Sheldon Kaiz is a CFP® with 42 years of industry experience, currently with Mack Investment Securities, Inc., where he has worked since 1988. He holds a Series 63 license and is based in Northfield, IL. Mack Investment Securities serves individual investors, retirement and pension plans, and institutional accounts, offering portfolio management, financial planning, and market timing services. The firm employs a manager-of-managers approach through its Money Managers Plus program, utilizing both internal and third-party subadvisors and incorporating tactical and timing strategies.

Zachary Walters is a CFP® and Series 66 licensed advisor with 20 years of industry experience. He has worked at Walled Lake Planning & Wealth Management, LLC since 2018 and previously spent 10 years at RBC Capital Markets Corporation. Walters holds an insurance license and provides servicing of insurance-related accounts in addition to his advisory work. Walled Lake Planning & Wealth Management offers wealth and portfolio management services to individuals, institutions, and charitable organizations. The firm combines discretionary and non-discretionary management with comprehensive financial planning, tailoring portfolios to client objectives using various analytical methods and delivering services through a wrap fee program.

Joel Solomon is a financial advisor with Rothschild Investment LLC in Chicago, IL, holding Series 65 and Series 63 licenses and bringing 35 years of industry experience. He has been with Rothschild Investment Corporation since 1991. Rothschild Investment LLC provides investment advisory and financial planning services to individuals, trusts, corporations, pension and profit-sharing plans, and other institutional retirement plans. The firm uses client‑specific asset allocation models and quantitative analysis to manage portfolios and offers retirement plan consulting, manager selection, and employee education.

Christopher Khan is a financial advisor with Blue Line Capital in Chicago, IL, holding a Series 65 designation and one year of industry experience. Prior to joining Blue Line Capital in 2025, he worked at ExxonMobil and Craze Marketing and spent several years as a full-time student. Blue Line Capital is a team-based registered investment adviser with seven advisors managing approximately $131.9 million for about 121 clients. The firm offers discretionary portfolio management and financial planning services, employing a blend of fundamental, technical, and cyclical analysis alongside strategic and tactical asset allocation.

Ari Nadler is a CFP® and holds a Series 66 designation with three years of industry experience. He is currently part of Nadler Financial Group, Inc. in Deerfield, IL, and has prior experience with Ausdal Financial Partners, PricewaterhouseCoopers, and Amplify Investments. His background also includes roles in education and accounting. Nadler Financial Group manages over $2.18 billion for more than 1,000 clients, including individuals, charitable organizations, business entities, and retirement plans. The firm uses tactical asset allocation with diversified mutual funds, ETFs, independent managers, and Schwab sub-advisory solutions, offering discretionary investment management alongside financial planning and retirement-plan consulting 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.

Mathew Manning is a financial advisor with Truvestments Capital LLC, holding a Series 66 designation and six years of industry experience. He has worked at Purshe Kaplan Sterling Investments, Cetera, and Manning Silverman & Company over the course of his career. Manning is also a minority owner and partner of the CPA firm Manning Silverman & Company, which provides tax and accounting services. Truvestments Capital LLC serves individuals, high-net-worth clients, trusts, estates, and retirement plans, offering discretionary and non-discretionary investment management alongside financial planning. The firm builds customized, primarily long-term portfolios that emphasize low-cost mutual funds and ETFs and manages a private Bitcoin fund through an affiliated general partner.

Alberto Liz is a financial advisor at The Mosaic Financial Group, LLC in Chicago, IL, with 10 years of industry experience. His prior roles include positions at Goldman, Sachs & Co. LLC and a Single Family Office. He holds Series 66 and Series 65 designations. The Mosaic Financial Group serves primarily high-net-worth individuals and a range of institutional clients, providing investment advisory, estate and financial planning, tax preparation, and bookkeeping services. The firm emphasizes asset allocation and integrates tax and accounting services into its wealth management offering.

John Kelty is a CFP® professional with 37 years of experience at Mack Investment Securities, Inc., where he has worked since 1989. He holds a Series 63 license and is based in Northfield, IL. Outside of his advisory role, he is involved on an as-needed basis with a family-owned lawn care, paving, and snow removal business. Mack Investment Securities, Inc. serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, and custodial accounts. The firm employs a manager-of-managers approach combining independent and affiliated sub-advisers with firm-run model strategies that include tactical shifts and use of ETFs, offering both commission and fee-based implementation.

Michael Wolcott Jr. is a CFA® charterholder with 15 years of experience in the financial industry. He has been with Studio Investment Management since 2011, where he is part of a four-advisor team based in Chicago, IL. Studio Investment Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, partnerships, retirement plans, and certain government entities. The firm manages approximately $903 million in discretionary assets and employs an investment approach focused on fundamental analysis, price sensitivity, and long-term strategies across a variety of securities.

Montaser Takrouri is a financial advisor at Azzad Asset Management, Inc. in Chicago, IL, holding a Series 65 designation with one year of industry experience. His prior work includes roles at PricewaterhouseCoopers LLP and the University of Illinois Chicago. Azzad Asset Management provides investment management and financial planning services to a diverse range of clients, including individuals, retirement plans, charitable institutions, and small businesses. The firm focuses on socially responsible Islamic investing, utilizing proprietary screening tools to exclude companies involved in certain industries, and offers a mix of internally managed portfolios and independent model managers.

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 seven years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at JP Morgan Chase Bank, N.A. He also has experience with nonprofit organizations, having been involved with Boys Hope Girls Hope of NYC. Solyco Wealth serves individuals, high net worth individuals, trusts, estates, businesses, and retirement plans, offering discretionary investment management and written financial planning services. The firm employs a mix of fundamental and technical analysis and manages client assets on a discretionary basis, with additional tax preparation and accounting services available through an affiliated entity.

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.

Nathan Eads is a CFP® and holds a Series 66 license, with 20 years of experience in the financial services industry. He has been with Moller Financial Services since 2007 and is currently part of the team at Moller Wealth Partners in Northfield, IL. Moller Wealth Partners provides personal financial planning and investment management to individuals, families, and trusts, focusing on areas such as tax and estate planning, charitable giving, education funding, retirement planning, insurance risk review, and special needs planning. The firm operates as a fee-only registered investment adviser, using strategic asset allocation with low-cost mutual funds and ETFs, and manages most client assets on a discretionary basis.

Jonathan Kruger is a ChFC® with 38 years of industry experience, currently serving as an advisor at Rothschild Wealth LLC since 2019. His prior experience includes roles at Halo Securities LLC, Proequities Inc, Protective Life Insurance Company, and Pacific Select Distributors. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, corporate executives, trusts, retirement plans, and institutional clients. The firm employs asset-allocation models informed by quantitative analysis and client questionnaires, offering portfolio management, financial planning, and retirement consulting through a combination of mutual funds, ETFs, individual securities, and external sub-advisers.

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.

Stephen Baby is a financial advisor with Rothschild Investment LLC in Chicago, IL, holding Series 63 and Series 65 designations and nine years of industry experience. His work history includes roles at Rothschild Investment Corporation since 2022, JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2018 to 2022, and Ronin Capital LLC from 2016 to 2018. Rothschild Investment LLC provides investment advisory and financial planning services to individuals, trusts, corporations, pension and profit-sharing plans, and other institutional retirement plans. The firm uses client-specific asset allocation models and quantitative analysis, and offers services including portfolio management, retirement plan consulting, and management of pooled vehicles and an affiliated private fund.