Catalina Ulloa is a financial advisor at Centric Wealth Management, LLC with 10 years of industry experience. She has held positions at Centric Wealth since 2018 and previously worked at Merrill from 2015 to 2018. Ulloa holds a Series 66 designation and is based in Chicago, IL. Centric Wealth Management, LLC is an SEC-registered advisory firm that provides discretionary investment management, financial planning, and retirement-plan participant account management. The firm serves individual clients, including high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and business entities, using proprietary model strategies and a combination of fundamental, technical, quantitative, and qualitative analysis.

Steven Norvid is a CFA® charterholder and holds a Series 65 license with 17 years of industry experience. He joined Rothschild Wealth LLC in 2025 after 13 years at Siligmueller & Norvid Wealth Advisors LLC. 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 uses a combination of quantitative and qualitative analysis to build and monitor diversified portfolios tailored to tax, estate, cash-flow, and risk considerations.

Peter Babilla is a CFP® professional with over 40 years of experience in the financial services industry. He is currently with Vertex Partners and has previously worked at Morgan Stanley and LPL Financial. Babilla is also involved with Avant Holistic Wealth Management and has experience in non-variable insurance through affiliations with Ohio National Life and Capitas Financial Midwest. Vertex Partners provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm focuses on tailored portfolio management based on clients’ risk tolerance, time horizon, and liquidity needs, employing diversified strategies through various investment vehicles and third-party program platforms.

Ryan Buffone is a financial advisor with Mountain Capital Investment Advisors Inc in Chicago, holding a Series 65 credential and one year of industry experience. Prior to joining Mountain Capital, he worked as a first officer pilot for United Airlines and SkyWest Airlines. He is also the owner of Career Nav LLC, a career coaching and interview preparation business. Mountain Capital Investment Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with discretionary wealth management and financial planning. The firm focuses on long-term portfolio construction using diversified, low-cost mutual funds and ETFs, combining fundamental and technical analysis to tailor investments to client goals and risk tolerance.

Daniel Wood is a CFP®, CFA®, and holds a Series 65 license with eight years of industry experience. He has been with Zimmerman Wealth Management, LLC since 2018 and previously worked at State Farm VP Management Corp. and State Farm Insurance from 2016 to 2018. Zimmerman Wealth Management is an SEC-registered advisory firm serving individuals, trusts, employee benefit plans, charitable organizations, and privately held entities. The firm employs a conservative, long-term asset allocation strategy using mutual funds, ETFs, and closed-end funds, providing discretionary portfolio management and comprehensive financial planning.

Cassandra Duehring is a financial advisor with Timothy Financial Counsel, Inc., holding a Series 65 designation and beginning her industry career in 2025. Prior to joining the firm, she held various roles including positions at Wells Vehicle Electronics and involvement with Wheaton College Arena Theater and Wheaton College. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm emphasizes diversified exposure through no-load mutual funds and ETFs, focuses on asset allocation and periodic rebalancing, and operates without discretionary authority or custody of client funds.

Kyle Mc Grath is a CFA® charterholder with a Series 66 license and two years of industry experience. He is currently with Riverpoint Wealth Management and previously worked at Kovitz Investment Group, Focus Financial Partners, and AllianceBernstein Investments, Inc. Riverpoint Wealth Management is an independent firm serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary asset management, financial planning, and 401(k) consulting, tailoring portfolios using a range of investment vehicles and applying quantitative analysis and third-party research.

John Kearney is a CFA® charterholder with 14 years of industry experience. He has been with Parkside Investments, LLC since 2017 and previously worked at Cedar Hill Associates LLC for eight years. Parkside Investments is an SEC-registered adviser serving high net worth individuals, families, foundations, and various institutional clients. The firm emphasizes a fundamental, long-term large-cap core equity investment approach supplemented by fixed income, ETFs, option-based strategies, and private investments, managing over $1 billion in client assets with a small advisory team.

Haley Staniszewski is a financial advisor with Journey Financial Group, Inc. in Buffalo Grove, IL. She holds a Series 66 designation and has three years of industry experience, including roles at Osaic Wealth, Inc. and Augustus Labs, LLC. In addition to her advisory work, she provides notary public services to existing clients at Journey Financial Group. Journey Financial Group serves individual clients across a range of wealth levels as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, employing firm-developed model portfolios that cover a spectrum of risk profiles and incorporating both fundamental and technical analysis.

Michael Fisherman is a financial advisor with Zuckerman Investment Group, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Zuckerman Investment Group since 2013. Zuckerman Investment Group provides comprehensive family wealth management services to high net worth individuals, families, trusts, partnerships, retirement plans, and charitable foundations. The firm employs a value-oriented, long-term investment approach with a focus on customized portfolios and tax-aware management across a range of asset classes.

