John Dillon is a financial advisor at Vestor Capital, LLC in Chicago, IL, holding a Series 66 designation with 12 years of industry experience. He has worked with Uhlmann Investment Management L.L.C. since 2017 and Uhlmann Price Securities since 2012. Vestor Capital is a multi-team investment and wealth management adviser serving individuals, families, not-for-profit organizations, foundations, and qualified retirement plans. The firm manages approximately $2.08 billion in discretionary assets through 21 advisors and employs a centralized Investment Committee to construct concentrated, typically low-turnover equity portfolios alongside a variety of fixed income and alternative strategies.

Brett Grossman is a financial advisor at Factor Wealth Management with two years of industry experience. He holds a Series 65 designation and has previously worked at PNC Financial Services Group and other organizations. Factor Wealth Management Ltd. serves individuals, high-net-worth clients, business entities, charitable organizations, and pension and profit-sharing plans with investment management, financial planning, pension consulting, and third-party adviser selection. The firm uses a long-term, systematic, risk-based approach focused on broad global diversification and managing portfolio turnover, trading costs, and investor behavior.

Parker Taylor is a financial advisor at Paradigm Wealth Management, LLC in Oakbrook, IL. He holds Series 65 and Series 66 licenses and began his advisory career in 2024 after completing ten years as a full-time student. Paradigm Wealth Management serves individuals, including high-net-worth clients, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and third-party money manager recommendations. The firm employs a range of investment strategies tailored to client objectives and offers no-fee educational seminars on topics such as diversification and asset allocation.

Marisa Marshall is a CFP® professional at Capstone Financial Advisors Inc with six years of experience in the financial services industry. Her prior roles include positions at The Mather Group, Baroncini, Shorts, and Morton Private Wealth. Capstone Financial Advisors serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering portfolio management, financial planning, and supplementary services such as tax preparation and access to private fund investments. The firm emphasizes asset-class allocation, cost control, and tax positioning, managing approximately $2.44 billion in client assets across a multi-advisor team.

Samuel Gerry is a financial advisor at Goldstone Financial Group, LLC with two years of industry experience. He holds the Series 65 and Series 63 credentials. Prior to joining Goldstone, he worked at ALPS Distributors, Inc. and Performance Trust Asset Management. 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 various investment models, utilizing mutual funds, ETFs, fixed income, and alternative vehicles with ongoing account monitoring and formal annual reviews.

Pei Liu is a financial advisor at E. A. Horwitz LLC with 14 years of industry experience and holds a Series 66 designation. Prior to joining E. A. Horwitz in 2017, Liu worked at Western International Securities, BFC Planning, Berthel, Fisher & Company Financial Services, and Morgan Stanley. E. A. Horwitz LLC is a team-based registered investment adviser with ten advisors managing approximately $273 million for several hundred individual clients. The firm offers portfolio management and financial planning services with a conservative, principal-preservation investment approach and individualized portfolios.

Brian Burkhart is a financial advisor at Wealth Effects with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Bridgeway Wealth Partners, Avenir Private Advisors, Bank of America, Merrill, and Managed Account Advisors. Wealth Effects provides discretionary wealth management, financial planning, and investment management to individuals, high-net-worth clients, trusts, estates, retirement plans, and businesses. The firm uses a combination of fundamental and technical analysis to build primarily long-term portfolios with individual stocks, ETFs, mutual funds, bonds, and options, managing accounts mostly on a discretionary basis with regular reviews.

Kathryn Parker is a financial advisor at Hartline Investment Corporation with 10 years of industry experience. She holds a Series 65 designation and has been with Hartline since 2015. Hartline Investment Corporation provides discretionary and non-discretionary portfolio management services to individuals, pension and profit sharing plans, charitable organizations, corporations, and municipal entities. The firm employs a range of analytical strategies and techniques, including options trading, short selling, and margin use, to tailor portfolios according to client goals and risk tolerances.

Jeremy Reiland is a financial advisor at Vantage Point Financial, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prosperity Capital Advisors and The Chamberlin Group. Outside of his advisory role, he is a licensed insurance agent with Reiland Financial Group, offering life and health insurance products and Medicare planning. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners by providing investment management, financial planning, and wealth consulting. The firm employs a fiduciary, customized approach focused on long-term portfolio construction using low-cost funds and ETFs, with flexibility to include alternative investments and tax-sensitive strategies.

Matthew Carey is a financial advisor at Keebeck Wealth Management in Chicago, IL, holding a Series 65 designation with six years of industry experience. He has been with Keebeck since 2018 and previously worked at CME Group and UIC John Marshall Law School. Keebeck Wealth Management provides discretionary portfolio management services to individuals, retirement plans, and corporate clients, overseeing approximately $2.03 billion across 147 client relationships. The firm employs third-party managers and a TAMP platform with Dynasty Financial Partners, utilizing a range of investment strategies including technical and fundamental analysis, derivatives, and digital-asset exposures.

Gavin Doyle is a financial advisor at Centric Wealth Management, LLC in Chicago, IL, holding a Series 65 designation with three years of industry experience. Prior to joining Centric Wealth Management, he worked in the hospitality and retail sectors, including positions at Old Goat Tavern and Blain's Farm and Fleet. Centric Wealth Management is an SEC-registered advisory firm serving individual clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm offers discretionary investment management and financial planning, utilizing proprietary model strategies and a combination of fundamental, technical, quantitative, and qualitative analysis.

