Noel Cooper is a CFP® with 27 years of industry experience, currently serving at Walled Lake Planning & Wealth Management, LLC since 2018. Prior to this, he worked for RBC Capital Markets Corporation for 10 years. He is a member of the boards of the Highland Park Community Nursery School & Day Care Center and The Art Center Highland Park, where he contributes to fundraising and community outreach efforts. Walled Lake Planning & Wealth Management is a team-based SEC-registered adviser managing approximately $669 million for around 360 clients. The firm provides comprehensive wealth management services, including financial planning and portfolio management tailored to individual goals and risk tolerance, utilizing a variety of investment vehicles and ongoing monitoring.

Keith Schicker is a CFA® charterholder with six years of industry experience. He has been with Zuckerman Investment Group, LLC since 2013. The firm provides comprehensive family wealth management services to high net worth individuals, families, trusts, partnerships, retirement plans, and charitable foundations. Zuckerman Investment Group follows a value-oriented, long-term investment approach, managing approximately $1.9 billion across seven advisors.

David Bossov is a financial advisor at Quartz Partners Investment Management with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fifth Third Bank, Fifth Third Securities, Wells Fargo Clearing, and Morgan Stanley in various capacities. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries by providing model-based investment management through separately managed accounts, model portfolios, and advisory services. The firm combines top-down macro analysis with bottom-up stock selection and offers discretionary portfolio management monitored by an investment committee.

Christopher Engelman is a CFA® charterholder with 25 years of industry experience. He has been with Parkside Investments, LLC since 2019 and previously worked at Cedar Hill Associates, LLC for 11 years. He is a partner in Cedar Hill Partners Holdings I and II, limited partnerships focused on alternative investments. Parkside Investments is an SEC-registered adviser serving high net worth individuals, families, foundations, pension plans, and other clients. The firm uses a fundamental, long-term large-cap core equity approach combined with fixed income, ETFs, option-based strategies, and private investment allocations, managing over $1 billion in client assets with a small advisory team.

Anthony Falco II is a financial advisor with Monere Wealth Management, Inc. in Schaumburg, IL, holding Series 63 and Series 66 credentials and having 31 years of industry experience. He has been with Monere Investments, Inc. since 2015. Outside of his advisory role, he serves as a church secretary and is president of the Parent Advisory Board for Schaumburg Christian School, both on a volunteer basis. Monere Wealth Management is a team-based firm managing approximately $312 million in client assets, serving individual and high-net-worth clients, pension plans, charities, and business accounts. The firm offers financial planning, portfolio management, pension consulting, and uses a mix of discretionary and non-discretionary approaches, employing third-party managers and quantitative tools as part of its portfolio construction.

Blake Sciera is a financial advisor at Walled Lake Planning & Wealth Management, LLC with a Series 65 credential and two years of industry experience. Prior to joining the firm, he held roles at Saint Xavier University, Orland Physical Therapy, and Moraine Valley Community College. Walled Lake Planning & Wealth Management is a team-based SEC-registered adviser managing approximately $669 million for about 360 clients. The firm offers comprehensive wealth management services including financial planning and portfolio management for individuals, pension plans, trusts, and charitable organizations, utilizing a mix of investment strategies tailored to client goals and risk tolerance.

Douglas Glick is a financial advisor with Total Clarity Wealth Management, Inc., holding a Series 66 designation and over 20 years of industry experience. He has worked at LPL Financial LLC since 2018 and previously spent five years at Cetera Advisor Networks LLC. Outside of advisory work, he is involved with Folkson, LLC, a farm business in Chicago. Total Clarity Wealth Management is a multi-advisor firm serving individual and high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary portfolio management, financial and retirement planning, and specialized services using a mix of model portfolios, third-party managed accounts, and in-house strategies.

Jason Blandford is a financial advisor at Vestor Capital, LLC with 22 years of industry experience. He holds a Series 66 designation and has been with Vestor Capital since 2017, previously working at TDAmeritrade Inc. from 2009 to 2017. 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 21 advisors and offers a range of strategies including concentrated equity portfolios, mutual funds, ETFs, fixed income, and alternatives.

Kyle Tucker is a CFP® certificant with three years of experience in financial advising. He is currently with Signature Financial Services, Ltd and has held roles at First Heartland Capital, Inc. and Signature Advisors Group. He has prior work experience at Purdue University and in various positions outside the financial industry. Signature Financial Services, Ltd. provides portfolio management and financial planning services to individuals, pension plans, trusts, estates, and business entities. The firm employs a modern portfolio theory approach using model portfolios and third-party asset allocation strategies, offering both discretionary and non-discretionary services.

Daniel Zuckerman is a CFA® charterholder with 12 years of experience in the financial advisory industry. He has been with Zuckerman Investment Group, formerly Asset Management Investors, since 2005. Zuckerman Investment Group provides comprehensive family wealth management services to high net worth individuals, families, trusts, partnerships, retirement plans, and charitable foundations. The firm employs a value-oriented, long-term investment approach focused on customized portfolios and tax-aware management across individual equities, fixed income, ETFs, mutual funds, and select alternative assets.

