Robert Pick is a financial advisor at RightWise Wealth with a Series 65 designation and 16 years of experience at Bain & Company. He has no prior industry experience in financial advising. RightWise Wealth is a small advisory firm serving individual clients through comprehensive financial planning and discretionary portfolio management, with additional tax preparation services facilitated by a third-party provider. The firm’s investment approach emphasizes low-cost ETFs, factor-based strategies, and incorporates third-party money managers and model portfolios.

Mark Madia is a CFP® professional with over 33 years of experience in financial advising. He has been with Wealth Strategies Counselors, Inc. since 1998 and has held roles at FSC Securities Corporation and Tax & Investment Services, Inc. Additionally, Madia is involved with Tax & Accounting Strategies, Inc., a tax preparation and bookkeeping firm he leads. Wealth Strategies Counselors, Inc. provides personalized financial planning to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and businesses. The firm focuses on written broad-based or modular financial plans without discretionary portfolio management and employs a combination of fundamental and technical investment analysis, generally favoring long-term purchase strategies.

Bryan Petry is a financial advisor with Stonebridge Wealth Management LLC in Oak Brook, IL, holding a Series 66 designation and 23 years of industry experience. He has worked at Stonebridge Wealth Management since 2017 and previously held positions at APW Capital, Inc., Securian Financial Services, Inc., and GCG Financial Inc. Stonebridge Wealth Management serves individuals, trusts, corporations, partnerships, tax-exempt entities, and other legal entities, managing approximately $283 million for about 288 clients. The firm offers discretionary investment management, financial planning, and family-office/business consulting, focusing on customized portfolios that incorporate ETFs, separate account managers, and third-party strategies.

Marina Solomon is a financial advisor at Left Brain Wealth Management, LLC with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Left Brain Wealth Management since 2014. Outside her advisory role, she serves as an administrative assistant and non-registered fingerprint individual for The Leaders Group Broker Dealer. Left Brain Wealth Management provides discretionary asset management, financial planning, and 401(k) consultative services to individuals, trusts, corporations, and retirement plans. The firm utilizes a proprietary security-evaluation platform to tailor portfolios according to client objectives and risk tolerances.

Austin Kight is a financial advisor at Cambier Capital, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including 2642 Capital, LLC, ALPS Distributors, Inc., PT Asset Management LLC, Performance Trust Capital Partners LLC, Innovator Capital Management, Foreside Fund Services, LLC, and Weber Shandwick. Cambier Capital provides continuous wealth and investment management services to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, corporations, and other business entities. The firm offers customized portfolios using mutual funds, ETFs, individual equities, and fixed-income securities, employing a primarily long-term investment approach with flexibility to adjust based on client objectives or market conditions.

Jing Chen is a CFA® charterholder with one year of experience in the financial industry. Chen has worked at K2 Wealth Management LLC since 2024 and previously held positions at Forge Global and MSCI. K2 Wealth Management LLC provides discretionary investment management and comprehensive financial counseling to individuals, high-net-worth clients, and related trusts and estates. The firm employs a range of investment strategies including fundamental analysis, factor investing, and quantitative optimization, and offers services such as retirement planning, advanced tax and estate planning, and coordination with third-party money managers.

Ryan Finn is a financial advisor at Apis Financial Group, LLC with 12 years of industry experience. He holds Series 66, Series 65, and Series 63 licenses and has worked at firms including E*Trade Securities and Great Point Capital. Finn is also president of Command Financial Group LLC, a mortgage brokering business. Apis Financial Group provides investment management and financial planning services to individual clients, including high-net-worth households. The firm employs a disciplined approach using asset allocation, fundamental and technical analysis, and Modern Portfolio Theory principles, offering fee-only services with no account minimums.

David Pequet is a financial advisor with MPI Wealth Management LLC in Hinsdale, IL, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He previously worked at MPI Investment Management for 32 years before joining MPI Wealth Management in 2019. Outside of his advisory role, he serves as Director and Treasurer of the Roger B. Chaffee Scholarship Fund and is an officer of Duck Lake Inn LLC, a cottage rental business. MPI Wealth Management provides discretionary investment management and sub-advisory services to institutional and individual clients, including pension plans, investment advisers, banks, corporations, charitable organizations, and high-net-worth individuals. The firm employs a combination of quantitative techniques, technical and fundamental analysis, and macroeconomic research to tailor diversified portfolio strategies across fixed income, dividend equity, and total return equity investments.

Jeremiah Yi is a financial advisor with Cambier Capital, LLC in Wheaton, IL. He holds Series 63 and Series 66 licenses and has four years of industry experience. His prior roles include positions at PT Asset Management LLC, Performance Trust Capital Partners LLC, and ALPS Distributors, Inc. Cambier Capital provides wealth management and investment services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm offers customized portfolios typically consisting of mutual funds, ETFs, individual equities, and fixed-income securities, employing a long-term investment approach combined with fundamental and technical analysis and independent third-party manager oversight.

Richard Holmberg is a financial advisor at Liberty Asset Management, Inc. with 20 years of industry experience. He holds a Series 65 designation and has been with Liberty Asset Management since 2006. In addition to his advisory role, he is a partner in the law firm of Mosteller & Holmberg, P.C. Liberty Asset Management provides portfolio management and financial planning services to individuals, trusts, retirement plans, corporations, and charitable organizations, emphasizing a long-term, diversified investment approach based on Modern Portfolio Theory.

Peter Soltesz is a financial advisor with Apis Financial Group, LLC, holding Series 63, 65, and 66 designations and over 31 years of industry experience. His prior roles include positions at Waddell & Reed, Inc. and Count Consulting, LLC. Outside of finance, he serves as president of the Cook-Dupage County Beekeepers Association. Apis Financial Group provides investment management and financial planning services to individual clients, including high-net-worth households. The firm employs a blend of fundamental, technical, and cyclical analysis along with Modern Portfolio Theory principles to build diversified portfolios, offering both comprehensive and targeted planning engagements.

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.

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.

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.

Raymond Kozicki is a financial advisor at Midwest Financial Network, LLC with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at EverGreen Capital Management and Horter Investment Management. Outside of his advisory role, he operates as an independent insurance agent. Midwest Financial Network serves individual clients, including high-net-worth households, as well as businesses and retirement plan sponsors. The firm employs a Core + Satellite investment approach, offers both comprehensive and modular financial planning, and provides educational seminars, outsourced portfolio management, and consulting services to other advisers and institutional clients.

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.