Wendell Franklin is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has worked at American Trust Investment Services Inc since 2014. Outside of finance, he works part-time as a DJ in Chicago. Chicago Capital Management Advisors is a multi-team registered investment adviser serving individuals, corporations, trusts, and retirement plans with approximately $135 million in discretionary assets under management. The firm offers customized portfolio management and financial planning services, using a bottoms-up fundamental screening process and employing a multi-affiliate operating model to provide a broad range of investment and advisory solutions.

James Bellinger is a financial advisor with RCM Wealth Advisors in Itasca, IL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with RCM Wealth Advisors since 2014 and also serves as president of Better Business Planning, Inc., an employee benefit sales firm he has been involved with since 1977. RCM Wealth Advisors is a multi-advisor SEC-registered firm managing approximately $324 million for about 530 clients. The firm serves individuals, pension and profit-sharing plans, and corporate clients, offering portfolio management and a range of Managed Asset Portfolios with an investment process supported by a weekly Investment Policy Committee.

Katie Reichart is a CFA® charterholder affiliated with Doyenne Wealth Advisors in Chicago, IL. She has one year of industry experience and was previously employed at Morningstar, Inc. for ten years. Doyenne Wealth Advisors offers personalized, fee-only financial counseling and investment advisory services primarily to high-net-worth and ultra-high-net-worth individuals, senior corporate executives, and related entities. The firm focuses on customized, long-term, diversified asset allocation using marketable investments, third-party managed accounts, and selective private investment vehicles, typically on a non-discretionary basis.

John Newhouse is a financial advisor at Rothschild Wealth LLC with one year of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he has been involved in various investment-related ventures since 2003, including managing roles in firms focused on trading, cryptocurrency investing, and venture investing. Rothschild Wealth serves individuals, high-net-worth clients, corporate executive groups, retirement plans, trusts, foundations, and other institutional clients. The firm offers portfolio management, financial planning, and retirement and investment consulting, employing both quantitative and qualitative analysis to build and monitor client portfolios.

Francis Gutrich is a financial advisor at Apollon Financial, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial, Highpoint Advisor Group, and J.P. Morgan Securities. Gutrich also provides investment advisory services through Apollon Financial, an independent registered investment advisory firm. Apollon Financial serves individuals, high-net-worth clients, families, family offices, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team of 16 advisors and offers financial planning, portfolio management, retirement-plan advisory, and access to private and alternative investments using a blend of centrally managed models and advisor-led portfolios.

James Stork is a CFP® and CFA® with 25 years of experience in financial advising. He has been with Pinnacle Financial Group LLC since 2000, currently serving as part of a four-advisor team. Outside of his advisory role, Mr. Stork is a managing member and co-owner of STU Partners, LLC, a holding company for the building Pinnacle leases as its principal place of business, and also manages Tower Management, LLC. Pinnacle Financial Group LLC is an SEC-registered, fee-only 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, offering personalized financial planning and investment management through a consultative, modular approach.

Thomas Zimmerman is a CFP® professional with 28 years of industry experience, currently serving at Zimmerman Wealth Management, LLC since 2003. He holds Series 63 and Series 65 licenses and is based in Evanston, IL. Zimmerman Wealth Management is an SEC-registered advisory firm providing 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 with a focus on mutual funds, ETFs, and closed-end funds, managing several hundred client accounts with roughly half a billion dollars in assets under management.

Bret Petersen is a financial advisor at Rothschild Wealth LLC with 22 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services Inc. and Wells Fargo Clearing Services, LLC. Rothschild Wealth serves individuals, high-net-worth clients, corporate executive groups, retirement plans, trusts, foundations, and other institutional clients by providing portfolio management, financial planning, and retirement and investment consulting. The firm uses a comprehensive approach that incorporates asset allocation models considering tax, estate, cash-flow, and risk factors, utilizing a range of securities and third-party managers with ongoing monitoring and reporting.

Nandan Shah is a financial advisor at Cura Wealth Advisors, LLC in Chicago, IL, with 18 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Arete Wealth Advisors, IHT Wealth Management, and LPL Financial. Outside of advising, Shah is a non-practicing attorney in Illinois and co-founder/COO of an enterprise SaaS platform focused on deception and truth analysis. Cura Wealth Advisors serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities, offering portfolio management and financial planning. The firm employs a variety of investment strategies including stocks, bonds, ETFs, options, and uses fundamental, technical, quantitative, and qualitative analysis, managing over $527 million in assets across 172 client relationships.

Christopher Knappstein is a CFP® with 15 years of industry experience and is currently a wealth management officer at Old National Bank. He has worked at 1834 Investment Advisors Co. since 2023 and previously held roles at LPL Financial and First Midwest Bank. He divides his time between his duties at Old National Bank and his advisory work. 1834 Investment Advisors Co. 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, asset allocation, and uses both internally developed and external models, operating as a wholly owned subsidiary of Old National Bancorp with a close relationship to Old National Bank.

