Thomas Shankland is a financial advisor with Harvest Investment Services, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes long tenures at ProEquities, Inc. and extensive involvement with multiple insurance companies dating back over four decades. He is also the owner of Shankland Financial Services, an estate and financial planning firm where he serves as a Certified Estate Planner and Chartered Financial Consultant. Harvest Investment Services, LLC offers discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, and other entities. The firm employs an actively managed tactical strategy and serves clients through a multi-advisor team structure across several offices.

Matthew De Stefano is a financial advisor with Capstone Financial Advisors Inc in Downers Grove, IL. He holds a Series 65 designation and has one year of industry experience. Prior to joining Capstone, he worked at Chicago Partners Investment Group and Grant Thornton, LLP. Capstone Financial Advisors provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s approach focuses on asset-class allocation, cost control, and tax efficiency, managing portfolios with a generally multi-year outlook and offering private fund investments to qualifying investors.

Daniel Howard is a CFP® professional with four years of experience at Zuckerman Investment Group in Chicago. Prior to joining the firm, he held positions at Epic Systems and various roles related to education and local community organizations. Zuckerman Investment Group offers comprehensive wealth management services to high-net-worth clients, employing a value-oriented, long-term investment approach across equities, fixed income, ETFs, mutual funds, and selective alternatives. The firm also manages the privately offered pooled vehicle ZVS LLC and provides customized financial planning with regular client communication.

Megan Micek is a financial advisor at Vertex Partners with a Series 66 designation and three years of industry experience. She has worked at several firms including LPL Financial LLC and Professional Wealth Advisors. In addition to her advisory role, she provides administrative support to Vertex Partners. Vertex Partners offers advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm emphasizes tailored portfolios based on clients' risk tolerance, time horizon, and liquidity needs, utilizing a range of investment strategies and ongoing portfolio monitoring.

Dennis Slott is a CFP® with 41 years of industry experience, currently serving at Vestor Capital, LLC in Chicago, IL. He has been with Vestor Capital and its related entities since 2010 and holds the Series 63 and Series 66 licenses. Outside of his advisory role, he serves as a board member of the Father Wasson Legacy Endowment Inc. 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 through a centralized Investment Committee that focuses on fundamental security analysis and a range of equity and fixed income strategies.

Randall Hughes is a financial advisor at Hunter Capital Management with 10 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Ballast Equity Management since 2016. Hunter Capital Management is an SEC-registered investment adviser managing approximately $1.09 billion in assets with a seven-advisor team, serving individuals, retirement plans, trusts, estates, charitable organizations, corporations, and investment companies. The firm offers discretionary portfolio management through pooled vehicles and private funds, including a registered mutual fund, and provides limited non-discretionary advice on client accounts maintained at Schwab.

Benjamin Cohen is a CFP®-credentialed financial advisor with 19 years of industry experience, currently serving as part of the team at Cohen Capital in Chicago, IL. Prior to joining Cohen Capital, he worked for 12 years at Raymond James & Associates. Outside of his advisory role, he is a passive investor in businesses including Verlaine Restaurant and the Broadway production Once On This Island. Cohen Capital is an SEC-registered investment adviser that provides discretionary investment management, wealth management, and financial planning services to individuals, trusts, businesses, pooled vehicles, and institutional accounts. The firm primarily constructs portfolios using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and alternative investments, and employs a mostly long-term investment approach with flexibility for shorter-term adjustments.

Jeffrey Hansen is a CFP® with eight years of industry experience, currently serving at Capstone Financial Advisors Inc. in Downers Grove, IL. His career includes roles at Wells Fargo Advisors, RubinBrown Advisors, and Bank of America, among others. Capstone Financial Advisors provides investment advisory and planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations. The firm employs a multi-year investment approach focused on asset-class allocation, cost control, and tax efficiency, managing approximately $2.87 billion for over 1,000 clients.

Derrick Allen is a financial advisor at The Mosaic Financial Group, LLC in Chicago, IL, holding a Series 65 designation with four years of industry experience. He has been with The Mosaic Financial Group since 2003. The Mosaic Financial Group primarily serves high-net-worth individuals, trusts, estates, charitable organizations, and various business entities, managing approximately $898 million in assets. The firm emphasizes asset allocation and integrates accounting and tax services into its advisory platform, offering customized portfolio construction and both discretionary and non-discretionary advisory relationships.

Shawn Kennedy is a financial advisor with Pendulum Wealth Partners in Itasca, Illinois, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining Pendulum Wealth Partners in 2025, he spent 22 years with Ameriprise Financial Services, LLC. He is also a licensed insurance agent involved in insurance sales and implementation. Pendulum Wealth Partners is a team of nine advisors managing approximately $254 million across 227 client relationships, providing discretionary investment management, financial planning, and family office services. The firm employs a fundamental, primarily long-term investment approach through diversified portfolios and operates under common control with an affiliated tax and accounting firm offering integrated services.

