Aldo Vultaggio is a CFA® charterholder with 18 years of industry experience. He has been with Capstone Financial Advisors Inc since 2016. Capstone Financial Advisors provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes asset-class allocation, cost control, and tax efficiency, employing a multi-year investment outlook with a range of strategies and access to private fund investments for qualified investors.

Jason Telford is a CFP® and CFA® with 14 years of industry experience. He has been with Capstone Financial Advisors, Inc. since 2004. Capstone Financial Advisors serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management along with financial planning, pension consulting, tax preparation, and access to private fund investments. Its investment approach emphasizes asset-class allocation, cost control, and tax positioning, utilizing mutual funds, ETFs, individual securities, and third-party sub-advisers under an Investment Committee’s oversight.

Matthew Cavanaugh is a financial advisor at XXI Wealth, LLC with 10 years of industry experience. He holds a Series 65 designation and has previously worked at MAI Capital Management LLC, Intersect Capital LLC, GTS Securities, LLC, TRU Trading LLC, and CMZ Trading. XXI Wealth serves individuals, high-net-worth clients, trusts, estates, and select retirement plans, providing comprehensive financial planning and portfolio management. The firm employs tailored asset-allocation strategies including a range of investment vehicles and is notable for its use of margin and derivatives within separately managed accounts, serving a limited client base with a customized service model.

Thomas Obrien is an investment advisor at Rothschild Wealth LLC with 17 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at firms including Morningstar Investment Services and Astor Investment Management LLC. Outside of his advisory role, he is a silent equity partner of TRAIN, LLC, a private workout facility, where he serves on a sub-committee for rules and bylaws. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, corporate executive groups, trusts, retirement plans, and other institutional clients. The firm’s investment approach focuses on asset-allocation models supported by quantitative analysis, utilizing mutual funds, ETFs, equities, fixed-income securities, and third-party sub-advisers.

David Jutovsky is a financial advisor at Financial Solutions Advisory Group with 23 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining Financial Solutions Advisory Group in 2019, he worked at Hightower Advisors LLC and Leonetti & Associates, LLC. Outside of his advisory role, he serves as president of JDL Private Tax Services, a tax preparation company. Financial Solutions Advisory Group manages around $900 million in discretionary assets for individuals, corporations, pension and profit-sharing plans, and trusts. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis to develop and implement client investment policies, and it emphasizes pension plan consulting and participant education as part of its services.

Michael Johnson is a financial advisor at PCG Wealth Management with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial LLC, Johnson, Peterek & Howse LLC, Richard K Johnson & Associates, and Mazars USA. Outside of advising, he is involved in tax preparation and accounting through his activities with MEJ and Associates and Johnson, Peterek & Howse LLC. PCG Wealth Advisors serves individuals, charitable organizations, corporations, and retirement plans, managing approximately $931 million for about 1,800 clients. The firm offers customized portfolio management and financial planning with a focus on long-term strategies using low-cost mutual funds and ETFs, alongside other investment vehicles tailored to client needs.

James Kozak is a financial advisor at Uhlmann Investment Management, L.L.C. with 34 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Uhlmann Price Securities, Robertson Stephens Advisors, and Roth Capital Partners. Outside of his advisory role, Kozak is a board member of Waverly AV Management, a travel nursing staffing company, and is involved with several investment-related ventures, including co-founding OnPoint Analytics Capital Partners. Uhlmann Investment Management provides discretionary and non-discretionary portfolio management to individuals, institutions, and trusts, using fundamental analysis and long-term asset allocation to match portfolios with clients’ objectives and risk tolerance. The firm offers managed portfolios combining stocks, bonds, ETFs, and alternatives, and integrates third-party managers and custodial model programs within its advisory services.

Arthur Frasca is a financial advisor at Regal Advisory Services, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Noble Capital Partners since 2007. Outside of advising, he serves on the boards of VIBE Credit Union and multiple local governmental committees in Waterford Township, Michigan. 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 utilizes a combination of fundamental and quantitative research, offering discretionary and non-discretionary managed accounts through proprietary strategies and third-party platforms.

Cynthia Mittlestaedt is a CFP® with seven years of industry experience, currently serving as a financial advisor at Vertex Partners. Her prior roles include positions at Edward Jones, Aspire Planning Group, and Highpoint Planning Partners. Vertex Partners provides advisory services to a diverse client base, including individuals, trusts, estates, and retirement plans, offering financial planning, investment management, and consulting. The firm’s approach combines asset allocation, diversification, and behavioral finance principles, utilizing both active and passive strategies implemented through a range of investment vehicles and third-party platforms.

Matthew Delduchetto is a financial advisor with Excalibur Management Corp in Wilmette, IL, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He previously worked at BNP Paribas Securities Corp. for five years before joining Excalibur Management in 2021. Excalibur Management Corporation provides discretionary investment management and integrated financial planning to high-net-worth individuals, families, trusts, foundations, endowments, and closely held business entities. The firm combines top-down macroeconomic analysis with bottom-up fundamental and technical security analysis to tailor portfolios based on clients’ liquidity, tax, concentration, and cash-flow needs, managing approximately $712 million in regulatory assets for about 300 clients.

