Ryan Kaczmarek is a CFP® and Series 65-licensed advisor with five years of industry experience. He is currently with Harvest Investment Services, LLC and Envoy Advisory Inc., having previously worked at Paulson Wealth Management Inc. from 2020 to 2024. He also serves as a co-trustee for a family trust managing his mother’s investment accounts. Harvest Investment Services, LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charities, corporations, and other advisers. The firm employs an actively managed tactical strategy using fundamental, technical, cyclical, and charting analysis across a diverse client base through a multi-advisor team structure.

Christopher Duff is a financial advisor at Keebeck Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked at Keebeck Wealth Management since 2018 and AXA Advisors from 2016 to 2018. Duff is also involved with Wells, Roselieb and Raia Wealth Management as a registered sales assistant, where he supports trading, portfolio analysis, and client review processes. Keebeck Wealth Management provides discretionary portfolio management to individuals, retirement plans, and corporate clients, overseeing approximately $2.03 billion in assets. The firm uses third-party managers and a TAMP platform, employing various investment strategies including technical and fundamental analysis, derivatives, and digital assets, with an emphasis on pooled-vehicle management.

Richard Johnson is a financial advisor with PCG Wealth Management in Lombard, IL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Waddell & Reed, Inc., various insurance carriers, and LPL Financial. Outside of his advisory work, he is involved with RKJ & Associates, a tax preparation and accounting firm. PCG Wealth Management serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, providing discretionary investment management, financial planning, and retirement plan consulting. The firm employs a primarily long-term, customized investment approach using diversified mutual funds and ETFs, with flexibility to include other investment vehicles, and maintains a strong focus on retirement-plan fiduciary services.

Zachary Patzik is a CFP® and CFA® charterholder with five years of industry experience. He is currently with Burling Wealth Partners and previously worked at RMB Capital Management, Morningstar, and Northern Trust. Burling Wealth Partners is an SEC-registered advisory firm serving individuals, family offices, trusts, estates, private foundations, corporations, and qualified retirement plans. The firm offers comprehensive financial planning and investment management with a client-centered, long-term approach that incorporates tactical trading and diverse asset classes.

Kathleen Helminski is a Series 65-licensed financial advisor with Oak Family Advisors, LLC in Chicago, IL, where she has worked since 2013. She has 12 years of industry experience. Oak Family Advisors provides personalized investment management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs a fundamental analysis approach combined with strategic core-and-satellite asset allocation, offering globally diversified portfolios managed on a discretionary or non-discretionary basis.

Mary Allvine is a financial advisor at Doyenne Wealth Advisors with 27 years of industry experience. She holds the CFP® designation and a Series 65 license. Prior to joining Doyenne Wealth Advisors in 2022, she worked for 25 years at Brownson, Rehmus & Foxworth, Inc. Doyenne Wealth Advisors provides personalized financial counseling and non-discretionary investment advisory services primarily to high-net-worth individuals, senior corporate executives, and related trusts, foundations, and endowments. The firm operates on a fee-only basis, emphasizing long-term, diversified asset allocation and delivering comprehensive planning across investment allocation, tax sensitivity, retirement, and estate counseling.

Ethan Schmidt is a CFP® with nine years of industry experience, currently advising clients at Rothschild Wealth LLC. His prior roles include positions at AlphaCore Capital LLC, Catalyst Wealth Management, and Bank of America, N.A. He holds a Series 66 license. Rothschild Wealth LLC serves individuals, high-net-worth clients, corporate executive groups, trusts, pension and profit-sharing plans, and other institutional and tax-exempt entities. The firm offers comprehensive financial planning and portfolio management services, utilizing asset-allocation models and quantitative tools to tailor investment strategies to client objectives and risk profiles.

Jeremy Lam is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Goldstone Financial Group, LLC and has prior experience at firms including Corient Services LLC, Ayco/Goldman Sachs & Co. LLC, and United Capital Financial Advisers, LLC. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing approximately $1.05 billion for individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers and model portfolios, implementing strategies that include mutual funds, ETFs, fixed income, and select alternatives.

Andrew Atseff is a financial advisor at Rothschild Wealth LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Rothschild Wealth LLC since 2012, with prior roles at World Equity Group and Halo Securities. He is also a managing director at Rothschild Wealth and a licensed life and health insurance agent. Rothschild Wealth serves individuals, high-net-worth clients, corporate executive groups, retirement plans, trusts, foundations, and other institutional clients, offering portfolio management, financial planning, and retirement and investment consulting. The firm employs asset-allocation models tailored to tax, estate, cash-flow, and risk considerations, using a range of investment vehicles and ongoing monitoring to manage client portfolios.

Ross Blauwkamp is a financial advisor at AZA Capital Management in Chicago, IL, holding Series 63 and Series 65 registrations with 12 years of industry experience. His prior roles include positions at Arete Wealth Advisors LLC and M.C. Vogel, LLC. AZA Capital Management is a team-based firm serving individuals, high-net-worth clients, other financial advisors and their clients, institutions, retirement plans, and charitable organizations. The firm uses a combination of quantitative analysis and qualitative research to implement tactical allocations within index-based and customized portfolios, offering a range of services including financial planning, separately managed accounts, and management of held-away assets.

