Jared Funk is a financial advisor at Embree Financial Group with 14 years of industry experience. He holds the Series 66 designation and previously worked at MML Investors Services and MassMutual for 12 years. Outside of his advisory role, Funk is involved in insurance brokerage focusing on individual and group life, health, disability, and long-term care products. Embree Financial Group provides holistic financial planning, discretionary investment management, and retirement plan consulting to individuals, families, trusts, and institutional clients. The firm serves a broad range of clients, including high-net-worth individuals, and manages portfolios using fundamental, technical, and cyclical analysis, primarily through mutual funds, ETFs, and individual securities.

Douglas Bennington is a CFA® charterholder with 20 years of industry experience. He has been with Financial Solutions Advisory Group in Chicago since 2009. Financial Solutions Advisory Group provides investment advisory and portfolio management services to individuals, corporations, pension and profit-sharing plans, and trusts. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis in its asset allocation strategies and manages approximately $900 million in discretionary assets across about 350 client relationships.

Alexandra Andersen is a financial advisor at Greenstone Belt Wealth Advisors, LLC with a Series 65 license and one year of industry experience. She previously worked at Ostrow Reisin Berk & Abrams, Ltd for seven years and at Scribe America for two years. Greenstone Belt Wealth Advisors serves individuals and families, including high-net-worth clients, providing fee-based financial, estate, tax, and retirement planning, as well as discretionary portfolio management. The firm employs a diversified investment approach grounded in modern portfolio theory and offers additional services such as ERISA retirement plan consulting and fiduciary support.

William Enoch is a financial advisor at Zuckerman Investment Group in Chicago, IL, holding Series 63 and Series 65 licenses with six years of industry experience. He has been with Zuckerman Investment Group since 2007. Outside of his advisory role, he operates a floral business in Wheaton, IL. Zuckerman Investment Group serves high net worth individuals, families, trusts, and charitable foundations by offering customized investment portfolios and comprehensive wealth management. The firm employs a value-oriented, long-term investment approach supported by internal research and team collaboration, managing approximately $1.9 billion across seven advisors.

John Wimbiscus is a CFP® with 24 years of industry experience, currently serving with Bates Financial Advisors, Inc. He previously worked at The Mather Group, LLC and Trinity Financial Advisors. The firm is an SEC-registered advisory team managing approximately $395 million for around 426 clients, offering portfolio management, financial planning, and consulting services to individuals, institutions, and charitable organizations. Bates Financial Advisors customizes investment policies based on client objectives and risk tolerance, utilizing a range of instruments including mutual funds, ETFs, and government securities.

Noel Cooper is a CFP® with 27 years of industry experience, currently serving at Walled Lake Planning & Wealth Management, LLC since 2018. Prior to this, he worked for RBC Capital Markets Corporation for 10 years. He is a member of the boards of the Highland Park Community Nursery School & Day Care Center and The Art Center Highland Park, where he contributes to fundraising and community outreach efforts. Walled Lake Planning & Wealth Management is a team-based SEC-registered adviser managing approximately $669 million for around 360 clients. The firm provides comprehensive wealth management services, including financial planning and portfolio management tailored to individual goals and risk tolerance, utilizing a variety of investment vehicles and ongoing monitoring.

Keith Schicker is a CFA® charterholder with six years of industry experience. He has been with Zuckerman Investment Group, LLC since 2013. The firm provides comprehensive family wealth management services to high net worth individuals, families, trusts, partnerships, retirement plans, and charitable foundations. Zuckerman Investment Group follows a value-oriented, long-term investment approach, managing approximately $1.9 billion across seven advisors.

David Bossov is a financial advisor at Quartz Partners Investment Management with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fifth Third Bank, Fifth Third Securities, Wells Fargo Clearing, and Morgan Stanley in various capacities. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries by providing model-based investment management through separately managed accounts, model portfolios, and advisory services. The firm combines top-down macro analysis with bottom-up stock selection and offers discretionary portfolio management monitored by an investment committee.

Christopher Engelman is a CFA® charterholder with 25 years of industry experience. He has been with Parkside Investments, LLC since 2019 and previously worked at Cedar Hill Associates, LLC for 11 years. He is a partner in Cedar Hill Partners Holdings I and II, limited partnerships focused on alternative investments. Parkside Investments is an SEC-registered adviser serving high net worth individuals, families, foundations, pension plans, and other clients. The firm uses a fundamental, long-term large-cap core equity approach combined with fixed income, ETFs, option-based strategies, and private investment allocations, managing over $1 billion in client assets with a small advisory team.

Anthony Falco II is a financial advisor with Monere Wealth Management, Inc. in Schaumburg, IL, holding Series 63 and Series 66 credentials and having 31 years of industry experience. He has been with Monere Investments, Inc. since 2015. Outside of his advisory role, he serves as a church secretary and is president of the Parent Advisory Board for Schaumburg Christian School, both on a volunteer basis. Monere Wealth Management is a team-based firm managing approximately $312 million in client assets, serving individual and high-net-worth clients, pension plans, charities, and business accounts. The firm offers financial planning, portfolio management, pension consulting, and uses a mix of discretionary and non-discretionary approaches, employing third-party managers and quantitative tools as part of its portfolio construction.

