Stephen Mack is a financial advisor at Mack Investment Securities, Inc. in Northfield, IL, holding the CFP® and Series 63 designations with 44 years of industry experience. He has been with Mack Investment Securities, Inc. since 1986. Outside of his advisory work, he serves on a regional FINRA committee and acts as a Coldwell Banker referral agent. Mack Investment Securities, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, and other custodial accounts. The firm combines manager-of-managers programs with firm-run model strategies, offering discretionary and non-discretionary portfolio management alongside financial planning and pension consulting.

Brandon Hardy is a financial advisor at Pekin Hardy Strauss, Inc. in Chicago, IL, with 24 years of industry experience. He has been with Pekin Singer Strauss Asset Management since 1997. Hardy holds the Series 63 and Series 65 designations. Pekin Hardy Strauss, Inc. provides investment management, financial planning, and retirement plan services to individuals, pension and retirement plans, registered investment companies, charitable organizations, and corporations. The firm employs a fundamental analysis and asset allocation approach that incorporates ESG factors and utilizes a variety of instruments, including derivatives, to manage income and risk.

Daniel Foxen is a financial advisor at Apollon Financial, LLC with 39 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at LPL Financial and The New England. Outside of advisory work, he is involved in life and long-term care insurance sales through Foxen Financial, Inc. Apollon Financial is an SEC-registered advisory firm serving individuals, families, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team of 16 advisors, combining centrally managed model strategies with locally led portfolios and sub-advisers. Its investment approach includes ESG risk-based models, Direct Indexing, tax-aware techniques, and access to private and alternative investments.

Eric Kuby is a financial advisor at North Star Investment Management Corporation with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at North Star since 2004, including prior experience with NewEdge Securities, Inc. He is involved in several investment-related activities, including serving as president of a holding company and as an investment committee member for a registered investment adviser. North Star Investment Management Corporation serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, providing discretionary portfolio management, financial planning, and family office services. The firm manages approximately $2.5 billion in assets and frequently uses its own mutual funds within client portfolios, offering a range of investment strategies implemented on a discretionary basis.

Gergana Vasileva is an investment advisor representative at Journey Financial Group, Inc. with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has been with Journey Financial Group since 2013. Additionally, she provides notary public services to clients at no charge. Journey Financial Group serves individual clients at various wealth levels, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, using firm-developed model portfolios that range from conservative to aggressive risk profiles.

Jack Rafferty is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Rothschild Wealth LLC, where he has worked for two years, following previous roles at Wipfli Financial Advisors/Creative Planning and William Blair. Rothschild Wealth LLC advises individuals, high-net-worth clients, corporate executive groups, trusts, pension and profit-sharing plans, and other institutional and tax-exempt entities. The firm employs asset-allocation models tailored to client objectives, using quantitative tools and third-party sub-advisers to manage portfolios across various investment vehicles while providing services such as financial planning, retirement consulting, and ongoing portfolio monitoring.

John Kostaken is a financial advisor at Truvestments Capital LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Truvestments Capital since 2019. Outside of his advisory role, Kostaken is an associate at Demongronomics, where he is involved in marketing and technology administration. Truvestments Capital LLC serves individuals, high-net-worth clients, trusts, estates, private funds, charitable organizations, and businesses. The firm offers discretionary and non-discretionary asset management, financial planning, consulting, and sub-advisory services, and manages a private investment vehicle focused on long-term Bitcoin holdings.

Andrew Barlow is a financial advisor at Harvest Investment Services, LLC with three years of industry experience. He holds a Series 65 designation and is a partner at Harvesting Kingdom Resources, a private equity fund sponsor where he manages fund administration and investor relations. His work history also includes roles at Envoy Financial and Brand Champions. Harvest Investment Services, LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and institutions. The firm employs an actively managed tactical investment approach and offers specialized services such as ERISA 3(38) investment management and held-away 401(k) account oversight.

Sophia Tronolone is a financial advisor at Vantage Point Financial, LLC with one year of industry experience. She holds a Series 65 designation and has worked previously at 4Wealth Advisors, Inc. Outside of finance, she has held roles in various service and hospitality businesses including Zazu Salon & Day Spa and The Catlow Theater / Showtime Eatery. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners with investment management, financial planning, and wealth consulting services. The firm emphasizes a fiduciary, customized approach focused on long-term portfolio construction using low-cost mutual funds and ETFs, while maintaining flexibility to include alternative investment options.

Anna Thornburg is a Series 65-licensed financial advisor at Model Wealth, Inc. in Wheaton, IL, with four years of industry experience. Prior to joining Model Wealth in 2021, she worked at Covenant Classical School and Church of the Resurrection. Model Wealth, Inc. is a virtual, fee-only financial planning and wealth management firm serving individuals, families, estates, trusts, and small businesses. The firm uses a broadly passive investment approach with cost-effective, tax-aware implementation, combining robo-managed strategies, direct indexing, and discretionary portfolio management.

