James Dingle is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His prior roles include positions at American Trust Investment Services Advisory, Inc., American Trust Investment Services, Inc., and Lasalle St. Securities, L.L.C. Outside of his advisory work, he serves as head coach of the Lincoln-Way Hockey team. Chicago Capital Management Advisors is a multi-team registered investment adviser managing approximately $135 million in discretionary assets for over 600 households. The firm offers customized portfolio management and financial planning services across a range of client types, employing a bottoms-up fundamental screening process and integrating varied investment strategies and third-party managers.

Hanna An is a CFP® professional at Chicago Oakbrook Financial Group with one year of industry experience. She previously worked at Daniel Choi CPA, Inc. for two years. Chicago Oakbrook Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses by providing customized wealth management, discretionary portfolio management, and comprehensive financial planning. The firm uses a wide range of securities and investment strategies tailored to client objectives and manages over $1.2 billion in client assets through a multi-advisor team.

Teresa Mitchell is a CFP® with 25 years of experience in financial advisory services. She is affiliated with Signature Financial Services, Ltd and has a background that includes a long-standing accounting practice under Teresa L. Henley CPA since 1996. Mitchell also maintains an accounting practice outside of her advisory work. Signature Financial Services provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and business entities. The firm’s investment approach is asset-allocation driven and grounded in modern portfolio theory, utilizing model portfolios, institutional strategists, and a range of mutual funds and ETFs, with a focus on periodic rebalancing rather than high-frequency trading.

Rebecca Fragassi is a CFP® professional with nine years of industry experience. She has been with Coyle Financial Counsel since 2007. Based in Glenview, IL, she works within a team of 11 advisors at Coyle. Coyle serves individuals, families, retirement plans, trusts, estates, charitable organizations, and business entities, providing asset management, wealth advisory, and financial assessment services. The firm combines tactical and strategic asset allocation with various analytical methods and offers both discretionary and non-discretionary management, including an automated sub-adviser program for smaller accounts.

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.

Andrew Abel is a financial advisor at IntentGen Financial Partners in Naperville, IL, holding a Series 66 designation with four years of industry experience. He has previously worked at firms including Purshe Kaplan Sterling Investments, Thrivent Investment Management Inc, and J.P. Morgan Securities LLC. IntentGen Financial Partners provides asset management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, pension and profit-sharing plans, and corporate clients. The firm employs a multi-advisor team structure and uses a broad range of investment methods to construct diversified portfolios for its clients.

Aldo Vultaggio is a CFA® charterholder with 18 years of industry experience. He has been with Capstone Financial Advisors Inc since 2016. Capstone Financial Advisors provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes asset-class allocation, cost control, and tax efficiency, employing a multi-year investment outlook with a range of strategies and access to private fund investments for qualified investors.

Kevin Rochford is a financial advisor with Clearwater Capital Partners, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. His prior roles include positions at Bernstein, Satter Management, and Bessemer Investor Services, Inc. Clearwater Capital Partners offers family office services, private wealth management, institutional advisory, and retirement plan advising. The firm serves a diverse client base, including high-net-worth individuals and institutional clients such as sovereign wealth funds and government entities, employing a variety of investment strategies and maintaining several affiliated entities to provide integrated financial solutions.

Camilla Corso is a CFP® professional with 14 years of experience in financial advising. She has been with DigioVine Hnilo Jordan + Johnson, Ltd. since 2010. Corso is based in Bartlett, IL, and works as part of an eight-advisor team at DHJJ Financial Advisors. DHJJ Financial Advisors manages approximately $543.5 million and serves individual and high-net-worth clients with portfolio management, financial planning, and retirement plan services. The firm integrates investment management with access to tax preparation and accounting services through an affiliated CPA firm and typically manages accounts on a discretionary basis using a variety of investment vehicles.

Jason Telford is a CFP® and CFA® with 14 years of industry experience. He has been with Capstone Financial Advisors, Inc. since 2004. Capstone Financial Advisors serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management along with financial planning, pension consulting, tax preparation, and access to private fund investments. Its investment approach emphasizes asset-class allocation, cost control, and tax positioning, utilizing mutual funds, ETFs, individual securities, and third-party sub-advisers under an Investment Committee’s oversight.

