Andrew Nigh is a CFA® charterholder with two years of industry experience. He is currently with Embree Financial Group and has previously worked at Envestnet, Frontier Partners, MSCI, and Northern Trust. Embree Financial Group provides holistic financial planning, discretionary investment management, and retirement plan consulting to individuals and institutions, including high net worth clients and corporations. The firm employs a fiduciary approach using fundamental, technical, and cyclical analysis, investing primarily in no-load mutual funds, ETFs, and individual securities.

Justin Dagostino is a CFP® and holds a Series 66 license, with nine years of experience in the financial services industry. He is currently with Vertex Partners, where he has worked since 2019 in various capacities, including the launch of Vertex Partners as an independent investment advisor firm in 2022. His prior experience includes roles at LPL Financial, TD Ameritrade, Scottrade, Executive Wealth Management, and INVEST Financial Corp. Vertex Partners provides advisory services to individuals, trusts, estates, retirement plans, and charitable and corporate entities. The firm’s investment approach emphasizes asset allocation, diversification, and behavioral finance, using a combination of active and passive model portfolios implemented through various investment vehicles and third-party manager platforms.

Ryan Lantz is a financial advisor at Lantz Financial LLC in Naperville, IL, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Lantz Financial, he worked at J. P. Morgan Securities LLC and JPMorgan Chase Bank N. A. from 2022 to 2024. Lantz Financial provides portfolio management, financial planning, and retirement-plan services to individuals, families, businesses, and retirement plans. The firm manages approximately $846 million in client assets and employs a globally diversified investment approach based on modern portfolio theory, using primarily mutual funds and exchange-traded funds.

George Tkaczuk is a financial advisor at RCM Wealth Advisors in Chicago, IL, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Know Your Options, LLC since 2011. RCM Wealth Advisors is a multi-advisor SEC-registered firm managing approximately $324 million for around 530 clients. The firm offers portfolio management and financial planning services to individuals, pension and profit-sharing plans, and corporate clients, utilizing a combination of fundamental and cyclical analysis alongside various tactical and options-based strategies.

James Dingle is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His prior roles include positions at American Trust Investment Services Advisory, Inc., American Trust Investment Services, Inc., and Lasalle St. Securities, L.L.C. Outside of his advisory work, he serves as head coach of the Lincoln-Way Hockey team. Chicago Capital Management Advisors is a multi-team registered investment adviser managing approximately $135 million in discretionary assets for over 600 households. The firm offers customized portfolio management and financial planning services across a range of client types, employing a bottoms-up fundamental screening process and integrating varied investment strategies and third-party managers.

Hanna An is a CFP® professional at Chicago Oakbrook Financial Group with one year of industry experience. She previously worked at Daniel Choi CPA, Inc. for two years. 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 uses a wide range of securities and investment strategies tailored to client objectives and manages over $1.2 billion in client assets through a multi-advisor team.

Kelly Zownorega is associated with Serenity Investment Advisors and holds a Series 65 designation. Kelly has been in the industry for less than one year, previously working as an office manager and in education roles. Serenity Wealth Management offers fee-based investment advisory and financial planning services to a broad range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a tactical allocation approach supported by fundamental analysis and proprietary model portfolios, managing both discretionary and non-discretionary assets.

Daniel Hamburger is a CFP® and holds a Series 66 license, with nine years of experience in the financial advisory industry. He is currently with Sikich Financial and has held positions at firms including UBS Financial Services and Wells Fargo Clearing. His background also includes self-employment and roles at several other advisory firms. Sikich Financial is an SEC-registered multi-team advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm provides integrated wealth management through financial planning and portfolio management, utilizing an asset-allocation approach supported by both in-house and third-party managers.

Sean Moran is a CFP® with 21 years of experience in financial services. He is currently with Pinnacle Financial Group LLC and has previously worked at Charles Schwab and UBS Financial Services Inc. Pinnacle Financial Group LLC is a fee-only, SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm combines modern portfolio theory with factor investing, quantitative optimization, and third-party research to provide personalized financial planning and investment management.

William Tasker is a financial advisor at 4 Wealth Advisors, Inc. with 20 years of industry experience. He holds the Series 66 designation and has prior experience at Retirement Income Management, Inc. and Mach 6, LLC. Tasker also serves as an adjunct professor teaching finance classes at Lewis University. 4 Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized portfolio management and financial planning solutions, utilizing a variety of analytical methods and maintaining affiliations with accounting and insurance entities.

Peter Clementz is a financial advisor at RCM Wealth Advisors in Chicago, IL, holding a Series 65 designation. He has one year of industry experience, having joined RCM Wealth Advisors in 2025. Prior to this, he worked at Culvers and Aurora University, and has experience in the fitness industry through XSport Fitness. RCM Wealth Advisors is a multi-advisor SEC-registered firm managing approximately $324 million for around 530 clients. The firm serves individuals, pension and profit-sharing plans, and corporate clients, offering portfolio management and financial planning with a focus on tailored strategies and a combination of fundamental and cyclical analysis.

