David Smestuen is a financial advisor at Coyle with a Series 65 designation and three years of industry experience. Prior to joining Coyle Financial Counsel, LLC in 2021, he worked at Cobalt Robotics and held roles in other businesses, including Old Timers Cowboy Kitchen. He also served nine years in the United States Marine Corps. Coyle serves individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities, offering discretionary and non-discretionary asset management alongside financial assessment, wealth advisory, and family legacy services. The firm employs a combined tactical and strategic investment approach, utilizing sub-managers and third-party software for security-level analysis, and supplements traditional advisory work with educational content and project-based family coordination services.

Ari Lazar is a financial advisor at Baldwin Wealth Partners, LLC with eight years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Baldwin Wealth Partners, he worked at Levin Capital Strategies and RGA Investment Advisors. Outside of his advisory role, Lazar coaches and judges high school gymnastics in Illinois. Baldwin Wealth Partners provides investment advisory and financial planning services to a diverse range of clients, including individuals, trusts, charitable organizations, and pooled investment vehicles. The firm employs a combined top-down macro framework and bottom-up fundamental research, managing portfolios across five core asset classes with attention to ESG factors and offering specialized services such as management of private funds and tax-aware equity strategies.

Alyssa Schuster is a CFP® and holds a Series 65 license with seven years of industry experience. She has worked at Doyenne Wealth Advisors since 2022 and previously at Brownson, Rehmus & Foxworth, Inc. and the Regulatory Compliance Association. Doyenne Wealth Advisors provides personalized financial counseling and non-discretionary investment advisory services to high-net-worth individuals, senior corporate executives, and related trusts, foundations, and endowments. The firm operates on a fee-only, independent basis and focuses on long-term, diversified asset allocation with a tailored, multi-meeting review cadence for affluent households.

Phoebe Stefani is a Certified Financial Planner (CFP®) with eight years of industry experience. She currently works at Doyenne Wealth Advisors in Chicago, where she has been since 2022. Her prior roles include positions at Brownson, Rehmus & Foxworth, Inc., Bank of America, and Merrill. Doyenne Wealth Advisors provides fee-only financial counseling and investment advisory services primarily to high-net-worth and ultra-high-net-worth individuals, senior corporate executives, and related entities. The firm focuses on customized, long-term, diversified asset allocation, offering mostly non-discretionary advisory services with a range of investment options including no-load mutual funds, ETFs, and selective private investments.

Thomas Hession Jr. is a financial advisor at Riverbend Capital Advisors, LLC with 31 years of industry experience. He has been with Riverbend since 2011. He holds Series 63 and Series 65 designations. Riverbend Capital Advisors primarily serves high-net-worth individuals, trusts, estates, corporations, and other business entities. The firm focuses on discretionary investment management concentrated in municipal bonds and other fixed-income securities, employing a combination of fundamental and technical analysis to construct portfolios.

Alan Chambers is a financial advisor at Nadler Financial Group, Inc. with five years of industry experience. He holds a Series 66 designation and previously worked at Ernst & Young, LP and Guggenheim Partners, Inc. alongside his current roles at Nadler Financial Group and Ausdal Financial Partners. Nadler Financial Group manages over $2 billion for more than 1,000 clients, including individuals, charitable organizations, and business entities. The firm employs tactical asset allocation with diversified mutual funds, ETFs, and alternative strategies, offering discretionary investment management and selective financial planning services through a 15-advisor team.

Paul Tromp is a CFP® professional with seven years of industry experience, currently serving at Trifecta Capital Advisors, LLC since 2022. He previously worked for 20 years at BMO Harris Bank. Trifecta Capital Advisors serves individuals, families, business owners, and various entities with discretionary investment management, financial planning, and consulting services. The firm utilizes a consultative process blending long-term strategic allocation with tactical adjustments, supported by proprietary research and a combination of active and passive funds.

Jeffery Mowery is a CFP® professional with 27 years of experience, currently serving as a managing member at Mowery & Schoenfeld Wealth Management, LLC. He has been with Mowery & Schoenfeld since 1996 and also manages an affiliated CPA firm. Mowery & Schoenfeld Wealth Management provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and plan sponsors. The firm offers tailored investment advice utilizing model portfolios, institutional mutual funds, ETFs, fixed income, and other vehicles, with services that include third-party money manager recommendations and retirement participant solutions.

Timothy Bennett is a Series 65-credentialed advisor at Forthright Capital with one year of industry experience. He has worked in educational roles prior to joining the firm and engages in insurance-related activities including pension reviews and retirement planning. Forthright Capital Advisory, LLC manages approximately $107.7 million in discretionary assets and serves individuals, retirement plans, corporations, and charitable organizations. The firm primarily employs passive investment management using model portfolios and also incorporates outside managers when appropriate, with regular portfolio reviews conducted on a quarterly basis.

Maureen Miller is a CFP® and holds a Series 65 license with 10 years of industry experience. She has worked at Doyenne Wealth Advisors since 2022 and previously spent six years at Brownson, Rehmus & Foxworth. Doyenne Wealth Advisors provides personalized, fee-only financial counseling and non-discretionary 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 delivers tailored planning across multiple financial areas while maintaining client decision authority.

