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.

Kamil Bonifaciuk is a financial advisor with Goldstone Financial Group, LLC in Oakbrook Terrace, IL, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Goldstone Financial Group in 2022, he worked at Equitable Advisors, LLC and has experience in various roles including at the University of Illinois at Urbana Champaign. He is also a licensed insurance agent offering life and fixed annuity sales. Goldstone Financial Group provides investment advisory and financial planning services to individuals and high-net-worth clients, utilizing a documented investment process that incorporates fundamental, technical, and quantitative methods aligned with modern portfolio theory. The firm offers portfolio management, written investment policy statements, and a range of investment strategies including tactical ETF models and alternative options-based approaches.

Thomas Fitzgerald is a financial advisor with Managed Asset Portfolios, LLC, holding a Series 65 designation and 20 years of industry experience. He has been with Managed Asset Portfolios since 2009. Managed Asset Portfolios provides discretionary and non-discretionary investment advisory services to individuals, pension and profit-sharing plans, government plans, trusts, estates, registered and private investment companies, and offshore funds. The firm’s investment approach is based on fundamental, value-oriented equity analysis and detailed fixed-income research, with portfolio construction across multi-cap and global strategies.

Steven Quirini is a financial advisor at Monere Wealth Management, Inc. with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Noyes Advisors LLC and David A. Noyes and Company. Monere Wealth Management is a team-based advisory firm serving individual and high-net-worth clients, pension plans, charities, and business accounts. The firm offers financial planning and portfolio management through discretionary and non-discretionary advisory accounts, employing third-party managers and quantitative tools in its portfolio construction.

Richard Horwitch is a financial advisor at Cohen Capital with 38 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Northern Trust Securities, Inc. for nearly three decades, followed by a four-year tenure at Raymond James & Associates. Cohen Capital is an SEC-registered investment adviser offering discretionary investment management, wealth management, and financial planning services for individuals, trusts, businesses, and institutional accounts. The firm employs a primarily long-term, diversified portfolio approach using mutual funds, ETFs, and various other investment vehicles, and sponsors a wrap-fee program that consolidates transaction and custody costs.

Luke Schillo is a financial advisor with Greenstone Belt Wealth Advisors, LLC, holding a Series 65 credential and nine years of industry experience. He previously worked at ORBA Wealth Advisors for seven years and at Telemus Capital, LLC for two years. Outside of his advisory role, Luke is a partner and passive investor in Enjoyum Restaurant Group, Inc., a restaurant business based in Chicago. Greenstone Belt Wealth Advisors serves individuals and families, including high-net-worth clients, providing fee-based financial, estate, tax, and retirement planning along with discretionary portfolio management. The firm also offers ERISA retirement plan consulting and fiduciary services, employing a diversified investment approach grounded in modern portfolio theory.

Michael Pauritsch is a financial advisor with MPS-LORIA Financial Planners, LLC, holding Series 63 and Series 65 licenses and having 40 years of industry experience. He has been with MPS-LORIA and its predecessor, Loria Financial Group, since 1999. He is also an independent licensed insurance agent specializing in life insurance. MPS-LORIA Financial Planners, LLC serves a diverse client base including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm provides investment advisory services, financial planning, and pension consulting, utilizing a predominantly discretionary, open-architecture investment approach focused on diversified allocations through no-load mutual funds and ETFs.

Thomas Kelly is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at SJS Investment Services in Chicago, IL. His prior experience includes roles at Christian Brothers Investment Services. SJS Investment Services is a registered investment adviser managing approximately $2.5 billion with an 18-advisor team. The firm serves individuals, high-net-worth clients, business owners, retirement plans, non-profits, endowments, foundations, and public entities, typically focusing on portfolios valued at $1 million or more and offering discretionary portfolio management, financial planning, and retirement plan advisory services.

William Metz is a financial advisor with Feltl Advisors in Chicago, IL, holding Series 63 and Series 65 designations and bringing 50 years of industry experience. He has been with Feltl and Company since 2012. Feltl Advisors provides investment advisory services primarily to individual investors who are mostly non–high-net-worth clients, as well as corporations, pension and profit-sharing plans, trusts, and institutions. The firm manages approximately $132 million in client assets and offers non-discretionary advice through wrap-fee programs in partnership with RBC.

Daniel White is a Series 65-credentialed financial advisor with Blue Line Capital in Chicago, IL. He has two years of experience with Blue Line Capital and related entities, and prior to that worked at Myst Capital and Weiss Brothers Trading. Blue Line Capital is a team-based registered investment adviser with seven advisors managing approximately $131.9 million for about 121 clients. The firm provides discretionary portfolio management and written financial planning services, combining fundamental, technical, and cyclical analysis with both growth and value strategies, and incorporates options and futures where appropriate.

