Michael Fishman is a financial advisor with Affiance Financial LLC in Deerfield, IL, holding a Series 66 designation and four years of industry experience. Prior to joining Affiance Financial, he worked at Ernst & Young for six years. Affiance Financial serves individuals, employer-sponsored retirement plans, charitable organizations, and businesses, offering discretionary and non-discretionary investment management along with financial planning and retirement plan services. The firm employs a top-down macroeconomic and fundamental analysis approach, managing approximately $1.37 billion in assets with a range of model investment strategies and customized client solutions.

George Rudawski is a CFA® charterholder and holds Series 63 and Series 65 licenses. He has four years of industry experience, currently serving at Altman Advisors since 2022. His prior experience includes roles at Fitch Ratings and Aviva Investors. Altman Advisors offers discretionary portfolio management and investment consulting to individuals, trusts, retirement plans, and business clients. The firm emphasizes fundamental analysis and strategic asset allocation, managing accounts on an individualized basis through wrap fee family office and asset management services.

Jake Gice is a financial advisor at Vestor Capital, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley from 2016 to 2021 before joining Vestor Capital in 2021. 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 diversified investment strategy managed by an internal Investment Committee and offers additional services including co-advisory programs, sub-advised fixed-income strategies, and standalone financial planning.

Gregory Foss is a financial advisor at Nadler Financial Group, Inc. in Deerfield, IL, holding a Series 66 designation with seven years of industry experience. Prior to joining Nadler Financial Group in 2018, he worked at Tandem HR, Inc. from 2012 to 2018. He is involved in educating client employees on the benefits of 401(k) plans. Nadler Financial Group serves individuals, charitable organizations, business entities, and retirement plans, providing discretionary investment management along with financial planning and retirement plan consulting services. The firm employs tactical asset allocation across diversified vehicles and offers a focused investment program for smaller accounts, supported by a multi-advisor team managing approximately $1.9 billion in assets.

John Dillon is a financial advisor at Vestor Capital, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Uhlmann Price Securities since 2012 and Uhlmann Investment Management L.L.C. from 2017 to 2020. 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 that uses internal fundamental research to implement diversified strategies across various asset classes and offers co-advisory programs, sub-advised fixed-income strategies, and standalone financial planning services.

Brett Grossman is a financial advisor at Factor Wealth Management in Chicago, holding a Series 65 designation with two years of industry experience. He previously worked at PNC Financial Services Group and has held roles outside the financial sector, including at TravelCenters of America and Heiman Basketball Camp. Factor Wealth Management serves individuals, business entities, charities, and pension plans, typically focusing on clients with account minimums of $1 million. The firm employs a long-term, risk-based investment approach that includes discretionary and non-discretionary management, financial planning, and pension consulting, with a particular emphasis on managing client behavior and controlling trading costs.

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.

Pei Liu is a financial advisor at E. A. Horwitz LLC with 14 years of industry experience and holds a Series 66 designation. Prior to joining E. A. Horwitz in 2017, Liu worked at Western International Securities, BFC Planning, Berthel, Fisher & Company Financial Services, and Morgan Stanley. E. A. Horwitz LLC is a team-based registered investment adviser with ten advisors managing approximately $273 million for several hundred individual clients. The firm offers portfolio management and financial planning services with a conservative, principal-preservation investment approach and individualized portfolios.

Brian Burkhart is a financial advisor at Wealth Effects with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Bridgeway Wealth Partners, Avenir Private Advisors, Bank of America, Merrill, and Managed Account Advisors. Wealth Effects provides discretionary wealth management, financial planning, and investment management to individuals, high-net-worth clients, trusts, estates, retirement plans, and businesses. The firm uses a combination of fundamental and technical analysis to manage primarily long-term portfolios across various securities, offering regular portfolio reviews and discretionary account management.

Kathryn Parker is a financial advisor at Hartline Investment Corporation with 10 years of industry experience. She holds a Series 65 designation and has been with Hartline since 2015. Hartline Investment Corporation provides discretionary and non-discretionary portfolio management services to individuals, pension and profit sharing plans, charitable organizations, corporations, and municipal entities. The firm employs a range of analytical strategies and techniques, including options trading, short selling, and margin use, to tailor portfolios according to client goals and risk tolerances.

Matthew Carey is a financial advisor at Keebeck Wealth Management in Chicago, IL, holding a Series 65 designation with six years of industry experience. He has been with Keebeck since 2018 and previously worked at CME Group and UIC John Marshall Law School. Keebeck Wealth Management provides discretionary portfolio management services to individuals, retirement plans, and corporate clients, overseeing approximately $2.03 billion across 147 client relationships. The firm employs third-party managers and a TAMP platform with Dynasty Financial Partners, utilizing a range of investment strategies including technical and fundamental analysis, derivatives, and digital-asset exposures.

