Phoebe Stefani is a Certified Financial Planner (CFP®) with eight years of industry experience. She currently works at Doyenne Wealth Advisors in Chicago, where she has been since 2022. Her prior roles include positions at Brownson, Rehmus & Foxworth, Inc., Bank of America, and Merrill. Doyenne Wealth Advisors provides fee-only financial counseling and investment advisory services primarily to high-net-worth and ultra-high-net-worth individuals, senior corporate executives, and related entities. The firm focuses on customized, long-term, diversified asset allocation, offering mostly non-discretionary advisory services with a range of investment options including no-load mutual funds, ETFs, and selective private investments.

Thomas Hession Jr. is a financial advisor at Riverbend Capital Advisors, LLC with 31 years of industry experience. He has been with Riverbend since 2011. He holds Series 63 and Series 65 designations. Riverbend Capital Advisors primarily serves high-net-worth individuals, trusts, estates, corporations, and other business entities. The firm focuses on discretionary investment management concentrated in municipal bonds and other fixed-income securities, employing a combination of fundamental and technical analysis to construct portfolios.

Troy Bute is a CFP® professional with 19 years of industry experience, currently serving at Capstone Financial Advisors Inc since 1999. He is based in Downers Grove, IL, and has spent his entire advisory career at Capstone. Capstone Financial Advisors serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm focuses on asset-class allocation, cost control, and tax positioning, offering portfolio management, financial planning, pension consulting, and specialized services such as tax preparation and private fund investments.

Michael Ingardona is a CFP® professional with 12 years at Feldman, Ingardona & Co and 4 years of industry experience. He is based in Downers Grove, IL, and is part of a five-advisor team. Feldman, Ingardona & Co. provides investment advisory and portfolio management services primarily to high-net-worth individuals, families, and institutions. The firm focuses on long-term strategic asset allocation, using both active and passive managers, and offers discretionary and non-discretionary portfolio management with regular performance monitoring.

Peter Steigerwald is a financial advisor at 4 Wealth Advisors, Inc. with 15 years of industry experience. He holds a Series 65 designation and has worked previously at Retirement Income Management, Inc. and The Lending Company. Steigerwald also serves as Vice President of Mortgage Lending at Guaranteed Rate in Chicago. 4 Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers customized portfolio management and employs various analytical methods, including technical and cyclical analysis, while maintaining affiliations with accounting and insurance entities to support integrated client services.

Gregory Johnson is a financial advisor at Paradigm Wealth Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Halo Securities, LLC and Sentinus, LLC. Outside of his advisory role, he is involved as a lacrosse coach and referee at Hinsdale Central. Paradigm Wealth Management, LLC serves individuals, including high net worth clients, and charitable organizations, offering portfolio management, financial planning, and third-party money manager referrals. The firm emphasizes tailored advisory strategies and manages held-away participant accounts through a third-party platform, providing regular account reviews and educational seminars.

Michael Bellis is a CFP® professional with over 32 years of experience in the financial services industry. He is currently affiliated with Vertex Partners and has previously worked with Highpoint Advisor Group and LPL Financial. Bellis also has involvement in an accounting and tax preparation partnership, Vertex Accounting Partners, LLC. Vertex Partners provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm tailors portfolios based on clients’ risk tolerance, time horizon, and liquidity needs, using a diversified approach that includes proprietary model portfolios, mutual funds, ETFs, individual securities, and third-party program platforms.

Brian Niksa is a CFP® professional with 11 years of industry experience, currently serving at Capstone Financial Advisors Inc since 2009. Based in Downers Grove, IL, he is part of a multi-advisor team at the firm. Capstone Financial Advisors serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering portfolio management, financial planning, pension consulting, tax preparation, and access to private fund investments. The firm’s investment approach emphasizes asset-class allocation, cost control, tax positioning, and employs both fundamental and cyclical analysis within a multi-year horizon framework.

Wendy West is a Series 66-licensed financial advisor with Harvest Investment Services, LLC, bringing 28 years of industry experience. She has worked at Double W Financial Group, Inc. since 2014 and Harvest Financial Planning since 2012, with prior experience at Proequities from 2000 to 2018. West serves on the boards of the DeKalb Area Retirement Center and Kishwaukee United Way and chairs the IHSA Destination DeKalb, coordinating state high school football championships. Harvest Investment Services, LLC provides portfolio management, financial planning, pension consulting, and other advisory services to a diverse client base including individuals, retirement plans, and institutions. The firm employs an actively managed tactical investment strategy and offers a multi-advisor team structure with several offices.

Tammy Billadeau is a CFP® professional with 15 years of industry experience, currently serving at Vertex Partners. Her prior experience includes roles at LPL Financial, LLC and Churchill Management Group. She also provides administrative support to Vertex Partners. Vertex Partners offers advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm emphasizes tailored portfolios based on risk tolerance, time horizon, and liquidity needs, utilizing a variety of investment strategies and platforms.

