Carlo Airdo Jr. is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently with Chicago Oakbrook Financial Group, where he has worked since 2024, following a decade at Commonwealth Financial Network. Chicago Oakbrook Financial Group is a registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm provides customized wealth management, discretionary portfolio management, and comprehensive financial planning, utilizing a wide range of securities and strategies tailored to client objectives.

Zachary Steinhandler is a financial advisor at MariPau Wealth Management LLC with nine years of industry experience. He holds a Series 65 designation and has worked at MariPau Wealth Management since 2022. Steinhandler also owns and operates Steinhandler Wealth Advisors and Steinhandler Insurance Group, where he provides investment advisory services and specializes in annuity and life insurance sales. MariPau Wealth Management offers tailored investment advisory and portfolio management services, financial planning, consulting, and educational seminars for individual and high-net-worth clients. The firm collaborates with advisory affiliates and uses various third-party platforms and strategies to support client portfolios.

Jacob Szewczyk is a financial advisor with Chicago Wealth Management, Inc. He holds a Series 65 license and has been with the firm since 2025. Prior to joining Chicago Wealth Management, he gained experience at Wrobel & Associates and held various roles while attending the University of Iowa. Chicago Wealth Management provides investment management and financial planning services primarily to high-net-worth and high-income individuals, as well as non-profit and institutional clients. The firm employs a tactical investment approach focused on maximizing long-term returns while managing downside risk, utilizing a range of asset classes and ongoing model-driven rebalancing.

Robyn O'Halloran is a financial advisor with Chicago Capital Management Advisors, LLC, holding a Series 65 designation and over 20 years of industry experience. She has been with Chicago Capital Management Advisors since 2005 and also works as a sales consultant for Heartland Business Systems, a technology solutions and engineering services firm. Chicago Capital Management Advisors provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, corporations, trusts, and retirement plans. The firm employs a bottoms-up fundamental screening process and offers a range of model portfolio styles, serving over 500 client relationships with approximately $122 million in discretionary assets.

John Nowicki is a financial advisor at LCM Capital Management Inc. in Chicago, IL, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LCM Capital Management since 2002. In addition to his advisory role, he has worked as an independent insurance agent since 2001. LCM Capital Management provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s investment approach focuses on fundamental issuer analysis, long-term equity holdings primarily from the S&P 500 and EAFE universes, and periodic rebalancing, managing approximately $365 million in client assets through a team of nine advisors.

Deborah Cross is a financial advisor with Romano Brothers and Company in Evanston, Illinois. She holds Series 63 and Series 65 licenses and has 22 years of industry experience, including 23 years with Romano Brothers. Romano Brothers and Company serves individuals, employee benefit plans, non-profits, trusts, estates, and corporate entities, offering discretionary portfolio management, financial planning, and brokerage services. The firm employs a generally conservative, long-term, fundamentals-based investment approach with both active and passive strategies, managing accounts through an eight-advisor team.

Lucas Mroz is a financial advisor at Vantage Point Financial, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley for 12 years. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners with investment management, financial planning, and wealth consulting services. The firm employs a fiduciary, customized approach focused on long-term portfolio construction using low-cost mutual funds and ETFs, while incorporating flexible investment options and integrated planning advice.

Michal Gicala is a CFP® professional at Capstone Financial Advisors Inc with six years of experience, including prior work at Ikenberry Dining Services and a background in full-time education. Based in Downers Grove, IL, Michal has been with Capstone since 2020. Capstone Financial Advisors serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers portfolio management and financial planning with an investment approach focused on asset-class allocation, cost control, and tax positioning, managing approximately $2.44 billion in client assets across a multi-advisor team.

James Franke is a financial advisor with Rothschild Investment LLC in Chicago, IL, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked at Rothschild Investment, LLC since 2011 and Rothschild Wealth LLC since 2026. Rothschild Investment serves a broad range of clients, including high-net-worth individuals, families, corporations, pension and profit-sharing plans, and institutional clients, providing portfolio management, financial planning, and retirement plan consulting. The firm employs asset-allocation models customized to client objectives and uses a diverse mix of investment vehicles supported by quantitative and research-driven analysis.

Tom Sleeter is a financial advisor with Ruggaard & Associates, holding a Series 66 credential and over 27 years of industry experience. His career includes roles at LPL Financial and Cetera Advisor Networks LLC, and he has been involved with multiple family farming enterprises since the early 1990s. Outside of financial advising, he serves as a board member for two nonprofit organizations related to a recreational island and a rural cemetery. Ruggaard & Associates provides investment management and financial planning services to individual clients, including high-net-worth households, as well as pension and corporate retirement plans. The firm employs a variety of analytical approaches and strategies tailored to client objectives, combines investment management with tax preparation, and offers quarterly reviews and detailed reporting.

