Joseph Davidson is a Series 66-licensed financial advisor with five years of industry experience, currently with Goldstone Financial Group, LLC since 2021. His prior experience includes roles at Thrivent Financial and various educational institutions. He is also a licensed insurance agent authorized to sell life and fixed annuity products. Goldstone Financial Group provides investment advisory and financial planning services to individuals and high-net-worth clients, utilizing a combination of fundamental, technical, and quantitative methods aligned with modern portfolio theory. The firm offers ongoing portfolio management, written investment policy statements, and employs tactical ETF models alongside alternative strategies within wrap-fee and transaction-based account options.

Ranjit Bahadur is a financial advisor with Unique Wealth Strategies, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He previously worked with Private Advisor Group, LLC and LPL Financial, LLC. He is also involved with Creative Legacy Planning, a business related to non-variable insurance. Unique Wealth Strategies serves individuals, small businesses, trusts, estates, and charitable clients with asset management, financial planning, and retirement plan services. The firm offers a proprietary wrap program and employs a combination of fundamental, technical, quantitative, and modern portfolio theory approaches, including the use of derivatives and leverage within managed portfolios.

Kristi Wano is a financial advisor with SAGE Private Wealth Group, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. Her prior roles include positions at Calamos Wealth Management LLC and BMO Harris Financial Advisors, Inc. 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 through a client-specific process involving tailored asset allocation and ongoing portfolio monitoring.

Jeffrey Cribbs is a CFP® with 27 years of industry experience, currently serving at Chicago Wealth Management, Inc. since 2004. He is based in Chicago, IL, and holds Series 63 and Series 65 licenses. Chicago Wealth Management, Inc. is an SEC-registered advisory firm operating as a four-advisor team managing approximately $307 million for individuals, non-profits, and institutional clients. The firm employs a tactical investment approach focused on maximizing absolute long-term returns while limiting large portfolio losses, using a diversified mix of equities, ETFs, mutual funds, fixed income, and selective options strategies with periodic rebalancing.

Daniel O'Halloran is a financial advisor with Asset Strategies, Inc. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. His background includes roles at American Trust Investment Services Advisory, Inc., American Trust Investment Services, Inc., and Chicago Capital Management Advisors, LLC. Outside of his advisory work, he is involved with the Upward Foundation, a nonprofit organization. Asset Strategies, Inc. provides discretionary portfolio management and standalone financial planning to individual and charitable clients. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to manage assets across equities, fixed income, mutual funds, and ETFs.

Hoan Taussig is a CFP® professional at Timothy Financial Counsel, Inc. with 14 years of industry experience. He has been with the firm since 2007. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm provides project-based advice on income management, retirement planning, tax strategies, and other areas, using a time-based billing model without custodial or discretionary authority, and generally recommends diversified no-load mutual funds and ETFs.

Ryan Decker is a CFP® with one year of experience at Vantage Point Financial, LLC. Prior to joining Vantage Point, he worked at PriceWaterHouseCoopers for five years and has been affiliated with North Central College since 2017. He is the founder of two non-investment-related businesses: Wealthency LLC, which provides financial education, and CentArbitrage LLC, focused on sports information. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners with investment management, financial planning, and wealth consulting services. The firm employs a fiduciary, customized approach emphasizing long-term portfolio construction using low-cost mutual funds and ETFs, while also offering discretionary portfolio management and integrated planning advice.

Lee Catalano is a CFP® professional with 42 years of industry experience, currently serving at MEDIQUS Asset Advisors, Inc. since 1996 and also affiliated with Ausdal Financial Partners, Inc. since 2009. He holds Series 63 and Series 65 licenses and conducts insurance sales as a licensed agent, dedicating part of his time to this activity. MEDIQUS Asset Advisors provides investment advisory, financial planning, and ERISA plan advisory services primarily to individuals, retirement plans, and medical groups. The firm emphasizes long-term asset allocation with a disciplined rebalancing approach and utilizes technology platforms for portfolio management and client reporting.

David Matuszak is a CFP® professional with 12 years of industry experience, currently serving at Strategic Investment Solutions, Inc. and Forum Financial Management, LP. His prior experience includes roles at Jones Lang Lasalle, The Huntington Investment Company, and BMO Harris Financial Advisors. He is also involved in fixed insurance sales. Strategic Investment Solutions is an SEC-registered multi-advisor firm that offers discretionary portfolio management and model-portfolio services to individuals, pension plans, trusts, and estates. The firm employs a hybrid passive investment approach focused on asset allocation and the Efficient Markets framework, utilizing diversified portfolios primarily composed of institutional funds from Dimensional Fund Advisors.

