Ryan Shaughnessy is a financial advisor at The Mosaic Financial Group, LLC in Chicago, IL, with 21 years of industry experience. He has been with The Mosaic Financial Group since 2010. He holds Series 63 and Series 66 designations. The Mosaic Financial Group serves primarily high-net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, partnerships, and corporations. The firm emphasizes asset allocation as the primary driver of returns and integrates accounting and tax services, including in-house tax return preparation, into its advisory platform.

Matthew Rice is a CFA® charterholder and Series 63 licensee affiliated with Goldstone Financial Group, LLC. He has one year of industry experience and currently serves as Chief Investment Officer at Goldstone Financial Group, Vistamark Consulting LLC, and First Business Bank. Outside of his advisory roles, he is involved in developing investment strategies for institutional clients through his consulting business. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing over $1 billion across individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers and model portfolios, employing a variety of investment strategies including mutual funds, ETFs, fixed income, and alternative vehicles with ongoing account monitoring.

Joshua Henderson is a CFP® with three years of industry experience currently serving at Timothy Financial Counsel, Inc. He joined the firm in 2022 after seven years at TransMarket Operations LLC. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm offering individual consultations and project-based advice on topics such as retirement planning, tax strategies, and estate planning. The firm serves individuals, families, businesses, and trusts, focusing on advisory and implementation coaching without managing client assets or exercising discretionary authority.

Thomas Egan is a Series 65-licensed financial advisor with nine years of industry experience. He has worked at Vestor Capital, LLC since 2018 and previously held roles at TC Wealth Partners and Trust Company of Illinois. Vestor Capital is a multi-team investment and wealth management firm serving individuals, families, not-for-profit organizations, foundations, and qualified retirement plans. The firm manages approximately $2.08 billion in discretionary assets and employs a centralized investment approach focused on fundamental security analysis and concentrated, low-turnover equity portfolios alongside diversified strategies.

Stephen Royce is a financial advisor at LCM Capital Management Inc. in Chicago, IL, holding a Series 65 designation with 18 years of industry experience. He has been self-employed since 2007. LCM Capital Management provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s investment approach focuses on fundamental issuer analysis, long-term equity holdings primarily from the S&P 500 and EAFE universes, and periodic rebalancing, managing approximately $365 million in client assets through a team of nine advisors.

Austin Feldman is a financial advisor at Feldman, Ingardona & Co with four years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors LLC. 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 employs both active and passive mutual funds and ETFs, offering discretionary and non-discretionary management with regular portfolio reviews.

William Driscoll is a CFP® and CFA® with 10 years of industry experience. He has worked at Oak Family Advisors, LLC since 2019 and previously held roles at Ballast Equity Management, RMB Capital Management, Prudence Island Asset Management, and as a self-employed advisor. Oak Family Advisors provides personalized investment management and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and small businesses. The firm uses a strategic asset-allocation approach combining fundamental analysis, passive ETFs, and selected active funds, offering globally diversified portfolios managed on a discretionary basis.

Evan Sullivan is a financial advisor at Vestor Capital, LLC with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Vestor Capital, he worked at Alliance Bernstein and Four Star Wealth Advisors. Outside of finance, he has experience working at Lyon Beverage Corporation and Amazon. Vestor Capital is a multi-team investment and wealth management firm serving individuals, families, not-for-profit organizations, foundations, and qualified retirement plans. The firm manages a variety of equity and fixed income strategies through centralized investment decisions and offers access to affiliated intermediaries and co-advisory programs.

Matthew Schwerin is a CFA® charterholder with 21 years of experience in the financial services industry. He is affiliated with North Star Investment Management Corporation and has longstanding roles with CAPS Financial Group, Hometown Financial Group, and Flanagan State Bank. Schwerin serves as a director on the board of Flanagan State Bank and is president of the Flanagan Bank Holding Company, Hometown Financial Group. North Star Investment Management Corporation serves a diverse client base 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 assets and frequently integrates its proprietary mutual funds into client portfolios as part of its investment approach.

George Rudawski is a CFA® charterholder with Series 63 and Series 65 licenses and has three years of industry experience. He has worked at Altman Advisors since 2022, following roles at Fitch Ratings and Aviva Investors. Altman Advisors offers discretionary portfolio management and standalone financial planning services to individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm emphasizes fundamental analysis and strategic asset allocation, utilizing a broad range of investment instruments and maintaining portfolios with regular monitoring and rebalancing.

