Anthony Greenwood is a financial advisor with Vestor Capital, LLC in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Nouveau Riche and TD Ameritrade. Vestor Capital provides investment and wealth management, portfolio management, and financial planning services to individuals, not-for-profit organizations, foundations, and qualified retirement plans. The firm employs a centralized Investment Committee that relies on internal fundamental research to implement diversified strategies across various asset classes, and it is affiliated with Focus Financial Partners, offering clients access to broader financial solutions.

Jansen Hein is a financial advisor at Steward Advisors Group, LLC in Chicago, IL, holding a Series 65 designation with three years of industry experience. His work history includes roles at Simmons Capital Group, Heron Ventures, and the Illinois State Board of Investment, as well as eight years at Ernst and Young. Steward Advisors Group serves individuals, trusts, estates, and charitable organizations, managing approximately $105 million in discretionary assets. The firm integrates clients’ faith-based and moral values into investment decisions while employing fundamental analysis and asset-allocation techniques across a range of marketable and alternative investments.

David Smestuen is a financial advisor at Coyle with a Series 65 designation and three years of industry experience. Prior to joining Coyle Financial Counsel, LLC in 2021, he worked at Cobalt Robotics and held roles in other businesses, including Old Timers Cowboy Kitchen. He also served nine years in the United States Marine Corps. Coyle serves individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities, offering discretionary and non-discretionary asset management alongside financial assessment, wealth advisory, and family legacy services. The firm employs a combined tactical and strategic investment approach, utilizing sub-managers and third-party software for security-level analysis, and supplements traditional advisory work with educational content and project-based family coordination services.

Ari Lazar is a financial advisor at Baldwin Wealth Partners, LLC with eight years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Baldwin Wealth Partners, he worked at Levin Capital Strategies and RGA Investment Advisors. Outside of his advisory role, Lazar coaches and judges high school gymnastics in Illinois. Baldwin Wealth Partners provides investment advisory and financial planning services to a diverse range of clients, including individuals, trusts, charitable organizations, and pooled investment vehicles. The firm employs a combined top-down macro framework and bottom-up fundamental research, managing portfolios across five core asset classes with attention to ESG factors and offering specialized services such as management of private funds and tax-aware equity strategies.

Alyssa Schuster is a CFP® and holds a Series 65 license with seven years of industry experience. She has worked at Doyenne Wealth Advisors since 2022 and previously at Brownson, Rehmus & Foxworth, Inc. and the Regulatory Compliance Association. Doyenne Wealth Advisors provides personalized financial counseling and non-discretionary investment advisory services to high-net-worth individuals, senior corporate executives, and related trusts, foundations, and endowments. The firm operates on a fee-only, independent basis and focuses on long-term, diversified asset allocation with a tailored, multi-meeting review cadence for affluent households.

Phoebe Stefani is a Certified Financial Planner (CFP®) with eight years of industry experience. She currently works at Doyenne Wealth Advisors in Chicago, where she has been since 2022. Her prior roles include positions at Brownson, Rehmus & Foxworth, Inc., Bank of America, and Merrill. Doyenne Wealth Advisors provides 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, offering mostly non-discretionary advisory services with a range of investment options including no-load mutual funds, ETFs, and selective private investments.

Thomas Hession Jr. is a financial advisor at Riverbend Capital Advisors, LLC with 31 years of industry experience. He has been with Riverbend since 2011. He holds Series 63 and Series 65 designations. Riverbend Capital Advisors primarily serves high-net-worth individuals, trusts, estates, corporations, and other business entities. The firm focuses on discretionary investment management concentrated in municipal bonds and other fixed-income securities, employing a combination of fundamental and technical analysis to construct portfolios.

Timothy Bennett is a Series 65-credentialed advisor at Forthright Capital with one year of industry experience. He has worked in educational roles prior to joining the firm and engages in insurance-related activities including pension reviews and retirement planning. Forthright Capital Advisory, LLC manages approximately $107.7 million in discretionary assets and serves individuals, retirement plans, corporations, and charitable organizations. The firm primarily employs passive investment management using model portfolios and also incorporates outside managers when appropriate, with regular portfolio reviews conducted on a quarterly basis.

Maureen Miller is a CFP® and holds a Series 65 license with 10 years of industry experience. She has worked at Doyenne Wealth Advisors since 2022 and previously spent six years at Brownson, Rehmus & Foxworth. Doyenne Wealth Advisors provides personalized, fee-only financial counseling and non-discretionary investment advisory services primarily to high-net-worth individuals, senior corporate executives, and related trusts, foundations, and endowments. The firm emphasizes long-term, diversified asset allocation and delivers tailored planning across multiple financial areas while maintaining client decision authority.

