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.

Daniel Mauro is a financial advisor at Patrick Mauro Investment Advisor, Inc. with 23 years of industry experience. He holds a Series 65 designation and has been with Patrick Mauro Investment Advisor, Inc. since 2002. Outside of his advisory role, he serves as Chief Investment Officer for Army Capital, LLC, a proprietary equity trading and investment entity, in a non-compensated capacity. Patrick Mauro Investment Advisor, Inc. is an SEC-registered firm that manages discretionary portfolios for individuals, pension plans, trusts, and various entities. The firm employs tailored investment strategies including laddered bonds and growth-and-income equities, and integrates coordinated tax and estate planning through third-party providers.

Freddy Garcia is a CFP® with 27 years of industry experience, currently serving as an advisor at Left Brain Wealth Management, LLC in Naperville, IL. He has held roles at Capitas Financial Midwest LLC and The Leaders Group, Inc. since 2016. Left Brain Wealth Management provides discretionary asset management, financial planning, and 401(k) consultative services to individuals, trusts, corporations, and retirement plans. The firm uses a proprietary platform combining fundamental, technical, and quantitative analysis to customize portfolios across various asset classes, including equities, fixed income, ETFs, mutual funds, and option strategies.

Kevin Kleinman is a financial advisor at Blue Haven Capital, LLC with eight years of industry experience. He holds a Series 65 credential and has worked at Blue Haven Capital since 2018. Prior to that, he was involved with Shoot90 and WatchHimTrade.com for several years. Blue Haven Capital is a fee-only investment adviser serving individuals, high net worth clients, trusts, estates, family foundations, and charitable organizations. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory, using low-cost mutual funds and ETFs alongside options strategies and select private credit and equity investments tailored to client suitability.

Prakhar Bansal is a CFA® charterholder with one year of industry experience, currently serving as a financial advisor at V2 Financial Group, LLC. Prior to joining V2 Financial Group, he spent eleven years at The University of Chicago and took a year for extended travel. V2 Financial Group provides discretionary asset management and financial planning to individuals and small businesses, managing approximately $350 million in client assets. The firm’s investment approach combines modern portfolio theory with macroeconomic and behavioral analysis, using strategic allocations along with tactical adjustments informed by fundamental and technical research.

Alice Brown is a financial advisor at CB3 Financial Group, Inc. in Glen Ellyn, IL, with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with CB3 Financial Group since 2006. CB3 Financial Group provides investment management and wealth-planning services to individuals, families, business entities, and non-profit organizations. The firm offers actively managed equity and bond strategies, derivatives, and alternative investments through discretionary portfolio management programs that utilize fundamental, technical, and quantitative analysis.

Daniel Alberth is a CFP® with 27 years of industry experience, currently with Athena Advisor Services, LLC, where he has worked for 15 years. Prior to that, he spent 10 years at Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as treasurer for the Schaumburg High School Band Boosters and co-hosts the Fierce Fiduciary Podcast, which focuses on financial education. Athena Advisor Services, LLC serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $82.2 million for about 187 clients. The firm offers discretionary asset management and financial planning, employing a combination of fundamental, technical, and cyclical analysis across various investment strategies with regular portfolio supervision and rebalancing.

Robert Kuhn is a partner at Kuhn Capital Partners with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Epus Global Energy, LLC. In addition to his advisory role, Kuhn operates as an independent insurance agent and is involved in managing several investment-related businesses and private funds. Kuhn Capital Partners serves individual and high-net-worth clients as well as pooled investment vehicles, providing discretionary asset management, financial planning, retirement rollover advice, and access to third-party managed solutions. The firm constructs portfolios based on client objectives, risk tolerance, and time horizon, employing fundamental and technical analysis and offering alternative investments and private funds for qualified clients.

Thomas Guyett is a financial advisor at Cantlon Financial Planning LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Waterstone Financial Group, Inc. and Dreher & Associates, Inc. since the early 2000s. Cantlon Financial Planning LLC provides personalized financial planning and discretionary asset management to individuals, trusts, estates, and charitable organizations. The firm employs client-specific investment programs documented by investment policy statements and utilizes fundamental analysis, including options and other derivatives strategies, while conducting monthly account reviews.

Ethan Czerwinski is a financial advisor at Ascension Financial with a Series 65 designation and six years of experience through his own consulting business. He has been with Ascension Financial since 2023. Outside of his advisory role, he operates Czerwinski Consulting LLC, a non-investment-related business. Ascension Financial is a small, fee-only advisory firm serving individual and high-net-worth clients, as well as trusts, estates, and qualified retirement plans. The firm actively manages portfolios using a combination of fundamental, quantitative, and technical analysis, employing strategies such as derivatives and margin for hedging and income generation.

