Danielle Woods is a Series 65 credentialed advisor with 21 years of industry experience. She is currently with Propel Financial Advisors, LLC and has previously worked at Merriment Advisors, LLC, DW Lenski Law Group, DW Agosto Tax Planning LLC, and Mitchell, Vaught and Taylor Inc. Woods owns DW Agosto Tax Planning LLC, a tax planning and preparation business. Propel Financial Advisors, LLC serves individual and high-net-worth clients with investment management and financial planning services. The firm operates as a four-advisor team across three offices, managing approximately $38.84 million in assets for 111 clients, and integrates legal and tax considerations into client advice through formal affiliations and educational programs.

Stephanie Laude is a financial advisor at K2 Wealth Management LLC in Chicago, IL, holding CFP® and Series 65 credentials with nine years of industry experience. Her prior roles include positions at Corient, Balasa Dinverno Foltz LLC, and CIPW Service Company, LLC. Outside of financial advisory, she has worked as an Instacart driver on a limited basis. K2 Wealth Management serves individual and high-net-worth clients, providing discretionary investment management and comprehensive financial counseling that includes retirement, tax, and estate planning. The firm employs a goals- and risk-based investment approach using quantitative methods and third-party sub-advisers, while coordinating with attorneys and accountants as part of its service model.

Lingke Cheng is a financial advisor at Zephyr Capital LLC in Chicago, IL, holding the CFA® designation and Series 63 license with three years of industry experience. Prior to joining Zephyr Capital, Cheng worked at Aicapital LLC, Citigroup Global Markets, and Dynamic Holding LLC. Outside of his advisory role, he holds interests in non-investment businesses including a financial data research company, a Pilates club management company, and a Hong Kong-based operational business. Zephyr Capital LLC provides discretionary investment advisory and portfolio management services exclusively to qualified clients under performance-based fee arrangements. The firm uses a tactical, long-short investment approach that incorporates derivatives and active trading techniques, focusing on daily monitoring and weekly rebalancing within client-specific investment policies.

Joann May is a CFP® and PFS™ credentialed financial advisor with 19 years of industry experience. She has been with Forest Asset Management LLC since 2006. In addition to her advisory role, she serves as a general partner in an investment club, Riverside Fund Money Club, since 1995. Forest Asset Management LLC provides discretionary portfolio management and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm follows a long-term, asset-allocation-driven investment approach using primarily passive and evidence-based funds, supported by written investment policy statements and portfolio modeling techniques.

Marc Pershan is a financial advisor at Valley Financial Management, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Bank Leumi USA and Valley National Bank. He serves on the advisory committee of Chicago Neighborhood Housing Services, a nonprofit supporting low-income housing. Valley Financial Management operates as Valley Digital Investor, providing discretionary portfolio management through an online platform serving individual and high-net-worth clients. The firm uses model ETF portfolios based on client profiles and manages accounts electronically with automated implementation and rebalancing.

Thomas Haugh is a financial advisor at Wells Street Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Street Advisors since 2019. Prior to this, he was with Najarian Family Office and PTI Securities & Futures L.P. He hosts a radio program called Stocks and Jocks focused on retirement topics and has served on the Board of Directors for the Chicago Board Options Exchange. Wells Street Advisors, LLC is an independent investment management firm serving individuals, family offices, trusts, and retirement plans. The firm employs a combination of quantitative analysis, technical analysis, and third-party research, and offers a Protected Index Program aimed at downside protection.

Ree Grossman is a financial advisor at North South Capital, LLC with 26 years of industry experience. She holds a Series 66 designation and has previously worked at Lasalle St. Securities, Morgan Stanley, Citigroup Global Markets, and Merrill. Grossman serves on a local school council board in Chicago on a volunteer basis. North South Capital serves individual and high-net-worth clients as well as corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm offers portfolio management, retirement plan advisory services, financial planning, and insurance product recommendations, with an investment approach that includes multiple analysis methods and tailored asset-class allocations.

Timothy Schlindwein is a CIC and holds a Series 65 license with 28 years of industry experience. He has been with Schlindwein Associates LLC since 1995. The firm provides discretionary and non-discretionary investment supervisory services to individual, high-net-worth, and institutional clients, as well as offering investment guidance for corporate and not-for-profit groups. Schlindwein Associates uses a proprietary fund-ranking methodology and primarily implements portfolios with mutual funds and ETFs, incorporating alternative asset categories for diversification.

Daniel Haugh is a financial advisor at Wells Street Advisors, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has served in roles at Wells Street Advisors since 2014 and PTI Securities & Futures L.P. since 1987. Wells Street Advisors, LLC is an independent investment management firm providing discretionary asset management to individuals, family offices, trusts, retirement plans, and pension and profit-sharing plans. The firm employs a combination of quantitative analysis, technical research, and external resources in its investment process and offers a Protected Index Program designed for downside protection.

Brian Padden is a financial advisor at Padden Financial Planning LLC in Chicago, IL. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Padden Financial Planning, he held roles at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of his advisory work, he also spends time as a rideshare driver for Uber Technologies, Inc. Padden Financial Planning LLC is a fee-only firm serving individuals and families, including trusts, estates, and retirement plans. The firm offers comprehensive financial and tax planning services with an investment approach that emphasizes disciplined asset allocation, global diversification, and the use of primarily mutual funds, ETFs, and passive index funds.