Randolph Hardy is a CFP®, CFA®, and Series 63-licensed advisor at Factor Wealth Management with 21 years of industry experience. He has been with Factor Wealth Management Ltd. since 2009. The firm manages approximately $630 million for a diverse client base including individuals, high-net-worth clients, business entities, charitable organizations, and pension and profit-sharing plans. Factor Wealth Management employs a long-term, systematic investment approach focused on diversified, risk-based portfolios, offering discretionary and non-discretionary management alongside financial planning and pension consulting services.

Steven Bartz is a Series 65 licensed financial advisor with 28 years of industry experience. He has been with Graybill, Bartz & Associates, Ltd. since 1996. Graybill Wealth Management, Ltd. provides discretionary investment supervisory services to individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and trust accounts. The firm employs a fundamental, research-driven growth investing approach focused on companies with strong balance sheets and sustainable earnings, while balancing equity exposure with intermediate-term, high-grade fixed income and income vehicles.

Mark Soehn is a Series 65-licensed financial advisor with 20 years of industry experience. He has been with Financial Solutions Advisory Group in Chicago, IL since 2003. Financial Solutions Advisory Group serves high-net-worth individuals, corporations, pension and profit-sharing plans, and trusts, offering portfolio management, financial planning, consulting, and retirement plan education services. The firm uses a comprehensive data-gathering process to establish client-specific investment policies and employs a mix of fundamental, technical, quantitative, and qualitative analysis across long- and short-term strategies.

Richert Hart is a CFP® professional with 19 years of industry experience. He is currently with 1834 Investment Advisors Co., where he has worked since 2026. His prior experience includes roles at Mission Square Retirement, Ausdal Financial Partners, Nadler Financial Group, Total Benefit Communications, and Capital One Sharebuilder. 1834 Investment Advisors provides investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes asset allocation and customized portfolio strategies, offering both discretionary and non-discretionary management and access to alternative investments through third-party platforms.

Katarzyna Richardson is a financial advisor at Expressive Wealth LLC in Chicago, IL, with eight years of industry experience. She holds Series 63 and Series 65 designations. Her prior work includes roles at Eddie Patel Inc., National Financial Services LLC, Charles Schwab, and FIDELITY Brokerage Services LLC. Expressive Wealth serves individuals, high-net-worth clients, trusts, estates, and retirement plans by providing discretionary asset management, ERISA 3(38) plan services, modular financial planning, and consultation. The firm employs fundamental, technical, and cyclical analysis in its investment decisions and offers oversight of Sub-Advisors’ strategies as part of its portfolio management.

Kyle Depasquale is a financial advisor at Rothschild Wealth LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Rothschild Wealth since 2012, with prior roles at Ausdal Financial Partners and Halo Securities LLC. In addition to his advisory role, he is involved with Sentinus Insurance Services, where he participates in insurance sales. Rothschild Wealth LLC advises individuals, high-net-worth clients, corporate executive groups, trusts, pension and profit-sharing plans, and other institutional and tax-exempt entities, offering services such as financial planning, portfolio management, retirement plan consulting, and coordination of tax and estate planning. The firm uses quantitative models and third-party tools to construct and monitor portfolios across various asset classes while providing institutional services including investment policy development and manager selection.

Alexander Saf is a CFA® charterholder with three years of industry experience. He is currently with Sierra Summit Advisors LLC, where he has worked since 2023. Prior to that, he held positions at Innovis Asset Management LLC and Premier Asset Management. Sierra Summit Advisors primarily serves high-net-worth individuals and institutional clients, offering discretionary portfolio management, financial planning, and consulting services. The firm employs a combination of fundamental, quantitative, and technical analysis across a range of equity and fixed-income strategies and manages over $600 million for approximately 115 clients.

Benjamin Wozniak is a financial advisor with Chicago Oakbrook Financial Group, holding Series 63 and Series 65 credentials and 43 years of industry experience. He previously worked at Commonwealth Financial Network and LPL Financial LLC. Wozniak also engages in fixed insurance sales and serves as a trustee of a company retirement plan. Chicago Oakbrook Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses by providing customized wealth management and discretionary portfolio management alongside comprehensive financial planning and retirement plan consulting. The firm constructs tailored portfolios using a broad range of securities and investment strategies and manages over $1.2 billion in client assets through a multi-advisor team with support from an institutional relationship with Raymond James.

Richard Little is a financial advisor at Serenity Investment Advisors with 15 years of industry experience. He holds the Series 66 designation and previously worked at Kingsview Asset Management. Outside of his advisory role, he is also an independent insurance agent specializing in life insurance. Serenity Investment Advisors is a five-advisor team managing approximately $376 million for nearly 400 clients, serving individuals, institutional plans, trusts, and charitable organizations. The firm employs a tactical allocation approach based on fundamental analysis and offers a range of proprietary investment models, combining active and passive strategies with various securities.

Timothy Hattendorf is a financial advisor at Nadler Financial Group, Inc. He holds a Series 66 designation and has two years of industry experience. His prior experience includes a decade at Hightower Trust Company of Illinois. He is involved in retirement plan advisory services, working with plan sponsors and participants. Nadler Financial Group serves individuals, charitable organizations, business entities, and retirement plans, providing discretionary investment management along with financial planning and retirement plan consulting when requested. The firm employs tactical asset allocation across diversified vehicles and offers a program tailored for smaller accounts within its multi-advisor structure.