Thomas Ahlbeck is a financial advisor at Ahlbeck Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera Financial Specialists LLC and Cetera Investment Advisers LLC. Outside of his advisory role, he manages and owns commercial and residential real estate properties with family members and serves as the treasurer for Maine Township School. Ahlbeck Financial provides portfolio management primarily to individual and high-net-worth clients, tailoring investment strategies to clients' goals and risk tolerance. The firm employs fundamental analysis, modern portfolio theory, and technical analysis, offering discretionary management across various asset classes with regular account reviews.

Bronwyn Mirretti is a CFP® professional with 25 years of industry experience, currently serving at Mirretti Perryman Wealth Strategies, LLC. She has worked with the firm and its predecessors since 2016 and is also an independent insurance agent. Bronwyn serves as a school board member, a role she has held since 2018. Mirretti Perryman Wealth Strategies, LLC provides discretionary portfolio management, financial planning, and retirement plan services to individuals, trusts, and retirement plans, including high-net-worth clients. The firm builds customized, risk-based, and tax-aware portfolios using modern portfolio theory and quantitative methods, supplementing in-house advice with third-party managers and operating as a wrap fee program sponsor.

Beth Smyth is a financial advisor at MWS Capital Consultants LLC in Chicago, holding a Series 65 designation. She began her career at MWS Capital Consultants in 2024 following a year at DePaul University. MWS Capital Consultants LLC provides personalized investment management, wealth-planning, and consulting services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and corporate clients. The firm’s Classic Portfolio Management strategy focuses on direct ownership of equities, fixed income, and funds with an emphasis on long-term economic returns, using fundamental, technical, and cyclical analysis rather than automated systems.

Philip Tetley is a financial advisor at Tetley Investments, LLC in Park Ridge, Illinois, with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Tetley Investments since 2012. Tetley Investments is an independent asset management and financial planning firm serving individuals, pension plans, corporations, charitable organizations, and trusts. The firm employs a disciplined, long-term investment process combining quantitative and fundamental research within a global asset-allocation framework.

Eduardo Caldera is a financial advisor at Retirement Systems LLC with under one year of industry experience. He previously worked with Foundations Investment Advisors LLC and Regency Capital, and has a background in mortgage banking. He is also involved in life insurance and annuity sales through Regency Capital. Retirement Systems LLC provides discretionary asset management and financial planning primarily to individual clients, offering tailored portfolios and 3(21) fiduciary services to qualified retirement plans. The firm employs a mix of fundamental, technical, and charting analysis with quarterly reviews and allows clients to set written investment restrictions.

John Crawford is a financial advisor at Copperwood Financial with 15 years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC and Horizon Wealth Management. Copperwood Financial provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and small businesses, with a specialty practice for athletes under the Pro Athlete Wealth brand. The firm manages client portfolios on a discretionary, tactical allocation basis and offers qualified retirement plan consulting, including ERISA Section 3(38) fiduciary services.

David Gosnell is a CFA® charterholder with 18 years of experience at New England Research & Management, Inc. He is based in Chicago, IL and has been with the firm since 2008. New England Research & Management provides discretionary investment management primarily to high-net-worth individuals and families, managing a range of account types including trusts, retirement plans, and estates. The firm customizes portfolios to individual client objectives, managing each account separately and employing diverse instruments such as exchange-listed securities, ETFs, and derivatives.

Luke Van De Loo is a financial advisor at Sullivan Mermel, Inc. in Chicago, IL, holding a Series 65 designation with three years of industry experience. He previously worked at Orgel Wealth Management and held roles at St John's Catholic Newman Center and the University of Illinois. Sullivan Mermel, Inc. is a fee-only, holistic financial planning firm serving individuals and families, including high-net-worth clients. The firm uses a retainer-based fee model and focuses on customized investment strategies emphasizing low-cost mutual funds, U.S. government bonds, and cash equivalents.

Steven Goodman is a financial advisor with The Nestegg Group, Inc. in Lincolnwood, IL, holding a Series 65 credential and 28 years of industry experience. He has been with The Nestegg Group since 1993, spanning 33 years at the firm. The Nestegg Group, Inc. provides discretionary, fee-only investment advisory services to individuals, retirement plans, trusts, estates, business entities, and charitable organizations. The firm manages approximately $331 million across about 187 client relationships, using a combination of mutual funds, exchange-traded funds, and access to alternative investments, with approaches guided by asset allocation, qualitative manager analysis, and varied trading strategies.

Justin Mccormack is a financial advisor with First Choice Financial Services LLC in Oak Brook, IL, holding a Series 65 license and 12 years of industry experience. He has been with First Choice Financial Services since 2013 and is also involved with First Choice Insurance Agency, where he has served in various roles since 2005. First Choice Financial Services LLC serves individual and high-net-worth clients by providing financial advice primarily through referrals to third-party money managers and estate-planning support. The firm acts as a liaison, assisting clients with third-party paperwork and ongoing oversight, while drawing on fundamental, technical, and cyclical analysis in its recommendations.