Kristopher Kessler is a financial advisor at Asset Strategies, Inc. with 23 years of industry experience. He holds the Series 66 designation and has worked previously at WestPark Capital Inc and American Trust Investment Services, Inc. Mr. Kessler is a managing member and 50% owner of AmTru Fund Management LLC, where he manages an SPV related to AI inference ventures. Asset Strategies, Inc. provides discretionary portfolio management and financial planning to individual and charitable clients. The firm employs a combination of fundamental, technical, charting, and cyclical analysis, implementing both long- and short-term strategies across various asset classes.

Jack Cannata is a CFP® with 33 years of industry experience, currently serving at Arkadios Wealth Advisors. He previously worked at Commonwealth Financial Network for 21 years and is the owner and managing member of Cannata & Company, LLC, a private entity facilitating securities, advisory, and insurance business. Outside of advising, he provides tax preparation and accounting services as a CPA and acts as co-trustee for family-related trusts. Arkadios Wealth Advisors is an enterprise firm with 151 advisors that offers wealth management services, focusing on comprehensive financial planning and investment advisory.

Osman Arain is a CFA charterholder with 10 years of industry experience. He currently serves as an advisor at Evansbrook Capital Management and previously worked at Romano Brothers and PNC Wealth Management. Evansbrook Capital Management serves individual clients, families, trusts, estates, businesses, charities, and retirement plans by providing discretionary investment management, custom portfolio construction, and qualified plan consulting. The firm employs a strategic, diversified asset-allocation framework supported by multiple analytical approaches and manages over $225 million with a small advisory team.

Allison Meers is a CFP® professional with four years of industry experience. She has worked at Pebble Valley Wealth Management since 2021 and previously was with CIBC from 2012 to 2021. Pebble Valley Wealth Management serves individual, charitable, and corporate clients, offering discretionary portfolio management, financial planning, and pension consulting. The firm’s investment approach includes asset allocation and mutual fund/ETF selection supported by technical analysis and third-party research, with a notable use of derivative-based option strategies within separately managed accounts.

Irfan Galaria is a financial advisor at Galaria Capital Management, LLC with nine years of industry experience. He holds Series 65 and Series 66 licenses. Outside of his advisory role, he is also the physician and president of Galaria Plastic Surgery & Dermatology, a medical-surgical practice he has operated since 2009. Galaria Capital Management serves individuals, families, trusts, small businesses, and employer retirement plans, providing discretionary portfolio management and investment planning. The firm customizes strategies based on client age, risk tolerance, and time horizon, emphasizing asset allocation and diversification while accommodating faith-based or socially conscious preferences when practicable.

Thomas Stecich is a financial advisor at Athena Advisor Services, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked with Purshe Kaplan Sterling Investments and Athena Advisor Services since 2013. Outside of his advisory role, he serves as a volunteer firefighter and treasurer for the Ogden Dunes Amateur Radio Club. Athena Advisor Services provides asset management and financial planning to individuals, trusts, estates, and business entities. The firm offers discretionary portfolio management and ongoing planning services, using fundamental, technical, and cyclical analysis to tailor portfolios that are reviewed quarterly.

Peter Jankovskis is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Arbor Financial Services, LLC since 2021. He previously worked at Oakbrook Investments, LLC for 12 years. Arbor Financial Services provides discretionary portfolio management and limited financial planning primarily to individuals, including high-net-worth clients, as well as trusts and estates. The firm uses proprietary model portfolios and a combination of analytical methods to manage client assets, typically on a discretionary basis.

Anita Mauro is a financial advisor at Patrick Mauro Investment Advisor, Inc. She holds a Series 65 designation and has four years of industry experience. Prior to joining Patrick Mauro Investment Advisor, she worked at Thompson Coburn, LLP for six years. Patrick Mauro Investment Advisor, Inc. is an SEC-registered firm that manages portfolios for individuals, pension and profit-sharing plans, trusts, estates, and various business and charitable entities. The firm provides discretionary investment management and coordinated tax and estate planning support, employing strategies such as laddered bonds for capital preservation and dividend-focused equity investments.

Lindsey Feyereisen is a CFP® and holds a Series 65 license, with nine years of industry experience. She has been with Laureate Wealth Management, LLC since 2014. Laureate Wealth Management provides investment advisory, financial planning, estate planning, and family office coordination services to individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and other entities. The firm uses a strategic asset allocation process that includes various investment vehicles and manages both discretionary and non-discretionary accounts, with notable involvement in pooled investment vehicles and affiliated fund activities.