Nicholas Leftakes is a financial advisor at VIA IV Investments, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with VIA IV since 2020. He is also a co-owner and principal of LT Group, LLC, a real estate investment company based in Chicago. VIA IV Investments provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as businesses, charities, estates, and trusts. The firm offers diversified, custom-indexed model portfolios alongside alternative private fund access and operates a digital advice program with a lower minimum investment threshold.

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.

Brian Green is a financial advisor at Capital Management Group, Inc. in St. Charles, IL, holding a Series 65 designation with 24 years of industry experience. He has been with Capital Management Group since 2001. Capital Management Group, Inc. provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, businesses, and employee benefit plans. The firm employs a buy-and-hold investment approach with a focus on conservative fixed-income management, serving both retail and certain institutional-style clients.

Nicholas Niemi is a CFP® and holds a Series 66 license with five years of industry experience. He has worked at Sebold Capital Management since 2023 and previously held positions at Bank of America, Merrill, and The Mather Group. Sebold Capital Management provides personalized wealth management and investment advisory services to individuals, families, trusts, estates, and family-owned businesses. The firm employs a strategic asset allocation approach combining passive index and ETF exposures with selected active funds, dividend-paying equities, and municipal bonds.

Natalia Kabbe is a financial advisor at Blue Cedar Advisors LLC with two years of industry experience. She holds a Series 65 designation and has been with Blue Cedar Advisors since 2021. In addition to her work in financial advising, she is a managing partner at Kabbe Law Group LLC, a law practice specializing in estate planning and elder law. Blue Cedar Advisors provides portfolio management and integrated financial planning services primarily to high-net-worth individuals. The firm uses a combination of analytical methods and maintains a long-term trading orientation, preparing individualized Investment Policy Statements and conducting ongoing monitoring, asset allocation, and security selection.

Eric Cervantes is a CFA® charterholder with 20 years of experience at Investment Consulting Services, LLC, based in Lombard, IL. He has been with the firm since 2006. Outside of his advisory role, he is a partner in a rental property business in Texas. Investment Consulting Services, LLC provides financial planning, investment management, wealth management, and retirement plan consulting primarily to high-net-worth individuals and employer-sponsored retirement plans. The firm utilizes Modern Portfolio Theory and a combination of passive and active investment strategies, serving a small, concentrated client base with a focus on large-dollar assets.

Sean Sebold is a CFP® and CFA® with 28 years of industry experience. He is a principal at Sebold Capital Management, Inc., where he has worked since 1998. Prior to that, he has been affiliated with The Mather Group since 2026. Sebold Capital Management provides personalized wealth management and investment advisory services to individuals, families, trusts, estates, and family-owned businesses. The firm employs a strategic asset allocation approach that blends passive index and ETF exposures with select active funds, dividend-paying equities, and municipal bonds, offering both discretionary and non-discretionary portfolio management.

Noland Langford is a CFP® and holds a Series 66 license, with 26 years of industry experience. He has been with Left Brain Wealth Management, LLC since 2014 and serves as the firm’s president and CEO. Outside of his advisory role, he is also the principal owner of Left Brain Capital Management and directs several associated investment funds. Left Brain Wealth Management, LLC provides discretionary asset management and financial planning services to individuals, trusts, retirement plans, and corporations. The firm uses a proprietary platform combining fundamental, technical, and quantitative analysis to manage tailored portfolios and pooled private funds.

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.

Brian Phillips is a CFP® and holds a Series 65 license, currently serving as an advisor at Kuhn Capital Partners with two years of industry experience. Prior to joining Kuhn Capital Partners in 2025, he worked at RMB Capital and Busey Wealth Management. He is a minority owner of Bison Natural Resources, LLC, which is involved with private funds managed by Kuhn Capital Partners. Kuhn Capital Partners provides discretionary asset management, financial planning, and retirement advice to individual and high-net-worth clients, as well as pooled investment vehicles. The firm constructs portfolios based on client objectives and risk tolerance, offers access to alternative investments for qualified clients, and manages multiple private funds as adviser, sponsor, and general partner.

