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.

Kenneth Green is a financial advisor with Uhlmann Investment Management, L.L.C. He holds the Series 63, Series 66, and Series 65 designations and has 36 years of industry experience. Kenneth has worked at Marc J. Lane & Company since 1995 and at Marc J. Lane Investment Management, Inc. since 2002. Uhlmann Investment Management provides discretionary and non-discretionary portfolio management to individuals, institutions, and trusts, utilizing a fundamental analysis approach to match portfolios with clients’ objectives and risk tolerance through a mix of stocks, bonds, ETFs, mutual funds, and alternatives. The firm offers various managed-account solutions and employs third-party managers, supporting client-specific restrictions and exclusions.

Maureen James is a financial advisor at Apollon Financial, LLC with 16 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2015 and at Highpoint Advisor Group from 2016 to 2022. Outside of her advisory work, she has experience as a bookkeeper on a home-based basis. Apollon Financial, LLC is an SEC-registered advisory firm that serves individuals, high-net-worth clients, families, family offices, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team of 16 advisors, blending centrally managed model strategies with advisor-led portfolios and offering a range of investment options including ESG and tax-aware techniques, supported by third-party and AI technologies.

Brian Korienek is a financial advisor with Goldstone Financial Group, LLC, holding a Series 66 license and 12 years of industry experience. He has worked with Goldstone Financial Group since 2014 and was previously associated with TCM Securities Inc. He is also a licensed insurance agent offering life, health, and fixed annuities. Goldstone Financial Group provides investment advisory and financial planning services to individuals and high-net-worth clients. The firm employs a mix of fundamental, technical, and quantitative methods aligned with modern portfolio theory and offers a variety of strategies including tactical ETF models and alternative approaches such as options-based and hedged strategies.

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.

Matthew Hart is a CFP® professional at Feldman, Ingardona & Co with three years of industry experience. He has been with the firm since 2019 and previously worked at Aon from 2015 to 2019. Feldman, Ingardona & Co provides investment advisory and portfolio management services primarily to high-net-worth individuals, families, and institutional clients, focusing on long-term strategic asset allocation and manager selection. The firm employs a combination of active and passive mutual funds and ETFs, regularly reviews portfolios, and offers both discretionary and non-discretionary management.

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.

Connor Ladone is a financial advisor at Rothschild Wealth LLC with a Series 66 designation and four years of industry experience. He previously worked at UBS Financial Services from 2018 to 2025 and has held roles at Baxter International and Loyola University (Chicago). Ladone currently serves as an investment adviser design analyst and portfolio specialist. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, corporate executive groups, trusts, retirement plans, and institutional clients. The firm’s investment process focuses on asset-allocation models supported by quantitative analysis and employs a range of investment vehicles including mutual funds, ETFs, equities, and fixed-income securities.

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.

Scott Steiner is a CFP® and Series 66 licensed advisor with 23 years of industry experience. He is currently with Sovereign Financial Group, Inc., where he has worked since 2026. His prior experience includes roles at Calamos Wealth Management LLC, Raymond James & Associates, Inc., Wells Fargo Clearing, Ehlert Financial Group, Inc., and PRUCO Securities, LLC. Sovereign Financial Group serves individuals, high-net-worth clients, trusts, estates, retirement plans, businesses, and other RIAs by providing investment management, financial planning, and advisory services. The firm employs a long-term, portfolio-focused investment approach that incorporates low-cost funds, individual securities, and derivatives, supported by fundamental and technical analysis with AI tools.

Daniel Fitzgerald is a CFP® with 13 years of industry experience, currently serving as an advisor at Pinnacle Financial Group LLC. He is a managing member of ALBATROSS41, LLC, which owns 50% of Pinnacle Financial Group. Pinnacle Financial Group LLC is a fee-only, SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm combines modern portfolio theory with factor investing and quantitative optimization, offering personalized financial planning and investment management through a small team of four advisors.

John Harris is a CFP® and holds a Series 66 license with six years of industry experience. He is currently an advisor at Zimmerman Wealth Management, LLC, where he has worked since 2025. Prior to joining Zimmerman, he held positions at Pathstone and Valic Financial Advisors, and has experience in both academic and corporate settings. Zimmerman Wealth Management is an SEC-registered advisory firm that provides discretionary investment management, comprehensive financial planning, and pension consulting to a diverse client base including individuals, trusts, employee benefit plans, charitable organizations, and privately held entities. The firm employs a conservative, long-term asset allocation approach using a mix of mutual funds, ETFs, and closed-end funds, with accounts typically managed on a discretionary basis and supported by ongoing monitoring and written reporting.

Christopher Anest is a financial advisor at Activ8 Family Office LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at Octagon Financial Services, Inc. for eight years and Cross America Partners for one year. Activ8 Family Office primarily serves professional athletes and their related families, trusts, estates, retirement vehicles, and businesses. The firm offers a Holistic Client Management Program that includes financial planning, investment management, cash management, and tax services, utilizing outsourced CIO and TAMP platforms with individualized portfolios.

Susan Szalczynski is a CFP® and holds a Series 66 license with 26 years of industry experience. She is affiliated with Signature Financial Services, Ltd and has worked at First Heartland Capital, Inc. and James B. Szal & Co. for over two decades. Signature Financial Services provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and business entities. The firm’s investment approach is asset-allocation driven and grounded in modern portfolio theory, utilizing model portfolios and institutional strategists across various asset classes.

Philip Gordon is a financial advisor at Altman Advisors in Chicago, IL, holding a Series 65 designation with two years of industry experience. Prior to joining Altman Advisors, he spent over two decades at Utah Valley University. Outside of his advisory role, he operates a short-term rental business in Denver through Pretty Big Orange, LLC. Altman Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm emphasizes fundamental analysis and strategic asset allocation, offering a broad range of investment instruments and a wrap fee program that absorbs transaction costs.

Anne Petty is a CFP® professional with 14 years of industry experience. She has worked at Doyenne Wealth Advisors since 2022 and was previously with Brownson, Rehmus & Foxworth, Inc. for six years. Based in Chicago, IL, she is part of a team of ten advisors at Doyenne Wealth Advisors. 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 emphasizes long-term, diversified asset allocation and operates on a fee-only, independent basis, managing over $1.8 billion under a non-discretionary model.

George Carroll is a financial advisor at Regal Advisory Services, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Regal Securities and Loyola Marymount University. Regal Advisory Services, Inc. serves individuals, including high-net-worth clients, as well as retirement plans, trusts, foundations, and business entities by providing financial planning, portfolio management, and retirement plan advisory services. The firm uses a combination of fundamental and quantitative research, offering a variety of managed account structures through proprietary and correspondent platforms.

Frederick Kort is a CFP® and Series 66-registered financial advisor with 19 years of industry experience. He is currently with Cura Wealth Advisors, LLC in Chicago, having previously worked at Arete Wealth Advisors, IHT Wealth Management, Insight Securities, and UBS Financial Services. Cura Wealth Advisors offers comprehensive portfolio management and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm manages over $527 million in assets and utilizes a variety of analytical methods and investment approaches, including options strategies, short sales, and access to alternative investments.