Blake Sciera is a financial advisor at Walled Lake Planning & Wealth Management, LLC with a Series 65 credential and two years of industry experience. Prior to joining the firm, he held roles at Saint Xavier University, Orland Physical Therapy, and Moraine Valley Community College. Walled Lake Planning & Wealth Management is a team-based SEC-registered adviser managing approximately $669 million for about 360 clients. The firm offers comprehensive wealth management services including financial planning and portfolio management for individuals, pension plans, trusts, and charitable organizations, utilizing a mix of investment strategies tailored to client goals and risk tolerance.

William Harris is a financial advisor at Goldstone Financial Group, LLC with a Series 65 credential and one year of industry experience. Prior to joining Goldstone, he held positions at Phaidon International, Auto-Owner's Insurance, and Lou & Harry's Bar and Grill. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing approximately $1.05 billion for about 1,675 individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers and third-party model portfolios, using a range of investment strategies including mutual funds, ETFs, fixed income, and select alternatives.

Douglas Glick is a financial advisor with Total Clarity Wealth Management, Inc., holding a Series 66 designation and over 20 years of industry experience. He has worked at LPL Financial LLC since 2018 and previously spent five years at Cetera Advisor Networks LLC. Outside of advisory work, he is involved with Folkson, LLC, a farm business in Chicago. Total Clarity Wealth Management is a multi-advisor firm serving individual and high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary portfolio management, financial and retirement planning, and specialized services using a mix of model portfolios, third-party managed accounts, and in-house strategies.

Jason Blandford is a financial advisor at Vestor Capital, LLC with 22 years of industry experience. He holds a Series 66 designation and has been with Vestor Capital since 2017, previously working at TDAmeritrade Inc. from 2009 to 2017. 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 offers a range of strategies including concentrated equity portfolios, mutual funds, ETFs, fixed income, and alternatives.

Kyle Tucker is a CFP® certificant with three years of experience in financial advising. He is currently with Signature Financial Services, Ltd and has held roles at First Heartland Capital, Inc. and Signature Advisors Group. He has prior work experience at Purdue University and in various positions outside the financial industry. Signature Financial Services, Ltd. provides portfolio management and financial planning services to individuals, pension plans, trusts, estates, and business entities. The firm employs a modern portfolio theory approach using model portfolios and third-party asset allocation strategies, offering both discretionary and non-discretionary services.

Daniel Zuckerman is a CFA® charterholder with 12 years of experience in the financial advisory industry. He has been with Zuckerman Investment Group, formerly Asset Management Investors, since 2005. Zuckerman Investment Group provides comprehensive family wealth management services to high net worth individuals, families, trusts, partnerships, retirement plans, and charitable foundations. The firm employs a value-oriented, long-term investment approach focused on customized portfolios and tax-aware management across individual equities, fixed income, ETFs, mutual funds, and select alternative assets.

Catalina Ulloa is a financial advisor at Centric Wealth Management, LLC with 10 years of industry experience. She has held positions at Centric Wealth since 2018 and previously worked at Merrill from 2015 to 2018. Ulloa holds a Series 66 designation and is based in Chicago, IL. Centric Wealth Management, LLC is an SEC-registered advisory firm that provides discretionary investment management, financial planning, and retirement-plan participant account management. The firm serves individual clients, including high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and business entities, using proprietary model strategies and a combination of fundamental, technical, quantitative, and qualitative analysis.

Steven Norvid is a CFA® charterholder and holds a Series 65 license with 17 years of industry experience. He joined Rothschild Wealth LLC in 2025 after 13 years at Siligmueller & Norvid Wealth Advisors LLC. Rothschild Wealth serves individuals, high-net-worth clients, corporate executive groups, retirement plans, trusts, foundations, and other institutional clients, offering portfolio management, financial planning, and retirement and investment consulting. The firm uses a combination of quantitative and qualitative analysis to build and monitor diversified portfolios tailored to tax, estate, cash-flow, and risk considerations.

Ryan Buffone is a financial advisor with Mountain Capital Investment Advisors Inc in Chicago, holding a Series 65 credential and one year of industry experience. Prior to joining Mountain Capital, he worked as a first officer pilot for United Airlines and SkyWest Airlines. He is also the owner of Career Nav LLC, a career coaching and interview preparation business. Mountain Capital Investment Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with discretionary wealth management and financial planning. The firm focuses on long-term portfolio construction using diversified, low-cost mutual funds and ETFs, combining fundamental and technical analysis to tailor investments to client goals and risk tolerance.

Daniel Wood is a CFP®, CFA®, and holds a Series 65 license with eight years of industry experience. He has been with Zimmerman Wealth Management, LLC since 2018 and previously worked at State Farm VP Management Corp. and State Farm Insurance from 2016 to 2018. Zimmerman Wealth Management is an SEC-registered advisory firm serving individuals, trusts, employee benefit plans, charitable organizations, and privately held entities. The firm employs a conservative, long-term asset allocation strategy using mutual funds, ETFs, and closed-end funds, providing discretionary portfolio management and comprehensive financial planning.