Mark Bova is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Lenity Financial, Inc. since 2015. He holds a Series 66 license and is a partner in Simply Better Choices, LLC, a health and wellbeing blog unrelated to his advisory work. Lenity Financial, Inc. is a fee-only, state-registered investment adviser that serves high-net-worth individuals, business owners, professionals, families, trusts, estates, and select institutional clients. The firm provides discretionary portfolio management, comprehensive flat-fee financial planning, and retirement plan consulting, with investment strategies tailored to each client’s objectives and risk profile.

Brock Von Holt is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. He has worked at Von Holt Financial Advisors, Inc. since 2018. Von Holt Financial Advisors is an independent, fee-only registered investment adviser that provides discretionary portfolio management and ongoing financial planning to individual and trust clients. The firm manages approximately $107 million, employs a Modern Portfolio Theory investment framework, and primarily uses no-load mutual funds and ETFs.

John Bever is a financial advisor with Phase III Advisory Services, LTD, holding a CFP® designation and a Series 63 license, with 42 years of industry experience. He has been with Phase III Advisory Services since 1984 and also associated with Osaic Wealth, Inc. since 1989. Bever provides life insurance illustrations and solutions and serves as a notary public offering services to clients. Phase III Advisory Services, Ltd. offers discretionary and non-discretionary investment management, portfolio monitoring, and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $162 million in assets for around 366 clients using tailored portfolios that combine fundamental and technical analysis, with options including advisor-managed portfolios and a Unified Managed Account.

Brian Vogler is a CFA® charterholder with three years of industry experience. He is currently with Highview Capital Management, LLC, where he has worked since 2022. His prior experience includes roles at Holman, Fitch Ratings, and Wheels, Inc. Highview Capital Management provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a variety of analytical methods to implement asset-allocation strategies tailored to client goals and risk tolerance, managing approximately $363.6 million in regulatory assets.

David Janello is a CFA® charterholder with two years of experience as a financial advisor at Black Elm Advisers, LLC. He has worked at CME Group since 2015 and has been president of Argon Technology Group, Inc., an investment technology firm, since 1986. Black Elm Advisers provides discretionary investment management to individual and high-net-worth clients, employing a mix of fundamental and quantitative analysis across a range of strategies including long and short positions, margin trading, and options, with ongoing portfolio monitoring and rebalancing.

Mark Schwartz is a financial advisor with Estate & Trust Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Re-Direct Securities Corp. since 2001 and with Estate & Trust Advisors since 1997. In addition to advisory services, he is involved in fixed insurance products. Estate & Trust Advisors serves individual and high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and other business entities. The firm offers custom portfolio management using a strategic core-and-satellite approach and provides wealth management, financial planning, and participant consulting services.

Phillip Guerrero is a CFP® professional with 28 years of industry experience. He is a financial advisor at PMG Wealth Management, where he has worked since 2017, and also maintains a longstanding affiliation with LPL Financial since 2007. Guerrero holds Series 63 and Series 66 licenses and serves as a trustee for the PMG Wealth Management 401(k) Plan. He is also a licensed Illinois notary public. PMG Wealth Management serves individuals, trusts, estates, and business owners with discretionary investment management, financial planning, and retirement-plan consulting. The firm manages customized portfolios using a combination of fundamental, technical, and charting analysis, and offers named strategies such as the “Advance & Protect” approach, blending in-house management with third-party referrals and fiduciary consulting.

Mark Jablonski is a financial advisor at Servant Financial, Ltd. with a Series 65 designation and one year of industry experience. Prior to his advisory role, he worked in corporate positions at CVS Health Corp., Middough Inc., and Baxter International Inc. He is also involved with Alathea Consulting LLC. Servant Financial provides personalized investment management for a range of clients including individuals, trusts, family offices, and corporate entities. The firm’s investment approach focuses on risk management through diversification, tax efficiency, and tactical adjustments, and it is notable for advising private Opportunity Zone farmland funds and offering alternative-investment consulting.

Christopher Barberini is a financial advisor at Lakeshore Capital Group, Inc. with 14 years of industry experience. He holds a Series 66 designation and has previously worked at J.W. Cole Advisors, INC., Global Financial Private Capital LLC, and Horner Tax Advisory Group. Outside of advisory work, he provides tax preparation and consultation services as an independent contractor. Lakeshore Capital Group, Inc. offers financial planning and discretionary portfolio management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm combines fundamental and technical analysis to create tailored asset allocations across various investment types and incorporates both in-house and third-party model portfolios.

Mark Burka is a CFA® charterholder and holds a Series 65 license with 21 years of industry experience. He has been with Mendel Money Management Inc. since 2022, having previously worked at Ziegler Capital Management, LLC for 17 years. Outside of his advisory work, he serves on the board of directors for Indian Peaks Brewing Company and participates on endowment committees for nonprofit music organizations. Mendel Money Management provides discretionary and non-discretionary investment supervisory services, financial planning, and consulting to individuals, retirement plans, trusts, charitable organizations, and corporate entities. The firm manages approximately $317 million in client assets and uses a blend of fundamental, technical, and cyclical analysis supported by third-party research, with a distinctive use of options and other derivatives primarily for income generation or protection.