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.

Charles Campbell is a financial advisor at BlackWatch Financial Group, LLC with 37 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Prior to joining BlackWatch Financial Group, he worked at U.S. Bancorp Investments, Inc. for eight years. BlackWatch Financial Group serves ultra‑high‑net‑worth families and charitable organizations, offering discretionary investment management, financial planning, and multi‑family office services. The firm uses a customized investment approach that includes mean‑variance optimization across a range of traditional and alternative asset classes, along with ongoing portfolio monitoring and consolidated reporting.

Mark Doyle is a financial advisor at Clement Street Capital LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been managing his own advisory firm, Mark J Doyle Advisors LLC, since 2011. Additionally, he serves as Managing Director of Entrust Services, a non-investment business providing bill payment and financial reporting services, where he consults on operations. Clement Street Capital provides discretionary asset management and comprehensive financial planning primarily for high-net-worth individuals, trusts, corporations, retirement plans, and other legal entities. The firm builds tailored investment portfolios using a mix of equities, fixed income, ETFs, REITs, alternatives, private placements, and options, with ongoing monitoring and rebalancing.

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 at Fortune Financial Group, Inc. with 17 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Invesco Distributors, Inc. for 13 years before joining Fortune Financial Group in 2026. Fortune Financial Group provides financial planning and discretionary investment management services to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs long-term investment strategies using active and passive mutual funds and ETFs, offering comprehensive planning across multiple financial areas and managing approximately $141 million in client assets.

Thomas Theodore is a financial advisor with Wealth Strategies Counselors, Inc. in Naperville, IL, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at FSC Securities Corporation and Tax & Investment Services Inc. and serves as president of Wealth Strategies Counselors. Outside of advisory work, he owns a tax preparation and bookkeeping firm and participates as vice president on the board of his office condominium association. Wealth Strategies Counselors, Inc. offers personalized financial planning to a diverse client base, including individuals, trusts, and business entities. The firm emphasizes written, tailored plans with a combination of fundamental and technical investment analysis, generally favoring long-term purchase strategies, and operates primarily on fixed fees or retainers without discretionary portfolio management.

Frank Bodi is a financial advisor at Asset Strategies, Inc. with 41 years of industry experience. He previously worked at Landolt Securities Inc. for seven years and at IFS Securities for one year. Asset Strategies, Inc. provides discretionary portfolio management and standalone financial planning and consulting services to individual and charitable clients. The firm uses a combination of fundamental, technical, charting, and cyclical analyses, employing both long- and short-term strategies across various asset classes.

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.

Nicole Kustok is a financial advisor at Evansbrook Capital Management with six years of industry experience. She holds a Series 66 designation and has worked at Romano Brothers and Company, Madison Capital Funding, and Sharmac Capital Funding. Kustok has been with Evansbrook Capital Management since 2023. Evansbrook Capital Management serves individual clients, families, trusts, estates, businesses, charities, and retirement plans, providing discretionary investment management, custom portfolio construction, and qualified plan consulting. The firm uses a strategic, diversified asset-allocation framework supported by various analytical approaches and manages over $225 million with a small advisory team.

David Thompson is a CFA® charterholder with 11 years of industry experience. He is a principal at Thompson Capital Management, LLC, where he has worked since 2019, and also serves as a portfolio manager and trader at Little Harbor Advisors, LLC. His prior experience includes roles at Kaizen Advisory, LLC and Typhon Capital. Thompson Capital Management provides investment management and financial planning primarily to individual and high-net-worth clients, as well as sub-advisory services to other investment advisers. The firm employs a model-driven investment approach across multiple strategies, utilizing equities, fixed income, options, and exchange-traded products, including derivatives and VIX-linked instruments, to implement tactical risk-management and quantitative elements.