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.

Alexandra Nelson is a financial advisor at Strategic Investment Solutions, Inc. with three years of industry experience. She holds a Series 65 designation and previously worked at Price Waterhouse Coopers and Northern Illinois University. Strategic Investment Solutions is a multi-advisor SEC-registered firm that provides discretionary portfolio management and model-portfolio services to individuals, pension and profit-sharing plans, trusts, and estates. The firm employs a hybrid passive approach based on asset allocation and the Efficient Markets framework, using diversified portfolios primarily composed of institutional funds from Dimensional Fund Advisors.

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.

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.

Erin Fogarty is a financial advisor at Wellment Financial in Elmhurst, IL, holding a Series 65 designation with seven years of industry experience. She has worked with FSR Wealth Management and FSR Insurance Planning, Ltd., where she is a licensed insurance agent. Wellment Financial provides investment management, manager selection, and financial planning services to individuals, high-net-worth clients, and institutions, focusing on retirement planning and tax strategies. The firm implements diversified model portfolios using various investment approaches and offers managed accounts through a third-party sub-advisor and wrap-fee platform.

Christopher Recker is a financial advisor at AZA Capital Management in Chicago, IL, with 18 years of industry experience. He has been with AZA Capital since 2014 and holds Series 63, Series 65, and Series 66 designations. Outside of his advisory role, Mr. Recker owns Atmos, LLC, a business focused on operational continuity services unrelated to investment management. AZA Capital Management serves individuals, families, financial advisors, institutions, retirement plans, and charitable organizations. The firm employs quantitative and qualitative methods to implement tactical, multi-factor asset allocation strategies primarily using index-based ETFs and custom fixed-income portfolios, and it frequently acts as a sub-advisor or strategy provider to other advisers and platforms.

Jacob Shamblott is a CFP® professional at Blue Line Capital with eight years of industry experience. He has held roles at BNY Mellon, LPL Financial, BMO Harris Bank, Bank of America, Merrill, and the University of Kansas. Shamblott is based in Chicago, IL, and has been with Blue Line Capital since 2024. Blue Line Capital is a team-based registered investment adviser managing approximately $131.9 million for about 121 clients. The firm offers discretionary portfolio management and comprehensive financial planning, utilizing a blend of fundamental, technical, and cyclical analysis alongside tactical and strategic asset allocation.

Kaitlin Hyland is a financial advisor at Horizon Wealth Management with four years of industry experience. She holds the Series 65 designation and has worked previously at Cresset Asset Management and Horizon Wealth Management. Horizon Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term, fiduciary investment approach using diversified portfolios of mutual funds, ETFs, and individual securities, supported by ongoing monitoring and periodic reviews.

Aaron Harrison is a financial advisor at Vertis Wealth, LLC with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services, Inc., Citizens Securities Inc., and Catholic Funeral Services. Vertis Wealth provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as corporations and charitable organizations. The firm emphasizes long-term, value-oriented equity selection, strategic asset allocation, and option strategies, tailoring services to client objectives.

Kyle Redd is a financial advisor at Vertis Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Trifound Advisory since 2022 and TriFound Financial since 2014. Outside of advisory services, he is also an insurance agent, offering insurance products and services to clients. Vertis Wealth provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as corporations and charitable organizations. The firm emphasizes long-term, value-oriented equity selection, strategic asset allocation, and option strategies, tailoring services to client objectives.

Brian Szymczak is a financial advisor with Wellment Financial in Elmhurst, IL, holding a Series 65 designation and four years of industry experience. He has previously worked with Portfolio Solutions Group and has been associated with FSR Wealth Management, Ltd. and FSR Insurance Planning, Ltd. since 2018. Wellment Financial serves individuals, high-net-worth clients, and institutions with investment management, manager selection, and financial planning, emphasizing retirement and tax strategies. The firm utilizes diversified model portfolios and employs approaches including value investing and direct indexing, offering both discretionary and non-discretionary account management.

Melissa Diamond is a financial advisor with North Star Investment Management Corporation, holding Series 63 and Series 65 licenses and having 27 years of industry experience. She has been with North Star since 2004 and also works with NewEdge Securities, Inc. in a registered representative capacity. North Star Investment Management Corporation serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, providing discretionary portfolio management, financial planning, and family office services. The firm manages approximately $2.5 billion in assets and emphasizes individualized investment policies often implemented through its own mutual funds and a range of equity, fixed income, and option strategies.

Kelli Wang is a financial advisor at Centric Wealth Management, LLC in Chicago, IL, with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Purshe Kaplan Sterling Investments, Inc. and Bank of America, N.A. Centric Wealth Management is a team-based advisory firm serving individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm manages approximately $725.6 million for about 546 clients using customized model strategies and a blend of fundamental, technical, quantitative, and qualitative analysis.

Melissa Imbrogno is a CFP® with 15 years of industry experience, currently serving as a team leader and relationship manager at RAI Wealth. Her prior experience includes roles at Securities America Advisors and National Planning Corporation. She and her husband volunteer with Bridge Communities, mentoring a homeless family through a two-year transitional housing program. RAI Wealth provides investment advice and financial planning to a diverse client base, including individuals, families, trusts, and retirement plans. The firm combines third-party model portfolios and in-house management using modern portfolio theory and quantitative analysis to tailor strategies to client objectives and risk tolerances.

Brendon Pierce is a financial advisor with Chicago Oakbrook Financial Group, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Allianz Global Investors and Commonwealth Financial Network. Outside of his advisory work, he is the owner of Fox Hill Ventures, LLC. Chicago Oakbrook Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses with customized wealth management, discretionary portfolio management, and comprehensive financial planning. The firm employs a wide range of securities and investment strategies tailored to client objectives and maintains an institutional relationship with Raymond James for custodial and research support.

David Dickman is a CFP®-designated financial advisor with seven years of industry experience. He is currently with Rothschild Investment LLC and previously worked at JPMorgan Securities LLC and J.P. Morgan. Rothschild Investment serves a diverse client base including individuals, families, institutions, and retirement plan sponsors. The firm provides portfolio management, financial planning, and retirement plan consulting using tailored asset-allocation models and a combination of mutual funds, ETFs, and individual securities.

Gregory Benner is a financial advisor at Vertex Partners with over 24 years of industry experience. He holds the CFP® and ChFC® designations and has worked at LPL Financial and HighPoint Advisor Group prior to joining Vertex Planning Partners. In addition to his advisory role, he is a partner at Vertex Accounting Partners, LLC, which provides tax preparation and accounting services. Vertex Partners offers advisory services to a diverse client base, including individuals, trusts, estates, retirement plans, and charitable and corporate entities. The firm’s investment approach focuses on asset allocation, diversification, and behavioral finance, utilizing a combination of active and passive strategies across mutual funds, ETFs, separately managed accounts, and independent managers.