Edward Smith is a financial advisor with Vertex Partners in Downers Grove, IL, holding Series 63 and Series 65 licenses and four years of industry experience. He has held roles at Vertex Planning Partners, LPL Financial, TPOD, and other organizations. Outside of his financial advisory work, Smith serves as the head rugby coach for the Chicago Blaze Rugby Club. Vertex Partners provides advisory services to individuals, trusts, estates, retirement plans, and various entities through financial planning, investment and wealth management, and consulting. The firm uses a combination of active and passive strategies focused on asset allocation, diversification, and behavioral finance, and has affiliations with accounting and manager platforms to support integrated client solutions.

Vanessa Martinez is a financial advisor with Expressive Wealth LLC in Chicago, holding Series 63 and Series 65 credentials and 16 years of industry experience. Her prior roles include positions at Em-Powered Network and Hightower Advisors. She volunteers with SER Summits Inc., a community-building organization that hosts an annual conference for Latino Financial Advisors. Expressive Wealth LLC serves individuals, high-net-worth clients, trusts, estates, and retirement plans, offering discretionary asset management, ERISA 3(38) plan services, modular financial planning, and consultation. The firm employs a client-focused investment approach incorporating fundamental, technical, and cyclical analysis, with oversight of sub-advisors and quarterly account reviews.

Timothy Pearce is a financial advisor with One Wealth Capital Management, LLC in Chicago, holding CFP®, Series 63, and Series 65 credentials and 10 years of industry experience. His prior roles include positions at MassMutual Life, Guardian Life Insurance, Park Avenue Securities, and Northwestern Mutual. He is also a licensed insurance agent engaged in general insurance sales. One Wealth Capital Management is an SEC-registered advisory firm managing approximately $307 million for individual and high-net-worth clients, as well as institutions such as foundations, trusts, and retirement plans. The firm employs a macro-environmental approach to tactical asset allocation with sector rotation and a relative growth/value framework, using a combination of mutual funds, ETFs, individual securities, and alternatives.

Amy Weigand is a CFA® charterholder and holds a Series 66 license, with four years of experience in the financial services industry. She currently works at Altman Advisors, a team-based firm in Chicago, where she has been since 2025. Prior to this, she held roles at VCI Wealth Management LLC, AE Wealth Management, FEFA Asset Management, and Wells Fargo Clearing Services. Altman Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm manages approximately $427.9 million in discretionary assets and employs a fundamental analysis and strategic asset allocation approach across a broad range of investment instruments.

Gino Poli is a Certified Financial Planner® with seven years of industry experience. He is currently with Pendulum Wealth Partners, having previously worked at Ameriprise, Alliance Global Partners, and J.P. Morgan Securities among others. Outside of advisory work, Poli is a licensed insurance agent involved in insurance sales and implementation of insurance recommendations. Pendulum Wealth Partners serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans through discretionary portfolio management and financial planning. The firm employs a fundamental, long-term investment approach and offers a family office suite including tax projections and estate strategies, managing approximately $283 million for around 267 clients.

Peter Lisnic is a financial advisor at Hunter Capital Management with 12 years of industry experience. He holds a Series 66 designation and has worked at Hunter Capital Management since 2021, following a seven-year period operating under his own name. Hunter Capital Management is an SEC-registered investment adviser that serves high-net-worth individuals, pooled investment vehicles, and institutional clients. The firm manages assets across separate accounts, a registered mutual fund, and private pooled vehicles, employing value-oriented equity strategies and a unique commodity subadviser arrangement within one private fund.

Peter Gottlieb is a financial advisor at North Star Investment Management Corporation with 36 years of industry experience. He has worked with the firm since 2004 and previously held roles at Mid Atlantic Capital Corporation and Copley Financial Services Corp. Gottlieb serves as president of North Star Family Office, providing customized family office services. North Star Investment Management Corporation serves individuals, pension plans, trusts, charitable organizations, and corporations, offering discretionary portfolio management, financial planning, family office services, and participation in wrap-fee programs. The firm manages roughly $2.5 billion in client assets and frequently allocates client portfolios into its own mutual funds as part of its investment strategy.

Angela Williams is a Certified Financial Planner® with 16 years of industry experience. She has been with Wealthquest Corporation in Oak Brook, IL since 2013 and holds the Series 63 and Series 66 licenses. Wealthquest Corporation serves individuals, families, retirement plans, charitable organizations, businesses, trusts, and estates through tiered advisory programs that integrate portfolio management, financial planning, estate-planning assistance, and tax return preparation. The firm manages approximately $2.22 billion for about 1,583 clients using a multi-advisor team approach and offers both discretionary and non-discretionary services.

Sean Prendergast is a financial advisor at MPS-LORIA Financial Planners, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, Charles Schwab, and Hightower. Outside of his advisory role, he serves as a high school football official for the Chicago Catholic League. MPS LORIA Financial Planners, LLC serves individual clients, including high-net-worth individuals, as well as corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm employs a predominantly discretionary, open-architecture investment approach focused on diversified allocations using no-load mutual funds and ETFs, supported by quantitative screening and research from Fiducient Advisors.

Cory Shepherd is a Certified Financial Planner™ (CFP®) and Chartered Financial Consultant (ChFC®) with 16 years of industry experience. He is a managing member of Lantern Tree Media Development Group, LLC, a media property development company, and co-author of the book *Your Business Your Wealth*, which involves related speaking engagements. Shepherd has worked at Sound Financial, LLC since 2017 and previously at Park Avenue Securities. Sound Financial, LLC is a team-based registered investment adviser with seven advisors managing approximately $170 million for individuals, high-net-worth clients, and business entities. The firm integrates Modern Portfolio Theory with model allocations and third-party money managers, providing tailored financial planning and portfolio management through various platforms and emphasizing higher-touch consulting services.