Richard Borek is a CFP® certificant with 15 years of industry experience, currently serving as an advisor at SC Wealth Advisors. His work history includes roles at Secure Capital Wealth Advisors LLC and Secure Capital Management USA LLC. SC Wealth Advisors is a state-registered firm providing fee-based investment advisory services, financial planning, and pension consulting to individuals, retirement plans, trusts, foundations, and business entities. The firm employs a customized, tactical allocation approach to managing portfolios and supervises third-party money managers and managed-account platforms as appropriate.

Daniel Kaster is a Series 65–registered advisor at Mentor Capital Management Inc. with two years of industry experience. Prior to joining Mentor Capital Management in 2023, he worked at Sagent Management from 2015 to 2023. Outside of his advisory role, he is the owner of Clear Ledger Consulting LLC, which provides bookkeeping services. Mentor Capital Management primarily serves individual clients through fee-only wealth management and financial planning, using fundamental analysis within a broad asset-allocation framework and favoring passive, low-expense, index-based strategies. The firm integrates tax and investment advice through an in-house licensed CPA and manages approximately $195 million in client assets.

Brendan King is a financial advisor at Wavvest Wealth with three years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Securities LLC and Bessemer Trust Company prior to joining Wavvest Wealth. Wavvest Wealth provides portfolio management and financial planning through a technology-enabled platform that serves independent registered investment advisers as a sub-advisor, alongside a direct advisory service for individual clients. The firm focuses on diversified, long-term asset allocation and utilizes proprietary technology to support risk profiling, portfolio construction, and account monitoring.

Mark Pesavento is a CFP® and PFS™ with 19 years of industry experience. He has worked at Forest Asset Management LLC since 2006 and previously operated his own consulting firm, Mark S. Pesavento LLC, providing business consulting, transition, and valuation services. He is also president and owner of Cleco Industrial Fasteners Inc., where he serves as outside controller. Forest Asset Management LLC advises individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, asset-allocation-driven investment approach using primarily passive and evidence-based mutual funds and ETFs, supported by written investment policy statements, portfolio modeling, and third-party sub-advisers.

Emily Agosto is a financial advisor with Propel Financial Advisors, LLC in Chicago, IL, holding a Series 65 designation and 13 years of industry experience. She has worked at Merriment Advisors, LLC since 2018 and previously spent eight years with Mitchell, Vaught and Taylor, Inc. In addition to her advisory role, Emily is the owner of DW Agosto Tax Planning LLC, where she provides tax planning and accounting services. Propel Financial Advisors serves individual and high-net-worth clients with investment management and financial planning, managing approximately $38.84 million in assets for 111 clients. The firm operates as a four-advisor team with a focus on comprehensive planning, coordination with outside professionals, and offers educational seminars and workshops, integrating legal and tax considerations into client advice.

Matthew Pequet is a financial advisor with MPI Wealth Management LLC in Hinsdale, Illinois. He holds a Series 65 designation and has seven years of industry experience. Prior to his current role, he worked at MPI Investment Management Inc for 19 years. MPI Wealth Management provides discretionary investment management and sub-advisory services to a diverse client base, including institutional and individual clients such as pension plans, banks, corporations, charitable organizations, and high-net-worth individuals. The firm combines quantitative techniques, technical and fundamental analysis, and macroeconomic research to tailor portfolios aligned with client objectives.

Timothy Johnson is a financial advisor with Bard Associates Inc in Chicago, IL, holding 27 years of industry experience. He has been with Bard Associates since 1983, contributing to the firm for over four decades. Bard Associates provides discretionary portfolio management and monitoring services to individuals, retirement accounts, trusts, estates, and other entities, as well as advising partners in its affiliated private pooled vehicle, the Bard Micro-Cap Value Fund L.P. The firm employs a long-term, buy-and-hold strategy focusing on smaller-company stocks for growth and a mix of defensive instruments tailored to client risk tolerance, with investment decisions based on fundamental analysis and ongoing asset allocation adjustments.

Jon Windness is a financial advisor at Barrington Asset Management, Inc. in Chicago, IL, holding Series 63 and Series 65 registrations with 23 years of industry experience. He has been with Barrington Asset Management since 2003. Barrington Asset Management is a team-based registered investment adviser serving primarily high-net-worth individuals, pension plans, and institutional clients. The firm employs a combination of bottom-up fundamental research and top-down macroeconomic analysis to manage discretionary portfolios across a range of asset classes using model-driven programs and custom mandates.

Matthew Franz is a financial advisor at Eagle Point Capital LLC in Chicago, IL, holding a Series 65 credential with 11 years of industry experience. He has worked at Eagle Point Capital LLC since 2017 and also serves as a principal and partial owner of Eagle Point Capital Funds, LLC, where he advises on major strategic decisions. Prior to joining Eagle Point, he held roles at Aegea Capital Management and Kkm Financial, LLC. Eagle Point Capital provides discretionary investment management primarily to individuals, high-net-worth clients, corporations, and pooled investment vehicles. The firm employs a concentrated, largely unconstrained long-equity strategy focused on fundamental research to identify discrepancies between market and intrinsic value, managing accounts with generally low turnover and offering a proprietary model portfolio.

