Jeremy Lam is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Goldstone Financial Group, LLC and has prior experience at firms including Corient Services LLC, Ayco/Goldman Sachs & Co. LLC, and United Capital Financial Advisers, LLC. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing approximately $1.05 billion for individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers and model portfolios, implementing strategies that include mutual funds, ETFs, fixed income, and select alternatives.

Andrew Atseff is a financial advisor at Rothschild Wealth LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Rothschild Wealth LLC since 2012, with prior roles at World Equity Group and Halo Securities. He is also a managing director at Rothschild Wealth and a licensed life and health insurance agent. 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 employs asset-allocation models tailored to tax, estate, cash-flow, and risk considerations, using a range of investment vehicles and ongoing monitoring to manage client portfolios.

Ross Blauwkamp is a financial advisor at AZA Capital Management in Chicago, IL, holding Series 63 and Series 65 registrations with 12 years of industry experience. His prior roles include positions at Arete Wealth Advisors LLC and M.C. Vogel, LLC. AZA Capital Management is a team-based firm serving individuals, high-net-worth clients, other financial advisors and their clients, institutions, retirement plans, and charitable organizations. The firm uses a combination of quantitative analysis and qualitative research to implement tactical allocations within index-based and customized portfolios, offering a range of services including financial planning, separately managed accounts, and management of held-away assets.

Edward Smith is a financial advisor with Vertex Partners in Downers Grove, IL, holding Series 63 and Series 65 licenses and four years of industry experience. He has held roles at Vertex Planning Partners, LPL Financial, TPOD, and other organizations. Outside of his financial advisory work, Smith serves as the head rugby coach for the Chicago Blaze Rugby Club. Vertex Partners provides advisory services to individuals, trusts, estates, retirement plans, and various entities through financial planning, investment and wealth management, and consulting. The firm uses a combination of active and passive strategies focused on asset allocation, diversification, and behavioral finance, and has affiliations with accounting and manager platforms to support integrated client solutions.

Vanessa Martinez is a financial advisor with Expressive Wealth LLC in Chicago, holding Series 63 and Series 65 credentials and 16 years of industry experience. Her prior roles include positions at Em-Powered Network and Hightower Advisors. She volunteers with SER Summits Inc., a community-building organization that hosts an annual conference for Latino Financial Advisors. Expressive Wealth LLC serves individuals, high-net-worth clients, trusts, estates, and retirement plans, offering discretionary asset management, ERISA 3(38) plan services, modular financial planning, and consultation. The firm employs a client-focused investment approach incorporating fundamental, technical, and cyclical analysis, with oversight of sub-advisors and quarterly account reviews.

Timothy Pearce is a CFP® with 10 years of industry experience, currently serving at One Wealth Capital Management, LLC in Chicago, IL. He has held roles at MassMutual Life, Guardian Life Insurance Company, Park Avenue Securities, and Northwestern Mutual. Pearce is also a licensed insurance agent and has involvement in a real estate rental business. One Wealth Capital Management serves individuals, foundations, trusts, estates, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers investment management, financial planning, retirement-plan advisory, and consulting services using a top-down, macro-environmental investment approach that incorporates tactical asset allocation and sector rotation.

Amy Weigand is a CFA® charterholder and holds a Series 66 license, with four years of experience in the financial services industry. She currently works at Altman Advisors, a team-based firm in Chicago, where she has been since 2025. Prior to this, she held roles at VCI Wealth Management LLC, AE Wealth Management, FEFA Asset Management, and Wells Fargo Clearing Services. Altman Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm manages approximately $427.9 million in discretionary assets and employs a fundamental analysis and strategic asset allocation approach across a broad range of investment instruments.

Gino Poli is a Certified Financial Planner® with seven years of industry experience. He is currently with Pendulum Wealth Partners, having previously worked at Ameriprise, Alliance Global Partners, and J.P. Morgan Securities among others. Outside of advisory work, Poli is a licensed insurance agent involved in insurance sales and implementation of insurance recommendations. Pendulum Wealth Partners serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans through discretionary portfolio management and financial planning. The firm employs a fundamental, long-term investment approach and offers a family office suite including tax projections and estate strategies, managing approximately $283 million for around 267 clients.

Peter Lisnic is a financial advisor at Hunter Capital Management with 12 years of industry experience. He holds a Series 66 designation and has worked at Hunter Capital Management since 2021, following a seven-year period operating under his own name. Hunter Capital Management is an SEC-registered investment adviser that serves high-net-worth individuals, pooled investment vehicles, and institutional clients. The firm manages assets across separate accounts, a registered mutual fund, and private pooled vehicles, employing value-oriented equity strategies and a unique commodity subadviser arrangement within one private fund.

Peter Gottlieb is a financial advisor at North Star Investment Management Corporation with 36 years of industry experience. He has worked with the firm since 2004 and previously held roles at Mid Atlantic Capital Corporation and Copley Financial Services Corp. Gottlieb serves as president of North Star Family Office, providing customized family office services. North Star Investment Management Corporation serves individuals, pension plans, trusts, charitable organizations, and corporations, offering discretionary portfolio management, financial planning, family office services, and participation in wrap-fee programs. The firm manages roughly $2.5 billion in client assets and frequently allocates client portfolios into its own mutual funds as part of its investment strategy.

