John Nowicki is a financial advisor at LCM Capital Management Inc. in Chicago, IL, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LCM Capital Management since 2002. In addition to his advisory role, he has worked as an independent insurance agent since 2001. LCM Capital Management provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s investment approach focuses on fundamental issuer analysis, long-term equity holdings primarily from the S&P 500 and EAFE universes, and periodic rebalancing, managing approximately $365 million in client assets through a team of nine advisors.

James Franke is a financial advisor at Rothschild Investment LLC in Chicago, IL, with 22 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Robert Baird & Co., Morgan Stanley, and Citigroup Global Markets. Rothschild Investment LLC provides investment advisory and financial planning services to individuals, trusts, corporations, pension and profit-sharing plans, and institutional retirement plans. The firm employs client-specific asset allocation models and quantitative analysis, offering discretionary and non-discretionary portfolio management, retirement plan consulting, and management of pooled vehicles and an affiliated private fund.

Tom Sleeter is a financial advisor with Ruggaard & Associates, holding a Series 66 credential and over 27 years of industry experience. His career includes roles at LPL Financial and Cetera Advisor Networks LLC, and he has been involved with multiple family farming enterprises since the early 1990s. Outside of financial advising, he serves as a board member for two nonprofit organizations related to a recreational island and a rural cemetery. Ruggaard & Associates provides investment management and financial planning services to individual clients, including high-net-worth households, as well as pension and corporate retirement plans. The firm employs a variety of analytical approaches and strategies tailored to client objectives, combines investment management with tax preparation, and offers quarterly reviews and detailed reporting.

Margaret Quinn is a Certified Financial Planner (CFP®) with 21 years of industry experience. She has been with Paradigm Wealth Management, LLC since 2014, where she is part of a six-advisor team based in Chicago, IL. Paradigm Wealth Management, LLC serves individuals, including high net worth clients, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and referrals to third-party money managers. The firm also manages held-away defined contribution plan accounts using a third-party platform and offers investment-related educational seminars for plan participants.

Jeremy Ander is a CFP® professional with Urban Financial Advisory Corporation, where he has worked since 2007. He is based in Chicago, IL, and has 19 years of experience with the firm. Urban Financial Advisory Corporation advises mid- to high-net-worth individuals and related entities, offering comprehensive financial planning and portfolio management. The firm integrates accounting and legal services alongside advisory work, and specializes in handling complex employer-sponsored benefit plans for clients.

James Longo Jr. is a CFP® and PFS™ credentialed financial advisor with 23 years of industry experience. He is currently with Cora Capital Advisors, where he has worked since 2025, following a long tenure at Osaic FA, Inc. In addition to his advisory role, Longo is involved in insurance sales and is the president of Paramount Wealth Advisors, a consulting company. Cora Capital Advisors is an SEC-registered fiduciary managing approximately $587 million for individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers wealth management, discretionary portfolio management, financial planning, and retirement plan advisory services, employing a long-term, fundamental investment approach tailored to client goals and risk tolerance.

Zachary Goodman is a financial advisor at Market Gauge Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Tactive and Boyd Watterson Asset Management. Goodman also serves as a consultant to MarketGauge.com, a financial publishing entity affiliated with his firm. Market Gauge Asset Management provides discretionary portfolio management to individual and institutional clients through separately managed accounts and sub-advisory arrangements. The firm uses a combination of proprietary models and traditional analysis to implement tactical and long-term investment strategies.

Paul Embree is a financial advisor with Embree Financial Group in Chicago, IL, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at LPL Financial Corporation since 2009 and has been associated with Waterstone Financial Group and Moody Investment Advisors, Inc. since the early 2000s and 1990s, respectively. 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 entities. The firm manages assets through a fiduciary approach using fundamental, technical, and cyclical analysis, and offers customized reporting and fee arrangements.

Bradley Cohen is a financial advisor at North Star Investment Management Corporation with 24 years of industry experience. He has been with North Star since 2006 and previously worked at Mid Atlantic Capital Corporation from 2016 to 2018. Cohen holds the Series 63 and Series 65 designations. North Star Investment Management Corporation provides discretionary portfolio management and financial planning services to a range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $2.5 billion in assets and often uses its own mutual funds as part of its investment strategies.

Richard Chew is a financial advisor with Polaris Wealth Management, LLC, holding a Series 65 license and five years of industry experience. He has worked at Polaris Wealth Management since 2021 and also runs 1st Capital Insurance Group, where he sells life insurance and annuities. Outside of his advisory role, Chew hosts a public-access radio talk show on WCPT AM-820. Polaris Wealth Management provides advisory services to individual investors and retirement plan clients, offering portfolio management, financial planning, and pension consulting. The firm applies modern portfolio theory to tailor investment strategies and conducts educational seminars for retirement-plan clients at no charge.

