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.

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.

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.

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.

Nicholas Daleiden is the sole advisor at Daleiden Wealth Advisors in McHenry, IL, holding Series 63 and Series 65 licenses with 38 years of industry experience. He previously worked at Nations Financial Group, Inc. for 11 years before establishing his own practice. In addition to advisory services, he is involved in fixed insurance sales as an insurance agent. Daleiden Wealth Advisors provides discretionary and non-discretionary asset management and financial planning to individual clients, including high-net-worth individuals. The firm employs a range of investment strategies tailored to client goals and risk tolerances, and routinely uses third-party sub-advisors while maintaining client relationship oversight.

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.

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.

Kathleen Dixon is a financial advisor at American Community Wealth Management, LLC with 26 years of industry experience. She holds a Series 66 designation and has worked at firms including OSAIC Wealth, Triad Advisors, LPL Financial, and Home State Bank. Dixon also serves as Operations Manager and Registered Representative at American Community Wealth Management, providing administrative support and managing her own book of business. American Community Wealth Management offers investment advisory and financial planning services to individuals, business owners, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm combines in-house Advisor Managed Portfolios with access to multiple third-party platforms and provides both discretionary and non-discretionary portfolio management alongside comprehensive financial planning and group retirement plan consulting.

Alayna Leuzé is a financial advisor with Significant Wealth Partners LLC, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Bank of America, Merrill Lynch, and Stephen Smith Financial, Inc. She is also licensed as an insurance agent and engages in insurance sales outside of her advisory work. Significant Wealth Partners serves individual and high-net-worth clients through portfolio management, financial planning, and educational seminars. The firm employs a range of investment strategies, including fundamental and quantitative analysis, and manages accounts primarily on a discretionary basis with documented client risk tolerances and Investment Policy Statements.

Elisa Hanson is a Series 65-licensed financial advisor with six years of industry experience. She has been with Black Barn Financial, LLC since 2016, working as part of a four-advisor team based in Marengo, Illinois. Black Barn Financial is a registered investment adviser serving individuals, trusts, estates, and charitable organizations. The firm manages approximately $165 million in client assets, offering discretionary portfolio management and flexible financial planning services that incorporate both fundamental and technical analysis tailored to client-specific investment policies.

Michael Graft is a financial advisor with Simplified Wealth Management, LLC, holding a Series 65 designation and bringing eight years of industry experience. His prior roles include positions at Significant Wealth Partners Inc. and Kingsview Asset Management. Outside of advising, he manages construction projects through MJG Construction, LLC and serves as a managing broker at The Heritage Realty Group, Inc. Simplified Wealth Management, LLC provides discretionary and non-discretionary asset management and financial planning services to individual and high-net-worth clients. The firm employs multiple analysis methods and a variety of investment strategies, including options and derivatives, and serves a small client base without requiring a minimum account size.

David Schlossberg is a financial advisor with Assured Advisory Group, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, National Asset Management, National Securities Corporation, and a long tenure at Assured Concepts Group, Ltd. Outside of advisory work, he serves as president of a tax preparation and planning firm and an insurance sales business. Assured Advisory Group serves individual and high-net-worth households with discretionary portfolio management, comprehensive financial and estate planning, and educational seminars. The firm employs a blend of fundamental, technical, and cyclical analysis, using various investment vehicles and option strategies, and offers expanded client services including third-party estate-document access.

Lawrence Strzelecki is a CFP® and holds a Series 66 license with 22 years of industry experience. He is currently with Assured Advisory Group, LLC, where he has worked since 2021, following prior roles at Purshe Kaplan Sterling Investments and National Asset Management. He is also involved as an agent in the sale of fixed and traditional insurance products. Assured Advisory Group serves individual and high-net-worth households with discretionary portfolio management, comprehensive financial and estate planning, and educational seminars. The firm uses a blend of fundamental, technical, and cyclical analysis, including computer-driven analytics, to construct portfolios that may include equities, ETFs, mutual funds, and option strategies.

Joshua Lang is a financial advisor at Significant Wealth Partners LLC with five years of industry experience. He holds a Series 65 designation and has worked at several firms, including Mutual Trust Life and Highland Capital Brokerage. Significant Wealth Partners serves individual and high-net-worth clients with portfolio management, financial planning, and educational seminars. The firm employs a variety of investment strategies and provides written Investment Policy Statements to guide client relationships.

Edward Downey is a financial advisor at DFG Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Advisors Excel and Downey Financial Group, Inc. since 2011 and 2003, respectively. In addition to his advisory work, he is involved in fixed insurance sales and tax preparation through Downey Financial Group, Inc. DFG Wealth Management provides investment management and financial planning primarily to individual and high-net-worth clients. The firm uses a combination of fundamental and technical analysis with active portfolio management strategies, offering discretionary in-house portfolios and referrals to third-party managers.