John Braeseke is a financial advisor at Chicago Partners Investment Group LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Charles Schwab & Co., Inc. for 35 years. Outside of finance, he is involved in voiceover and acting work. Chicago Partners Investment Group LLC serves a diverse client base including individuals, trusts, endowments, and corporations, offering portfolio management, financial planning, and retirement services. The firm employs a long-term, diversified investment approach with customized portfolios and sponsors affiliated pooled investment vehicles.

Kenneth Guttentag is a financial advisor with Northern Trust Securities, Inc., holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Northern Trust Securities since 2000. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven discretionary portfolio management through a wrap fee program that includes Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs delivered via the Fidelity Managed Account Xchange platform.

Rishit Shah is a financial advisor at Simplicity Wealth with a Series 65 credential and one year of industry experience. Prior to his current role, he has held positions at NMS Portfolios, Discover, Kin and Carta, and other firms, including work as a software engineer. Outside of his advisory work, he is a registered health insurance broker assisting individuals during open enrollment. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, as well as other financial firms. The firm offers financial planning, portfolio management, and retirement plan services, utilizing a fund-of-funds strategy with ETFs, mutual funds, and model portfolios that incorporate independent managers and optional overlays like tax optimization.

Luke Pawelkiewicz is a financial advisor with FourStar Wealth Advisors, LLC in Chicago, IL, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services and Corey McQuade. FourStar Wealth Advisors serves a wide range of clients including high-net-worth individuals, pension plans, and charitable organizations. The firm employs both fundamental and technical analysis to tailor portfolios across various asset classes and also provides retirement plan consulting and private fund advisory services.

Saraphina Peters is a financial advisor at Merit Financial Advisors in Chicago, IL, with two years of industry experience. She holds a Series 66 designation and has previously worked with Purshe Kaplan Sterling Investments, Commonwealth Financial Network, and Blueprint Wealth Advisors. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation strategy overseen by an internal investment team and allows advisers to customize model portfolios, offering both discretionary and non-discretionary account options.

Michael Drozd is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. His prior roles include positions at Bank of America, Merrill, Citigroup, and JPMorgan Chase Bank. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment approaches, managing a substantial portion of assets on a non-discretionary basis through programs like the LaSalle St. Asset Management Program (LAMP).

Kathleen Hosty is a CFP® with 36 years of experience in the financial industry. She is currently with IHT Wealth Management LLC, where she has worked since 2019. Her prior experience includes roles at LPL Financial, Independent Financial Partners, and J.P. Morgan Securities. Hosty serves as a board member for the Chicago Finance Exchange, a nonprofit organization. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors by providing discretionary asset management, financial planning, ERISA plan consulting, OCIO arrangements, and access to third-party managers. The firm’s investment process uses proprietary model portfolios and combines fundamental value screening, quantitative optimization, and periodic rebalancing to tailor portfolios to client objectives and risk tolerances.

Edward Malysiak Jr. is a financial advisor at Chicago Capital, LLC with 36 years of industry experience. He held a position at William Blair and Company, L.L.C. for 20 years before joining Chicago Capital in 2024. He serves on the Investment Policy Committee of The Carle Foundation, a nonprofit hospital in Urbana, Illinois, and has been a member of its investment committee since 1990. Chicago Capital provides discretionary investment management, financial planning, and consulting services to individuals, families, foundations, registered investment advisers, and corporations. The firm employs an active management approach combining fundamental and technical research to construct individualized portfolios and manages over $4.8 billion in client assets with a focused team of 11 advisors.

Kyle Dell is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 66 designation and one year of industry experience. His prior work includes roles at LaSalle St. Securities, RHM, Avenue Logistics, Airliner, and American Metalcraft. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary investment programs, with a notable predominance of non-discretionary assets under management.

