Suzanne Wetzel is a financial advisor at Doyenne Wealth Advisors in Chicago, IL, holding a Series 65 designation with seven years of industry experience. She has been with Doyenne since 2022 and previously worked at Mathnasium and Brownson, Rehmus & Foxworth. Doyenne Wealth Advisors specializes in fee-only financial counseling and investment advisory services for high-net-worth and ultra-high-net-worth individuals, senior corporate executives, and their related entities. The firm focuses on customized, long-term diversified asset allocation and provides primarily non-discretionary advisory services.

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.

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.

Steven Mc Gowan is a CFP® and CFA® with 11 years of industry experience. He is currently a financial advisor at Rothschild Wealth LLC and has previously worked with Wealth Enhancement Group, LPL Financial, and CLA Financial Advisors. Mc Gowan provides investment brokerage services through Rothschild Investment, LLC. Rothschild Wealth LLC offers investment advisory and financial planning services to individuals, corporate executive groups, trusts, retirement plans, and institutional clients. The firm employs asset-allocation models supported by quantitative analysis and uses a variety of investment vehicles, including mutual funds, ETFs, individual securities, and external sub-advisers.

Vernon Armour is a financial advisor at Uhlmann Investment Management, L.L.C. with 34 years of industry experience. He has been with Uhlmann Price Securities since 2007. Vernon holds Series 63 and Series 65 licenses. Uhlmann Investment Management provides discretionary and non-discretionary portfolio management services to individuals, institutions, and trusts, focusing on fundamental analysis and long-term asset allocation. The firm offers a range of portfolio solutions including UIM-managed portfolios, third-party advisor programs, and managed-account options, often incorporating diverse asset classes and client-specific restrictions.

Lara Dalton is a CFP® and Series 66-licensed financial advisor with 16 years of industry experience. She has worked at Waldron Private Wealth and UBS Financial Services, each for six years. Outside of advising, she is a member of LOBO One LLC, an angel investing group focused on healthcare startups. Embree Financial Group offers holistic financial planning, discretionary investment management, and retirement plan consulting to individuals, families, trusts, and institutional clients. Serving both high-net-worth and non-HNW clients, the firm employs fundamental, technical, and cyclical analysis to guide investments primarily through no-load mutual funds, ETFs, and individual securities.

Anthony Madonia is a Series 65-licensed financial advisor with Financial Transparency in Des Plaines, IL, bringing nine years of industry experience. He is also the president and owner of Anthony J. Madonia & Associates Ltd., a law firm established in 1995 with seven attorneys. Additionally, he co-owns two advisory businesses focused on assisting clients with small business matters and provides trustee services for selected law firm clients. Financial Transparency offers investment advisory and financial planning services to individuals, families, retirement plans, businesses, and other organizations through a network of independent advisory representatives. The firm employs an investment approach based on Modern Portfolio Theory and the Efficient Market Hypothesis, utilizing both passive and active strategies tailored across several programs with ongoing portfolio monitoring and rebalancing.

Grant Kuphall is a financial advisor at Searle & Co. in Chicago, IL, holding Series 63 and Series 65 licenses with 45 years of industry experience. He has been with Searle & Co. since 2001 and also associated with The Advisors Group since 2000. Searle & Co. provides discretionary and limited non-discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm manages approximately $630 million across 126 client relationships with a seven-advisor team, employing a tailored investment approach that includes model portfolios, fundamental and technical analysis, and ongoing account monitoring.

Sean Papreck is a financial advisor at Wellment Financial with 10 years of industry experience and holds a Series 65 designation. He has worked at FSR Wealth Management, Ltd. and FSR Insurance Planning, Ltd., where he is also a licensed insurance agent assisting clients with life insurance and fixed annuity products. Additionally, he provides occasional accounting and tax advice through his role at FSR Certified Public Accountants, Ltd. Wellment Financial offers investment management, manager selection, and financial planning services to individuals, high-net-worth clients, and institutions. The firm focuses on retirement planning with an emphasis on tax strategies and employs diversified model portfolios utilizing various approaches including value investing, tactical and strategic asset allocation, and direct indexing.

Daniel Knapp is a Series 65-licensed advisor at Rothschild Wealth LLC with five years of industry experience. Prior to joining Rothschild Wealth in 2021, he worked for 12 years at Abbott Labs. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, corporate executive groups, trusts, retirement plans, and institutional clients. The firm’s investment approach centers on asset-allocation models supported by quantitative analysis, offering portfolio management, financial and estate planning coordination, and retirement consulting.

