Terrence Heafey is a CFP® with 30 years of industry experience, currently serving at Brickwork Financial Planning, LTD where he has worked since 2009. His prior roles include positions at 4 Wealth Advisors, Inc. and PURSHE KAPLAN STERLING INVESTMENTS, Inc. Heafey serves as a school board member for Palos Consolidated Elementary School District 118. Brickwork Financial Planning, LTD provides financial planning and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and businesses, focusing on written financial plans and advisory engagements without discretionary asset management. The firm employs a structured planning process using various analytical tools and offers services through fixed fees, retainers, or hourly consulting.

Daniel Madden is a Series 65-licensed financial advisor with 18 years of industry experience. He has been with Madden Funds Management since 2000. Madden Funds Management provides financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm uses asset-class funds primarily managed by Dimensional Fund Advisors, supplemented by Fidelity funds, focusing on diversification and long-term holdings.

David Ventura is a financial advisor at Signet Private Wealth, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he serves as the manager of JCV Real Estate LLC, overseeing the management and repair of two multi-family rental buildings owned by family trusts. Signet Private Wealth LLC provides investment advice and wealth management primarily to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a value-oriented, primarily long-term investment approach using fundamental and technical analysis, strategic asset allocation, and model portfolios, and offers a range of services including discretionary portfolio management and financial planning.

Sinon Bennett is a financial advisor at Wavvest Wealth with five years of industry experience. He previously worked at JPMorgan Chase in various roles from 2019 to 2024 and served in the United States Navy from 2012 to 2019. He holds Series 63 and Series 65 licenses. Wavvest Wealth provides discretionary portfolio management, financial planning, and model portfolio implementation for individual clients and employer-sponsored retirement plans. The firm uses proprietary technology tools for risk profiling and portfolio construction, managing diversified portfolios with oversight from an Executive Investment Committee.

Benjamin Ruf is a financial advisor at Versatile Capital Management L.L.C. in Chicago, IL, holding Series 63 and Series 65 licenses with six years of industry experience. He has worked at Versatile Capital Management since 2019 and had a prior four-year period listed as retired. Versatile Capital Management serves individuals, high-net-worth clients, and various institutional and private entities through discretionary asset management and supplemental financial planning. The firm employs two quantitative, model-driven investment strategies that focus on global asset allocation and momentum-based signals, managing approximately $114 million for about 40 clients.

Wayne Casey is a financial advisor with Casey Wealth Management, Inc. in Orland Park, IL, holding a Series 66 designation and 24 years of industry experience. He has worked at Sammons Securities Co., LLC since 2009 and has been with Casey Wealth Management since its founding in 2002. Casey is the owner and president of Casey Wealth Management and also operates as an independent insurance agent. Casey Wealth Management provides customized financial planning, consulting, and investment management primarily to individual clients, occasionally serving pension and profit-sharing plans. The firm employs fundamental security analysis with a buy-and-hold strategy, offers non-discretionary management, and conducts quarterly portfolio reviews.

John Henek is a financial advisor at Quantum Capital Investments, Inc. with 14 years of industry experience. He holds a Series 65 designation and has been with Quantum Capital Investments since 2010. Quantum Capital Investments provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm employs a range of strategies including fundamental, technical, and cyclical analysis, with portfolio management tailored to clients’ goals, time horizons, and risk tolerances.

James Mihm is a financial advisor at Arta Finance based in Chicago, IL, holding a Series 66 designation with 10 years of industry experience. His prior experience includes roles at Citigroup and JP Morgan Chase Bank. Arta Finance serves primarily accredited investors, qualified clients, and qualified purchasers through a digital platform offering both discretionary managed products and self-directed investment options, utilizing a proprietary algorithm that integrates machine learning with human oversight for portfolio management.

Scott Rausch is a CFA® charterholder with 11 years of experience in the financial industry. He is currently with Bull & Bear Advisors LLC and has held roles at Bull & Bear LP and Symphony Financial. His work history also includes tenure at Bernardi Securities. Bull & Bear Advisors serves individual and high-net-worth clients with discretionary portfolio management and financial planning, using a combination of charting, fundamental and technical analysis, alongside options strategies and both long- and short-term trading. The firm provides tailored Investment Policy Statements and access to pooled and private investment vehicles.

Langton Garvin is a CFA® charterholder with one year of experience at Apex Quantitative Group, LLC. His prior work includes nine years at Clark School and two years at QS Investors. Apex Quantitative Group provides discretionary portfolio management to individuals, trusts, estates, and business entities, focusing on model-based large-cap equity portfolios built using a machine-learning system that targets S&P 500 tracking within controlled risk parameters. The firm serves a very small client base, allows client-directed trading features, and discloses performance results, which is uncommon among supported firms.

Sharese Abbadessa is a financial advisor at Horizon Family Wealth, Inc. in Chicago, IL, with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Riverpoint Wealth Management Holdings, Inc. and LPL Financial from 2013 to 2021. Horizon Family Wealth serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, providing comprehensive portfolio management and financial planning. The firm combines fundamental, quantitative, technical, and sector analysis to construct diversified portfolios across various asset classes and employs a fiduciary, client-focused approach.

