Keith Schwefel is a financial advisor with Geneva Partners, LLC in Chicago, IL. He holds a Series 65 designation and has eight years of industry experience. Prior to joining Geneva Partners in 2017, he worked at the Washington DC Chamber of Commerce and Illini Media. Geneva Partners manages approximately $423.6 million for about 550 clients, providing discretionary investment supervisory services and individual portfolio management to individuals, charitable organizations, and retirement plans. The firm customizes investment policies through client interviews and employs both fundamental and technical analysis for long- and short-term strategies.

Kari Mckinley is a CFP® professional with 12 years of experience at Capstone Financial Advisors Inc in Downers Grove, IL. She has been with Capstone since 2014. Capstone Financial Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management alongside financial planning, pension consulting, tax preparation, and access to private fund investments, emphasizing asset-class allocation, cost control, and tax positioning.

Stephen Baby is a financial advisor at Rothschild Investment LLC in Chicago, IL, with 9 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Ronin Capital LLC, and Wilgrove Capital LLC. 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 uses a client-specific asset allocation process that incorporates tax, estate, cash-flow, and risk-tolerance considerations, supported by quantitative analysis and third-party tools.

Lauren Connelly is a CFP®-credentialed financial advisor at Vestor Capital, LLC with 12 years of industry experience. She previously worked at Bank of America, N.A. and Merrill before joining Vestor Capital. Connelly serves as a board member of the Lichen Sclerosus Support Network and is also part of the Ambassadors Council for the YWCA Metropolitan Chicago. 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 that utilizes fundamental research and diversified strategies across multiple asset classes.

Sara Barry is a financial advisor at Vestor Capital, LLC in Chicago, IL, with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Vestor Capital and its affiliated entities since 2013. Vestor Capital is a multi-team investment and wealth management adviser serving individuals, families, not-for-profit organizations, foundations, and qualified retirement plans. The firm manages approximately $2.08 billion in discretionary assets, offering a variety of equity and fixed income strategies supported by an internal Investment Committee that centralizes decision-making.

William Fan is a CFP® professional at Paulson Wealth Management Inc. in Wheaton, IL, with one year of industry experience. Prior to joining Paulson Wealth Management in 2022, he worked at Calvin University and Wheaton Academy. Paulson Wealth Management provides advisory services to individuals, trusts, retirement plans, corporations, and other registered advisers. The firm employs a diversified, index-based investment approach with active option strategies and offers comprehensive portfolio management including integrated financial planning.

Joseph Sindelar is a financial advisor at Rothschild Investment LLC with 22 years of industry experience. He holds a Series 65 designation and has worked at Rothschild Investment Corporation since 2020. Prior to that, he was employed at Lasalle Street Capital Management, LLC, and Chicago Asset Management Company in various capacities totaling over a decade of experience. 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 utilizes client-specific asset allocation models and a range of analytical tools, offering both discretionary and non-discretionary portfolio management along with retirement plan consulting and oversight of third-party sub-advisers.

Tannen Reed is a financial advisor at Timothy Financial Counsel, Inc. with a Series 65 credential and one year of industry experience. Prior to joining Timothy Financial Counsel, he held roles at All Capital Bank and Firstitle, LLC. His background also includes four years at Wheaton College and seven years at Metro Christian Academy. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm provides consultation and project-based advice across a range of financial topics and emphasizes diversified exposure through no-load mutual funds and ETFs, asset allocation, and periodic rebalancing.

Eric Papenhagen is a CFP® professional with over 16 years of industry experience. He has been with North Star Investment Management Corporation since 2020 and previously worked at Vision Investment Services, Inc. and MB Financial. Papenhagen is based in Chicago, IL, and holds a Series 63 license. North Star Investment Management Corporation serves a diverse client base, including high-net-worth 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 emphasizes the use of its own mutual funds within client portfolios.

Ellis Rutili is a financial advisor at Centric Wealth Management, LLC in Chicago, IL, holding Series 65 and Series 66 licenses with two years of industry experience. Prior to joining Centric Wealth Management, he worked at TEGUS and Merrill Lynch. Centric Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis to develop individualized asset allocations and proprietary model strategies.

Jennifer Clifford is a CFP® professional with 10 years of industry experience, currently serving at Embree Financial Group in Chicago, IL. She has been with Embree Financial since 2003. Outside of her advisory role, she owns SISU FOR ME LLC, a consulting business focused on assisting divorcing individuals. Embree Financial Group provides holistic financial planning, discretionary investment management, and retirement plan consulting to individuals and institutions, including high net worth clients and corporate plans. The firm employs a fiduciary approach, utilizing fundamental, technical, and cyclical analysis to manage portfolios primarily invested in no-load mutual funds, ETFs, and individual securities.