Mark Resnik is a financial advisor at Burling Wealth Partners in Chicago, IL, holding a Series 65 designation with 20 years of industry experience. His prior roles include positions at AT Investment Advisers Inc. and Geneva Investment Management of Chicago, LLC. 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 through a client-centered, long-term approach that integrates both fundamental and technical research.

Aristotle Petruleas is a financial advisor at North Star Investment Management Corporation with the Series 65 designation and four years of industry experience. He has worked at North Star since 2020 and previously spent 14 years at Fifth Third Banks (formerly MB Financial Bank). North Star Investment Management Corporation serves a range of clients including individuals, pension plans, trusts, and charitable organizations, offering discretionary portfolio management, financial planning, and family office services. The firm manages approximately $2.5 billion in client assets and is notable for its sponsorship of multiple mutual funds used frequently in client portfolios and its integrated managed-account reporting for other advisers.

Shea Brown is a financial advisor at Vantage Point Financial, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience in education and hospitality, including roles at Northern Illinois University and R House Martini Bar. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners, offering investment management, financial planning, and wealth consulting services. The firm employs a fiduciary, customized approach focused on long-term portfolio construction using low-cost mutual funds and ETFs, while also incorporating a range of other investment options and integrated planning advice.

Patrick Lyman is a CFP® and holds a Series 66 license with five years of industry experience. He has been with Sequoia Wealth Management and LPL Financial since 2020. Outside of financial advising, he serves as president of the BNI Referral Champions nonprofit board and is a board member of the Chicago Illini Club; he also works as an online tutor in economics, math, and beginner finance. Sequoia Wealth Management advises individuals, trusts, corporations, and employer retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm employs a hybrid advisory approach combining discretionary and non-discretionary management, utilizing quantitative optimization, technical analysis, and option strategies, and reported approximately $600 million in assets under management.

Katie Tucker is a financial advisor at Vestor Capital, LLC in Chicago, IL, holding a Series 65 designation. She joined Vestor Capital in 2025 and previously worked at Northern Trust from 2022 to 2025. Her background also includes positions at the University of Iowa College of Medicine and ML Group Design & Development. 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 employs a centralized Investment Committee and uses diversified strategies across various asset classes, managing approximately $2.28 billion in advisory assets as of December 2025.

Teri Shaw is a financial advisor at Carter Financial Group, Inc. with 20 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has worked at Carter Financial Group since 2021 and previously at Voya Financial Advisors. Outside of her advisory role, she serves as the Chief School Business Official for Mokena Public Schools, managing multiple departments including business operations and transportation. Carter Financial Group provides investment management and financial planning services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs proprietary model portfolios and combines quantitative analysis with third-party managers to implement and rebalance client strategies.

Chadwick Schlett is a CFA® charterholder with 11 years of industry experience. He has been with Rothschild Investment LLC since 2014. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting to individuals, families, trusts, foundations, corporations, and plan sponsors. Rothschild emphasizes working with entrepreneurs and closely held business owners and manages private pooled Conduit Funds that invest in third-party private funds.

John Karras is a financial advisor at Eastgate Capital Advisors LLC with a Series 65 designation and one year of industry experience. Prior to joining Eastgate, he held legal positions at several law firms including Gould & Ratner and DLA Piper LLP. He is also associated with Thana Holdings LLC. Eastgate Capital Advisors is a fee-only multi-family office serving individuals, affluent families, retirement accounts, trusts, and other legal entities. The firm manages approximately $271 million across 55 client relationships and offers comprehensive wealth management services, including investment management, financial planning, trust and estate planning, and investment-related tax planning.

Anthony Baxmann is a financial advisor at Monere Wealth Management, Inc. in Schaumburg, Illinois, holding a Series 66 designation with three years of industry experience. He has been associated with Monere Investments Inc. since 2000. Monere Wealth Management is a team-based advisory firm managing approximately $312 million in assets, serving individual and high-net-worth clients, pension plans, charities, and business accounts. The firm provides financial planning, portfolio management, pension consulting, and manager selection through various advisory account types, primarily on a non-discretionary basis.

Robert Green is a financial advisor at Regal Advisory Services, Inc. in Glenview, IL, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has worked at Regal Advisory Services since 2007 and has been associated with Regal Securities and Investrade Discount Securities since 2000. Regal Advisory Services, Inc. serves individuals, corporations, retirement plans, trusts, foundations, and institutional clients through a team of 15 advisors, managing approximately $113.5 million in assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory, employing a blend of fundamental and quantitative research tailored to client goals and risk tolerance.