Sean Papreck is a financial advisor at Wellment Financial with 10 years of industry experience and holds a Series 65 designation. He has worked at FSR Wealth Management, Ltd. and FSR Insurance Planning, Ltd., where he is also a licensed insurance agent assisting clients with life insurance and fixed annuity products. Additionally, he provides occasional accounting and tax advice through his role at FSR Certified Public Accountants, Ltd. Wellment Financial offers investment management, manager selection, and financial planning services to individuals, high-net-worth clients, and institutions. The firm focuses on retirement planning with an emphasis on tax strategies and employs diversified model portfolios utilizing various approaches including value investing, tactical and strategic asset allocation, and direct indexing.

Daniel Knapp is a financial advisor at Rothschild Wealth LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Abbott Labs for 12 years. Rothschild Wealth serves individuals, high-net-worth clients, corporate executive groups, retirement plans, trusts, foundations, and other institutional clients by providing portfolio management, financial planning, and retirement and investment consulting. The firm uses a combination of quantitative and qualitative analysis, asset-allocation models, and ongoing monitoring to manage client portfolios.

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.

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.

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.

Robert Eisenberg is a financial advisor at SGL Financial, LLC with nine years of industry experience. He holds Series 66, Series 65, and Series 63 licenses. Before joining SGL Financial in 2022, Eisenberg worked at several firms, including Northwestern Mutual and Verity Asset Management. SGL Financial, LLC serves financially established individuals, high-net-worth clients, small businesses, and certain retirement and profit-sharing plans. The firm provides portfolio management, financial planning, and sub-adviser oversight, emphasizing diversification and long-term asset allocation with a focus on treating cash as an asset class.

Chad Rawleigh is a CFA® charterholder with 10 years of industry experience, currently serving at Financial Solutions Advisory Group in Chicago, IL. He previously worked at Embree Financial Group. Financial Solutions Advisory Group advises high-net-worth individuals, corporations, pension and profit-sharing plans, and trusts, providing portfolio management, financial planning, and retirement plan consulting. The firm uses a comprehensive investment process incorporating various analytical methods and offers a quarterly newsletter with general financial and market information.

Thomas Fogelsong III is a financial advisor at Harvest Investment Services, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience in education and the gig economy, including roles at Illinois State University and DoorDash. Harvest Investment Services, LLC manages approximately $534 million in client assets and offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and other advisory services to a diverse client base that includes individuals, retirement plans, trusts, and corporations. The firm employs an actively managed tactical strategy utilizing a range of analytical approaches and offers specialized services such as held-away 401(k) management and ERISA 3(38) investment management.

Sharon Egan is a CFP® professional with 15 years of industry experience, currently serving at North Star Investment Management Corporation since 2012. She holds Series 63 and Series 66 licenses and teaches a class at Northern Trust, unrelated to investment topics. North Star Investment Management Corporation serves a range of clients including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations, providing discretionary portfolio management, financial planning, and family office services. The firm manages approximately $2.5 billion in assets and often allocates client portfolios into its own mutual funds.

Elaine Moss is a financial advisor with Vestor Capital, LLC in Chicago, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Vestor Capital and its affiliated entities since 2010, working in both advisory and broker-dealer capacities. 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 employs a centralized Investment Committee to manage approximately $2.08 billion in discretionary assets through concentrated, low-turnover equity portfolios alongside diversified fixed income and alternative strategies.

Sean Condon is a CFP® professional with 15 years of industry experience. He is currently with Rothschild Wealth LLC and previously spent 19 years at Perritt Capital Management. Rothschild Wealth serves individuals, high-net-worth clients, corporate executive groups, retirement plans, trusts, foundations, and other institutional clients by providing portfolio management, financial planning, and retirement and investment consulting. The firm uses both quantitative and qualitative analysis to implement asset-allocation models that consider tax, estate, cash-flow, and risk factors, employing a range of investment vehicles including mutual funds, ETFs, individual securities, and third-party managers.

Robert Borchardt is a financial advisor with SAGE Private Wealth Group, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Raymond James Financial and Raymond James Financial Services, Inc. for over two decades before joining SAGE Private Wealth Group in 2016. SAGE Private Wealth Group is an SEC-registered advisory firm that serves individuals—including high-net-worth clients—as well as retirement plans, trusts, estates, and business entities. The firm offers wealth management and discretionary portfolio management using a client-specific process that includes asset allocation, rebalancing, and a range of investment strategies, alongside services such as donor-advised fund advice, retirement-plan fiduciary support, and coordinated family office solutions.

Michael Applebaum is a financial advisor at Signature Financial Services, Ltd with 26 years of industry experience. He holds a Series 66 designation and has worked at Signature Financial Services, Ltd since 1998 and First Heartland Capital, Inc. since 2001. He also operates Applebaum & Associates, P.C., providing accounting and tax services. Signature Financial Services, Ltd provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and business entities. The firm’s investment approach is asset-allocation driven and grounded in modern portfolio theory, utilizing model portfolios, institutional strategists, and a mix of mutual funds, ETFs, and other asset classes.

Michael Tosaw is a financial advisor with RCM Wealth Advisors in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Know Your Options, Inc. since 2009. Outside of financial advising, Tosaw spends time teaching football classes to high school students and is an author working on a book. RCM Wealth Advisors is a multi-advisor SEC-registered firm managing approximately $324 million for around 530 clients. The firm serves individuals, pension and profit-sharing plans, and corporate clients, employing a combination of fundamental and cyclical analysis to tailor portfolios to client objectives, utilizing strategies including ETF allocations and options-based programs.