Albert Von Holt is a CFP® and Series 65-licensed financial advisor with 23 years of industry experience. He has been the principal of Von Holt Financial Advisors, Inc. since 1992. The firm is an independent, fee-only registered investment adviser that provides discretionary portfolio management and financial planning to individual and trust clients. Von Holt Financial Advisors manages client assets using Modern Portfolio Theory, primarily investing in no-load mutual funds and ETFs, and coordinates with clients’ estate, tax, and insurance advisors.

Ian Dillow is a Series 65-licensed advisor at Dillow Wealth Management LLC with one year of industry experience. Prior to joining his current firm in 2025, he worked at Dexian and attended High Point University. Dillow Wealth Management provides wealth management, investment management, and financial planning services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm employs a mix of fundamental and technical analysis to construct customized portfolios using low-cost mutual funds and ETFs along with individual securities and alternative investments.

Brendan Moody is a financial advisor with Watershed Private Wealth LLC in Oak Brook, IL, holding Series 63 and Series 65 licenses and 18 years of industry experience. His previous roles include positions at Spotlight Asset Group and Fidelity Investments. Moody serves as treasurer for the Fisher Falcon Education Foundation in a volunteer capacity. Watershed Private Wealth provides investment advisory services to individuals, trusts, estates, and pension plans, offering discretionary portfolio management, financial planning, and access to various investment strategies including direct indexing and cryptocurrency-linked ETFs. The firm uses a combination of fundamental, quantitative, and modern portfolio theory analyses to create customized investment programs aligned with clients’ goals and risk tolerance.

Nicholas Kalivas is a financial advisor with Fortune Financial Group, Inc. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. Prior to joining Fortune Financial Group in 2026, he spent 13 years with Invesco Distributors, Inc. Fortune Financial Group provides financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs long-term investment strategies using active and passive mutual funds and ETFs, and offers comprehensive planning across multiple financial disciplines, managing approximately $141 million in client assets.

Lindsay Guido is a CFP® and holds a Series 65 license with six years of industry experience. She has worked at Conifer Bay Capital LLC since 2021, following roles at ChangePath, LLC, Effert Financial Solutions, and Partnervest Advisory Services. Outside of financial advising, she is also a stock photographer with images licensed through iStock by Getty Images. Conifer Bay Capital LLC provides fee-based portfolio management and financial planning services to individuals, high net worth clients, and charitable organizations. The firm employs both discretionary and non-discretionary asset management using a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory, and it incorporates margin trading and option strategies in its investment approach.

Robert Gephart is a CFP® professional with 11 years of experience in financial advising. He is a principal at Cantlon Financial Planning LLC and also owns a web design and IT support business that he operates outside of securities trading hours. Cantlon Financial Planning LLC offers personalized financial planning and discretionary asset management to individuals, trusts, estates, and charitable organizations. The firm uses fundamental analysis and client-specific investment programs, including options strategies, and manages approximately $125 million across about 99 client relationships.

John Kosar is a financial advisor at Asbury Research LLC with Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Asbury Investment Management LLC from 2018 to 2023 and has been with Asbury Research since 2005. Asbury Research LLC provides subscription-based investment research and model portfolios to individual investors, money managers, and third-party advisers. The firm’s research focuses on growth equities, income securities, and high-yield bonds using fundamental, quantitative, and technical analysis.

Michelle Smalenberger is a CFP® and holds a Series 65 license with 14 years of industry experience. She has worked at Financial Design Studio, Inc. since 2017 and previously spent 12 years at Kabarec Financial Advisors, Ltd. Financial Design Studio, Inc. serves individuals, small businesses, and charitable organizations with portfolio management and financial planning. The firm provides additional services including personal tax preparation, business bookkeeping, and educational seminars, emphasizing long-term asset allocation and buy-and-hold strategies using mutual funds and ETFs.

Kevin Kleinman is a financial advisor at Blue Haven Capital, LLC with eight years of industry experience. He holds a Series 65 credential and has worked at Blue Haven Capital since 2018. Prior to that, he was involved with Shoot90 and WatchHimTrade.com for several years. Blue Haven Capital is a fee-only investment adviser serving individuals, high net worth clients, trusts, estates, family foundations, and charitable organizations. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory, using low-cost mutual funds and ETFs alongside options strategies and select private credit and equity investments tailored to client suitability.

Alice Brown is a financial advisor with CB3 Financial Group, Inc. in Glen Ellyn, Illinois. She holds Series 63 and Series 65 licenses and has 20 years of industry experience, all with CB3 Financial Group since 2006. CB3 Financial Group provides investment management and wealth-planning services to individuals, families, business entities, and nonprofit organizations. The firm offers portfolio management and customized programs that include actively managed equity and bond strategies, derivatives, and alternative investments, using a combination of fundamental, technical, and quantitative analysis supported by proprietary software.

