Jonathan Kruger is a financial advisor at Rothschild Wealth LLC with 37 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. His prior roles include positions at Pacific Life Insurance, Protective Life Insurance Company, Proequities Inc, and Halo Securities LLC. Rothschild Wealth serves individuals, high-net-worth clients, corporate executive groups, retirement plans, trusts, foundations, and other institutional clients. The firm offers portfolio management, financial planning, and retirement and investment consulting, utilizing asset-allocation models that consider tax, estate, cash-flow, and risk factors.

William Gottfried is a financial advisor at Goldstone Financial Group, LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors, Prudential Insurance Company of America, and Wealth Enhancement Advisory Services. Goldstone Financial Group is an SEC-registered investment adviser managing over $1 billion across approximately 1,675 clients. The firm provides discretionary portfolio management, financial planning, and access to sub-advisers and third-party model portfolios, employing strategies that include mutual funds, ETFs, fixed income, and select alternative investments.

Keith Schwefel is a financial advisor with Geneva Partners, LLC in Chicago, IL. He holds a Series 65 designation and has eight years of industry experience. Prior to joining Geneva Partners in 2017, he worked at the Washington DC Chamber of Commerce and Illini Media. Geneva Partners manages approximately $423.6 million for about 550 clients, providing discretionary investment supervisory services and individual portfolio management to individuals, charitable organizations, and retirement plans. The firm customizes investment policies through client interviews and employs both fundamental and technical analysis for long- and short-term strategies.

Kari Mckinley is a CFP® professional with 12 years of experience at Capstone Financial Advisors Inc in Downers Grove, IL. She has been with Capstone since 2014. Capstone Financial Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management alongside financial planning, pension consulting, tax preparation, and access to private fund investments, emphasizing asset-class allocation, cost control, and tax positioning.

Stephen Baby is a financial advisor with Rothschild Investment LLC in Chicago, IL. He holds Series 63 and Series 65 licenses and has eight years of industry experience. His prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Ronin Capital LLC, and Wilgrove Capital LLC. Rothschild Investment LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting to individuals, families, trusts, foundations, corporations, and plan sponsors. The firm focuses on entrepreneurs and closely held business owners, employing a long-term, individualized investment approach that integrates asset allocation, theme selection, and security selection through fundamental, technical, quantitative, and qualitative analysis.

Michael Santarelli is a financial advisor at Altman Advisors with Series 65 and Series 63 licenses and four years of industry experience. He worked at PPM America, Inc. for 19 years before joining Altman Advisors in 2021. Additionally, he serves as a general partner and investment decision maker at SCV Capital, LLC, focusing on small cap value and large cap core public equity investments. Altman Advisors provides discretionary portfolio management and investment consulting to individuals, trusts, retirement plans, and business clients. The firm emphasizes fundamental analysis and strategic asset allocation, offering individualized account management through wrap fee family office and asset management services.

Lauren Connelly is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Vestor Capital, LLC. She has previously worked with Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of her advisory role, she serves as a board member of the Lichen Sclerosus Support Network and is part of the Ambassadors Council for the YWCA Metropolitan Chicago. Vestor Capital is a multi-team investment and wealth management firm 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 fixed income, mutual fund, ETF, and alternative strategies.

Sara Barry is a financial advisor at Vestor Capital, LLC in Chicago, IL, with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Vestor Capital and its affiliated entities since 2013. 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, offering a variety of equity and fixed income strategies supported by an internal Investment Committee that centralizes decision-making.

Joseph Sindelar is a financial advisor at Rothschild Investment LLC in Chicago, IL, holding a Series 65 designation with 21 years of industry experience. He has worked at Rothschild Investment Corporation since 2020 and previously spent 11 years at Lasalle Street Capital Management, LLC. Rothschild Investment LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting primarily to individuals, families, trusts, foundations, corporations, and plan sponsors. The firm focuses on entrepreneurs and closely held business owners, employing a long-term, individualized investment approach that integrates asset allocation, theme selection, and security selection using a combination of fundamental, technical, quantitative, and qualitative analysis.

Eric Papenhagen is a CFP® professional with Series 63 certification, currently serving at North Star Investment Management Corporation. He has been with North Star since 2020 and has prior experience at Vision Investment Services, Inc. and MB Financial. North Star Investment Management Corporation serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering discretionary portfolio management, financial planning, and family office services. The firm manages approximately $2.5 billion in client assets and uses a variety of investment strategies, often allocating substantially to its own mutual funds.

Ellis Rutili is a financial advisor at Centric Wealth Management, LLC in Chicago, IL, holding Series 65 and Series 66 licenses with two years of industry experience. Prior to joining Centric Wealth Management, he worked at TEGUS for six years and Merrill Lynch for one year. Centric Wealth Management is an SEC-registered advisory firm providing discretionary investment management, financial planning, and retirement-plan participant account management to individual clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm uses individualized asset allocations and proprietary model strategies, combining fundamental, technical, quantitative, and qualitative analysis with third-party software and periodic rebalancing.

