Stacie Zapfel is a financial advisor at Centric Wealth Management, LLC in Chicago, IL, with 21 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at Centric Wealth Management since 2018, following prior roles at Purshe Kaplan Sterling Investments, Inc and FGMK Preservation Capital Partners, LLC. Centric Wealth Management is an SEC-registered advisory firm that provides discretionary investment management, financial planning, and retirement-plan participant account management to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm utilizes a variety of proprietary model strategies and combines fundamental, technical, quantitative, and qualitative analysis to create individualized asset allocations.

William Grehan is a financial advisor with Vestor Capital, LLC in Chicago, IL. He holds a Series 65 designation and has been in the industry since 2022, with prior experience at Grace Global Capital and Dearborn Partners. 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 through a team of 21 advisors and employs a centralized Investment Committee to construct concentrated, typically low-turnover equity portfolios alongside a range of fixed income and alternative strategies.

Barbara Kelly is a financial advisor at AZA Capital Management with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Castleview Partners, LLC and InterOcean Capital. Outside of her advisory role, Ms. Kelly serves as Director of McLennan Partners Ltd., a UK company investing in a bed and breakfast, and owns Mint Private Enterprises, LLC, which provides administrative services for a family office. AZA Capital Management serves individuals, families, financial advisors, institutions, retirement plans, and charitable organizations. The firm uses quantitative and qualitative research to implement tactical, multi-factor asset allocation strategies primarily through index-based ETFs and also acts as a sub-advisor and strategy provider to other investment advisers and platforms.

Kevin Wozniak is a CFP® professional with 15 years of industry experience, currently serving at Fountainhead Financial, LLC since 2009. He is based in Chicago, IL. Fountainhead Financial provides investment advisory services, financial planning, and retirement plan consulting to individuals, business entities, and participant-directed retirement plans. The firm primarily operates on a non-discretionary basis and manages a substantial asset base relative to its small advisory team.

Charles Raftery is a financial advisor at Riverbend Capital Advisors, LLC in Chicago, IL, holding a Series 65 designation with two years of industry experience. Prior to joining Riverbend Capital Advisors, he worked at University of Santa Clara and Tacklebox Brand Partners. Riverbend Capital Advisors serves high-net-worth individuals, trusts, estates, corporations, and other business entities with discretionary investment management focused on municipal bonds and fixed-income securities. The firm combines fundamental and technical analysis to manage primarily long-term fixed-income portfolios and provides subadvisory services and financial consulting as needed.

Kristin Balon is a CFP® with 20 years of experience in the financial industry. She has been with Doyenne Wealth Advisors since 2022 and previously worked at Brownson, Rehmus & Foxworth, Inc. for 18 years. Doyenne Wealth Advisors offers personalized 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 operates on a fee-only basis, focusing on long-term, diversified asset allocation and providing comprehensive planning across investment allocation, tax sensitivity, retirement and estate counseling, and project-based consultations.

Timothy Detloff is a CFA® charterholder with over 21 years of experience in the financial industry. He has been with Vestor Capital, LLC since 2012 and also associated with Vestor Capital Securities, LLC since 2010. Based in Chicago, IL, he holds Series 63 and Series 65 licenses. 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 through a centralized Investment Committee that employs fundamental security analysis to construct concentrated, low-turnover equity portfolios alongside diversified fixed income and alternative strategies.

Joseph Hetland is a financial advisor at The Mosaic Financial Group, LLC in Chicago, IL, holding a Series 65 designation with 11 years of industry experience. He has been with The Mosaic Financial Group since 2012. The Mosaic Financial Group serves primarily high-net-worth individuals, trusts, estates, and various institutional clients, managing approximately $898 million in assets. The firm emphasizes asset allocation and integrates accounting and tax services into its advisory platform, offering both discretionary and non-discretionary portfolio management with a focus on individualized portfolio construction.

Joseph Polakoff is a financial advisor at Keebeck Wealth Management with 22 years of industry experience. He has been with Keebeck since 2018 and previously worked at Merrill Lynch for 17 years. Outside of his advisory role, he is the founder and general partner of HIFS SPV, LLC, an investment-related business. Keebeck Wealth Management provides discretionary and non-discretionary portfolio management to individuals, pension and profit-sharing plans, and corporate clients. The firm employs fundamental and technical analysis, options strategies, and margin transactions, managing approximately $1.62 billion in discretionary assets across four advisors.

Michael Collins is a financial advisor at Kingsbury Capital Investment Advisors LLC in Chicago, holding Series 63 and Series 65 designations with 26 years of industry experience. He previously worked at Robert W. Baird from 2010 to 2017 and was associated with Kingsbury Capital, Inc. from 2017 to 2019. Outside of his advisory work, he is a member of Valence Partners LLC, a member-managed LLC based in Chicago. Kingsbury Capital Investment Advisors is an SEC-registered firm serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm offers portfolio management, financial planning, and institutional retirement advisory services, often managing accounts on a discretionary basis and providing ERISA-focused services for retirement-plan clients.

