William Utes is the sole advisor at UTES Wealth Strategies in Antioch, IL, holding Series 63 and Series 65 credentials with 56 years of industry experience. He has been managing his own advisory business since 2019 and has worked with Securities America Advisors, Inc. since 2007. In addition to investment advising, he occasionally offers insurance reviews to clients through approved vendors. UTES Wealth Strategies provides discretionary portfolio management and financial planning to individuals, families, retirement plans, trusts, charitable organizations, and other entities. The firm uses a combination of strategic and tactical asset allocation with selected outside money managers and offers educational newsletters and seminars to clients.

Michael Niemczyk is a financial advisor with Capital Advisor Network holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been associated with multiple firms, including Brookstone Capital Management and his own Michael Niemczyk Associates, Inc. Niemczyk is also involved with the Society of Financial Awareness as a volunteer educator, providing financial education through community classes and workshops. Capital Advisor Network is a six-advisor team offering discretionary and non-discretionary investment management, comprehensive financial planning, and retirement plan advisory services to individuals, institutions, and charitable organizations. The firm employs data-driven, algorithmic investment strategies and integrates third-party managers with technology tools to support portfolio monitoring and rebalancing.

Robert Stanley is a CFP® and ChFC® with 17 years of experience in financial advisory services at R. W. Stanley Investment Planning. He has operated the Stanley Agency since 1991, providing fire, casualty, and life insurance services. R.W. Stanley Investment Planning offers fee-only, project-based financial planning and investment advisory services primarily to individuals and families, emphasizing broad strategic asset allocation and the use of low-cost passive index funds. The firm does not take custody of client assets and provides advice on a per-project, hourly basis.

Michael Calzolano is a CFP® professional with 21 years of experience in the financial services industry. He has worked at Encompass Wealth Management LLC since 2010 and also holds positions with Humana, Blue Cross Blue Shield, and The Life Insurance Pro. Encompass Wealth Management LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and their related trusts and estates. The firm employs asset-allocation models based on modern portfolio theory and offers access to mutual funds, ETFs, individual securities, third-party managers, and alternative investments, with a focus on personalized oversight and tailored investment strategies.

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.

Vj Arjan is a financial advisor at ConCap LLC with 10 years of industry experience. He holds the CFP® and ChFC® designations, as well as a Series 66 license. His prior experience includes roles at Cambridge Investment Research Advisors, Inc. and Torchmark Corporation. Outside of his advisory work, Arjan maintains a personal blog unrelated to finance. ConCap LLC serves individual clients, including high-net-worth individuals, by providing asset management alongside financial and estate-planning services. The firm applies fundamental analysis and Modern Portfolio Theory to build tailored portfolios, focusing on active management through ongoing monitoring and client communication.

James Kramer is a Series 65-licensed financial advisor with 16 years of industry experience. He is the sole advisor at Kramer Investment Services, LLC and has been self-employed since 2013. Kramer also owns and operates Kramer Investment and Insurance Services, Inc., where he spends a significant portion of his time as an insurance agent. Kramer Investment Services, LLC provides discretionary investment management, financial planning, and liaison services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses fundamental, technical, and cyclical analysis to construct and monitor portfolios and is notable for its use of derivatives and futures within separately managed accounts, as well as for serving a large client base without a firm account minimum.

Shawn Block is a financial advisor at Briggs Financial Inc. with five years of industry experience and holds a Series 65 designation. He has worked as a performer and emcee for Medieval Times since 2007, where his responsibilities include acting, media, marketing, and special events. Briggs Financial serves individual and high-net-worth clients by providing discretionary investment management, ongoing financial planning, and in-house tax preparation, managing approximately $52 million in assets. The firm’s investment approach is based on fundamental analysis with a long-term orientation and does not charge performance-based fees or accept commissions tied to capital gains.