Jennifer Clifford is a CFP® professional with 10 years of industry experience, currently serving at Embree Financial Group in Chicago, IL. She has been with Embree Financial since 2003. Outside of her advisory role, she owns SISU FOR ME LLC, a consulting business focused on assisting divorcing individuals. 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 plans. The firm employs a fiduciary approach, utilizing fundamental, technical, and cyclical analysis to manage portfolios primarily invested in no-load mutual funds, ETFs, and individual securities.

Abby Davis is a financial advisor at Burling Wealth Partners with 10 years of industry experience. She holds a Series 65 designation and previously worked at AT Investment Advisers Inc. and Geneva Advisors, LLC. Burling Wealth Partners is an SEC-registered advisory firm serving individuals, family offices, trusts, estates, private foundations, corporations, and qualified retirement plans. The firm offers investment management and comprehensive financial planning through a client-centered, long-term approach that incorporates fundamental and technical research across a range of asset classes.

Kamil Bonifaciuk is a financial advisor with Goldstone Financial Group, LLC in Oakbrook Terrace, IL, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Goldstone Financial Group in 2022, he worked at Equitable Advisors, LLC and has experience in various roles including at the University of Illinois at Urbana Champaign. 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, utilizing a documented investment process that incorporates fundamental, technical, and quantitative methods aligned with modern portfolio theory. The firm offers portfolio management, written investment policy statements, and a range of investment strategies including tactical ETF models and alternative options-based approaches.

Thomas Fitzgerald is a financial advisor with Managed Asset Portfolios, LLC, holding a Series 65 designation and 20 years of industry experience. He has been with Managed Asset Portfolios since 2009. Managed Asset Portfolios provides discretionary and non-discretionary investment advisory services to individuals, pension and profit-sharing plans, government plans, trusts, estates, registered and private investment companies, and offshore funds. The firm’s investment approach is based on fundamental, value-oriented equity analysis and detailed fixed-income research, with portfolio construction across multi-cap and global strategies.

Richard Horwitch is a financial advisor at Cohen Capital with 38 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Northern Trust Securities, Inc. for nearly three decades, followed by a four-year tenure at Raymond James & Associates. Cohen Capital is an SEC-registered investment adviser offering discretionary investment management, wealth management, and financial planning services for individuals, trusts, businesses, and institutional accounts. The firm employs a primarily long-term, diversified portfolio approach using mutual funds, ETFs, and various other investment vehicles, and sponsors a wrap-fee program that consolidates transaction and custody costs.

Luke Schillo is a financial advisor at Greenstone Belt Wealth Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has previous experience at ORBA Wealth Advisors and Telemus Capital, LLC. Outside of advising, he is a partner and passive investor in Enjoyum Restaurant Group, Inc., a restaurant business based in Chicago. Greenstone Belt Wealth Advisors serves individuals and families, including high-net-worth clients, offering comprehensive financial, estate, tax, and retirement planning alongside discretionary portfolio management. The firm applies a modern portfolio theory approach, emphasizing diversification, cost minimization, and after-tax efficiency, while utilizing mutual funds, ETFs, individual securities, third-party managers, and various LPL Financial advisory platforms.

Michael Pauritsch is a financial advisor at MPS-Loria Financial Planners, LLC with 40 years of industry experience. He has been with MPS Loria Financial Planners since 1999 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is an independent licensed insurance agent in Illinois. MPS Loria Financial Planners serves individual clients, including high-net-worth individuals, as well as corporations, pension plans, charitable organizations, estates, and trusts. The firm manages approximately $826 million in assets with a five-advisor team, employing a predominantly discretionary, diversified investment approach that uses no-load mutual funds and ETFs alongside quantitative screening and third-party research.

Thomas Kelly is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at SJS Investment Services in Chicago, IL. His prior experience includes roles at Christian Brothers Investment Services. SJS Investment Services is a registered investment adviser managing approximately $2.5 billion with an 18-advisor team. The firm serves individuals, high-net-worth clients, business owners, retirement plans, non-profits, endowments, foundations, and public entities, typically focusing on portfolios valued at $1 million or more and offering discretionary portfolio management, financial planning, and retirement plan advisory services.

William Metz is a financial advisor with Feltl Advisors in Chicago, IL, holding Series 63 and Series 65 designations and bringing 50 years of industry experience. He has been with Feltl and Company since 2012. Feltl Advisors provides investment advisory services primarily to individual investors who are mostly non–high-net-worth clients, as well as corporations, pension and profit-sharing plans, trusts, and institutions. The firm manages approximately $132 million in client assets and offers non-discretionary advice through wrap-fee programs in partnership with RBC.