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 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab in various capacities from 2018 to 2025, as well as at WisdomTree Asset Management and Schroder Investment Management. Atlatl Advisers serves individual clients, including high-net-worth households, and institutional clients such as retirement plans and family-owned businesses, providing financial planning, consulting, and both discretionary and non-discretionary investment management. The firm emphasizes a five-part investment framework and offers specialized services including 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.

Michael Herrmann is a financial advisor with Uhlmann Investment Management, L.L.C., holding Series 63 and Series 66 designations and bringing 40 years of industry experience. His prior roles include positions at Uhlmann Price Securities, Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. Uhlmann Investment Management provides discretionary and non-discretionary portfolio management to individuals, institutions, and trusts. The firm emphasizes fundamental analysis and long-term asset allocation, using a range of investment vehicles including stocks, bonds, ETFs, alternatives, and third-party manager programs tailored to clients’ objectives and risk profiles.

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.

Shane Swanson is a financial advisor with Mutual of Omaha Investor Services, Inc., holding CFP® and ChFC® designations and over 32 years of industry experience. His prior roles include positions at New York Life Insurance Company and Eagle Strategies. Swanson is also licensed as an insurance agent, focusing on life, annuity, disability, and long-term care insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

James Neaylon is a financial advisor at IP Financial Advisory Services LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at MML Investors Services, Inc. for 25 years and Equitable Advisors for one year. Outside of his advisory work, Neaylon serves as president of the Illinois Manufacturing Foundation, a nonprofit focused on adult education, and holds board positions with several nonprofit organizations related to mental health and education. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, managed account programs, and retirement-plan consulting. The firm emphasizes customized portfolios and a focus on non–high-net-worth individuals, combining traditional investment advisory services with insurance and risk management consulting.

John Braeseke is a financial advisor at Chicago Partners Investment Group LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Charles Schwab & Co., Inc. for 35 years. Outside of finance, he is involved in voiceover and acting work. Chicago Partners Investment Group LLC serves a diverse client base including individuals, trusts, endowments, and corporations, offering portfolio management, financial planning, and retirement services. The firm employs a long-term, diversified investment approach with customized portfolios and sponsors affiliated pooled investment vehicles.

Michele Strauts is a financial advisor with Ausdal Financial Partners, Inc. in Park Ridge, IL, holding a Series 66 designation and 22 years of industry experience. She has been with Ausdal Financial Partners since 2010. Outside of her advisory work, Michele is an online influencer focusing on interior design, seasonal decor, and table setting. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing both discretionary and non-discretionary strategies across a wide range of investment products.

Kenneth Guttentag is a financial advisor with Northern Trust Securities, Inc., holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Northern Trust Securities since 2000. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers model-driven discretionary portfolio management through a wrap fee program that includes Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs delivered via the Fidelity Managed Account Xchange platform.

Rishit Shah is a financial advisor at Simplicity Wealth with a Series 65 credential and one year of industry experience. Prior to his current role, he has held positions at NMS Portfolios, Discover, Kin and Carta, and other firms, including work as a software engineer. Outside of his advisory work, he is a registered health insurance broker assisting individuals during open enrollment. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, as well as other financial firms. The firm offers financial planning, portfolio management, and retirement plan services, utilizing a fund-of-funds strategy with ETFs, mutual funds, and model portfolios that incorporate independent managers and optional overlays like tax optimization.

Luke Pawelkiewicz is a financial advisor with FourStar Wealth Advisors, LLC in Chicago, IL, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services and Corey McQuade. FourStar Wealth Advisors serves a wide range of clients including high-net-worth individuals, pension plans, and charitable organizations. The firm employs both fundamental and technical analysis to tailor portfolios across various asset classes and also provides retirement plan consulting and private fund advisory services.

Saraphina Peters is a financial advisor at Merit Financial Advisors in Chicago, IL, holding a Series 66 designation with two years of industry experience. Her prior experience includes roles at Purshe Kaplan Sterling Investments, Commonwealth Financial Network, and Blueprint Wealth Advisors, as well as several positions at the University of Dayton. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach managed by an internal team, allowing advisors to customize portfolios to client needs.

Michael Drozd is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. His prior roles include positions at Bank of America, Merrill, Citigroup, and JPMorgan Chase Bank. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment approaches, managing a substantial portion of assets on a non-discretionary basis through programs like the LaSalle St. Asset Management Program (LAMP).