Ranjit Bahadur is a financial advisor with Unique Wealth Strategies, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He previously worked with Private Advisor Group, LLC and LPL Financial, LLC. He is also involved with Creative Legacy Planning, a business related to non-variable insurance. Unique Wealth Strategies serves individuals, small businesses, trusts, estates, and charitable clients with asset management, financial planning, and retirement plan services. The firm offers a proprietary wrap program and employs a combination of fundamental, technical, quantitative, and modern portfolio theory approaches, including the use of derivatives and leverage within managed portfolios.

Kristi Wano is a financial advisor at SAGE Private Wealth Group, LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Calamos Wealth Management and BMO Harris Financial Advisors. SAGE Private Wealth Group offers wealth-management and financial-planning services to individuals, high-net-worth families, pension plans, trusts, estates, and business entities. The firm provides customized portfolio management, retirement-plan fiduciary services, and family office support, employing a variety of analytical approaches and collaborating with other professionals to deliver integrated tax, estate, and philanthropic planning.

Jeffrey Cribbs is a CFP® with 27 years of industry experience, currently serving at Chicago Wealth Management, Inc. since 2004. He is based in Chicago, IL, and holds Series 63 and Series 65 licenses. Chicago Wealth Management, Inc. is an SEC-registered advisory firm operating as a four-advisor team managing approximately $307 million for individuals, non-profits, and institutional clients. The firm employs a tactical investment approach focused on maximizing absolute long-term returns while limiting large portfolio losses, using a diversified mix of equities, ETFs, mutual funds, fixed income, and selective options strategies with periodic rebalancing.

Lee Catalano is a CFP® professional with 42 years of industry experience, currently serving at MEDIQUS Asset Advisors, Inc. since 1996 and also affiliated with Ausdal Financial Partners, Inc. since 2009. He holds Series 63 and Series 65 licenses and conducts insurance sales as a licensed agent, dedicating part of his time to this activity. MEDIQUS Asset Advisors provides investment advisory, financial planning, and ERISA plan advisory services primarily to individuals, retirement plans, and medical groups. The firm emphasizes long-term asset allocation with a disciplined rebalancing approach and utilizes technology platforms for portfolio management and client reporting.

Lisa Santos is a financial advisor at Keating Financial Advisory Services with one year of industry experience. She holds a Series 65 designation and previously worked at Raymond James Financial Services Advisors Inc. Outside of finance, she is a partner and co-owner of Southport Grocery & Cafe in Chicago, where she is involved in marketing strategy, product development, and operations. Keating Financial Advisory Services serves pension and profit-sharing plans, corporate retirement plans, and other institutional clients, managing $330 million in plan assets. The firm offers both discretionary and non-discretionary investment management and provides modular financial planning and consulting services.

Dana Cahan is a financial advisor with North Star Investment Management Corporation, holding a Series 65 credential and two years of industry experience. Prior to joining North Star, Dana worked at Zuckerman Investment Group, Altair Advisers, LLC, and Mac Management Co. Inc. North Star Investment Management Corporation serves individuals, pension plans, trusts, charitable organizations, and corporations, providing discretionary portfolio management and financial planning. The firm manages approximately $2.5 billion in client assets and offers a range of investment strategies, including the use of its own mutual funds and unified managed-account reporting.

Timothy Hart is a financial advisor at Feldman, Ingardona & Co with 32 years of industry experience. He has been with the firm since 1998 and holds Series 63 and Series 65 licenses. Feldman, Ingardona & Co. provides investment advisory services primarily to high-net-worth individuals, families, institutions, and trusts, typically requiring a $5 million minimum account size. The firm focuses on long-term strategic asset allocation combined with opportunistic tactical shifts, utilizing both active managers and low-cost passive funds.

Henry Hien Phan is a financial advisor with Kera Capital Partners, holding a Series 65 designation and five years of industry experience. His prior work includes positions at Nfluence Partners, Vista Wealth Management, Morgan Stanley, and AxA Advisors. Kera Capital Partners serves individual, high-net-worth, and institutional clients, managing over $1.3 billion in assets across a multi-advisor platform. The firm combines fundamental and quantitative analysis to build tailored portfolios using equities, fixed income, ETFs, options, and mutual funds, and also advises private pooled vehicles alongside wealth management accounts.

Joel Solomon is a financial advisor with Rothschild Investment LLC in Chicago, IL, holding Series 65 and Series 63 licenses with 35 years of industry experience. He has been with Rothschild Investment Corporation since 1991. Rothschild Investment serves a diverse client base including individuals, families, trustees, corporations, pension and profit-sharing plans, and institutional clients, providing portfolio management, financial planning, retirement plan consulting, and sub-adviser selection. The firm uses asset-allocation models tailored to clients’ objectives and risk tolerance, employing a variety of investment vehicles and quantitative and statistical methods to support portfolio construction.