Jenny Selvaggio is a CFP® certificant with 11 years of industry experience. She has worked at Coyle Financial Counsel since 2020 and previously held roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and William Blair and Company LLC. Coyle serves individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities by offering discretionary and non-discretionary asset management, wealth advisory, and project-based services. The firm’s investment approach includes tactical and strategic asset allocation alongside fundamental, quantitative, and technical analysis.

Nina Milligan is a CFP® and holds a Series 66 license with five years of industry experience. She currently works at Zenith Wealth Partners and previously held positions at Edward Jones, Citibank, and JP Morgan. Zenith Wealth Partners serves individuals, small businesses, retirement plan sponsors, and charitable organizations, offering services ranging from financial planning and portfolio management to retirement plan consulting and direct private investment evaluation. The firm employs a risk-based investment process focused on diversified index exposures combined with selective active management, and it utilizes documented policies and multi-factor review frameworks.

Michael Lafontaine is a financial advisor at AZA Capital Management in Chicago, IL, with 19 years of industry experience. He has been with AZA Capital Management since 2009 and holds a Series 66 designation. Outside of his advisory role, Mr. Lafontaine owns Harbour Capital Holdings, LLC, a non-investment business focused on maintaining operational continuity through an off-site office location. AZA Capital Management serves individuals, families, other financial advisors and their clients, institutions, retirement plans, and charitable organizations. The firm employs tactical, multi-factor asset allocation strategies primarily using index-based ETFs and dynamic equity and fixed-income shifts, and it frequently acts as a sub-advisor and strategy provider to other advisers and platforms.

Marvin Reinglass is a financial advisor with Signature Financial Services, Ltd in Arlington Heights, IL, holding the CFP®, PFS™, and Series 66 designations, with 26 years of industry experience. He has worked at First Heartland Capital, Inc. since 2001 and Wipfli, LLP from 2016 to 2020. Outside of investment advisory, he is involved in business consulting and management through R and P Financial Services. Signature Financial Services, Ltd provides portfolio management and financial planning to individuals, pension plans, trusts, estates, and business entities, using a modern portfolio theory approach with model portfolios of mutual funds, ETFs, and third-party asset allocation strategies. The firm serves clients on both discretionary and non-discretionary bases and acts as an ERISA 3(21) co-fiduciary for employee benefit plans.

Nicole Hansen is a financial advisor at Fort Sheridan Advisors LLC with a Series 65 designation and two years of industry experience. Prior to joining Fort Sheridan Advisors, she worked at Davidson Hospitality Group and held various roles at the University of Nebraska and other organizations. 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 combining quantitative optimization, computer models, technical analysis, and qualitative judgment to manage customized portfolios across multiple asset classes.

Charlie Kuhn is a financial advisor at Rothschild Investment LLC in Chicago, IL, holding a Series 66 designation with two years of industry experience. Prior to joining Rothschild in 2025, he worked at JPMorgan Chase Bank and JPMorgan Securities. Outside of finance, he has experience working with the Indianapolis Colts and operated Parlor Doughnuts for two years. Rothschild Investment LLC provides investment advisory and financial planning services to individuals, trusts, corporations, pension and profit-sharing plans, and institutional retirement plans. The firm uses client-specific asset allocation models integrating tax, estate, cash-flow, and risk factors, supported by quantitative analysis and third-party platforms, and has a history dating back to 1908 under family guidance.

Michael Hickey is a financial advisor at Regal Advisory Services, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Regal Securities since 2023, following positions at Level Four Advisory Services and Level Four Financial, LLC. Regal Advisory Services, Inc. provides financial planning, portfolio management, and retirement plan advisory services to individuals, including high-net-worth clients, as well as trusts, foundations, and business entities. The firm uses a combination of fundamental and quantitative research, offering a range of managed account programs through proprietary platforms and third-party managers, with options for discretionary and non-discretionary management.

Peter Mullins is a CFP® professional with 17 years of experience in the financial services industry. He has been with Vestor Capital, LLC since 2013 and previously worked at Merrill from 2009 to 2013. Vestor Capital provides investment and wealth management, portfolio management, and financial planning services to individuals, nonprofit organizations, foundations, and qualified retirement plans. The firm employs a centralized Investment Committee and a diversified, fundamental research-driven approach across multiple asset classes.

Aldin Rakovic is a financial advisor at SGL Financial, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., Citizens Securities, Inc., and Chase Investment Services Corp. before joining SGL Financial in 2026. SGL Financial, LLC serves financially established individuals, high-net-worth clients, small businesses, and certain retirement and profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and oversight of sub-advisers, emphasizing broad diversification and long-term asset allocation.