Robert Kuhn is a partner at Kuhn Capital Partners with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Epus Global Energy, LLC. In addition to his advisory role, Kuhn operates as an independent insurance agent and is involved in managing several investment-related businesses and private funds. Kuhn Capital Partners serves individual and high-net-worth clients as well as pooled investment vehicles, providing discretionary asset management, financial planning, retirement rollover advice, and access to third-party managed solutions. The firm constructs portfolios based on client objectives, risk tolerance, and time horizon, employing fundamental and technical analysis and offering alternative investments and private funds for qualified clients.

Matthew Paprocki is a financial advisor at MEDIQUS Asset Advisors, Inc. in Chicago, IL, holding CFP® and CFA® designations with 10 years of industry experience. He has worked at MEDIQUS since 2016, with previous roles including positions at Sidley Austin, LLP and the Circuit Court of Cook County. Paprocki is also a licensed attorney, though he does not actively practice law. MEDIQUS serves individuals, retirement plans, and not-for-profit medical organizations, including a significant concentration of physicians and medical groups. The firm provides investment advisory, financial planning, educational services, and ERISA plan advisory, focusing on long-term asset allocation with discretionary management via the Betterment platform and comprehensive client reporting.

Chad Rawleigh is a CFA® charterholder with 10 years of industry experience, currently serving at Financial Solutions Advisory Group in Chicago, IL. He previously worked at Embree Financial Group. Financial Solutions Advisory Group advises high-net-worth individuals, corporations, pension and profit-sharing plans, and trusts, providing portfolio management, financial planning, and retirement plan consulting. The firm uses a comprehensive investment process incorporating various analytical methods and offers a quarterly newsletter with general financial and market information.

Thomas Fogelsong III is a financial advisor at Harvest Investment Services, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience in education and the gig economy, including roles at Illinois State University and DoorDash. Harvest Investment Services, LLC manages approximately $534 million in client assets and offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and other advisory services to a diverse client base that includes individuals, retirement plans, trusts, and corporations. The firm employs an actively managed tactical strategy utilizing a range of analytical approaches and offers specialized services such as held-away 401(k) management and ERISA 3(38) investment management.

Jeffrey Gritis is a CFP® with 22 years of industry experience, currently serving at Bentley Financial Group since 2014. He has also worked with LPL Financial and Waterstone Financial Group, and operates Gritis & Associates, where he provides tax preparation services. Bentley Financial Group offers investment advisory and financial planning services to a wide range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm employs fundamental analysis and third-party independent managers, providing both asset management and retirement-plan advisory services while managing approximately $393 million in discretionary client assets.

Sean Condon is a CFP® professional with 15 years of industry experience. He is currently with Rothschild Wealth LLC and previously spent 19 years at Perritt Capital Management. Rothschild Wealth serves individuals, high-net-worth clients, corporate executive groups, retirement plans, trusts, foundations, and other institutional clients by providing portfolio management, financial planning, and retirement and investment consulting. The firm uses both quantitative and qualitative analysis to implement asset-allocation models that consider tax, estate, cash-flow, and risk factors, employing a range of investment vehicles including mutual funds, ETFs, individual securities, and third-party managers.

Robert Borchardt is a financial advisor with SAGE Private Wealth Group, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Raymond James Financial and Raymond James Financial Services, Inc. for over two decades before joining SAGE Private Wealth Group in 2016. SAGE Private Wealth Group is an SEC-registered advisory firm that serves individuals—including high-net-worth clients—as well as retirement plans, trusts, estates, and business entities. The firm offers wealth management and discretionary portfolio management using a client-specific process that includes asset allocation, rebalancing, and a range of investment strategies, alongside services such as donor-advised fund advice, retirement-plan fiduciary support, and coordinated family office solutions.

Michael Applebaum is a financial advisor at Signature Financial Services, Ltd with 26 years of industry experience. He holds a Series 66 designation and has worked at Signature Financial Services, Ltd since 1998 and First Heartland Capital, Inc. since 2001. He also operates Applebaum & Associates, P.C., providing accounting and tax services. Signature Financial Services, Ltd provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and business entities. The firm’s investment approach is asset-allocation driven and grounded in modern portfolio theory, utilizing model portfolios, institutional strategists, and a mix of mutual funds, ETFs, and other asset classes.

Kristopher Kessler is a financial advisor at Asset Strategies, Inc. with 23 years of industry experience. He holds the Series 66 designation and has worked previously at WestPark Capital Inc and American Trust Investment Services, Inc. Mr. Kessler is a managing member and 50% owner of AmTru Fund Management LLC, where he manages an SPV related to AI inference ventures. Asset Strategies, Inc. provides discretionary portfolio management and financial planning to individual and charitable clients. The firm employs a combination of fundamental, technical, charting, and cyclical analysis, implementing both long- and short-term strategies across various asset classes.