Patrick Sweeney is a CFP® with 24 years of industry experience and has been principal at Patrick M. Sweeney & Associates, Inc. since 2001. The firm provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Patrick M. Sweeney & Associates manages accounts on both discretionary and non-discretionary bases, using a combination of fundamental, technical, and cyclical analysis, and employs a range of strategies including equity trading, options, short sales, and margin when appropriate.

Timothy Spyrnal is a financial advisor with Spyrnal Financial Group in Neenah, WI, holding a Series 66 designation and 17 years of industry experience. His work history includes roles at Spyrnal Wealth Management, Spyrnal & Associates, and Global Financial Private Capital. Outside of advisory services, he is an independent insurance agent involved with Spyrnal Insurance, LLC. Spyrnal Wealth Management serves individual and high-net-worth clients by providing investment management, comprehensive financial planning, and referrals to third-party money managers. The firm employs a client-specific investment approach combining discretionary management, model portfolios, and outside managers, while also integrating insurance services through affiliated agencies.

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.

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.

Steven Briggs is a financial advisor at Briggs Financial Inc. with nine years of industry experience. He holds a Series 66 designation and has worked at Waddell & Reed and Wizards of the Coast prior to founding his own practice. Briggs Financial serves individual and high-net-worth clients by providing discretionary investment management, ongoing financial planning, and in-house tax preparation. The firm manages approximately $52 million in assets and focuses on fundamental analysis with a long-term investment approach.

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.

Peter Kolb is a CFP® and Series 65-licensed advisor at Inspirion Wealth Advisors, LLC with four years of industry experience. Before joining Inspirion in 2021, he worked at AbbVie Inc from 2017 to 2021. Inspirion Wealth Advisors serves individual and high-net-worth clients with comprehensive wealth management, financial planning, and retirement plan consulting. The firm manages discretionary wrap fee portfolio accounts and offers tax and corporate planning services, combining advisory with broker-dealer and insurance capabilities.

Myron Hazen is a CFP® professional with 24 years of industry experience. He has worked at Inspirion Wealth Advisors, LLC since 2012 and was previously with Purshe Kaplan Sterling Investments for eight years. Hazen serves as a board member of 1PLUS Charity, which supports disabled veterans, and holds a leadership position as assistant warden at St. Lawrence Episcopal Church in Libertyville, IL. Inspirion Wealth Advisors is a team of nine advisors managing approximately $1.24 billion in assets. The firm provides comprehensive wealth management, financial planning, and retirement plan consulting for individual and high-net-worth clients, utilizing a combination of fundamental and technical analysis along with various trading strategies.

Loren Cook is a financial advisor with Geneva Partners, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He joined Geneva Partners in 2016 after working at Sterne Agee Investment Advisor Services, Inc. and Sterne Agee Financial Services, Inc. Outside of advising, he operates a CPA firm specializing in tax preparation and accounting services. Geneva Partners provides discretionary investment supervisory services and individual portfolio management to individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm employs a combination of fundamental and technical analysis with tailored portfolio strategies and continuous account monitoring.

Richard Kolb is a CFP® professional with 28 years of experience in the financial services industry. He has been with Inspirion Wealth Advisors, LLC since 2012. Outside of his advisory role, he serves as treasurer on the board of the Michael Matters Organization, a nonprofit based in Chicago. Inspirion Wealth Advisors serves individual and high-net-worth clients with comprehensive wealth management, financial planning, and retirement plan consulting. The firm manages discretionary wrap fee portfolios and offers a blend of fundamental and technical analysis, incorporating both long- and short-term trading strategies.

Katherine Hagedorn is a CFP® professional with over nine years of industry experience. She has worked at Chicory Wealth since 2021 and previously spent eight years at Ameriprise Financial Services, Inc. Chicory Wealth is a multi-team registered investment adviser serving individuals, trusts, estates, and charitable organizations. The firm combines fundamental analysis, modern portfolio theory, quantitative models, and ESG metrics to create client-specific asset allocations, offering financial life planning and discretionary portfolio management primarily through a long-term trading approach.