John Souter Jr. is a financial advisor at Rail-Splitter Capital Management LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Delta Investment Management, LLC. Rail-Splitter Capital Management provides investment advisory services to high-net-worth individuals, families, trusts, and estates, offering both discretionary and non-discretionary portfolio management. The firm employs a fundamentally driven, long-term approach with personalized client engagement and sponsors a wrap fee program that includes transaction and custodial costs within its advisory fee.

Mart Mcclellan is a financial advisor at Macro Wealth Management, Inc. with 18 years of industry experience. He holds a Series 65 designation and has been with Macro Wealth Management since 2007. In addition to his advisory role, Mcclellan is an orthodontist and owns McClellan Orthodontics, where he works approximately 125 hours per month. Macro Wealth Management serves individual and high-net-worth clients as well as certain retirement and profit-sharing plans, focusing on comprehensive financial planning and asset allocation. The firm typically implements investment strategies by directing clients to third-party money managers and supports clients through periodic reviews and documented investment policy statements.

Brock Von Holt is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. He has worked at Von Holt Financial Advisors, Inc. since 2018. Von Holt Financial Advisors is an independent, fee-only registered investment adviser that provides discretionary portfolio management and ongoing financial planning to individual and trust clients. The firm manages approximately $107 million, employs a Modern Portfolio Theory investment framework, and primarily uses no-load mutual funds and ETFs.

John Bever is a financial advisor with Phase III Advisory Services, LTD, holding a CFP® designation and a Series 63 license, with 42 years of industry experience. He has been with Phase III Advisory Services since 1984 and also associated with Osaic Wealth, Inc. since 1989. Bever provides life insurance illustrations and solutions and serves as a notary public offering services to clients. Phase III Advisory Services, Ltd. offers discretionary and non-discretionary investment management, portfolio monitoring, and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $162 million in assets for around 366 clients using tailored portfolios that combine fundamental and technical analysis, with options including advisor-managed portfolios and a Unified Managed Account.

Brian Vogler is a CFA® charterholder with three years of industry experience. He is currently with Highview Capital Management, LLC, where he has worked since 2022. His prior experience includes roles at Holman, Fitch Ratings, and Wheels, Inc. Highview Capital Management provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a variety of analytical methods to implement asset-allocation strategies tailored to client goals and risk tolerance, managing approximately $363.6 million in regulatory assets.

Mark Schwartz is a financial advisor with Estate & Trust Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Re-Direct Securities Corp. since 2001 and with Estate & Trust Advisors since 1997. In addition to advisory services, he is involved in fixed insurance products. Estate & Trust Advisors serves individual and high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and other business entities. The firm offers custom portfolio management using a strategic core-and-satellite approach and provides wealth management, financial planning, and participant consulting services.

Phillip Guerrero is a CFP® professional with 28 years of industry experience. He is a financial advisor at PMG Wealth Management, where he has worked since 2017, and also maintains a longstanding affiliation with LPL Financial since 2007. Guerrero holds Series 63 and Series 66 licenses and serves as a trustee for the PMG Wealth Management 401(k) Plan. He is also a licensed Illinois notary public. 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, and offers named strategies such as the “Advance & Protect” approach, blending in-house management with third-party referrals and fiduciary consulting.

Christopher Barberini is a financial advisor at Lakeshore Capital Group, Inc. with 14 years of industry experience. He holds a Series 66 designation and has previously worked at J.W. Cole Advisors, INC., Global Financial Private Capital LLC, and Horner Tax Advisory Group. Outside of advisory work, he provides tax preparation and consultation services as an independent contractor. Lakeshore Capital Group, Inc. offers financial planning and discretionary portfolio management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm combines fundamental and technical analysis to create tailored asset allocations across various investment types and incorporates both in-house and third-party model portfolios.

Nicole Sullivan is a CFP® and holds a Series 66 license with 13 years of industry experience. She has been with Prism Planning Partners since 2018 and previously worked at Alera Investment Advisors, GCG Financial, Securian Financial Services, and Minnesota Life Insurance Company. Prism Planning Partners provides discretionary investment management along with financial planning and consulting services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing passive, asset-class exposure and using no-load mutual funds, ETFs, and model portfolios from Focus Partners Advisor Solutions.

Mark Burka is a CFA® charterholder and holds a Series 65 license with 21 years of industry experience. He has been with Mendel Money Management Inc. since 2022, having previously worked at Ziegler Capital Management, LLC for 17 years. Outside of his advisory work, he serves on the board of directors for Indian Peaks Brewing Company and participates on endowment committees for nonprofit music organizations. Mendel Money Management provides discretionary and non-discretionary investment supervisory services, financial planning, and consulting to individuals, retirement plans, trusts, charitable organizations, and corporate entities. The firm manages approximately $317 million in client assets and uses a blend of fundamental, technical, and cyclical analysis supported by third-party research, with a distinctive use of options and other derivatives primarily for income generation or protection.

