Kevin Wozniak is a CFP® professional with 15 years of industry experience, currently serving at Fountainhead Financial, LLC since 2009. He is based in Chicago, IL. Fountainhead Financial provides investment advisory services, financial planning, and retirement plan consulting to individuals, business entities, and participant-directed retirement plans. The firm primarily operates on a non-discretionary basis and manages a substantial asset base relative to its small advisory team.

Charles Raftery is a financial advisor at Riverbend Capital Advisors, LLC in Chicago, IL, holding a Series 65 designation with two years of industry experience. Prior to joining Riverbend Capital Advisors, he worked at University of Santa Clara and Tacklebox Brand Partners. Riverbend Capital Advisors serves high-net-worth individuals, trusts, estates, corporations, and other business entities with discretionary investment management focused on municipal bonds and fixed-income securities. The firm combines fundamental and technical analysis to manage primarily long-term fixed-income portfolios and provides subadvisory services and financial consulting as needed.

Abigail Loria is a financial advisor with MPS-LORIA Financial Planners, LLC and holds a Series 65 designation. She has prior experience working in various roles including freelance acting and employment at several companies before joining the firm. Outside of finance, she works as a freelance actress, involved in auditioning, rehearsing, and performing. MPS-LORIA Financial Planners, LLC serves individuals, including high-net-worth clients, as well as corporations, charitable organizations, and trusts, providing investment advisory services, financial planning, and pension consulting. The firm employs a predominantly discretionary, open-architecture investment approach focused on diversified allocations primarily using no-load mutual funds and ETFs.

Kristin Balon is a CFP® with 20 years of experience in the financial industry. She has been with Doyenne Wealth Advisors since 2022 and previously worked at Brownson, Rehmus & Foxworth, Inc. for 18 years. Doyenne Wealth Advisors offers personalized financial counseling and non-discretionary investment advisory services primarily to high-net-worth individuals, senior corporate executives, and related trusts, foundations, and endowments. The firm operates on a fee-only basis, focusing on long-term, diversified asset allocation and providing comprehensive planning across investment allocation, tax sensitivity, retirement and estate counseling, and project-based consultations.

Gregory Wolf is a financial advisor at Hunter Capital Management in Lombard, IL, with 44 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at PWMCO, LLC for 17 years before joining Hunter Capital Management in 2020. Hunter Capital Management is an SEC-registered investment adviser serving high-net-worth individuals, pooled investment vehicles, and other institutional clients. The firm manages assets across separate accounts, a registered mutual fund, and private pooled vehicles, employing value-oriented equity strategies and a unique commodity subadviser arrangement within one private fund.

Timothy Detloff is a CFA® charterholder with over 21 years of experience in the financial industry. He has been with Vestor Capital, LLC since 2012 and also associated with Vestor Capital Securities, LLC since 2010. Based in Chicago, IL, he holds Series 63 and Series 65 licenses. 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 a centralized Investment Committee that employs fundamental security analysis to construct concentrated, low-turnover equity portfolios alongside diversified fixed income and alternative strategies.

Christopher Huston is a financial advisor with Vertex Partners in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been associated with Vertex Planning Partners since 2016 and worked with LPL Financial for nine years. Outside of his advisory work, he is involved with Reflexivity LLC, a business entity unrelated to investment activities. Vertex Partners provides advisory services to individuals, trusts, estates, retirement plans, and charitable and corporate entities, offering financial planning, investment and wealth management, consulting, and retirement plan consulting. The firm’s investment approach emphasizes asset allocation, diversification, and behavioral finance, utilizing both active and passive strategies through a variety of portfolios and third-party manager platforms.

Joseph Hetland is a financial advisor at The Mosaic Financial Group, LLC in Chicago, IL, holding a Series 65 designation with 11 years of industry experience. He has been with The Mosaic Financial Group since 2012. The Mosaic Financial Group serves primarily high-net-worth individuals, trusts, estates, and various institutional clients, managing approximately $898 million in assets. The firm emphasizes asset allocation and integrates accounting and tax services into its advisory platform, offering both discretionary and non-discretionary portfolio management with a focus on individualized portfolio construction.

Joseph Polakoff is a financial advisor at Keebeck Wealth Management with 22 years of industry experience. He has been with Keebeck since 2018 and previously worked at Merrill Lynch for 17 years. Outside of his advisory role, he is the founder and general partner of HIFS SPV, LLC, an investment-related business. Keebeck Wealth Management provides discretionary and non-discretionary portfolio management to individuals, pension and profit-sharing plans, and corporate clients. The firm employs fundamental and technical analysis, options strategies, and margin transactions, managing approximately $1.62 billion in discretionary assets across four advisors.

Aliasgar Mithaseth is a financial advisor at Unique Wealth Strategies with a Series 65 designation and experience in the financial services industry dating back to 2016. His prior roles include positions at Madison Partners, ASK Investment Managers, and several banks in India. Unique Wealth Strategies serves individuals, small businesses, trusts, estates, and charitable clients by providing asset management, financial planning, and retirement plan services. The firm employs a range of investment strategies including fundamental, technical, quantitative, and modern portfolio theory, and sponsors its own wrap-fee program with access to alternative managers.

