Tammy Billadeau is a CFP® professional with 15 years of industry experience, currently serving at Vertex Partners. Her prior experience includes roles at LPL Financial, LLC and Churchill Management Group. She also provides administrative support to Vertex Partners. Vertex Partners offers advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm emphasizes tailored portfolios based on risk tolerance, time horizon, and liquidity needs, utilizing a variety of investment strategies and platforms.

Bradley Morris is a CFP® professional with 23 years of industry experience, currently serving at PCG Wealth Management in Oak Brook, IL. His prior experience includes roles at LPL Financial, Good Life Advisors, and Waddell & Reed Inc. In addition to his advisory work, Morris is involved in tax preparation and accounting services through multiple related business activities. PCG Wealth Management serves a diverse client base including individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm offers discretionary investment management, financial planning, and retirement plan consulting, employing a primarily long-term, customized investment approach that utilizes low-cost diversified funds and other securities tailored to client objectives and risk tolerances.

Hunter Sims is a financial advisor at Clearwater Capital Partners with five years of industry experience. He holds a Series 65 designation and has held roles at the University of Cambridge Cambridge Centre for Alternative Finance since 2019, where he serves as Associate Director of Business & Operations. He is also involved with Financial Innovation Commons Ltd. and Regulatory Genome Development Ltd., which focus on financial technology and regulatory applications. Clearwater Capital Partners serves high-net-worth individuals, family offices, and institutional clients, offering services including private wealth and family office management, institutional advisory, and retirement plan strategies. The firm emphasizes portfolio construction based on written Investment Policy Statements and uses a combination of fundamental, technical, quantitative, and thematic analysis.

Michelle Pezzulo is a CFP® with nine years of industry experience, currently serving as an advisor at Bentley Financial Group. She has been with Bentley Financial Group and affiliated with LPL Financial since 2016. Outside of her advisory role, she is a notary public for the state of Illinois. Bentley Financial Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $393 million in discretionary client assets and typically implements client-directed investment policies using fundamental analysis, options hedging, and third-party independent managers.

Paul Fousek is a financial advisor with Horizon Wealth Management in La Grange, IL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Horizon Wealth Management since 2014 and has worked with LPL Financial since 2005. He serves as a business fellow at Norwich University, meeting regularly to support the enhancement of student offerings. 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 with diversified portfolios and offers discretionary management, financial planning, and ERISA 3(21) and 3(38) retirement-plan advisory services.

Nickolas Brait is a CFP® professional with 44 years of industry experience, currently serving at SAGE Private Wealth Group, LLC. He has held roles at the firm since 2013 and has been involved with Raymond James Financial since 1999. Outside of his advisory work, he coaches financial advisors on business development through the Oechsli Institute. SAGE Private Wealth Group is an SEC-registered advisory firm that serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm offers wealth management and discretionary portfolio management with a client-specific process that includes goal setting, risk assessment, and tailored asset allocation using a variety of investment vehicles and analytical approaches.

Andrew Kristofic is a financial advisor at Vantage Point Financial, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Northwestern Mutual Investment Services LLC and American Income Life. He is also a licensed insurance agent offering life and health insurance products. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners with investment management, financial planning, and wealth consulting. The firm employs a fiduciary, customized approach emphasizing long-term portfolio construction with low-cost mutual funds and ETFs, while also utilizing alternative investments and coordinated tax and estate planning services.

Lisa Bussenger is a financial advisor with Rothschild Wealth LLC and holds a Series 65 designation. She has 16 years of industry experience, including roles at Kinetic Investment Management and Global Financial Private Capital. Bussenger is also the owner of Bussenger Insurance & Financial Services, LLC, an investment-related business. Rothschild Wealth LLC serves individuals, high-net-worth clients, corporate executives, trusts, pension plans, and other institutional entities. The firm uses asset-allocation models and quantitative tools to construct and monitor portfolios tailored to clients' objectives, time horizons, tax situations, and risk tolerances.

Charles Carey is a financial advisor at Wellment Financial with a Series 65 designation and four years of industry experience. He has worked at FSR Insurance Planning, Ltd. and FSR Wealth Management Ltd. since 2020. Carey is also a licensed insurance agent assisting with life insurance and fixed annuity products. Wellment Financial provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and institutional sponsors. The firm uses vetted model portfolios and a sub-advisor platform focused on tax-aware retirement planning, managing approximately $237 million in discretionary assets.

Steven Franzen is a financial advisor at Vertex Partners with 25 years of industry experience. He holds the PFS™ designation and Series 66 license. Franzen has held roles at LPL Financial since 2009 and operates his own CPA firm, Steven P. Franzen, CPA, PC, providing tax preparation and accounting services. He also acts as a trustee for family trusts. Vertex Partners serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering financial planning, investment management, and retirement consulting. The firm customizes portfolios based on clients’ risk tolerance and goals, utilizing a range of investment vehicles and third-party platforms, and maintains an affiliation with an accounting firm that provides additional tax and consulting services.

