Vincent DeCrow is a financial advisor at RISE Investment Management, LLC (dba RISE Investments) with 7 years of direct industry experience. He holds the Series 65 designation and has worked at RISE since 2019, following roles at Origin Investments and Duff & Phelps, LLC. RISE Investments provides discretionary investment management and financial planning services to individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and non-profit organizations. The firm emphasizes long-term equity ownership, tax efficiency, and diversified portfolio construction, offering access to private placements and manager-of-managers solutions.

Brady Lawrence is a financial advisor at RCM Wealth Advisors with a Series 65 credential and four years of industry experience. He has worked at RCM Wealth Advisors since 2022 and is also involved with RCM Ag Services and Strategic Trading Advisors, where he specializes in commodities hedging and agricultural market research. Prior to his advisory roles, he attended the University of Mississippi. RCM Wealth Advisors is a multi-advisor SEC-registered firm managing approximately $324 million for around 530 clients, including individuals, pension plans, and corporate clients. The firm uses a combination of fundamental and cyclical analysis, supported by an internal Investment Policy Committee, and offers tailored portfolio management with both discretionary and non-discretionary account options.

Jared Goldstine is a dedicated financial advisor at Stirlingshire Investments, bringing 8 years of hands-on industry experience to help clients achieve their financial goals with confidence and clarity. He holds the Series 7 license and is a Retirement Income Certified Professional (RICP). Jared has built his expertise at respected firms including Park Avenue Securities, Guardian Life Insurance Company and Northwestern Mutual. In addition to his professional work, Jared serves as Vice President of First Choice Networking Group, a professional networking organization, where he volunteers his time to connect business leaders and foster meaningful relationships in the community. Stirlingshire Investments is a forward-thinking wealth management firm on the leading edge of AI and technology in the financial services industry. We deliver discretionary portfolio management to individuals, trusts, families, and institutions — serving both non-high-net-worth and high-net-worth clients with sophisticated, personalized strategies. By combining deep human expertise with advanced AI-powered analytics, machine learning models, and cutting-edge technology platforms, Stirlingshire provides a significant edge in portfolio construction, risk management, and opportunity identification. Our team utilizes multiple analytical methods and offers a broad range of investment solutions, including mutual funds, ETFs, fixed income, REITs, private placements, and venture/alternative vehicles. At Stirlingshire, we believe the future of wealth management belongs to those who intelligently merge proven financial principles with the most advanced tools available. Jared Goldstine and the entire team are committed to delivering innovative, technology-enhanced investment solutions tailored to each client’s unique objectives, risk tolerance, and timeline.

Nicole Amore is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Parallel Advisors, LLC since 2025. Prior to joining Parallel, she worked at Falcon Wealth Planning, Inc., E*TRADE Capital Management LLC, E*Trade Securities LLC, and Morgan Stanley. She also serves as an adjunct professor of finance at multiple institutions, including Harper College, UCLA Extension, New York University, and John Carroll University. Parallel Advisors serves individuals, businesses, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes fundamental, technical, and cyclical analysis, and integrates held-away account management and adviser-only investment vehicles.

Director of Private Funds focused on alternative investment product strategy, capital formation, and platform leadership. Lead the development, commercialization, and governance of private market solutions across private equity, private credit, hedge funds, infrastructure, and co-investments. Partner with investment and distribution leadership across a $100B+ platform serving institutional, family office, private wealth, and international clients. CIBC Asset Management and CIBC Private Wealth Advisors provide investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal teams and committees to deliver customized portfolio management and offers access to specialized strategies, including options hedges and structured notes, with a notably high assets-under-management per advisor ratio.

Tom Sunny is a financial advisor with Eagle Strategies (NY Life) based in Schaumburg, IL, holding Series 63 and Series 66 credentials and nine years of industry experience. He operates Sunny Financial Strategies, LLC, offering New York Life products and brokering non-registered insurance products. He serves as a board member and marketing director for the Illinois chapter of the National Association of Insurance and Financial Advisors (NAIFA). Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Richard Smith is the founder, CEO, and Chief Investment Officer of SRC Capital Management, an independent investment advisory firm based in Chicago, IL. He holds Series 63 and Series 65 credentials and has over 20 years of industry experience. Alongside his advisory work, he has taught at multiple universities, including DeVry University, Southern New Hampshire University, Chicago Public School District 299, Argosy University, and University of Phoenix. SRC Capital Management provides discretionary investment management services to individuals, nonprofit and for-profit entities, endowments, pension plans, and government clients. The firm employs a fundamental, bottom-up value investing approach focused on under-owned and under-researched domestic equities, with an emphasis on stock selection and sector diversification to manage downside risk.

