Frederick Kort is a CFP® and Series 66-registered financial advisor with 19 years of industry experience. He is currently with Cura Wealth Advisors, LLC in Chicago, having previously worked at Arete Wealth Advisors, IHT Wealth Management, Insight Securities, and UBS Financial Services. Cura Wealth Advisors offers comprehensive portfolio management and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm manages over $527 million in assets and utilizes a variety of analytical methods and investment approaches, including options strategies, short sales, and access to alternative investments.

Qin Zhang is a financial advisor at Sun Global LLC with two years of industry experience. He holds a Series 65 designation and also serves as owner and president of FISO Group LLC, an insurance agency, where he manages and markets the business. Sun Global LLC provides discretionary portfolio management primarily for high-net-worth individuals, using a combination of fundamental, technical, cyclical, and quantitative analysis to drive investment decisions. The firm employs a mix of long-term investing, short-term trading, and options strategies while typically holding discretionary trading authority.

Frank Kautzky is a financial advisor at Chicago Oakbrook Financial Group with 27 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at Commonwealth Financial Network and Hornor, Townsend & Kent, LLC. He is also the owner and president of KPW Holdings, Inc., a private entity related to tax and RIA ownership. Chicago Oakbrook Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses with customized wealth management, discretionary portfolio management, financial planning, and retirement plan consulting. The firm manages tailored portfolios using a broad range of securities and investment strategies, supported by an institutional relationship with Raymond James and a team of over ten advisors.

Thomas Shankland is a financial advisor with Harvest Investment Services, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes long tenures at ProEquities, Inc. and extensive involvement with multiple insurance companies dating back over four decades. He is also the owner of Shankland Financial Services, an estate and financial planning firm where he serves as a Certified Estate Planner and Chartered Financial Consultant. Harvest Investment Services, LLC offers discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, and other entities. The firm employs an actively managed tactical strategy and serves clients through a multi-advisor team structure across several offices.

Daniel Howard is a CFP® professional with four years of experience at Zuckerman Investment Group in Chicago. Prior to joining the firm, he held positions at Epic Systems and various roles related to education and local community organizations. Zuckerman Investment Group offers comprehensive wealth management services to high-net-worth clients, employing a value-oriented, long-term investment approach across equities, fixed income, ETFs, mutual funds, and selective alternatives. The firm also manages the privately offered pooled vehicle ZVS LLC and provides customized financial planning with regular client communication.

Dennis Slott is a CFP® with 41 years of industry experience, currently serving at Vestor Capital, LLC in Chicago, IL. He has been with Vestor Capital and its related entities since 2010 and holds the Series 63 and Series 66 licenses. Outside of his advisory role, he serves as a board member of the Father Wasson Legacy Endowment Inc. Vestor Capital is a multi-team investment and wealth management firm serving individuals, families, not-for-profit organizations, foundations, and qualified retirement plans. The firm manages approximately $2.08 billion in discretionary assets through a centralized Investment Committee that focuses on fundamental security analysis and a range of equity and fixed income strategies.

Randall Hughes is a financial advisor at Hunter Capital Management with 10 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Ballast Equity Management since 2016. Hunter Capital Management is an SEC-registered investment adviser managing approximately $1.09 billion in assets with a seven-advisor team, serving individuals, retirement plans, trusts, estates, charitable organizations, corporations, and investment companies. The firm offers discretionary portfolio management through pooled vehicles and private funds, including a registered mutual fund, and provides limited non-discretionary advice on client accounts maintained at Schwab.

Benjamin Cohen is a CFP®-credentialed financial advisor with 19 years of industry experience, currently serving as part of the team at Cohen Capital in Chicago, IL. Prior to joining Cohen Capital, he worked for 12 years at Raymond James & Associates. Outside of his advisory role, he is a passive investor in businesses including Verlaine Restaurant and the Broadway production Once On This Island. Cohen Capital is an SEC-registered investment adviser that provides discretionary investment management, wealth management, and financial planning services to individuals, trusts, businesses, pooled vehicles, and institutional accounts. The firm primarily constructs portfolios using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, and employs a mostly long-term investment approach with flexibility for shorter-term adjustments.

Derrick Allen is a financial advisor at The Mosaic Financial Group, LLC in Chicago, IL, holding a Series 65 designation with four years of industry experience. He has been with The Mosaic Financial Group since 2003. The Mosaic Financial Group primarily serves high-net-worth individuals, trusts, estates, charitable organizations, and various business entities, managing approximately $898 million in assets. The firm emphasizes asset allocation and integrates accounting and tax services into its advisory platform, offering customized portfolio construction and both discretionary and non-discretionary advisory relationships.

Cole Schmitter is a financial advisor at Chicago Oakbrook Financial Group with a Series 65 designation and one year of industry experience. His prior work includes roles at State Farm and COFG Advisors, LLC, as well as his education at the University of Wisconsin Madison. Chicago Oakbrook Financial Group is a registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers customized wealth management, discretionary portfolio management, and comprehensive financial planning, employing a wide range of securities and strategies tailored to client objectives.