Cole Schmitter is a financial advisor at Chicago Oakbrook Financial Group with a Series 65 designation and one year of industry experience. His prior work includes roles at State Farm and COFG Advisors, LLC, as well as his education at the University of Wisconsin Madison. Chicago Oakbrook Financial Group is a registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers customized wealth management, discretionary portfolio management, and comprehensive financial planning, employing a wide range of securities and strategies tailored to client objectives.

Richard Loria is a financial advisor with MPS-LORIA Financial Planners, LLC, holding Series 63 and Series 65 registrations and offering 35 years of industry experience. He has been with MPS-LORIA Financial Planners and Loria Financial Group since 1999. Outside of advisory work, he is an independent licensed insurance agent and a managing member of Loria Financial Group, LLC. MPS-LORIA Financial Planners serves a varied client base including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm employs an open-architecture, predominantly discretionary investment approach, utilizing diversified allocations primarily composed of no-load mutual funds and ETFs and relies on quantitative screening and ongoing monitoring tools.

Jaxon Bennett is a financial advisor at Timothy Financial Counsel, Inc. with a Series 65 designation and under one year of industry experience. His prior roles include various positions at Wheaton College and local financial institutions. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm provides project-based advice on a range of financial topics and emphasizes diversified investment exposure through no-load mutual funds and ETFs, asset allocation, and periodic rebalancing.

Ryan Vance is a CFA® charterholder with over 20 years of industry experience. He joined Pendulum Wealth Partners in 2025 after two decades at Northern Trust Investments, Inc. He is based in Itasca, IL. Pendulum Wealth Partners is a team of nine advisors managing approximately $254 million for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a fundamental, primarily long-term investment approach across diversified portfolios and offers discretionary investment management, financial planning, and family office services.

Martin Buehler is a financial advisor with Vestor Capital, LLC in Chicago, holding Series 63 and Series 65 designations and 35 years of industry experience. He has been involved with VC Management, LLC and various Vestor Capital entities since 2010. Outside of his advisory work, he is a limited partner and passive investor in Aurora Sports Venture, LLC, a private real estate limited partnership. Vestor Capital provides investment and wealth management, portfolio management, and financial planning services to individuals, nonprofits, foundations, and qualified retirement plans. The firm employs a centralized Investment Committee that uses internal fundamental research to manage diversified portfolios across multiple asset classes and offers co-advisory and sub-advised strategies, supported by an affiliation with Focus Financial Partners.

James Varner is a CFP® and holds a Series 65 license with seven years of industry experience. He currently works at Financial Solutions Advisory Group in Chicago, where he has been since 2025. Prior to this, he spent seven years at HighTower Advisors LLC and over two decades at Leonetti & Associates, Inc. Financial Solutions Advisory Group serves individuals, corporations, pension and profit-sharing plans, and trusts through continuous investment advisory and portfolio management services. The firm employs a diversified investment approach combining fundamental, technical, quantitative, and qualitative analysis, and is notable for its pension plan consulting and quarterly newsletter publication.

Thomas Bono is a financial advisor with Monere Wealth Management, Inc. in Schaumburg, IL, holding Series 63 and Series 65 designations and bringing 48 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 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 with a focus on both discretionary and non-discretionary management.

Jeffrey Witz is a CFP® professional with nine years of experience at MEDIQUS Asset Advisors, Inc., where he has worked since 2011. He is based in Chicago, IL, and coordinates life and disability insurance sales for the firm’s clients. MEDIQUS Asset Advisors serves individuals, retirement plans, and medical groups with investment advisory, financial planning, and ERISA plan advisory services. The firm emphasizes long-term asset allocation and uses a combination of third-party research and platform algorithms to manage discretionary assets.

Michael Corbett is a financial advisor with Rothschild Wealth LLC, holding Series 65 and Series 66 licenses and bringing 16 years of industry experience. Prior to joining Rothschild Wealth in 2025, he worked at Perritt Capital Management, Inc. for 16 years. He is also president of the Perritt Funds, overseeing several microcap and low priced stock funds. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, corporate executive groups, trusts, retirement plans, and other institutional clients. The firm’s investment approach centers on asset-allocation models informed by quantitative analysis and client input, implementing portfolios through mutual funds, ETFs, equities, fixed-income securities, and sub-advisers.

Thomas Grooms is a CFA® charterholder with seven years of industry experience. He has worked at Sierra Summit Advisors LLC since 2024 and previously held roles at Northern Trust and Premier Asset Management LLC. Sierra Summit Advisors primarily serves high-net-worth individuals and institutional clients, providing discretionary investment management, financial planning, and consulting services. The firm employs a combination of fundamental, quantitative, and technical analysis across various strategies and routinely uses third-party managers under its oversight.