Lisa Bussenger is a financial advisor with Rothschild Wealth LLC and holds a Series 65 designation. She has 15 years of industry experience, including prior roles at Kinetic Investment Management, Inc. and Global Financial Private Capital. Bussenger also owns Bussenger Insurance & Financial Services, LLC. Rothschild Wealth LLC advises individuals, high-net-worth clients, corporate executives, trusts, pension and profit-sharing plans, and other institutional and tax-exempt entities. The firm uses asset-allocation models tailored to client goals and employs quantitative methods and third-party software to manage diversified portfolios.

Suzanne Wetzel is a financial advisor at Doyenne Wealth Advisors in Chicago, IL, holding a Series 65 designation with six years of industry experience. Her prior work includes roles at Brownson, Rehmus & Foxworth from 2005 to 2021 and positions at Mathnasium and Ipsd 204. Doyenne Wealth Advisors provides personalized, non-discretionary financial counseling and investment advisory services to high-net-worth individuals, senior corporate executives, and related trusts and foundations. The firm emphasizes long-term, diversified asset allocation and delivers comprehensive planning while clients retain final decision authority.

Sean O’Connor is a financial advisor with Serenity Investment Advisors, holding a Series 66 credential and eight years of industry experience. Prior to joining Serenity Investment Advisors in 2024, he operated O'Connor Wealth Planning LLC and worked at Ameriprise Financial Services Inc. Outside of advising, he assists with tax preparation and bookkeeping as a partner in Lisa A Spaay CPA LLC. Serenity Wealth Management provides fee-based investment advisory and financial planning services to a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm employs a tactical allocation approach supported by fundamental analysis and proprietary model portfolios that are tailored to client risk profiles.

Charles Carey is a financial advisor at Wellment Financial with a Series 65 designation and four years of industry experience. He has worked at FSR Insurance Planning, Ltd. and FSR Wealth Management Ltd. since 2020. Carey is also a licensed insurance agent assisting with life insurance and fixed annuity products. Wellment Financial provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and institutional sponsors. The firm uses vetted model portfolios and a sub-advisor platform focused on tax-aware retirement planning, managing approximately $237 million in discretionary assets.

Steven Franzen is a financial advisor at Vertex Partners with 25 years of industry experience. He holds the PFS™ designation and Series 66 license. Franzen has held roles at LPL Financial since 2009 and operates his own CPA firm, Steven P. Franzen, CPA, PC, providing tax preparation and accounting services. He also acts as a trustee for family trusts. Vertex Partners serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering financial planning, investment management, and retirement consulting. The firm customizes portfolios based on clients’ risk tolerance and goals, utilizing a range of investment vehicles and third-party platforms, and maintains an affiliation with an accounting firm that provides additional tax and consulting services.

Luke Baumgarten is a financial advisor at Harvest Investment Services, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Harvest since 2014. Harvest Investment Services, LLC manages approximately $534 million in client assets and offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and sub-advisory services. The firm serves a diverse client base through a multi-advisor team structure and employs an actively managed tactical investment approach tailored to client objectives and risk tolerance.

Steven Mc Gowan is a CFP® and CFA® credentialed financial advisor with 11 years of industry experience. He is currently with Rothschild Wealth LLC and has prior experience at Wealth Enhancement Group, LPL Financial, and CLA Financial Advisors. Mc Gowan also provides investment brokerage services through Rothschild Investment, LLC. Rothschild Wealth LLC advises individuals, high-net-worth clients, corporate executives, trusts, pension and profit-sharing plans, and other institutional and tax-exempt entities. The firm utilizes asset-allocation models tailored to client objectives and employs a range of investment vehicles and tools, including third-party software and sub-advisers, to implement and monitor portfolio strategies.

Lara Dalton is a CFP®-certified financial advisor with 15 years of industry experience, currently serving at Embree Financial Group in Chicago, IL. She has been with Waldron Private Wealth since 2016. Outside of her advisory role, she holds a 20% membership in LOBO One LLC, a venture capital group investing in healthcare startups focused on medical device and biotechnology innovations. Embree Financial Group offers comprehensive financial planning, discretionary investment management, and retirement plan consulting to individuals and institutions. The firm emphasizes fiduciary portfolio management using fundamental and technical analysis, investing primarily in no-load mutual funds, ETFs, and individual securities, with tailored services for high net worth clients and institutional plans.

Grant Kuphall is a financial advisor at Searle & Co. in Chicago, IL, holding Series 63 and Series 65 licenses with 45 years of industry experience. He has been with Searle & Co. since 2001 and also associated with The Advisors Group since 2000. Searle & Co. provides discretionary and limited non-discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm manages approximately $630 million across 126 client relationships with a seven-advisor team, employing a tailored investment approach that includes model portfolios, fundamental and technical analysis, and ongoing account monitoring.

Ma Navarro is a CFP® professional with Capstone Financial Advisors Inc in Downers Grove, IL. Navarro joined the firm in 2023 and has prior experience in education and instructional computing services. Capstone Financial Advisors serves individuals, pension plans, trusts, charitable organizations, and corporate clients, offering portfolio management and financial planning with an emphasis on asset allocation, cost control, and tax positioning. The firm manages approximately $2.44 billion in client assets and provides access to private fund investments and in-house tax services.