Gavin Doyle is a financial advisor at Centric Wealth Management, LLC in Chicago, IL, holding a Series 65 designation with three years of industry experience. Prior to joining Centric Wealth Management, he worked in the hospitality and retail sectors, including positions at Old Goat Tavern and Blain's Farm and Fleet. Centric Wealth Management is an SEC-registered advisory firm serving individual clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm offers discretionary investment management and financial planning, utilizing proprietary model strategies and a combination of fundamental, technical, quantitative, and qualitative analysis.

Jakob Horwitz is a financial advisor with E. A. Horwitz LLC, holding a Series 66 designation and six years of industry experience. He has worked at LaSalle St. Securities, LLC, Western International Securities, Inc., and Peppermill Casino prior to his current roles. Horwitz serves on the FINRA SIE writing committee. E. A. Horwitz LLC is a team-based registered investment adviser with ten advisors managing approximately $273 million for several hundred individual clients. The firm offers portfolio management and financial planning services with a conservative, principal-preservation investment approach, individualized portfolios, and active trading capabilities.

Sean Lyman is a CFP® professional with 13 years of experience in the financial services industry, currently serving as an advisor at Sequoia Wealth Management, LLC since 2016. He previously worked at JMC Wealth Management, Inc. and has been associated with LPL Financial since 2013. Lyman is also a commissioned notary public in the state of Illinois. Sequoia Wealth Management advises individuals, trusts, corporations, and employer retirement plans, offering asset management, financial planning, and retirement consulting. The firm combines a hybrid investment approach with continuous account supervision, utilizing model portfolios, third-party strategists, and algorithm-based solutions to tailor client portfolios.

Michael Dillon is a financial advisor with Uhlmann Investment Management, L.L.C. He holds Series 63 and Series 65 designations and has 36 years of experience in the industry. His career includes roles at Uhlmann Price Securities since 2011, Wells Fargo Advisors since 2009, and David A. Noyes & Company since 1994. Uhlmann Investment Management provides discretionary and non-discretionary portfolio management to individual, institutional, and trust clients, including high-net-worth individuals. The firm’s investment approach is based on fundamental analysis and long-term asset allocation, offering a mix of stocks, bonds, ETFs, mutual funds, and alternatives tailored to clients’ objectives and risk tolerance.

Neha Howery is a CFP® and CFA® at Studio Investment Management in Chicago, with 11 years of industry experience. She has been with Studio Investment Management since 2011. Studio Investment Management provides discretionary investment management, financial planning, and investment consulting for individuals, high-net-worth clients, trusts, partnerships, retirement plans, and certain government entities. The firm emphasizes fundamental analysis, price sensitivity, and a long-term mindset, managing portfolios with individual stocks and bonds, ETFs/ETNs, mutual funds, and options while incorporating cost awareness across fees and taxes.

Elizabeth Richardson is a CFP® and PFS™ credentialed financial advisor with six years of industry experience. She is the owner of Blüte Financial Coaching in Chicago, IL, where she has worked since 2021. Prior to founding her firm, Richardson was affiliated with Trinity Financial Advisors, LLC and Origin Financial. In addition to her advisory work, she owns TempCPA, Inc., a tax consulting business. Blüte Financial Coaching provides fee-only financial planning and coaching services to individuals and families, focusing on households at earlier stages of wealth accumulation without minimum asset requirements. The firm uses evidence-supported investment strategies, favoring passive management with selective active management, and delivers services in a coaching format on a non-discretionary basis.

John Smith IV is a financial advisor at Legacy Financial Advisors, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including Arbor Financial Services, LLC and Alpha Cubed Investments, LLC. Since 2006, he has also served as Chief Investment Officer and Partner at Edge Financial Advisors, LLC, focusing on investment management and client services. Legacy Financial Advisors is a multi-advisor team managing approximately $1.5 billion in client assets for individuals, families, businesses, and charitable organizations. The firm provides financial planning and discretionary portfolio management with an investment approach centered on diversification and asset allocation across traditional and alternative investments.

Lauren Genuardi is a CFP® with 14 years of industry experience and is currently with Expressive Wealth LLC, where she has worked since 2024. Her prior experience includes positions at Telemus Capital, LLC and Barrington Strategic Wealth Management Group LLC. She is also an independent insurance agent. Expressive Wealth LLC serves individuals, high-net-worth clients, trusts, estates, and retirement plans, providing discretionary asset management, ERISA 3(38) plan services, modular financial planning, and consultation. The firm uses a multi-strategy investment approach tailored to client goals and is notable for its ERISA fiduciary services and management of defined-contribution participant accounts through aggregation platforms.

Virgil Rutili is a CFP® and Series 66-licensed financial advisor with 26 years of industry experience. He has worked at Merrill Lynch for 19 years before joining Centric Wealth Management, LLC and Purshe Kaplan Sterling Investments in 2018. Rutili also serves as executor of an estate, assisting with probate liquidation and distribution. Centric Wealth Management, LLC is a team-based advisory firm serving individuals, trusts, estates, and business entities. The firm manages approximately $725.6 million across customized portfolios using a combination of fundamental, technical, quantitative, and qualitative analysis aligned with clients’ goals and risk tolerances.