Paul Merrick is a CFA® charterholder with 20 years of industry experience. He has been with Riverpoint Wealth Management since 2013 and previously worked at LPL Financial LLC. Merrick holds a Series 66 license and is based in Chicago, IL. Riverpoint Wealth Management serves individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable and corporate entities. The firm offers discretionary asset management, financial planning, and consulting services, emphasizing customized portfolio construction, quantitative analysis, and ongoing monitoring through an investment committee.

Haili Cochran is a financial advisor at Timothy Financial Counsel, Inc. with one year of industry experience. She holds a Series 65 designation and has worked at Timothy Financial Counsel since 2024, following roles at First Trust and Centric Bank. Her background includes diverse work experience spanning education and retail. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm offers project-based advice focused on comprehensive financial planning topics and favors diversified, no-load mutual funds and ETFs with an emphasis on asset allocation and rebalancing.

Connor Ladone is a financial advisor at Rothschild Wealth LLC with four years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services and Baxter International. 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 uses asset-allocation models and quantitative tools to construct and manage portfolios across various investment vehicles, offering comprehensive financial planning, portfolio management, and retirement plan consulting services.

Matthew Stadler is a financial advisor at Embree Financial Group with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at LPL Financial Corporation since 2009. Stadler is also associated with Moody Investment Advisors and Waterstone Financial Group, both since 2003. Embree Financial Group provides holistic financial planning, discretionary investment management, and retirement plan consulting to individuals and institutions. The firm serves high net worth individuals, families, pension and profit-sharing plans, trusts, and corporations, employing a fiduciary approach with fundamental, technical, and cyclical analysis supported by advanced performance metrics.

Benjamin Altman is a financial advisor at Altman Advisors in Chicago, IL, holding a Series 66 designation with 22 years of industry experience. He has been with Altman Advisors since 2016 and also maintains a role at Purshe Kaplan Sterling Investments. Altman Advisors provides discretionary portfolio management and investment consulting services to individuals, trusts, retirement plans, and business clients. The firm emphasizes fundamental analysis, strategic asset allocation, and utilizes quarterly monitoring with both long- and short-term strategies, including the use of derivatives and alternative investment products.

Rebecca Raff is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Nadler Financial Group, Inc. She has worked at both Nadler Financial Group and Ausdal Financial Partners since 2011. Nadler Financial Group serves individuals, charitable organizations, business entities, and retirement plans by providing discretionary investment management alongside financial planning and retirement plan consulting when requested. The firm employs tactical asset allocation across diversified vehicles and offers a multi-advisor scale with specialized programs for clients with smaller account sizes.

Daniel Fitzgerald is a CFP® with 13 years of industry experience, currently serving as an advisor at Pinnacle Financial Group LLC. He is a managing member of ALBATROSS41, LLC, which owns 50% of Pinnacle Financial Group. 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 and quantitative optimization, offering personalized financial planning and investment management through a small team of four advisors.

John Harris is a CFP® and holds a Series 66 license with six years of industry experience. He is currently an advisor at Zimmerman Wealth Management, LLC, where he has worked since 2025. Prior to joining Zimmerman, he held positions at Pathstone and Valic Financial Advisors, and has experience in both academic and corporate settings. Zimmerman Wealth Management is an SEC-registered advisory firm that provides discretionary investment management, comprehensive financial planning, and pension consulting to a diverse client base including individuals, trusts, employee benefit plans, charitable organizations, and privately held entities. The firm employs a conservative, long-term asset allocation approach using a mix of mutual funds, ETFs, and closed-end funds, with accounts typically managed on a discretionary basis and supported by ongoing monitoring and written reporting.

Samuel Velblum is a financial advisor at Nadler Financial Group, Inc. with a Series 66 license and one year of industry experience. His prior work includes roles at Ausdal Financial Partners, the Israeli Fintech Center, Gold Ventures Investment, and various educational and community organizations. Nadler Financial Group manages over $2.18 billion for more than 1,000 clients through a 15-advisor team, offering discretionary investment management and financial planning services. The firm serves individuals, charitable organizations, business entities, and employer-sponsored retirement plans, employing diversified portfolios with tactical asset allocation and specialized strategies such as direct indexing and interval funds.

Susan Szalczynski is a CFP® and holds a Series 66 license with 26 years of industry experience. She is affiliated with Signature Financial Services, Ltd and has worked at First Heartland Capital, Inc. and James B. Szal & Co. for over two decades. Signature Financial Services provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and business entities. The firm’s investment approach is asset-allocation driven and grounded in modern portfolio theory, utilizing model portfolios and institutional strategists across various asset classes.