Ryan Shaughnessy is a financial advisor at The Mosaic Financial Group, LLC in Chicago, IL, with 21 years of industry experience. He has been with The Mosaic Financial Group since 2010. He holds Series 63 and Series 66 designations. The Mosaic Financial Group serves primarily high-net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, partnerships, and corporations. The firm emphasizes asset allocation as the primary driver of returns and integrates accounting and tax services, including in-house tax return preparation, into its advisory platform.

Matthew Rice is a CFA® charterholder and Series 63 licensee affiliated with Goldstone Financial Group, LLC. He has one year of industry experience and currently serves as Chief Investment Officer at Goldstone Financial Group, Vistamark Consulting LLC, and First Business Bank. Outside of his advisory roles, he is involved in developing investment strategies for institutional clients through his consulting business. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing over $1 billion across individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers and model portfolios, employing a variety of investment strategies including mutual funds, ETFs, fixed income, and alternative vehicles with ongoing account monitoring.

Joshua Henderson is a CFP® with three years of industry experience currently serving at Timothy Financial Counsel, Inc. He joined the firm in 2022 after seven years at TransMarket Operations LLC. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm offering individual consultations and project-based advice on topics such as retirement planning, tax strategies, and estate planning. The firm serves individuals, families, businesses, and trusts, focusing on advisory and implementation coaching without managing client assets or exercising discretionary authority.

Thomas Egan is a Series 65-licensed financial advisor with nine years of industry experience. He has worked at Vestor Capital, LLC since 2018 and previously held roles at TC Wealth Partners and Trust Company of Illinois. Vestor Capital is a multi-team investment and wealth management firm serving individuals, families, not-for-profit organizations, foundations, and qualified retirement plans. The firm manages approximately $2.08 billion in discretionary assets and employs a centralized investment approach focused on fundamental security analysis and concentrated, low-turnover equity portfolios alongside diversified strategies.

Stephen Royce is a financial advisor at LCM Capital Management Inc. in Chicago, IL, holding a Series 65 designation with 18 years of industry experience. He has been self-employed since 2007. LCM Capital Management provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s investment approach focuses on fundamental issuer analysis, long-term equity holdings primarily from the S&P 500 and EAFE universes, and periodic rebalancing, managing approximately $365 million in client assets through a team of nine advisors.

Austin Feldman is a financial advisor at Feldman, Ingardona & Co with four years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors LLC. Feldman, Ingardona & Co. provides investment advisory and portfolio management services primarily to high-net-worth individuals, families, and institutions, focusing on long-term strategic asset allocation and manager selection. The firm employs both active and passive mutual funds and ETFs, offering discretionary and non-discretionary management with regular portfolio reviews.

Michael Burke is a financial advisor with Monere Wealth Management, Inc. in Schaumburg, Illinois. He holds Series 63 and Series 66 licenses and has 37 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 assets for individuals, high-net-worth clients, pension plans, charities, and business accounts. The firm offers financial planning, portfolio management, and pension consulting, with a majority of assets managed on a non-discretionary basis through various advisory programs and third-party managers.

William Driscoll is a CFP® and CFA® with 10 years of industry experience. He has worked at Oak Family Advisors, LLC since 2019 and previously held roles at Ballast Equity Management, RMB Capital Management, Prudence Island Asset Management, and as a self-employed advisor. Oak Family Advisors provides personalized investment management and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and small businesses. The firm uses a strategic asset-allocation approach combining fundamental analysis, passive ETFs, and selected active funds, offering globally diversified portfolios managed on a discretionary basis.

Scott Miller is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Romano Brothers and Company since 2013. He has also been associated with Charles Schwab and Charles Schwab Bank since 2003 and 2005, respectively. Romano Brothers and Company serves individuals, including high-net-worth clients, as well as employee benefit plans, non-profits, trusts, estates, and corporate entities. The firm offers discretionary portfolio management, financial planning, and brokerage services, employing a generally conservative, long-term, fundamentals-based investment approach with both active and passive strategies.

Evan Sullivan is a financial advisor at Vestor Capital, LLC with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Vestor Capital, he worked at Alliance Bernstein and Four Star Wealth Advisors. Outside of finance, he has experience working at Lyon Beverage Corporation and Amazon. Vestor Capital is a multi-team investment and wealth management firm serving individuals, families, not-for-profit organizations, foundations, and qualified retirement plans. The firm manages a variety of equity and fixed income strategies through centralized investment decisions and offers access to affiliated intermediaries and co-advisory programs.