Matthew Kuhn is a financial advisor at Kuhn Wealth Management Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at Dai Securities LLC, Concorde Investment Services LLC, and Northwestern Mutual Investment Management. Kuhn also operates Kuhn Financial, where he prepares financial plans and provides investment advice. Kuhn Wealth Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm emphasizes ETF-based model strategies, combining fundamental, technical, and quantitative analysis, and implements portfolios on a wrap-fee basis using third-party managers and platforms.

Tamra Wener is a CFP® with 15 years of industry experience currently serving at Mosaic FI LLC. She previously worked at RW Financial Planning, LLC, and Rivkin & Rivkin, LLC. In addition to her advisory work, she is an adjunct instructor at Northwestern University School of Professional Studies. Mosaic FI LLC offers portfolio management, comprehensive financial planning, and small-business pension consulting to individuals, families, trusts, estates, and corporate clients, including high-net-worth households. The firm emphasizes long-term portfolio management supported by tailored investment policy statements and employs a range of analytical techniques and asset classes.

Thomas Guyett is a financial advisor at Cantlon Financial Planning LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Waterstone Financial Group, Inc. and Dreher & Associates, Inc. since the early 2000s. Cantlon Financial Planning LLC provides personalized financial planning and discretionary asset management to individuals, trusts, estates, and charitable organizations. The firm employs client-specific investment programs documented by investment policy statements and utilizes fundamental analysis, including options and other derivatives strategies, while conducting monthly account reviews.

Ryan Siepka is a financial advisor at Rudwall Wealth Management LLC with five years of industry experience. He holds a Series 65 designation and has worked at Videckis Financial Services, Inc. since 2019 and at Comprehensive Insurance Agency, LLC since 2009. Rudwall Wealth Management LLC provides investment advisory and consulting services to individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a client-tailored, fundamentally oriented, long-term investment approach and manages discretionary portfolios across various asset classes.

Mark Levin is a CFP® with 10 years of industry experience, currently serving at Reap in Wealth Management, LLC. He has been associated with Secure Your World since 2010. Outside of his advisory role, Levin is an outside insurance brokerage agent specializing in fixed insurance products and serves as vice president of the Malibu Cove Homeowners association in Wheeling, IL. Reap in Wealth Management serves individual and high-net-worth clients by providing personalized financial planning and access to third-party portfolio management. The firm offers a comprehensive planning approach covering cash-flow, tax, retirement, education funding, insurance review, and estate-planning referrals, operating through a fee-based model and utilizing multiple sub-advisors and model platforms for investment management.

Jack Cannata is a CFP® with 33 years of industry experience, currently serving at Arkadios Wealth Advisors. He previously worked at Commonwealth Financial Network for 21 years and is the owner and managing member of Cannata & Company, LLC, a private entity facilitating securities, advisory, and insurance business. Outside of advising, he provides tax preparation and accounting services as a CPA and acts as co-trustee for family-related trusts. Arkadios Wealth Advisors is an enterprise firm with 151 advisors that offers wealth management services, focusing on comprehensive financial planning and investment advisory.

Lindsey Feyereisen is a CFP® and holds a Series 65 license, with nine years of industry experience. She has been with Laureate Wealth Management, LLC since 2014. Laureate Wealth Management provides investment advisory, financial planning, estate planning, and family office coordination services to individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and other entities. The firm uses a strategic asset allocation process that includes various investment vehicles and manages both discretionary and non-discretionary accounts, with notable involvement in pooled investment vehicles and affiliated fund activities.

Michael Mcnitt is a CFP® professional with 13 years of industry experience. He has worked at Highview Capital Management, LLC since 2020 and previously spent five years at BMO Private Bank. Highview Capital Management is a small advisory team managing approximately $416 million for individuals, high-net-worth clients, and various institutional and household entities. The firm offers wealth management, ongoing portfolio management, and financial planning, employing a multi-strategy investment approach that combines fundamental, quantitative, technical, and qualitative analyses.

Donald Cummings Jr. is a financial advisor with Blue Haven Capital, LLC in Geneva, IL. He holds Series 63 and Series 65 licenses and has 19 years of industry experience, including 20 years at Blue Haven Capital. Blue Haven Capital is a fee-only investment adviser serving individuals, high net worth clients, trusts, estates, family foundations, and charitable organizations. The firm provides tailored portfolio management, emphasizing diversified asset allocation based on Modern Portfolio Theory and a strategic buy-hold-rebalance approach using low-cost mutual funds, ETFs, and select options and private investments.

Timothy Dillow is a CFP® professional with 23 years of industry experience. He is the principal at Dillow Wealth Management LLC in Oak Brook, IL, where he has worked since 2018, previously holding positions at UBS Financial Services and LPL Financial among others. Outside of financial advising, he manages a cheese production and distribution business and is involved in business consulting and literary work through separate ventures. Dillow Wealth Management provides wealth and investment management along with financial planning for individuals, trusts, estates, businesses, and retirement plans. The firm offers customized portfolios that include mutual funds, ETFs, individual securities, and alternative investments, combining fundamental and technical analysis with both discretionary and non-discretionary services.