Robert Wootton is a CFP® professional with 15 years of experience in financial advising, currently with Capstone Financial Advisors Inc. He has worked at USAA Financial Planning Services and USAA Financial Advisors, Inc. since 2011. Capstone Financial Advisors serves individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, pension consulting, and tax preparation, with an investment approach that emphasizes asset-class allocation, cost control, and tax positioning.

Jakob Horwitz is a financial advisor with E. A. Horwitz LLC, holding a Series 66 designation and six years of industry experience. He has worked at LaSalle St. Securities, LLC, Western International Securities, Inc., and Peppermill Casino prior to his current roles. Horwitz serves on the FINRA SIE writing committee. E. A. Horwitz LLC is a team-based registered investment adviser with ten advisors managing approximately $273 million for several hundred individual clients. The firm offers portfolio management and financial planning services with a conservative, principal-preservation investment approach, individualized portfolios, and active trading capabilities.

Sean Lyman is a CFP® professional with 13 years of experience in the financial services industry, currently serving as an advisor at Sequoia Wealth Management, LLC since 2016. He previously worked at JMC Wealth Management, Inc. and has been associated with LPL Financial since 2013. Lyman is also a commissioned notary public in the state of Illinois. Sequoia Wealth Management advises individuals, trusts, corporations, and employer retirement plans, offering asset management, financial planning, and retirement consulting. The firm combines a hybrid investment approach with continuous account supervision, utilizing model portfolios, third-party strategists, and algorithm-based solutions to tailor client portfolios.

Michael Dillon is a financial advisor with Uhlmann Investment Management, L.L.C. He holds Series 63 and Series 65 designations and has 36 years of experience in the industry. His career includes roles at Uhlmann Price Securities since 2011, Wells Fargo Advisors since 2009, and David A. Noyes & Company since 1994. Uhlmann Investment Management provides discretionary and non-discretionary portfolio management to individual, institutional, and trust clients, including high-net-worth individuals. The firm’s investment approach is based on fundamental analysis and long-term asset allocation, offering a mix of stocks, bonds, ETFs, mutual funds, and alternatives tailored to clients’ objectives and risk tolerance.

Neha Howery is a CFP® and CFA® at Studio Investment Management in Chicago, with 11 years of industry experience. She has been with Studio Investment Management since 2011. Studio Investment Management provides discretionary investment management, financial planning, and investment consulting for individuals, high-net-worth clients, trusts, partnerships, retirement plans, and certain government entities. The firm emphasizes fundamental analysis, price sensitivity, and a long-term mindset, managing portfolios with individual stocks and bonds, ETFs/ETNs, mutual funds, and options while incorporating cost awareness across fees and taxes.

Elizabeth Richardson is a CFP® and PFS™ credentialed financial advisor with six years of industry experience. She is the owner of Blüte Financial Coaching in Chicago, IL, where she has worked since 2021. Prior to founding her firm, Richardson was affiliated with Trinity Financial Advisors, LLC and Origin Financial. In addition to her advisory work, she owns TempCPA, Inc., a tax consulting business. Blüte Financial Coaching provides fee-only financial planning and coaching services to individuals and families, focusing on households at earlier stages of wealth accumulation without minimum asset requirements. The firm uses evidence-supported investment strategies, favoring passive management with selective active management, and delivers services in a coaching format on a non-discretionary basis.

John Smith IV is a financial advisor at Legacy Financial Advisors, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including Arbor Financial Services, LLC and Alpha Cubed Investments, LLC. Since 2006, he has also served as Chief Investment Officer and Partner at Edge Financial Advisors, LLC, focusing on investment management and client services. Legacy Financial Advisors is a multi-advisor team managing approximately $1.5 billion in client assets for individuals, families, businesses, and charitable organizations. The firm provides financial planning and discretionary portfolio management with an investment approach centered on diversification and asset allocation across traditional and alternative investments.

Lauren Genuardi is a CFP® with 14 years of industry experience and is currently with Expressive Wealth LLC, where she has worked since 2024. Her prior experience includes positions at Telemus Capital, LLC and Barrington Strategic Wealth Management Group LLC. She is also an independent insurance agent. Expressive Wealth LLC serves individuals, high-net-worth clients, trusts, estates, and retirement plans, providing discretionary asset management, ERISA 3(38) plan services, modular financial planning, and consultation. The firm uses a multi-strategy investment approach tailored to client goals and is notable for its ERISA fiduciary services and management of defined-contribution participant accounts through aggregation platforms.

Virgil Rutili is a CFP® and Series 66-licensed financial advisor with 26 years of industry experience. He has worked at Merrill Lynch for 19 years before joining Centric Wealth Management, LLC and Purshe Kaplan Sterling Investments in 2018. Rutili also serves as executor of an estate, assisting with probate liquidation and distribution. Centric Wealth Management, LLC is a team-based advisory firm serving individuals, trusts, estates, and business entities. The firm manages approximately $725.6 million across customized portfolios using a combination of fundamental, technical, quantitative, and qualitative analysis aligned with clients’ goals and risk tolerances.