Simon Granner is a financial advisor with PCFO Capital holding Series 65 and Series 66 credentials. He is based in St Charles, Illinois. PCFO Capital, LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm combines fundamental analysis and modern portfolio theory with a long-term trading orientation, tailoring portfolios to clients’ goals, tax considerations, and risk tolerances.

James Richter is a CFP® professional with 25 years of industry experience, currently serving as the sole advisor at Monotelo Wealth Partners in Elgin, IL. He previously worked at Hd Vest Advisory Services and Hd Vest Investment Services before founding Monotelo Wealth Partners in 2017. In addition to his advisory role, he owns and operates Monotelo Advisors, an accounting and tax preparation practice. Monotelo Wealth Partners is an independent firm that provides discretionary portfolio management and investment advisory services to a select client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm manages balanced, diversified portfolios with a focus on exchange-traded funds and employs multiple methods of analysis to implement tax-efficient investment strategies.

Patrick Mcrae is the principal of Kintail Holdings d/b/a Kintail Advisors and holds a Series 65 designation. He has over eight years of experience in the financial industry, including roles at Kapco Futures, Inc. and CGB Diversified Services, Inc. Mcrae maintains an ongoing role with a registered introducing broker/futures firm alongside his advisory work. Kintail Advisors is a recently formed firm that provides discretionary portfolio management through model portfolios designed for high-net-worth individuals, qualified companies, and institutions. The firm uses a combination of technical and fundamental analysis within a long-term investment framework, offering strategies that include ETFs and spot cryptocurrency ETFs with varying risk profiles.

Timothy McDonald is the sole advisor at Timothy J McDonald CPA CFP, an independent firm based in Lake Barrington, IL. He holds CFP® and Series 63 designations and has 27 years of industry experience. He is also a partner in the CPA firm McDonald Doherty & Co., where he has been active since 1988. The firm provides personalized financial planning and investment management to individuals and families, integrating tax planning with investment strategies. It employs a combination of fundamental and technical analysis and asset allocation tailored to clients’ risk tolerance and goals, managing approximately $65 million across about 60 client relationships.

Christopher Delarme is a financial advisor at First Wealth Advisory, Inc. in St. Charles, IL, with 11 years of industry experience. He holds a Series 65 designation and has previously worked at Red Oak Capital Management, Hayden Royal, and Great Lakes Wealth Management and Advisory Partners. He is also a licensed insurance agent. First Wealth Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, pension plans, and charitable organizations. The firm offers discretionary portfolio management and written financial planning, combining quantitative and qualitative analysis to build portfolios with ETFs, mutual funds, individual securities, and option strategies.

Anton Prokopenko is a CFP® and holds a Series 65 license, currently serving as an advisor at HighPoint Planning Partners with one year of industry experience. He is also the president of Sansone & Associates, P.C., an accounting and tax services firm for businesses and individuals. His prior work includes positions at Northern Illinois University, UnitedHealth Group, Concordia University Chicago, and the College of DuPage. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $4.0 billion in client assets and employs a fundamental analysis approach to construct individualized investment policies across a range of securities and custodial platforms.

William Parsch is a financial advisor with Wellspring Capital Group, Ltd. in North Barrington, IL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Wellspring Capital Group since 2010, operating as a single-advisor independent practice. Wellspring Capital Group, Ltd. provides fee-based portfolio management to individuals, trusts, retirement plans, and business entities, managing approximately $6.9 million on a discretionary basis for a small client base. The firm’s investment approach emphasizes detailed fundamental analysis combined with technical and cyclical assessments, offering strategies that include long-term holdings, active trading, and alternative investments for qualified clients.

Michael Alexenko is a CFA® charterholder with 23 years of industry experience, serving as the sole advisor at Royal Asset Managers in St. Charles, IL since 2003. He holds the Series 63 designation and has authored numerous articles and periodic commentary. Alexenko also runs targeted programs for smaller and military clients and coordinates plan recordkeeping through selected custody arrangements. Royal Asset Managers provides discretionary asset management, financial planning, investment consulting, and business advisory services to moderate- to high-net-worth individuals, small businesses, and employer-sponsored retirement plans. The firm emphasizes diversification and client-specific investment policy statements, using index funds and ETFs to manage portfolios with equity allocations ranging from 0% to about 85%, and is notable for its pension consulting and retirement-plan management services.

Phillip Baumann is a Series 65-licensed financial advisor at Independent Investment Advisor, LLC with five years of experience in investment advisory services and additional experience in accounting through his work at BL Management One, LLC. Prior to his advisory and accounting roles, he spent ten years at Windy City Harley Davidson. Outside of his advisory work, he provides accounting services. Independent Investment Advisor, LLC is a state-registered firm serving individuals, high-net-worth clients, and business entities with customized portfolio management. The firm employs multiple analytical methods and offers discretionary management, including strategies involving options and short sales, with client risk tolerance documented in Investment Policy Statements.

Jack Lubecker is the sole advisor at Integrity Investment Management with 36 years of experience in the financial industry. He holds Series 63 and Series 65 designations and previously worked at LPL Financial from 2008 to 2017 before joining Integrity Investment Management in 2017. Integrity Investment Management is a state-registered investment adviser serving individuals, high-net-worth clients, and charitable organizations. The firm offers investment management, referrals to third-party managers, and financial planning, employing both passive and active strategies tailored to clients’ specific objectives and risk tolerances.

