John Fitzpatrick is a financial advisor at Oak Family Advisors, LLC in Chicago, holding a Series 65 designation with 14 years of industry experience. He has been with Oak Family Advisors since 2010. Outside of his advisory role, Fitzpatrick serves as chairman of Oak Street Management Co. LLC, a manager of real estate-related investments, and as a non-executive director of AIG. 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, offering global diversification through a combination of in-house equity and fixed income holdings, passive ETFs, and selected active managers.

William Embree is a financial advisor at Embree Financial Group in Chicago, IL, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CitiGroup Global Markets Inc. for 19 years before joining Embree Financial Group in 2017. Embree Financial Group provides holistic financial planning, discretionary investment management, and retirement plan consulting to individuals and institutions, including high net worth clients and corporations. The firm manages assets using fundamental, technical, and cyclical analysis, investing primarily in no-load mutual funds, ETFs, and individual securities, while offering customized reporting and fee arrangements.

Samuel Gettis is a financial advisor at Solyco Wealth LLC with six years of industry experience. His career includes roles at JP Morgan Chase bank, N.A., J.P. Morgan Securities LLC, and EG Capital Holding. He has also been involved with Boys Hope Girls Hope of NYC. Solyco Wealth serves individuals, high net worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management and financial planning. The firm uses a combination of fundamental and technical analysis and manages portfolios including mutual funds, ETFs, stocks, bonds, options, and alternative investments, with a generally long-term focus.

Christian Francaviglia is a Financial Solutions Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their personal priorities and develop strategies tailored to pursue their financial goals. His approach includes guiding clients on topics such as investing, retirement planning, funding education, and managing unexpected expenses. Christian holds a Bachelor's Degree from the University of Iowa and has earned several professional designations, including Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). He is involved with the organization PAWS Chicago.

Jonathan Kruger is a financial advisor at Rothschild Wealth LLC with 37 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. His prior roles include positions at Pacific Life Insurance, Protective Life Insurance Company, Proequities Inc, and Halo Securities LLC. Rothschild Wealth serves individuals, high-net-worth clients, corporate executive groups, retirement plans, trusts, foundations, and other institutional clients. The firm offers portfolio management, financial planning, and retirement and investment consulting, utilizing asset-allocation models that consider tax, estate, cash-flow, and risk factors.

William Gottfried is a financial advisor at Goldstone Financial Group, LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors, Prudential Insurance Company of America, and Wealth Enhancement Advisory Services. Goldstone Financial Group is an SEC-registered investment adviser managing over $1 billion across approximately 1,675 clients. The firm provides discretionary portfolio management, financial planning, and access to sub-advisers and third-party model portfolios, employing strategies that include mutual funds, ETFs, fixed income, and select alternative investments.

Keith Schwefel is a financial advisor with Geneva Partners, LLC in Chicago, IL. He holds a Series 65 designation and has eight years of industry experience. Prior to joining Geneva Partners in 2017, he worked at the Washington DC Chamber of Commerce and Illini Media. Geneva Partners manages approximately $423.6 million for about 550 clients, providing discretionary investment supervisory services and individual portfolio management to individuals, charitable organizations, and retirement plans. The firm customizes investment policies through client interviews and employs both fundamental and technical analysis for long- and short-term strategies.

Kari Mckinley is a CFP® professional with 12 years of experience at Capstone Financial Advisors Inc in Downers Grove, IL. She has been with Capstone since 2014. Capstone Financial Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management alongside financial planning, pension consulting, tax preparation, and access to private fund investments, emphasizing asset-class allocation, cost control, and tax positioning.

Stephen Baby is a financial advisor at Rothschild Investment LLC in Chicago, IL, with 9 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Ronin Capital LLC, and Wilgrove Capital LLC. Rothschild Investment LLC provides investment advisory and financial planning services to individuals, trusts, corporations, pension and profit-sharing plans, and other institutional retirement plans. The firm uses a client-specific asset allocation process that incorporates tax, estate, cash-flow, and risk-tolerance considerations, supported by quantitative analysis and third-party tools.

Michael Santarelli is a financial advisor at Altman Advisors with Series 63 and Series 65 licenses and four years of industry experience. He previously worked at PPM America, Inc. for 19 years. In addition to his advisory role, he serves as a General Partner at SCV Capital, LLC, focusing on small cap value and large cap core public equity investments. Altman Advisors provides 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 individually through wrap fee family office and asset management services.

