Katie Tucker is a financial advisor at Vestor Capital, LLC in Chicago, IL, holding a Series 65 designation. She joined Vestor Capital in 2025 and previously worked at Northern Trust from 2022 to 2025. Her background also includes positions at the University of Iowa College of Medicine and ML Group Design & Development. 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 and uses diversified strategies across various asset classes, managing approximately $2.28 billion in advisory assets as of December 2025.

Chadwick Schlett is a CFA® charterholder with 11 years of industry experience. He has been with Rothschild Investment LLC since 2014. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting to individuals, families, trusts, foundations, corporations, and plan sponsors. Rothschild emphasizes working with entrepreneurs and closely held business owners and manages private pooled Conduit Funds that invest in third-party private funds.

John Karras is a financial advisor at Eastgate Capital Advisors LLC with a Series 65 designation and one year of industry experience. Prior to joining Eastgate, he held legal positions at several law firms including Gould & Ratner and DLA Piper LLP. He is also associated with Thana Holdings LLC. Eastgate Capital Advisors is a fee-only multi-family office serving individuals, affluent families, retirement accounts, trusts, and other legal entities. The firm manages approximately $271 million across 55 client relationships and offers comprehensive wealth management services, including investment management, financial planning, trust and estate planning, and investment-related tax planning.

Anthony Baxmann is a financial advisor at Monere Wealth Management, Inc. in Schaumburg, Illinois, holding a Series 66 designation with three years of industry experience. He has been associated with Monere Investments Inc. since 2000. Monere Wealth Management is a team-based advisory firm managing approximately $312 million in assets, serving individual and high-net-worth clients, pension plans, charities, and business accounts. The firm provides financial planning, portfolio management, pension consulting, and manager selection through various advisory account types, primarily on a non-discretionary basis.

Robert Green is a financial advisor at Regal Advisory Services, Inc. in Glenview, IL, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has worked at Regal Advisory Services since 2007 and has been associated with Regal Securities and Investrade Discount Securities since 2000. Regal Advisory Services, Inc. serves individuals, corporations, retirement plans, trusts, foundations, and institutional clients through a team of 15 advisors, managing approximately $113.5 million in assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory, employing a blend of fundamental and quantitative research tailored to client goals and risk tolerance.

Stephen Francis is a financial advisor at Wellment Financial in Elmhurst, IL, holding a Series 65 credential with four years of industry experience. His prior work includes roles at FSR Wealth Strategies, JM Wilson Corporation, Progressive, and Avalon Risk Management. He is also a licensed insurance agent affiliated with FSR Insurance Planning, Ltd. Wellment Financial provides investment management and financial planning services to individuals, high-net-worth clients, and institutional investors. The firm focuses on retirement planning with tax strategies and implements diversified model portfolios using various investment approaches, including value investing and direct indexing.

Jacob Moss is a financial advisor at RCM Wealth Advisors in Chicago, IL, holding a Series 66 designation with 14 years of industry experience. He has worked with firms including United Capital Management of KS, Inc. and SA Stone Wealth Management Inc. Outside of advising, Moss serves as the head basketball coach at USD 412 - Hoxie High School and owns Moss Cattle Company, a cow/calf agricultural operation. RCM Wealth Advisors provides investment portfolio management and financial planning services to individual clients, pension and profit-sharing plans, and corporate entities. The firm utilizes fundamental and cyclical analysis in constructing diversified portfolios and specialized strategies, including options-based income programs, with an internal committee overseeing the investment process.

James Karabas is a CFP® with 27 years of industry experience, currently serving at Embree Financial Group since 2016. He is also the owner of Pente Consulting LLC, a litigation support and consulting firm that assists attorneys in financial services arbitration and litigation matters outside of market hours. Embree Financial Group provides holistic financial planning, discretionary investment management, and retirement plan consulting to individuals and institutions, including high net worth clients and corporate plans. The firm employs a fiduciary approach using fundamental, technical, and cyclical analysis, offering customized reporting and performance-based fee arrangements for qualified clients.

Luis Marroquin is a financial advisor at Expressive Wealth LLC in Chicago, IL, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Empowered Network and Syd Jerome. Expressive Wealth LLC serves individuals, high-net-worth clients, trusts, estates, and retirement plans, offering discretionary asset management, ERISA 3(38) plan services, modular financial planning, and consultation. The firm’s investment approach incorporates fundamental, technical, and cyclical analysis, with portfolios that may include alternatives, options, and various trading strategies.

Katherine Donaldson is a CFP® and Series 65 licensed advisor with 22 years of industry experience. She has been with Doyenne Wealth Advisors since 2022 and previously worked for Brownson, Rehmus & Foxworth, Inc. for 21 years. Doyenne Wealth Advisors serves high-net-worth individuals, senior corporate executives, and related trusts, foundations, and endowments, providing personalized financial counseling and non-discretionary investment advisory services. The firm focuses on long-term, diversified asset allocation and delivers comprehensive planning while maintaining client decision authority.

