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.

Ethan Schmidt is a Certified Financial Planner (CFP®) with nine years of industry experience. He is currently with Rothschild Wealth LLC, where he has worked since 2024. His prior experience includes roles at AlphaCore Capital LLC, Catalyst Wealth Management, Bank of America, and Merrill Lynch. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, corporate executives, trusts, retirement plans, and other institutional clients. The firm’s investment approach focuses on asset-allocation models supported by quantitative analysis and client input, implementing portfolios through mutual funds, ETFs, individual securities, or sub-advisers.

Jeremy Lam is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Goldstone Financial Group, LLC and has prior experience at firms including Corient Services LLC, Ayco/Goldman Sachs & Co. LLC, and United Capital Financial Advisers, LLC. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing approximately $1.05 billion for individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers and model portfolios, implementing strategies that include mutual funds, ETFs, fixed income, and select alternatives.

Andrew Atseff is a financial advisor with Rothschild Wealth LLC in Oakbrook, IL, holding Series 63 and Series 65 designations and 21 years of industry experience. He has worked with Rothschild Wealth LLC since 2012 and has prior experience at Halo Securities, LLC, World Equity Group, and Osaic FA, Inc. He is also a licensed life and health insurance agent. 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 and offers discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

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.

Edward Smith is a financial advisor with Vertex Partners and holds Series 63 and Series 65 licenses. He has four years of industry experience, including prior roles at TPOD and LPL Financial. Outside of his advisory work, Edward serves as the head rugby coach for the Chicago Blaze Rugby Club. Vertex Partners provides advisory services to individuals, trusts, estates, retirement plans, and charitable and corporate entities through financial planning, investment and wealth management, and consulting. The firm’s investment process focuses on asset allocation, diversification, behavioral finance, and employs both active and passive strategies across multiple platforms.

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.

Timothy Pearce is a CFP® professional associated with One Wealth Capital Management, LLC, with 11 years of industry experience. His prior roles include positions at MassMutual Life, Guardian Life Insurance Company, and Northwestern Mutual. One Wealth Capital Management, LLC manages approximately $307 million for individuals, high-net-worth clients, and various institutions. The firm uses a macro-environmental tactical asset allocation approach with sector rotation and a growth/value framework, offering discretionary and non-discretionary investment management alongside comprehensive financial planning services.

Jennifer Clark is a financial advisor at Goldstone Financial Group, LLC, holding a Series 65 designation with over 18 years of experience as a CPA and three years with BSG Advisers prior to joining Goldstone. She has been with Goldstone Financial Group since 2026. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing approximately $1.05 billion across a diverse client base. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers, employing a range of strategies including mutual funds, ETFs, fixed income, and alternatives, with ongoing portfolio monitoring and formal annual reviews.

Amy Weigand is a CFA® charterholder and holds a Series 66 license, with four years of experience in the financial industry. She has worked at several firms including VCI Wealth Management, AE Wealth Management, FEFA Asset Management, and Wells Fargo Clearing Services before joining Altman Advisors, a Chicago-based firm, where she has been since 2025. Altman Advisors provides discretionary portfolio management and investment consulting to individuals, trusts, retirement plans, and business clients, offering customized financial planning and retirement-plan consulting. The firm employs fundamental analysis and strategic asset allocation in its investment approach, incorporating a range of investment strategies and instruments, including derivatives and cryptocurrency-linked products, with regular portfolio monitoring and rebalancing.

Gino Poli is a Certified Financial Planner® with seven years of industry experience. He is currently with Pendulum Wealth Partners, having previously worked at Ameriprise, Alliance Global Partners, and J.P. Morgan Securities among others. Outside of advisory work, Poli is a licensed insurance agent involved in insurance sales and implementation of insurance recommendations. Pendulum Wealth Partners serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans through discretionary portfolio management and financial planning. The firm employs a fundamental, long-term investment approach and offers a family office suite including tax projections and estate strategies, managing approximately $283 million for around 267 clients.

Peter Lisnic is a financial advisor at Hunter Capital Management with 12 years of industry experience. He holds a Series 66 designation and has worked at Hunter Capital Management since 2021, following a seven-year period operating under his own name. Hunter Capital Management is an SEC-registered investment adviser that serves high-net-worth individuals, pooled investment vehicles, and institutional clients. The firm manages assets across separate accounts, a registered mutual fund, and private pooled vehicles, employing value-oriented equity strategies and a unique commodity subadviser arrangement within one private fund.