Catalina Ulloa is a financial advisor at Centric Wealth Management, LLC with 10 years of industry experience. She has held positions at Centric Wealth since 2018 and previously worked at Merrill from 2015 to 2018. Ulloa holds a Series 66 designation and is based in Chicago, IL. Centric Wealth Management, LLC is an SEC-registered advisory firm that provides discretionary investment management, financial planning, and retirement-plan participant account management. The firm serves individual clients, including high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and business entities, using proprietary model strategies and a combination of fundamental, technical, quantitative, and qualitative analysis.

Steven Norvid is a CFA® charterholder and holds a Series 65 license with 17 years of industry experience. He joined Rothschild Wealth LLC in 2025 after 13 years at Siligmueller & Norvid Wealth Advisors LLC. Rothschild Wealth serves individuals, high-net-worth clients, corporate executive groups, retirement plans, trusts, foundations, and other institutional clients, offering portfolio management, financial planning, and retirement and investment consulting. The firm uses a combination of quantitative and qualitative analysis to build and monitor diversified portfolios tailored to tax, estate, cash-flow, and risk considerations.

Ryan Buffone is a financial advisor with Mountain Capital Investment Advisors Inc in Chicago, holding a Series 65 credential and one year of industry experience. Prior to joining Mountain Capital, he worked as a first officer pilot for United Airlines and SkyWest Airlines. He is also the owner of Career Nav LLC, a career coaching and interview preparation business. Mountain Capital Investment Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with discretionary wealth management and financial planning. The firm focuses on long-term portfolio construction using diversified, low-cost mutual funds and ETFs, combining fundamental and technical analysis to tailor investments to client goals and risk tolerance.

Daniel Wood is a CFP®, CFA®, and holds a Series 65 license with eight years of industry experience. He has been with Zimmerman Wealth Management, LLC since 2018 and previously worked at State Farm VP Management Corp. and State Farm Insurance from 2016 to 2018. Zimmerman Wealth Management is an SEC-registered advisory firm serving individuals, trusts, employee benefit plans, charitable organizations, and privately held entities. The firm employs a conservative, long-term asset allocation strategy using mutual funds, ETFs, and closed-end funds, providing discretionary portfolio management and comprehensive financial planning.

Kyle Mc Grath is a CFA® charterholder with a Series 66 license and two years of industry experience. He is currently with Riverpoint Wealth Management and previously worked at Kovitz Investment Group, Focus Financial Partners, and AllianceBernstein Investments, Inc. Riverpoint Wealth Management is an independent firm serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary asset management, financial planning, and 401(k) consulting, tailoring portfolios using a range of investment vehicles and applying quantitative analysis and third-party research.

John Kearney is a CFA® charterholder with 14 years of industry experience. He has been with Parkside Investments, LLC since 2017 and previously worked at Cedar Hill Associates LLC for eight years. Parkside Investments is an SEC-registered adviser serving high net worth individuals, families, foundations, and various institutional clients. The firm emphasizes a fundamental, long-term large-cap core equity investment approach supplemented by fixed income, ETFs, option-based strategies, and private investments, managing over $1 billion in client assets with a small advisory team.

Haley Staniszewski is a financial advisor with Journey Financial Group, Inc. in Buffalo Grove, IL. She holds a Series 66 designation and has three years of industry experience, including roles at Osaic Wealth, Inc. and Augustus Labs, LLC. In addition to her advisory work, she provides notary public services to existing clients at Journey Financial Group. Journey Financial Group serves individual clients across a range of wealth levels as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, employing firm-developed model portfolios that cover a spectrum of risk profiles and incorporating both fundamental and technical analysis.

Michael Fisherman is a financial advisor with Zuckerman Investment Group, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Zuckerman Investment Group since 2013. Zuckerman Investment Group provides comprehensive family wealth management services to high net worth individuals, families, trusts, partnerships, retirement plans, and charitable foundations. The firm employs a value-oriented, long-term investment approach with a focus on customized portfolios and tax-aware management across a range of asset classes.

Mark Resnik is a financial advisor at Burling Wealth Partners in Chicago, IL, holding a Series 65 designation with 20 years of industry experience. His prior roles include positions at AT Investment Advisers Inc. and Geneva Investment Management of Chicago, LLC. Burling Wealth Partners is an SEC-registered advisory firm serving individuals, family offices, trusts, estates, private foundations, corporations, and qualified retirement plans. The firm offers comprehensive financial planning and investment management through a client-centered, long-term approach that integrates both fundamental and technical research.

Aristotle Petruleas is a financial advisor at North Star Investment Management Corporation with the Series 65 designation and four years of industry experience. He has worked at North Star since 2020 and previously spent 14 years at Fifth Third Banks (formerly MB Financial Bank). North Star Investment Management Corporation serves a range of clients including individuals, pension plans, trusts, and charitable organizations, offering discretionary portfolio management, financial planning, and family office services. The firm manages approximately $2.5 billion in client assets and is notable for its sponsorship of multiple mutual funds used frequently in client portfolios and its integrated managed-account reporting for other advisers.