Sean Lyman is a CFP® professional with 13 years of experience in the financial services industry, currently serving as an advisor at Sequoia Wealth Management, LLC since 2016. He previously worked at JMC Wealth Management, Inc. and has been associated with LPL Financial since 2013. Lyman is also a commissioned notary public in the state of Illinois. Sequoia Wealth Management advises individuals, trusts, corporations, and employer retirement plans, offering asset management, financial planning, and retirement consulting. The firm combines a hybrid investment approach with continuous account supervision, utilizing model portfolios, third-party strategists, and algorithm-based solutions to tailor client portfolios.

Michael Dillon is a financial advisor with Uhlmann Investment Management, L.L.C. He holds Series 63 and Series 65 designations and has 36 years of experience in the industry. His career includes roles at Uhlmann Price Securities since 2011, Wells Fargo Advisors since 2009, and David A. Noyes & Company since 1994. Uhlmann Investment Management provides discretionary and non-discretionary portfolio management to individual, institutional, and trust clients, including high-net-worth individuals. The firm’s investment approach is based on fundamental analysis and long-term asset allocation, offering a mix of stocks, bonds, ETFs, mutual funds, and alternatives tailored to clients’ objectives and risk tolerance.

Neha Howery is a CFP® and CFA® with 10 years of experience in financial advising, currently serving at Studio Investment Management since 2011. She is based in Chicago, IL, and works as part of a four-advisor team. Studio Investment Management serves individuals, trusts, retirement plans, partnerships, government entities, and other legal entities, offering discretionary portfolio management, financial planning, and investment consulting. The firm emphasizes a fundamental, value-oriented investment approach with a long-term perspective and manages approximately $831.5 million in discretionary assets.

Elizabeth Richardson is a CFP® and PFS™ credentialed financial advisor with six years of industry experience. She is the owner of Blüte Financial Coaching in Chicago, IL, where she has worked since 2021. Prior to founding her firm, Richardson was affiliated with Trinity Financial Advisors, LLC and Origin Financial. In addition to her advisory work, she owns TempCPA, Inc., a tax consulting business. Blüte Financial Coaching provides fee-only financial planning and coaching services to individuals and families, focusing on households at earlier stages of wealth accumulation without minimum asset requirements. The firm uses evidence-supported investment strategies, favoring passive management with selective active management, and delivers services in a coaching format on a non-discretionary basis.

John Smith IV is a financial advisor at Legacy Financial Advisors, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including Arbor Financial Services, LLC and Alpha Cubed Investments, LLC. Since 2006, he has also served as Chief Investment Officer and Partner at Edge Financial Advisors, LLC, focusing on investment management and client services. Legacy Financial Advisors is a multi-advisor team managing approximately $1.5 billion in client assets for individuals, families, businesses, and charitable organizations. The firm provides financial planning and discretionary portfolio management with an investment approach centered on diversification and asset allocation across traditional and alternative investments.

Lauren Genuardi is a CFP® with 14 years of industry experience and is currently with Expressive Wealth LLC, where she has worked since 2024. Her prior experience includes positions at Telemus Capital, LLC and Barrington Strategic Wealth Management Group LLC. She is also an independent insurance agent. Expressive Wealth LLC serves individuals, high-net-worth clients, trusts, estates, and retirement plans, providing discretionary asset management, ERISA 3(38) plan services, modular financial planning, and consultation. The firm uses a multi-strategy investment approach tailored to client goals and is notable for its ERISA fiduciary services and management of defined-contribution participant accounts through aggregation platforms.

Virgil Rutili is a CFP® and Series 66-licensed financial advisor with 26 years of industry experience. He has worked at Merrill Lynch for 19 years before joining Centric Wealth Management, LLC and Purshe Kaplan Sterling Investments in 2018. Rutili also serves as executor of an estate, assisting with probate liquidation and distribution. Centric Wealth Management, LLC is a team-based advisory firm serving individuals, trusts, estates, and business entities. The firm manages approximately $725.6 million across customized portfolios using a combination of fundamental, technical, quantitative, and qualitative analysis aligned with clients’ goals and risk tolerances.

John McGrath is a financial advisor with Rothschild Wealth LLC, holding a Series 65 designation and bringing 10 years of industry experience. He has been involved with Sentinus, LLC since 2014. Rothschild Wealth serves individuals, high-net-worth clients, corporate executive groups, retirement plans, trusts, foundations, and other institutional clients, providing portfolio management, financial planning, and retirement and investment consulting through a combination of discretionary and non-discretionary asset management.

