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 a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm combines fundamental and technical analysis to tailor portfolios across a variety of investment vehicles, providing financial planning, investment management, and retirement plan consulting.

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, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at McDonald Partners LLC, Sanctuary Securities, Inc., and KeyBanc Capital Markets Inc. Outside of advising, he serves as president of the FAF Foundation, a charitable organization, and holds board and finance committee roles with RAICES, a nonprofit focused on asylum and migrant advocacy. He is also working on authoring two books, one about his Cuban upbringing and another on financial strategies. A.G.P. / Alliance Global Partners is a dually registered investment adviser and broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm emphasizes international investing and offers a range of portfolio management, financial planning, 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® with nine years of industry experience, currently serving at Chicago Partners Investment Group LLC since 2015. She holds a Series 65 license and works from Chicago, IL. 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, offering family office, trustee, and retirement-plan consulting services. The firm employs a long-term, diversified, asset-allocation approach combining fundamental analysis with quantitative optimization across various investment strategies, including mutual funds, ETFs, direct indexing, and fixed income.

Herman Tkach is a CFP® professional with 19 years of experience in financial advisory roles. He is currently with Soltis Investment Advisors, LLC and has held positions at Mercer Global Advisors, U.S. Bancorp Investments, TIAA-CREF, TD Ameritrade, and Ameriprise. He serves on the board of the Jewish United Fund of Metropolitan Chicago, supporting the Russian Speaking Jewish community, and is involved in leadership roles within his condominium association. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension consulting to a diverse client base that includes individuals, institutions, trusts, and retirement plans. The firm uses a Modern Portfolio Theory-based investment process that incorporates both quantitative and qualitative analysis, offering a range of investment options and regular client communications.

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, Fiduciary Financial Partners LLC, and J.P. Morgan Securities. FourStar Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm combines fundamental and technical analysis to tailor investment portfolios across various asset classes, including mutual funds, ETFs, individual securities, and private funds, while providing ongoing account monitoring and retirement plan consulting.

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.

Michael Bruno is a ChFC®-designated financial advisor with 43 years of industry experience. He is currently with LaSalle St. Investment Advisors, L.L.C. and has previously worked with Securities America Advisors and Invest Financial Corp, among others. Outside of his advisory role, he serves as president of MJB Financial Services, Inc., an insurance sales business. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, with a notable emphasis on non-discretionary asset management.

Elana Feigenblatt is a financial advisor at CL Wealth Management LLC in Schaumburg, IL, with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with CL Wealth Management since 2013. She also maintains an affiliation with Cabot Lodge Securities LLC. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, and client education, tailoring investment strategies using fundamental and technical analysis, custom model portfolios, and regular monitoring.

James Mcgovern is a CFP® with 41 years of industry experience, currently serving at Capital Analysts. He previously worked at Lincoln Investment for 14 years and Cincinnati Analysts, Inc. for another 14 years. Outside of advisory work, he owns and operates J.McGovern and Associates, a fixed insurance sales business. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs, utilizing both discretionary investment management by an in-house team and non-discretionary advisory services.

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.

Daniel Nakano is a CFP® with 20 years of industry experience, currently serving at Curi Capital, LLC. He has held positions at RMB Capital Management LLC, Morgan Stanley, Advantage Investment Management, LLC, and Equitable Advisors. Nakano is based in Chicago, IL. Curi Capital provides wealth management, investment management, retirement plan consulting, family office services, and a subscription offering for early-career medical professionals. The firm serves individuals, high-net-worth clients, and institutional clients, employing a long-term, fundamentally driven investment approach across a range of strategies and portfolio types.

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.

Mark Toledo is a CFA® charterholder with 28 years of industry experience. He is currently an advisor at Chicago Partners Investment Group LLC, where he has worked since 2013. Prior to that, he was with Total Portfolio Management, LLC for 21 years and with Mesirow Financial Investment Management, Inc. for seven years. He maintains an inactive registered investment adviser registration as president of Total Portfolio Management, LLC. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, endowments, corporations, and other entities, offering financial planning, portfolio management, and family office consulting. The firm employs a long-term, diversified investment approach integrating fundamental analysis with quantitative methods across a broad range of asset types, including mutual funds, ETFs, and structured notes.

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.