Vinnie Maliakkal is a CFP® certificant with 11 years of industry experience, currently serving as a financial advisor at Wavvest Wealth. He previously worked at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. for over a decade, and was also associated with Vivacious Group. Outside of his advisory role, Maliakkal owns A Bunch of Randos, LLC, a business focused on photography, graphic design, and clothing. Wavvest Wealth provides discretionary portfolio management and financial planning services to individual clients and employer-sponsored retirement plans, using proprietary technology tools to support portfolio construction and ongoing monitoring. The firm manages diversified portfolios that include ETFs, mutual funds, equities, fixed-income securities, and select alternative investments.

Michael Demaray is a CFA® charterholder with five years of industry experience. He is currently with Bard Associates Inc in Chicago, IL, and previously worked at Elevated Capital LLC for 14 years and AEG Partners for one year. He is the owner and general partner of entities that are currently being wound down and does not devote time to these during the work week. Bard Associates provides discretionary portfolio management and monitoring services to individuals, retirement accounts, trusts, estates, and other entities, employing a long-term, buy-and-hold investment approach with a focus on smaller-company stocks and defensive instruments tailored to client risk tolerance. The firm also manages the Bard Micro-Cap Value Fund L.P., a private pooled vehicle, and uses fundamental analysis alongside limited derivatives and margin strategies in certain accounts.

Michael Cameron is a financial advisor at Savant Investment Advisers, Inc. with six years of industry experience. He holds a Series 66 designation and has worked at Savant & Associates, Inc. since 2013. His other business activities include insurance sales focused on fixed annuities and life insurance. Savant provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, trusts, and business entities. The firm’s investment approach centers on asset-allocation planning and risk tolerance, offering model and advisor-managed portfolios with continuous monitoring and periodic rebalancing.

Jacob Swartz is a financial advisor at Swartz Wealth Management LLC in Chicago, IL, holding Series 65 and Series 63 credentials with one year of industry experience. Before founding his firm, he worked at several companies including Level EX and Chicago Capital Management. He is also involved in selling life and health insurance on a part-time basis. Swartz Wealth Management LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and entities such as trusts and estates. The firm focuses on passive, long-term investment strategies using low-cost index funds and ETFs, and emphasizes education through newsletters and seminars offered at no additional charge.

John Mariscalco is a CFP® and CFA® charterholder with 10 years of industry experience. He has worked at 103 Advisory Group since 2019 and previously held roles at Strategic Wealth Partners, Marquette Associates, Mainstreet Advisors, and Gunnallen Financial. 103 Advisory Group serves individual and high-net-worth clients by providing discretionary asset management, financial planning, retirement rollover advice, and consulting. The firm combines strategic and tactical asset allocation with fundamental and technical analysis and offers specialized services such as fixed-fee institutional consulting and business-development support for financial institutions.

Michael Parianos is a financial advisor at Atis, Inc with a Series 66 credential and one year of industry experience. His background includes roles at Indiana University Northwest, Napelton Nissan, and Lake Central High School prior to joining Atis. Atis, Inc. serves individual investors and trusts, focusing on IRA rollovers and offering portfolio management along with financial, retirement, estate, and legacy planning. The firm utilizes fundamental and technical analysis with an emphasis on asset allocation and diversification through predetermined mutual fund and ETF models, primarily managing assets on a non-discretionary basis.

Jing Chen is a CFA® charterholder based in Chicago, IL, with two years of industry experience. She has worked at K2 Wealth Management LLC since 2024 and previously held roles at Forge Global and MSCI. K2 Wealth Management serves individual and high-net-worth clients and related trusts and estates, providing discretionary investment management alongside comprehensive financial counseling, including retirement, tax, and estate planning. The firm employs a goals- and risk-based approach to portfolio construction, integrating quantitative methods and various investment vehicles while coordinating with third-party professionals as part of its ongoing client service.

Jacob Bossert is a CFP® and ChFC® credentialed advisor at Konza Global Wealth Group with four years of industry experience. He previously worked at Fortune Financial Advisors and has a background that includes seven years at USSSA. Konza Global Wealth Group serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm offers portfolio management, financial planning, and pension consulting with an investment approach that incorporates modern portfolio theory, fundamental, quantitative, and technical analysis.

Joseph Mastej is a financial advisor at Atis, Inc with nine years of industry experience. He holds a Series 66 designation and has been with Atis since 2016. Atis, Inc serves individual investors and trusts, focusing on IRA rollovers and providing portfolio management, financial, retirement, estate, and legacy planning services. The firm primarily uses wrap-fee programs through RBC-sponsored platforms, emphasizing asset allocation and diversification with predetermined mutual fund and ETF models, and operates largely on a non-discretionary basis.

John Evanich is a financial advisor at Atis, Inc with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Atis since 2009, following five years at American Trust Investment Services, Inc. Outside of his advisory work, he is managing partner of Evolution Investments, LLC, which manages office facilities related to Atis. Atis, Inc serves individual investors and trusts, focusing on IRA rollovers through wrap-fee programs on RBC-sponsored platforms. The firm employs both fundamental and technical analysis with an emphasis on asset allocation and diversification, primarily managing assets on a non-discretionary basis.