Charles Carey is a financial advisor at Wellment Financial with a Series 65 designation and four years of industry experience. He has worked at FSR Insurance Planning, Ltd. and FSR Wealth Management Ltd. since 2020. Carey is also a licensed insurance agent assisting with life insurance and fixed annuity products. Wellment Financial provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and institutional sponsors. The firm uses vetted model portfolios and a sub-advisor platform focused on tax-aware retirement planning, managing approximately $237 million in discretionary assets.

Jonathan Hoenig is a Series 65 credentialed advisor at Quartz Partners Investment Management with one year of industry experience. He previously worked for Fox News Channel and Capitalistpig Hedge Fund LLC for ten years each and contributes to Fox Business Network in a non-investment broadcasting role. Outside of finance, he owns a parking space rental company in Chicago. Quartz Partners Investment Management serves individual investors, retirement plans, institutions, and financial intermediaries with model-based investment management. The firm combines top-down macro analysis and bottom-up stock selection, offering discretionary portfolios monitored by an investment committee and delivering models via multiple platform arrangements.

Vernon Armour is a financial advisor at Uhlmann Investment Management, L.L.C. with 34 years of industry experience. He has been with Uhlmann Price Securities since 2007. Vernon holds Series 63 and Series 65 licenses. Uhlmann Investment Management provides discretionary and non-discretionary portfolio management services to individuals, institutions, and trusts, focusing on fundamental analysis and long-term asset allocation. The firm offers a range of portfolio solutions including UIM-managed portfolios, third-party advisor programs, and managed-account options, often incorporating diverse asset classes and client-specific restrictions.

Lara Dalton is a CFP®-certified financial advisor with 15 years of industry experience, currently serving at Embree Financial Group in Chicago, IL. She has been with Waldron Private Wealth since 2016. Outside of her advisory role, she holds a 20% membership in LOBO One LLC, a venture capital group investing in healthcare startups focused on medical device and biotechnology innovations. Embree Financial Group offers comprehensive financial planning, discretionary investment management, and retirement plan consulting to individuals and institutions. The firm emphasizes fiduciary portfolio management using fundamental and technical analysis, investing primarily in no-load mutual funds, ETFs, and individual securities, with tailored services for high net worth clients and institutional plans.

Anthony Madonia is a Series 65-licensed financial advisor with Financial Transparency in Des Plaines, IL, bringing nine years of industry experience. He is also the president and owner of Anthony J. Madonia & Associates Ltd., a law firm established in 1995 with seven attorneys. Additionally, he co-owns two advisory businesses focused on assisting clients with small business matters and provides trustee services for selected law firm clients. Financial Transparency offers investment advisory and financial planning services to individuals, families, retirement plans, businesses, and other organizations through a network of independent advisory representatives. The firm employs an investment approach based on Modern Portfolio Theory and the Efficient Market Hypothesis, utilizing both passive and active strategies tailored across several programs with ongoing portfolio monitoring and rebalancing.

Grant Kuphall is a financial advisor at Searle & Co. in Chicago, IL, holding Series 63 and Series 65 licenses with 45 years of industry experience. He has been with Searle & Co. since 2001 and also associated with The Advisors Group since 2000. Searle & Co. provides discretionary and limited non-discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm manages approximately $630 million across 126 client relationships with a seven-advisor team, employing a tailored investment approach that includes model portfolios, fundamental and technical analysis, and ongoing account monitoring.

William Anderson is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Eastgate Capital Advisors LLC since 2017. Prior to joining Eastgate, he was not employed in the financial industry from 2013 to 2017. Outside of his advisory role, Anderson operates a home repair business. Eastgate Capital Advisors provides multi-family office and comprehensive wealth management services to affluent individuals, families, retirement accounts, trusts, and other legal entities. The firm offers customized portfolio construction using modern portfolio theory and a range of investment vehicles, delivering both discretionary and non-discretionary advice tailored to client preferences.

Randolph Yu is a financial advisor at Clearwater Capital Partners with Series 65 registration and one year of industry experience. Prior to joining Clearwater, he worked at MISUMI USA for nine years and held positions at NVR, Inc. and periods of unemployment. Clearwater Capital Partners offers family office services, private wealth management, institutional advisory, and retirement plan advising. The firm serves a diverse client base including high-net-worth individuals and institutional clients such as sovereign wealth funds and government entities, employing a variety of investment approaches and coordinating services through affiliated entities.

Sean Papreck is a financial advisor with Wellment Financial in Elmhurst, IL, holding a Series 65 credential and nine years of industry experience. He has worked at FSR Wealth Management, LTD., FSR Insurance Planning, Ltd., and FSR Certified Public Accountants, Ltd., where he also occasionally provides accounting and tax advice. Papreck is a licensed insurance agent assisting clients with life insurance and fixed annuity products. Wellment Financial offers investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and institutional sponsors. The firm uses vetted model portfolios and a sub-advisor platform emphasizing tax-aware retirement planning, managing approximately $237 million in discretionary assets.

Jenny Selvaggio is a CFP® with 10 years of industry experience, currently serving as an advisor at Coyle since 2020. Her prior experience includes roles at Northwestern Mutual Wealth Management Company and William Blair and Company LLC. Coyle serves individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities, offering discretionary and non-discretionary asset management along with financial assessment, wealth advisory, project-based planning, and family legacy services. The firm’s investment approach integrates tactical and strategic asset allocation, individualized portfolio construction, and security-level analysis using sub-managers and third-party software.