Abby Davis is a financial advisor at Burling Wealth Partners with 10 years of industry experience. She holds a Series 65 designation and previously worked at AT Investment Advisers Inc. and Geneva Advisors, 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 investment management and comprehensive financial planning through a client-centered, long-term approach that incorporates fundamental and technical research across a range of asset classes.

Kamil Bonifaciuk is a financial advisor at Goldstone Financial Group, LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Goldstone Financial Group since 2022. Prior to his advisory career, he held various roles including positions at Equitable Advisors and the University of Illinois at Urbana Champaign. He is also a licensed insurance agent offering life and fixed annuity sales. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing over $1 billion across a mix of individual and high-net-worth clients. The firm provides discretionary portfolio management, financial planning, and access to sub-advisers and third-party model portfolios, utilizing a range of investment strategies including mutual funds, ETFs, fixed income, and alternative vehicles.

Thomas Fitzgerald is a financial advisor with Managed Asset Portfolios, LLC, holding a Series 65 designation and 20 years of industry experience. He has been with Managed Asset Portfolios since 2009. Managed Asset Portfolios provides discretionary and non-discretionary investment advisory services to individuals, pension and profit-sharing plans, government plans, trusts, estates, registered and private investment companies, and offshore funds. The firm’s investment approach is based on fundamental, value-oriented equity analysis and detailed fixed-income research, with portfolio construction across multi-cap and global strategies.

Steven Quirini is a financial advisor at Monere Wealth Management, Inc. with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Noyes Advisors LLC and David A. Noyes and Company. Monere Wealth Management is a team-based advisory firm serving individual and high-net-worth clients, pension plans, charities, and business accounts. The firm offers financial planning and portfolio management through discretionary and non-discretionary advisory accounts, employing third-party managers and quantitative tools in its portfolio construction.

Richard Horwitch is a financial advisor at Cohen Capital with 38 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Northern Trust Securities, Inc. for nearly three decades, followed by a four-year tenure at Raymond James & Associates. Cohen Capital is an SEC-registered investment adviser offering discretionary investment management, wealth management, and financial planning services for individuals, trusts, businesses, and institutional accounts. The firm employs a primarily long-term, diversified portfolio approach using mutual funds, ETFs, and various other investment vehicles, and sponsors a wrap-fee program that consolidates transaction and custody costs.

Luke Schillo is a financial advisor with Greenstone Belt Wealth Advisors, LLC, holding a Series 65 credential and nine years of industry experience. He previously worked at ORBA Wealth Advisors for seven years and at Telemus Capital, LLC for two years. Outside of his advisory role, Luke is a partner and passive investor in Enjoyum Restaurant Group, Inc., a restaurant business based in Chicago. Greenstone Belt Wealth Advisors serves individuals and families, including high-net-worth clients, providing fee-based financial, estate, tax, and retirement planning along with discretionary portfolio management. The firm also offers ERISA retirement plan consulting and fiduciary services, employing a diversified investment approach grounded in modern portfolio theory.

Michael Pauritsch is a financial advisor with MPS-LORIA Financial Planners, LLC, holding Series 63 and Series 65 licenses and having 40 years of industry experience. He has been with MPS-LORIA and its predecessor, Loria Financial Group, since 1999. He is also an independent licensed insurance agent specializing in life insurance. MPS-LORIA Financial Planners, LLC serves a diverse client base including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm provides investment advisory services, financial planning, and pension consulting, utilizing a predominantly discretionary, open-architecture investment approach focused on diversified allocations through no-load mutual funds and ETFs.

Thomas Kelly is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at SJS Investment Services in Chicago, IL. His prior experience includes roles at Christian Brothers Investment Services. SJS Investment Services is a registered investment adviser managing approximately $2.5 billion with an 18-advisor team. The firm serves individuals, high-net-worth clients, business owners, retirement plans, non-profits, endowments, foundations, and public entities, typically focusing on portfolios valued at $1 million or more and offering discretionary portfolio management, financial planning, and retirement plan advisory services.

William Metz is a financial advisor with Feltl Advisors in Chicago, IL, holding Series 63 and Series 65 designations and bringing 50 years of industry experience. He has been with Feltl and Company since 2012. Feltl Advisors provides investment advisory services primarily to individual investors who are mostly non–high-net-worth clients, as well as corporations, pension and profit-sharing plans, trusts, and institutions. The firm manages approximately $132 million in client assets and offers non-discretionary advice through wrap-fee programs in partnership with RBC.