Jennifer Bures is a financial advisor at Willis Towers Watson Securities, LLC with 19 years of industry experience. She holds a Series 66 designation and has held roles at multiple firms including BMO Harris Financial Advisors and Alera Group, where she also serves as Chief Operating Officer. Willis Towers Watson Securities provides retirement-focused investment advisory services to individuals and high-net-worth clients through its Via Retirement platform, which offers financial planning tools and discretionary model portfolios. The firm’s investment approach centers on diversified model portfolios and asset-allocation modeling supported by affiliated sub-advisers.

Johnny Jones is a financial advisor at Atlatl Advisers with 19 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Charles Schwab, Schroder Investment Management, WisdomTree Asset Management, and Foreside Fund Services. Atlatl Advisers serves individual and institutional clients, offering financial planning, consulting, and investment management. The firm uses a comprehensive approach that includes portfolio construction with mutual funds, ETFs, independent managers, and alternative investments, along with services such as digital-asset management and outsourced CIO consulting.

William Baruch is a Series 65 licensed advisor with Blue Line Capital in Chicago, IL, bringing six years of industry experience. He holds leadership roles as President at Blue Line Futures and Rock Creek Capital Management, alongside his advisory work. Blue Line Capital is a registered investment adviser offering discretionary asset management and financial planning to individuals, including high-net-worth clients, as well as institutional and tax-exempt entities. The firm employs a blend of fundamental and technical analysis with value and growth strategies, incorporating strategic and tactical asset allocation along with selective use of options and futures.

James Baer is a financial advisor at Uhlmann Investment Management, L.L.C. in Chicago, IL, with 26 years of industry experience. He holds a Series 66 designation and has worked at Uhlmann Price Securities, LLC since 2000, as well as Alternative Investment Services, LLC and UPS Holdings, LLC. Baer also serves as a FINRA arbitrator. Uhlmann Investment Management offers discretionary and non-discretionary portfolio management for individual, institutional, and trust clients. The firm employs a fundamental analysis and long-term asset allocation approach, using a mix of stocks, bonds, ETFs, mutual funds, and alternative investments tailored to clients’ objectives and risk tolerance.

Mark Komorowski is a CFP® and ChFC® with five years of industry experience. He is currently affiliated with Wellment Financial and has prior experience at Equitable Advisors and Nexen Group. Komorowski is also a licensed insurance agent involved with FSR Insurance Planning, Ltd. Wellment Financial provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and institutional sponsors. The firm utilizes vetted model portfolios and a sub-advisor platform focusing on tax-aware retirement planning and offers both comprehensive and modular financial plans.

Jack Rizzi is a CFP® professional with one year of industry experience, currently with Dew Wealth Management. Prior to joining Dew Wealth Management, he worked at Patrick M. Sweeney & Associates, Inc. and has held roles in education and fitness. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, offering family-office style programs, financial planning, retirement consulting, and investment management. The firm provides both discretionary and non-discretionary investment management and coordinates with clients’ other professionals as part of its multi-month programs and Wealth Builder curriculum.

Marty Grzynkowicz is a financial advisor at Acrylic Financial, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Acrylic Financial since 2020. Prior to this, he was affiliated with Interactive Financial Advisors, Brooklight Place Securities, and Cornerstone Financial Group, where he also serves as president of an insurance brokerage. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, other advisers, corporations, and pooled investment vehicles. The firm manages approximately $58.4 million in discretionary assets, employing a combination of asset-allocation frameworks, momentum models, fundamental and technical analysis, and modern portfolio theory to tailor client programs to their goals and risk tolerance.

Bruce Lee is a financial advisor at Keebeck Wealth Management in Chicago, IL, with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Lee serves as a trustee for the Saratoga Automobile Museum and sits on the advisory board of the University School of Milwaukee. Keebeck Wealth Management provides discretionary and non-discretionary portfolio management to individuals, pension and profit-sharing plans, and corporate clients. The firm uses a combination of fundamental and technical analysis, model portfolios, and third-party managers, managing roughly $1.62 billion in discretionary assets across four advisors.

Chad Nolte is a financial advisor at Model Wealth with a Series 65 credential and no prior industry experience. His background includes roles at RSM US LLP and Walgreens, among other positions. Model Wealth, Inc. is a virtual, fee-only financial planning and wealth management firm serving individuals, families, estates, trusts, and small businesses. The firm follows a broadly passive investment approach emphasizing cost-effective, tax-aware implementation and integrates robo-managed strategies and direct indexing within a flat annual fee structure.

Kristen Koonce is a CFP® with 12 years of experience in the financial services industry. She has worked at McAdam LLC since 2014 and previously at Purshe Kaplan Sterling Investments. Koonce is currently affiliated with Madison Avenue Securities. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses fundamental analysis to manage diversified portfolios and offers a range of investment strategies including alternative and specialized products, along with a subscription-based financial planning service.