Christopher Wiesehan is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He has been with CJW Capital, LLC since 2015. Wiesehan serves as a board member of the Bright Promise Fund for Urban Christian Education, overseeing investment activities for the fund supporting Christian schools in Chicago. CJW Capital, LLC provides investment advisory, financial planning, retirement plan advisory, and donor-advised fund services to individuals, high-net-worth clients, charities, corporations, and retirement plans. The firm employs a fundamental, primarily long-term investment approach using diversified mutual funds and ETFs, with flexibility for tactical adjustments and oversight of unaffiliated independent managers.

Elizabeth Heneman is a financial advisor at Impact Financial in Chicago, IL, with one year of industry experience. She holds Series 65 and Series 63 licenses and has prior experience at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. Impact Financial serves individuals, trusts, estates, and small business owners by providing fee-only wealth management, comprehensive financial planning, and tax preparation services. The firm employs a Modern Portfolio Theory-based investment approach with a factor-based, smart-beta framework using primarily low-cost mutual funds and ETFs, alongside other asset types when appropriate.

Daniel Madden is a Series 65-licensed financial advisor with 18 years of industry experience. He has been with Madden Funds Management since 2000. Madden Funds Management provides financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm uses asset-class funds primarily managed by Dimensional Fund Advisors, supplemented by Fidelity funds, focusing on diversification and long-term holdings.

David Ventura is a financial advisor at Signet Private Wealth, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he serves as the manager of JCV Real Estate LLC, overseeing the management and repair of two multi-family rental buildings owned by family trusts. Signet Private Wealth LLC provides investment advice and wealth management primarily to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a value-oriented, primarily long-term investment approach using fundamental and technical analysis, strategic asset allocation, and model portfolios, and offers a range of services including discretionary portfolio management and financial planning.

Sinon Bennett is a financial advisor at Wavvest Wealth with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Wavvest, he worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA. Bennett also served in the United States Navy for seven years. Wavvest Wealth provides investment advisory services to individuals, trusts, and other legal entities through a digital platform that supports third-party advised clients. The firm uses a proprietary risk-profile questionnaire and algorithmic recommendations to construct and monitor portfolios, offering both discretionary and non-discretionary management primarily focused on ETFs, mutual funds, stocks, and bonds.

Benjamin Ruf is a financial advisor at Versatile Capital Management L.L.C. in Chicago, IL, holding Series 63 and Series 65 licenses with six years of industry experience. He has worked at Versatile Capital Management since 2019 and had a prior four-year period listed as retired. Versatile Capital Management serves individuals, high-net-worth clients, and various institutional and private entities through discretionary asset management and supplemental financial planning. The firm employs two quantitative, model-driven investment strategies that focus on global asset allocation and momentum-based signals, managing approximately $114 million for about 40 clients.

Wayne Casey is a financial advisor with Casey Wealth Management, Inc. in Orland Park, IL, holding a Series 66 designation and 24 years of industry experience. He has worked at Sammons Securities Co., LLC since 2009 and has been with Casey Wealth Management since its founding in 2002. Casey is the owner and president of Casey Wealth Management and also operates as an independent insurance agent. Casey Wealth Management provides customized financial planning, consulting, and investment management primarily to individual clients, occasionally serving pension and profit-sharing plans. The firm employs fundamental security analysis with a buy-and-hold strategy, offers non-discretionary management, and conducts quarterly portfolio reviews.

John Henek is a financial advisor at Quantum Capital Investments, Inc. with 14 years of industry experience. He holds a Series 65 designation and has been with Quantum Capital Investments since 2010. Quantum Capital Investments provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm employs a range of strategies including fundamental, technical, and cyclical analysis, with portfolio management tailored to clients’ goals, time horizons, and risk tolerances.

Patrick Mauro is the principal of Patrick Mauro Investment Advisor, Inc. in Oak Brook, IL, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has led his firm since 1996. Patrick Mauro Investment Advisor, Inc. is an SEC-registered advisory firm managing portfolios for individuals, pension and profit-sharing plans, trusts, estates, and various business and charitable entities. The firm provides discretionary investment management with strategies including laddered bond portfolios and growth-and-income equity approaches, emphasizing dividend-paying companies, MLPs, REITs, and commodity ETFs.

James Mihm is a financial advisor at Arta Finance based in Chicago, IL, holding a Series 66 designation with 10 years of industry experience. His prior experience includes roles at Citigroup and JP Morgan Chase Bank. Arta Finance serves primarily accredited investors, qualified clients, and qualified purchasers through a digital platform offering both discretionary managed products and self-directed investment options, utilizing a proprietary algorithm that integrates machine learning with human oversight for portfolio management.

Scott Rausch is a CFA® charterholder with 11 years of experience in the financial industry. He is currently with Bull & Bear Advisors LLC and has held roles at Bull & Bear LP and Symphony Financial. His work history also includes tenure at Bernardi Securities. Bull & Bear Advisors serves individual and high-net-worth clients with discretionary portfolio management and financial planning, using a combination of charting, fundamental and technical analysis, alongside options strategies and both long- and short-term trading. The firm provides tailored Investment Policy Statements and access to pooled and private investment vehicles.