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.

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.

Trevor Johnson is a financial advisor at Dream Weaver Financial Planning LLC in Richmond, IL. He holds a Series 65 designation and has one year of industry experience. Prior to founding his firm in 2024, he worked at Discover Financial Services from 2013 to 2018 and was involved with the organization I Am! I Can! for five years. Dream Weaver Financial Planning LLC serves individual and high-net-worth clients, offering discretionary asset management, comprehensive financial planning, and consulting. The firm uses fundamental analysis combined with Modern Portfolio Theory to create customized portfolios and manages accounts on a discretionary basis with quarterly reviews.

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.

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.

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.

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.

Thomas Hines is a CFA charterholder with 17 years of industry experience. He is currently with Thompson Capital Management, LLC, where he has worked since 2021. Prior to this, he was employed at Lowery Asset Consulting, LLC and Good Harbor Financial. Thompson Capital Management provides investment management and financial planning services primarily to individual and high-net-worth clients, as well as sub-advisory services to other investment advisers. The firm utilizes a model-driven investment approach across multiple strategies, incorporating equities, fixed income, options, and exchange-traded products, including derivatives and VIX-linked instruments.

Amy Barrett is a CFP® and CFA® with 18 years of experience in financial advising. She has been with Barrett Wealth Connection LLC since 2012. Outside of her advisory role, she volunteers as a pro-bono investment manager for Congregation Am Echod and serves on the board of the Illinois and Dressage Combined Training Association. Barrett Wealth Connection LLC provides wealth management, financial planning, and retirement-plan advisory services to individual clients, including high-net-worth households, as well as pension plans, foundations, and not-for-profit organizations. The firm emphasizes written Investment Policy Statements and a discretionary, buy-and-hold investment approach, and offers educational seminars at no charge as part of its client and participant outreach.

Kevin Mccloskey is a CFA® charterholder and an investment advisor at SCV Capital LLC with six years of industry experience. He has worked at SCV Capital since 2021 and previously spent 13 years at PPM America Inc. SCV Capital LLC provides discretionary and non-discretionary investment management primarily to pooled investment vehicles and institutional clients such as banks, pension funds, and nonprofit organizations. The firm focuses on fundamental analysis for public equities and thorough reviews of private securities, emphasizing long-term strategies while allowing for shorter-term adjustments based on client needs.

Brett Leahy is a financial advisor at Echelons Capital, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Phase Line Capital, LLC, Zogo Technologies Co., Turbo Technology, Inc., and Goldman Sachs & Co. LLC. Outside of finance, he is the founder and COO of American Heartland Corporation, an e-commerce apparel retail business. Echelons Capital provides discretionary portfolio management, financial planning, and consulting services to individuals, trusts, charitable organizations, and businesses. The firm employs model portfolios and third-party money managers, including sub-advisory arrangements, to implement systematic long/short equity strategies and manages a concentrated client base with a focus on incorporating alternative and higher-risk instruments.

Kevin Noonan is a CFP® with 24 years of industry experience, currently serving at American Community Wealth Management, LLC, where he has worked since 2003. He previously worked at Triad Advisors, Inc. and Osaic Wealth, Inc. Noonan serves as a voting board member for the Family Health Partnership Clinic, a nonprofit health clinic. American Community Wealth Management provides investment advisory and financial planning services to individuals, business owners, and institutions. The firm offers tailored portfolio management and planning solutions, combining in-house Advisor Managed Portfolios with access to multiple third-party platforms and wrap-fee programs.

John Gillespie is a CFA® charterholder and holds a Series 66 license, with 14 years of industry experience. He is currently a Senior Vice President at American Community Wealth Management, LLC, where he has worked since 2022. His prior experience includes roles at Triad Advisors, Alight Financial Advisors, LLC, and Alight Solutions, LLC. American Community Wealth Management provides investment advisory and financial planning services to individuals, business owners, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, group retirement plan consulting, and educational seminars, utilizing a combination of in-house portfolios and multiple third-party platforms.

Barbara Bridgman is a financial advisor at Succession Financial, Inc. She holds a Series 65 designation and has been in the industry since 2015, with prior experience at Mueller Financial Services, Inc. and WealthStar Advisors, LLC. Succession Financial provides investment management, financial planning, and retirement plan consulting to individuals, employer plan sponsors, charitable organizations, and businesses. The firm uses a combination of passive and active strategies based on modern portfolio theory and client-specific asset allocation, managing approximately $210 million for about 173 clients.

Victoria Dorgan is a CFP® and CFA® with 20 years of industry experience. She has been with Barrett Wealth Connection LLC since 2017 and has prior experience at Assurity Life and Raymond James Financial Services. Outside of her advisory role, she is active in nonprofit and community organizations, including volunteering with the Women’s Literacy Society and the Women’s Board of Ravinia Festival Association, and she works as a professional speaker and author on financial education topics. Barrett Wealth Connection LLC serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans, foundations, and not-for-profit organizations. The firm provides wealth management, financial planning, and retirement-plan advisory services, emphasizing written Investment Policy Statements and a discretionary, buy-and-hold investment approach with periodic tax-loss harvesting.

Jeffrey Moran is a CFA® charterholder and an advisor at SCV Capital LLC with five years of experience at the firm and 22 years in the industry, including 17 years at PPM America. He is based in Tower Lakes, Illinois. SCV Capital LLC provides discretionary and non-discretionary investment management primarily to pooled investment vehicles and institutional clients such as banks, pension funds, and nonprofit organizations. The firm employs fundamental analysis for public equities and detailed reviews for private securities, focusing on long-term strategies while allowing for shorter-term adjustments as needed.

Joshua Da More is a financial advisor with Strive Financial Group, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at Strive Financial Group since 2024 and concurrently at Wellington Wealth Strategies LLC since 2023. Prior to these roles, he held positions at MML Investors Services, Mass Mutual Life Insurance Company, and Assurance Technologies, Inc. He is also a licensed insurance agent involved in fixed insurance sales. Strive Financial Group is a registered investment adviser serving individuals, corporations, and qualified retirement plans with discretionary asset management, ERISA plan services, and financial planning. The firm employs a combination of quantitative and qualitative investment strategies tailored to client goals and maintains a notably high client-to-advisor ratio across its six-advisor team.

Linda Grizely is a CFP® and Series 66-registered financial advisor with four years of industry experience. She is currently with Nectarine and also owns Linda Grizely Ventures, LLC, a public speaking and writing business. Her prior experience includes roles at firms such as CETERA Advisor Networks LLC and Sageview Advisory Group. Additionally, she manages Mindset & Money, LLC, which focuses on mindset coaching. Nectarine serves individual clients, including both non-high-net-worth and high-net-worth households, offering consultative financial planning through a selection of advisory personnel via its website. The firm emphasizes long-term asset allocation using low-cost, index-based ETFs and mutual funds, and structures engagements as hourly, fixed, or recurring flat-fee planning arrangements without managing client investment portfolios or accepting custody of client assets.

Terri Rau is a financial advisor at Midwest Professional Planners, Ltd. with 17 years of industry experience. She holds the ChFC® designation and Series 66 license. Rau has a background that includes roles at APW Capital, Inc. and Crump Life Insurance Services. She is involved in divorce financial planning workshops and provides pro bono financial planning guidance through the Financial Planning Association. Midwest Professional Planners, Ltd. offers financial planning and discretionary portfolio management to individuals, businesses, retirement plan sponsors, trusts, and charities. The firm employs a diverse investment approach that includes model strategies, individual equities, fixed income, low-cost ETFs, and advanced techniques such as options and tax-loss harvesting.