Lisa Santos is a financial advisor at Keating Financial Advisory Services with one year of industry experience. She holds a Series 65 designation and previously worked at Raymond James Financial Services Advisors Inc. Outside of finance, she is a partner and co-owner of Southport Grocery & Cafe in Chicago, where she is involved in marketing strategy, product development, and operations. Keating Financial Advisory Services serves pension and profit-sharing plans, corporate retirement plans, and other institutional clients, managing $330 million in plan assets. The firm offers both discretionary and non-discretionary investment management and provides modular financial planning and consulting services.

Ryan Watson is a financial advisor with Willis Towers Watson Securities, LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Fisher Investments, MissionSquare Investment Services, and First Command. Watson served in the U.S. Air Force from 2017 to 2019 and attended the United States Air Force Academy. Willis Towers Watson Securities, LLC provides retirement-focused investment advisory services to individuals and high-net-worth clients through its Via Retirement platform, which offers web-based financial planning, discretionary model portfolios, and asset allocation tools. The firm uses diversified model portfolios and asset-allocation modeling guided by Monte Carlo simulations and client inputs, supported by affiliated sub-advisers and insurance brokerage services.

Dana Cahan is a financial advisor with North Star Investment Management Corporation, holding a Series 65 credential and two years of industry experience. Prior to joining North Star, Dana worked at Zuckerman Investment Group, Altair Advisers, LLC, and Mac Management Co. Inc. North Star Investment Management Corporation serves individuals, pension plans, trusts, charitable organizations, and corporations, providing discretionary portfolio management and financial planning. The firm manages approximately $2.5 billion in client assets and offers a range of investment strategies, including the use of its own mutual funds and unified managed-account reporting.

Clemens Ciupke is a financial advisor at Roberts, Glore & Co. with 35 years of industry experience. He has held his current role since 1995 and previously worked at La Salle St. Securities, Inc. from 1989 to 2017. He holds Series 63 and Series 65 designations. Roberts, Glore & Co. provides fee-only investment advisory services to individuals, trusts, family offices, corporate pension or profit-sharing plans, and non-profit organizations. The firm offers portfolio management and financial planning, constructing customized portfolios that emphasize fundamental analysis of equities and fixed-income holdings, with modest use of alternative assets.

Timothy Hart is a financial advisor at Feldman, Ingardona & Co with 32 years of industry experience. He has been with the firm since 1998 and holds Series 63 and Series 65 licenses. Feldman, Ingardona & Co. provides investment advisory and portfolio management services primarily to high-net-worth individuals, families, and institutions. The firm employs a long-term strategic asset allocation framework with discretionary and non-discretionary management, utilizing mutual funds and ETFs through both active and passive managers.

Sheldon Kaiz is a CFP® with 42 years of industry experience, currently with Mack Investment Securities, Inc., where he has worked since 1988. He holds a Series 63 license and is based in Northfield, IL. Mack Investment Securities serves individual investors, retirement and pension plans, and institutional accounts, offering portfolio management, financial planning, and market timing services. The firm employs a manager-of-managers approach through its Money Managers Plus program, utilizing both internal and third-party subadvisors and incorporating tactical and timing strategies.

Joel Solomon is a financial advisor with Rothschild Investment LLC in Chicago, IL, holding Series 65 and Series 63 licenses with 35 years of industry experience. He has been with Rothschild Investment Corporation since 1991. Rothschild Investment serves a diverse client base including individuals, families, trustees, corporations, pension and profit-sharing plans, and institutional clients, providing portfolio management, financial planning, retirement plan consulting, and sub-adviser selection. The firm uses asset-allocation models tailored to clients’ objectives and risk tolerance, employing a variety of investment vehicles and quantitative and statistical methods to support portfolio construction.

Christopher Khan is a financial advisor with Blue Line Capital in Chicago, IL, holding a Series 65 designation and one year of industry experience. Prior to joining Blue Line Capital in 2025, he worked at ExxonMobil and Craze Marketing and spent several years as a full-time student. Blue Line Capital is a team-based registered investment adviser with seven advisors managing approximately $131.9 million for about 121 clients. The firm offers discretionary portfolio management and financial planning services, employing a blend of fundamental, technical, and cyclical analysis alongside strategic and tactical asset allocation.

Ari Nadler is a financial advisor with Nadler Financial Group, Inc. in Deerfield, IL, holding a Series 66 credential and three years of industry experience. His prior roles include positions at Ausdal Financial Partners, PricewaterhouseCoopers, and Amplify Investments. Nadler Financial Group serves individuals, charitable organizations, business entities, and retirement plans by offering discretionary investment management and financial planning services. The firm employs tactical asset allocation across diversified vehicles and operates a specialized program for clients with smaller accounts, supported by a team of about 16 advisors managing approximately $1.9 billion in assets.