Matthew Cavanaugh is a financial advisor at XXI Wealth, LLC with 10 years of industry experience. He holds a Series 65 designation and has previously worked at MAI Capital Management LLC, Intersect Capital LLC, GTS Securities, LLC, TRU Trading LLC, and CMZ Trading. XXI Wealth serves individuals, high-net-worth clients, trusts, estates, and select retirement plans, providing comprehensive financial planning and portfolio management. The firm employs tailored asset-allocation strategies including a range of investment vehicles and is notable for its use of margin and derivatives within separately managed accounts, serving a limited client base with a customized service model.

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.

David Jutovsky is a financial advisor with Financial Solutions Advisory Group in Chicago, IL, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 23 years of industry experience and has worked with HighTower Advisors LLC and Leonetti & Associates, LLC. Outside of his advisory role, he serves as president of JDL Private Tax Services, Inc., a tax preparation company. Financial Solutions Advisory Group advises high-net-worth individuals, corporations, pension and profit-sharing plans, and trusts, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting and education. The firm develops client-specific investment policies and employs a combination of fundamental, technical, quantitative, and qualitative analysis, offering both long- and short-term strategies.

Michael Johnson is a financial advisor at PCG Wealth Management with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial LLC, Johnson, Peterek & Howse LLC, Richard K Johnson & Associates, and Mazars USA. Outside of advising, he is involved in tax preparation and accounting through his activities with MEJ and Associates and Johnson, Peterek & Howse LLC. PCG Wealth Advisors serves individuals, charitable organizations, corporations, and retirement plans, managing approximately $931 million for about 1,800 clients. The firm offers customized portfolio management and financial planning with a focus on long-term strategies using low-cost mutual funds and ETFs, alongside other investment vehicles tailored to client needs.

Arthur Frasca is a financial advisor with Regal Advisory Services, Inc. in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Noble Capital Partners since 2007. Outside of his advisory work, he serves as a director of VIBE Credit Union and is involved in several Waterford Township community boards, including the Zoning Board of Appeals and Planning Commission. Regal Advisory Services, Inc. serves individuals, corporations, retirement plans, trusts, foundations, and other institutional clients through a team of 15 advisors managing approximately $113.5 million in assets. The firm employs a blend of fundamental and quantitative research tailored to client goals, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement plan advisory services.

Cynthia Mittlestaedt is a CFP® and holds a Series 65 license, with six years of industry experience. She is currently with Vertex Partners and has previously worked at Highpoint Planning Partners, Aspire Planning Group, and Edward Jones. Vertex Partners provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm tailors portfolios based on clients’ risk tolerance, time horizon, and liquidity needs, utilizing a variety of investment strategies including proprietary model portfolios, mutual funds, ETFs, individual securities, and third-party program platforms, with ongoing monitoring and rebalancing.

Carter King is a financial advisor with Clearwater Capital Partners, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Ascensus and Royal Valet Tulsa, as well as educational positions at Oral Roberts University and Westminster Christian School. Clearwater Capital Partners offers family office services, private wealth management, institutional advisory, and retirement plan advising. The firm serves a diverse client base, including individuals, high-net-worth clients, sovereign wealth funds, and governmental entities, employing a range of investment strategies and offering access to alternative investments and private placements.

Tina Barrile is a CFP® and CFA® with 19 years of industry experience. She is currently with The Dala Group, LLC and has previously worked at Northern Trust Co., BDF LLC / Corient, and Hemsley & Associates, Ltd. The Dala Group serves individual and high-net-worth clients through portfolio management and financial consulting, including retirement, estate, tax, and charitable planning. The firm combines fundamental, quantitative, and qualitative analysis to develop diversified asset-allocation strategies using a range of investment vehicles tailored to client objectives and risk tolerance.

Julia Foran is a financial advisor at Stenger Family Office, LLC with five years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Calamos Investments, as well as served in the United States Senate. Stenger Family Office serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations, managing approximately $735 million. The firm offers tailored financial planning, portfolio management, wealth and family office services, and pension consulting, utilizing a combination of mutual funds, ETFs, individual securities, and independent managers overseen by an investment committee.

Erin Fogarty is a financial advisor at Wellment Financial in Elmhurst, IL, holding a Series 65 designation with seven years of industry experience. She has worked with FSR Wealth Management and FSR Insurance Planning, Ltd., where she is a licensed insurance agent. Wellment Financial provides investment management, manager selection, and financial planning services to individuals, high-net-worth clients, and institutions, focusing on retirement planning and tax strategies. The firm implements diversified model portfolios using various investment approaches and offers managed accounts through a third-party sub-advisor and wrap-fee platform.