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 Certified Financial Planner® with 11 years of experience, currently serving with MPM Wealth Advisors in Chicago, IL. She has been with MPM Wealth Advisors since 2015. MPM Wealth Advisors provides investment advisory and financial planning services to individuals, pension and employee benefit plans, trusts, and other entities. The firm emphasizes diversified portfolios primarily made up of low-expense mutual funds and ETFs, using client suitability and risk profiles to guide portfolio construction and rebalancing.

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 with 25 years of industry experience, currently with 1834 Investment Advisors Co. He holds Series 65 and Series 63 licenses. His prior roles include positions at Old National Bank, LPL Financial LLC, Sentry Insurance, and Ameriprise Advisor Services. Randy also serves as Vice President at Old National Bank, a subsidiary of Old National Bancorp. 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 within a framework guided by written Investment Policy Statements.

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.

Christian Geringer is a CFP® with 22 years of industry experience, currently serving at Rothschild Investment LLC since 2003. He holds a Series 63 designation and is based in Chicago, IL. Outside of his advisory work, Geringer serves as a paid-on-call firefighter for the Village of Western Springs, responding to emergencies in the local community. Rothschild Investment LLC provides investment advisory and financial planning services to individuals, trusts, corporations, pension and profit-sharing plans, and other institutional clients. The firm employs client-specific asset allocation models and quantitative analysis, offering both discretionary and non-discretionary portfolio management as well as retirement plan consulting.

Stephen Mccormick is a financial advisor at Rothschild Wealth LLC with a Series 65 designation and three years of industry experience. His prior roles include positions at Sentinus, LLC and Wealth Planning Network. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, corporate executive groups, trusts, retirement plans, and institutional clients, using asset-allocation models supported by quantitative analysis and third-party platforms.

Samuel Ogles is a CFP®-designated financial advisor with six years of industry experience, currently with Timothy Financial Counsel, Inc. He has prior experience at Thrivent Financial and operates Formation Circle LLC, a spirituality-focused business offering speaking, writing, teaching, and facilitation on faith-related topics. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm emphasizes advisory and implementation coaching with a focus on diversified exposure through no-load mutual funds and ETFs, asset allocation, and periodic rebalancing.

Timothy Kuntz is a CFP® with 11 years of industry experience, currently serving as an advisor at Vantage Point Financial, LLC. He has previously worked at Sigma Financial Corporation, SPC, and Welgat Wealth Management. Kuntz is a co-author of the book *Elevate Your Retirement*, published in 2025, and is involved in the sale of non-variable insurance products through an affiliated insurance agency. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners with investment management, financial planning, and wealth consulting. The firm emphasizes a fiduciary, customized approach to long-term portfolio construction using low-cost mutual funds and ETFs, while also incorporating alternative investments and coordinated tax and estate-planning services.

Ryan Todd is a financial advisor at Lake Street with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Lake Street since 2020. Prior to that, he was with Merrill from 2015 to 2020 and has been associated with Bank of America since 2015. Lake Street serves individual and high-net-worth clients, business entities, retirement plans, trusts, estates, charitable organizations, private foundations, and insurance companies. The firm employs a multifaceted investment approach that includes fundamental, technical, and cyclical analyses, alongside asset-class allocation and tax considerations, and offers access to affiliated private funds for qualified investors.

Paul Minta is a CFP® professional with 28 years of experience in financial advising. He has been with Digiovino, Hnilo, Jordan & Johnson Financial Advisors, Ltd. since 1996. He is based in Naperville, IL, and holds Series 63 and Series 65 licenses. DHJJ Financial Advisors is an SEC-registered firm managing approximately $543.5 million through a team of eight advisors. The firm serves individual and high-net-worth clients with portfolio management, financial planning, and retirement plan services, and offers integrated access to tax preparation and accounting through an affiliated CPA firm.

Adivaraha Jayasankar is a financial advisor at Bellwether Investment Group, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Bellwether since 2023, following roles at Mainstay Capital Advisors and Wealth Foundations Solutions, LLC. Outside of his advisory role, Jayasankar is involved in insurance sales through Wealth Foundation Solutions and provides tax preparation and review services at Zoller, Swanson and Company. Bellwether Investment Group offers advisory services to individuals, businesses, trusts, estates, and retirement plan sponsors, delivering financial planning, portfolio management, and retirement consulting. The firm employs a range of investment strategies including equities, ETFs, bonds, and managed programs, and is notable for its multi-office team structure and use of leverage and structured strategies.

Derek Raridon is a financial advisor with Lantz Financial LLC in Naperville, IL. He holds a Series 65 designation and has two years of industry experience. Prior to joining Lantz Financial, he worked at Sears Holdings from 2016 to 2018. Lantz Financial LLC provides portfolio management, financial planning, and retirement-plan services to individuals, families, businesses, and retirement plans. The firm manages approximately $846 million in client assets and employs an investment approach based on modern portfolio theory with global diversification, primarily using mutual funds and ETFs.

Thomas Parker is a financial advisor at Pendulum Wealth Partners with 12 years of industry experience. He holds a Series 66 designation and is also a partner at Fates, Bodily, and Parker PLLC, a CPA firm in Itasca, Illinois. In addition to his advisory role, Parker is a licensed insurance agent involved in implementing insurance recommendations. Pendulum Wealth Partners is a team of nine advisors managing approximately $254 million across over 200 client relationships. The firm offers discretionary investment management, financial planning, and family office services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, employing a primarily long-term, diversified investment approach.