program and provides ERISA plan advisory roles, employing a mix of fundamental, technical, quantitative, and modern portfolio theory approaches.

Gregory Bruno is a CFP®-certified financial advisor with 18 years of industry experience. He is affiliated with Ausdal Financial Partners, Inc. and has worked at M. Brown Financial Advisors since 2021 as well as M Brown & Associates since 2009. Bruno serves as a board member of a charitable organization, KUZA Project, dedicating a few hours monthly to this role without compensation. Ausdal Financial Partners, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm provides investment advisory programs, retirement plan services, and financial planning to a wide range of clients, including individuals, trusts, corporations, pension plans, and charitable organizations, offering both discretionary and non-discretionary investment strategies across multiple account types.

Ronald Doweidt is a financial advisor at San Blas Advisory, Inc. with 23 years of industry experience. He holds a Series 66 designation and has worked at Prosperity Wealth Management, Inc., Brokers International Financial Services, LLC, and Investment Advisors Corp. San Blas Advisory, Inc. provides investment advisory and financial planning services to individuals, high-net-worth clients, and businesses. The firm manages approximately $219 million in assets using a mix of fundamental, technical, and qualitative analysis, employing discretionary and non-discretionary portfolio management with a focus on asset allocation and value-oriented strategies.

Ethan Willett is a financial advisor with Stenger Family Office, LLC, holding a Series 65 designation and beginning his career in the industry in 2026. Prior to joining Stenger, he gained experience through internships and roles at VCapital Management and Medline, alongside ongoing studies at Northwestern University. Stenger Family Office serves a diverse client base including individuals, trusts, estates, pension plans, charitable organizations, and businesses, managing approximately $735 million. The firm offers financial planning, portfolio management, wealth and family office services, and pension consulting, using a structured investment approach with factor analysis, fundamental security analysis, and periodic rebalancing overseen by an investment committee.

Justin Dagostino is a CFP® and holds a Series 66 license, with nine years of experience in the financial services industry. He is currently with Vertex Partners, where he has worked since 2019 in various capacities, including the launch of Vertex Partners as an independent investment advisor firm in 2022. His prior experience includes roles at LPL Financial, TD Ameritrade, Scottrade, Executive Wealth Management, and INVEST Financial Corp. Vertex Partners provides advisory services to individuals, trusts, estates, retirement plans, and charitable and corporate entities. The firm’s investment approach emphasizes asset allocation, diversification, and behavioral finance, using a combination of active and passive model portfolios implemented through various investment vehicles and third-party manager platforms.

Ryan Lantz is a financial advisor at Lantz Financial LLC in Naperville, IL, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Lantz Financial, he worked at J. P. Morgan Securities LLC and JPMorgan Chase Bank N. A. from 2022 to 2024. Lantz Financial provides portfolio management, financial planning, and retirement-plan services to individuals, families, businesses, and retirement plans. The firm manages approximately $846 million in client assets and employs a globally diversified investment approach based on modern portfolio theory, using primarily mutual funds and exchange-traded funds.

James Dingle is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His prior roles include positions at American Trust Investment Services Advisory, Inc., American Trust Investment Services, Inc., and Lasalle St. Securities, L.L.C. Outside of his advisory work, he serves as head coach of the Lincoln-Way Hockey team. Chicago Capital Management Advisors is a multi-team registered investment adviser managing approximately $135 million in discretionary assets for over 600 households. The firm offers customized portfolio management and financial planning services across a range of client types, employing a bottoms-up fundamental screening process and integrating varied investment strategies and third-party managers.

Hanna An is a CFP® professional with experience at COFG Advisors, LLC and Daniel Choi CPA, Inc., totaling several years in financial services. She currently serves at Chicago Oakbrook Financial Group in Oak Brook, IL. Chicago Oakbrook Financial Group is a registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm provides customized wealth management, discretionary portfolio management, and comprehensive financial planning, utilizing a broad range of securities and investment strategies tailored to client objectives.

Daniel Hamburger is a CFP® and holds a Series 66 license, with nine years of experience in the financial advisory industry. He is currently with Sikich Financial and has held positions at firms including UBS Financial Services and Wells Fargo Clearing. His background also includes self-employment and roles at several other advisory firms. Sikich Financial is an SEC-registered multi-team advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm provides integrated wealth management through financial planning and portfolio management, utilizing an asset-allocation approach supported by both in-house and third-party managers.

Teresa Mitchell is a CFP® with 25 years of experience in financial advisory services. She is affiliated with Signature Financial Services, Ltd and has a background that includes a long-standing accounting practice under Teresa L. Henley CPA since 1996. Mitchell also maintains an accounting practice outside of her advisory work. Signature Financial Services provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and business entities. The firm’s investment approach is asset-allocation driven and grounded in modern portfolio theory, utilizing model portfolios, institutional strategists, and a range of mutual funds and ETFs, with a focus on periodic rebalancing rather than high-frequency trading.

