Peter Gottlieb is a financial advisor at North Star Investment Management Corporation with 36 years of industry experience. He has worked with the firm since 2004 and previously held roles at Mid Atlantic Capital Corporation and Copley Financial Services Corp. Gottlieb serves as president of North Star Family Office, providing customized family office services. North Star Investment Management Corporation serves individuals, pension plans, trusts, charitable organizations, and corporations, offering discretionary portfolio management, financial planning, family office services, and participation in wrap-fee programs. The firm manages roughly $2.5 billion in client assets and frequently allocates client portfolios into its own mutual funds as part of its investment strategy.

Angela Williams is a Certified Financial Planner® with 16 years of industry experience. She has been with Wealthquest Corporation in Oak Brook, IL since 2013 and holds the Series 63 and Series 66 licenses. Wealthquest Corporation serves individuals, families, retirement plans, charitable organizations, businesses, trusts, and estates through tiered advisory programs that integrate portfolio management, financial planning, estate-planning assistance, and tax return preparation. The firm manages approximately $2.22 billion for about 1,583 clients using a multi-advisor team approach and offers both discretionary and non-discretionary services.

Brian Phillips is a CFP® and holds a Series 65 license, currently serving as an advisor at Kuhn Capital Partners with two years of industry experience. Prior to joining Kuhn Capital Partners in 2025, he worked at RMB Capital and Busey Wealth Management. He is a minority owner of Bison Natural Resources, LLC, which is involved with private funds managed by Kuhn Capital Partners. Kuhn Capital Partners provides discretionary asset management, financial planning, and retirement advice to individual and high-net-worth clients, as well as pooled investment vehicles. The firm constructs portfolios based on client objectives and risk tolerance, offers access to alternative investments for qualified clients, and manages multiple private funds as adviser, sponsor, and general partner.

Sean Prendergast is a financial advisor at MPS-LORIA Financial Planners, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, Charles Schwab, and Hightower. Outside of his advisory role, he serves as a high school football official for the Chicago Catholic League. MPS LORIA Financial Planners, LLC serves individual clients, including high-net-worth individuals, as well as corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm employs a predominantly discretionary, open-architecture investment approach focused on diversified allocations using no-load mutual funds and ETFs, supported by quantitative screening and research from Fiducient Advisors.

Cory Shepherd is a Certified Financial Planner™ (CFP®) and Chartered Financial Consultant (ChFC®) with 16 years of industry experience. He is a managing member of Lantern Tree Media Development Group, LLC, a media property development company, and co-author of the book *Your Business Your Wealth*, which involves related speaking engagements. Shepherd has worked at Sound Financial, LLC since 2017 and previously at Park Avenue Securities. Sound Financial, LLC is a team-based registered investment adviser with seven advisors managing approximately $170 million for individuals, high-net-worth clients, and business entities. The firm integrates Modern Portfolio Theory with model allocations and third-party money managers, providing tailored financial planning and portfolio management through various platforms and emphasizing higher-touch consulting services.

Anthony Greenwood is a financial advisor at Vestor Capital, LLC in Chicago, IL, with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Nouveau Riche and TD Ameritrade Inc. 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 approach, utilizing fundamental research to implement diversified strategies across multiple asset classes.

Andrew Owen is a financial advisor at Goldstone Financial Group, LLC with six years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. Prior to joining Goldstone, he worked at MML Investor Services, MassMutual Life Insurance Company, and Northwestern Mutual. Outside of his advisory role, he is an instructor at Bash Sports Academy, where he teaches baseball to youth. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing approximately $1.05 billion for around 1,675 clients. The firm provides discretionary portfolio management, financial planning, and access to sub-advisers and model portfolios, implementing strategies that utilize mutual funds, ETFs, fixed income, and select alternative investments.

John Suchy is a financial advisor with Chicago Oakbrook Financial Group holding a Series 65 credential. He has experience across multiple roles since 2016, including positions at Northwestern Mutual Investment Services and the American Automobile Association. 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 utilizes a broad range of securities and investment strategies tailored to client objectives and manages over $1.2 billion in assets through a team-based approach.

Jansen Hein is a financial advisor at Steward Advisors Group, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Simmons Capital Group, Heron Ventures, the Illinois State Board of Investment, and Ernst and Young. Steward Advisors Group serves individuals, trusts, estates, and charitable organizations, managing approximately $105 million in discretionary assets. The firm integrates clients’ faith-based and moral values into investment decisions and offers tailored portfolios that include marketable securities as well as alternative investments.

Galo Baca is a financial advisor at Goldstone Financial Group, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Envoy Advisory Inc., Christian Retirement Ministries, and Harvest Investment Services, LLC. His background also includes roles in education and community organizations. Goldstone Financial Group provides investment advisory and financial planning services to individuals and high-net-worth clients, employing a documented investment process that combines fundamental, technical, and quantitative methods aligned with modern portfolio theory. The firm offers a range of strategies including tactical ETF models and alternative approaches such as options-based and hedged credit-spread strategies.

