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.

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.

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.

Henry Glodny is a Series 65-licensed financial advisor with 16 years of industry experience, operating as the sole advisor at Castling Financial Planning, Ltd. in Hoffman Estates, IL, where he has worked since 2007. He is also the principal and founder of Terra Nimbus Systems, Inc., an IT consulting business focused on developing software tools for his financial planning firm. Castling Financial Planning, Ltd. is an independent advisory firm serving primarily middle-class individual clients with hourly, fee-only financial planning and investment advice. The firm utilizes an evidence-based, data-driven investment process supported by a proprietary Asset Allocation Database to deliver non-discretionary advice and emphasizes written client-specific research and virtual education.

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.

Hemang Patel is the sole advisor at SPIRE Investment Management LLC in Hoffman Estates, IL, holding Series 65 and Series 66 designations with six years of industry experience. Prior to founding SPIRE in 2019, he worked at Motorola Solutions Inc for 22 years and has concurrently been affiliated with Zebra Technologies since 2019. Outside of his advisory work, Patel owns and manages a real estate investment business, Fortis Realty, LLC, where he oversees repair and maintenance scheduling. SPIRE Investment Management serves individual and high-net-worth clients, trusts, estates, small businesses, and retirement plans, managing approximately $8.9 million across about 41 accounts. The firm employs a combination of active and passive strategies using various analytical methods alongside modern portfolio theory to tailor and rebalance portfolios, and offers modular financial planning, discretionary and non-discretionary asset management, as well as sub-advisory and referral services.

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.

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.

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.

Jerry Keaton is the sole advisor at Keaton Capital Management L.L.C. in Barrington, IL, holding Series 63 and Series 65 licenses with 37 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Keaton Capital Management since 2014. Keaton Capital Management provides portfolio management and advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and pension plans. The firm constructs diversified portfolios based on fundamental, technical, and cyclical analysis, emphasizing risk management and time horizon alignment, with regular account monitoring and formal portfolio reviews.

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.

Jose Cuevas is a CFP® professional with 17 years of experience in the financial industry. He has been with Wisdom Investments Inc. since 2016 and also worked at High Five Financial, LLC from 2016 to 2018. He holds Series 63 and Series 65 licenses. Wisdom Investments serves individual and high-net-worth clients, nonprofit organizations, and retirement plans by providing discretionary investment management alongside financial planning and consulting. The firm employs a strategic buy-and-hold investment approach informed by the Efficient Market Hypothesis and Modern Portfolio Theory, incorporating fundamental and technical analysis to tailor diversified portfolios aligned with client objectives and risk tolerance.

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.