Daniel Schlesser is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. His career includes long-term roles at Tilden Loucks Woodnorth LLC, LaSalle St. Financial, Inc., McDermott LaSalle St Inc, and related LaSalle St. entities. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a variety of investment strategies across multiple asset classes and offers both discretionary and non-discretionary management, with a notable emphasis on non-discretionary assets.

Mark Vincent is a Chartered Financial Analyst (CFA®) with 25 years of industry experience. He has been with Stonebrook Capital Management, Inc. since 2001. Stonebrook Capital Management provides personalized, fee-only financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses, managing approximately $70.3 million for about 108 clients. The firm combines fundamental and technical analysis to create custom asset-allocation strategies with an emphasis on diversification and defensive tactics.

William Herr is a CFP® with 28 years of industry experience. He is affiliated with Trader Wealth Management, LLC and has held roles at Rothschild Financial Partners, Infinite Alpha Advisors, LLC, and his own firm, William Herr and Associates, where he also prepares tax returns as a CPA. Herr serves as an advisor and general partner to private investment funds through Infinite Alpha Capital Management. Trader Wealth Management, LLC provides personalized financial planning and investment management primarily for individuals, including high-net-worth clients, as well as trusts, pensions, charitable organizations, and small businesses. The firm emphasizes strategic and tactical asset allocation with global diversification and uses quantitative risk assessment tools to tailor investment approaches.

Joshua Betancourt is a financial advisor with Quantum Capital Investments, Inc. in River Forest, IL, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Quantum Capital since 2009 and Quantum Capital Investments since 2011. Betancourt also has a Master’s Degree in Accounting and provides accounting and tax planning services. Quantum Capital Investments, Inc. offers discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm uses a range of investment strategies tailored to client goals and risk tolerance, including fundamental, technical, and cyclical analysis, and incorporates affiliated tax planning and insurance services.

David Leuze is a financial advisor at Significant Wealth Partners LLC with eight years of industry experience. He holds the Series 66 designation and has worked at Merrill Lynch and Camping World prior to joining his current firm. Significant Wealth Partners serves individual, high-net-worth, and corporate clients by providing discretionary portfolio management and financial planning. The firm employs a blend of fundamental, quantitative, technical, and modern portfolio theory analyses to construct customized investment strategies, including managed accounts and, when appropriate, referrals to third-party managers or alternative private investments.

Edward Gjertsen II is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Engage Wealth Group, LLC since 2020. Prior to this, he has worked at Mack Investment Securities since 1999. Outside of his advisory role, he owns and operates GJERTSEN IMAGES, selling prints of sports and wildlife photography online. Engage Wealth Group provides investment advisory and wealth management services to individuals, employer-sponsored retirement plans, foundations, and trusts. The firm employs a combination of fundamental and technical analysis for portfolio construction and offers discretionary management, financial planning, and retirement-plan consulting.

David Johnson is a CFA® charterholder and holds a Series 65 license, with 17 years of experience in the financial industry. He has been the principal advisor at ZHP Capital LLC since 2008 and serves as an adjunct faculty member at the University of Phoenix, teaching economics and finance courses. ZHP Capital LLC serves individual investors, trustees, and small businesses with portfolio management, investment consulting, pension consulting, and a subscription-style financial coaching service. The firm combines investment advisory services with accounting, bookkeeping, and tax-preparation offerings, focusing on long-term, diversified asset allocation and serving both discretionary and non-discretionary accounts.

John Ferguson is a CFP® professional with five years of industry experience, currently serving as an advisor at Patrick M. Sweeney & Associates, Inc. He has worked at the firm since 2017 and was previously employed at Illinois Wesleyan from 2013 to 2017. Patrick M. Sweeney & Associates provides personalized investment management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs a combination of fundamental analysis and selective active strategies, tailoring client relationships through various advisory and planning engagements.

Paul Brandwein is a financial advisor at PCFO Capital with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including First Trust Advisors L.P. and Capital Integration Systems, LLC. PCFO Capital provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm’s investment approach combines fundamental analysis and modern portfolio theory with a long-term trading orientation, tailoring portfolios to clients’ goals, tax considerations, and risk tolerances.

Nathaniel Kuhn is a financial advisor at Kuhn Wealth Management Inc. with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Kuhn Wealth Management since 2013, with prior experience at Concorde Investment Services and DAI Securities. He also serves as president of Chicagoland 1031 Exchange, advising on 1031 exchanges. Kuhn Wealth Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a wrap-fee only model, using fundamental, technical, and quantitative analysis alongside modern portfolio theory, offering ETF-based strategies and access to third-party managers and platforms.