Benjamin Armstrong is a CFA® charterholder with 17 years of industry experience. He has been with Conifer Bay Capital LLC since 2017 and previously worked at RMB Capital Management, LLC from 2011 to 2017. Armstrong is a part owner and manager of Belgravia Partners LLC, a family-owned investment entity. 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 strategies, using fundamental, technical, and cyclical analysis along with modern portfolio theory, and includes unique practices such as margin trading and option strategies.

Martin Jankelowitz is a Series 65 licensed advisor at The Planning Group with two years of industry experience. Prior to joining The Planning Group, he worked at Willis Towers Watson for five years and operated an independent consulting business from 2021 to 2023. He continues to engage in independent consulting, dedicating part of his time to this activity. The Planning Group serves individuals, pension and profit-sharing plans, and business entities through a multi-advisor team, providing discretionary portfolio management and financial planning tailored to client goals. The firm employs a combination of fundamental analysis and modern portfolio theory to construct long-term, asset-allocation-driven portfolios, primarily using mutual funds and ETFs.

William Herr is a CFP® with 28 years of industry experience. He is affiliated with Trader Wealth Management, LLC and has held roles at Rothschild Financial Partners, Infinite Alpha Advisors, LLC, and his own firm, William Herr and Associates, where he also prepares tax returns as a CPA. Herr serves as an advisor and general partner to private investment funds through Infinite Alpha Capital Management. Trader Wealth Management, LLC provides personalized financial planning and investment management primarily for individuals, including high-net-worth clients, as well as trusts, pensions, charitable organizations, and small businesses. The firm emphasizes strategic and tactical asset allocation with global diversification and uses quantitative risk assessment tools to tailor investment approaches.

David Leuze is a financial advisor at Significant Wealth Partners LLC with eight years of industry experience. He holds the Series 66 designation and has worked at Merrill Lynch and Camping World prior to joining his current firm. Significant Wealth Partners serves individual, high-net-worth, and corporate clients by providing discretionary portfolio management and financial planning. The firm employs a blend of fundamental, quantitative, technical, and modern portfolio theory analyses to construct customized investment strategies, including managed accounts and, when appropriate, referrals to third-party managers or alternative private investments.

Timothy Perryman is a CFP® with 24 years of experience in the financial services industry. He is affiliated with Mirretti Perryman Wealth Strategies, LLC and has prior experience at Pinnacle Insurance and Financial Services, LLC. In addition to his advisory role, he works as an independent insurance agent. Mirretti Perryman Wealth Strategies, LLC provides discretionary portfolio management, financial planning, and retirement-plan services to individuals, trusts, and retirement plans, utilizing risk-based and tax-aware model portfolios alongside third-party sub-advisers.

Randolph Herzfeld is a financial advisor at Winslow Financial LLC with 17 years of industry experience. He holds a Series 65 designation and is the principal and founder of ActualWise Consulting LLC, an actuarial consulting firm. His prior experience includes roles at PRM Consulting Group, Centene, and Optum. Winslow Financial LLC advises individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans, providing investment management and financial planning services. The firm employs a Modern Portfolio Theory approach with a focus on asset allocation and diversification, managing accounts on a non-discretionary basis for approximately 170 clients.

Edward Gjertsen II is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Engage Wealth Group, LLC since 2020. Prior to this, he has worked at Mack Investment Securities since 1999. Outside of his advisory role, he owns and operates GJERTSEN IMAGES, selling prints of sports and wildlife photography online. Engage Wealth Group provides investment advisory and wealth management services to individuals, employer-sponsored retirement plans, foundations, and trusts. The firm employs a combination of fundamental and technical analysis for portfolio construction and offers discretionary management, financial planning, and retirement-plan consulting.

David Johnson is a CFA® charterholder and holds a Series 65 license, with 17 years of experience in the financial industry. He has been the principal advisor at ZHP Capital LLC since 2008 and serves as an adjunct faculty member at the University of Phoenix, teaching economics and finance courses. ZHP Capital LLC serves individual investors, trustees, and small businesses with portfolio management, investment consulting, pension consulting, and a subscription-style financial coaching service. The firm combines investment advisory services with accounting, bookkeeping, and tax-preparation offerings, focusing on long-term, diversified asset allocation and serving both discretionary and non-discretionary accounts.

John Ferguson is a CFP® professional with five years of industry experience, currently serving as an advisor at Patrick M. Sweeney & Associates, Inc. He has worked at the firm since 2017 and was previously employed at Illinois Wesleyan from 2013 to 2017. Patrick M. Sweeney & Associates provides personalized investment management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs a combination of fundamental analysis and selective active strategies, tailoring client relationships through various advisory and planning engagements.

Nathaniel Kuhn is a financial advisor at Kuhn Wealth Management Inc. with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Kuhn Wealth Management since 2013, with prior experience at Concorde Investment Services and DAI Securities. He also serves as president of Chicagoland 1031 Exchange, advising on 1031 exchanges. Kuhn Wealth Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a wrap-fee only model, using fundamental, technical, and quantitative analysis alongside modern portfolio theory, offering ETF-based strategies and access to third-party managers and platforms.