Conner Boillat is a CFP® professional at LVW Advisors, LLC in Chicago, IL, with one year of industry experience. His prior roles include positions at The Sales Collective and multiple entrepreneurial ventures such as The Hobby Edge, Inc. and RocPokemon. LVW Advisors provides customized wealth management and financial planning for high-net-worth individuals, families, trusts, and institutional clients. The firm emphasizes asset allocation and diversification, employs both passive and active investment strategies, and leverages a notable affiliate network through Focus Financial Partners to offer specialized client solutions.

David Jutovsky is a financial advisor with Financial Solutions Advisory Group in Chicago, holding the PFS™ credential and Series 63 and 65 licenses. He has 24 years of industry experience, including roles at Hightower Advisors LLC and Leonetti & Associates, LLC. Outside of his advisory work, he serves as president of JDL Private Tax Services, a tax preparation company. Financial Solutions Advisory Group manages approximately $900 million in discretionary assets for individuals, corporations, pension and profit-sharing plans, and trusts. The firm employs a comprehensive investment approach that combines fundamental, technical, quantitative, and qualitative analysis, and it emphasizes pension and profit-sharing plan consulting and participant education.

James Kozak is a financial advisor at Uhlmann Investment Management, L.L.C. with 34 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Uhlmann Price Securities, Robertson Stephens Advisors, and Roth Capital Partners. Outside of his advisory role, Kozak is a board member of Waverly AV Management, a travel nursing staffing company, and is involved with several investment-related ventures, including co-founding OnPoint Analytics Capital Partners. Uhlmann Investment Management provides discretionary and non-discretionary portfolio management to individuals, institutions, and trusts, using fundamental analysis and long-term asset allocation to match portfolios with clients’ objectives and risk tolerance. The firm offers managed portfolios combining stocks, bonds, ETFs, and alternatives, and integrates third-party managers and custodial model programs within its advisory services.

Arthur Frasca is a financial advisor at Regal Advisory Services, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Noble Capital Partners since 2007. Outside of advising, he serves on the boards of VIBE Credit Union and multiple local governmental committees in Waterford Township, Michigan. Regal Advisory Services, Inc. provides financial planning, portfolio management, and retirement plan advisory services to individuals, including high-net-worth clients, as well as trusts, foundations, and business entities. The firm utilizes a combination of fundamental and quantitative research, offering discretionary and non-discretionary managed accounts through proprietary strategies and third-party platforms.

Matthew Delduchetto is a financial advisor with Excalibur Management Corp in Wilmette, IL, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He previously worked at BNP Paribas Securities Corp. for five years before joining Excalibur Management in 2021. Excalibur Management Corporation provides discretionary investment management and integrated financial planning to high-net-worth individuals, families, trusts, foundations, endowments, and closely held business entities. The firm combines top-down macroeconomic analysis with bottom-up fundamental and technical security analysis to tailor portfolios based on clients’ liquidity, tax, concentration, and cash-flow needs, managing approximately $712 million in regulatory assets for about 300 clients.

Sarah Stone is a financial advisor at Vestor Capital, LLC in Chicago, IL, holding a Series 65 credential. She has one year of experience in the advisory industry, including prior roles at AlphaSense and Watson Dwyer. Vestor Capital provides investment and wealth management, portfolio management, and financial planning services to individuals, not-for-profit organizations, foundations, and qualified retirement plans. The firm uses an Investment Committee to guide diversified strategies across multiple asset classes and offers co-advisory programs, standalone planning services, and access to affiliated offerings through Focus Financial Partners.

Justin Terzo is a financial advisor with Lake Street in Chicago, IL, holding a Series 66 designation and 16 years of industry experience. He has worked at Lake Street Financial since 2018 and previously spent eight years with Bank of America and Merrill. Mr. Terzo is also licensed as an insurance agent in Illinois and engages in related activities on a limited basis. Lake Street serves individual and high-net-worth clients, as well as business entities, retirement plans, trusts, estates, charitable organizations, private foundations, and insurance companies. The firm offers a range of investment management and advisory services, combining fundamental and technical analyses with an emphasis on diversification, tax awareness, and alignment to client risk profiles, and is notable for sponsoring affiliated private funds available to certain clients.

Erin Fogarty is a financial advisor at Wellment Financial in Elmhurst, IL, holding a Series 65 designation with seven years of industry experience. She has worked with FSR Wealth Management and FSR Insurance Planning, Ltd., where she is a licensed insurance agent. Wellment Financial provides investment management, manager selection, and financial planning services to individuals, high-net-worth clients, and institutions, focusing on retirement planning and tax strategies. The firm implements diversified model portfolios using various investment approaches and offers managed accounts through a third-party sub-advisor and wrap-fee platform.

Christopher Recker is a financial advisor at AZA Capital Management in Chicago, IL, with 18 years of industry experience. He has been with AZA Capital since 2014 and holds Series 63, Series 65, and Series 66 designations. Outside of his advisory role, Mr. Recker owns Atmos, LLC, a business focused on operational continuity services unrelated to investment management. AZA Capital Management serves individuals, families, financial advisors, institutions, retirement plans, and charitable organizations. The firm employs quantitative and qualitative methods to implement tactical, multi-factor asset allocation strategies primarily using index-based ETFs and custom fixed-income portfolios, and it frequently acts as a sub-advisor or strategy provider to other advisers and platforms.