David Toellen is the principal of Toellen Capital Management, LLC, an independent advisory firm based in Elburn, Illinois. He holds Series 63 and Series 65 licenses and has over ten years of industry experience, including a decade at First Trust Portfolios L.P. prior to founding his current firm. Toellen Capital Management provides discretionary managed-account services and investment advice to individuals and high-net-worth clients, with a focus on customized investment strategies that consider client objectives, risk tolerance, and time horizon. The firm employs various techniques such as asset allocation, dollar-cost averaging, and technical analysis, and it uses third-party service providers incorporating artificial intelligence and machine learning.

Richard Vandersande is an independent financial advisor with Smart Stewardship Advisors, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has been associated with Efficient Capital Management, LLC since 2009 and has operated Smart Stewardship Advisors since 2005. Vandersande is also vice president of The Stewardship Alliance, LLC, which provides stewardship planning based on biblical principles. Smart Stewardship Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers a structured coaching program for wealth and charitable estate planning, pension fiduciary reviews, and educational seminars, focusing on an analytical coaching process rather than direct portfolio management.

David Valenti is a CFP® professional with five years of experience at Virtue Asset Management LLC and 30 years at Bank of America Private Bank. He is also a licensed, non-practicing attorney in the state of Illinois. Virtue Asset Management advises individual and high-net-worth clients through discretionary asset management and integrated financial planning, utilizing a client-tailored investment process that incorporates quantitative optimization, risk/return analysis, and derivative strategies consistent with client objectives and risk tolerance.

Michael Cantlon is a financial advisor with Cantlon Financial Planning LLC in St. Charles, IL, holding a Series 63 designation and 13 years of industry experience. He has been with Cantlon Financial Planning since 2012 and has worked as a self-employed financial planner since 1983. Cantlon is licensed to sell life, accident, fire, and casualty insurance. Cantlon Financial Planning LLC provides personalized financial planning and discretionary asset management to individuals, trusts, estates, and charitable organizations. The firm uses client-specific investment programs with fundamental analysis and offers strategies including option writing and derivatives, managing approximately $125 million as of the end of 2025.

Gery Sadzewicz is a financial advisor with Najarian Family Office, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been involved with numerous investment and wealth management firms over his career and is the sole owner of Gery Sadzewicz Consulting LLC, which provides outsourced Chief Compliance Officer and related consulting services to investment advisers and broker-dealers. Najarian Family Office offers fee-based investment management and family-office services to a selective clientele, utilizing a quantitative, technical, and model-driven investment process that includes complex strategies such as options and leverage, supported by affiliated and independent sub-advisers.

Richard Furmanski is a CFA® charterholder with 24 years of industry experience. He has been the sole advisor at Clearview Wealth Solutions, LLC since 2014 in Barrington, IL. Clearview Wealth Solutions provides discretionary investment management and related financial services to individuals, trusts, corporations, partnerships, and other entities. The firm manages approximately $41.7 million in discretionary assets across about 30 client relationships, using five core investment strategies implemented through customized portfolios that incorporate top-down economic analysis, bottom-up security selection, and quantitative optimization.

Michael Green is a CFP® with 25 years of experience at Capital Management Group, Inc. and over 45 years with Green Plagge & Associates, a separate accounting and financial planning business he co-founded. He provides accounting, tax, and financial planning services outside of his advisory role. Capital Management Group, Inc. offers discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, businesses, and employee benefit plans. The firm employs a buy-and-hold investment approach with an emphasis on conservative fixed-income management and conducts ongoing portfolio reviews and semiannual rebalancing.

Gregory Anderson is a CFA® charterholder affiliated with SCV Capital LLC, where he has worked since 2021. He previously held positions at PPM America and UBS Global Asset Management, accumulating over a decade of industry experience. SCV Capital LLC provides discretionary and non-discretionary investment management primarily to pooled investment vehicles and institutional clients, including banks, pension and municipal entities, and nonprofit organizations. The firm emphasizes fundamental analysis for public equities and thorough evaluation of private securities, focusing on long-term strategies with flexibility for shorter-term tactics when appropriate.

Cole Barkocy is a financial advisor with Assured Advisory Group, LLC, holding a Series 65 designation and beginning his advisory career in 2025. Prior to joining the firm, he worked in the airline industry as a First Officer for Spirit Airlines and Republic Airways. He is currently furloughed from Spirit Airlines and not earning income from that position. Assured Advisory Group serves individual and high-net-worth households, providing portfolio management, comprehensive financial planning, and estate-planning support. The firm uses a combination of fundamental, technical, and cyclical analysis with discretionary trading authority, and offers educational seminars and third-party estate-document access as part of its client services.

Thomas Quinn is a Certified Financial Planner® with 22 years of industry experience. He is a financial advisor at American Community Wealth Management, LLC, where he has worked since 2003, and previously was with Triad Advisors, Inc. and Osaic Wealth, Inc. Quinn serves as a successor trustee for a family trust, managing its investments and cash flow. American Community Wealth Management provides investment advisory and financial planning services to individuals, business owners, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting, utilizing both in-house and third-party platforms tailored to client objectives and risk tolerance.