Emil Aldaddah is a Co-Founder, Chief Investment Officer, and Managing Partner at Momentum Wealth Management, with nearly two decades of experience delivering institutional-caliber investment management solutions. He specializes in developing tailored strategies for ultra-high-net-worth individuals, family offices, trustees, entrepreneurs, and private foundations. At Charles Schwab and Morgan Stanley Wealth Management, Emil managed portfolios totaling over $1.7 billion in assets under management, including $380 million in advisory services, serving individuals with net worths exceeding $1 billion, family offices, and public figures. His approach integrates asset management, financial planning, estate strategies, and alternative investments, helping clients preserve and grow wealth across generations. Prior to founding Momentum Wealth Management, Emil held roles at Avatar Securities, where he managed over $175 million in long/short equity exposure and developed algorithmic trading strategies applying statistical arbitrage and market-neutral equity approaches, and at Blackmore Partners, where he advised on M&A transactions and capital raises up to $500 million for C-suite leadership and private equity firms. Emil holds a BS in Finance from DePaul University and completed advanced studies at the University of Nicosia. He maintains Series 7, 66, and 56 registrations. Fluent in Arabic, he has served on the Young Visions Board of the Israel Cancer Research Fund and is a member of the Chicago Leadership Alliance.

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.

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.

Thomas Wiscomb is the sole managing member of Northpoint Advisory LLC, an independent firm based in Wilmette, IL. He holds Series 63 and Series 65 designations and has 19 years of industry experience. He has worked with XMS Capital Partners since 2010 in addition to his role at Northpoint Advisory, which he has been with since 2008. Northpoint Advisory serves individuals, high-net-worth families, trusts, estates, charitable organizations, corporations, and institutional clients with investment management and select financial planning services. The firm employs a core/satellite investment approach emphasizing principal protection, diversification, liquidity, and tax efficiency, incorporating alternative strategies when appropriate.

Basil Alsikafi is the sole advisor at White Brook Capital, an independent firm based in Winnetka, IL. He holds a Series 65 designation and has nine years of industry experience, including ten years with White Brook Capital. White Brook Capital provides discretionary portfolio management through separately managed accounts and model portfolios for high-net-worth individuals, trusts, estates, and other entities such as pensions and foundations. The firm employs a primarily bottom-up, value-oriented investment approach combined with top-down industry assessment and applies socially responsible exclusions across all strategies.

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.

Walter Ebner is the principal of Echo Prudent Capital LLC and holds Series 63 and Series 65 licenses with 26 years of industry experience. He previously worked at BMO Capital Markets Corp., BMO Nesbitt Burns Corp., and Bank of Montreal for 24 years. He is the founder and a board member of Cancer Calculus NFP, a nonprofit organization that assists cancer patients with economic decision-making. Echo Prudent Capital LLC provides discretionary and non-discretionary investment advisory services and financial planning to individuals, high-net-worth clients, and nonprofit organizations. The firm utilizes a range of analytical methods to build tailored portfolios and serves a concentrated client base, including charitable organizations.

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.

Swami Nathan is a CFP® and CFA® professional affiliated with Threshold Wealth Advisors LLC in Glenview, IL. He has over 25 years of industry experience, including a long tenure at Threshold Partners LLC prior to founding his current firm. Nathan holds a Series 66 license and launched Threshold Wealth Advisors LLC in 2025. Threshold Wealth Advisors provides wealth management and financial planning services to individuals, high net worth clients, and businesses. The firm employs a multi-method investment approach within a Modern Portfolio Theory framework, combining fundamental, technical, cyclical, and charting analyses, and manages accounts with tailored asset allocations and discretionary oversight.

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.

Joseph Vu is a CFA charterholder and the sole advisor at VU Financial Services, Inc., with 17 years of industry experience. He has been a full-time associate professor of finance at DePaul University since 1988, teaching MBA and undergraduate courses and conducting academic research. Additionally, he teaches CFA review classes at Becker, a division of DeVry Corporation. VU Financial Services is a single-advisor registered investment adviser that manages customized portfolios for a limited number of clients, including individuals and a broad range of institutional and corporate clients. The firm uses academically informed, quantitative methods and routinely incorporates stock options overlays to tailor portfolios to clients' specific needs.

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.

Robert Salzman is a CFP® professional with 12 years of experience in financial advising. He is the sole advisor at RB Salzman Wealth Management, LLC, an independent firm he has led since 2015. The firm provides wealth and investment advisory services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other institutions. RB Salzman Wealth Management emphasizes a goal-focused wealth analysis and strategic planning approach, incorporating diversified portfolios, scenario analyses, and regular reviews to manage approximately $35.6 million in assets across 29 client relationships.

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.

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 with one year of industry experience. He holds a Series 65 designation and previously worked at Bank of America for 12 years. Bhatti 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 proprietary asset allocation methodology that incorporates multiple analytical approaches and offers a range of qualified plan services, including fiduciary roles under ERISA.