Andrew Nigh is a CFA® charterholder with two years of industry experience. He is currently with Embree Financial Group and has previously worked at Envestnet, Frontier Partners, MSCI, and Northern Trust. 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 employs a fiduciary approach using fundamental, technical, and cyclical analysis, investing primarily in no-load mutual funds, ETFs, and individual securities.

George Tkaczuk is a financial advisor at RCM Wealth Advisors in Chicago, IL, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Know Your Options, LLC since 2011. RCM Wealth Advisors is a multi-advisor SEC-registered firm managing approximately $324 million for around 530 clients. The firm offers portfolio management and financial planning services to individuals, pension and profit-sharing plans, and corporate clients, utilizing a combination of fundamental and cyclical analysis alongside various tactical and options-based strategies.

Joseph Romano is a CFP® with 30 years of industry experience and has been with Romano Brothers And Company since 1995. He is a principal at Romano Ventures Partnership and a partner in Romano Research Fund, both of which invest in privately held startup and technology companies. He also serves on the advisory board of FinTech Ranger, LLC, a business strategy consulting firm. Romano Brothers & Company serves individuals, including high-net-worth clients, as well as employee benefit plans, non-profits, trusts, estates, and corporate entities. The firm offers discretionary portfolio management, financial planning, and brokerage services, utilizing a generally conservative, long-term, fundamentals-based investment approach with both active and passive strategies.

Kelly Zownorega is associated with Serenity Investment Advisors and holds a Series 65 designation. Kelly has been in the industry for less than one year, previously working as an office manager and in education roles. Serenity Wealth Management offers fee-based investment advisory and financial planning services to a broad range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a tactical allocation approach supported by fundamental analysis and proprietary model portfolios, managing both discretionary and non-discretionary assets.

Jennifer Wyton is a CFP® and holds a Series 65 license, currently serving as an advisor at ShankerValleau Wealth Advisors, Inc. with three years at the firm and a total of seven years in the financial industry. Prior to joining ShankerValleau, she was self-employed and led Wyton Solutions Inc. She is also the owner of Blackcidr Corporation, a software consulting business, and works as an accountant providing tax preparation assistance at ShankerValleau Accountants, Inc. ShankerValleau Wealth Advisors, Inc. is a six-advisor team managing approximately $550 million for a diverse client base that includes individuals, retirement plans, nonprofits, and corporations. The firm emphasizes a diversified, low-cost, research-driven investment approach, primarily using structured strategies from Dimensional Fund Advisors and offers portfolio management through a wrap-fee program combined with ongoing financial planning.

Rebecca Fragassi is a CFP® professional with nine years of industry experience. She has been with Coyle Financial Counsel since 2007. Based in Glenview, IL, she works within a team of 11 advisors at Coyle. Coyle serves individuals, families, retirement plans, trusts, estates, charitable organizations, and business entities, providing asset management, wealth advisory, and financial assessment services. The firm combines tactical and strategic asset allocation with various analytical methods and offers both discretionary and non-discretionary management, including an automated sub-adviser program for smaller accounts.

Sean Moran is a CFP® with 21 years of experience in financial services. He is currently with Pinnacle Financial Group LLC and has previously worked at Charles Schwab and UBS Financial Services Inc. Pinnacle Financial Group LLC is a fee-only, SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm combines modern portfolio theory with factor investing, quantitative optimization, and third-party research to provide personalized financial planning and investment management.

Peter Clementz is a financial advisor at RCM Wealth Advisors in Chicago, IL, holding a Series 65 designation. He has one year of industry experience, having joined RCM Wealth Advisors in 2025. Prior to this, he worked at Culvers and Aurora University, and has experience in the fitness industry through XSport Fitness. RCM Wealth Advisors is a multi-advisor SEC-registered firm managing approximately $324 million for around 530 clients. The firm serves individuals, pension and profit-sharing plans, and corporate clients, offering portfolio management and financial planning with a focus on tailored strategies and a combination of fundamental and cyclical analysis.

Matthew Cavanaugh is a financial advisor at XXI Wealth, LLC with 10 years of industry experience. He holds a Series 65 designation and has previously worked at MAI Capital Management LLC, Intersect Capital LLC, GTS Securities, LLC, TRU Trading LLC, and CMZ Trading. XXI Wealth serves individuals, high-net-worth clients, trusts, estates, and select retirement plans, providing comprehensive financial planning and portfolio management. The firm employs tailored asset-allocation strategies including a range of investment vehicles and is notable for its use of margin and derivatives within separately managed accounts, serving a limited client base with a customized service model.

Conner Boillat is a CFP® professional at LVW Advisors, LLC in Chicago, IL, with one year of industry experience. His prior roles include positions at The Sales Collective and multiple entrepreneurial ventures such as The Hobby Edge, Inc. and RocPokemon. LVW Advisors provides customized wealth management and financial planning for high-net-worth individuals, families, trusts, and institutional clients. The firm emphasizes asset allocation and diversification, employs both passive and active investment strategies, and leverages a notable affiliate network through Focus Financial Partners to offer specialized client solutions.