Ryan Kaczmarek is a CFP® and Series 65-licensed advisor with five years of industry experience. He is currently with Harvest Investment Services, LLC and Envoy Advisory Inc., having previously worked at Paulson Wealth Management Inc. from 2020 to 2024. He also serves as a co-trustee for a family trust managing his mother’s investment accounts. Harvest Investment Services, LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charities, corporations, and other advisers. The firm employs an actively managed tactical strategy using fundamental, technical, cyclical, and charting analysis across a diverse client base through a multi-advisor team structure.

Christopher Duff is a financial advisor at Keebeck Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked at Keebeck Wealth Management since 2018 and AXA Advisors from 2016 to 2018. Duff is also involved with Wells, Roselieb and Raia Wealth Management as a registered sales assistant, where he supports trading, portfolio analysis, and client review processes. Keebeck Wealth Management provides discretionary portfolio management to individuals, retirement plans, and corporate clients, overseeing approximately $2.03 billion in assets. The firm uses third-party managers and a TAMP platform, employing various investment strategies including technical and fundamental analysis, derivatives, and digital assets, with an emphasis on pooled-vehicle management.

Zachary Patzik is a CFP® and CFA® charterholder with five years of industry experience. He is currently with Burling Wealth Partners and previously worked at RMB Capital Management, Morningstar, and Northern Trust. 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 comprehensive financial planning and investment management with a client-centered, long-term approach that incorporates tactical trading and diverse asset classes.

Alan Konn is a financial advisor with Uhlmann Investment Management, L.L.C., holding Series 63 and Series 65 licenses and over 41 years of industry experience. His prior work includes roles at UPS Holdings, LLC and Alternative Investment Services, LLC, and he has been associated with Uhlmann Price Securities, LLC for more than two decades. Outside of his advisory work, he is a managing member of ARK Investors Fund LLC and a member of Hamlet's House LLC, which creates children’s content for production, as well as serving on the board of an aircraft supply and maintenance company. Uhlmann Investment Management provides discretionary and non-discretionary portfolio management to individuals, institutions, and trusts, utilizing fundamental analysis and long-term asset allocation. The firm offers a range of managed-account solutions and integrates third-party managers while accommodating client-imposed restrictions.

Kathleen Helminski is a Series 65-licensed financial advisor with Oak Family Advisors, LLC in Chicago, IL, where she has worked since 2013. She has 12 years of industry experience. Oak Family Advisors provides personalized investment management and financial planning to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs a fundamental analysis approach combined with strategic core-and-satellite asset allocation, offering globally diversified portfolios managed on a discretionary or non-discretionary basis.

Mary Allvine is a financial advisor at Doyenne Wealth Advisors with 27 years of industry experience. She holds the CFP® designation and a Series 65 license. Prior to joining Doyenne Wealth Advisors in 2022, she worked for 25 years at Brownson, Rehmus & Foxworth, Inc. Doyenne Wealth Advisors provides 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, emphasizing long-term, diversified asset allocation and delivering comprehensive planning across investment allocation, tax sensitivity, retirement, and estate counseling.

Alissa Hirsh is a financial advisor at Fort Sheridan Advisors LLC with seven years of industry experience. She holds the Series 66 designation and previously worked at Hall Capital Partners LLC and Western International Securities, Inc. She is also involved with Karmin Capital Management. Fort Sheridan Advisors LLC provides discretionary investment management and institutional advisory services to family offices, high-net-worth individuals, pensions, endowments, trusts, charitable organizations, and other businesses. The firm employs a long-term, value-oriented approach using quantitative optimization, computer models, technical analysis, and qualitative judgment.

Ethan Schmidt is a CFP® with nine years of industry experience, currently advising clients at Rothschild Wealth LLC. His prior roles include positions at AlphaCore Capital LLC, Catalyst Wealth Management, and Bank of America, N.A. He holds a Series 66 license. Rothschild Wealth LLC serves individuals, high-net-worth clients, corporate executive groups, trusts, pension and profit-sharing plans, and other institutional and tax-exempt entities. The firm offers comprehensive financial planning and portfolio management services, utilizing asset-allocation models and quantitative tools to tailor investment strategies to client objectives and risk profiles.

Michael Nadler is a CFP® and PFS™ credentialed financial advisor with over 32 years of industry experience. He has been with Nadler Financial Group, Inc. since 2000 and also works with Ausdal Financial Partners, Inc. since 2009. Nadler serves as a board member of Amplify ETF Holding Company, contributing to strategic decisions. Nadler Financial Group, Inc. serves individuals, charitable organizations, business entities, and retirement plans by offering discretionary investment management and selective financial planning and retirement consulting. The firm employs tactical asset allocation with diversified vehicles and operates a multi-advisor structure with about 16 advisors managing approximately $1.9 billion in assets.

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.

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.