John Van Ermen is a financial advisor at Exemplar Wealth Advisors, LLC in Oak Park, IL, holding Series 63, 65, and 66 licenses. He has worked in the financial industry since 2015, including positions at JPM Consulting and Cetera. Exemplar Wealth Advisors provides portfolio management and financial planning services for individuals, high-net-worth clients, and charitable organizations. The firm employs a multifaceted investment approach incorporating charting, cyclical, fundamental, quantitative, and technical analysis combined with modern portfolio theory, and offers discretionary management with ongoing portfolio monitoring.

Michael Thompson is a CFA® charterholder with 11 years of industry experience. He currently serves as a financial advisor at Thompson Capital Management, LLC and Little Harbor Advisors, LLC, where he holds the role of Portfolio Manager. His prior experience includes positions at Kaizen Advisory and Typhon Capital. Thompson Capital Management provides investment management and financial planning primarily to individual and high-net-worth clients, and also serves other advisers through sub-advisory arrangements. The firm employs a model-driven investment approach across multiple strategies, utilizing equities, fixed income, options, and exchange-traded products, including derivatives and VIX-linked instruments.

Brittany Boma is a financial advisor at Joseph Wealth Management, LLC with four years of industry experience. She holds a Series 66 designation and also operates BOMA LLC, a law contract review firm where she works as an attorney. Prior to joining Joseph Wealth Management, she has held roles at Joseph Eden Capital, CTA, and the City of Chicago. Joseph Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations. The firm manages approximately $17.6 million in discretionary client assets and employs a mix of fundamental, technical, cyclical, and modern portfolio theory approaches, including more active strategies such as short-term options trading for suitable accounts.

Jeffrey Holland is a Series 65-licensed financial advisor with 23 years of industry experience. He has been with VIA IV Investments, LLC since 2002. VIA IV Investments, LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as businesses, charities, estates, and trusts. The firm uses broadly diversified, custom-indexed model portfolios combined with periodic rebalancing and external research, and offers alternative private fund access and a discretionary digital advice program with lower minimums.

Mario Tate is a Series 65-licensed financial advisor at Millennial Wealth Advisors in Chicago, IL, with nine years of industry experience. He has worked at Millennial Wealth Advisors since 2018 and previously spent time at Banyan Tree Investment Consulting, LLC, and Tatewick Enterprises. Millennial Wealth Advisors is an SEC-registered investment adviser serving individuals, high-net-worth clients, family offices, pension and profit-sharing plans, trusts, and other entities. The firm focuses on portfolio management and consolidated reporting, employing technical analysis and a mix of long- and short-term trading strategies, primarily using non-discretionary assets with client trade approval.

Michael Kwon is a financial advisor with Steward Advisors, LLC in Chicago, IL, holding Series 65 and Series 66 designations and 13 years of industry experience. He has been with Steward Advisors since 2013. Steward Advisors serves individuals, businesses, trusts, estates, retirement plans, charitable organizations, corporations, and family offices with fee-based financial planning and private portfolio management. The firm manages approximately $137 million in assets, offering integrated financial planning, Monte Carlo retirement analysis, and tailored portfolios that include ETFs, mutual funds, individual securities, and derivatives strategies.

Young Im is a CFA® charterholder and holds a Series 63 license, currently serving as an advisor at Burling Wealth Partners in Chicago, IL. He has 14 years of industry experience, including 13 years at CI Segall Bryant & Hamill before joining Burling Wealth Partners. Burling Wealth Partners is an SEC-registered advisory firm that offers investment management and comprehensive financial planning to individuals, family offices, trusts, estates, private foundations, corporations, and qualified retirement plans. The firm employs a client-centered, holistic process and typically pursues a long-term investment approach while maintaining flexibility for tactical adjustments.

Frank Pavlica is a financial advisor with Strategic Investment Solutions, Inc. and holds Series 63 and Series 65 licenses. He has 40 years of industry experience and has worked at Purshe Kaplan Sterling Investments, LPL Financial LLC, and has operated his own CPA firm since 1976. He serves on the board of directors for Cornerstone National Bank & Trust Company and provides tax preparation and accounting services through his CPA practice. Strategic Investment Solutions is an SEC-registered multi-advisor firm offering discretionary portfolio management and model-portfolio services to individuals, pension plans, trusts, and estates. The firm employs a hybrid passive investment approach based on asset allocation and the Efficient Markets framework, using institutional funds primarily from Dimensional Fund Advisors and maintaining a long-term, buy-and-hold strategy with periodic reviews.

Jared Winkers is a financial advisor at Rothschild Wealth LLC with five years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Northwestern Mutual Wealth Management Company and QCR Holdings. Rothschild Wealth LLC serves individuals, high-net-worth clients, corporate executives, trusts, pension and profit-sharing plans, and other institutional and tax-exempt entities. The firm provides financial planning, portfolio management, retirement plan consulting, and coordinates tax and estate planning, utilizing asset-allocation models and quantitative tools to manage diversified investment portfolios.

Ryan Williamson is a CFP® professional with 26 years of industry experience. He has been with Horizon Wealth Management since 2014 and has worked with LPL Financial for over two decades. Outside of his advisory work, he is an author of a financial planning book and plays guitar in a band. Horizon Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm provides discretionary investment management and financial planning with a long-term, fiduciary approach, managing diversified portfolios and offering ongoing portfolio monitoring.

