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.

Robert Sweet is a CFA® charterholder with four years of industry experience, currently serving as an advisor at Horizon Investment Services, LLC. He has been with Horizon since 1999. Outside of his advisory role, he is involved in editorial consulting through his ownership of Innovations, where he edits copy for clients. Horizon Investment Services provides discretionary investment advisory and sub-advisory services to individuals, retirement plans, trusts, foundations, business entities, and financial intermediaries. The firm employs a fundamental research process combined with a proprietary quantitative stock-rating system and offers a range of strategies including equity, income, ETF-based, and socially/faith-based overlays.

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.

Peter Clementz is a financial advisor at RCM Wealth Advisors in Chicago, IL, holding a Series 65 designation. He has one year of industry experience, having joined RCM Wealth Advisors in 2025. Prior to this, he worked at Culvers and Aurora University, and has experience in the fitness industry through XSport Fitness. RCM Wealth Advisors is a multi-advisor SEC-registered firm managing approximately $324 million for around 530 clients. The firm serves individuals, pension and profit-sharing plans, and corporate clients, offering portfolio management and financial planning with a focus on tailored strategies and a combination of fundamental and cyclical analysis.

Alexandra Nelson is a financial advisor at Strategic Investment Solutions, Inc. with three years of industry experience. She holds a Series 65 designation and previously worked at Price Waterhouse Coopers and Northern Illinois University. Strategic Investment Solutions is a multi-advisor SEC-registered firm that provides discretionary portfolio management and model-portfolio services to individuals, pension and profit-sharing plans, trusts, and estates. The firm employs a hybrid passive approach based on asset allocation and the Efficient Markets framework, using diversified portfolios primarily composed of institutional funds from Dimensional Fund Advisors.

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.

Justin Terzo is a financial advisor at Lake Street with 16 years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America and Merrill prior to joining Lake Street in 2018. Terzo is licensed as an insurance agent in Illinois and may offer insurance products on a commission basis. Lake Street Private Wealth provides discretionary investment management, financial planning, and fiduciary services to individuals, high-net-worth clients, business entities, and various types of plans and trusts. The firm emphasizes institutional cost structures, global diversification, tax minimization, and asset-class allocation through a mix of analytical approaches.

Christopher Recker is a financial advisor at AZA Capital Management in Chicago, IL, with 18 years of industry experience. He has been with AZA Capital since 2014 and holds Series 63, Series 65, and Series 66 designations. Outside of his advisory role, Mr. Recker owns Atmos, LLC, a business focused on operational continuity services unrelated to investment management. AZA Capital Management serves individuals, families, financial advisors, institutions, retirement plans, and charitable organizations. The firm employs quantitative and qualitative methods to implement tactical, multi-factor asset allocation strategies primarily using index-based ETFs and custom fixed-income portfolios, and it frequently acts as a sub-advisor or strategy provider to other advisers and platforms.

Jacob Shamblott is a CFP® professional at Blue Line Capital with eight years of industry experience. He has held roles at BNY Mellon, LPL Financial, BMO Harris Bank, Bank of America, Merrill, and the University of Kansas. Shamblott is based in Chicago, IL, and has been with Blue Line Capital since 2024. Blue Line Capital is a team-based registered investment adviser managing approximately $131.9 million for about 121 clients. The firm offers discretionary portfolio management and comprehensive financial planning, utilizing a blend of fundamental, technical, and cyclical analysis alongside tactical and strategic asset allocation.

Kaitlin Hyland is a financial advisor at Horizon Wealth Management with four years of industry experience. She holds the Series 65 designation and has worked previously at Cresset Asset Management and Horizon Wealth Management. 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 using diversified portfolios of mutual funds, ETFs, and individual securities, supported by ongoing monitoring and periodic reviews.

Aaron Harrison is a financial advisor at Vertis Wealth, LLC with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services, Inc., Citizens Securities Inc., and Catholic Funeral Services. Vertis Wealth provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as corporations and charitable organizations. The firm emphasizes long-term, value-oriented equity selection, strategic asset allocation, and option strategies, tailoring services to client objectives.

Kyle Redd is a financial advisor at Vertis Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Trifound Advisory since 2022 and TriFound Financial since 2014. Outside of advisory services, he is also an insurance agent, offering insurance products and services to clients. Vertis Wealth provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as corporations and charitable organizations. The firm emphasizes long-term, value-oriented equity selection, strategic asset allocation, and option strategies, tailoring services to client objectives.

Melissa Diamond is a financial advisor with North Star Investment Management Corporation, holding Series 63 and Series 65 licenses and having 27 years of industry experience. She has been with North Star since 2004 and also works with NewEdge Securities, Inc. in a registered representative capacity. North Star Investment Management Corporation serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, providing discretionary portfolio management, financial planning, and family office services. The firm manages approximately $2.5 billion in assets and emphasizes individualized investment policies often implemented through its own mutual funds and a range of equity, fixed income, and option strategies.

Kelli Wang is a financial advisor at Centric Wealth Management, LLC in Chicago, IL, with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Purshe Kaplan Sterling Investments, Inc. and Bank of America, N.A. Centric Wealth Management is a team-based advisory firm serving individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm manages approximately $725.6 million for about 546 clients using customized model strategies and a blend of fundamental, technical, quantitative, and qualitative analysis.

Brendon Pierce is a financial advisor with Chicago Oakbrook Financial Group, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Allianz Global Investors and Commonwealth Financial Network. Outside of his advisory work, he is the owner of Fox Hill Ventures, LLC. Chicago Oakbrook Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses with customized wealth management, discretionary portfolio management, and comprehensive financial planning. The firm employs a wide range of securities and investment strategies tailored to client objectives and maintains an institutional relationship with Raymond James for custodial and research support.

David Dickman is a CFP®-designated financial advisor with seven years of industry experience. He is currently with Rothschild Investment LLC and previously worked at JPMorgan Securities LLC and J.P. Morgan. Rothschild Investment serves a diverse client base including individuals, families, institutions, and retirement plan sponsors. The firm provides portfolio management, financial planning, and retirement plan consulting using tailored asset-allocation models and a combination of mutual funds, ETFs, and individual securities.

Collin Woulfe is a financial advisor at Greenstone Belt Wealth Advisors, LLC in Chicago, IL, holding a Series 65 designation. He has two years of prior experience at ORBA Wealth Advisors and began his financial services career after roles in education at Saint Xavier University and Lockport Township High School. Greenstone Belt Wealth Advisors serves individuals and families, including high-net-worth clients, providing fee-based financial, estate, tax, and retirement planning alongside discretionary portfolio management. The firm’s investment approach is based on modern portfolio theory with an emphasis on diversification, cost minimization, and after-tax efficiency.

Stacie Zapfel is a financial advisor with Centric Wealth Management, LLC in Chicago, IL, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. She has worked at Centric Wealth Management since 2018 and previously spent twelve years with FGMK Preservation Capital Partners, LLC. Centric Wealth Management is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, and business entities. The firm provides discretionary investment management and financial planning, using proprietary model strategies and a combination of fundamental, technical, quantitative, and qualitative analysis.

William Grehan is a financial advisor with Vestor Capital, LLC in Chicago, IL. He holds a Series 65 designation and has been in the industry since 2022, with prior experience at Grace Global Capital and Dearborn Partners. Vestor Capital is a multi-team investment and wealth management adviser serving individuals, families, not-for-profit organizations, foundations, and qualified retirement plans. The firm manages approximately $2.08 billion in discretionary assets through a team of 21 advisors and employs a centralized Investment Committee to construct concentrated, typically low-turnover equity portfolios alongside a range of fixed income and alternative strategies.