Margaret Quinn is a Certified Financial Planner (CFP®) with 21 years of industry experience. She has been with Paradigm Wealth Management, LLC since 2014, where she is part of a six-advisor team based in Chicago, IL. Paradigm Wealth Management, LLC serves individuals, including high net worth clients, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and referrals to third-party money managers. The firm also manages held-away defined contribution plan accounts using a third-party platform and offers investment-related educational seminars for plan participants.

Jeremy Ander is a CFP® professional with Urban Financial Advisory Corporation, where he has worked since 2007. He is based in Chicago, IL, and has 19 years of experience with the firm. Urban Financial Advisory Corporation advises mid- to high-net-worth individuals and related entities, offering comprehensive financial planning and portfolio management. The firm integrates accounting and legal services alongside advisory work, and specializes in handling complex employer-sponsored benefit plans for clients.

James Longo Jr. is a CFP® and PFS™ credentialed financial advisor with 23 years of industry experience. He is currently with Cora Capital Advisors, where he has worked since 2025, following a long tenure at Osaic FA, Inc. In addition to his advisory role, Longo is involved in insurance sales and is the president of Paramount Wealth Advisors, a consulting company. Cora Capital Advisors is an SEC-registered fiduciary managing approximately $587 million for individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers wealth management, discretionary portfolio management, financial planning, and retirement plan advisory services, employing a long-term, fundamental investment approach tailored to client goals and risk tolerance.

Zachary Goodman is a financial advisor at Market Gauge Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Tactive and Boyd Watterson Asset Management. Goodman also serves as a consultant to MarketGauge.com, a financial publishing entity affiliated with his firm. Market Gauge Asset Management provides discretionary portfolio management to individual and institutional clients through separately managed accounts and sub-advisory arrangements. The firm uses a combination of proprietary models and traditional analysis to implement tactical and long-term investment strategies.

Paul Embree is a financial advisor with Embree Financial Group in Chicago, IL, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at LPL Financial Corporation since 2009 and has been associated with Waterstone Financial Group and Moody Investment Advisors, Inc. since the early 2000s and 1990s, respectively. Embree Financial Group provides holistic financial planning, discretionary investment management, and retirement plan consulting to individuals and institutions, including high net worth clients and corporate entities. The firm manages assets through a fiduciary approach using fundamental, technical, and cyclical analysis, and offers customized reporting and fee arrangements.

James Veers is a CFP® and CFA® credentialed financial advisor with three years of industry experience. He currently serves at Studio Investment Management and previously worked at Great Lakes Advisors and Lombardia Capital Partners. 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 investment approach while incorporating cost and tax awareness in its portfolio management.

Bradley Cohen is a financial advisor at North Star Investment Management Corporation with 24 years of industry experience. He has been with North Star since 2006 and previously worked at Mid Atlantic Capital Corporation from 2016 to 2018. Cohen holds the Series 63 and Series 65 designations. North Star Investment Management Corporation provides discretionary portfolio management and financial planning services to a range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $2.5 billion in assets and often uses its own mutual funds as part of its investment strategies.

John Postel III is a financial advisor at Cohen Capital with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James & Associates and JPMorgan Chase. He is also a licensed insurance professional in a non-investment capacity. Cohen Capital is an SEC-registered investment adviser that offers discretionary investment management, wealth management, and financial planning services to individuals, trusts, businesses, pooled vehicles, and institutional accounts. The firm emphasizes a long-term portfolio approach using low-cost, diversified mutual funds and ETFs, while also employing other investment strategies and third-party managers as appropriate.

David Garcia is a financial advisor at Regal Advisory Services, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Regal Discount Securities, Inc. since 1998. Regal Advisory Services, Inc. serves individuals, corporations, retirement plans, trusts, foundations, and other institutional clients through a team of 15 advisors managing approximately $113.5 million in assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory, using a blend of fundamental and quantitative research tailored to client goals and risk tolerance.

Patrick May is a Certified Financial Planner (CFP®) with 19 years of industry experience. He is currently with Vantage Point Financial, LLC and has previously worked at Prosperity Capital Advisors, The Chamberlin Group Tax & Wealth Advisors, and Scottrade, Inc. Outside of his advisory role, Mr. May is a licensed insurance agent offering various fixed insurance products. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners with investment management, financial planning, and wealth consulting services. The firm employs a fiduciary, customized approach focused on long-term portfolio construction using a range of investment vehicles and offers supplementary services such as tax planning, business-owner insights, and retirement education.