Mark Kerman is a financial advisor at RCM Wealth Advisors in Chicago, IL, with eight years of industry experience. He holds a Series 66 designation and has previously worked at Harvest Investment Services, LLC, and ProEquities, Inc. In addition to his advisory role, Kerman is a partner and CPA at Siepert & Co. LLP, an accounting firm where he provides accounting, consulting, and tax planning services. RCM Wealth Advisors is a multi-advisor SEC-registered firm managing approximately $324 million for around 530 clients, serving individuals, pension and profit-sharing plans, and corporate clients. The firm employs a combination of fundamental and cyclical analysis supported by an internal Investment Policy Committee, offering tailored portfolios and a variety of strategies including ETF-driven allocations and options-based programs.

Steven Resnik is a financial advisor at Burling Wealth Partners in Chicago, IL, holding a Series 65 designation with two years of industry experience. He previously worked at Edgewater Services, LLC and Fifth Street Asset Management, and held a role at Northwestern University. Burling Wealth Partners provides investment management and comprehensive financial planning to individuals, including high net worth clients, as well as entities such as family offices, trusts, and charitable organizations. The firm’s investment approach integrates fundamental and technical research to develop long-term portfolios primarily composed of equities, fixed income, mutual funds, and ETFs, with selective use of alternatives and external managers.

Christopher Chiu is a financial advisor at RCM Wealth Advisors in Chicago, IL, holding a Series 65 designation with 13 years of industry experience. He has been with RCM Wealth Advisors since 2013 and is also associated with Ralloc Capital LLC since 2011. RCM Wealth Advisors is a multi-advisor SEC-registered firm managing approximately $324 million for around 530 clients, including individuals, pension and profit-sharing plans, and corporate clients. The firm employs a combination of fundamental and cyclical analysis supported by a weekly Investment Policy Committee, offering customized portfolio management with both discretionary and non-discretionary account options and a variety of strategies including ETF-driven allocations and options-based hedging programs.

William Brennan is a financial advisor at LCM Capital Management Inc. in Chicago, IL, holding a Series 65 designation with nine years of industry experience. He has been with LCM Capital Management since 2015. LCM Capital Management provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a fundamental issuer analysis approach focused on long-term equity holdings and manages approximately $365 million in client assets through a team of nine advisors.

Timothy Mcgrath is a financial advisor at Riverpoint Wealth Management in Chicago, IL, with 36 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at LPL Financial from 2007 to 2020. Since 2013, he has been with Riverpoint Wealth Management Holdings, LLC. Riverpoint Wealth Management serves individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable and corporate entities, offering discretionary asset management, financial planning, and 401(k) consulting. The firm focuses on customized portfolio construction using quantitative optimization and an investment committee, managing approximately $748 million in discretionary assets with a small team.

Vincent Harambasic III is a CFP® with 21 years of industry experience, currently serving at Pinnacle Financial Group LLC. His prior roles include positions at Wells Fargo Clearing, JP Morgan Securities, Strategic Advisors, Inc., and Fidelity Investments. He is the managing member of ThreePillar Assets, LLC, which owns 50% of Pinnacle Financial Group. Pinnacle Financial Group LLC is a fee-only registered investment adviser managing approximately $673 million for about 390 clients, including individuals, pension plans, and charitable organizations. The firm employs a combination of fundamental, factor, optimization, and quantitative methods alongside modern portfolio theory to tailor portfolios, offering both financial planning and investment management services.

Jay Faler is a financial advisor at Providence Wealth Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at Standard Bank & Trust from 2012 to 2016 before joining Providence Wealth Advisors in 2017. Providence Wealth Advisors is an SEC-registered investment adviser that provides portfolio management, financial planning, and estate-planning advice to individuals, trusts, retirement plans, and government entities. The firm serves a range of clients including high-net-worth individuals and uses asset-allocation models based on modern portfolio theory to construct diversified portfolios.

Phillip Johnson is a financial advisor at Rothschild Wealth LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Rothschild Wealth since 2018. Johnson also serves as President of Rothschild Wealth LLC and Managing Director of Rothschild Investment LLC. Rothschild Wealth LLC advises individuals, high-net-worth clients, corporate executive groups, trusts, pension and profit-sharing plans, and other institutional and tax-exempt entities. The firm uses asset-allocation models tailored to client objectives and risk tolerance, employing quantitative methods and third-party software alongside discretionary and non-discretionary portfolio management.

Trevor Mcghie is a CFP® and Series 65 licensed advisor with one year of experience, currently with Serenity Investment Advisors. His prior experience includes roles at Verity Asset Management, IMP Financial Services, and Axa Advisors, as well as four years at Cal State Fullerton. Outside of advising, he serves as a sports official for US Water Polo, Inc. Serenity Investment Advisors is a five-advisor team managing approximately $376 million for nearly 400 clients, serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach based on fundamental analysis and offers multiple proprietary investment models, providing both discretionary and non-discretionary portfolio management.

Rita Bunch is a financial advisor at 4 Wealth Advisors, Inc. with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments and 4 Wealth Advisors since 2012. Additionally, she is involved with 4Wealth Insurance Group, where she evaluates life insurance needs. 4 Wealth Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm offers portfolio management and comprehensive financial planning using a range of analytical methods, with a distinctive affiliation to an accounting firm and related insurance entity.