John Doncaster is the principal advisor of Doncaster Wealth LLC in Hinsdale, IL, with 12 years of industry experience. He previously spent over a decade with Northwestern Mutual in various roles and has maintained an ongoing affiliation with Pacific Life since 2012. Outside of his advisory work, he is also involved in insurance sales and servicing. Doncaster Wealth LLC is an independent registered investment adviser serving approximately 35 clients with $11 million in assets. The firm offers discretionary asset management and fee-based financial planning, employing tailored investment strategies that incorporate fundamental and cyclical analysis alongside Modern Portfolio Theory.

Wander Cedano is a financial advisor with Golden Foundation Advisors in Chicago, holding a Series 65 designation and three years of industry experience. His prior work includes roles at RWA Wealth Partners, Adviser Investments, and the Federal Reserve Bank of Boston. Golden Foundation Advisors is an independent, fee-only firm providing financial planning and investment management services to individuals and high-net-worth clients. The firm emphasizes passive investment construction through diversified funds and uses an institutional custodial platform with discretionary trading and semi-annual account reviews.

Edgardo Navarro is a financial advisor at Navarro Asset Management, LLC with three years of industry experience. He holds a Series 65 designation and has been managing investments at Navarro Asset Management since 2022. Navarro is also the Managing Director of Kocoon Investments, LLC, a family investment entity he has been involved with since 2014. Navarro Asset Management serves individuals, including high net worth clients, as well as trusts and estates, providing discretionary and non-discretionary investment management along with financial planning and consulting. The firm employs a diversified investment approach using mutual funds, ETFs, equities, bonds, options strategies, and private funds, and incorporates fundamental, technical, and charting analysis methods.

Julia Zakarias is a CFP® with 21 years of industry experience and is the principal advisor at Genfi LLC, an independent firm based in Chicago, IL. She has been affiliated with Generations Family & Fiduciary Services LLC since 2011. In addition to her advisory role, Zakarias is a Certified Public Accountant and provides tax compliance and limited accounting services to certain investment clients through her affiliated tax practice, GenFi Tax. Genfi LLC serves family groups, individuals, trusts, corporations, corporate executive groups, and retirement plans with discretionary and non-discretionary portfolio management, comprehensive financial planning, family office services, and tax and estate planning. The firm creates client-specific investment policy statements and constructs portfolios based on goals, time horizons, cash-flow needs, tax considerations, and risk tolerance, while maintaining an affiliated tax compliance practice that offers multi-year tax projections and return preparation.

Michael Akinosho is the principal advisor at MOA Advisory & Financial Services Co. He holds a Series 65 designation and has five years of industry experience. Prior to his current role, he held positions at Engooden Health Inc. and Global View Capital Management, Ltd. In addition to his advisory work, he serves as Manager of Technical Accounting for the American Medical Association, overseeing financial reporting and budgeting for over 240 physicians and medical students. MOA Advisory & Financial Services Co is a state-registered investment adviser that provides discretionary portfolio management and financial planning to individuals, families, trusts, estates, pension and profit-sharing plans, pooled investment vehicles, and small businesses. The firm integrates a long-term core asset-allocation approach with technically based, rule-driven strategies, and maintains an in-house tax and accounting practice offering tax preparation and planning services alongside its advisory work.

Alka Oberoi is a financial advisor with Leading Edge Wealth Management, LLC in Rolling Meadows, IL, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. She has been with Leading Edge Wealth Management since 2008 and also has experience with Leigh Baldwin & Co., LLC and Copley Alternative Investments Inc. Outside of her advisory role, she is involved in retirement income and comprehensive planning through fixed life insurance products. Leading Edge Wealth Management serves individual and high-net-worth clients and their related trusts and estates, offering both discretionary and non-discretionary portfolio management, written financial planning, and educational seminars. The firm applies a client-specific investment approach based on modern portfolio theory, utilizing a range of institutional mutual funds, ETFs, individual securities, and third-party models, and incorporates quantitative methods and third-party research in its analysis and implementation.

Brian Wolf is the sole advisor at Bright Lantern Financial LLC in Chicago, IL, where he has worked since 2011. He holds a Series 65 designation and has 14 years of industry experience. Bright Lantern Financial LLC is a fee-only registered investment adviser serving individual clients with discretionary portfolio management and standalone financial planning. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, focusing on broad diversification with low-cost index funds and ETFs, cost management, and tax-efficient strategies.