Kyle Laska is a financial advisor at Northern Trust Securities, Inc. with six years of industry experience. He holds a Series 66 designation and has worked previously at North Shore Sign Company, The Ayco Company, L.P./Mercer Allied, and Clybourne. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven discretionary portfolio management through Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs, combining advisory, brokerage, and custody services.

Steven Schmuhl is a financial advisor at McAdam LLC in Chicago, IL, with eight years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Madison Avenue Securities, Purshe Kaplan Sterling Investments, The Heico Companies, and the University of Illinois at Urbana-Champaign. McAdam LLC provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, corporations, and government entities. The firm employs a discretionary management approach with diversified portfolios that include mutual funds, ETFs, individual securities, and alternative investments, alongside innovative services such as a subscription-based planning product and AI integration in advisory work.

David Pazdan is a financial advisor at Northern Trust Securities, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Northern Trust Securities since 2014. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that provides discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients, offering a range of managed account solutions with brokerage and custody services integrated into its platform.

Benjamin Offenhartz is a financial advisor at Savvy with one year of industry experience. He holds a Series 65 license and has worked at firms including Nuveen and Northern Trust. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach while also offering active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers and technology platforms to support customized investment plans.

Samantha Ngooi is a CFP® at Apella Wealth with four years of industry experience. She previously worked at Park Piedmont Advisors LLC and spent three years at the University of Chicago Medicine. Apella Wealth serves a diverse client base, including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm uses a largely model-driven and quantitative investment approach, integrating proprietary and third-party tools to manage both discretionary and non-discretionary portfolios.

Bennett Kinkade is a financial advisor at Zacks Investment Management, Inc. He holds Series 63 and Series 65 licenses and began his advisory career in 2025. Prior to joining Zacks, he worked in education at DePaul University and John Adams High School. Zacks Investment Management provides discretionary investment management services to individuals, trusts, estates, retirement plans, pooled investment vehicles, and institutional clients. The firm employs a blend of proprietary quantitative models and qualitative portfolio management across various investment strategies and manages mutual funds, ETFs, and multiple wrap-fee and unified managed account platforms.

Karim Antoni is a financial advisor at Arete Wealth Advisors, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Blackrock Investments, Inc., Merrill Lynch Investment Managers Venezuela, Lazard Asset Management, and Golub Capital, where he currently serves as a director. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and product channels into its service offerings.

Daniel Stybr is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with LaSalle St. Investment Advisors since 2006 and previously operated Stybr & Associates, a tax preparation and registered investment advisory firm, since 1989. Outside of his advisory work, he is involved with DAKA Aviation, LLC, a Delaware LLC for aircraft and hangar operations. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs and manages a notable predominance of non-discretionary assets among large enterprise advisers.

James Fox is a financial advisor at Financial & Tax Architects, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, E*TRADE, and Citibank. Outside of advising, Fox owns a watch trading business and has worked as a driver and dog walker in the Naperville, Illinois area. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm uses proprietary “Private Wealth Strategies” involving ETFs, individual securities, and trend-aware rebalancing, with a notable sub-advisory business serving other registered investment adviser firms.

Brennan Hollenbeck is a CFP® with 17 years of industry experience, currently serving at IHT Wealth Management LLC since 2019. His prior roles include positions at LPL Financial and Independent Financial Partners, among others. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors by providing discretionary asset management, financial planning, and outsourced CIO services. The firm’s investment approach combines fundamental value screening, quantitative optimization, and periodic rebalancing, utilizing proprietary model portfolios, third-party managers, and discretionary OCIO mandates.

Shelton Lester is a financial advisor with Ally Invest Advisors in Chicago, IL, holding Series 63 and Series 66 designations and 11 years of industry experience. He has worked at Ally Invest Advisors since 2021 and previously held roles at Charles Schwab, TD Ameritrade, and FIDELITY Brokerage Services LLC. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interaction. The firm offers ETF-based robo portfolios and Financial Advisor–delivered Personal Advice services, utilizing model portfolios based on Modern Portfolio Theory with multiple risk tiers.