Katie Macek is a CFP® professional with nine years of industry experience, currently serving at Timothy Financial Counsel, Inc. She previously worked at Mac-Ord Management Group for seven years and has experience outside finance, including operating Arbica Cafe. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm that provides project-based advice and individual consultations for a range of clients, including individuals, families, businesses, and charities. The firm emphasizes a time-based billing model and offers guidance focused on diversified mutual funds and ETFs, with a primary focus on advisory and implementation coaching rather than ongoing portfolio management.

Philip Gordon is a financial advisor at Altman Advisors in Chicago, IL, holding a Series 65 designation with two years of industry experience. Prior to joining Altman Advisors, he spent over two decades at Utah Valley University. Outside of his advisory role, he operates a short-term rental business in Denver through Pretty Big Orange, LLC. Altman Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm emphasizes fundamental analysis and strategic asset allocation, offering a broad range of investment instruments and a wrap fee program that absorbs transaction costs.

Andrew Swierenga is a financial advisor at Timothy Financial Counsel, Inc. with three years of industry experience. He holds a Series 65 designation and has worked in various roles including positions at Wheaton College and Regions Bank. Outside of advising, he was involved with Trash Taxi of Georgia LLC. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm that serves individuals, families, businesses, trusts, charities, and retirement plans. The firm emphasizes advisory and implementation coaching without managing client assets, focusing on diversified investment exposure through no-load mutual funds and ETFs and providing a structured multi-level planning menu.

Anne Petty is a CFP® professional with 14 years of industry experience. She has worked at Doyenne Wealth Advisors since 2022 and was previously with Brownson, Rehmus & Foxworth, Inc. for six years. Based in Chicago, IL, she is part of a team of ten advisors at Doyenne Wealth Advisors. Doyenne Wealth Advisors provides personalized financial counseling and non-discretionary investment advisory services to high-net-worth individuals, senior corporate executives, and related trusts, foundations, and endowments. The firm emphasizes long-term, diversified asset allocation and operates on a fee-only, independent basis, managing over $1.8 billion under a non-discretionary model.

Steven Lewit is a financial advisor with SGL Financial, LLC, holding Series 63 and Series 65 designations and over 20 years of industry experience. He has been associated with multiple firms, including KCD Financial, Tarkenton Financial, and Wealth Financial Group, with career history dating back more than three decades. Lewit is also CEO of Wealth-N, Inc. and serves as an agent for Tarkenton Financial LLC and J.G. Wentworth’s annuity purchase program. SGL Financial, LLC provides fee-based investment management, financial planning, and consulting services to financially established individuals, high-net-worth clients, small businesses, and certain retirement plans. The firm operates under a fiduciary standard, emphasizing diversified asset allocation and long-term investment horizons, often implementing strategies through third-party managers.

George Carroll is a financial advisor at Regal Advisory Services, Inc. with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Regal Securities and Loyola Marymount University, among other organizations. Regal Advisory Services serves individuals, retirement plans, trusts, foundations, and businesses by providing financial planning, portfolio management, and retirement plan advisory services. The firm employs a combination of fundamental and quantitative research to implement portfolios using proprietary offerings and third-party managers, often using non-discretionary advisory arrangements where clients retain final trading authority.

Frederick Kort is a CFP® and holds a Series 66 license with 19 years of experience in the financial advisory industry. He is currently with Cura Wealth Advisors, LLC and previously worked at Arete Wealth Advisors, IHT Wealth Management, Insight Securities, and UBS Financial Services. He is based in Chicago, IL. Cura Wealth Advisors serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities by providing comprehensive portfolio management and standalone financial planning. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis along with various asset-allocation strategies and manages over $527 million in assets across 172 client relationships.

Qin Zhang is a financial advisor at Sun Global LLC with two years of industry experience. He holds a Series 65 designation and also serves as owner and president of FISO Group LLC, an insurance agency, where he manages and markets the business. Sun Global LLC provides discretionary portfolio management primarily for high-net-worth individuals, using a combination of fundamental, technical, cyclical, and quantitative analysis to drive investment decisions. The firm employs a mix of long-term investing, short-term trading, and options strategies while typically holding discretionary trading authority.

Frank Kautzky is a financial advisor at Chicago Oakbrook Financial Group with 26 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to his current tenure beginning in 2024, he worked at Commonwealth Financial Network and Chicago Oakbrook Financial Group from 2007 to 2024. Outside of advising, he is the owner and president of KPW Holdings, Inc., a private entity established for tax purposes and RIA ownership. 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 and supports its advisory team with institutional resources, managing over $1.2 billion in client assets.

Thomas Shankland is a financial advisor with Harvest Investment Services, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes long tenures at ProEquities, Inc. and extensive involvement with multiple insurance companies dating back over four decades. He is also the owner of Shankland Financial Services, an estate and financial planning firm where he serves as a Certified Estate Planner and Chartered Financial Consultant. Harvest Investment Services, LLC offers discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, and other entities. The firm employs an actively managed tactical strategy and serves clients through a multi-advisor team structure across several offices.