Timothy Bennett is a Series 65-credentialed advisor at Forthright Capital with one year of industry experience. He has worked in educational roles prior to joining the firm and engages in insurance-related activities including pension reviews and retirement planning. Forthright Capital Advisory, LLC manages approximately $107.7 million in discretionary assets and serves individuals, retirement plans, corporations, and charitable organizations. The firm primarily employs passive investment management using model portfolios and also incorporates outside managers when appropriate, with regular portfolio reviews conducted on a quarterly basis.

Maureen Miller is a CFP® and holds a Series 65 license with 10 years of industry experience. She has worked at Doyenne Wealth Advisors since 2022 and previously spent six years at Brownson, Rehmus & Foxworth. Doyenne Wealth Advisors provides personalized, fee-only financial counseling and non-discretionary investment advisory services primarily to high-net-worth individuals, senior corporate executives, and related trusts, foundations, and endowments. The firm emphasizes long-term, diversified asset allocation and delivers tailored planning across multiple financial areas while maintaining client decision authority.

Bradley Morris is a CFP® professional with 24 years of industry experience, currently serving as an advisor at PCG Wealth Management in Oak Brook, IL. His career includes roles at LPL Financial, Good Life Advisors, and Waddell & Reed. Outside of his advisory work, he is involved in tax preparation and accounting through several related business entities. PCG Wealth Advisors manages approximately $931 million for around 1,800 clients, including individuals, charitable organizations, corporations, and retirement plans. The firm focuses on customized, primarily long-term portfolios using low-cost mutual funds and ETFs, alongside other investment vehicles, and offers both discretionary and non-discretionary portfolio management services.

Tesa Williamson is a CFP® professional with 11 years of industry experience. She is currently with Doyenne Wealth Advisors in Chicago, where she has worked since 2022, following roles at Brownson Rehmus Foxworth, Williamson House, Nuveen Fund Advisors, Citigroup Global Markets, Citicorp Investment Services, and Ameriprise. Doyenne Wealth Advisors provides fee-only financial counseling and investment advisory services primarily to high-net-worth and ultra-high-net-worth individuals, senior corporate executives, and related entities. The firm focuses on customized, long-term, diversified asset allocation and delivers mostly non-discretionary advisory services.

Frank Bodi is a financial advisor at Asset Strategies, Inc. with 41 years of industry experience. He previously worked at Landolt Securities Inc. for seven years and at IFS Securities for one year. Asset Strategies, Inc. provides discretionary portfolio management and standalone financial planning and consulting services to individual and charitable clients. The firm uses a combination of fundamental, technical, charting, and cyclical analyses, employing both long- and short-term strategies across various asset classes.

Paul Fousek is a financial advisor with Horizon Wealth Management in La Grange, IL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Horizon Wealth Management since 2014 and has worked with LPL Financial since 2005. He serves as a business fellow at Norwich University, meeting regularly to support the enhancement of student offerings. Horizon Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term, fiduciary investment approach with diversified portfolios and offers discretionary management, financial planning, and ERISA 3(21) and 3(38) retirement-plan advisory services.

Alexander Hemsley is a CFP® and holds a Series 66 license with seven years of industry experience. He has worked at Hemsley Advisors, Ltd. since 2018 and previously held roles at Fidelity Brokerage Services LLC and the Illinois Department of Financial and Professional Regulations. He is based in Chicago, IL. Hemsley Advisors, Ltd. is an SEC-registered advisory firm serving individuals, charitable organizations, and corporations. The firm provides portfolio management, financial planning, and consulting services, focusing on individualized investment policies and primarily managing assets on a non-discretionary basis.

Nickolas Brait is a CFP®-designated financial advisor with 44 years of industry experience, currently affiliated with SAGE Private Wealth Group, LLC in Oakbrook Terrace, IL. He has held roles at Raymond James Financial and South Prospect Partners, and since 2017 has coached financial advisors on business development through the Oechsli Institute. SAGE Private Wealth Group is an SEC-registered advisory firm serving individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm offers wealth management and discretionary portfolio management with a client-specific process involving tailored asset allocation and ongoing portfolio monitoring, utilizing a range of investment vehicles and analysis techniques.

Joshua Strauss is a CFA® charterholder with 21 years of industry experience. He is affiliated with Pekin Hardy Strauss, Inc., a team-based firm located in Chicago, IL. Strauss has worked at Sf Investments, Inc. and Pekin Singer Strauss Asset Management, Inc. since 2004. Pekin Hardy Strauss, Inc. provides investment management, financial planning, and retirement plan services to individuals, pension and retirement plans, registered investment companies, charitable organizations, and corporations. The firm employs fundamental analysis and asset allocation, incorporating ESG factors, and utilizes a variety of instruments and strategies including derivatives to tailor portfolios to clients’ objectives and risk profiles.

Joshua Perlmutter is a financial advisor at Atlas with eight years of industry experience. He holds a Series 66 designation and has worked at several firms, including ATFS Advisers, Lido Advisors, GeoWealth Management, Cresset Asset Management, and Stifel, Nicolaus & Company. Atlas provides wealth management and financial planning services to individuals, families, trusts, estates, businesses, retirement plans, and pooled investment vehicles. The firm combines fundamental and technical analysis within a primarily long-term, index-based framework, offering discretionary and non-discretionary portfolio management along with private credit and alternative investment options.