Ethan Hulgaard is a financial advisor with Timothy Financial Counsel, Inc. He holds a Series 65 designation and has prior work experience at RSM US LLP and Wheaton College. Hulgaard has been with Timothy Financial Counsel since 2025. 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 strategies and offering educational seminars and structured planning services.

Dominick Vetrano is a CFP®, CFA®, and ChFC® with 35 years of industry experience. He has been with Fountainhead Financial, LLC since 2009. The firm provides investment advisory services, financial planning, and retirement plan consulting to individuals, business entities, and participant-directed retirement plans. Fountainhead Financial manages a significant pool of assets on a primarily non-discretionary basis, offering portfolio management, standalone planning, and hourly consulting engagements focused on mutual funds, ETFs, and individual securities.

Jae Ha is a financial advisor at Chicago Oakbrook Financial Group with 24 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Ha has been with Chicago Oakbrook Financial Group since 2007 and previously worked at Commonwealth Financial Network. He is also the owner and president of Jae Ha Wealth Management, Inc., a private entity for his securities business. Chicago Oakbrook Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers customized wealth management, discretionary portfolio management, comprehensive financial planning, and retirement plan consulting, utilizing a wide range of securities and strategies tailored to client objectives.

Alberto Liz is a financial advisor at The Mosaic Financial Group, LLC in Chicago, IL, holding Series 65 and Series 66 licenses with 10 years of industry experience. His prior experience includes roles at Goldman Sachs & Co. LLC and various financial services firms. The Mosaic Financial Group serves high-net-worth individuals and institutional clients, focusing on asset allocation through customized portfolios that use separately managed accounts, mutual funds, ETFs, and alternative investments. The firm integrates tax and accounting services with investment advisory, managing primarily non-discretionary portfolios.

John Kelty is a CFP® professional with 37 years of experience at Mack Investment Securities, Inc., where he has worked since 1989. He holds a Series 63 license and is based in Northfield, IL. Outside of his advisory role, he is involved on an as-needed basis with a family-owned lawn care, paving, and snow removal business. Mack Investment Securities, Inc. serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, and custodial accounts. The firm employs a manager-of-managers approach combining independent and affiliated sub-advisers with firm-run model strategies that include tactical shifts and use of ETFs, offering both commission and fee-based implementation.

Anthony Pellegrino is a financial advisor with Goldstone Financial Group, LLC, holding a Series 65 license and 12 years of industry experience. He has been with Goldstone Financial Group since 2015 and has been associated with the broader GoldStone Financial Group since 2004. Outside of advising, he is a licensed insurance agent and a minority co-owner of Nationwide Investment Solutions, LLC, which holds equity in another registered investment adviser. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing approximately $1.05 billion across 1,675 client relationships. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers, employing diverse strategies that include mutual funds, ETFs, fixed income, and alternative investments.

Michael Wolcott is a CFA® charterholder with 14 years of industry experience. He has been with Studio Investment Management in Chicago, IL since 2011. Studio Investment Management serves a diverse client base including high-net-worth individuals, trusts, retirement plans, partnerships, and government entities. The firm employs a value-oriented investment approach focused on fundamental analysis and long-term portfolio management, offering discretionary portfolio management, financial planning, and investment consulting services.

David Marlett is a financial advisor with Signature Financial Services, Ltd, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has been with Signature Financial Services and First Heartland Capital Inc since 2007 and has operated his own CPA practice since 1987. Outside of his advisory role, Marlett serves as president of an accounting and auditing firm and holds board positions in several wireless communications companies. Signature Financial Services provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and business entities. The firm employs an asset-allocation driven approach based on modern portfolio theory, utilizing model portfolios, institutional strategists, and a range of investment vehicles while participating in third-party platform programs such as SEI-managed accounts and wrap-fee programs.

Brett Dimas is a CFP® professional at Activ8 Family Office LLC with 18 years of industry experience. He previously worked at Raymond James & Associates and Octagon Financial Services, Inc. Dimas operates a separate accounting services business from his home. Activ8 Family Office serves primarily professional athletes and their related families and entities, providing a comprehensive client management program that includes financial planning, investment management, and tax services tailored to individual objectives.

John Fitzpatrick is a financial advisor at Oak Family Advisors, LLC in Chicago, holding a Series 65 designation with 14 years of industry experience. He has been with Oak Family Advisors since 2010. Outside of his advisory role, Fitzpatrick serves as chairman of Oak Street Management Co. LLC, a manager of real estate-related investments, and as a non-executive director of AIG. 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 complemented by technical tools and a core-and-satellite asset allocation strategy, offering global diversification through a combination of in-house equity and fixed income holdings, passive ETFs, and selected active managers.

William Embree is a financial advisor at Embree Financial Group in Chicago, IL, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CitiGroup Global Markets Inc. for 19 years before joining Embree Financial Group in 2017. 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 manages assets using fundamental, technical, and cyclical analysis, investing primarily in no-load mutual funds, ETFs, and individual securities, while offering customized reporting and fee arrangements.