Jennifer Bures is a financial advisor at Willis Towers Watson Securities, LLC with 19 years of industry experience. She holds a Series 66 designation and has held roles at multiple firms including BMO Harris Financial Advisors and Alera Group, where she also serves as Chief Operating Officer. Willis Towers Watson Securities provides retirement-focused investment advisory services to individuals and high-net-worth clients through its Via Retirement platform, which offers financial planning tools and discretionary model portfolios. The firm’s investment approach centers on diversified model portfolios and asset-allocation modeling supported by affiliated sub-advisers.

Johnny Jones is a financial advisor at Atlatl Advisers with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab in various capacities from 2018 to 2025, as well as at WisdomTree Asset Management and Schroder Investment Management. Atlatl Advisers serves individual clients, including high-net-worth households, and institutional clients such as retirement plans and family-owned businesses, providing financial planning, consulting, and both discretionary and non-discretionary investment management. The firm emphasizes a five-part investment framework and offers specialized services including digital-asset management and outsourced CIO consulting.

William Baruch is a Series 65 licensed advisor with Blue Line Capital in Chicago, IL, bringing six years of industry experience. He holds leadership roles as President at Blue Line Futures and Rock Creek Capital Management, alongside his advisory work. Blue Line Capital is a registered investment adviser offering discretionary asset management and financial planning to individuals, including high-net-worth clients, as well as institutional and tax-exempt entities. The firm employs a blend of fundamental and technical analysis with value and growth strategies, incorporating strategic and tactical asset allocation along with selective use of options and futures.

James Baer is a financial advisor at Uhlmann Investment Management, L.L.C. in Chicago, IL, with 26 years of industry experience. He holds a Series 66 designation and has worked at Uhlmann Price Securities, LLC since 2000, as well as Alternative Investment Services, LLC and UPS Holdings, LLC. Baer also serves as a FINRA arbitrator. Uhlmann Investment Management offers discretionary and non-discretionary portfolio management for individual, institutional, and trust clients. The firm employs a fundamental analysis and long-term asset allocation approach, using a mix of stocks, bonds, ETFs, mutual funds, and alternative investments tailored to clients’ objectives and risk tolerance.

Mark Komorowski is a CFP® and ChFC® with five years of industry experience. He is currently affiliated with Wellment Financial and has prior experience at Equitable Advisors and Nexen Group. Komorowski is also a licensed insurance agent involved with FSR Insurance Planning, Ltd. Wellment Financial provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and institutional sponsors. The firm utilizes vetted model portfolios and a sub-advisor platform focusing on tax-aware retirement planning and offers both comprehensive and modular financial plans.

Jack Rizzi is a CFP® professional with one year of industry experience, currently with Dew Wealth Management. Prior to joining Dew Wealth Management, he worked at Patrick M. Sweeney & Associates, Inc. and has held roles in education and fitness. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, offering family-office style programs, financial planning, retirement consulting, and investment management. The firm provides both discretionary and non-discretionary investment management and coordinates with clients’ other professionals as part of its multi-month programs and Wealth Builder curriculum.

William Benjamin is a financial advisor at Eastgate Capital Advisors LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Vibez Fit, Downers Grove, and First Trust Portfolios, as well as four years at Loyola University Chicago. Eastgate Capital Advisors serves affluent individuals, families, retirement accounts, trusts, and other entities by providing multi-family office and comprehensive wealth management services, including investment management, financial planning, trust and estate coordination, and investment-related tax planning. The firm offers customized portfolios using modern portfolio theory and a variety of investment vehicles, with options for discretionary or non-discretionary management tailored to client preferences.

Bruce Lee is a financial advisor at Keebeck Wealth Management in Chicago, IL, with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Lee serves as a trustee for the Saratoga Automobile Museum and sits on the advisory board of the University School of Milwaukee. Keebeck Wealth Management provides discretionary and non-discretionary portfolio management to individuals, pension and profit-sharing plans, and corporate clients. The firm uses a combination of fundamental and technical analysis, model portfolios, and third-party managers, managing roughly $1.62 billion in discretionary assets across four advisors.

Christopher Ciupke is a CFP® credentialed financial advisor with Roberts, Glore & Co., bringing 20 years of industry experience. He has worked at Roberts Glore & Co. since 2004 and previously spent 12 years at LaSalle St. Securities, L.L.C. Roberts, Glore & Co. provides fee-only investment advisory services to individuals, trusts, family offices, corporate pension or profit-sharing plans, and non-profit organizations. The firm offers customized portfolio management based on clients’ long-term goals and risk tolerance, emphasizing fundamental analysis of mid- and large-cap equities and individual fixed-income holdings.

Michael Herrmann is a financial advisor at Uhlmann Investment Management, L.L.C. with 39 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Uhlmann Price Securities, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Herrmann is based in Skokie, Illinois. Uhlmann Investment Management provides discretionary and non-discretionary portfolio management services to individuals, institutions, and trusts, employing a fundamental analysis and long-term asset allocation approach. The firm offers managed portfolios, third-party advisor programs, and managed-account solutions, integrating a mix of asset classes and allowing client-imposed restrictions.