Nina Milligan is a CFP® and holds a Series 66 license with five years of industry experience. She has been with Zenith Wealth Partners in Chicago since 2026 and previously worked at Edward Jones from 2020 to 2025. Zenith Wealth Partners provides wealth planning and investment management services to individuals, small businesses, and charitable organizations, utilizing both active and passive management approaches informed by multiple methods of analysis. The firm offers a range of services including financial planning, discretionary portfolio management, retirement plan consulting, and business planning support, along with educational workshops and unique business advisory services.

Michael Lafontaine is a financial advisor at AZA Capital Management in Chicago, IL, with 19 years of industry experience. He has been with AZA Capital Management since 2009 and holds a Series 66 designation. Outside of his advisory role, Mr. Lafontaine owns Harbour Capital Holdings, LLC, a non-investment business focused on maintaining operational continuity through an off-site office location. AZA Capital Management serves individuals, families, other financial advisors and their clients, institutions, retirement plans, and charitable organizations. The firm employs tactical, multi-factor asset allocation strategies primarily using index-based ETFs and dynamic equity and fixed-income shifts, and it frequently acts as a sub-advisor and strategy provider to other advisers and platforms.

Marvin Reinglass is a financial advisor with Signature Financial Services, Ltd in Arlington Heights, IL, holding the CFP®, PFS™, and Series 66 designations, with 26 years of industry experience. He has worked at First Heartland Capital, Inc. since 2001 and Wipfli, LLP from 2016 to 2020. Outside of investment advisory, he is involved in business consulting and management through R and P Financial Services. Signature Financial Services, Ltd provides portfolio management and financial planning to individuals, pension plans, trusts, estates, and business entities, using a modern portfolio theory approach with model portfolios of mutual funds, ETFs, and third-party asset allocation strategies. The firm serves clients on both discretionary and non-discretionary bases and acts as an ERISA 3(21) co-fiduciary for employee benefit plans.

Nicole Hansen is a financial advisor at Fort Sheridan Advisors LLC with a Series 65 designation and one year of industry experience. Prior to joining Fort Sheridan Advisors, she held roles at Davidson Hospitality Group and the University of Nebraska. Fort Sheridan Advisors serves a diverse client base including high-net-worth individuals, family offices, pensions, endowments, trusts, charitable organizations, and corporate clients. The firm employs a long-term, value-investor approach combined with quantitative and qualitative methods, and is known for its use of derivatives and private investment activities.

Charlie Kuhn is a financial advisor with Rothschild Investment LLC in Chicago, IL. He holds a Series 66 designation and has two years of industry experience. Prior to joining Rothschild Investment, Kuhn held roles at JPMorgan Chase Bank and Jpmorgan Securities LLC. Outside of financial services, he has worked in roles ranging from the Indianapolis Colts to Parlor Doughnuts. Rothschild Investment serves a diverse client base including individuals, families, trustees, corporations, and institutional clients. The firm provides portfolio management, financial planning, retirement plan consulting, and acts as investment manager to a private pooled fund, utilizing asset-allocation models supported by quantitative and technical analysis.

Michael Hickey is a financial advisor at Regal Advisory Services, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Regal Securities since 2023, following positions at Level Four Advisory Services and Level Four Financial, LLC. Regal Advisory Services, Inc. provides financial planning, portfolio management, and retirement plan advisory services to individuals, including high-net-worth clients, as well as trusts, foundations, and business entities. The firm uses a combination of fundamental and quantitative research, offering a range of managed account programs through proprietary platforms and third-party managers, with options for discretionary and non-discretionary management.

Peter Mullins is a CFP® with 16 years of experience, currently serving as a financial advisor at Vestor Capital, LLC since 2013. He previously worked at Vestor Capital Securities, LLC from 2013 to 2020. Vestor Capital is a multi-team investment and wealth management firm serving individuals, families, not-for-profit organizations, foundations, and qualified retirement plans. The firm manages approximately $2.08 billion in discretionary assets through a team of 21 advisors and employs a centralized Investment Committee to construct concentrated, typically low-turnover equity portfolios alongside diversified fixed income and alternative strategies.

Charles Ieuter is a financial advisor at Sequoia Wealth Management, LLC with over 41 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes work at LPL Financial since 2014 and founding Secure Futures, Ltd. in 1983, where he currently serves as president. Sequoia Wealth Management serves individuals, trusts, estates, corporations, and employer retirement plans, providing asset management, financial planning, and retirement-plan consulting. The firm uses a combination of quantitative optimization, third-party research, and manager selection to tailor portfolios, offering both discretionary management and third-party strategist models.

Matthew Paprocki is a financial advisor at MEDIQUS Asset Advisors, Inc. in Chicago, IL, holding CFP® and CFA® designations with 10 years of industry experience. He has worked at MEDIQUS since 2016, with previous roles including positions at Sidley Austin, LLP and the Circuit Court of Cook County. Paprocki is also a licensed attorney, though he does not actively practice law. MEDIQUS serves individuals, retirement plans, and not-for-profit medical organizations, including a significant concentration of physicians and medical groups. The firm provides investment advisory, financial planning, educational services, and ERISA plan advisory, focusing on long-term asset allocation with discretionary management via the Betterment platform and comprehensive client reporting.

Douglas Levasseur is a CFP® with 12 years of experience in the financial industry. He is currently with Willis Towers Watson Securities, LLC and previously worked at LPL Financial, BMO Financial Group, Northwestern Mutual Investment Services, and R P Sarnecki. His background includes roles at both advisory and financial services firms. Willis Towers Watson Securities, LLC provides retirement-focused investment advisory services to individuals and high-net-worth clients through its Via Retirement platform, which combines web-based financial planning and discretionary model portfolios. The firm’s investment approach emphasizes diversified portfolios and asset allocation modeling supported by affiliated sub-adviser research.