Michael Distasio is a financial advisor at Valor Advisers in Chicago, IL, holding a Series 65 credential with four years of industry experience. His prior work includes roles at Mad Wealth, LLC and AHP Capital Management, LLC. Outside of advising, he manages personal real estate investments. Valor Advisers provides investment advice and financial planning to individual investors and employer plan sponsors, offering portfolio management, standalone planning, and retirement plan consulting. The firm employs a blend of fundamental, technical, and cyclical analysis and utilizes a range of strategies including stock and option trading.

Todd Gambit is a CFP®-certified financial advisor with nine years of industry experience. He is the founder of Gambit Asset Management in Northbrook, IL, where he has worked since 2018. Prior to establishing his firm, he held roles at Quantum Private Wealth, CrossCountry Mortgage, Guaranteed Rate, and Chicago Partners Wealth Advisors. In addition to his advisory work, Gambit is a licensed loan officer at CrossCountry Mortgage. Gambit Asset Management serves individual and high-net-worth clients with portfolio management and financial planning, including family office and pension/profit-sharing plan services. The firm employs customized strategies using a range of model portfolios and incorporates fundamental, technical, and modern portfolio theory analysis, offering both discretionary and non-discretionary advisory arrangements.

William Keffer is a CFP® and ChFC® with 20 years of experience in financial planning, operating Keffer Financial Planning since 2007. His background includes extensive work in life, annuity, and insurance businesses. Keffer Financial Planning serves individuals, trusts, estates, charitable organizations, small businesses, and professionals, offering financial planning and investment consultation. The firm emphasizes a long-term, buy-and-hold investment approach using asset-allocation models and provides services on an hourly or project basis without custodial management of client assets.

Michael Marietti is the sole advisor at Riverbend Planning Group LLC in Chicago, holding a Series 65 designation and bringing 27 years of industry experience. He has led Riverbend Planning Group since 2013 and also serves as president of a consulting business, MTS Capital Inc. Riverbend Planning Group is an independent registered investment adviser serving individuals, including high-net-worth clients, as well as institutional and tax-advantaged entities. The firm offers discretionary and non-discretionary portfolio management along with comprehensive financial planning services tailored to client goals, employing a combination of asset-based management and fixed-fee planning engagements.

Jonathon Bell is a financial advisor at Royalty Wealth Management, Inc. in Chicago, IL, holding Series 63 and Series 65 designations with 19 years of industry experience. He serves individual and high-net-worth clients, as well as trusts, estates, and business entities. Royalty Wealth Management provides discretionary asset management, 401(k) managed accounts, third-party manager selection, and investment consulting. The firm customizes portfolios using quantitative optimization, technical analysis, and a variety of investment instruments, and is notable for its use of performance-based and contingency fee arrangements tied to net account gains.

Mark Miller is a CFA® charterholder with eight years of industry experience. He is the sole advisor at BlueView Investment LLC, where he has worked since 2017. Prior to founding BlueView, he held positions at Crystal Rock Capital Management and William Blair & Company L.L.C., where he worked for 17 years. BlueView Investment LLC provides advisory services to individuals, high-net-worth clients, pooled investment vehicles, charitable organizations, and business entities. The firm focuses on equities using fundamental analysis and employs long-term and short-term trading strategies, including short sales, with an emphasis on discretionary portfolio management aligned with clients’ investment policies.

Mauricio Ramirez Calvo is a financial advisor at Stratfinx Wealth in Chicago, holding a Series 65 designation with one year of industry experience. His prior roles include work at Kard Financial and Allstate Investments, and he has been involved with Plume Design since 2021. Stratfinx Wealth is an independent firm providing investment management and financial planning to individuals, high-net-worth clients, and corporate entities, including international clients. The firm employs an investment approach based on Modern Portfolio Theory, combining passive and active strategies and offering discretionary portfolio management alongside tailored financial planning.

Stuart Mcdermott is a CFA® charterholder and the sole advisor at Defender Asset Management LLC in Evanston, IL, with six years of industry experience. He previously worked as a self-employed advisor and spent sixteen years at Holland Capital Management. Defender Asset Management provides investment advisory and financial planning services to individuals, trusts, closely held businesses, and pension or profit-sharing plans. The firm coordinates with third-party investment managers who execute client strategies, focusing on diversified manager allocations and ongoing performance monitoring rather than discretionary trading.

Ginger Gorden is a CFP® professional with 11 years of experience, currently serving as president and accountant at GD Group, Inc. in Chicago, IL. She provides outsourced chief financial officer and accounting services alongside her advisory role. GGCFO Advisors operates as a solo independent advisory practice offering financial planning, investment supervisory services, and access to third-party investment managers for individuals and high-net-worth clients. The firm employs a market-based, diversified investment approach that integrates both active and passive strategies and combines accounting and CFO services with investment advisory relationships.

David Raub is a financial advisor at Outlook Capital Management, LLC in Arlington Heights, IL, holding a Series 65 designation with 21 years of industry experience. He has been with Outlook Capital Management since 2004. Outlook Capital Management is a small, discretionary advisory firm managing portfolios primarily for individual and high-net-worth clients. The firm employs a fundamental analysis-based, concentrated long-term equity strategy focused on financially strong, large-cap U.S. companies, with portfolios managed on a discretionary basis and tailored to client objectives and risk tolerance.