Lauren Connelly is a CFP®-credentialed financial advisor at Vestor Capital, LLC with 12 years of industry experience. She previously worked at Bank of America, N.A. and Merrill before joining Vestor Capital. Connelly serves as a board member of the Lichen Sclerosus Support Network and is also part of the Ambassadors Council for the YWCA Metropolitan Chicago. 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 utilizes fundamental research and diversified strategies across multiple asset classes.

Sara Barry is a financial advisor at Vestor Capital, LLC in Chicago, IL, with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Vestor Capital and its affiliated entities since 2013. 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, offering a variety of equity and fixed income strategies supported by an internal Investment Committee that centralizes decision-making.

William Fan is a CFP® professional at Paulson Wealth Management Inc. in Wheaton, IL, with one year of industry experience. Prior to joining Paulson Wealth Management in 2022, he worked at Calvin University and Wheaton Academy. Paulson Wealth Management provides advisory services to individuals, trusts, retirement plans, corporations, and other registered advisers. The firm employs a diversified, index-based investment approach with active option strategies and offers comprehensive portfolio management including integrated financial planning.

Joseph Sindelar is a financial advisor at Rothschild Investment LLC with 22 years of industry experience. He holds a Series 65 designation and has worked at Rothschild Investment Corporation since 2020. Prior to that, he was employed at Lasalle Street Capital Management, LLC, and Chicago Asset Management Company in various capacities totaling over a decade of experience. Rothschild Investment LLC provides investment advisory and financial planning services to individuals, trusts, corporations, pension and profit-sharing plans, and other institutional retirement plans. The firm utilizes client-specific asset allocation models and a range of analytical tools, offering both discretionary and non-discretionary portfolio management along with retirement plan consulting and oversight of third-party sub-advisers.

Colin Kelly is a financial advisor with Strategic Investment Solutions, Inc. in Orland Park, IL, holding Series 63 and Series 65 licenses and offering 31 years of industry experience. His prior work includes positions at Purshe Kaplan Sterling Investments, LPL Financial Corporation, and Waterstone Financial Group. Strategic Investment Solutions is an SEC-registered advisory firm serving individuals, including high-net-worth clients, pension and profit-sharing plans, and trustees. The firm provides discretionary portfolio management and model portfolio programs that incorporate Modern Portfolio Theory and the Efficient Markets hypothesis, emphasizing diversified, largely passive, long-term investments.

Tannen Reed is a financial advisor at Timothy Financial Counsel, Inc. with a Series 65 credential and one year of industry experience. Prior to joining Timothy Financial Counsel, he held roles at All Capital Bank and Firstitle, LLC. His background also includes four years at Wheaton College and seven years at Metro Christian Academy. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm provides consultation and project-based advice across a range of financial topics and emphasizes diversified exposure through no-load mutual funds and ETFs, asset allocation, and periodic rebalancing.

Eric Papenhagen is a CFP® professional with over 16 years of industry experience. He has been with North Star Investment Management Corporation since 2020 and previously worked at Vision Investment Services, Inc. and MB Financial. Papenhagen is based in Chicago, IL, and holds a Series 63 license. North Star Investment Management Corporation serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering discretionary portfolio management, financial planning, and family office services. The firm manages approximately $2.5 billion in client assets and emphasizes the use of its own mutual funds within client portfolios.

Ellis Rutili is a financial advisor at Centric Wealth Management, LLC in Chicago, IL, holding Series 65 and Series 66 licenses with two years of industry experience. Prior to joining Centric Wealth Management, he worked at TEGUS and Merrill Lynch. Centric Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis to develop individualized asset allocations and proprietary model strategies.

Jennifer Clifford is a CFP® professional with 10 years of industry experience, currently serving at Embree Financial Group in Chicago, IL. She has been with Embree Financial since 2003. Outside of her advisory role, she owns SISU FOR ME LLC, a consulting business focused on assisting divorcing individuals. 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, utilizing fundamental, technical, and cyclical analysis to manage portfolios primarily invested in no-load mutual funds, ETFs, and individual securities.

Abby Davis is a financial advisor at Burling Wealth Partners with 10 years of industry experience. She holds a Series 65 designation and previously worked at AT Investment Advisers Inc. and Geneva Advisors, LLC. Burling Wealth Partners is an SEC-registered advisory firm serving individuals, family offices, trusts, estates, private foundations, corporations, and qualified retirement plans. The firm offers investment management and comprehensive financial planning through a client-centered, long-term approach that incorporates fundamental and technical research across a range of asset classes.