Rolando Intia is a financial advisor at ITaxAndInvestments, Inc. in Chicago, IL, holding Series 63 and Series 65 credentials with six years of industry experience. His prior roles include positions at Lakeshore Capital Group, J.W. Cole Advisors, and Transamerica Financial Advisors. ITaxAndInvestments, Inc. offers tax preparation, financial planning, and discretionary portfolio management services to a wide range of clients including individuals, retirement plans, trusts, and business entities. The firm combines investment advisory with tax and accounting services, using model portfolios and maintaining client accounts on a discretionary basis through the Altruist Financial custodial platform.

At Wysopal Wealth, we specialize in helping high-income professionals and former athletes manage the complexities of equity compensation and variable income. Our goal is to make sure your money works for you—today and for the future. We focus on creating personalized, values-driven financial plans that allow you to live fully now while planning for what’s next. I’m Brett Wysopal, a proud girl dad of two and a former minor pro hockey player. My experience in sports taught me discipline, focus, and resilience, all of which I apply to financial planning. After spending years navigating the world of equity compensation, I’ve made it my mission to help families simplify their finances, reduce tax burdens, and achieve their life goals. Our approach at Wysopal Wealth is rooted in personalized attention. We keep our client list small, ensuring every client receives the time and care they deserve. We dive deep into your financial situation, understanding your numbers, values, and what matters most to you. This allows us to tailor your financial strategy to your unique goals, whether that’s managing your equity, preparing for retirement, or planning a family legacy. Equity compensation is often the largest part of our clients' wealth, but it comes with complexities—ISOs, RSUs, stock options, and significant tax implications. Many people wait too long to make decisions about their equity, resulting in missed opportunities or unexpected tax bills. At Wysopal Wealth, we take a proactive approach, creating a strategy for when and how to execute your equity plans, minimize tax liability, and diversify your holdings. At Wysopal Wealth, financial happiness is the goal. We believe that money should support the life you want, and we’re here to help you make that happen.

Michael Chrisler is a financial advisor with MJC Financial Fitness LLC in Chicago, IL, holding a Series 65 designation and 16 years of industry experience. He founded MJC Financial Fitness, formerly known as Flex Financial Coaching, in 2019 after 14 years with Envestnet Asset Management. MJC Financial Fitness provides financial planning and investment management services to individual clients through a "Holistic Financial Fitness" approach. The firm offers comprehensive planning analyses and ongoing portfolio supervision tailored to client goals, utilizing fundamental analysis alongside third-party managers and digital platforms.

Dennis Karstens is a financial advisor at Karstens Wealth in Oak Brook, IL, with 11 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Interactive Financial Advisors for eight years. Outside of his advisory role, he is the owner-member of Karstens Financial LLC. Karstens Wealth serves individuals, families, trusts, charitable organizations, small businesses, and retirement plans, offering comprehensive financial planning and portfolio management. The firm employs a primarily passive, cost- and tax-efficient investment approach, with flexibility to use active management when appropriate, and integrates digital planning tools alongside discretionary account management.

I'm Sobhi Baghdadi, a CFP® professional and the founder of Haland Wealth Management, an independent, fee-only financial planning firm in Chicago. I built the firm on a simple idea: advice should be paid for directly by the people receiving it, never through commissions or product sales. That way, my only job is helping you make good decisions with your money. I work with clients in two ways. A one-time, project-based plan tackles a specific question or decision for a flat fee you know before we start. An ongoing planning relationship is for people who want a planner in their corner over time, revisiting the plan as life changes; ongoing clients can also have their investments managed as part of that relationship. If I bring in an outside investment manager for your accounts, that manager's fee is separate and disclosed to you first. My fees are flat and quoted before you commit, with no asset minimums. Beyond English, I speak Arabic and French, and I especially enjoy working with individuals and families who want a clear, judgment-free conversation about their finances. As a registered investment adviser, Haland Wealth Management has a fiduciary duty to act in your best interest. If that's the kind of relationship you're looking for, I'd welcome the chance to talk. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Nauman Bhatti is a financial advisor at Old Forge Advisors in Chicago, IL, holding a Series 65 designation with over a decade of industry experience, including twelve years at Bank of America. He currently serves as a director of the Traffic Club of Chicago, an organization focused on transportation business advocacy. Old Forge Advisors provides discretionary investment management and qualified plan consulting to individuals, families, trusts, businesses, charities, and retirement plans. The firm employs a strategic asset-allocation framework supported by various analytical approaches and offers comprehensive plan-level services such as investment policy statements and performance monitoring.