Jeffrey Kautz is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Hunter Capital Management. His prior experience includes nine years at Ballast Equity Management. Hunter Capital Management is an SEC-registered investment adviser with approximately $1.09 billion in assets under advisement and a seven-advisor team. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and investment companies through discretionary portfolio management, sponsored pooled vehicles, private funds, and a registered mutual fund.

Michael Williams is a financial advisor with Truvestments Capital LLC in Chicago, IL, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has worked at Truvestments since 2017 and previously at Insight Folios and Genesis Asset Management. Outside of his advisory role, Mr. Williams serves as a Managing Member of Advisor Revolution LLC, providing consulting services related to demography. Truvestments Capital LLC serves a diverse client base including individuals, high-net-worth clients, trusts, estates, private funds, charitable organizations, and businesses. The firm offers asset management, financial planning, consulting, and sub-advisory services, and manages a private investment vehicle focused on long-term Bitcoin holdings, employing a combination of fundamental, technical, charting, and cyclical analysis in its investment process.

Elliot Lauzen is a financial advisor at Grey Fox Wealth Advisors, LLC in Hinsdale, IL. He holds Series 65 and Series 63 licenses and has no prior industry experience as a financial advisor. Lauzen has worked at Flexpoint Ford, LLC since 2017 and Altaris Capital Partners, LLC from 2013 to 2016. In addition to his role at Grey Fox, he provides consulting and board member services related to Flexpoint Ford's investments in healthcare-focused companies. Grey Fox Wealth Advisors is a Delaware-registered advisory firm serving individuals, high-net-worth clients, small businesses, and retirement plans. The firm manages approximately $699 million in assets through customized portfolios that utilize low-cost mutual funds and ETFs, blending academic, fundamental, and technical analysis, with the ability to incorporate individual securities and alternatives.

Derek Fraley is a financial advisor at LCM Capital Management Inc. with 15 years of industry experience. He holds the Series 65 designation and is based in Chicago, IL. 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’s investment process focuses on fundamental issuer analysis, long-term equity holdings primarily from the S&P 500 and EAFE universes, and periodic rebalancing, managing approximately $365 million in client assets through a team of nine advisors.

Ryan Robertson is a financial advisor at Factor Wealth Management with four years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at Fidelity Investments and various other firms. Outside of his advisory role, he has experience in diverse sectors including water sports and retail. Factor Wealth Management serves individuals, high-net-worth clients, business entities, charitable organizations, and pension plans, offering investment management, financial planning, and pension consulting. The firm employs a long-term, systematic investment approach focused on global diversification and managing trading costs and investor behavior.

Matthew Barbera is a financial advisor with Uhlmann Investment Management, L.L.C. He holds Series 63, 65, and 66 licenses and has 31 years of industry experience. Prior to joining Uhlmann in 2026, he worked at Resources Investment Advisors, Royal Alliance Associates, and LPL Financial. Outside of his advisory role, he serves as Vice President of Retirement Plans at Veritas Retirement Consultants. Uhlmann Investment Management provides discretionary and non-discretionary portfolio management to individuals, institutions, and trusts, using a fundamental analysis and long-term asset allocation approach. The firm offers a range of managed-account solutions and incorporates third-party managers and custodial model programs tailored to clients' objectives and risk tolerance.

James Cochran is a CFP® professional with 20 years of industry experience. He is currently with Greenstone Belt Wealth Advisors, LLC and has held positions at LPL Financial LLC, IHT Wealth Management, LLC, and Independent Financial Partners. He holds Series 63 and Series 66 licenses and is also involved in a marketing and insurance business. Greenstone Belt Wealth Advisors, LLC is a small supported advisory firm serving individuals, families, high-net-worth clients, estates, trusts, and retirement plans. The firm provides comprehensive financial planning and portfolio management with an investment approach based on modern portfolio theory, focusing on diversification, tax awareness, and fee minimization.

Peter Hemwall is a Series 66-licensed financial advisor with Romano Brothers and Company in Evanston, IL, where he has worked since 2014. He has 14 years of industry experience. Romano Brothers and Company serves individuals, including high-net-worth clients, employee benefit plans, non-profits, trusts, estates, and corporate entities, offering discretionary portfolio management, financial planning, and brokerage services. The firm employs a generally conservative, long-term, fundamentals-based investment approach that includes both active and passive strategies, managing accounts on a discretionary basis through an eight-advisor team.

Jared Rus is a financial advisor at Goldstone Financial Group, LLC with two years of industry experience. He holds a Series 65 designation and previously worked in education and hospitality before joining Goldstone. Jared is also a fixed annuity and insurance agent. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing over $1 billion across individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers, implementing strategies that include mutual funds, ETFs, fixed income, and alternative investments.

Sylvia Panek is a financial advisor at Natural Investments with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Natural Investments since 2018, following roles at Cambridge Investment Research and her own advisory practice. Natural Investments is a values-focused advisory firm serving individual clients, high-net-worth households, institutions, and charitable entities. The firm emphasizes asset-class diversification and long-term investment strategies using socially responsible funds and community investment instruments, managing approximately $2.05 billion through a team of 24 advisors.