Paul Brandwein is a financial advisor at PCFO Capital with nine years of industry experience. He holds Series 63 and Series 65 licenses. His prior work history includes roles at First Trust Advisors L.P. and related entities from 2018 to 2025, as well as positions at other firms and companies dating back to 2016. PCFO Capital provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm uses a combination of fundamental analysis and modern portfolio theory with a long-term trading orientation, tailoring portfolios to clients’ goals, tax considerations, and risk tolerances.

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.

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.

Alexander Arellano is a financial advisor at Lakeshore Capital Group, Inc. with 14 years of industry experience. He holds Series 63, 65, and 66 licenses and serves as Director of Tax and Financial Planning at Lakeshore Tax Consulting Group, Inc., where he manages tax preparation tasks. His work history includes roles at Commonwealth Financial Network and Clean Slate Bookkeeping and Tax. Lakeshore Capital Group, Inc. is an SEC-registered investment adviser that provides financial planning and discretionary portfolio management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers services including tax analysis, retirement and estate planning, insurance analysis, and education savings planning, utilizing both fundamental and technical analysis to tailor asset allocations to client objectives and risk tolerance.

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.

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.

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 in Naperville, IL, holding Series 66 and Series 65 credentials and with 10 years of industry experience. His prior roles include positions at Fifth Third Bank, The Northern Trust Company, Calamos Advisors LLC, and Osaic FA, Inc. HK Private Client is a small, supported registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and financial planning services. The firm uses quantitative tools and model-driven analysis to tailor portfolios and integrates financial planning into advisory relationships while also offering standalone planning engagements.

Patrick Kirvan is a financial advisor with Advanced Planning Advisors Group Inc. in Naperville, IL, holding a Series 65 credential and 14 years of industry experience. His work history includes roles at Advanced Planning Advisors Group Inc. since 2017 and Gradient Advisors, LLC from 2012 to 2021. Kirvan is also involved in fixed insurance sales as a licensed insurance agent. Advanced Planning Advisors Group Inc. provides investment advisory services primarily to individual clients, including high-net-worth individuals, as well as trusts and estates. The firm focuses on asset management through a co-advisor arrangement with Gradient Investments, LLC, offering financial planning services at no additional charge.

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.

Mary Kilberg is a financial advisor with Masus Financial Group, Ltd., holding Series 63 and Series 66 designations and possessing 16 years of industry experience. She has been with Masus Financial Group since 2005. In addition to her advisory role, she is a licensed notary public. Masus Financial Group provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a multi-disciplinary research approach and manages diversified portfolios, serving approximately 296 client relationships with $190.6 million in discretionary assets under management as of December 31, 2025.

Scott Neubauer is a Series 65-licensed financial advisor at Wisdom Investments with two years of industry experience. His background includes roles at Solace Hospice & Palliative Care and Watershed Ministries, reflecting a diverse career path. Neubauer is based in Hoffman Estates, IL. Wisdom Investments offers discretionary investment management and financial planning to individuals, nonprofits, and retirement plans. The firm employs a long-term, buy-and-hold strategy based on Modern Portfolio Theory and the Efficient Market Hypothesis, providing tiered planning services and client education through seminars and workshops.

Lisa Conrath Bova is a financial advisor at Lenity Financial, Inc. with 22 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has been with Lenity Financial since 2016. Outside of her advisory work, she is a senior independent consultant for BeautyCounter and a partner and blogger for Simply Better Choices, a health and wellbeing blog. Lenity Financial, Inc. is a fee-only, state-registered investment adviser serving high-net-worth individuals, business owners, professionals, families, trusts, estates, and select institutional clients. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement plan consulting with participant education, using strategic, diversified allocations tailored to clients’ objectives, risk tolerance, and tax situations.

Katherine Kennedy is a financial advisor at Baldwin Financial Advisors, LLC with two years of industry experience. She holds the Series 66 designation and has previous experience working at Equitable Advisors. Baldwin Financial Advisors serves individual and small-business clients by providing modular financial planning, advisory consulting, and educational seminars. The firm focuses on consultative financial planning without offering portfolio management services, emphasizing diversification and coordination with tax and legal professionals.

Deborah Ittner is a financial advisor at Ahlbeck Financial with 20 years of industry experience. She holds a Series 66 designation and has worked at Cetera Investment Advisers LLC and Cetera Financial Specialists LLC prior to joining Ahlbeck. In addition to her advisory role, she serves as Assistant Treasurer for the Maine Township School Treasurer, providing accounting functions. Ahlbeck Financial offers portfolio management primarily to individual and high-net-worth clients, tailoring investment strategies to clients’ goals, time horizons, and risk tolerances. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical analysis, providing discretionary management across multiple asset classes with regular account reviews.

Connor Hickey is a CFA® charterholder with seven years of industry experience. He currently works at The Invictus Collective, LLC and previously was employed at Cantor Fitzgerald & Co. and US Bank. Hickey also spent four years at The University of Chicago and nine years at the Chicago Golf Club. The Invictus Collective provides financial planning, consulting, and investment management services to a concentrated client base including high-net-worth individuals, trusts, corporations, and institutional investors both domestically and internationally. The firm employs diversified portfolios constructed with independent managers, ETFs, mutual funds, individual securities, and structured products, using a process informed by Modern Portfolio Theory and an internal Investment Committee.

Ian Kos is a financial advisor at Tetley Investments, LLC, holding a Series 65 designation and 14 years of industry experience. He has been with Tetley Investments since 2012 and 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 provides discretionary asset management and financial planning services to individuals, including high-net-worth clients, as well as pension plans, corporations, charitable organizations, and trusts. The firm employs a disciplined investment process combining quantitative and fundamental research with a global asset-allocation perspective, managing portfolios with a long-term horizon and a range of asset types.

John Heneghan is a financial advisor at Servant Financial, Ltd. with 21 years of industry experience. He holds a Series 65 designation and has been with Servant Financial since 2004. Servant Financial provides personalized investment management for individuals, trusts, family offices, and various institutional clients, with a particular focus on advising Opportunity Zone farmland funds and alternative investments. The firm emphasizes risk management through diversified, tax-efficient portfolios and employs AI-assisted research tools, managing approximately $143.6 million in regulatory assets under management as of 2025.

Darin Roth is a financial advisor with Cambier Capital, LLC, holding a Series 66 designation and 11 years of industry experience. He has previously worked at 2642 Capital, LLC, Stenger Tax Advisory, LLC, Stenger Family Office, LLC, Morgan Stanley, and Guggenheim Investments. Roth is a co-founder and former operational manager of Stenger Tax Advisory LLC, a certified public accounting firm. Cambier Capital provides wealth management and investment services to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, corporations, and business entities. The firm offers customized portfolios using mutual funds, ETFs, individual equities, and fixed-income securities, employing a long-term investment approach alongside fundamental and technical analysis.

Robert Pick is a financial advisor at RightWise Wealth in Elmhurst, IL, holding a Series 65 designation. He has 16 years of prior experience working at Bain & Company. RightWise Wealth serves individual clients, including high-net-worth households, providing comprehensive financial planning and discretionary investment management guided by Modern Portfolio Theory. The firm integrates third-party tools for tax filing and estate planning and structures its client relationships with an intensive first year of meetings followed by annual reviews.