Jacob Shamblott is a CFP® professional at Blue Line Capital with eight years of industry experience. He has held roles at BNY Mellon, LPL Financial, BMO Harris Bank, Bank of America, Merrill, and the University of Kansas. Shamblott is based in Chicago, IL, and has been with Blue Line Capital since 2024. Blue Line Capital is a team-based registered investment adviser managing approximately $131.9 million for about 121 clients. The firm offers discretionary portfolio management and comprehensive financial planning, utilizing a blend of fundamental, technical, and cyclical analysis alongside tactical and strategic asset allocation.

Kaitlin Hyland is a financial advisor at Horizon Wealth Management with four years of industry experience. She holds the Series 65 designation and has worked previously at Cresset Asset Management and Horizon Wealth Management. Horizon Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term, fiduciary investment approach using diversified portfolios of mutual funds, ETFs, and individual securities, supported by ongoing monitoring and periodic reviews.

Aaron Harrison is a financial advisor at Vertis Wealth, LLC with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services, Inc., Citizens Securities Inc., and Catholic Funeral Services. Vertis Wealth provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as corporations and charitable organizations. The firm emphasizes long-term, value-oriented equity selection, strategic asset allocation, and option strategies, tailoring services to client objectives.

Kyle Redd is a financial advisor at Vertis Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Trifound Advisory since 2022 and TriFound Financial since 2014. Outside of advisory services, he is also an insurance agent, offering insurance products and services to clients. Vertis Wealth provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as corporations and charitable organizations. The firm emphasizes long-term, value-oriented equity selection, strategic asset allocation, and option strategies, tailoring services to client objectives.

Kevin Coyle is a financial advisor at Coyle with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Coyle Financial Counsel, Inc. since 1988, serving as its vice president. Outside of advisory work, he holds managerial roles in several business-to-business service companies and a publishing company. Coyle serves individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities, providing discretionary and non-discretionary asset management along with financial assessment, wealth advisory, project-based planning, and family legacy services. The firm’s investment approach integrates tactical and strategic asset allocation, individualized portfolio construction, and security-level analysis using various research methods to align portfolios with client goals and risk tolerance.

Brian Szymczak is a financial advisor with Wellment Financial and holds a Series 65 designation. He has five years of industry experience and has worked at FSR Wealth Management, Ltd. and Portfolio Solutions Group. He is also associated with FSR Insurance Planning, Ltd. as a licensed insurance agent. Wellment Financial provides investment management, manager selection, and financial planning services to individuals, high-net-worth individuals, and institutional clients. The firm focuses on retirement planning with an emphasis on tax strategies and uses diversified model portfolios managed through a third-party sub-advisor and wrap-fee platform.

Melissa Diamond is a financial advisor with North Star Investment Management Corporation in Chicago, IL, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has worked at North Star since 2003 and at NewEdge Securities since 2016. North Star Investment Management Corporation serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing discretionary portfolio management, financial planning, and family office services. The firm manages approximately $2.5 billion in client assets and frequently utilizes its proprietary mutual funds within client portfolios.

Kevin Mack is a financial advisor with Mack Investment Securities, Inc. in Northfield, IL, holding a Series 66 designation and 14 years of industry experience. He has been with Mack Investment Securities since 2006. Mack Investment Securities advises individuals, pension and profit-sharing plans, corporations, and other custodial accounts, offering services such as portfolio management, financial planning, pension consulting, and market-timing. The firm employs a manager-of-managers structure combining sub-adviser oversight and firm-run model strategies, with some models allowing tactical asset allocation shifts and use of ETFs, including leveraged and inverse products.

Brendon Pierce is a financial advisor with Chicago Oakbrook Financial Group, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Allianz Global Investors and Commonwealth Financial Network. Outside of his advisory work, he is the owner of Fox Hill Ventures, LLC. Chicago Oakbrook Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses with customized wealth management, discretionary portfolio management, and comprehensive financial planning. The firm employs a wide range of securities and investment strategies tailored to client objectives and maintains an institutional relationship with Raymond James for custodial and research support.

David Dickman is a CFP® professional with seven years of industry experience, currently serving at Rothschild Investment LLC in Chicago, IL. His prior experience includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank NA. 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 that incorporate tax, estate, cash-flow, and risk-tolerance factors, and it offers services such as portfolio management, retirement plan consulting, and management of pooled vehicles and an affiliated private fund.

Collin Woulfe is a financial advisor at Greenstone Belt Wealth Advisors, LLC in Chicago, IL, holding a Series 65 designation. He has two years of prior experience at ORBA Wealth Advisors and began his financial services career after roles in education at Saint Xavier University and Lockport Township High School. Greenstone Belt Wealth Advisors serves individuals and families, including high-net-worth clients, providing fee-based financial, estate, tax, and retirement planning alongside discretionary portfolio management. The firm’s investment approach is based on modern portfolio theory with an emphasis on diversification, cost minimization, and after-tax efficiency.