Jake Gice is a financial advisor at Vestor Capital, LLC with eight years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Vestor Capital since 2016. 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 employs a centralized Investment Committee to implement diversified strategies across multiple asset classes and operates co-advisory and sub-advised programs, serving clients with approximately $2.28 billion in advisory assets as of December 31, 2025.

John Dillon is a financial advisor at Vestor Capital, LLC in Chicago, IL, holding a Series 66 designation with 12 years of industry experience. He has worked with Uhlmann Investment Management L.L.C. since 2017 and Uhlmann Price Securities since 2012. 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 employs a centralized Investment Committee to construct concentrated, typically low-turnover equity portfolios alongside a variety of fixed income and alternative strategies.

Brett Grossman is a financial advisor at Factor Wealth Management with two years of industry experience. He holds a Series 65 designation and has previously worked at PNC Financial Services Group and other organizations. Factor Wealth Management Ltd. serves individuals, high-net-worth clients, business entities, charitable organizations, and pension and profit-sharing plans with investment management, financial planning, pension consulting, and third-party adviser selection. The firm uses a long-term, systematic, risk-based approach focused on broad global diversification and managing portfolio turnover, trading costs, and investor behavior.

Parker Taylor is a financial advisor at Paradigm Wealth Management, LLC in Oakbrook, IL. He holds Series 65 and Series 66 licenses and began his advisory career in 2024 after completing ten years as a full-time student. Paradigm Wealth Management serves individuals, including high-net-worth clients, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and third-party money manager recommendations. The firm employs a range of investment strategies tailored to client objectives and offers no-fee educational seminars on topics such as diversification and asset allocation.

Marisa Marshall is a CFP® professional at Capstone Financial Advisors Inc with six years of experience in the financial services industry. Her prior roles include positions at The Mather Group, Baroncini, Shorts, and Morton Private Wealth. Capstone Financial Advisors serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering portfolio management, financial planning, and supplementary services such as tax preparation and access to private fund investments. The firm emphasizes asset-class allocation, cost control, and tax positioning, managing approximately $2.44 billion in client assets across a multi-advisor team.

Hally Dunn is a financial advisor at 4 Wealth Advisors, Inc. with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments for 10 years prior to her current role. Outside of advisory services, she is involved with 4Wealth Insurance Group, helping clients with life, disability, and long-term care insurance. 4 Wealth Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm offers customized portfolio management and employs a range of analytical methods, with affiliations that create integrated service pathways uncommon among peers.

Ayman Saidi is a financial advisor at Strategic Investment Solutions, Inc. with 11 years of industry experience. He holds a Series 65 designation and has worked at Purshe Kaplan Sterling Investments and LPL Financial. Saidi has been with Strategic Investment Solutions since 2012. Strategic Investment Solutions is a multi-advisor firm offering discretionary portfolio management and model-portfolio services to individuals, including high-net-worth clients, as well as pension plans, trusts, and estates. The firm uses a hybrid passive investment approach based on asset allocation and the Efficient Markets framework, employing institutional funds from Dimensional Fund Advisors and managing portfolios with a long-term, buy-and-hold strategy.

Samuel Gerry is a financial advisor at Goldstone Financial Group, LLC with two years of industry experience. He holds the Series 65 and Series 63 credentials. Prior to joining Goldstone, he worked at ALPS Distributors, Inc. and Performance Trust Asset Management. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing approximately $1.05 billion for individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and access to various investment models, utilizing mutual funds, ETFs, fixed income, and alternative vehicles with ongoing account monitoring and formal annual reviews.

Priyadarshan Pradhan is a Series 66-licensed financial advisor with Unique Wealth Strategies in Burr Ridge, Illinois, bringing four years of industry experience. His prior roles include positions at Kingswood Capital Partners and several other financial firms since 2018. Unique Wealth Strategies serves individuals, small businesses, trusts, estates, and charitable clients with asset management, financial planning, and retirement plan services. The firm sponsors its own wrap-fee program and employs a range of investment approaches, including the use of derivatives and leverage, while also facilitating access to alternative managers.

Jeremy Reiland is a financial advisor at Vantage Point Financial, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prosperity Capital Advisors and The Chamberlin Group. Outside of his advisory role, he is a licensed insurance agent with Reiland Financial Group, offering life and health insurance products and Medicare planning. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners by providing investment management, financial planning, and wealth consulting. The firm employs a fiduciary, customized approach focused on long-term portfolio construction using low-cost funds and ETFs, with flexibility to include alternative investments and tax-sensitive strategies.