Barbara Kelly is a financial advisor at AZA Capital Management with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Castleview Partners, LLC and InterOcean Capital. Outside of her advisory role, Ms. Kelly serves as Director of McLennan Partners Ltd., a UK company investing in a bed and breakfast, and owns Mint Private Enterprises, LLC, which provides administrative services for a family office. AZA Capital Management serves individuals, families, financial advisors, institutions, retirement plans, and charitable organizations. The firm uses quantitative and qualitative research to implement tactical, multi-factor asset allocation strategies primarily through index-based ETFs and also acts as a sub-advisor and strategy provider to other investment advisers and platforms.

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.

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.

Debbiann Frenzel is a financial advisor at Parkside Investments, LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Parkside since 2018, previously spending 10 years at Cedar Hill Associates, LLC. Parkside Investments is an SEC-registered adviser serving high net worth individuals, families, and institutional clients with discretionary wealth management and portfolio management. The firm employs a fundamental, long-term large-cap core equity approach, supplemented by fixed income, ETFs, option-based strategies, and private investment allocations, managing over $1 billion in assets with a focus on proprietary pooled funds and performance-based compensation models.

Melvin Lubelski is a financial advisor with SGL Financial, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at Fifth Third Securities, Cetera, and Bank Financial. He is also a licensed insurance agent. SGL Financial, LLC provides fee-based investment management, financial planning, and consulting services to financially established individuals, high-net-worth clients, small businesses, and certain retirement plans. The firm operates under a fiduciary standard and emphasizes diversified asset allocation and long-term investment horizons, often implementing portfolios through third-party managers.

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.

Michael Mazursky is a ChFC® credentialed advisor with over 31 years of industry experience. He is president of North Star Investment Management Corporation and North Star Benefits LLC and has been with North Star Investment Management since 2009. Prior to this, he worked at PRP Advisors LLC and NewEdge Securities, Inc. In addition to his advisory role, he serves as president of an affiliated insurance and benefit planning firm, North Star Benefits LLC. North Star Investment Management serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering discretionary portfolio management, financial planning, and family office services. The firm manages approximately $2.5 billion in assets, employs a range of investment strategies, and sponsors multiple mutual funds that are often used in client portfolios.

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.

Robert Youman is a financial advisor at E. A. Horwitz LLC with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has been with E. A. Horwitz since 2016. He also serves as a board member of Finward Bancorp, a bank holding company. E. A. Horwitz LLC provides portfolio management and comprehensive financial planning primarily for individual clients, focusing on a conservative, principal-preservation investment approach tailored to individual needs. The firm combines small-firm client service with institutional trading and compliance infrastructure.

Erik Miller is a financial advisor at Essex LLC with a Series 65 designation and one year of industry experience. Prior to joining Essex, he worked at Safe Harbor Wealth Advisors and has a background including roles at Miami University and several golf and country clubs. Essex LLC is a registered investment adviser serving individuals, trusts, retirement plans, and charitable organizations, managing approximately $649 million across 576 client accounts. The firm employs a multi-member investment policy committee to guide portfolio construction using a combination of fundamental, technical, and sector analysis across various asset classes.

Nancy Fehrenbach is a CFP® and CFA® credentialed advisor with nine years of industry experience. She is currently with Nadler Financial Group, Inc. and Aisdal Financial Partners, Inc., having previously worked at Moller Financial Services, AMG National Trust, and Phase 3 Advisory Services. Fehrenbach is also registered as an Independent Insurance Agent, a role she has held since 2017. Nadler Financial Group serves individuals, charitable organizations, business entities, and retirement plans, providing discretionary investment management and, upon request, financial planning and retirement plan consulting. The firm employs tactical asset allocation across diversified vehicles and offers a program tailored for smaller accounts alongside multi-advisor scale and institutional support from Schwab Advisor Services.

Martin Kohlieber is a financial advisor at SGL Financial, LLC with seven years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining SGL Financial in 2022, he worked at E*TRADE Securities LLC from 2018 to 2022. SGL Financial, LLC is a fee-based investment adviser serving financially established individuals, high-net-worth clients, small businesses, and certain retirement and profit-sharing plans. The firm focuses on broad diversification and long-term asset allocation, implementing portfolios primarily through third-party money managers and a sub-advisory relationship with Savant Capital.

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.

Michael Collins is a financial advisor at Kingsbury Capital Investment Advisors LLC in Chicago, holding Series 63 and Series 65 designations with 26 years of industry experience. He previously worked at Robert W. Baird from 2010 to 2017 and was associated with Kingsbury Capital, Inc. from 2017 to 2019. Outside of his advisory work, he is a member of Valence Partners LLC, a member-managed LLC based in Chicago. Kingsbury Capital Investment Advisors is an SEC-registered firm serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm offers portfolio management, financial planning, and institutional retirement advisory services, often managing accounts on a discretionary basis and providing ERISA-focused services for retirement-plan clients.

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.