Tesa Williamson is a CFP® professional with 11 years of industry experience. She is currently with Doyenne Wealth Advisors in Chicago, where she has worked since 2022, following roles at Brownson Rehmus Foxworth, Williamson House, Nuveen Fund Advisors, Citigroup Global Markets, Citicorp Investment Services, and Ameriprise. Doyenne Wealth Advisors provides fee-only financial counseling and investment advisory services primarily to high-net-worth and ultra-high-net-worth individuals, senior corporate executives, and related entities. The firm focuses on customized, long-term, diversified asset allocation and delivers mostly non-discretionary advisory services.

Alexander Hemsley is a CFP® and holds a Series 66 license with seven years of industry experience. He has worked at Hemsley Advisors, Ltd. since 2018 and previously held roles at Fidelity Brokerage Services LLC and the Illinois Department of Financial and Professional Regulations. He is based in Chicago, IL. Hemsley Advisors, Ltd. is an SEC-registered advisory firm serving individuals, charitable organizations, and corporations. The firm provides portfolio management, financial planning, and consulting services, focusing on individualized investment policies and primarily managing assets on a non-discretionary basis.

Krassimira Marinkova is a financial advisor at Mowery & Schoenfeld Wealth Management, LLC with four years of industry experience. She holds a Series 65 designation and has previously worked at RMB Capital LLC and VennWell LLC. Mowery & Schoenfeld Wealth Management advises individuals, including high-net-worth clients, and retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm customizes portfolios using quantitative tools and a mix of mutual funds, ETFs, and individual securities, serving approximately 161 client relationships with $389 million in assets under management.

Joshua Strauss is a CFA® charterholder with 21 years of industry experience. He is affiliated with Pekin Hardy Strauss, Inc., a team-based firm located in Chicago, IL. Strauss has worked at Sf Investments, Inc. and Pekin Singer Strauss Asset Management, Inc. since 2004. 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 fundamental analysis and asset allocation, incorporating ESG factors, and utilizes a variety of instruments and strategies including derivatives to tailor portfolios to clients’ objectives and risk profiles.

Joshua Perlmutter is a financial advisor at Atlas with eight years of industry experience. He holds a Series 66 designation and has worked at several firms, including ATFS Advisers, Lido Advisors, GeoWealth Management, Cresset Asset Management, and Stifel, Nicolaus & Company. Atlas provides wealth management and financial planning services to individuals, families, trusts, estates, businesses, retirement plans, and pooled investment vehicles. The firm combines fundamental and technical analysis within a primarily long-term, index-based framework, offering discretionary and non-discretionary portfolio management along with private credit and alternative investment options.

Lisa Bussenger is a financial advisor at Rothschild Wealth LLC with 16 years of industry experience. She holds a Series 65 designation and has worked previously at Kinetic Investment Management, Inc. and Global Financial Private Capital. Bussenger is also the owner of Bussenger Insurance & Financial Services, LLC. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, corporate executive groups, trusts, retirement plans, and institutional clients. The firm’s investment approach is based on asset-allocation models supported by quantitative analysis, with ongoing monitoring and rebalancing implemented through a range of securities and third-party sub-advisers.

Jim Calaway is a financial advisor at Roberts, Glore & Co. with 31 years of industry experience. He has been with Roberts, Glore & Co. since 1993 and also worked at La Salle St. Securities, Inc. from 1993 to 2017. Calaway holds Series 63 and Series 65 licenses and serves as a trustee for trust accounts. Roberts, Glore & Co. provides fee-only investment advisory services to individuals, trusts, family offices, corporate pension or profit-sharing plans, and non-profit organizations. The firm creates customized portfolios based on clients’ long-term goals and risk tolerance, focusing on fundamental analysis of equities and fixed-income holdings, with modest use of alternative assets.

Suzanne Wetzel is a financial advisor at Doyenne Wealth Advisors in Chicago, IL, holding a Series 65 designation with seven years of industry experience. She has been with Doyenne since 2022 and previously worked at Mathnasium and Brownson, Rehmus & Foxworth. Doyenne Wealth Advisors specializes in fee-only financial counseling and investment advisory services for high-net-worth and ultra-high-net-worth individuals, senior corporate executives, and their related entities. The firm focuses on customized, long-term diversified asset allocation and provides primarily non-discretionary advisory services.

Sean O’Connor is a financial advisor with Serenity Investment Advisors, holding a Series 66 credential and eight years of industry experience. Prior to joining Serenity Investment Advisors in 2024, he operated O'Connor Wealth Planning LLC and worked at Ameriprise Financial Services Inc. Outside of advising, he assists with tax preparation and bookkeeping as a partner in Lisa A Spaay CPA LLC. Serenity Wealth Management provides fee-based investment advisory and financial planning services to a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm employs a tactical allocation approach supported by fundamental analysis and proprietary model portfolios that are tailored to client risk profiles.

Charles Carey is a financial advisor at Wellment Financial with a Series 65 designation and four years of industry experience. He has worked at FSR Insurance Planning, Ltd. and FSR Wealth Management Ltd. since 2020. Carey is also a licensed insurance agent assisting with life insurance and fixed annuity products. Wellment Financial provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and institutional sponsors. The firm uses vetted model portfolios and a sub-advisor platform focused on tax-aware retirement planning, managing approximately $237 million in discretionary assets.