Ian Kos is a financial advisor at Tetley Investments, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Tetley Investments since 2012. In addition to his advisory role, Kos has served as a teaching assistant at Northwestern University's Kellogg Graduate School of Business since 2011, where he prepares class materials and grades MBA-level coursework. Tetley Investments is an independent asset management and financial planning firm serving individuals, pension plans, corporations, charitable organizations, and trusts. The firm employs a disciplined, long-term investment approach that integrates quantitative and fundamental research within a global asset-allocation framework, focusing on capital preservation and growth through diversified portfolios.

Akiva Goodman is a Series 65-licensed financial advisor with The Nestegg Group, Inc. in Lincolnwood, IL, where he has worked since 2014. He has 11 years of industry experience. The Nestegg Group, Inc. provides discretionary, fee-only investment advisory services to individuals, retirement plans, trusts, estates, business entities, and charitable organizations. The firm manages approximately $331 million across about 187 client relationships, using a range of mutual funds, ETFs, and alternative investments guided by asset allocation and manager analysis.

Krzysztof Garlewicz is a CFP® and Series 66-registered advisor with 18 years of industry experience. He has worked at ProsperiFi LLC since 2017 and previously spent seven years with LPL Financial. In addition to his advisory work, he is an author associated with the Financial Freedom Formula and has engaged in speaker and content creation activities. ProsperiFi LLC provides advisory services to individuals, pension and profit-sharing plans, corporations, and family-owned businesses. The firm employs a multi-faceted investment approach incorporating fundamental, quantitative, and technical analysis, along with modern portfolio theory, and offers access to alternative investments and third-party money managers.

Daria Mack is a financial advisor at Rail-Splitter Capital Management LLC with 24 years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial and Wintrust Investments LLC. Rail-Splitter Capital Management provides investment advisory services to high-net-worth individuals, families, trusts, and estates, focusing on fundamentally driven, long-term portfolio management that incorporates individual stocks, ETFs, bonds, and independent managers as appropriate. The firm offers both discretionary and non-discretionary services and maintains an institutional relationship with Goldman Sachs to support its investment process.

Dana Lyons is a Series 65-credentialed financial advisor with 25 years of industry experience. He has been with J. Lyons Fund Management, Inc. since 1999. J. Lyons Fund Management provides discretionary portfolio management primarily to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm utilizes a proprietary risk management and market-timing model combined with technical analysis and a relative-strength fund selection process, managing accounts on a discretionary basis with an emphasis on limiting downside risk through active timing strategies.

Greg Kenney is a financial advisor at Kenney Investments Inc. with over four years of industry experience and holds a Series 65 credential. He has been with Kenney Investments Inc. since 1989, spanning more than three decades at the firm. Kenney Investments Inc. manages portfolios for high-net-worth individuals, charitable foundations, corporations, and retirement plans, overseeing approximately $332 million in assets across a small client base. The firm employs a long-term, fundamentally driven investment approach with a focus on large-cap equities, high-quality fixed income, and diversified international exposure, tailoring portfolios to individual risk parameters and conducting quarterly reviews.

Michele Bush is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2022. Prior to joining Savant, she worked for seven years at Baril Advisors LLC. She holds a Series 65 registration and is based in Rockford, IL. Savant Wealth Management offers comprehensive wealth and investment management services to individuals, families, charitable organizations, corporations, and retirement plans. The firm employs a structured, evidence-based investment approach using model portfolios with low-cost mutual funds and ETFs, alongside tax-aware strategies and customization options, supported by a multi-advisor enterprise model and affiliated in-house services such as tax consulting and legal support.

Keith Karchmar is a financial advisor with K&H Wealth Partners, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Kestra Advisory Services, Kestra Investment Services, and TLG Advisors. Outside of his advisory work, he serves on the Board of Directors for Northbrook/Glenview School District 30. K&H Wealth Partners is a supported registered investment adviser managing approximately $66 million for around 70 clients. The firm offers portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and institutional plan sponsors, employing a range of investment strategies from long-term investing to short-term trading.

Paul Linzer is a financial advisor at Kenora Financial, LLC with 26 years of industry experience. He holds the Series 65 designation and has been with Invesco, LLC since 1990. Kenora Financial serves individual clients, including high-net-worth households, providing financial planning, investment counseling, retirement and estate planning, tax-related advice, and customized portfolio management. The firm’s investment approach focuses on customized separately managed accounts with diversified concentrated equity positions, emphasizing tax efficiency and tailored risk levels.

Debra Meyer is a Series 65-licensed financial advisor at Moonstone Asset Management, Inc. with eight years at the firm and five years of industry experience overall. Prior to joining Moonstone, she worked at Grubhub for two years. Moonstone Asset Management serves individual and high-net-worth clients as well as corporate retirement plans, providing discretionary asset management alongside financial planning and consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to build tailored portfolios that may include mutual funds, ETFs, equities, fixed income, and, when appropriate, option strategies and other leveraged instruments.

