Andrew Napoli is a Series 66 licensed financial advisor with seven years of industry experience. He is currently with Goldstone Financial Group, LLC and previously worked at Fidelity Investments, Fidelity Brokerage Services LLC, and Northern Trust Company. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing over $1 billion across roughly 1,675 client relationships. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers and third-party model portfolios, implementing strategies that include mutual funds, ETFs, fixed income, and select alternative investments.

Sara Faurer is a financial advisor at Ellevest with seven years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Ellevest in 2024, she worked at Goldman Sachs from 2017 to 2024 and was affiliated with the University of Michigan from 2016 to 2018. Ellevest provides discretionary investment management and financial planning services focused on helping women plan and invest. The firm offers tailored portfolios based on clients’ goals and risk tolerance, implements tax-minimization techniques, and conducts educational workshops at no charge.

Skylar Rush is a financial advisor at Rothschild Investment LLC in Chicago, holding a Series 66 designation with six years of industry experience. Prior to joining Rothschild in 2023, Rush worked at Merrill for three years and has also held roles at nVision Wealth and the University of North Carolina at Chapel Hill. Rothschild Investment LLC provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plans, emphasizing client-specific asset allocation models and a combination of quantitative analysis and third-party tools. The firm has a long advisory history dating back to 1908 and manages an affiliated private fund alongside its other offerings.

Carolyn Barr is a financial advisor with Vestor Capital, LLC in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked at Vestor Capital and its affiliated securities firm since 2017, following prior roles at Aon Securities Inc. and Aon Hewitt Investment Consulting. In addition to her advisory duties, she serves as a Senior Compliance Analyst for Vestor Capital, focusing on compliance matters for the firm. 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 portfolios across multiple asset classes.

John Malusa is a CFA® charterholder with four years of industry experience. He currently serves as a financial advisor at Vestor Capital, LLC, where he has worked since 2022. He previously held multiple roles at Northern Trust Corporation from 2016 to 2021. 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 implements diversified strategies across various asset classes and also offers co-advisory programs, sub-advised fixed-income strategies, and standalone financial planning.

Justin Reppy is a financial advisor at Goldstone Financial Group, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Goldstone Financial Group since 2015, including a prior role at TCM Securities, Inc. He is also a licensed insurance agent offering life and fixed annuity sales. Goldstone Financial Group provides investment advisory and financial planning services to individuals and high-net-worth clients. The firm employs a documented investment process using fundamental, technical, and quantitative methods, offering portfolio management, written investment policy statements, and a variety of account options including wrap-fee programs with sub-advised model portfolios.

Michael Mcevoy is a financial advisor at 4Wealth Advisors, Inc. with one year of industry experience and holds a Series 65 credential. Prior to joining 4Wealth Advisors, he held positions at Liberty University, Plan A Wealth Management, and other organizations. He is also the CEO of Interviewee LLC, an AI-powered job interview preparation platform. 4Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a range of analytical methods and offers customized portfolios, with an affiliation to an accounting firm and an insurance entity that supports integrated service pathways.

Bryan Stiger is a CFP® professional with 18 years of experience in the financial industry. He is currently affiliated with Wellment Financial as part of an 11-advisor team. Bryan's prior experience includes roles at Betterment LLC and TIAA-CREF. He is also a licensed insurance agent involved in insurance planning and implementation through FSR Insurance Planning, Ltd. Wellment Financial provides investment management, manager selection, and financial planning services to individuals, high-net-worth clients, and institutions. The firm focuses on retirement planning and tax strategies, offering diversified model portfolios and utilizing a sub-advisor platform with distinctive operational features including affiliations with accounting and insurance firms.

Mark Berg is a CFP® and holds a Series 65 license with 25 years of experience in financial advising. He has been with Timothy Financial Counsel, Inc. since 2000. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm focuses on project-based advice in areas such as retirement planning, tax strategies, and risk management, operating on a time-based billing model without custody of client funds or discretionary authority.

Charles Sloan is a CFA® charterholder with 23 years of industry experience. He has been with Oak Family Advisors, LLC since 2016. Sloan serves as an adjunct instructor in finance at the University of Chicago Graham School and is an advisory board member of Recovery Grads LLC. Oak Family Advisors provides personalized investment management and financial planning services to a wide range of clients, employing a strategic asset-allocation approach that combines fundamental analysis with passive and selected active funds.

Shaun Roach is a CFA® charterholder with 11 years of industry experience. He has worked at Pekin Singer Strauss Asset Management Inc. since 2014. Roach is based in Chicago, IL, and is part of a team of nine advisors at Pekin Hardy Strauss, Inc. Pekin Hardy Strauss, Inc. provides investment management, financial planning, and retirement plan services to individuals, pension plans, registered investment companies, charitable organizations, and corporations. The firm’s investment process incorporates fundamental analysis, asset allocation, and ESG factors, using a range of instruments and strategies tailored to clients’ objectives and risk tolerances.

