Patrick Wade is a CFA® charterholder with seven years of industry experience. He has worked at Chicago Partners Investment Group LLC since 2019 and previously was employed at Wintrust Financial Corp. from 2017 to 2019. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, not-for-profit plans, endowments, corporations, and other business entities. The firm employs a long-term, diversified, asset-allocation approach incorporating fundamental analysis and quantitative optimization across a range of investment vehicles.

Charles Kiker is a CFP® professional with over 33 years of experience in the financial advisory industry. He is currently with VestGen Advisors, LLC and has held prior roles at Commonwealth Financial Network, Ek&A, and Mass Mutual Investors Services. Outside of his advisory work, he is a partner in Esposito Kiker & Associates, which manages his team’s compensation and benefits, and he also owns a business involved in the sale of life, disability, and long-term care insurance products. VestGen Advisors, LLC is an SEC-registered investment adviser managing approximately $6.66 billion for over 22,700 clients. The firm provides discretionary and non-discretionary investment management, financial planning, and ERISA 3(21) retirement plan services, employing a client-specific strategy that incorporates fundamental, technical, and quantitative analysis along with modern portfolio theory.

Liam Duffy is a financial advisor at FourStar Wealth Advisors, LLC with a Series 65 designation and three years of industry experience. His prior work includes roles at John B. Sanfilippo And Son, Lifetime Fitness, and Joe's Brewery. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm combines fundamental and technical analysis and manages portfolios mainly on a discretionary basis, tailoring investments to clients’ risk tolerance and time horizon.

Jeffrey Kochan is a Certified Financial Planner® with 12 years of industry experience, currently serving as an advisor at Highpoint Planning Partners. He has held roles with Highpoint Advisor Group, LPL Financial, Parkland Securities, Sequoia Premier Partners, and Strategic Tax Partners. Kochan is involved in tax preparation and accounting through his work with Strategic Tax Partners in Naperville, IL. HighPoint Advisor Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and sponsors a wrap-fee program, utilizing fundamental analysis and a variety of investment vehicles to construct personalized portfolios.

Charles Garrido is a financial advisor with A.G.P. / Alliance Global Partners in Chicago, IL, holding Series 63 and Series 65 licenses and with 43 years of industry experience. He previously worked at McDonald Partners LLC, Sanctuary Securities, Inc., and KeyBanc Capital Markets Inc. He serves as president of the FAF Foundation, a charitable 501(c)(3) organization, and holds board roles at RAICES, a nonprofit focused on asylum and migrant advocacy. Garrido is also working on authoring two books, one on his Cuban upbringing and another on financial strategies. A.G.P. / Alliance Global Partners is a multi-team SEC-registered investment adviser and FINRA-member broker-dealer with approximately 131 advisors managing about $2.95 billion for over 7,000 clients. The firm employs an open-architecture investment approach combining internally managed and sub-advised strategies, with offerings that include portfolio management, financial planning, retirement-plan advisory, and brokerage services.

John Karavouzis is a CFP® with 14 years of industry experience, currently serving as an advisor at JMG Financial Group Ltd since 2018. His prior experience includes roles at Highpoint Advisor Group, LLC and LPL Financial, LLC. JMG Financial Group advises individuals, trusts, retirement plans, business entities, and charitable organizations with comprehensive wealth management, portfolio management, and consulting services. The firm employs a planning-based, long-term investment approach focused on strategic asset allocation and offers a range of investment options including ETFs, mutual funds, equities, fixed income, and alternative investments.

Nicole Polanco is a CFP® professional with eight years of industry experience, currently serving at Chicago Partners Investment Group LLC since 2015. She holds the Series 65 designation and is based in Chicago, IL. Chicago Partners Investment Group LLC advises a diverse client base, including individuals, trusts, endowments, corporations, and not-for-profit plans. The firm employs a long-term, diversified investment approach, utilizing fundamental analysis and a range of strategies such as direct indexing and tax-loss harvesting, while offering customized portfolio management and financial planning services.

Herman Tkach is a CFP® professional at Soltis Investment Advisors, LLC with 19 years of industry experience. His prior roles include positions at Mercer Global Advisors, U.S. Bancorp Investments, U.S. Bank, and TIAA-CREF. He serves on the board of his condominium association and is a board member and endowments committee member of the Jewish United Fund of Metropolitan Chicago’s Russian Speaking Jewish Division. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension consulting to individuals, institutions, trusts, endowments, and retirement plans, managing approximately $13 billion in assets. The firm employs a Modern Portfolio Theory-based approach that integrates quantitative screening and qualitative manager due diligence and emphasizes ongoing client communication through regular reviews and market commentary.

John Eberle is a financial advisor at FourStar Wealth Advisors, LLC in Chicago, IL, holding Series 63 and Series 65 licenses with 26 years of industry experience. His prior roles include positions at Vivaldi Capital Management LLC, Taiber Kosmala, and Fiduciary Financial Partners LLC. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a combination of fundamental and technical analysis with diversified asset allocation, managing portfolios primarily on a discretionary basis tailored to clients’ risk tolerance and time horizon.