Jessica Debold is a CFP® with 18 years of industry experience. She is currently with Goldstone Financial Group, LLC and has previously worked at Financial Engines Advisors L.L.C. and Buckingham Financial Group, Inc. Outside of her advisory role, she is involved in residential construction through DeBold Builders LLC, where she assists with bookkeeping, accounting, and income tax preparation. Goldstone Financial Group is a multi-team, SEC-registered investment adviser managing over $1 billion across more than 1,600 client relationships. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers and model portfolios, implementing strategies that include mutual funds, ETFs, fixed income, and alternative vehicles.

Timothy Newell is a CFP® with 40 years of experience in financial advisory services. He is currently with Harvest Investment Services, LLC and Envoy Advisory Inc., having previously worked at ProEquities, Inc. He owns Harvest Financial Planning, LLC, where he provides comprehensive financial and estate planning, including trust preparation and tax services. Harvest Investment Services, LLC offers portfolio management, financial planning, and consulting to a diverse client base including individuals, retirement plans, trusts, and institutions. The firm employs a multi-advisor team approach and uses a variety of investment strategies tailored to client objectives and risk tolerance.

Alyssa Schuster is a CFP® and holds a Series 65 license with seven years of industry experience. She has worked at Doyenne Wealth Advisors since 2022 and previously at Brownson, Rehmus & Foxworth, Inc. and the Regulatory Compliance Association. Doyenne Wealth Advisors provides personalized financial counseling and non-discretionary investment advisory services to high-net-worth individuals, senior corporate executives, and related trusts, foundations, and endowments. The firm operates on a fee-only, independent basis and focuses on long-term, diversified asset allocation with a tailored, multi-meeting review cadence for affluent households.

Phoebe Stefani is a CFP® and holds a Series 66 license with seven years of industry experience. She has worked at Doyenne Wealth Advisors since 2022 and previously held roles at Brownson, Rehmus & Foxworth, Inc., Bank of America, N.A., and Merrill. Doyenne Wealth Advisors provides personalized financial counseling and non-discretionary investment advisory services to high-net-worth individuals, senior corporate executives, and related trusts, foundations, and endowments. The firm emphasizes long-term, diversified asset allocation and delivers comprehensive planning while maintaining client decision authority.

Thomas Hession Jr. is a financial advisor at Riverbend Capital Advisors, LLC with 31 years of industry experience. He has been with Riverbend since 2011. He holds Series 63 and Series 65 designations. Riverbend Capital Advisors primarily serves high-net-worth individuals, trusts, estates, corporations, and other business entities. The firm focuses on discretionary investment management concentrated in municipal bonds and other fixed-income securities, employing a combination of fundamental and technical analysis to construct portfolios.

Troy Bute is a CFP® professional with 19 years of industry experience, currently serving at Capstone Financial Advisors Inc since 1999. He is based in Downers Grove, IL, and has spent his entire advisory career at Capstone. Capstone Financial Advisors serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm focuses on asset-class allocation, cost control, and tax positioning, offering portfolio management, financial planning, pension consulting, and specialized services such as tax preparation and private fund investments.

Michael Ingardona is a CFP® professional with 12 years at Feldman, Ingardona & Co and 4 years of industry experience. He is based in Downers Grove, IL, and is part of a five-advisor team. Feldman, Ingardona & Co. provides investment advisory and portfolio management services primarily to high-net-worth individuals, families, and institutions. The firm focuses on long-term strategic asset allocation, using both active and passive managers, and offers discretionary and non-discretionary portfolio management with regular performance monitoring.

Peter Steigerwald is a financial advisor at 4 Wealth Advisors, Inc. with 14 years of industry experience. He holds a Series 65 designation and has previously worked at Retirement Income Management, Inc. and The Lending Company. He is also a vice president in mortgage lending at Guaranteed Rate in Chicago. 4 Wealth Advisors provides comprehensive 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 along with a distinctive affiliation with an accounting firm and an insurance entity.

Gregory Johnson is a financial advisor at Paradigm Wealth Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Halo Securities, LLC and Sentinus, LLC. Outside of his advisory role, he is involved as a lacrosse coach and referee at Hinsdale Central. Paradigm Wealth Management, LLC serves individuals, including high net worth clients, and charitable organizations, offering portfolio management, financial planning, and third-party money manager referrals. The firm emphasizes tailored advisory strategies and manages held-away participant accounts through a third-party platform, providing regular account reviews and educational seminars.

Michael Bellis is a CFP® professional with over 32 years of experience in the financial services industry. He is currently affiliated with Vertex Partners and has previously worked with Highpoint Advisor Group and LPL Financial. Bellis also has involvement in an accounting and tax preparation partnership, Vertex Accounting Partners, LLC. 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, using a diversified approach that includes proprietary model portfolios, mutual funds, ETFs, individual securities, and third-party program platforms.