Michael Cava is a CFP® and CFA® with eight years of industry experience. He is a vice president and senior portfolio manager in the wealth management department at Old Second National Bank and also serves as an advisor at River Street Advisors, LLC. Prior to this, he worked at Fifth Third Private Bank from 2014 to 2018. River Street Advisors, LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as state and municipal agencies, charitable organizations, and corporations. The firm manages approximately $539 million in client assets and employs a combination of quantitative analysis, fundamental and technical research, and derivative strategies to construct and monitor portfolios.

Sean Moran is a CFP® with 21 years of experience in financial services. He is currently with Pinnacle Financial Group LLC and has previously worked at Charles Schwab and UBS Financial Services Inc. Pinnacle Financial Group LLC is a fee-only, SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm combines modern portfolio theory with factor investing, quantitative optimization, and third-party research to provide personalized financial planning and investment management.

William Tasker is a financial advisor at 4Wealth Advisors, Inc. with 19 years of industry experience. He holds a Series 66 designation and has worked at Retirement Income Management, Inc. and Mach 6, LLC. He also serves as an adjunct professor teaching finance classes at Lewis University. 4Wealth Advisors, Inc. provides portfolio management, financial planning, and pension consulting services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm offers customized investment strategies and integrates accounting and insurance services through affiliated entities.

Aldo Vultaggio is a CFA® charterholder with 18 years of industry experience. He has been with Capstone Financial Advisors Inc since 2016. Capstone Financial Advisors provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes asset-class allocation, cost control, and tax efficiency, employing a multi-year investment outlook with a range of strategies and access to private fund investments for qualified investors.

Camilla Corso is a CFP® professional with 14 years of experience in financial advising. She has been with DigioVine Hnilo Jordan + Johnson, Ltd. since 2010. Corso is based in Bartlett, IL, and works as part of an eight-advisor team at DHJJ Financial Advisors. DHJJ Financial Advisors manages approximately $543.5 million and serves individual and high-net-worth clients with portfolio management, financial planning, and retirement plan services. The firm integrates investment management with access to tax preparation and accounting services through an affiliated CPA firm and typically manages accounts on a discretionary basis using a variety of investment vehicles.

Jason Telford is a CFP® and CFA® with 14 years of industry experience. He has been with Capstone Financial Advisors, Inc. since 2004. Capstone Financial Advisors serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management along with financial planning, pension consulting, tax preparation, and access to private fund investments. Its investment approach emphasizes asset-class allocation, cost control, and tax positioning, utilizing mutual funds, ETFs, individual securities, and third-party sub-advisers under an Investment Committee’s oversight.

Matthew Cavanaugh is a financial advisor at XXI Wealth, LLC with 10 years of industry experience. He holds a Series 65 designation and has previously worked at MAI Capital Management LLC, Intersect Capital LLC, GTS Securities, LLC, TRU Trading LLC, and CMZ Trading. XXI Wealth serves individuals, high-net-worth clients, trusts, estates, and select retirement plans, providing comprehensive financial planning and portfolio management. The firm employs tailored asset-allocation strategies including a range of investment vehicles and is notable for its use of margin and derivatives within separately managed accounts, serving a limited client base with a customized service model.

Thomas Obrien is a financial advisor at Rothschild Wealth LLC with 17 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Morningstar Investment Services, Genesis Global Trading, and Astor Investment Management. He is a silent equity partner of TRAIN, LLC, a private workout facility, where he serves on a sub-committee for rules and bylaws. Rothschild Wealth LLC advises individuals, high-net-worth clients, corporate executive groups, trusts, pension and profit-sharing plans, and other institutional and tax-exempt entities, offering financial planning and portfolio management services. The firm uses asset-allocation models tailored to client objectives and employs quantitative methods and third-party sub-advisers to manage portfolios across various investment vehicles.

David Jutovsky is a financial advisor with Financial Solutions Advisory Group in Chicago, IL, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 23 years of industry experience and has worked with HighTower Advisors LLC and Leonetti & Associates, LLC. Outside of his advisory role, he serves as president of JDL Private Tax Services, Inc., a tax preparation company. Financial Solutions Advisory Group advises high-net-worth individuals, corporations, pension and profit-sharing plans, and trusts, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting and education. The firm develops client-specific investment policies and employs a combination of fundamental, technical, quantitative, and qualitative analysis, offering both long- and short-term strategies.

Michael Johnson is a financial advisor at PCG Wealth Management with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial LLC, Johnson, Peterek & Howse LLC, Richard K Johnson & Associates, and Mazars USA. Outside of advising, he is involved in tax preparation and accounting through his activities with MEJ and Associates and Johnson, Peterek & Howse LLC. PCG Wealth Advisors serves individuals, charitable organizations, corporations, and retirement plans, managing approximately $931 million for about 1,800 clients. The firm offers customized portfolio management and financial planning with a focus on long-term strategies using low-cost mutual funds and ETFs, alongside other investment vehicles tailored to client needs.