Willard Einspar is a CFP® professional with over 32 years of industry experience, currently serving as an advisor at Highpoint Planning Partners. He has been affiliated with Highpoint Advisor Group, LLC and LPL Financial since 2016. HighPoint Advisor Group serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management and financial planning services, implementing portfolios through fundamental analysis and utilizing a range of investment vehicles and third-party platforms.

David Donnelly is a financial advisor at SpiderRock Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at BlackRock Investments, LLC since 2024. Outside of his advisory role, he provides advice to the CEO of Trove, LLC, a company that offers loans to individuals. SpiderRock Advisors, LLC provides discretionary overlay and portfolio management services to institutional and wealth-management clients, utilizing a rules-based, systematic approach that combines quantitative and fundamental inputs. The firm is known for its expertise in listed derivatives and dynamic option overlays, serving a diverse client base including asset managers, family offices, and pension funds.

Benjamin Caruso is a financial advisor with Highpoint Planning Partners, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at LPL Financial, Edward Jones, Bank of America, Merrill Lynch, MB Financial Bank, and Cetera. Caruso provides investment advisory services through HighPoint Advisor Group, LLC, an independent firm separate from LPL Financial. HighPoint Advisor Group serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, and retirement plan advisory, implementing portfolios through fundamental analysis across various asset classes and utilizing multiple advisory platforms.

Kevin Graham is a financial advisor at Plancorp, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Zacks Investment Management and LBMZ Securities. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans by offering wealth management, investment management, financial planning, pension consulting, business owner succession planning, and tax preparation services. The firm follows a Modern Portfolio Theory-based investment process, provides discretionary and non-discretionary management, and integrates tax-aware strategies such as tax-loss harvesting into ongoing portfolio reviews.

Jonathan Hoenig is a Series 65 credentialed advisor at Quartz Partners Investment Management with one year of industry experience. He previously worked for Fox News Channel and Capitalistpig Hedge Fund LLC for ten years each and contributes to Fox Business Network in a non-investment broadcasting role. Outside of finance, he owns a parking space rental company in Chicago. Quartz Partners Investment Management serves individual investors, retirement plans, institutions, and financial intermediaries with model-based investment management. The firm combines top-down macro analysis and bottom-up stock selection, offering discretionary portfolios monitored by an investment committee and delivering models via multiple platform arrangements.

Azita Aminian is a financial advisor at Centennial Securities Company, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 36 years of industry experience. She has been with Centennial Securities since 2011. Centennial Securities Company, Inc. is a multi-team advisory firm managing approximately $1.15 billion in assets. The firm serves individuals, trusts and estates, retirement plans, foundations, endowments, and business entities, offering discretionary and non-discretionary investment management, financial planning, and access to third-party manager programs.

Jeremy Schares is a CFP® with 18 years of industry experience and is currently with Waverly Advisors, LLC. Prior to joining Waverly Advisors in 2024, he worked for 16 years at StrategIQ Financial Group, LLC. He is also a member of two holding companies, IQ Companies, LLC and WAAM TOPCO, LLC. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private markets allocations and offers a range of services including financial planning, retirement plan consulting, and multi-family office solutions.

Liam Garvey is a financial advisor at Belpointe Asset Management LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera and First Merchants Trust Co NA. Outside of his advisory role, Garvey is involved in nonprofit activities, serving as a fundraising ambassador for Little Heroes League, a board member and assistant hockey coach at Mount Carmel High School, and founder of the nonprofit Day One Provisions and Events (D.O.P.E.). Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios with a range of passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Mark Toledo is a CFA® charterholder with 28 years of industry experience. He has been with Chicago Partners Investment Group LLC since 2013 and serves as president of an inactive registered investment adviser, Total Portfolio Management, LLC. Chicago Partners Investment Group LLC advises a diverse client base including individuals, trusts, endowments, and corporations. The firm employs a long-term, diversified investment approach, utilizing fundamental analysis and customized portfolios with strategies such as direct indexing and tax-loss harvesting.

Ryan Mc Evily is a Series 65 licensed financial advisor with Plante Moran Financial Advisors in Chicago, IL, with two years of industry experience. He joined Plante Moran in 2023 after prior roles at Jessup Wealth Management and the University of Dayton. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including high-net-worth individuals, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment approach combining fundamental, technical, and cyclical analysis with proprietary market valuation tools.

Robert Lively is a CFP® professional with three years of experience currently serving at JMG Financial Group Ltd. He has been with JMG Financial Group in various roles since 2018. Outside of financial advising, his background includes work with Ruth Lake Country Club and entrepreneurial involvement with Powder Hound Snow Removal, LLC. JMG Financial Group provides comprehensive wealth and portfolio management services to individuals, trusts, retirement plans, business entities, and charitable organizations. The firm employs a planning-based, long-term investment approach emphasizing strategic asset allocation and offers services including in-house tax consulting and private investment fund advising.