Aldo Vultaggio is a CFA® charterholder with 18 years of industry experience. He has been with Capstone Financial Advisors Inc since 2016. Capstone Financial Advisors provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes asset-class allocation, cost control, and tax efficiency, employing a multi-year investment outlook with a range of strategies and access to private fund investments for qualified investors.

Jason Telford is a CFP® and CFA® with 14 years of industry experience. He has been with Capstone Financial Advisors, Inc. since 2004. Capstone Financial Advisors serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management along with financial planning, pension consulting, tax preparation, and access to private fund investments. Its investment approach emphasizes asset-class allocation, cost control, and tax positioning, utilizing mutual funds, ETFs, individual securities, and third-party sub-advisers under an Investment Committee’s oversight.

Matthew Cavanaugh is a financial advisor at XXI Wealth, LLC with 10 years of industry experience. He holds a Series 65 designation and has previously worked at MAI Capital Management LLC, Intersect Capital LLC, GTS Securities, LLC, TRU Trading LLC, and CMZ Trading. XXI Wealth serves individuals, high-net-worth clients, trusts, estates, and select retirement plans, providing comprehensive financial planning and portfolio management. The firm employs tailored asset-allocation strategies including a range of investment vehicles and is notable for its use of margin and derivatives within separately managed accounts, serving a limited client base with a customized service model.

Thomas Obrien is a financial advisor at Rothschild Wealth LLC with 17 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Morningstar Investment Services, Genesis Global Trading, and Astor Investment Management. He is a silent equity partner of TRAIN, LLC, a private workout facility, where he serves on a sub-committee for rules and bylaws. Rothschild Wealth LLC advises individuals, high-net-worth clients, corporate executive groups, trusts, pension and profit-sharing plans, and other institutional and tax-exempt entities, offering financial planning and portfolio management services. The firm uses asset-allocation models tailored to client objectives and employs quantitative methods and third-party sub-advisers to manage portfolios across various investment vehicles.

David Jutovsky is a financial advisor with Financial Solutions Advisory Group in Chicago, IL, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 23 years of industry experience and has worked with HighTower Advisors LLC and Leonetti & Associates, LLC. Outside of his advisory role, he serves as president of JDL Private Tax Services, Inc., a tax preparation company. Financial Solutions Advisory Group advises high-net-worth individuals, corporations, pension and profit-sharing plans, and trusts, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting and education. The firm develops client-specific investment policies and employs a combination of fundamental, technical, quantitative, and qualitative analysis, offering both long- and short-term strategies.

Michael Johnson is a financial advisor at PCG Wealth Management with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial LLC, Johnson, Peterek & Howse LLC, Richard K Johnson & Associates, and Mazars USA. Outside of advising, he is involved in tax preparation and accounting through his activities with MEJ and Associates and Johnson, Peterek & Howse LLC. PCG Wealth Advisors serves individuals, charitable organizations, corporations, and retirement plans, managing approximately $931 million for about 1,800 clients. The firm offers customized portfolio management and financial planning with a focus on long-term strategies using low-cost mutual funds and ETFs, alongside other investment vehicles tailored to client needs.

Cynthia Mittlestaedt is a CFP® and holds a Series 65 license, with six years of industry experience. She is currently with Vertex Partners and has previously worked at Highpoint Planning Partners, Aspire Planning Group, and Edward Jones. Vertex Partners provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm tailors portfolios based on clients’ risk tolerance, time horizon, and liquidity needs, utilizing a variety of investment strategies including proprietary model portfolios, mutual funds, ETFs, individual securities, and third-party program platforms, with ongoing monitoring and rebalancing.

Justin Terzo is a financial advisor at Lake Street with 16 years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America and Merrill prior to joining Lake Street in 2018. Terzo is licensed as an insurance agent in Illinois and may offer insurance products on a commission basis. Lake Street Private Wealth provides discretionary investment management, financial planning, and fiduciary services to individuals, high-net-worth clients, business entities, and various types of plans and trusts. The firm emphasizes institutional cost structures, global diversification, tax minimization, and asset-class allocation through a mix of analytical approaches.

Julia Foran is a financial advisor at Stenger Family Office, LLC with five years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Calamos Investments, as well as served in the United States Senate. Stenger Family Office serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations, managing approximately $735 million. The firm offers tailored financial planning, portfolio management, wealth and family office services, and pension consulting, utilizing a combination of mutual funds, ETFs, individual securities, and independent managers overseen by an investment committee.