Luke Baumgarten is a financial advisor with Harvest Investment Services, LLC, holding a Series 65 designation and 11 years of industry experience. He has been with Harvest Investment Services since 2014. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions through discretionary portfolio management, financial planning, and consulting. The firm uses a combination of active tactical strategies and fundamental, technical, and quantitative analyses to deliver customized or model-based investment solutions.

Steven Mc Gowan is a CFP® and CFA® credentialed financial advisor with 11 years of industry experience. He is currently with Rothschild Wealth LLC and has prior experience at Wealth Enhancement Group, LPL Financial, and CLA Financial Advisors. Mc Gowan also provides investment brokerage services through Rothschild Investment, LLC. Rothschild Wealth LLC advises individuals, high-net-worth clients, corporate executives, trusts, pension and profit-sharing plans, and other institutional and tax-exempt entities. The firm utilizes asset-allocation models tailored to client objectives and employs a range of investment vehicles and tools, including third-party software and sub-advisers, to implement and monitor portfolio strategies.

Vernon Armour is a financial advisor at Uhlmann Investment Management, L.L.C. with 34 years of industry experience. He has been with Uhlmann Price Securities since 2007. Vernon holds Series 63 and Series 65 licenses. Uhlmann Investment Management provides discretionary and non-discretionary portfolio management services to individuals, institutions, and trusts, focusing on fundamental analysis and long-term asset allocation. The firm offers a range of portfolio solutions including UIM-managed portfolios, third-party advisor programs, and managed-account options, often incorporating diverse asset classes and client-specific restrictions.

Anthony Madonia is a Series 65-licensed financial advisor with Financial Transparency in Des Plaines, IL, bringing nine years of industry experience. He is also the president and owner of Anthony J. Madonia & Associates Ltd., a law firm established in 1995 with seven attorneys. Additionally, he co-owns two advisory businesses focused on assisting clients with small business matters and provides trustee services for selected law firm clients. Financial Transparency offers investment advisory and financial planning services to individuals, families, retirement plans, businesses, and other organizations through a network of independent advisory representatives. The firm employs an investment approach based on Modern Portfolio Theory and the Efficient Market Hypothesis, utilizing both passive and active strategies tailored across several programs with ongoing portfolio monitoring and rebalancing.

Ma Navarro is a CFP® professional with Capstone Financial Advisors Inc in Downers Grove, IL. Navarro joined the firm in 2023 and has prior experience in education and instructional computing services. Capstone Financial Advisors serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering portfolio management and financial planning with an emphasis on asset allocation, cost control, and tax positioning. The firm manages approximately $2.44 billion in client assets and provides access to private fund investments and in-house tax services.

William Anderson is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Eastgate Capital Advisors LLC since 2017. Prior to joining Eastgate, he was not employed in the financial industry from 2013 to 2017. Outside of his advisory role, Anderson operates a home repair business. Eastgate Capital Advisors provides multi-family office and comprehensive wealth management services to affluent individuals, families, retirement accounts, trusts, and other legal entities. The firm offers customized portfolio construction using modern portfolio theory and a range of investment vehicles, delivering both discretionary and non-discretionary advice tailored to client preferences.

Randolph Yu is a financial advisor at Clearwater Capital Partners with Series 65 registration and one year of industry experience. Prior to joining Clearwater, he worked at MISUMI USA for nine years and held positions at NVR, Inc. and periods of unemployment. Clearwater Capital Partners offers family office services, private wealth management, institutional advisory, and retirement plan advising. The firm serves a diverse client base including high-net-worth individuals and institutional clients such as sovereign wealth funds and government entities, employing a variety of investment approaches and coordinating services through affiliated entities.

Sean Papreck is a financial advisor at Wellment Financial with 10 years of industry experience and holds a Series 65 designation. He has worked at FSR Wealth Management, Ltd. and FSR Insurance Planning, Ltd., where he is also a licensed insurance agent assisting clients with life insurance and fixed annuity products. Additionally, he provides occasional accounting and tax advice through his role at FSR Certified Public Accountants, Ltd. Wellment Financial offers investment management, manager selection, and financial planning services to individuals, high-net-worth clients, and institutions. The firm focuses on retirement planning with an emphasis on tax strategies and employs diversified model portfolios utilizing various approaches including value investing, tactical and strategic asset allocation, and direct indexing.

Daniel Knapp is a financial advisor at Rothschild Wealth LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Abbott Labs for 12 years. 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 a combination of quantitative and qualitative analysis, asset-allocation models, and ongoing monitoring to manage client portfolios.

Jenny Selvaggio is a CFP® with 10 years of industry experience, currently serving as an advisor at Coyle since 2020. Her prior experience includes roles at Northwestern Mutual Wealth Management Company and William Blair and Company LLC. Coyle serves individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities, offering discretionary and non-discretionary asset management along with financial assessment, wealth advisory, project-based planning, and family legacy services. The firm’s investment approach integrates tactical and strategic asset allocation, individualized portfolio construction, and security-level analysis using sub-managers and third-party software.