Donald Morley is a financial advisor at Capital Cities Investments with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Morgan Stanley Private Bank and Morgan Stanley Smith Barney prior to joining Capital Cities Investments in 2017. Capital Cities Investments serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans, offering portfolio management and financial planning services. The firm emphasizes diversified portfolios with a mix of active and passive management, tailored to clients' risk tolerance and financial needs, and utilizes tools such as Callan’s UMA platform and Schwab’s automated programs.

Kevin Silverman is a CFA® charterholder with 19 years of experience in the financial industry. He is currently a member of the team at Carmel Capital Partners, LLC and also serves as owner of Madison Partners, L.C., a business involved in research, publishing, and content creation. In addition to his advisory roles, Silverman teaches investing and portfolio management at the University of Wisconsin-Milwaukee. Carmel Capital Partners provides investment management and advisory services to individual and institutional clients, including high-net-worth investors and pension plans. The firm emphasizes fundamental valuation focused on free cash flow and capital preservation, utilizing customized portfolios, model portfolios, and allocations to mutual funds and ETFs, and it serves as a private fund sponsor and manager for multiple investment vehicles.

Jennifer Karch is a CFP® with 12 years of industry experience, currently serving at Carter Financial Group, Inc. She worked at Voya Financial Advisors from 2014 to 2019 before continuing her career at Carter Financial Group. Outside of her advisory role, she is involved in modeling under the name Jennifer Yune. Carter Financial Group provides investment management and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs proprietary model portfolios combined with quantitative and technical analysis to implement and rebalance client strategies.

Timothy Stearns is a financial advisor at Cornerstone Securities LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cornerstone Securities since 2014. He also has prior experience with Crown Capital Securities, LP and LaSalle St. Securities, LLC. Outside of his advisory work, Stearns sells term, fixed, and indexed universal life insurance as an independent contractor. Cornerstone Securities LLC provides investment advisory and planning services to individuals, private corporations, trusts, estates, and pension plans. The firm operates through a team of representatives who develop portfolio strategies, offer discretionary trading where authorized, and refer clients to third-party managers and REITs.

Kyle Bertsche is a financial advisor at Monere Wealth Management, Inc. He holds a Series 66 designation and has been in the industry since 2024. His prior experience includes roles at Carecraft Inc, Nexa Mortgage, and various academic positions. Monere Wealth Management, Inc. is a team-based advisory firm managing approximately $312 million in client assets. The firm serves individual and high-net-worth clients, pension plans, charities, and business accounts, offering financial planning, portfolio management, and pension consulting primarily through non-discretionary advisory accounts.

Thomas Parker is a financial advisor at Pendulum Wealth Partners with 12 years of industry experience. He holds a Series 66 designation and is also a partner at Fates, Bodily, and Parker PLLC, a CPA firm in Itasca, Illinois. In addition to his advisory role, Parker is a licensed insurance agent involved in implementing insurance recommendations. Pendulum Wealth Partners is a team of nine advisors managing approximately $254 million across over 200 client relationships. The firm offers discretionary investment management, financial planning, and family office services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, employing a primarily long-term, diversified investment approach.

Andrew Cardillo is a CFP® with 10 years of industry experience. He is currently with Indivisible Partners, where he has worked since 2026. Prior to that, he held multiple roles at UBS Financial Services from 2015 to 2026. Indivisible Partners provides investment advisory and financial planning services to a range of clients, including individuals, personal trusts, pension plans, charities, and businesses. The firm uses a strategic asset allocation framework and implements investment decisions through active, passive, or blended approaches, offering discretionary and non-discretionary portfolio management on an open-architecture platform.

Samuel Hord is a financial advisor with Rothschild Investment LLC in Chicago, IL, holding a Series 66 designation and 11 years of industry experience. He has been with Rothschild Investment since 2014. Outside of his advisory role, he is involved with The Flats at ISU and Illinois State University. Rothschild Investment serves a diverse client base including individuals, families, trustees, corporations, and institutional clients, offering portfolio management, financial planning, and retirement plan consulting. The firm utilizes asset-allocation models tailored to client objectives and employs a variety of investment vehicles and analytical methods to manage portfolios.

David Graff is a financial advisor at Precise Investment Management, Inc. with 10 years of industry experience. He holds a Series 65 credential and has worked at Precise Investment Management since 2019, previously serving as self-employed and affiliated with Insight Securities Inc. Additionally, he works on accounting matters for Precise Investment Management in a non-investment capacity. Precise Investment Management provides discretionary portfolio management services to individuals, families, and high-net-worth clients, including non-citizens and non-resident aliens. The firm’s investment approach involves selecting sub-advisory portfolio managers through country-specific research and ongoing due diligence, offering programs such as the Precise Worldview Structured Program and the Precise Worldview Focus Program.

