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 with six years of industry experience. He holds a Series 66 designation and has worked previously at Merrill and nVision Wealth, as well as spent time at the University of North Carolina at Chapel Hill. Rothschild Investment serves a diverse client base including individuals, families, trustees, corporations, and institutional clients, offering portfolio management, financial planning, and retirement plan consulting. The firm employs asset-allocation models tailored to client objectives and uses a combination of mutual funds, ETFs, individual securities, and third-party sub-advisers in its investment approach.

Mark Stephens is a CFP® and Series 66-registered advisor at Pendulum Wealth Partners with five years of industry experience. Prior to joining Pendulum, he worked at Ameriprise Financial Services, LLC. Outside of advisory work, he is the owner of Bomark Cleaning Service Inc., a janitorial business. Pendulum Wealth Partners is a team of nine advisors serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, financial planning, and family office services. The firm employs a fundamental, primarily long-term investment approach using diversified portfolios and operates under common control with an affiliated tax and accounting firm.

Jeffrey Thrana is a CFP® with 26 years of industry experience, currently serving as an advisor at Pendulum Wealth Partners. His prior experience includes roles at Purshe Kaplan Sterling Investments, Ameriprise Financial Services, and Wells Fargo Funds Management. Outside of his advisory work, he is involved in real estate rental activities. Pendulum Wealth Partners is a team of nine advisors managing approximately $254 million for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term, diversified investment approach and offers discretionary portfolio management, financial planning, and family office services.

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 financial advisor at MPM Wealth Advisors with 10 years of industry experience. She holds the CFP® designation and Series 65 license and has been with MPM Wealth Advisors since 2015. MPM Wealth Advisors provides investment advisory and financial planning services to individual clients, pension and employee benefit plans, trusts, and other entities. The firm emphasizes diversified portfolios primarily composed of low-expense mutual funds and ETFs, guided by client suitability and risk profiles, managing approximately $1.04 billion in assets.

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.

Randy Addie is a financial advisor at 1834 Investment Advisors Co. in Chicago, IL, holding Series 65 and Series 63 licenses with 25 years of industry experience. His prior roles include positions at Old National Bank, LPL Financial, and Sentry Insurance. He currently serves as Vice President at Old National Bank. 1834 Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes customized portfolio strategies and asset allocation, operating as a wholly owned subsidiary of Old National Bancorp with close ties to Old National Bank.

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.

Marshall Garrett is a CFP® with five years of industry experience, currently serving as an advisor at Zimmerman Wealth Management, LLC since 2013. He holds a Series 65 license and operates out of Evanston, IL. Zimmerman Wealth Management is an SEC-registered advisory firm offering discretionary investment management, comprehensive financial planning, and pension consulting to individuals, trusts, employee benefit plans, charitable organizations, and privately held entities. The firm employs a conservative, long-term asset allocation strategy using mutual funds, ETFs, and closed-end funds, with a focus on continuous portfolio supervision and written financial plans.