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.

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.

Erin Fogarty is a financial advisor at Wellment Financial in Elmhurst, IL, holding a Series 65 designation with seven years of industry experience. She has worked with FSR Wealth Management and FSR Insurance Planning, Ltd., where she is a licensed insurance agent. Wellment Financial provides investment management, manager selection, and financial planning services to individuals, high-net-worth clients, and institutions, focusing on retirement planning and tax strategies. The firm implements diversified model portfolios using various investment approaches and offers managed accounts through a third-party sub-advisor and wrap-fee platform.

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.

Kyle Redd is a financial advisor at Vertis Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Trifound Advisory since 2022 and TriFound Financial since 2014. Outside of advisory services, he is also an insurance agent, offering insurance products and services to clients. 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.

Brian Szymczak is a financial advisor with Wellment Financial and holds a Series 65 designation. He has five years of industry experience and has worked at FSR Wealth Management, Ltd. and Portfolio Solutions Group. He is also associated with FSR Insurance Planning, Ltd. as a licensed insurance agent. Wellment Financial provides investment management, manager selection, and financial planning services to individuals, high-net-worth individuals, and institutional clients. The firm focuses on retirement planning with an emphasis on tax strategies and uses diversified model portfolios managed through a third-party sub-advisor and wrap-fee platform.

Melissa Diamond is a financial advisor with North Star Investment Management Corporation in Chicago, IL, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has worked at North Star since 2003 and at NewEdge Securities since 2016. North Star Investment Management Corporation serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing discretionary portfolio management, financial planning, and family office services. The firm manages approximately $2.5 billion in client assets and frequently utilizes its proprietary mutual funds within client portfolios.

Brendon Pierce is a financial advisor with Chicago Oakbrook Financial Group, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Allianz Global Investors and Commonwealth Financial Network. Outside of his advisory work, he is the owner of Fox Hill Ventures, LLC. Chicago Oakbrook Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses with customized wealth management, discretionary portfolio management, and comprehensive financial planning. The firm employs a wide range of securities and investment strategies tailored to client objectives and maintains an institutional relationship with Raymond James for custodial and research support.

David Dickman is a CFP® professional with seven years of industry experience, currently serving at Rothschild Investment LLC in Chicago, IL. His prior experience includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank NA. 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 that incorporate tax, estate, cash-flow, and risk-tolerance factors, and it offers services such as portfolio management, retirement plan consulting, and management of pooled vehicles and an affiliated private fund.

Collin Woulfe is a financial advisor at Greenstone Belt Wealth Advisors, LLC in Chicago, IL, holding a Series 65 designation. He has two years of prior experience at ORBA Wealth Advisors and began his financial services career after roles in education at Saint Xavier University and Lockport Township High School. Greenstone Belt Wealth Advisors serves individuals and families, including high-net-worth clients, providing fee-based financial, estate, tax, and retirement planning alongside discretionary portfolio management. The firm’s investment approach is based on modern portfolio theory with an emphasis on diversification, cost minimization, and after-tax efficiency.

Stacie Zapfel is a financial advisor with Centric Wealth Management, LLC in Chicago, IL, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. She has worked at Centric Wealth Management since 2018 and previously spent 12 years with FGMK Preservation Capital Partners, LLC. Centric Wealth Management is an SEC-registered advisory firm serving individual clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm provides discretionary investment management and financial planning, utilizing proprietary model strategies alongside fundamental, technical, quantitative, and qualitative analysis.

William Grehan is a financial advisor with Vestor Capital, LLC in Chicago, IL. He holds a Series 65 designation and has been in the industry since 2022, with prior experience at Grace Global Capital and Dearborn Partners. Vestor Capital is a multi-team investment and wealth management adviser serving individuals, families, not-for-profit organizations, foundations, and qualified retirement plans. The firm manages approximately $2.08 billion in discretionary assets through a team of 21 advisors and employs a centralized Investment Committee to construct concentrated, typically low-turnover equity portfolios alongside a range of fixed income and alternative strategies.

Barbara Kelly is a financial advisor at AZA Capital Management with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Castleview Partners, LLC and InterOcean Capital. Outside of her advisory role, Ms. Kelly serves as Director of McLennan Partners Ltd., a UK company investing in a bed and breakfast, and owns Mint Private Enterprises, LLC, which provides administrative services for a family office. AZA Capital Management serves individuals, families, financial advisors, institutions, retirement plans, and charitable organizations. The firm uses quantitative and qualitative research to implement tactical, multi-factor asset allocation strategies primarily through index-based ETFs and also acts as a sub-advisor and strategy provider to other investment advisers and platforms.

Kevin Wozniak is a CFP® professional with 15 years of industry experience, currently serving at Fountainhead Financial, LLC since 2009. He is based in Chicago, IL. Fountainhead Financial provides investment advisory services, financial planning, and retirement plan consulting to individuals, business entities, and participant-directed retirement plans. The firm primarily operates on a non-discretionary basis and manages a substantial asset base relative to its small advisory team.

Charles Raftery is a financial advisor at Riverbend Capital Advisors, LLC in Chicago, IL, holding a Series 65 designation with two years of industry experience. Prior to joining Riverbend Capital Advisors, he worked at University of Santa Clara and Tacklebox Brand Partners. Riverbend Capital Advisors serves high-net-worth individuals, trusts, estates, corporations, and other business entities with discretionary investment management focused on municipal bonds and fixed-income securities. The firm combines fundamental and technical analysis to manage primarily long-term fixed-income portfolios and provides subadvisory services and financial consulting as needed.

Abigail Loria is a financial advisor with MPS-LORIA Financial Planners, LLC and holds a Series 65 designation. She has prior experience working in various roles including freelance acting and employment at several companies before joining the firm. Outside of finance, she works as a freelance actress, involved in auditioning, rehearsing, and performing. MPS-LORIA Financial Planners, LLC serves individuals, including high-net-worth clients, as well as corporations, charitable organizations, and trusts, providing investment advisory services, financial planning, and pension consulting. The firm employs a predominantly discretionary, open-architecture investment approach focused on diversified allocations primarily using no-load mutual funds and ETFs.