Lisa Santos is a financial advisor at Keating Financial Advisory Services with one year of industry experience. She holds a Series 65 designation and previously worked at Raymond James Financial Services Advisors Inc. Outside of finance, she is a partner and co-owner of Southport Grocery & Cafe in Chicago, where she is involved in marketing strategy, product development, and operations. Keating Financial Advisory Services serves pension and profit-sharing plans, corporate retirement plans, and other institutional clients, managing $330 million in plan assets. The firm offers both discretionary and non-discretionary investment management and provides modular financial planning and consulting services.

Ryan Watson is a financial advisor with Willis Towers Watson Securities, LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Fisher Investments, MissionSquare Investment Services, and First Command. Watson served in the U.S. Air Force from 2017 to 2019 and attended the United States Air Force Academy. Willis Towers Watson Securities, LLC provides retirement-focused investment advisory services to individuals and high-net-worth clients through its Via Retirement platform, which offers web-based financial planning, discretionary model portfolios, and asset allocation tools. The firm uses diversified model portfolios and asset-allocation modeling guided by Monte Carlo simulations and client inputs, supported by affiliated sub-advisers and insurance brokerage services.

Dana Cahan is a financial advisor with North Star Investment Management Corporation, holding a Series 65 credential and two years of industry experience. Prior to joining North Star, Dana worked at Zuckerman Investment Group, Altair Advisers, LLC, and Mac Management Co. Inc. North Star Investment Management Corporation serves individuals, pension plans, trusts, charitable organizations, and corporations, providing discretionary portfolio management and financial planning. The firm manages approximately $2.5 billion in client assets and offers a range of investment strategies, including the use of its own mutual funds and unified managed-account reporting.

Marc Pershan is a financial advisor at Valley Wealth Managers, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Bank Leumi USA and Valley National Bank. Pershan serves on the advisory committee of Chicago Neighborhood Housing Services, a nonprofit supporting low-income housing. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.69 billion for individual and institutional clients. The firm provides discretionary investment management and financial planning, using a client-driven process that allocates among equities, fixed income, and cash, with portfolios typically holding individual stocks and bonds alongside mutual funds and ETFs when appropriate.

Timothy Hart is a CFP® professional with 32 years of industry experience, currently serving at Feldman, Ingardona & Co. since 1998. He holds Series 63 and Series 65 registrations and is based in Downers Grove, Illinois. Feldman, Ingardona & Co. provides investment advisory and portfolio management services primarily to high-net-worth individuals, families, and institutions, focusing on long-term strategic asset allocation and manager selection. The firm manages portfolios through mutual funds and ETFs, combining active and passive strategies, and serves clients with minimum account sizes typically starting at $5 million.

Maria Kyriakopoulos is a financial advisor at Rothschild Investment LLC with two years of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank. Rothschild Investment serves a range of clients including high-net-worth individuals, families, trustees, corporations, pension and profit-sharing plans, and institutional clients. The firm provides portfolio management, financial planning, and retirement plan consulting, using asset-allocation models tailored to client objectives and a mix of mutual funds, ETFs, and individual securities.

Joel Solomon is a financial advisor with Rothschild Investment LLC in Chicago, IL, holding Series 65 and Series 63 licenses with 35 years of industry experience. He has been with Rothschild Investment Corporation since 1991. Rothschild Investment serves a diverse client base including individuals, families, trustees, corporations, pension and profit-sharing plans, and institutional clients, providing portfolio management, financial planning, retirement plan consulting, and sub-adviser selection. The firm uses asset-allocation models tailored to clients’ objectives and risk tolerance, employing a variety of investment vehicles and quantitative and statistical methods to support portfolio construction.

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.

Ethan Hulgaard is a financial advisor with Timothy Financial Counsel, Inc. He holds a Series 65 designation and has prior work experience at RSM US LLP and Wheaton College. Hulgaard has been with Timothy Financial Counsel since 2025. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm that serves individuals, families, businesses, trusts, charities, and retirement plans. The firm emphasizes advisory and implementation coaching without managing client assets, focusing on diversified investment strategies and offering educational seminars and structured planning 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.

Jae Ha is a financial advisor at Chicago Oakbrook Financial Group with 24 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Ha has been with Chicago Oakbrook Financial Group since 2007 and previously worked at Commonwealth Financial Network. He is also the owner and president of Jae Ha Wealth Management, Inc., a private entity for his securities business. Chicago Oakbrook Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers customized wealth management, discretionary portfolio management, comprehensive financial planning, and retirement plan consulting, utilizing a wide range of securities and strategies tailored to client objectives.