Christopher Khan is a financial advisor at Blue Line Capital in Chicago, holding a Series 65 designation with one year of industry experience. Prior to joining Blue Line Capital, he worked at ExxonMobil and Craze Marketing and has been a full-time student until recently. Blue Line Capital is a registered investment adviser serving individuals, including high-net-worth clients, as well as institutional and tax-exempt entities. The firm employs a combination of fundamental and technical analysis to manage assets through value and growth strategies, offering discretionary asset management alongside modular financial planning services.

Dominick Vetrano is a CFP®, CFA®, and ChFC® with 35 years of industry experience. He has been with Fountainhead Financial, LLC since 2009. The firm provides investment advisory services, financial planning, and retirement plan consulting to individuals, business entities, and participant-directed retirement plans. Fountainhead Financial manages a significant pool of assets on a primarily non-discretionary basis, offering portfolio management, standalone planning, and hourly consulting engagements focused on mutual funds, ETFs, and individual securities.

Jae Ha is a financial advisor at Chicago Oakbrook Financial Group with 24 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Ha has been with Chicago Oakbrook Financial Group since 2007 and previously worked at Commonwealth Financial Network. He is also the owner and president of Jae Ha Wealth Management, Inc., a private entity for his securities business. Chicago Oakbrook Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers customized wealth management, discretionary portfolio management, comprehensive financial planning, and retirement plan consulting, utilizing a wide range of securities and strategies tailored to client objectives.

Alberto Liz is a financial advisor at The Mosaic Financial Group, LLC in Chicago, IL, holding Series 65 and Series 66 licenses with 10 years of industry experience. His prior experience includes roles at Goldman Sachs & Co. LLC and various financial services firms. The Mosaic Financial Group serves high-net-worth individuals and institutional clients, focusing on asset allocation through customized portfolios that use separately managed accounts, mutual funds, ETFs, and alternative investments. The firm integrates tax and accounting services with investment advisory, managing primarily non-discretionary portfolios.

Anthony Pellegrino is a financial advisor with Goldstone Financial Group, LLC, holding a Series 65 license and 12 years of industry experience. He has been with Goldstone Financial Group since 2015 and has been associated with the broader GoldStone Financial Group since 2004. Outside of advising, he is a licensed insurance agent and a minority co-owner of Nationwide Investment Solutions, LLC, which holds equity in another registered investment adviser. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing approximately $1.05 billion across 1,675 client relationships. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers, employing diverse strategies that include mutual funds, ETFs, fixed income, and alternative investments.

Michael Wolcott is a CFA® charterholder with 14 years of industry experience. He has been with Studio Investment Management in Chicago, IL since 2011. Studio Investment Management serves a diverse client base including high-net-worth individuals, trusts, retirement plans, partnerships, and government entities. The firm employs a value-oriented investment approach focused on fundamental analysis and long-term portfolio management, offering discretionary portfolio management, financial planning, and investment consulting services.

John Fitzpatrick is a financial advisor at Oak Family Advisors, LLC in Chicago, holding a Series 65 designation with 14 years of industry experience. He has been with Oak Family Advisors since 2010. Outside of his advisory role, Fitzpatrick serves as chairman of Oak Street Management Co. LLC, a manager of real estate-related investments, and as a non-executive director of AIG. Oak Family Advisors provides personalized investment management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs a fundamental analysis approach complemented by technical tools and a core-and-satellite asset allocation strategy, offering global diversification through a combination of in-house equity and fixed income holdings, passive ETFs, and selected active managers.

William Embree is a financial advisor at Embree Financial Group in Chicago, IL, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CitiGroup Global Markets Inc. for 19 years before joining Embree Financial Group in 2017. Embree Financial Group provides holistic financial planning, discretionary investment management, and retirement plan consulting to individuals and institutions, including high net worth clients and corporations. The firm manages assets using fundamental, technical, and cyclical analysis, investing primarily in no-load mutual funds, ETFs, and individual securities, while offering customized reporting and fee arrangements.

Samuel Gettis is a financial advisor at Solyco Wealth LLC with six years of industry experience. His career includes roles at JP Morgan Chase bank, N.A., J.P. Morgan Securities LLC, and EG Capital Holding. He has also been involved with Boys Hope Girls Hope of NYC. Solyco Wealth serves individuals, high net worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management and financial planning. The firm uses a combination of fundamental and technical analysis and manages portfolios including mutual funds, ETFs, stocks, bonds, options, and alternative investments, with a generally long-term focus.

Christian Francaviglia is a Financial Solutions Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their personal priorities and develop strategies tailored to pursue their financial goals. His approach includes guiding clients on topics such as investing, retirement planning, funding education, and managing unexpected expenses. Christian holds a Bachelor's Degree from the University of Iowa and has earned several professional designations, including Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). He is involved with the organization PAWS Chicago.

Scott Munkvold is a CFP® professional with 22 years of experience in financial advising. He has been with Financial Solutions Advisory Group since 2003. Financial Solutions Advisory Group serves high-net-worth individuals, corporations, pension and profit-sharing plans, and trusts by providing portfolio management, financial planning, and retirement plan consulting and education. The firm uses a comprehensive data-gathering process to establish client-specific investment policies and employs a combination of fundamental, technical, quantitative, and qualitative analysis in its investment approach.