Jacob Szewczyk is a financial advisor with Chicago Wealth Management, Inc. He holds a Series 65 license and has been with the firm since 2025. Prior to joining Chicago Wealth Management, he gained experience at Wrobel & Associates and held various roles while attending the University of Iowa. Chicago Wealth Management provides investment management and financial planning services primarily to high-net-worth and high-income individuals, as well as non-profit and institutional clients. The firm employs a tactical investment approach focused on maximizing long-term returns while managing downside risk, utilizing a range of asset classes and ongoing model-driven rebalancing.

Thomas Broderick is a financial advisor at Signature Financial Services, Ltd with 26 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Signature Financial Services and First Heartland Capital since 2000 and 2001, respectively. Outside of finance, he is a minority investor and silent partner in a bar and event space. Signature Financial Services, Ltd provides portfolio management and financial planning to individual clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs a modern portfolio theory-based investment approach using mutual funds, ETFs, and third-party asset allocation strategies, offering services on both discretionary and non-discretionary bases.

Robyn O'Halloran is a financial advisor with Chicago Capital Management Advisors, LLC, holding a Series 65 credential and over 21 years of industry experience. She has worked at firms including American Trust Investment Services Advisory Inc. and Client First, LLC. Outside of advising, she is a sales consultant in technology solutions and engineering services. Chicago Capital Management Advisors provides discretionary portfolio management and financial planning to individuals, corporations, trusts, and retirement plans. The firm follows a fundamentals-driven investment process, offering tailored model strategies and using derivatives for hedging and income.

John Nowicki is a financial advisor at LCM Capital Management Inc. in Chicago, IL, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LCM Capital Management since 2002. In addition to his advisory role, he has worked as an independent insurance agent since 2001. 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.

Michal Gicala is a CFP® professional at Capstone Financial Advisors Inc with six years of experience, including prior work at Ikenberry Dining Services and a background in full-time education. Based in Downers Grove, IL, Michal has been with Capstone since 2020. Capstone Financial Advisors serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers portfolio management and financial planning with an investment approach focused on asset-class allocation, cost control, and tax positioning, managing approximately $2.44 billion in client assets across a multi-advisor team.

James Franke is a financial advisor at Rothschild Investment LLC in Chicago, IL, with 22 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Robert Baird & Co., Morgan Stanley, and Citigroup Global Markets. Rothschild Investment LLC provides investment advisory and financial planning services to individuals, trusts, corporations, pension and profit-sharing plans, and institutional retirement plans. The firm employs client-specific asset allocation models and quantitative analysis, offering discretionary and non-discretionary portfolio management, retirement plan consulting, and management of pooled vehicles and an affiliated private fund.

Tom Sleeter is a financial advisor with Ruggaard & Associates, holding a Series 66 credential and over 27 years of industry experience. His career includes roles at LPL Financial and Cetera Advisor Networks LLC, and he has been involved with multiple family farming enterprises since the early 1990s. Outside of financial advising, he serves as a board member for two nonprofit organizations related to a recreational island and a rural cemetery. Ruggaard & Associates provides investment management and financial planning services to individual clients, including high-net-worth households, as well as pension and corporate retirement plans. The firm employs a variety of analytical approaches and strategies tailored to client objectives, combines investment management with tax preparation, and offers quarterly reviews and detailed reporting.

Margaret Quinn is a Certified Financial Planner (CFP®) with 21 years of industry experience. She has been with Paradigm Wealth Management, LLC since 2014, where she is part of a six-advisor team based in Chicago, IL. Paradigm Wealth Management, LLC serves individuals, including high net worth clients, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and referrals to third-party money managers. The firm also manages held-away defined contribution plan accounts using a third-party platform and offers investment-related educational seminars for plan participants.

Jeremy Ander is a CFP® professional with Urban Financial Advisory Corporation, where he has worked since 2007. He is based in Chicago, IL, and has 19 years of experience with the firm. Urban Financial Advisory Corporation advises mid- to high-net-worth individuals and related entities, offering comprehensive financial planning and portfolio management. The firm integrates accounting and legal services alongside advisory work, and specializes in handling complex employer-sponsored benefit plans for clients.

James Longo Jr. is a CFP® and PFS™ credentialed financial advisor with 23 years of industry experience. He is currently with Cora Capital Advisors, where he has worked since 2025, following a long tenure at Osaic FA, Inc. In addition to his advisory role, Longo is involved in insurance sales and is the president of Paramount Wealth Advisors, a consulting company. Cora Capital Advisors is an SEC-registered fiduciary managing approximately $587 million for individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers wealth management, discretionary portfolio management, financial planning, and retirement plan advisory services, employing a long-term, fundamental investment approach tailored to client goals and risk tolerance.