Samantha Davidson is a CFP® with nine years of industry experience, currently serving as a financial advisor at Embree Financial Group since 2014. She holds a Series 65 license and is based in Chicago, IL. Embree Financial Group provides holistic financial planning, discretionary investment management, and retirement plan consulting to individuals and institutions, including high net worth clients and corporate retirement plans. The firm employs a fiduciary approach with a combination of fundamental, technical, and cyclical analysis, investing primarily in no-load mutual funds, ETFs, and individual securities.

Noah Shidlofsky is a financial advisor at Riverpoint Wealth Management in Chicago, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Northwestern Mutual, as well as entrepreneurial experience with Cups & Cones. Riverpoint Wealth Management serves a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans, offering customized portfolio construction and ongoing monitoring through quantitative analysis and an investment committee. The firm manages approximately $748 million in discretionary assets with a small team, sponsoring its own wrap fee program and providing operational support such as performance reporting and quarterly rebalancing.

Chelsea Heintschel is a Certified Financial Planner® with 11 years of experience, currently serving with MPM Wealth Advisors in Chicago, IL. She has been with MPM Wealth Advisors since 2015. MPM Wealth Advisors provides investment advisory and financial planning services to individuals, pension and employee benefit plans, trusts, and other entities. The firm emphasizes diversified portfolios primarily made up of low-expense mutual funds and ETFs, using client suitability and risk profiles to guide portfolio construction and rebalancing.

Colin Plunkett is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He currently works at Hunter Capital Management and has prior experience at Bank of America, Merrill, Morningstar, and the University of Chicago. Hunter Capital Management is an SEC-registered investment adviser with a seven-advisor team managing approximately $1.09 billion in assets. The firm serves a diverse client base including individuals, retirement plans, trusts, and charitable organizations, offering discretionary portfolio management through pooled vehicles, private funds, and a registered mutual fund.

Kaitlin Horsch is a CFP® and holds a Series 66 license with eight years of industry experience. She has worked at Ellevest since 2022 and previously spent five years at UBS and four years at KPMG. Kaitlin is based in Chicago, IL, and is part of a 12-advisor team at Ellevest. Ellevest provides discretionary investment management and financial planning services primarily focused on helping women plan and invest. The firm offers tailored portfolios emphasizing strategic asset allocation and diversification, along with tax-minimization techniques and values-aligned investment options.

Christian Geringer is a CFP® with 22 years of industry experience, currently serving at Rothschild Investment LLC since 2003. He holds a Series 63 designation and is based in Chicago, IL. Outside of his advisory work, Geringer serves as a paid-on-call firefighter for the Village of Western Springs, responding to emergencies in the local community. Rothschild Investment LLC provides investment advisory and financial planning services to individuals, trusts, corporations, pension and profit-sharing plans, and other institutional clients. The firm employs client-specific asset allocation models and quantitative analysis, offering both discretionary and non-discretionary portfolio management as well as retirement plan consulting.

Stephen Mccormick is a financial advisor at Rothschild Wealth LLC with two years of industry experience. He holds a Series 65 designation and has worked at Sentinus, LLC since 2022, following a brief tenure at Wealth Planning Network. Rothschild Wealth serves individuals, high-net-worth clients, corporate executive groups, retirement plans, trusts, foundations, and institutional clients by providing portfolio management, financial planning, and retirement and investment consulting. The firm employs asset-allocation models that consider tax, estate, cash flow, and risk factors, utilizing mutual funds, ETFs, individual securities, and third-party managers.

Samuel Ogles is a CFP®-designated financial advisor with six years of industry experience, currently with Timothy Financial Counsel, Inc. He has prior experience at Thrivent Financial and operates Formation Circle LLC, a spirituality-focused business offering speaking, writing, teaching, and facilitation on faith-related topics. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm emphasizes advisory and implementation coaching with a focus on diversified exposure through no-load mutual funds and ETFs, asset allocation, and periodic rebalancing.

Timothy Kuntz is a CFP® professional at Vantage Point Financial, LLC with 11 years of industry experience. He has worked at Vantage Point Financial since 2019 and previously held roles at Sigma Financial Corporation, SPC, and Welgat Wealth Management. Kuntz is a co-author of the book *Elevate Your Retirement: The Path to Financial Clarity and Confidence*. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners by providing investment management, financial planning, and wealth consulting services. The firm follows a fiduciary, customized approach focused on long-term portfolio construction using low-cost mutual funds and ETFs, while also incorporating alternative investments and integrated planning advice.