Adam Smolich is a financial advisor at Clement Street Capital LLC with 14 years of industry experience. He holds a Series 65 designation and has been with Clement Street Capital since 2012. Clement Street Capital provides discretionary asset management and comprehensive financial planning primarily to high-net-worth individuals, trusts, corporations, retirement plans, and other legal entities. The firm builds tailored investment policies using a mix of asset classes and employs ongoing monitoring and rebalancing, serving a select client base with substantial account size and net-worth thresholds.

Daniel Carroll is a financial advisor at Stride Investments, LLC in Chicago, IL, with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for five years. Outside of advising, he is also licensed to sell insurance and spends a portion of his time on insurance sales and services. Stride Investments, LLC provides fee-based investment management to individuals, high-net-worth clients, corporate accounts, and retirement plans. The firm focuses on purpose-based investing and retirement-income planning, using proprietary tools to document goals and asset allocation, and offers both discretionary and non-discretionary portfolio management.

Michael Perna is a financial advisor at First Choice Financial Services LLC with 18 years of industry experience. He holds a Series 65 designation and has been involved in the financial and insurance services industry since 1983, serving as president of Michael Perna and Associates, Inc. and First Choice Insurance Agency. First Choice Financial Services LLC provides financial advice to individual and high-net-worth clients primarily through referrals to third-party money managers and offers estate-planning support services. The firm focuses on client communication, oversight of third-party managers, and employs fundamental, technical, and cyclical analysis in its recommendations.

Mark Murphy is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Sequoia Wealth Management, LLC in Chicago, IL. His career includes roles at JMC Wealth Management, Inc. and LPL Financial LLC, where he has been active since 2014. Murphy also provides financial planning and consulting services through JMC Wealth Management, Inc., an independent investment advisor firm. Sequoia Wealth Management advises individuals, trusts, estates, corporations, and employer retirement plans, offering asset management, financial planning, and retirement-plan consulting. The firm utilizes a combination of quantitative optimization, third-party research, and manager selection, serving clients through discretionary management and third-party strategist models.

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.

Matthew Kunst is a CFP® and CFA® with nine years of industry experience. He has worked at Opus Financial Solutions LLC since 2017 and previously spent eight years at MMK Financial Services. Opus Financial Solutions provides investment advisory and financial planning services to individuals, families, business owners, executives, trusts, and other entities, offering both discretionary and non-discretionary portfolio management. The firm emphasizes integrated tax and accounting support alongside investment management, utilizing a combination of strategic and tactical asset allocation with ETFs, mutual funds, and alternative investments when appropriate.

Timothy Reeves is the sole advisor at Tim Reeves & Associates in Midlothian, IL, holding a Series 63 designation with 51 years of industry experience. He has worked at Fortune Financial Services, Inc. since 2015 and has operated Tim Reeves & Associates since 1972. Tim Reeves & Associates provides portfolio management for pooled investment vehicles and institutional clients, alongside financial planning services. The firm uses hourly and flat fee arrangements rather than asset-based fees and often recommends mutual funds, variable annuities, and insurance products as part of its advisory approach.

Kirk Kreikemeier is a CFP® and CFA® with 18 years of experience in financial advising. He has worked at Pebble Valley Wealth Management since 2008, where he is one of two advisors. Pebble Valley Wealth Management serves individual, charitable, and corporate clients, offering discretionary portfolio management, financial planning, and pension consulting. The firm’s investment approach focuses on asset allocation and mutual fund/ETF selection, with a notable use of derivative-based option strategies and selective digital-asset exposures within client portfolios.

Charles Brown III is a financial advisor at CB3 Financial Group, Inc. in Glen Ellyn, Illinois, with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has been with CB3 Financial Group in various capacities since 2006. The firm provides investment management and wealth-planning services to individuals, families, business entities, and nonprofit organizations. CB3 offers discretionary portfolio management through several programs that utilize fundamental, technical, and quantitative analysis, including an aggressive strategy focused on global equities and emerging companies in generative artificial intelligence.

Vincent Incerto is a financial advisor at Tilden Loucks & Woodnorth LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LaSalle St. Securities, L.L.C. since 2013, following an eight-year tenure at TrancenDex. Tilden Loucks & Woodnorth, LLC provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, charitable organizations, and small businesses. The firm emphasizes fundamental and qualitative research, asset allocation, and long-term investment strategies, operating largely under a subadvisory arrangement with Roberts, Glore & Co.

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.

