Tammy Billadeau is a CFP® professional with 15 years of industry experience, currently serving at Vertex Partners. Her prior experience includes roles at LPL Financial, LLC and Churchill Management Group. She also provides administrative support to Vertex Partners. Vertex Partners offers advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm emphasizes tailored portfolios based on risk tolerance, time horizon, and liquidity needs, utilizing a variety of investment strategies and platforms.

Timothy Bennett is a Series 65-credentialed advisor at Forthright Capital with one year of industry experience. He has worked in educational roles prior to joining the firm and engages in insurance-related activities including pension reviews and retirement planning. Forthright Capital Advisory, LLC manages approximately $107.7 million in discretionary assets and serves individuals, retirement plans, corporations, and charitable organizations. The firm primarily employs passive investment management using model portfolios and also incorporates outside managers when appropriate, with regular portfolio reviews conducted on a quarterly basis.

Maureen Miller is a CFP® and holds a Series 65 license with 10 years of industry experience. She has worked at Doyenne Wealth Advisors since 2022 and previously spent six years at Brownson, Rehmus & Foxworth. Doyenne Wealth Advisors provides personalized, fee-only 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 emphasizes long-term, diversified asset allocation and delivers tailored planning across multiple financial areas while maintaining client decision authority.

Bradley Morris is a CFP® professional with 23 years of industry experience, currently serving at PCG Wealth Management in Oak Brook, IL. His prior experience includes roles at LPL Financial, Good Life Advisors, and Waddell & Reed Inc. In addition to his advisory work, Morris is involved in tax preparation and accounting services through multiple related business activities. PCG Wealth Management serves a diverse client base including individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm offers discretionary investment management, financial planning, and retirement plan consulting, employing a primarily long-term, customized investment approach that utilizes low-cost diversified funds and other securities tailored to client objectives and risk tolerances.

Tesa Williamson is a CFP® credentialed financial advisor with 11 years of industry experience, currently serving at Doyenne Wealth Advisors in Chicago. Her prior experience includes roles at Brownson Rehmus Foxworth and Williamson House. Doyenne Wealth Advisors provides fee-only financial counseling and investment advisory services primarily to high-net-worth and ultra-high-net-worth individuals, senior corporate executives, and their related entities. The firm emphasizes customized, long-term, diversified asset allocation and typically uses marketable investments, third-party managed accounts, and selective private investment vehicles, delivering services mostly on a non-discretionary basis.

Michelle Pezzulo is a CFP® with nine years of industry experience, currently serving as an advisor at Bentley Financial Group. She has been with Bentley Financial Group and affiliated with LPL Financial since 2016. Outside of her advisory role, she is a notary public for the state of Illinois. Bentley Financial Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $393 million in discretionary client assets and typically implements client-directed investment policies using fundamental analysis, options hedging, and third-party independent managers.

Paul Fousek is a financial advisor with Horizon Wealth Management in La Grange, IL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Horizon Wealth Management since 2014 and has worked with LPL Financial since 2005. He serves as a business fellow at Norwich University, meeting regularly to support the enhancement of student offerings. Horizon Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term, fiduciary investment approach with diversified portfolios and offers discretionary management, financial planning, and ERISA 3(21) and 3(38) retirement-plan advisory services.

Alexander Hemsley is a CFP® and holds a Series 66 license with seven years of industry experience. He has worked at Hemsley Advisors, Ltd. since 2018 and previously held roles at Fidelity Brokerage Services LLC and the Illinois Department of Financial and Professional Regulations. He is based in Chicago, IL. Hemsley Advisors, Ltd. is an SEC-registered advisory firm serving individuals, charitable organizations, and corporations. The firm provides portfolio management, financial planning, and consulting services, focusing on individualized investment policies and primarily managing assets on a non-discretionary basis.

Nickolas Brait is a CFP® professional with 44 years of industry experience, currently serving at SAGE Private Wealth Group, LLC. He has held roles at the firm since 2013 and has been involved with Raymond James Financial since 1999. Outside of his advisory work, he coaches financial advisors on business development through the Oechsli Institute. SAGE Private Wealth Group is an SEC-registered advisory firm that serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm offers wealth management and discretionary portfolio management with a client-specific process that includes goal setting, risk assessment, and tailored asset allocation using a variety of investment vehicles and analytical approaches.

Joshua Strauss is a CFA® charterholder with 21 years of industry experience. He is affiliated with Pekin Hardy Strauss, Inc., a team-based firm located in Chicago, IL. Strauss has worked at Sf Investments, Inc. and Pekin Singer Strauss Asset Management, Inc. since 2004. Pekin Hardy Strauss, Inc. provides investment management, financial planning, and retirement plan services to individuals, pension and retirement plans, registered investment companies, charitable organizations, and corporations. The firm employs fundamental analysis and asset allocation, incorporating ESG factors, and utilizes a variety of instruments and strategies including derivatives to tailor portfolios to clients’ objectives and risk profiles.

Joshua Perlmutter is a financial advisor at Atlas with eight years of industry experience. He holds a Series 66 designation and has worked at several firms, including ATFS Advisers, Lido Advisors, GeoWealth Management, Cresset Asset Management, and Stifel, Nicolaus & Company. Atlas provides wealth management and financial planning services to individuals, families, trusts, estates, businesses, retirement plans, and pooled investment vehicles. The firm combines fundamental and technical analysis within a primarily long-term, index-based framework, offering discretionary and non-discretionary portfolio management along with private credit and alternative investment options.

Andrew Kristofic is a financial advisor at Vantage Point Financial, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Northwestern Mutual Investment Services LLC and American Income Life. He is also a licensed insurance agent offering life and health insurance products. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners with investment management, financial planning, and wealth consulting. The firm employs a fiduciary, customized approach emphasizing long-term portfolio construction with low-cost mutual funds and ETFs, while also utilizing alternative investments and coordinated tax and estate planning services.

Lisa Bussenger is a financial advisor with Rothschild Wealth LLC and holds a Series 65 designation. She has 16 years of industry experience, including roles at Kinetic Investment Management and Global Financial Private Capital. Bussenger is also the owner of Bussenger Insurance & Financial Services, LLC, an investment-related business. Rothschild Wealth LLC serves individuals, high-net-worth clients, corporate executives, trusts, pension plans, and other institutional entities. The firm uses asset-allocation models and quantitative tools to construct and monitor portfolios tailored to clients' objectives, time horizons, tax situations, and risk tolerances.

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 with Harvest Investment Services, LLC, holding a Series 65 designation and 11 years of industry experience. He has been with Harvest Investment Services since 2014. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions through discretionary portfolio management, financial planning, and consulting. The firm uses a combination of active tactical strategies and fundamental, technical, and quantitative analyses to deliver customized or model-based investment solutions.

Jonathan Hoenig is a Series 65 credentialed advisor at Quartz Partners Investment Management with one year of industry experience. He previously worked for Fox News Channel and Capitalistpig Hedge Fund LLC for ten years each and contributes to Fox Business Network in a non-investment broadcasting role. Outside of finance, he owns a parking space rental company in Chicago. Quartz Partners Investment Management serves individual investors, retirement plans, institutions, and financial intermediaries with model-based investment management. The firm combines top-down macro analysis and bottom-up stock selection, offering discretionary portfolios monitored by an investment committee and delivering models via multiple platform arrangements.

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.