Aaron Dirlam is a CFA® charterholder with 11 years of industry experience. He has worked at SpringTide Partners since 2017 and had prior roles at Foster Bridge Partners and Harmonic Capital. Dirlam is a managing member of SpringTide Partners, where he dedicates the majority of his time. SpringTide Partners serves individual clients, high-net-worth households, and institutional investors by providing asset management, manager due diligence, and strategic asset allocation services. The firm combines fundamental and technical analysis within its tailored portfolios and offers a range of research publications and advisory services to other investment advisers and institutions.

Ryan Hartung is an advisor with MWS Capital Consultants LLC based in Chicago, IL. He holds a Series 65 designation and has been with MWS Capital Consultants since 2025. Prior to joining the firm, he spent seven years working in middle and high schools and four years at the University of Wisconsin. MWS Capital Consultants LLC is an SEC-registered advisory firm managing approximately $194 million across about 124 client accounts. The firm serves individuals, high-net-worth clients, trusts, and corporate retirement plans, using a Classic Portfolio Management strategy focused on long-term ownership of diversified assets and advisor-directed decision making.

Gary Prestopino is a CFA® charterholder with 35 years of industry experience. He has been with Barrington Research Associates, Inc. since 2001 and has worked with Tucker Anthony Incorporated since 1999. He is based in Chicago, IL. Barrington Asset Management, Inc. provides portfolio management services primarily to high-net-worth individuals, pension and profit-sharing plans, and other pooled investment vehicles. The firm uses a combination of bottom-up fundamental research and top-down macroeconomic analysis to manage discretionary client accounts across a range of asset classes.

Khloe Karova is a CFP® professional with 16 years of industry experience, currently serving as the sole advisor at Modern Capital Concepts in Chicago, IL. She has been with Modern Capital Concepts and LPL Financial since 2013. Outside of her advisory work, Karova is an author and a notary public. Modern Capital Concepts provides financial planning and consulting primarily to individual and high-net-worth clients, as well as employers through workplace wellness programs. The firm emphasizes tailored, advisory-only planning across multiple financial topics and offers educational seminars, workshops, and recurring programs focused on financial literacy and planning.

Matthew Heckler is a financial advisor at K2 Wealth Management LLC in Chicago, IL, holding a Series 66 designation with 17 years of industry experience. His prior work includes roles at Kovitz Investment Group Partners, Telemus Capital, and HPM Partners. He holds life and health insurance licenses. K2 Wealth Management serves individual and high-net-worth clients and related trusts and estates, providing discretionary investment management and comprehensive financial counseling. The firm uses a goals- and risk-based approach to build customized portfolios, combining quantitative methods with diverse investment vehicles while coordinating with third-party professionals as part of ongoing client service.

Cameron Dickerson is a financial advisor at Aurelien Capital Partners with nine years of industry experience. He holds a Series 66 designation and has previously worked at A&O Advisors, Bank of America, Merrill, and Morgan Stanley. In addition to his advisory role, he is a licensed independent insurance agent. Aurelien Capital Partners serves individuals, families, and high-net-worth clients, including professional athletes and exonerees, offering wealth management, financial planning, and family office services. The firm employs an open-architecture investment approach that combines active and passive strategies across public and private markets with a focus on diversified portfolios and long-term allocation.

Robert Bice is a CFA® charterholder with 11 years of industry experience. He has been with Oak Mountain Advisors since 2012, where he is one of two advisors at the firm based in Chicago, IL. Oak Mountain Advisors manages a private pooled vehicle for accredited investors and separately managed accounts for high-net-worth and individual clients. The firm employs a value-conscious, research-driven investment approach focused on economic fundamentals and company analysis, managing portfolios on a discretionary basis while incorporating tax considerations and maintaining governance features uncommon for a firm of its size.

James Tuccori is a Series 65 licensed advisor with seven years of industry experience, currently serving at Retirement Systems LLC. His prior roles include positions at FEFA Advisors LLC, AE Wealth Management LLC, and FEFA Asset Management LLC. In addition to his advisory work, he is also a licensed insurance agent, dedicating approximately 20% of his time to insurance product sales. Retirement Systems LLC provides discretionary asset management, financial planning, and ERISA 3(21) fiduciary services to individual clients and retirement plans. The firm employs a tailored investment approach that incorporates fundamental, technical, and charting analysis, and supports qualified employer plans with ongoing management and participant education.

Thomas Walshe is a financial advisor at Benchmark Investment Advisors LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Ruffalo Noel Levitz from 2017 to 2021. Benchmark Investment Advisors provides discretionary and non-discretionary investment advisory services to individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach focuses on long-term strategic allocation between global equity and fixed-income portfolios, incorporating proprietary valuation metrics and tactical overlays to manage client assets.