Whitney Ribbens is a CFP® professional with nine years of industry experience, currently serving at Chicago Wealth Management, Inc. since 2010. She is part of a four-advisor team based in Chicago, IL. Chicago Wealth Management, Inc. manages approximately $307 million for individuals, non-profits, and institutional clients, offering discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs a tactical investment approach aimed at maximizing long-term returns while limiting large portfolio losses, utilizing a diversified mix of asset classes and proprietary signals for periodic rebalancing.

Tyler Bolla is a CFP® professional with 10 years of industry experience. He is currently with Hilltop Wealth & Tax Solutions and has previously worked at Charles Schwab, Bank of America, and Merrill. Hilltop Wealth & Tax Solutions serves individual and institutional clients with integrated financial planning, tax planning, and discretionary portfolio management that incorporates tax and estate considerations. The firm offers customized investment strategies and combines advisory services with affiliated tax and bookkeeping capabilities.

Cynthia Schulze is a financial advisor at Nadler Financial Group, Inc. with four years of industry experience. She holds the Series 66 designation and has previously worked at Ausdal Financial Partners, Inc., FSB & W, LLC, Johnson, Goldberg & Brown, LTD, and Kessler Orlean Silver & Co. Nadler Financial Group serves individuals, charitable organizations, business entities, and retirement plans by offering discretionary investment management and financial planning services tailored to client objectives. The firm employs tactical asset allocation across diversified vehicles and operates a program for smaller accounts within its multi-advisor platform.

Jason Paplaski is a financial advisor at Serenity Investment Advisors in Chicago, IL, with 16 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at LPL Financial, Charles Schwab, and Optionsxpress Inc. Serenity Wealth Management provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a tactical allocation approach supported by fundamental analysis and uses proprietary model portfolios tailored to client risk profiles.

Stephanie Crosby is a financial advisor at LCM Capital Management Inc. in Chicago, IL, holding a Series 65 designation with three years of industry experience. Her prior work includes roles at LQD Business Finance, First Look Properties, and Johnson Law LLC. 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 emphasizes fundamental issuer analysis, long-term equity holdings mainly from the S&P 500 and EAFE universes, and periodic portfolio rebalancing.

Brian Baker Jr. is a CFP® with 13 years of experience at Vestor Capital, LLC, where he has worked since 2013. He also served at Vestor Capital Securities, LLC from 2013 to 2020. Outside of his advisory role, he is a managing member of two real estate investment businesses based in Chicago. Vestor Capital provides investment and wealth management, portfolio management, and financial planning services to individuals, nonprofit organizations, foundations, and qualified retirement plans. The firm employs a centralized Investment Committee approach with diversified strategies across various asset classes and maintains relationships with third-party firms to offer co-advisory and sub-advised services.

Steven Thomas is a financial advisor at SGL Financial, LLC with 28 years of industry experience. He has been with Wealth Financial Advisory Services, LLC since 2014. Steven holds a Series 63 designation. SGL Financial, LLC provides fee-based investment management, financial planning, and consulting services to financially established individuals, high-net-worth clients, small businesses, and certain retirement plans. The firm emphasizes diversified asset allocation, long-term investment horizons, and offers portfolios implemented through sub-advisers and third-party managers.

Frank Schulz is a financial advisor at RCM Wealth Advisors in Chicago, IL, with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has been with RCM Wealth Advisors since 2015. RCM Wealth Advisors is a multi-advisor SEC-registered firm managing approximately $324 million for around 530 clients, offering portfolio management and financial planning services to individuals, pension and profit-sharing plans, and corporate clients. The firm’s investment approach combines fundamental and cyclical analysis, supported by a weekly Investment Policy Committee, and includes a variety of strategies such as ETF-driven allocations and options-based programs with hedging overlays.

Paul Merrick is a CFA® charterholder with 20 years of industry experience. He has been with Riverpoint Wealth Management since 2013 and previously worked at LPL Financial LLC. Merrick holds a Series 66 license and is based in Chicago, IL. Riverpoint Wealth Management serves individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable and corporate entities. The firm offers discretionary asset management, financial planning, and consulting services, emphasizing customized portfolio construction, quantitative analysis, and ongoing monitoring through an investment committee.

Matthew Stadler is a financial advisor at Embree Financial Group with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at LPL Financial Corporation since 2009. Stadler is also associated with Moody Investment Advisors and Waterstone Financial Group, both since 2003. Embree Financial Group provides holistic financial planning, discretionary investment management, and retirement plan consulting to individuals and institutions. The firm serves high net worth individuals, families, pension and profit-sharing plans, trusts, and corporations, employing a fiduciary approach with fundamental, technical, and cyclical analysis supported by advanced performance metrics.

Benjamin Altman is a financial advisor at Altman Advisors in Chicago, IL, holding a Series 66 designation with 22 years of industry experience. He has been with Altman Advisors since 2016 and also maintains a role at Purshe Kaplan Sterling Investments. Altman Advisors provides discretionary portfolio management and investment consulting services to individuals, trusts, retirement plans, and business clients. The firm emphasizes fundamental analysis, strategic asset allocation, and utilizes quarterly monitoring with both long- and short-term strategies, including the use of derivatives and alternative investment products.