Khaled Taha is a financial advisor with SAGE Private Wealth Group, LLC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked with Raymond James Financial Services from 2011 to 2020 and has held leadership roles in several affiliated SAGE entities since 2014. Outside of advisory, he serves as managing member or owner of related businesses, including SAGE Tax Advisory and SAGE Advice Group Enterprises, where he focuses on strategic and entrepreneurial guidance. SAGE Private Wealth Group is an SEC-registered advisory firm serving individual investors, high-net-worth families, and employer retirement plans. The firm offers discretionary portfolio management and coordinated planning through a multi-advisor team, integrating services with affiliated firms such as SAGE Tax Advisory to provide comprehensive wealth management and family office solutions.

Sean Papreck is a financial advisor with Wellment Financial in Elmhurst, IL, holding a Series 65 credential and nine years of industry experience. He has worked at FSR Wealth Management, LTD., FSR Insurance Planning, Ltd., and FSR Certified Public Accountants, Ltd., where he also occasionally provides accounting and tax advice. Papreck is a licensed insurance agent assisting clients with life insurance and fixed annuity products. Wellment Financial offers investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and institutional sponsors. The firm uses vetted model portfolios and a sub-advisor platform emphasizing tax-aware retirement planning, managing approximately $237 million in discretionary assets.

Daniel Knapp is a financial advisor at Rothschild Wealth LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Abbott Labs for 12 years. Rothschild Wealth serves individuals, high-net-worth clients, corporate executive groups, retirement plans, trusts, foundations, and other institutional clients by providing portfolio management, financial planning, and retirement and investment consulting. The firm uses a combination of quantitative and qualitative analysis, asset-allocation models, and ongoing monitoring to manage client portfolios.

Nina Milligan is a CFP® and holds a Series 66 license with five years of industry experience. She has been with Zenith Wealth Partners in Chicago since 2026 and previously worked at Edward Jones from 2020 to 2025. Zenith Wealth Partners provides wealth planning and investment management services to individuals, small businesses, and charitable organizations, utilizing both active and passive management approaches informed by multiple methods of analysis. The firm offers a range of services including financial planning, discretionary portfolio management, retirement plan consulting, and business planning support, along with educational workshops and unique business advisory services.

Michael Lafontaine is a financial advisor at AZA Capital Management in Chicago, IL, with 19 years of industry experience. He has been with AZA Capital Management since 2009 and holds a Series 66 designation. Outside of his advisory role, Mr. Lafontaine owns Harbour Capital Holdings, LLC, a non-investment business focused on maintaining operational continuity through an off-site office location. AZA Capital Management serves individuals, families, other financial advisors and their clients, institutions, retirement plans, and charitable organizations. The firm employs tactical, multi-factor asset allocation strategies primarily using index-based ETFs and dynamic equity and fixed-income shifts, and it frequently acts as a sub-advisor and strategy provider to other advisers and platforms.

Charlie Kuhn is a financial advisor with Rothschild Investment LLC in Chicago, IL. He holds a Series 66 designation and has two years of industry experience. Prior to joining Rothschild Investment, Kuhn held roles at JPMorgan Chase Bank and Jpmorgan Securities LLC. Outside of financial services, he has worked in roles ranging from the Indianapolis Colts to Parlor Doughnuts. Rothschild Investment serves a diverse client base including individuals, families, trustees, corporations, and institutional clients. The firm provides portfolio management, financial planning, retirement plan consulting, and acts as investment manager to a private pooled fund, utilizing asset-allocation models supported by quantitative and technical analysis.

Peter Mullins is a CFP® with 16 years of experience, currently serving as a financial advisor at Vestor Capital, LLC since 2013. He previously worked at Vestor Capital Securities, LLC from 2013 to 2020. Vestor Capital is a multi-team investment and wealth management firm serving individuals, families, not-for-profit organizations, foundations, and qualified retirement plans. The firm manages approximately $2.08 billion in discretionary assets through a team of 21 advisors and employs a centralized Investment Committee to construct concentrated, typically low-turnover equity portfolios alongside diversified fixed income and alternative strategies.

Jack Dykema is a CFP® professional at RAI Wealth with two years of industry experience. He previously worked at Indiana Wesleyan University and the Chicago Golf Club. RAI Wealth provides investment advice and planning services to individuals, high-net-worth clients, families, trusts, estates, corporations, and small businesses. The firm uses risk-based proprietary model portfolios and modern portfolio theory, incorporating various investment strategies and third-party managers to tailor portfolios and deliver ongoing financial and tax planning services.

Thomas Fogelsong III is a financial advisor at Harvest Investment Services, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience in education and the gig economy, including roles at Illinois State University and DoorDash. Harvest Investment Services, LLC manages approximately $534 million in client assets and offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and other advisory services to a diverse client base that includes individuals, retirement plans, trusts, and corporations. The firm employs an actively managed tactical strategy utilizing a range of analytical approaches and offers specialized services such as held-away 401(k) management and ERISA 3(38) investment management.

Jeffrey Gritis is a CFP® with 22 years of industry experience, currently serving at Bentley Financial Group since 2014. He has also worked with LPL Financial and Waterstone Financial Group, and operates Gritis & Associates, where he provides tax preparation services. Bentley Financial Group offers investment advisory and financial planning services to a wide range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm employs fundamental analysis and third-party independent managers, providing both asset management and retirement-plan advisory services while managing approximately $393 million in discretionary client assets.