Maria Graft is a financial advisor at Simplified Wealth Management, LLC in Barrington, IL, with five years of industry experience. She holds Series 63 and Series 65 credentials and is involved in several outside business activities, including serving as a marketing manager for MJG Construction, LLC and working as an insurance agent with Our Family Office, LLC. Simplified Wealth Management provides discretionary and non-discretionary asset management and financial planning for individual and high-net-worth clients, managing approximately $23 million. The firm employs a diverse investment approach that includes fundamental, technical, and cyclical analysis and offers strategies ranging from long-term holdings to options trading, along with ongoing portfolio monitoring and reporting.

Gerald Howell II is a financial advisor at Arlington Wealth Management with 15 years of industry experience and holds the Series 66 designation. His prior roles include positions at B. Riley Wealth Management, National Asset Management, and Howell Wealth Management. Outside of his advisory work, he serves as president of MESSTER MO LTD, a tax financial business, and holds a part-time role with the Village of Lakewood, IL. Arlington Wealth Management provides wealth management and discretionary investment management primarily to individual clients, including high-net-worth households. The firm uses a structured client process and combines proprietary quantitative models with qualitative research to offer a range of strategies, including defined-outcome ETFs and faith-based/ESG options.

Jordan Jacobs is a financial advisor with Estate & Trust Advisors in Riverwoods, IL. He holds Series 63 and Series 65 licenses and has 16 years of industry experience, all with his current firm. Estate & Trust Advisors serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm provides discretionary and non-discretionary portfolio management, wealth management, and financial planning, using a strategic core-and-satellite asset allocation with institutional mutual funds, ETFs, and individual securities.

Lindsey Cannata is a Certified Financial Planner® with 12 years of industry experience, currently practicing at Cannata & Company, LLC in Roselle, IL. She previously worked at Commonwealth Financial Network for 12 years and has been with Cannata & Company since 2014. Lindsey is also a licensed notary public. Cannata & Company provides comprehensive financial planning services to individuals and families, focusing on estate planning, business succession, retirement, education funding, and cash-flow management. The firm delivers tailored planning engagements without discretionary portfolio management or custody of client assets.

Daniel Dame is a financial advisor at PMG Wealth Management with 40 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. He has worked at PMG Wealth Management since 2016 and has been associated with LPL Financial since 2009. Outside of his advisory role, he acts as a broker for various non-variable insurance products through Dame Financial Services. PMG Wealth Management serves individuals, trusts, estates, and business owners with discretionary investment management, financial planning, and retirement-plan consulting. The firm manages customized portfolios using a combination of fundamental, technical, and charting analysis, often blending in-house management with outside managers to address client-specific needs.

Matthew Nadeau is a CFA® charterholder with 20 years of industry experience. He is a principal at Barzideh & Nadeau Wealth Management LLC, a firm he joined in 2025. His prior experience includes roles at Apollon Wealth Management, Triad Advisors Inc, Piershale Financial Group, and Ameriprise. Barzideh & Nadeau Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $60 million across about 93 client relationships. The firm combines fundamental, technical, quantitative, and sector analysis within asset-allocation frameworks, providing discretionary portfolio management that integrates financial planning and implements investments across various asset classes.

Donald Monsen is a CFP® professional with 19 years of industry experience, currently affiliated with Woodfield Financial Advisors, Inc. He has previous experience with Independent Financial Group LLC and Woodfield Planning Corp, where he has worked since 1986. Woodfield Financial Advisors provides personalized financial planning and investment management services to individuals, trusts, charitable organizations, and small businesses, managing approximately $230 million for several hundred clients. The firm focuses on portfolio construction based on client risk profiles, ongoing management, and detailed insurance planning, offering both discretionary management and limited-scope planning engagements.

Daniel Levy is a financial advisor at Kuhn Wealth Management Inc. in Schaumburg, IL, holding a Series 66 credential with nine years of industry experience. His prior roles include positions at DAI Securities LLC, Concorde Investment Service, LLC, T3 Trading Group, LLC, and Bottarelli Research. Kuhn Wealth Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, using a wrap-fee investment approach that incorporates fundamental, technical, and quantitative analysis alongside modern portfolio theory and both long- and short-term trading strategies.

Barbara Bridgman is a financial advisor at Succession Financial, Inc. with a Series 65 credential and three years of industry experience. Her prior work includes roles at WealthStar Advisors, LLC, Mueller Financial Services, Inc., and operating her own advisory practice. Succession Financial, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering discretionary investment management, comprehensive financial planning, retirement plan consulting, and tax preparation services. The firm utilizes a combination of fundamental analysis and modern portfolio theory with both passive and active strategies.

Jeffrey Chapracki is a financial advisor at Brentview Investment Management, LLC with 23 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley, Capital Market Consultants, Citigroup Global Markets, and BNY Mellon Advisors. Brentview Investment Management primarily serves high-net-worth individuals and institutional clients, offering discretionary portfolio management with a focus on a fundamentally driven Dividend Growth investment approach. The firm is employee-owned, certified as a Minority Business Enterprise, and notable for its integration across various wrap-fee and managed account platforms.