Tesa Williamson is a CFP® professional with 11 years of industry experience. She is currently with Doyenne Wealth Advisors in Chicago, where she has worked since 2022, following roles at Brownson Rehmus Foxworth, Williamson House, Nuveen Fund Advisors, Citigroup Global Markets, Citicorp Investment Services, and Ameriprise. Doyenne Wealth Advisors provides 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 and delivers mostly non-discretionary advisory services.

Paul Fousek is a financial advisor with Horizon Wealth Management in La Grange, IL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Horizon Wealth Management since 2014 and has worked with LPL Financial since 2005. He serves as a business fellow at Norwich University, meeting regularly to support the enhancement of student offerings. Horizon Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term, fiduciary investment approach with diversified portfolios and offers discretionary management, financial planning, and ERISA 3(21) and 3(38) retirement-plan advisory services.

Alexander Hemsley is a CFP® and holds a Series 66 license with seven years of industry experience. He has worked at Hemsley Advisors, Ltd. since 2018 and previously held roles at Fidelity Brokerage Services LLC and the Illinois Department of Financial and Professional Regulations. He is based in Chicago, IL. Hemsley Advisors, Ltd. is an SEC-registered advisory firm serving individuals, charitable organizations, and corporations. The firm provides portfolio management, financial planning, and consulting services, focusing on individualized investment policies and primarily managing assets on a non-discretionary basis.

Joshua Strauss is a CFA® charterholder with 21 years of industry experience. He is affiliated with Pekin Hardy Strauss, Inc., a team-based firm located in Chicago, IL. Strauss has worked at Sf Investments, Inc. and Pekin Singer Strauss Asset Management, Inc. since 2004. Pekin Hardy Strauss, Inc. provides investment management, financial planning, and retirement plan services to individuals, pension and retirement plans, registered investment companies, charitable organizations, and corporations. The firm employs fundamental analysis and asset allocation, incorporating ESG factors, and utilizes a variety of instruments and strategies including derivatives to tailor portfolios to clients’ objectives and risk profiles.

Joshua Perlmutter is a financial advisor at Atlas with eight years of industry experience. He holds a Series 66 designation and has worked at several firms, including ATFS Advisers, Lido Advisors, GeoWealth Management, Cresset Asset Management, and Stifel, Nicolaus & Company. Atlas provides wealth management and financial planning services to individuals, families, trusts, estates, businesses, retirement plans, and pooled investment vehicles. The firm combines fundamental and technical analysis within a primarily long-term, index-based framework, offering discretionary and non-discretionary portfolio management along with private credit and alternative investment options.

Suzanne Wetzel is a financial advisor at Doyenne Wealth Advisors in Chicago, IL, holding a Series 65 designation with seven years of industry experience. She has been with Doyenne since 2022 and previously worked at Mathnasium and Brownson, Rehmus & Foxworth. Doyenne Wealth Advisors specializes in fee-only financial counseling and investment advisory services for high-net-worth and ultra-high-net-worth individuals, senior corporate executives, and their related entities. The firm focuses on customized, long-term diversified asset allocation and provides primarily non-discretionary advisory services.

Sean O’Connor is a financial advisor with Serenity Investment Advisors, holding a Series 66 credential and eight years of industry experience. Prior to joining Serenity Investment Advisors in 2024, he operated O'Connor Wealth Planning LLC and worked at Ameriprise Financial Services Inc. Outside of advising, he assists with tax preparation and bookkeeping as a partner in Lisa A Spaay CPA LLC. Serenity Wealth Management provides fee-based investment advisory and financial planning services to a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm employs a tactical allocation approach supported by fundamental analysis and proprietary model portfolios that are tailored to client risk profiles.

Vernon Armour is a financial advisor at Uhlmann Investment Management, L.L.C. with 34 years of industry experience. He has been with Uhlmann Price Securities since 2007. Vernon holds Series 63 and Series 65 licenses. Uhlmann Investment Management provides discretionary and non-discretionary portfolio management services to individuals, institutions, and trusts, focusing on fundamental analysis and long-term asset allocation. The firm offers a range of portfolio solutions including UIM-managed portfolios, third-party advisor programs, and managed-account options, often incorporating diverse asset classes and client-specific restrictions.

Lara Dalton is a CFP® and Series 66-licensed financial advisor with 16 years of industry experience. She has worked at Waldron Private Wealth and UBS Financial Services, each for six years. Outside of advising, she is a member of LOBO One LLC, an angel investing group focused on healthcare startups. Embree Financial Group offers holistic financial planning, discretionary investment management, and retirement plan consulting to individuals, families, trusts, and institutional clients. Serving both high-net-worth and non-HNW clients, the firm employs fundamental, technical, and cyclical analysis to guide investments primarily through no-load mutual funds, ETFs, and individual securities.

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.