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.

Charles Carey is a financial advisor at Wellment Financial with a Series 65 designation and four years of industry experience. He has worked at FSR Insurance Planning, Ltd. and FSR Wealth Management Ltd. since 2020. Carey is also a licensed insurance agent assisting with life insurance and fixed annuity products. Wellment Financial provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and institutional sponsors. The firm uses vetted model portfolios and a sub-advisor platform focused on tax-aware retirement planning, managing approximately $237 million in discretionary assets.

Luke Baumgarten is a financial advisor with Harvest Investment Services, LLC, holding a Series 65 designation and 11 years of industry experience. He has been with Harvest Investment Services since 2014. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions through discretionary portfolio management, financial planning, and consulting. The firm uses a combination of active tactical strategies and fundamental, technical, and quantitative analyses to deliver customized or model-based investment solutions.

Steven Mc Gowan is a CFP® and CFA® with 11 years of industry experience. He is currently with Rothschild Wealth LLC and has previously worked at Wealth Enhancement Group and LPL Financial, among others. He also provides investment brokerage services through Rothschild Investment, LLC. Rothschild Wealth LLC offers investment advisory and financial planning services to individuals, corporate executives, trusts, retirement plans, and institutional clients, utilizing asset-allocation models supported by quantitative analysis and a range of investment vehicles including mutual funds, ETFs, and external sub-advisers.

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.

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.

Sean Papreck is a financial advisor at Wellment Financial with 10 years of industry experience and holds a Series 65 designation. He has worked at FSR Wealth Management, Ltd. and FSR Insurance Planning, Ltd., where he is also a licensed insurance agent assisting clients with life insurance and fixed annuity products. Additionally, he provides occasional accounting and tax advice through his role at FSR Certified Public Accountants, Ltd. Wellment Financial offers investment management, manager selection, and financial planning services to individuals, high-net-worth clients, and institutions. The firm focuses on retirement planning with an emphasis on tax strategies and employs diversified model portfolios utilizing various approaches including value investing, tactical and strategic asset allocation, and direct indexing.

Daniel Knapp is a Series 65-licensed advisor at Rothschild Wealth LLC with five years of industry experience. Prior to joining Rothschild Wealth in 2021, he worked for 12 years at Abbott Labs. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, corporate executive groups, trusts, retirement plans, and institutional clients. The firm’s investment approach centers on asset-allocation models supported by quantitative analysis, offering portfolio management, financial and estate planning coordination, and retirement consulting.

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 at Rothschild Investment LLC in Chicago, IL, holding a Series 66 designation with two years of industry experience. Prior to joining Rothschild in 2025, he worked at JPMorgan Chase Bank and JPMorgan Securities. Outside of finance, he has experience working with the Indianapolis Colts and operated Parlor Doughnuts for two years. Rothschild Investment LLC provides investment advisory and financial planning services to individuals, trusts, corporations, pension and profit-sharing plans, and institutional retirement plans. The firm uses client-specific asset allocation models integrating tax, estate, cash-flow, and risk factors, supported by quantitative analysis and third-party platforms, and has a history dating back to 1908 under family guidance.

Peter Mullins is a CFP® professional with 17 years of experience in the financial services industry. He has been with Vestor Capital, LLC since 2013 and previously worked at Merrill from 2009 to 2013. Vestor Capital provides investment and wealth management, portfolio management, and financial planning services to individuals, nonprofit organizations, foundations, and qualified retirement plans. The firm employs a centralized Investment Committee and a diversified, fundamental research-driven approach across multiple asset classes.

Robert Kuhn is a partner at Kuhn Capital Partners with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Epus Global Energy, LLC. In addition to his advisory role, Kuhn operates as an independent insurance agent and is involved in managing several investment-related businesses and private funds. Kuhn Capital Partners serves individual and high-net-worth clients as well as pooled investment vehicles, providing discretionary asset management, financial planning, retirement rollover advice, and access to third-party managed solutions. The firm constructs portfolios based on client objectives, risk tolerance, and time horizon, employing fundamental and technical analysis and offering alternative investments and private funds for qualified clients.

Matthew Paprocki is a CFP® and CFA® with 10 years of industry experience. He is currently with MEDIQUS Asset Advisors, Inc., where he has worked since 2016, and has held prior roles including legal positions and time at Sidley Austin, LLP. He holds a law license but is not a practicing attorney. MEDIQUS Asset Advisors serves individuals, retirement plans, and not-for-profit medical organizations, with a focus on physicians and medical groups. The firm provides investment advisory, financial planning, and educational services, managing Wealth Builder accounts on a discretionary basis using a long-term asset allocation approach and quarterly reviews.

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.

Thomas Fogelsong III is a financial advisor at Harvest Investment Services, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience in education and the gig economy, including roles at Illinois State University and DoorDash. Harvest Investment Services, LLC manages approximately $534 million in client assets and offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and other advisory services to a diverse client base that includes individuals, retirement plans, trusts, and corporations. The firm employs an actively managed tactical strategy utilizing a range of analytical approaches and offers specialized services such as held-away 401(k) management and ERISA 3(38) investment management.

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 at Vestor Capital, LLC with 40 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Vestor Capital and its affiliated entities since 1998. 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 uses internal fundamental research to implement diversified strategies across various asset classes and also offers co-advisory programs, sub-advised strategies, and standalone financial planning services.

Sean Condon is a CFP® professional with 16 years of industry experience. He joined Rothschild Wealth LLC in 2025 after 19 years at Perritt Capital Management. He holds the Series 63 designation and is based in Oakbrook, IL. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, corporate executive groups, trusts, retirement plans, and other institutional clients. The firm’s investment approach is centered on asset-allocation models supported by quantitative analysis and implemented through a range of securities and external sub-advisers.