Robert Rowe Jr. is the founder of Rowe Consulting Group, LLC in Elmhurst, Illinois, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Enhanced Investment Partners, LLC and Rowe Decision Analytics LLC since the mid-1980s. Rowe is also the founder and sole owner of Rowpyn Investment Partners LLC, which owns the intellectual property for the proprietary Enhanced Dynamic® domestic equity rotation methodology. Rowe Consulting Group provides investment consulting and advisory services to mid-market retirement plans, endowments, foundations, and individual clients. The firm uses a fee-only, fiduciary approach with a focus on investment policy development, manager selection, and quantitative rotation strategies licensed through affiliated entities.

David Maley is a CFP®-certified financial advisor at 1102 Partners, LLC in Chicago, with five years of industry experience. He previously worked at Ariel Investments, LLC for twelve years. Outside of his advisory role, Maley serves as a board member of the Joseph Maley Foundation and ClearSign Technologies Corporation, and he participates on the Investment and Finance Committee for Thresholds. 1102 Partners provides wealth management and portfolio management services to individuals, high-net-worth clients, trusts, and estates, offering family-office–style coordination in estate and tax planning, philanthropy, and multi-generational financial education. The firm’s investment approach emphasizes fundamental analysis and long-term strategies, using diversified mutual funds, ETFs, equities, fixed income, options, and alternative investments.

William Griffioen is a CFP® and holds a Series 66 license with 17 years of industry experience. He is the sole advisor at Elite Focus Private Wealth, LLC, where he has worked since 2014. Griffioen is also a licensed insurance professional, maintaining a side activity as an independent insurance broker. Elite Focus Private Wealth provides discretionary investment management and financial planning to individuals, high-net-worth clients, businesses, institutions, and charitable organizations. The firm emphasizes fundamental analysis and a primarily long-term investment approach, offering customized portfolios that may include equities, bonds, ETFs, mutual funds, and third-party managed accounts.

John Cox is the sole advisor at Cox Financial Group, Ltd. in Schaumburg, IL, holding a Series 63 designation with 37 years of industry experience. His career includes long-term involvement with Equity Property Management, LLC, Cox, Oakes & Associates, Ltd., and Financial Equity Associates, Inc. Outside of advisory work, he is involved in affiliated legal and real estate-related entities that sponsor and manage real estate limited partnerships, acting as a general partner in some offerings and providing related property-management and brokerage services. Cox Financial Group provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, and limited partnerships. The firm focuses on discretionary portfolio management across various asset classes, estate and retirement planning, and tax-related services, tailoring recommendations based on a comprehensive review of each client’s financial situation.

Peleg Halpern is a financial advisor at North Star Wealth Management with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Revere Financial LLC and CoMiMa LLC. North Star Wealth Management provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as corporate and business entities. The firm utilizes a combination of fundamental and quantitative analysis, primarily recommending ETFs and fixed income instruments, and employs derivatives and options strategies within separately managed accounts.

Christopher Long is a CERTIFIED FINANCIAL PLANNER™ professional with 23 years of industry experience. He has been with Long & Associates LLC since 2002 and currently operates as the sole advisor at Long Financial Planning in Chicago, IL. Long Financial Planning provides personalized, fee-only financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation and passive investment strategies within globally diversified portfolios and offers specialized retirement plan advisory services alongside individual financial planning.

Corissa Landphair is a CFP®-certified financial advisor with 11 years of industry experience. She founded and has led Landphair Wealth Management LLC since 2016, serving clients from Winnetka, IL. Landphair Wealth Management LLC is an independent, single-advisor registered investment adviser that provides discretionary portfolio management and financial planning primarily to individuals and high-net-worth clients. The firm emphasizes asset allocation based on modern portfolio theory, combining long-term passive equity strategies with active fixed-income management, and serves both individual and pension or profit-sharing plan clients.

John Maguire is the sole advisor at Maguire Asset Management, LLC, an independent firm based in Oak Brook, IL. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Maguire has been with Maguire Asset Management since 2004, overseeing both portfolio management and pension consulting services. Maguire Asset Management provides portfolio management for individual clients and pension consulting for plan sponsors, including 401(k), profit-sharing, trusts, estates, and charitable organizations. The firm combines fundamental, technical, quantitative, and qualitative analysis with asset allocation, trading strategies, and specialized pension consulting services such as Investment Policy Statement preparation and participant educational workshops.

Michael Trekas is a financial advisor with The Meridian Business Group, Ltd, where he has worked for 24 years. He holds Series 63 and Series 65 licenses and operates as an independent insurance agent in addition to his advisory role. The Meridian Business Group provides services to individuals, trusts, pension and profit-sharing plans, and business entities, offering discretionary portfolio management and non-discretionary financial planning. The firm emphasizes customized advice based on each client’s financial situation and employs a disciplined investment approach focusing on strategic asset allocation and periodic rebalancing.

Aron Routman is a financial advisor at Foresight Strategic Partners, LLC in Evanston, IL, holding a Series 65 designation with seven years of industry experience. He has been with Foresight Strategic Partners since 2017 and has also operated Routman Asset Management since 2001. Foresight Strategic Partners primarily serves individual and high-net-worth clients with discretionary portfolio management, managing approximately $10.5 million across 32 client relationships. The firm employs proprietary research focused on large-cap equities and utilizes option strategies, including longer-dated options and multi-leg spreads, alongside cash equity positions. Its performance-based fee arrangements and concentrated client base distinguish its investment approach.