William Laipple is a CFP® with 25 years of industry experience, currently a partner at Stonebridge Wealth Management LLC in Oak Brook, IL. He has worked at Stonebridge since 2011 and has held roles at APW Capital, Inc. and Comprehensive Asset Management Serving Inc. since 2016. Stonebridge Wealth Management serves individuals, trusts, corporations, partnerships, tax-exempt entities, and other legal entities, managing approximately $283 million for around 288 clients. The firm provides customized portfolio construction and offers discretionary investment management, financial planning, and family-office/business consulting services.

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.

Peter Claeys is a financial advisor with Arbor Financial Services, LLC in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Arbor Financial Services since 2012 and is also involved with Profitability Concepts & Consulting, LLC, a holding company for Arbor Financial Services. Arbor Financial Services provides discretionary portfolio management and limited financial planning to individuals, including high-net-worth clients, as well as trusts and estates. The firm uses firm-developed model portfolios and a combination of analytical methods to manage client assets, typically on a discretionary basis, and offers both bundled wrap-fee and unbundled advisory services.

Andrew Kaminski is a financial advisor with HK Private Client, LLC, holding Series 65 and Series 66 credentials and bringing 10 years of industry experience. He has previously worked at Fifth Third Bank and The Northern Trust Company. Based in Naperville, IL, Kaminski focuses on portfolio management and financial planning. HK Private Client is a small registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and integrated financial planning. The firm uses quantitative tools and model-driven analysis to tailor portfolios that align with clients’ objectives and risk tolerance.

Patrick Kirvan is a financial advisor with Advanced Planning Advisors Group Inc. in Naperville, IL, holding a Series 65 designation and 13 years of industry experience. He previously worked at Gradient Advisors, LLC, and has been with Advanced Planning Advisors Group in various capacities since 2017. Kirvan is also involved in fixed insurance sales as part of his business activities. Advanced Planning Advisors Group Inc. provides investment advisory services to individuals, high-net-worth clients, trusts, and estates through a co-advisor model and financial planning at no extra cost. The firm refers assets to an SEC-registered third-party manager for portfolio management and custodian services, focusing on model selection aligned with clients’ risk tolerance and reviewing accounts quarterly.

Norman Chiodras is a CFP® professional with 40 years of experience in the financial industry. He has been associated with Mack Investment Securities, Inc. for 36 years and owns Retirement Planners, Inc. (dba RPI, Inc.), where financial planning and fixed insurance products are offered. Outside of finance, he is a freelance trumpet player with the DuPage Symphony Orchestra Brass Quintet and serves as treasurer for Holy Spirit Ministries, a nonprofit organization, as well as a board member of the Briarwood Lakes HOA in Oak Brook, IL. Mack Investment Securities, Inc. advises individuals, pension and profit-sharing plans, corporations, and other custodial accounts through discretionary and non-discretionary portfolio management, manager-of-managers programs, and financial planning. The firm’s investment approach combines oversight of independent sub-advisers with firm-run model strategies that employ technical, seasonal, and tactical indicators, allowing for tactical asset shifts and use of ETFs, including leveraged and inverse products.

Joseph Bianchi is a financial advisor at Stride Investments, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments for six years. His background also includes roles at DePaul University, Triton College, and the Village of Rosemont. Stride Investments, LLC provides fee-based investment management to individuals, high-net-worth clients, corporate accounts, and retirement plans, emphasizing purpose-based investing and retirement-income planning through proprietary tools and regular portfolio reviews. The firm manages assets directly and may appoint sub-advisers, coordinating non-investment services through its affiliated insurance and planning business.

Kristin Sweis is a financial advisor at Paradigm Money Management, LLC with 17 years of industry experience. She holds the Series 66 designation and has previously worked at TD Ameritrade, Inc. and Spotlight Asset Group, Inc. before joining Paradigm in 2020. Paradigm Money Management provides financial planning and retirement-plan advisory services to individuals and business entities, focusing on tiered planning engagements and 3(21) ERISA plan support. The firm acts primarily as a planner and coordinator, recommending third-party managers and advisory platforms while monitoring their alignment with client objectives.

Aidan Herrick is a financial advisor at Stride Investments, LLC in Chicago, IL, holding a Series 65 designation with one year of industry experience. Prior to joining Stride Investments, he worked in education, including roles at Loras College, College of Lake County, Richmond-Burton Community High School, and Nippersink Middle School. He also has experience with Canlan Sports. Stride Investments, LLC manages approximately $200.9 million for about 524 clients, serving individuals, including high-net-worth clients, and retirement plan sponsors. The firm employs a purpose-based investment approach that integrates fundamental, technical, and cyclical analysis to align portfolios with clients’ cash flow, risk capacity, and goals, offering ongoing asset management and coordinated financial planning services.