Sarah Stone is a financial advisor at Vestor Capital, LLC in Chicago, IL, holding a Series 65 credential. She has one year of experience in the advisory industry, including prior roles at AlphaSense and Watson Dwyer. Vestor Capital provides investment and wealth management, portfolio management, and financial planning services to individuals, not-for-profit organizations, foundations, and qualified retirement plans. The firm uses an Investment Committee to guide diversified strategies across multiple asset classes and offers co-advisory programs, standalone planning services, and access to affiliated offerings through Focus Financial Partners.

Justin Terzo is a financial advisor with Lake Street in Chicago, IL, holding a Series 66 designation and 16 years of industry experience. He has worked at Lake Street Financial since 2018 and previously spent eight years with Bank of America and Merrill. Mr. Terzo is also licensed as an insurance agent in Illinois and engages in related activities on a limited basis. Lake Street serves individual and high-net-worth clients, as well as business entities, retirement plans, trusts, estates, charitable organizations, private foundations, and insurance companies. The firm offers a range of investment management and advisory services, combining fundamental and technical analyses with an emphasis on diversification, tax awareness, and alignment to client risk profiles, and is notable for sponsoring affiliated private funds available to certain clients.

Erin Fogarty is a financial advisor at Wellment Financial in Elmhurst, IL, holding a Series 65 designation with seven years of industry experience. She has worked with FSR Wealth Management and FSR Insurance Planning, Ltd., where she is a licensed insurance agent. Wellment Financial provides investment management, manager selection, and financial planning services to individuals, high-net-worth clients, and institutions, focusing on retirement planning and tax strategies. The firm implements diversified model portfolios using various investment approaches and offers managed accounts through a third-party sub-advisor and wrap-fee platform.

Christopher Recker is a financial advisor at AZA Capital Management in Chicago, IL, with 18 years of industry experience. He has been with AZA Capital since 2014 and holds Series 63, Series 65, and Series 66 designations. Outside of his advisory role, Mr. Recker owns Atmos, LLC, a business focused on operational continuity services unrelated to investment management. AZA Capital Management serves individuals, families, financial advisors, institutions, retirement plans, and charitable organizations. The firm employs quantitative and qualitative methods to implement tactical, multi-factor asset allocation strategies primarily using index-based ETFs and custom fixed-income portfolios, and it frequently acts as a sub-advisor or strategy provider to other advisers and platforms.

Jacob Shamblott is a CFP® professional at Blue Line Capital with eight years of industry experience. He has held roles at BNY Mellon, LPL Financial, BMO Harris Bank, Bank of America, Merrill, and the University of Kansas. Shamblott is based in Chicago, IL, and has been with Blue Line Capital since 2024. Blue Line Capital is a team-based registered investment adviser managing approximately $131.9 million for about 121 clients. The firm offers discretionary portfolio management and comprehensive financial planning, utilizing a blend of fundamental, technical, and cyclical analysis alongside tactical and strategic asset allocation.

Kaitlin Hyland is a financial advisor at Horizon Wealth Management with four years of industry experience. She holds the Series 65 designation and has worked previously at Cresset Asset Management and Horizon Wealth Management. Horizon Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term, fiduciary investment approach using diversified portfolios of mutual funds, ETFs, and individual securities, supported by ongoing monitoring and periodic reviews.

Aaron Harrison is a financial advisor at Vertis Wealth, LLC with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services, Inc., Citizens Securities Inc., and Catholic Funeral Services. Vertis Wealth provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as corporations and charitable organizations. The firm emphasizes long-term, value-oriented equity selection, strategic asset allocation, and option strategies, tailoring services to client objectives.

Kyle Redd is a financial advisor at Vertis Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Trifound Advisory since 2022 and TriFound Financial since 2014. Outside of advisory services, he is also an insurance agent, offering insurance products and services to clients. Vertis Wealth provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as corporations and charitable organizations. The firm emphasizes long-term, value-oriented equity selection, strategic asset allocation, and option strategies, tailoring services to client objectives.

Kevin Coyle is a financial advisor at Coyle with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Coyle Financial Counsel, Inc. since 1988, serving as its vice president. Outside of advisory work, he holds managerial roles in several business-to-business service companies and a publishing company. Coyle serves individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities, providing 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 various research methods to align portfolios with client goals and risk tolerance.

Brian Szymczak is a financial advisor with Wellment Financial and holds a Series 65 designation. He has five years of industry experience and has worked at FSR Wealth Management, Ltd. and Portfolio Solutions Group. He is also associated with FSR Insurance Planning, Ltd. as a licensed insurance agent. Wellment Financial provides investment management, manager selection, and financial planning services to individuals, high-net-worth individuals, and institutional clients. The firm focuses on retirement planning with an emphasis on tax strategies and uses diversified model portfolios managed through a third-party sub-advisor and wrap-fee platform.