Richard Smith is the founder, CEO, and Chief Investment Officer of SRC Capital Management in Chicago, IL. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Smith has held teaching positions at several universities, including DeVry University, Southern New Hampshire University, Chicago Public School District 299, Argosy University, and University of Phoenix. SRC Capital Management provides investment and wealth management services to individual investors as well as corporate, public, and private entities. The firm focuses on separately managed accounts with a fundamental, bottom-up research approach targeting mid- and large-cap equities, emphasizing low turnover and long-term portfolio construction.

Julia Zakarias is a CFP® with 20 years of industry experience and serves as the sole advisor at Genfi LLC in Chicago, IL. She has worked at Generations Family & Fiduciary Services LLC since 2011. Zakarias is also a Certified Public Accountant and provides tax compliance and limited accounting services through her affiliated tax practice, Genfi Tax. Genfi LLC serves family groups, individuals including high-net-worth and corporate executives, trusts, corporations, retirement plans, and tax-exempt entities, offering integrated investment advisory and comprehensive wealth-planning services. The firm provides tailored investment advice and implements recommendations using a range of securities and managers, with additional family-office and investment consulting services.

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.

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.

Sobhi Baghdadi is a CFP® professional with eight years of industry experience. He is the principal advisor at Haland Wealth Management in Chicago, IL. Prior to founding his current firm, Baghdadi worked at Savant Wealth Management and other financial firms. He also owns Seventwotwentythree LLC - Haland Financial LLC, through which he provides financial coaching and conducts general financial seminars and videos. Haland Wealth Management is a fee-only registered investment adviser serving both plan sponsors and individual clients. The firm offers investment management, financial planning, and retirement-plan consulting, employing a portfolio-construction approach based on Modern Portfolio Theory that incorporates both passive and active strategies.

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.

Lawrence Lewandowski is the principal of LRL Financial Planning Services, Inc. in Countryside, IL, with 11 years of experience at the firm and over 40 years as a CPA with a tax and accounting practice. He holds the CFP® and PFS™ designations. His tax and accounting practice operates separately from his investment advisory services. LRL Financial Planning Services provides financial planning and investment advisory services primarily to middle- and high-net-worth individuals, focusing on comprehensive and topic-specific engagements. The firm employs a non-discretionary, buy-and-hold investment approach using no-load and index funds, emphasizes client education, and offers separate tax services through the principal’s accounting practice.

Keesha Tyler is a CFP® professional with 12 years of industry experience, operating under her own firm, Keesha Tyler LLC, since 2018. She also co-manages Tyler Financial Group LLC, where she provides business accounting, tax preparation, and consulting services. Keesha Tyler LLC offers financial planning services to individuals and high-net-worth clients, focusing on retirement, tax and estate planning, cash-flow and debt management, business planning, and investment analysis. The firm employs a primarily passive investment approach using index mutual funds and ETFs and provides various engagement options without taking custody of client assets.

Kevin Andersen is the principal of K.W. Andersen Investment Group, LLC in Chicago, IL, with 12 years of industry experience. He holds the Series 66 designation and has previously worked at William Blair & Co LLC and Robert W Baird & Co. In addition to his advisory role, Andersen works as a commercial airline pilot for Delta Airlines. K.W. Andersen Investment Group, LLC provides financial planning, investment consultation, portfolio management, and business consultation to individuals, including high net worth clients, and small businesses. The firm employs a diversified investment approach combining fundamental analysis, core-plus-satellite strategies, and elements of modern portfolio theory to create tax-efficient, customized portfolios managed predominantly on a discretionary basis.