John Postel III is a financial advisor at Cohen Capital with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James & Associates and JPMorgan Chase. He is also a licensed insurance professional in a non-investment capacity. Cohen Capital is an SEC-registered investment adviser that offers discretionary investment management, wealth management, and financial planning services to individuals, trusts, businesses, pooled vehicles, and institutional accounts. The firm emphasizes a long-term portfolio approach using low-cost, diversified mutual funds and ETFs, while also employing other investment strategies and third-party managers as appropriate.

Charles Carlson is a CFA® charterholder with 24 years of industry experience. He has worked at Horizon Investment Services, LLC since 1997 and has been involved with Horizon Management Services since 1995 and Horizon Publishing Company since 1982. Carlson is also a member of Highland Park Equity, LLC, an investment holding company. Horizon Investment Services provides discretionary investment advisory and sub-advisory services to individuals, retirement plans, trusts, foundations, business entities, and financial intermediaries. The firm employs a quantitative stock-rating system and a documented research workflow to manage a range of equity-focused strategies and also licenses model portfolios and acts as a sub-advisor in wrap fee programs.

David Wright is a CFA® charterholder with 14 years of industry experience, currently serving at Horizon Investment Services, LLC. He has been with Horizon since 1997. Horizon Investment Services provides discretionary investment advisory and sub-advisory services to individuals, retirement plans, trusts, foundations, business entities, and financial intermediaries. The firm uses a proprietary quantitative stock-rating system alongside fundamental research to guide investment decisions, offering a range of strategies including equity, income, ETF-based, and socially/faith-based approaches.

Logan Guess is a Series 65-registered advisor with LCM Capital Management Inc. in Chicago, IL, with five years of industry experience. He has worked at LCM Capital Management since 2021 and previously held positions at WestRock and other firms dating back to 2016. LCM Capital Management serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations by providing discretionary portfolio management, pension consulting, and participant education. The firm’s investment approach emphasizes fundamental analysis and sector leadership, primarily investing in S&P 500 and EAFE equities with a focus on long-term holdings, while occasionally using derivatives and borrowing strategies.

Joshua Youel is a financial advisor at SAGE Private Wealth Group, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Brighthouse Financial, Motorola Solutions, and LaSalle Investment Management Inc. He has been with SAGE Private Wealth Group since 2023. SAGE Private Wealth Group is an SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers wealth management and discretionary portfolio management, employing a client-specific process that includes tailored asset allocation and ongoing portfolio monitoring.

Thomas Janes is a CFA® charterholder with seven years at Rothschild Investment LLC and four years as an investment management consultant, totaling eleven years of industry experience. He is based in Chicago, IL. 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 employs client-specific asset allocation models integrating tax, estate, cash-flow, and risk-tolerance factors and offers comprehensive portfolio management, retirement consulting, and monitoring services.

Pearlyn Manieri is a financial advisor at Rebellion Asset Management, LLC with 19 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at Podium Markets Securities, LLC, VYGR Digital Securities, LLC, and Glacial Point Capital LLC. Manieri is also involved in consulting for a new broker-dealer as part of her other business activities. Rebellion Asset Management is a five-advisor firm serving families, high-net-worth individuals, trusts, charitable entities, corporations, and business clients. The firm manages approximately $91.8 million in discretionary assets and employs a combination of quantitative methods, technical analysis, third-party research, and options strategies, including a specialized option overlay program and sub-advisory services.

Peter Cecil is a financial professional at Embree Financial Group in Chicago, IL, with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera Investment Advisers, Cetera Advisors LLC, PNT Financial, Akuna Capital LLC, and Citigroup Derivatives Markets Inc. Outside of financial advising, he serves as president of North Shore Ice Arena LLC, a nonprofit hockey rink management group. Embree Financial Group provides holistic financial planning, discretionary investment management, and retirement plan consulting to individuals, families, trusts, and institutional clients. The firm manages portfolios on a discretionary basis using a combination of mutual funds, ETFs, individual securities, and alternative investments, serving both high-net-worth and non-HNW clients.

Joseph Savenok is a financial advisor with Harvest Investment Services, LLC and holds a Series 65 designation. He has two years of industry experience and previously worked at firms including Jones Lang LaSalle and T. Rowe Price. He also serves as an Advisor Assistant with Envoy Advisory Inc., an affiliated investment advisory firm. Harvest Investment Services, LLC provides portfolio management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charities. The firm employs a multi-advisor team structure and uses a range of investment strategies including tactical management and various analytical techniques.

Peter Recchia is a financial advisor with 24 years of industry experience, currently serving at 4 Wealth Advisors, Inc. since 2012. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved as president of an accounting and tax practice and is an owner and agent in an associated insurance group. 4 Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm utilizes customized portfolios and a range of analytical methods, including technical analysis, and is affiliated with accounting and insurance entities to offer integrated client services.