Michael Mack is a CFP® professional with 17 years of industry experience. He is a member of Mack Investment Securities, Inc., where he has worked since 2020. Prior to this, he held roles at JP Morgan Securities, LLC and JP Morgan Chase Bank from 2016 to 2019. Outside of his financial advisory work, he owns Midwest EMF Solutions LLC, a company that assesses homes for environmental health issues. Mack Investment Securities serves individual investors, retirement and pension plans, and institutional accounts, offering portfolio management, financial planning, and pension consulting. The firm’s investment approach emphasizes a manager-of-managers model through its Money Managers Plus program, utilizing both discretionary and non-discretionary advisory services with various tactical and timing strategies.

Gabriella Kent is a financial advisor at Rothschild Wealth LLC with seven years of industry experience. She holds a Series 65 designation and has been with Rothschild Wealth since 2017. Prior to that, she was a student for ten 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 employs asset-allocation models informed by tax, estate, cash-flow, and risk considerations, using a range of investment vehicles and ongoing portfolio monitoring.

Kelsey Spresser is a CFP® with nine years of industry experience, currently serving as a financial advisor at Doyenne Wealth Advisors since 2022. Prior to joining Doyenne, she worked at Brownson, Rehmus & Foxworth, Inc. for five years. Doyenne Wealth Advisors provides personalized, non-discretionary financial counseling and investment advisory services primarily to high-net-worth individuals, senior corporate executives, and related trusts, foundations, and endowments. The firm emphasizes long-term, diversified asset allocation and operates on a fee-only, independent basis, managing over $1.8 billion with a tailored, multi-meeting review process for affluent households.

Garett Nesbitt is a financial advisor at Centric Wealth Management, LLC with 14 years of industry experience. He has held positions at Centric Wealth Management since 2018, and previously worked at FGMK Preservation Capital and Equitec Proprietary Markets. Nesbitt holds a Series 65 designation. Centric Wealth Management is a team-based advisory firm serving individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm manages approximately $725.6 million across 546 clients, utilizing a combination of fundamental, technical, quantitative, and qualitative analysis to create customized investment strategies and portfolios aligned with clients’ goals and risk tolerances.

Peter Vick is a financial advisor at Monere Wealth Management, Inc. in Schaumburg, IL, holding Series 63 and Series 65 licenses with 40 years of industry experience. He has been with Monere Investments Inc. since 2015. Monere Wealth Management is a team-based advisory firm managing approximately $312 million in client assets, serving individual and high-net-worth clients, pension plans, charities, and business accounts. The firm provides financial planning, portfolio management, and pension consulting through advisory accounts on the Pershing platform, with a focus on predominantly non-discretionary management and offering various client-directed advisory options.

Terrence Wilson is a CFA® charterholder and holds a Series 65 license with 20 years of industry experience. He has been with Oak Family Advisors, LLC in Chicago since 2011. Oak Family Advisors provides personalized investment management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs a fundamental analysis approach complemented by technical tools and a core-and-satellite asset allocation strategy, managing approximately $534 million in assets for about 190 clients.

Sara Faurer is a financial advisor at Ellevest with seven years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Ellevest in 2024, she worked at Goldman Sachs from 2017 to 2024 and was affiliated with the University of Michigan from 2016 to 2018. Ellevest provides discretionary investment management and financial planning services focused on helping women plan and invest. The firm offers tailored portfolios based on clients’ goals and risk tolerance, implements tax-minimization techniques, and conducts educational workshops at no charge.

Skylar Rush is a financial advisor at Rothschild Investment LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at Merrill and nVision Wealth, as well as spent time at the University of North Carolina at Chapel Hill. Rothschild Investment serves a diverse client base including individuals, families, trustees, corporations, and institutional clients, offering portfolio management, financial planning, and retirement plan consulting. The firm employs asset-allocation models tailored to client objectives and uses a combination of mutual funds, ETFs, individual securities, and third-party sub-advisers in its investment approach.

Mark Stephens is a CFP® and Series 66-registered advisor at Pendulum Wealth Partners with five years of industry experience. Prior to joining Pendulum, he worked at Ameriprise Financial Services, LLC. Outside of advisory work, he is the owner of Bomark Cleaning Service Inc., a janitorial business. Pendulum Wealth Partners is a team of nine advisors serving individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, financial planning, and family office services. The firm employs a fundamental, primarily long-term investment approach using diversified portfolios and operates under common control with an affiliated tax and accounting firm.

Jeffrey Thrana is a CFP® with 26 years of industry experience, currently serving as an advisor at Pendulum Wealth Partners. His prior experience includes roles at Purshe Kaplan Sterling Investments, Ameriprise Financial Services, and Wells Fargo Funds Management. Outside of his advisory work, he is involved in real estate rental activities. Pendulum Wealth Partners is a team of nine advisors managing approximately $254 million for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term, diversified investment approach and offers discretionary portfolio management, financial planning, and family office services.