Paul Embree is a financial advisor with Embree Financial Group in Chicago, IL, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at LPL Financial Corporation since 2009 and has been associated with Waterstone Financial Group and Moody Investment Advisors, Inc. since the early 2000s and 1990s, respectively. Embree Financial Group provides holistic financial planning, discretionary investment management, and retirement plan consulting to individuals and institutions, including high net worth clients and corporate entities. The firm manages assets through a fiduciary approach using fundamental, technical, and cyclical analysis, and offers customized reporting and fee arrangements.

James Veers is a CFP® and CFA® credentialed financial advisor with three years of industry experience. He currently serves at Studio Investment Management and previously worked at Great Lakes Advisors and Lombardia Capital Partners. Studio Investment Management provides discretionary investment management, financial planning, and investment consulting for individuals, high-net-worth clients, trusts, partnerships, retirement plans, and certain government entities. The firm emphasizes fundamental analysis, price sensitivity, and a long-term investment approach while incorporating cost and tax awareness in its portfolio management.

Bradley Cohen is a financial advisor at North Star Investment Management Corporation with 24 years of industry experience. He has been with North Star since 2006 and previously worked at Mid Atlantic Capital Corporation from 2016 to 2018. Cohen holds the Series 63 and Series 65 designations. North Star Investment Management Corporation provides discretionary portfolio management and financial planning services to a range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $2.5 billion in assets and often uses its own mutual funds as part of its investment strategies.

John Postel III is a financial advisor at Cohen Capital with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James & Associates and JPMorgan Chase. He is also a licensed insurance professional in a non-investment capacity. Cohen Capital is an SEC-registered investment adviser that offers discretionary investment management, wealth management, and financial planning services to individuals, trusts, businesses, pooled vehicles, and institutional accounts. The firm emphasizes a long-term portfolio approach using low-cost, diversified mutual funds and ETFs, while also employing other investment strategies and third-party managers as appropriate.

Logan Guess is a Series 65-registered advisor with LCM Capital Management Inc. in Chicago, IL, with five years of industry experience. He has worked at LCM Capital Management since 2021 and previously held positions at WestRock and other firms dating back to 2016. LCM Capital Management serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations by providing discretionary portfolio management, pension consulting, and participant education. The firm’s investment approach emphasizes fundamental analysis and sector leadership, primarily investing in S&P 500 and EAFE equities with a focus on long-term holdings, while occasionally using derivatives and borrowing strategies.

Joshua Youel is a financial advisor at SAGE Private Wealth Group, LLC, with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Brighthouse Financial, Motorola Solutions, and LaSalle Investment Management Inc. He has been with SAGE Private Wealth Group since 2023. SAGE Private Wealth Group is an SEC-registered advisory firm that serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm offers wealth management and discretionary portfolio management using a client-specific process and a variety of investment strategies, including equities, fixed income, ETFs, and alternative investments.

Thomas Janes is a CFA® charterholder with seven years at Rothschild Investment LLC and four years as an investment management consultant, totaling eleven years of industry experience. He is based in Chicago, IL. Rothschild Investment LLC provides investment advisory and financial planning services to individuals, trusts, corporations, pension and profit-sharing plans, and other institutional retirement plans. The firm employs client-specific asset allocation models integrating tax, estate, cash-flow, and risk-tolerance factors and offers comprehensive portfolio management, retirement consulting, and monitoring services.

Michael Grady is a financial advisor at Asset Strategies, Inc with over 41 years of industry experience. His career includes roles at E.F. Hutton & Co. LLC and Chicago Capital Management Advisors, where he serves as president of the affiliated registered investment advisory. He is also a director of the Upward Foundation, a charitable organization providing support and scholarships to disadvantaged individuals. Asset Strategies, Inc. offers discretionary portfolio management and financial planning to individual and charitable clients, managing approximately $59.7 million in discretionary assets. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to implement long- and short-term investment strategies across various asset classes.

Pearlyn Manieri is a financial advisor at Rebellion Asset Management, LLC with 19 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at Podium Markets Securities, LLC, VYGR Digital Securities, LLC, and Glacial Point Capital LLC. Manieri is also involved in consulting for a new broker-dealer as part of her other business activities. Rebellion Asset Management is a five-advisor firm serving families, high-net-worth individuals, trusts, charitable entities, corporations, and business clients. The firm manages approximately $91.8 million in discretionary assets and employs a combination of quantitative methods, technical analysis, third-party research, and options strategies, including a specialized option overlay program and sub-advisory services.

Peter Cecil is a financial professional at Embree Financial Group with six years of industry experience. He previously worked at Cetera Investment Advisers, Cetera Advisors LLC, PNT Financial, Akuna Capital LLC, and Citigroup Derivatives Markets Inc. Outside of his advisory role, he serves as president of North Shore Ice Arena LLC, a nonprofit hockey rink, and is licensed to sell fixed insurance products. Embree Financial Group provides holistic financial planning, discretionary investment management, and retirement plan consulting to individuals, families, trusts, and institutions. The firm serves both high-net-worth and non-HNW clients and integrates fundamental, technical, and cyclical analysis into its investment process.