Mark Sansoterra is a CFA® charterholder with five years of industry experience, currently serving as an advisor at Highview Capital Management, LLC since 2020. Prior to this, he worked at BMO Private Bank from 2001 to 2020. Highview Capital Management LLC provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a range of analytical methods to implement asset-allocation strategies tailored to client goals and risk tolerance, managing approximately $363.6 million in regulatory assets across a small advisory team.

Brian Owen is a financial advisor at BJO Wealth Management LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BJO Wealth Management since 2013. BJO Wealth Management serves high-net-worth individuals, trusts, estates, and corporations by providing discretionary and non-discretionary portfolio management and financial planning. The firm emphasizes diversification, risk analysis, and a blend of fundamental, cyclical, and technical analysis to tailor investment strategies to each client’s objectives.

Richard Lakin is a financial advisor with IRON Financial LLC, holding a Series 65 designation and 24 years of industry experience. He has been with Iron Financial Management since 1998 and has worked as a self-employed advisor since 1987. IRON Financial LLC provides discretionary portfolio management and ongoing financial planning to individual clients, trusts, charities, and corporations, as well as pooled vehicles through its affiliate IRON Wealth Holdings. The firm manages approximately $472 million in assets and employs a combination of fundamental, technical, and quantitative analysis across various investment strategies, including active stock selection, ETF-based approaches, and private fund sponsorship.

Dax Rodriguez is a financial advisor at Cenacle Capital Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at firms including Mithril Capital LLC and DNA Securities LLC. Outside of his advisory work, he serves on the advisory board of New Leaf Capital and advises Strands Technology LLC on non-investment topics. Cenacle Capital Management provides discretionary asset management and pension consulting to a diverse range of clients, including individuals, retirement plans, and charitable organizations. The firm specializes in income-oriented option strategies and tactical asset allocation using ETFs and equities, incorporating digital-asset exchange products and offers educational programs on digital assets.

John Lyons is a financial advisor with J. Lyons Fund Management, Inc. in Deerfield, Illinois, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with J. Lyons Fund Management since 1985 and serves as the firm's president. J. Lyons Fund Management provides discretionary portfolio management primarily to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm employs a proprietary risk management and market-timing model alongside technical analysis and relative-strength fund selection, offering managed accounts, a managed 401(k) service, and subscription products delivering market guidance.

Caroline Sarles is a CFP® professional with two years of industry experience, currently advising at Hokin Investment Advisors Inc. She previously worked at Martin Investment Management LLC for nine years. Hokin Investment Advisors serves individuals, businesses, trusts, and retirement plans by offering portfolio construction, supervisory asset management, financial planning, and pension consulting. The firm emphasizes low-cost investment solutions and provides educational seminars and participant education as part of its services.

Andrew Czarkowski is a Financial Advisor affiliated with Merrill Lynch Wealth Management. He specializes in assisting individuals and families with various aspects of financial planning, including education planning, family wealth management strategies, liquidity management, new wealth management, personal retirement planning, philanthropic planning, small business strategies, investment strategy for individuals and corporations, tax minimization, and retirement income. Andrew began his career in financial services in 2010 after earning a Bachelor's Degree from the University of Texas System, where he attended the McCombs School of Business at the University of Texas at Austin. He holds the Personal Investment Advisor (PIA) designation. Based in Glenview, Illinois, Andrew focuses on building trust with his clients to understand their goals, objectives, and risk tolerance, providing education on behavioral finance to support sound decision-making. Outside of his professional work, Andrew's personal interests include basketball, boating, football, golfing, hiking, music, reading, running, skiing, and spending time with his family. He is committed to treating clients with care and respect while fostering lasting relationships.

Matthew Michel is a financial advisor at Vital Wealth Management, LLC with 15 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Vital Wealth Management in 2024, he worked at Charles Schwab & Co., Inc. for eight years. Vital Wealth Management provides investment management and integrated financial planning to individual and high-net-worth clients, trusts, corporations, and retirement plans. The firm uses portfolio optimization and efficient-frontier analysis to create diversified allocations and offers fiduciary retirement plan services along with account aggregation and performance monitoring tools.

Milton Blersch is a financial advisor at Blue Bison Investments with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has a long career background including roles at Global Eye Investments Corporation, Wrp Investments, Inc., and Blersch, Wiesner & Co. Outside of his advisory work, he is a member and CPA at Blersch Wiesner & Company LLP, a certified public accounting firm. Blue Bison Investments provides fee-based investment management to individuals, companies, and charitable organizations. The firm manages discretionary portfolios using individualized investment policy statements, with a focus on individual-stock selection and risk management through position sizing and diversification.

Brian Kenney is a CIC-designated advisor with Kenney Investments Inc. in Northfield, IL, bringing 4 years of industry experience. He has been with Kenney Investments since 1989. Kenney Investments Inc. manages portfolios primarily for high-net-worth individuals, charitable foundations, corporations, and retirement plans, overseeing approximately $332 million in assets. The firm employs a long-term, fundamentally driven investment strategy with a focus on large-cap equities, high-quality fixed income, and selective use of ETFs and mutual funds, tailoring portfolios to individual risk parameters with regular reviews.