Angela Williams is a Certified Financial Planner® with 16 years of industry experience. She has been with Wealthquest Corporation in Oak Brook, IL since 2013 and holds the Series 63 and Series 66 licenses. Wealthquest Corporation serves individuals, families, retirement plans, charitable organizations, businesses, trusts, and estates through tiered advisory programs that integrate portfolio management, financial planning, estate-planning assistance, and tax return preparation. The firm manages approximately $2.22 billion for about 1,583 clients using a multi-advisor team approach and offers both discretionary and non-discretionary services.

Cory Shepherd is a Certified Financial Planner™ (CFP®) and Chartered Financial Consultant (ChFC®) with 16 years of industry experience. He is a managing member of Lantern Tree Media Development Group, LLC, a media property development company, and co-author of the book *Your Business Your Wealth*, which involves related speaking engagements. Shepherd has worked at Sound Financial, LLC since 2017 and previously at Park Avenue Securities. Sound Financial, LLC is a team-based registered investment adviser with seven advisors managing approximately $170 million for individuals, high-net-worth clients, and business entities. The firm integrates Modern Portfolio Theory with model allocations and third-party money managers, providing tailored financial planning and portfolio management through various platforms and emphasizing higher-touch consulting services.

Anthony Greenwood is a financial advisor at Vestor Capital, LLC in Chicago, IL, with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Nouveau Riche and TD Ameritrade Inc. 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 approach, utilizing fundamental research to implement diversified strategies across multiple asset classes.

Andrew Owen is a financial advisor at Goldstone Financial Group, LLC with six years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. Prior to joining Goldstone, he worked at MML Investor Services, MassMutual Life Insurance Company, and Northwestern Mutual. Outside of his advisory role, he is an instructor at Bash Sports Academy, where he teaches baseball to youth. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing approximately $1.05 billion for around 1,675 clients. The firm provides discretionary portfolio management, financial planning, and access to sub-advisers and model portfolios, implementing strategies that utilize mutual funds, ETFs, fixed income, and select alternative investments.

John Suchy is a financial advisor with Chicago Oakbrook Financial Group holding a Series 65 credential. He has experience across multiple roles since 2016, including positions at Northwestern Mutual Investment Services and the American Automobile Association. Chicago Oakbrook Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses by providing customized wealth management, discretionary portfolio management, and comprehensive financial planning. The firm utilizes a broad range of securities and investment strategies tailored to client objectives and manages over $1.2 billion in assets through a team-based approach.

Jansen Hein is a financial advisor at Steward Advisors Group, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Simmons Capital Group, Heron Ventures, the Illinois State Board of Investment, and Ernst and Young. Steward Advisors Group serves individuals, trusts, estates, and charitable organizations, managing approximately $105 million in discretionary assets. The firm integrates clients’ faith-based and moral values into investment decisions and offers tailored portfolios that include marketable securities as well as alternative investments.

Galo Baca is a financial advisor at Goldstone Financial Group, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Envoy Advisory Inc., Christian Retirement Ministries, and Harvest Investment Services, LLC. His background also includes roles in education and community organizations. Goldstone Financial Group provides investment advisory and financial planning services to individuals and high-net-worth clients, employing a documented investment process that combines fundamental, technical, and quantitative methods aligned with modern portfolio theory. The firm offers a range of strategies including tactical ETF models and alternative approaches such as options-based and hedged credit-spread strategies.

Jessica Debold is a CFP® with 18 years of industry experience. She is currently with Goldstone Financial Group, LLC and has previously worked at Financial Engines Advisors L.L.C. and Buckingham Financial Group, Inc. Outside of her advisory role, she is involved in residential construction through DeBold Builders LLC, where she assists with bookkeeping, accounting, and income tax preparation. Goldstone Financial Group is a multi-team, SEC-registered investment adviser managing over $1 billion across more than 1,600 client relationships. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers and model portfolios, implementing strategies that include mutual funds, ETFs, fixed income, and alternative vehicles.

Timothy Newell is a CFP® with 40 years of experience in financial advisory services. He is currently with Harvest Investment Services, LLC and Envoy Advisory Inc., having previously worked at ProEquities, Inc. He owns Harvest Financial Planning, LLC, where he provides comprehensive financial and estate planning, including trust preparation and tax services. Harvest Investment Services, LLC offers portfolio management, financial planning, and consulting to a diverse client base including individuals, retirement plans, trusts, and institutions. The firm employs a multi-advisor team approach and uses a variety of investment strategies tailored to client objectives and risk tolerance.

Ari Lazar is a financial advisor at Baldwin Wealth Partners, LLC with eight years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Baldwin Wealth Partners, he worked at Levin Capital Strategies and RGA Investment Advisors. Outside of his advisory role, Lazar coaches and judges high school gymnastics in Illinois. Baldwin Wealth Partners provides investment advisory and financial planning services to a diverse range of clients, including individuals, trusts, charitable organizations, and pooled investment vehicles. The firm employs a combined top-down macro framework and bottom-up fundamental research, managing portfolios across five core asset classes with attention to ESG factors and offering specialized services such as management of private funds and tax-aware equity strategies.