Terri Rau

David Meehan is a CFA® charterholder with seven years of industry experience. He has been the sole advisor at Maple Street Capital Advisors, LLC since 2018 and previously worked as a self-employed investor for three years. Maple Street Capital Advisors provides investment management and financial planning services to individuals and families, including high-net-worth clients. The firm employs a fundamental, long-term investment approach focused on diversified, low-cost core equity and fixed-income funds, complemented by selected individual equities, with an emphasis on asset allocation, rebalancing, and strategic cash management including a near-constant allocation to gold via ETFs.

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.

Curtis Bergquist is a CFP® with 49 years of industry experience and is the sole advisor at Ameribanc Corporation in Hoffman Estates, IL. He has been associated with Ausdal Financial Partners, Inc. since 2009. Outside of his advisory role, he is the owner of Ameribanc, where he engages in asset management. Ameribanc provides investment advisory and financial planning services to individuals and families, primarily through its Capital Management Service (CMS), which incorporates market-timing signals and a combination of fundamental and technical analysis to manage risk and adjust portfolio exposure.

Brenda Knox is a CFP® with 26 years of industry experience. She has been with Financial Elements, Inc. since 2008. Financial Elements, Inc. provides comprehensive financial planning and discretionary investment management for individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes strategic asset allocation based on Modern Portfolio Theory, using globally diversified portfolios primarily composed of mutual funds and ETFs, and operates as a small, fee-only advisory practice with multiple professional fiduciary credentials.

John Piershale is a CFP® professional with 32 years of industry experience. He is the sole advisor at Piershale Wealth Management, LLC in Crystal Lake, Illinois, and has held prior roles at Origin Financial, Ausdal Financial Partners, Inc., Piershale Financial Group, Inc., and Triad Advisors, Inc. Piershale Wealth Management provides discretionary investment management and a variety of financial planning services to individual clients. The firm emphasizes strategic asset allocation based on Modern Portfolio Theory and fundamental analysis, offering specialized tax and estate planning within a modest, single-advisor model.

David Grant is a CFP® professional with 15 years of experience in financial advising. He has been with Retirement Matters, Inc. since 2013 and previously worked at Clarus Financial Planning, Inc. for one year. Retirement Matters, Inc. is a state-registered independent advisory firm managing approximately $25 million for about 21 clients. The firm serves individuals, pension and profit-sharing plans, and charitable organizations, offering discretionary portfolio management and comprehensive financial planning with a focus on fundamental analysis and customized investment policies.