Melissa Osika is an investment advisor with Herr Capital Management LLC in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked at Herr Capital Management since 2017 and previously held positions at American Portfolios Financial Services, Inc., SSN Advisory, Inc., and Securities Service Network. In addition to her advisory role, she is a licensed insurance agent offering life, health, disability, long-term care, and fixed annuities. Herr Capital Management LLC is a private wealth advisory firm serving individuals, families, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm employs a disciplined investment process with strategic and tactical allocation adjustments and offers financial planning, discretionary investment management, and retirement-plan consulting.

Lamont Change is a CFP® professional with 16 years of experience, practicing at The Change Advisory Group, LLC in Chicago, IL. He holds the Series 66 designation and serves as a managing director at the firm. The Change Advisory Group primarily serves high-net-worth individuals and related entities, providing discretionary portfolio management alongside financial planning and consulting for trusts, IRAs, retirement accounts, and employer-sponsored plans. The firm constructs customized portfolios using asset allocation and security selection across multiple asset classes and serves a diverse client base that includes institutional and governmental entities.

Catriona Duncan is a CFA® charterholder and holds a Series 65 license, with four years of industry experience. She is currently with Sankota Capital LLC and previously worked at William Blair Investment Management, Columbia Wanger Asset Management, Advisory Research, Inc., and Cupps Capital Management, LLC. She serves as CIO/Treasurer of the Judy Family Foundation, focusing on long-term asset allocation and evaluation of private investments. Sankota Capital LLC provides discretionary investment management to individuals, high-net-worth clients, family offices, pension and profit-sharing plans, endowments, foundations, and corporations. The firm emphasizes fundamentally driven investment processes targeting small- and mid-cap companies, with concentrated portfolios managed under discretionary authority and a long-term horizon.

Mark Zelenika is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Leslie Global Wealth, LLC with 11 years of industry experience. He has been with Leslie Global Wealth since 2014. Outside of his advisory role, he participates in investment-related research surveys. Leslie Global Wealth serves individuals, high net worth clients, trusts, estates, and charitable organizations by providing comprehensive portfolio management and financial planning. The firm employs a disciplined investment approach focused on asset allocation and fixed income, offering access to LPL Financial–sponsored managed strategies and supplemental services such as tax planning and real estate analysis.

Sara Freer is a financial advisor at New England Research & Management, Inc. She holds a Series 65 credential and has been with the firm since 2006. Sara operates out of Chicago, IL, and has 20 years of industry experience. New England Research & Management provides discretionary investment management primarily to high-net-worth individuals and families, managing a range of account types including trusts, retirement accounts, and estates. The firm customizes portfolios to individual client objectives and manages accounts separately, employing a variety of securities and strategies with full discretionary trading authority.

Gianni Perkovic is a financial advisor at Retirement Systems LLC with seven years of industry experience. He holds a Series 65 credential and has worked at several firms, including AE Wealth Management, EV Federal, FEFA Asset Management, and Citizens Bank. In addition to his advisory role, Perkovic is a licensed insurance agent and dedicates a significant portion of his time to insurance product sales. Retirement Systems LLC provides discretionary asset management, financial planning, and ERISA 3(21) fiduciary services to individuals and retirement plans. The firm offers tailored investment programs and ongoing portfolio management, combining fundamental, technical, and charting analysis with regular account reviews.

Dillon Hoover is a CFA® charterholder with four years of industry experience. He is currently an advisor at Significance Capital Management LLC and previously worked at CastleArk Management and Spot Trading L.L.C. Significance Capital Management LLC is an independent investment adviser that provides discretionary portfolio management to individuals and high-net-worth clients. The firm employs an Enhanced Alpha Strategy that combines fundamental, quantitative, factor, and technical analysis to manage large-cap equity allocations, and also serves as a sub-adviser to the Significance Capital Enhanced Alpha ETF.

Theodore Augustyniak is a financial advisor with Creative Resources Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been associated with Creative Resources Investment Advisors since 2015 and is also involved with Advance Legend Funding and Augustyniak Insurance Agency, where he works as an insurance agent offering various insurance products. Creative Resources Investment Advisors primarily serves individual and high-income clients, as well as pension and profit-sharing plans, trusts, and other entities. The firm employs a long-term, value-oriented investment approach with a blend of strategic and tactical asset allocation, utilizing equities, mutual funds, bonds, and alternative instruments tailored to client needs.

Alexander Lippitt III is a CFA® charterholder with four years of industry experience. He is currently with Lakewood Financial Group, LLC and previously worked at Northeast Financial Group, Inc. and Transamerica/Aegon Asset Management. Lakewood Financial Group serves individual investors and families with at least $1 million in investable assets, offering discretionary wealth management that includes portfolio construction, tax-loss harvesting, and comprehensive financial planning. The firm employs a strategic core and tactical overlay investment approach, focusing on risk management through derivative hedging, structured outcomes, and customized implementation.

Michael Jankowski is a financial advisor with Parkview Asset Management, Inc. in Oakbrook Terrace, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Parkview in 2020, he spent 12 years at LaSalle St. Investment Advisors, LLC and LaSalle St. Securities, LLC. He is also president of Wealth Planning Network LLC, which focuses on fixed insurance products and serves as trustee for related benefit plans. Parkview Asset Management is a two-advisor firm managing approximately $206 million for around 140 clients, including individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers discretionary portfolio management and comprehensive financial planning, using a primarily long-term, client-specific investment approach with low-cost diversified mutual funds, ETFs, and individual securities when appropriate.