Elizabeth Schneider is a CFP® professional with 31 years of industry experience. She currently serves as an advisor at Whealthy Empowerment Network and is also involved with Infinity Wealth Company, LLC, where she provides investment advisory services. Her prior roles include positions at CliftonLarsonAllen Wealth Advisors, LLC, and Adviceperiod, LLC. WHealthy Empowerment Network offers discretionary investment management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy across a broad investment universe and serves clients through a two-advisor team without imposing account minimums.

Leslie Herr is a financial advisor at Simplified Wealth Management, LLC with 18 years of industry experience and holds the Series 66 designation. Herr has worked at firms including JP Morgan Securities and Auburn Group, and is involved in non-investment activities such as managing office operations for Signal Hill Partners and MJG Construction, as well as serving as a managing member and insurance agent at Our Family Office, LLC. Simplified Wealth Management serves individual and high-net-worth clients with discretionary and non-discretionary asset management and financial planning. The firm employs a mix of fundamental, technical, and cyclical analysis to support various investment strategies, including options trading, and provides client-specific portfolio monitoring and reporting.

David Schlesselman is a financial advisor at KDM Wealth Management Inc. in Geneva, IL, holding a Series 65 designation with eight years of industry experience. He is part of a three-advisor team at KDM Wealth Management. KDM Wealth Management serves individuals, trusts, estates, charitable organizations, and retirement plans with customized wealth management and discretionary portfolio management. The firm emphasizes low-cost, diversified portfolios using index and passive investments combined with fundamental analysis and strategic allocations.

Paul Costello is a Series 65-licensed financial advisor with eight years of industry experience. He has worked at Costello Financial Planning, Inc. since 2018 and previously spent three years at Deutsche Bank Securities, Inc. He is also a partner at Brothers Tax LLC, a tax preparation firm. Costello Financial Planning serves individuals, families, employer retirement plans, and private foundations, offering wealth management, retirement-plan consulting, and tax preparation support. The firm follows a “Personal CFO” process that includes developing investment policy statements, portfolio selection, and ongoing monitoring, with an investment approach based on fundamental analysis and a long-term, buy-and-hold strategy.

Stephen Smith is a financial advisor with Stephen Smith Financial Inc. in Schaumburg, Illinois. He holds a Series 65 designation and has 10 years of industry experience. His prior work includes roles at Significant Wealth Partners LLC, Capital Management Consultants, Inc., and Atkins & Associates. He is also an author. Stephen Smith Financial Inc. provides discretionary investment advisory and managed-account services to individual and high-net-worth clients. The firm offers tailored portfolio management across various asset classes and utilizes AI and machine-learning tools alongside traditional financial planning methods.

Jeffrey Martin is a financial advisor at KDM Wealth Management Inc. with 21 years of industry experience. He holds a Series 65 designation and previously worked at Hieser Webb Capital Management and Webb Financial Advisors. KDM Wealth Management is a fee-based SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a long-term, low-cost investment approach focused on diversified portfolios using index and passive investments alongside fundamental analysis.

John Gomez is a financial advisor with Brentview Investment Management, LLC, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has worked at several firms including Nuveen Securities LLC, Santa Barbara Asset Management, and Voya Investment Management Co. LLC. Gomez serves as President of Brentview Investment Management and is responsible for marketing and client services. Brentview Investment Management serves high-net-worth individuals and institutional clients, providing discretionary separate-account portfolio management with a focus on a bottom-up, fundamentally driven Dividend Growth investment approach. The employee-owned firm is certified as a Minority Business Enterprise and offers multiple dividend growth strategies through a broad range of wrap and unified managed account platforms.

Jeffrey Moran is a CFA® charterholder and an advisor at SCV Capital LLC with five years of experience at the firm and 22 years in the industry, including 17 years at PPM America. He is based in Tower Lakes, Illinois. SCV Capital LLC provides discretionary and non-discretionary investment management primarily to pooled investment vehicles and institutional clients such as banks, pension funds, and nonprofit organizations. The firm employs fundamental analysis for public equities and detailed reviews for private securities, focusing on long-term strategies while allowing for shorter-term adjustments as needed.

Timothy Olmstead is a financial advisor with Signature Financial Services, Ltd in Arlington Heights, IL, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been affiliated with multiple related entities within the Signature group since 2000, including First Heartland Capital, Inc. and Signature Brokerage Services Inc. Signature Financial Services provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and business entities. The firm’s investment approach is asset-allocation driven and grounded in modern portfolio theory, utilizing model portfolios, institutional strategists, and a range of investment vehicles including mutual funds and ETFs.

Patrick Mc Gough is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He has been with Geometric Wealth Advisors, LLC since 2016. Geometric Wealth Advisors provides personalized wealth management to individuals, families, and trusts, combining discretionary investment management with financial planning and tax-related services. The firm follows a long-term, broadly diversified investment approach and supports multi-generational planning with in-house tax professionals and periodic estate-plan reviews.