David Jutovsky is a financial advisor with Financial Solutions Advisory Group in Chicago, holding the PFS™ credential and Series 63 and 65 licenses. He has 24 years of industry experience, including roles at Hightower Advisors LLC and Leonetti & Associates, LLC. Outside of his advisory work, he serves as president of JDL Private Tax Services, a tax preparation company. Financial Solutions Advisory Group manages approximately $900 million in discretionary assets for individuals, corporations, pension and profit-sharing plans, and trusts. The firm employs a comprehensive investment approach that combines fundamental, technical, quantitative, and qualitative analysis, and it emphasizes pension and profit-sharing plan consulting and participant education.

James Kozak is a financial advisor at Uhlmann Investment Management, L.L.C. with 34 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Uhlmann Price Securities, Robertson Stephens Advisors, and Roth Capital Partners. Outside of his advisory role, Kozak is a board member of Waverly AV Management, a travel nursing staffing company, and is involved with several investment-related ventures, including co-founding OnPoint Analytics Capital Partners. Uhlmann Investment Management provides discretionary and non-discretionary portfolio management to individuals, institutions, and trusts, using fundamental analysis and long-term asset allocation to match portfolios with clients’ objectives and risk tolerance. The firm offers managed portfolios combining stocks, bonds, ETFs, and alternatives, and integrates third-party managers and custodial model programs within its advisory services.

Arthur Frasca is a financial advisor at Regal Advisory Services, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Noble Capital Partners since 2007. Outside of advising, he serves on the boards of VIBE Credit Union and multiple local governmental committees in Waterford Township, Michigan. Regal Advisory Services, Inc. provides financial planning, portfolio management, and retirement plan advisory services to individuals, including high-net-worth clients, as well as trusts, foundations, and business entities. The firm utilizes a combination of fundamental and quantitative research, offering discretionary and non-discretionary managed accounts through proprietary strategies and third-party platforms.

Matthew Delduchetto is a financial advisor with Excalibur Management Corp in Wilmette, IL, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He previously worked at BNP Paribas Securities Corp. for five years before joining Excalibur Management in 2021. Excalibur Management Corporation provides discretionary investment management and integrated financial planning to high-net-worth individuals, families, trusts, foundations, endowments, and closely held business entities. The firm combines top-down macroeconomic analysis with bottom-up fundamental and technical security analysis to tailor portfolios based on clients’ liquidity, tax, concentration, and cash-flow needs, managing approximately $712 million in regulatory assets for about 300 clients.

Sarah Stone is a financial advisor at Vestor Capital, LLC in Chicago, IL, holding a Series 65 credential. She has one year of experience in the advisory industry, including prior roles at AlphaSense and Watson Dwyer. Vestor Capital provides investment and wealth management, portfolio management, and financial planning services to individuals, not-for-profit organizations, foundations, and qualified retirement plans. The firm uses an Investment Committee to guide diversified strategies across multiple asset classes and offers co-advisory programs, standalone planning services, and access to affiliated offerings through Focus Financial Partners.

Justin Terzo is a financial advisor with Lake Street in Chicago, IL, holding a Series 66 designation and 16 years of industry experience. He has worked at Lake Street Financial since 2018 and previously spent eight years with Bank of America and Merrill. Mr. Terzo is also licensed as an insurance agent in Illinois and engages in related activities on a limited basis. Lake Street serves individual and high-net-worth clients, as well as business entities, retirement plans, trusts, estates, charitable organizations, private foundations, and insurance companies. The firm offers a range of investment management and advisory services, combining fundamental and technical analyses with an emphasis on diversification, tax awareness, and alignment to client risk profiles, and is notable for sponsoring affiliated private funds available to certain clients.

Christopher Recker is a financial advisor at AZA Capital Management in Chicago, IL, with 18 years of industry experience. He has been with AZA Capital since 2014 and holds Series 63, Series 65, and Series 66 designations. Outside of his advisory role, Mr. Recker owns Atmos, LLC, a business focused on operational continuity services unrelated to investment management. AZA Capital Management serves individuals, families, financial advisors, institutions, retirement plans, and charitable organizations. The firm employs quantitative and qualitative methods to implement tactical, multi-factor asset allocation strategies primarily using index-based ETFs and custom fixed-income portfolios, and it frequently acts as a sub-advisor or strategy provider to other advisers and platforms.

Jacob Shamblott is a CFP® professional at Blue Line Capital with eight years of industry experience. He has held roles at BNY Mellon, LPL Financial, BMO Harris Bank, Bank of America, Merrill, and the University of Kansas. Shamblott is based in Chicago, IL, and has been with Blue Line Capital since 2024. Blue Line Capital is a team-based registered investment adviser managing approximately $131.9 million for about 121 clients. The firm offers discretionary portfolio management and comprehensive financial planning, utilizing a blend of fundamental, technical, and cyclical analysis alongside tactical and strategic asset allocation.

Kaitlin Hyland is a financial advisor at Horizon Wealth Management with four years of industry experience. She holds the Series 65 designation and has worked previously at Cresset Asset Management and Horizon Wealth Management. 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 using diversified portfolios of mutual funds, ETFs, and individual securities, supported by ongoing monitoring and periodic reviews.

Aaron Harrison is a financial advisor at Vertis Wealth, LLC with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services, Inc., Citizens Securities Inc., and Catholic Funeral Services. Vertis Wealth provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as corporations and charitable organizations. The firm emphasizes long-term, value-oriented equity selection, strategic asset allocation, and option strategies, tailoring services to client objectives.