Mark Laspisa is a CFP® with 29 years of industry experience and has been with Vermillion Financial Advisors, Inc. since 1988. He is based in South Barrington, IL, and holds the Series 63 designation. Vermillion Financial Advisors serves individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations by providing financial planning and investment advisory services, including employer-sponsored retirement plans. The firm emphasizes structured, written communications and educational services, offering both model and customized portfolio solutions on a non-discretionary basis.

Kimberly Velasco is a CFP® with 11 years of experience in financial advising. She has worked at The Dala Group, LLC since 2024 and previously held roles at Corient, Balasa Dinverno Foltz LLC, and WIPFLI Financial Advisors. The Dala Group serves individual and high-net-worth clients with portfolio management and financial consulting, including retirement, estate, tax, and charitable planning. The firm uses a combination of fundamental, quantitative, and qualitative analysis to develop diversified asset-allocation strategies tailored to client objectives and risk tolerance.

Logan Schaefer is a CFP® professional with Lantz Financial LLC in Naperville, IL. He has been with the firm since 2023 and has a total of nine years in the industry. Lantz Financial provides portfolio management, financial planning, and retirement-plan services to individuals, families, and businesses. The firm manages approximately $846 million in client assets and employs a globally diversified investment approach based on modern portfolio theory.

Brian Fritzsche is a CFP® and CFA® with seven years of industry experience. He has been with Moller Financial Services since 2018 and previously worked at DRW Trading for nine years. Moller Wealth Partners provides personal financial planning and investment management to individuals, families, and trusts, focusing on areas such as tax and estate planning, charitable giving, education funding, and special needs planning. The firm uses a fee-only model with strategic asset allocation primarily through low-cost mutual funds and ETFs, managing most client assets on a discretionary basis.

Jacob Frerichs is a CFP® and holds a Series 65 license with eight years of industry experience. He has worked at Timothy Financial Counsel, Inc. since 2018 and previously held positions at Thrivent Financial, Stone Creek Golf Club, and the University of Illinois. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm emphasizes time-based billing and offers advice on income management, retirement planning, tax strategies, and risk management, favoring diversified exposure through no-load mutual funds and ETFs rather than individual securities.

Carlo Airdo Jr. is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently with Chicago Oakbrook Financial Group, where he has worked since 2024, following a decade at Commonwealth Financial Network. Chicago Oakbrook Financial Group is a registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm provides customized wealth management, discretionary portfolio management, and comprehensive financial planning, utilizing a wide range of securities and strategies tailored to client objectives.

Phillip Coad is a CFP® professional with 14 years of industry experience, currently serving at Vermillion Financial Advisors, Inc. in South Barrington, IL. He has been with Vermillion Financial Advisors since 2005, working as part of a six-advisor team. Vermillion Financial Advisors provides financial planning, investment advisory, and employer-sponsored retirement plan services to individuals, trusts, business entities, and pension/profit-sharing plans. The firm offers both stand-alone financial planning and ongoing investment advisory programs, utilizing model and customized portfolios along with structured service tiers and educational workshops for plan participants.

Robyn O'Halloran is a financial advisor with Chicago Capital Management Advisors, LLC, holding a Series 65 designation and over 20 years of industry experience. She has been with Chicago Capital Management Advisors since 2005 and also works as a sales consultant for Heartland Business Systems, a technology solutions and engineering services firm. Chicago Capital Management Advisors provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, corporations, trusts, and retirement plans. The firm employs a bottoms-up fundamental screening process and offers a range of model portfolio styles, serving over 500 client relationships with approximately $122 million in discretionary assets.

Lucas Mroz is a financial advisor at Vantage Point Financial, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley for 12 years. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners with investment management, financial planning, and wealth consulting services. The firm employs a fiduciary, customized approach focused on long-term portfolio construction using low-cost mutual funds and ETFs, while incorporating flexible investment options and integrated planning advice.

Michal Gicala is a CFP® professional at Capstone Financial Advisors Inc with six years of experience, including prior work at Ikenberry Dining Services and a background in full-time education. Based in Downers Grove, IL, Michal has been with Capstone since 2020. Capstone Financial Advisors serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers portfolio management and financial planning with an investment approach focused on asset-class allocation, cost control, and tax positioning, managing approximately $2.44 billion in client assets across a multi-advisor team.

Tom Sleeter is a financial advisor with Ruggaard & Associates, holding a Series 66 credential and over 27 years of industry experience. His career includes roles at LPL Financial and Cetera Advisor Networks LLC, and he has been involved with multiple family farming enterprises since the early 1990s. Outside of financial advising, he serves as a board member for two nonprofit organizations related to a recreational island and a rural cemetery. Ruggaard & Associates provides investment management and financial planning services to individual clients, including high-net-worth households, as well as pension and corporate retirement plans. The firm employs a variety of analytical approaches and strategies tailored to client objectives, combines investment management with tax preparation, and offers quarterly reviews and detailed reporting.