Peter Gottlieb is a financial advisor at North Star Investment Management Corporation with 36 years of industry experience. He has worked with the firm since 2004 and previously held roles at Mid Atlantic Capital Corporation and Copley Financial Services Corp. Gottlieb serves as president of North Star Family Office, providing customized family office services. North Star Investment Management Corporation serves individuals, pension plans, trusts, charitable organizations, and corporations, offering discretionary portfolio management, financial planning, family office services, and participation in wrap-fee programs. The firm manages roughly $2.5 billion in client assets and frequently allocates client portfolios into its own mutual funds as part of its investment strategy.

Angela Williams is a Certified Financial Planner® with 16 years of industry experience. She has been with Wealthquest Corporation in Oak Brook, IL since 2013 and holds the Series 63 and Series 66 licenses. Wealthquest Corporation serves individuals, families, retirement plans, charitable organizations, businesses, trusts, and estates through tiered advisory programs that integrate portfolio management, financial planning, estate-planning assistance, and tax return preparation. The firm manages approximately $2.22 billion for about 1,583 clients using a multi-advisor team approach and offers both discretionary and non-discretionary services.

Brian Phillips is a CFP® and holds a Series 65 license, currently serving as an advisor at Kuhn Capital Partners with two years of industry experience. Prior to joining Kuhn Capital Partners in 2025, he worked at RMB Capital and Busey Wealth Management. He is a minority owner of Bison Natural Resources, LLC, which is involved with private funds managed by Kuhn Capital Partners. Kuhn Capital Partners provides discretionary asset management, financial planning, and retirement advice to individual and high-net-worth clients, as well as pooled investment vehicles. The firm constructs portfolios based on client objectives and risk tolerance, offers access to alternative investments for qualified clients, and manages multiple private funds as adviser, sponsor, and general partner.

Sean Prendergast is a financial advisor at MPS-LORIA Financial Planners, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, Charles Schwab, and Hightower. Outside of his advisory role, he serves as a high school football official for the Chicago Catholic League. MPS LORIA Financial Planners, LLC serves individual clients, including high-net-worth individuals, as well as corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm employs a predominantly discretionary, open-architecture investment approach focused on diversified allocations using no-load mutual funds and ETFs, supported by quantitative screening and research from Fiducient Advisors.

Cory Shepherd is a Certified Financial Planner™ (CFP®) and Chartered Financial Consultant (ChFC®) with 16 years of industry experience. He is a managing member of Lantern Tree Media Development Group, LLC, a media property development company, and co-author of the book *Your Business Your Wealth*, which involves related speaking engagements. Shepherd has worked at Sound Financial, LLC since 2017 and previously at Park Avenue Securities. Sound Financial, LLC is a team-based registered investment adviser with seven advisors managing approximately $170 million for individuals, high-net-worth clients, and business entities. The firm integrates Modern Portfolio Theory with model allocations and third-party money managers, providing tailored financial planning and portfolio management through various platforms and emphasizing higher-touch consulting services.

Anthony Greenwood is a financial advisor with Vestor Capital, LLC in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Nouveau Riche and TD Ameritrade. Vestor Capital provides investment and wealth management, portfolio management, and financial planning services to individuals, not-for-profit organizations, foundations, and qualified retirement plans. The firm employs a centralized Investment Committee that relies on internal fundamental research to implement diversified strategies across various asset classes, and it is affiliated with Focus Financial Partners, offering clients access to broader financial solutions.

John Mchenney is a CFA® charterholder with eight years of experience in the financial services industry. He is currently with Timothy Financial Counsel, Inc., where he has worked since 2023. His prior experience includes roles at First Trust Advisors L.P., Fidelity Investments, LLC, and The Vanguard Group, Inc. Timothy Financial Counsel, Inc. is a fee-only financial planning firm that provides hourly, project-based advice to individuals, families, businesses, trusts, charities, and retirement plans. The firm emphasizes diversified investment exposure using mutual funds and ETFs, asset allocation, and periodic rebalancing, focusing on advisory and implementation coaching rather than ongoing portfolio management.