Richard Loria is a financial advisor with MPS-LORIA Financial Planners, LLC, holding Series 63 and Series 65 registrations and offering 35 years of industry experience. He has been with MPS-LORIA Financial Planners and Loria Financial Group since 1999. Outside of advisory work, he is an independent licensed insurance agent and a managing member of Loria Financial Group, LLC. MPS-LORIA Financial Planners serves a varied client base including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm employs an open-architecture, predominantly discretionary investment approach, utilizing diversified allocations primarily composed of no-load mutual funds and ETFs and relies on quantitative screening and ongoing monitoring tools.

Martin Buehler is a financial advisor with Vestor Capital, LLC in Chicago, holding Series 63 and Series 65 designations and 35 years of industry experience. He has been involved with VC Management, LLC and various Vestor Capital entities since 2010. Outside of his advisory work, he is a limited partner and passive investor in Aurora Sports Venture, LLC, a private real estate limited partnership. Vestor Capital provides investment and wealth management, portfolio management, and financial planning services to individuals, nonprofits, foundations, and qualified retirement plans. The firm employs a centralized Investment Committee that uses internal fundamental research to manage diversified portfolios across multiple asset classes and offers co-advisory and sub-advised strategies, supported by an affiliation with Focus Financial Partners.

James Varner is a CFP® and holds a Series 65 license with seven years of industry experience. He currently works at Financial Solutions Advisory Group in Chicago, where he has been since 2025. Prior to this, he spent seven years at HighTower Advisors LLC and over two decades at Leonetti & Associates, Inc. Financial Solutions Advisory Group serves individuals, corporations, pension and profit-sharing plans, and trusts through continuous investment advisory and portfolio management services. The firm employs a diversified investment approach combining fundamental, technical, quantitative, and qualitative analysis, and is notable for its pension plan consulting and quarterly newsletter publication.

Jeffrey Witz is a CFP® professional with nine years of experience at MEDIQUS Asset Advisors, Inc., where he has worked since 2011. He is based in Chicago, IL, and coordinates life and disability insurance sales for the firm’s clients. MEDIQUS Asset Advisors serves individuals, retirement plans, and medical groups with investment advisory, financial planning, and ERISA plan advisory services. The firm emphasizes long-term asset allocation and uses a combination of third-party research and platform algorithms to manage discretionary assets.

Michael Corbett is a financial advisor with Rothschild Wealth LLC, holding Series 65 and Series 66 licenses and bringing 16 years of industry experience. Prior to joining Rothschild Wealth in 2025, he spent 16 years at Perritt Capital Management, Inc. He is also president of the Perritt Funds, Inc., overseeing several specialized microcap and low-priced stock funds. Rothschild Wealth LLC advises individuals, high-net-worth clients, corporate executives, trusts, pension and profit-sharing plans, and other institutional and tax-exempt entities. The firm uses asset-allocation models, quantitative methods, and third-party software to construct and monitor diversified portfolios, offering services including financial planning, portfolio management, and retirement plan consulting.

Thomas Grooms is a CFA® charterholder with seven years of industry experience. He has worked at Sierra Summit Advisors LLC since 2024 and previously held roles at Northern Trust and Premier Asset Management LLC. Sierra Summit Advisors primarily serves high-net-worth individuals and institutional clients, providing discretionary investment management, financial planning, and consulting services. The firm employs a combination of fundamental, quantitative, and technical analysis across various strategies and routinely uses third-party managers under its oversight.

Angeline Wozniak is a financial advisor at Chicago Oakbrook Financial Group with a Series 65 designation and one year of industry experience. Her prior roles include positions at Synergy One Landing, Inc., Guaranteed Rate, Nations Lending, and Midwest Lending. Chicago Oakbrook Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering customized wealth management, discretionary portfolio management, and comprehensive financial planning. The firm constructs tailored portfolios using a broad range of securities and strategies, supported by an institutional relationship with Raymond James and a licensed insurance agency platform.

Elena Sargent is a financial advisor at Factor Wealth Management with a Series 65 credential and industry experience totaling around 13 years. Her prior roles include positions at MGO/OneSeven, Savant Wealth Management, Brownson Rehmus & Foxworth, and Clune & Associates. Factor Wealth Management serves individuals, high-net-worth clients, business entities, charitable organizations, and pension and profit-sharing plans with investment management, financial planning, pension consulting, and third-party adviser selection. The firm employs a long-term, risk-based approach emphasizing global diversification and manages approximately $781 million in client assets.

Megan Naydenova is a financial advisor at Romano Brothers and Company with seven years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Romano Brothers and Company serves individuals, employee benefit plans, non-profits, trusts, estates, and corporate entities, offering discretionary portfolio management, financial planning, and brokerage services with a conservative, fundamentals-based investment approach.

Joseph Davidson is a Series 66-licensed financial advisor with five years of industry experience, currently with Goldstone Financial Group, LLC since 2021. His prior experience includes roles at Thrivent Financial and various educational institutions. He is also a licensed insurance agent authorized to sell life and fixed annuity products. Goldstone Financial Group provides investment advisory and financial planning services to individuals and high-net-worth clients, utilizing a combination of fundamental, technical, and quantitative methods aligned with modern portfolio theory. The firm offers ongoing portfolio management, written investment policy statements, and employs tactical ETF models alongside alternative strategies within wrap-fee and transaction-based account options.