Joel Regier is a financial advisor at Bondurant Investment Advisory, LLC with six years of industry experience. He holds a Series 65 credential and previously worked at Fifth Third Bank and Millennium Investment and Retirement Advisors, among other firms. Regier also teaches adult financial education classes through Regier Private Wealth Management, LLC. Bondurant Investment Advisory provides discretionary investment management, financial planning, pension consulting, and private fund-related services to individuals, trusts, corporations, and retirement plans. The firm customizes portfolios based on client objectives and risk tolerance, using quantitative methods and may employ derivatives strategies for hedging and income generation.

Adam Wilson is a Series 65-licensed advisor at Stabile Investment Management with one year of industry experience. His prior work includes roles at Sevita Health, Anixter - Wesco, Surgical Care Affiliates, and DeVry University. Stabile Investment Management serves individual and high-net-worth clients by providing discretionary and non-discretionary portfolio management and investment consulting. The firm emphasizes diversification and fundamental analysis within a documented Investment Policy Statement, regularly reviews portfolios, and generally avoids IPOs, SPACs, and cryptocurrencies.

Giacomo Manfredini is a financial advisor at FMI Financial, Ltd. with a Series 65 designation and one year of industry experience. Prior to joining FMI Financial in 2026, he worked at GoldStone Financial Group and has educational experience at Elmhurst University and Nazareth Academy. FMI Financial, Ltd. provides investment advisory services to institutional investors, high-net-worth individuals, corporate retirement plans, trusts, and estates. The firm offers discretionary portfolio management, investment consulting, and financial planning, emphasizing a long-term, diversified approach and individualized Investment Policy Statements.

Michael Madden is a financial advisor at Madden Funds Management with 26 years of industry experience. He holds a Series 65 designation and has been with Madden Funds Management since 1994. The firm provides financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. Madden Funds Management focuses on tailored investment programs using asset-class funds managed primarily by Dimensional Fund Advisors, supplemented by Fidelity funds, with an emphasis on diversification and long-term holdings.

Michael Evans is a financial advisor at Cogent Strategic Wealth LLC in St. George, UT, holding a Series 65 designation with 16 years of industry experience. He has been with Cogent Strategic Wealth since 2009. Cogent Strategic Wealth manages approximately $266 million across nearly 100 client relationships, serving individuals, trusts, charitable organizations, and participant-directed retirement plans. The firm employs a Personal Chief Financial Officer model, using diversified, primarily passive investment portfolios with ESG and tax-sensitive options, supported by third-party managers and advanced portfolio analysis techniques.

Christopher Plahm is a CFP® professional with 25 years of experience in financial advising. He is a partner at Stonebridge Wealth Management LLC in Oak Brook, IL, where he has worked since 2011, and he also serves as managing member and CCO of Tall Pines Capital, LLC. His career includes prior roles at Commonwealth Financial Network and APW Capital, Inc. Stonebridge Wealth Management serves individuals, trusts, corporations, partnerships, and tax-exempt entities, managing approximately $283 million for around 288 clients. The firm provides discretionary investment management, financial planning, and family-office/business consulting, using customized portfolios that incorporate ETFs, separate account managers, and individual securities, with a fiduciary approach to client assets.

Christopher Much is a CFP® professional with 18 years of experience in financial advising. He has worked at CTS Financial Planning, Inc. since 2013 and also has a background at Certified Insurance Consultants, Inc. since 2012. Much holds Series 63 and Series 65 licenses. CTS Financial Planning serves individual and high-net-worth clients with comprehensive financial, retirement, and investment planning, along with discretionary asset management and in-house tax preparation services. The firm employs an active, technically driven investment approach and integrates tax and accounting capabilities within a small advisory team managing over $313 million in assets.

Brian Wilson is a financial advisor at Stabile Investment Management with 19 years of industry experience. He holds a Series 65 designation and has been with Stabile Investment Management since 2008. He also has an ongoing role with Financial Solutions Advisory Group dating back to 2004. Stabile Investment Management serves individual and high-net-worth clients by providing discretionary and non-discretionary portfolio management along with on-demand investment consulting. The firm emphasizes diversification and fundamental analysis within a documented Investment Policy Statement and conducts regular portfolio reviews.

Rachel Barnard is a financial advisor at Midway Capital Research & Management LLC with 17 years of industry experience. She holds the Series 65 designation and has been with Midway Capital since 2008. Midway Capital Research & Management serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations by providing discretionary portfolio management, financial planning, consulting, and retirement-plan advisory services. The firm uses a bottom-up fundamental research process with a value-oriented approach and offers customized portfolios to address client-specific needs.

Jonathon Much is a financial advisor at CTS Financial Planning, Inc. in Chicago, IL, with 10 years of industry experience. He holds the ChFC® designation and a Series 65 license. Much has been with CTS Financial Planning since 2015 and also worked at Certified Insurance Consultants, Inc. from 2015 to 2020 and again from 2020 to the present. CTS Financial Planning serves individual and high-net-worth clients with comprehensive financial, retirement, and investment planning, along with discretionary asset management and in-house tax and accounting services. The firm emphasizes active, technical, and cyclical investment management using proprietary models to manage risk and incorporates tax and insurance services within its offering.

George Kontos is a financial advisor at Bull & Bear Advisors LLC based in Chicago, IL. He holds a Series 65 designation and has been with Bull & Bear Advisors since 2024. Prior to his advisory role, Kontos worked as a Baseball Analyst for NBC Universal and held various positions with multiple Major League Baseball teams. He also serves as Director of Business Development at Bull & Bear LP, a global macro fund and private equity firm. Bull & Bear Advisors serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and oversight of custodial and held-away accounts. The firm employs a blend of fundamental, technical, and charting analysis, including the use of options and derivatives within separately managed accounts.

Cem Karsan is a financial advisor at Kai Wealth LLC with a Series 65 designation and over a decade of industry experience. He has previously worked at Aegea Capital and currently maintains a role with Kai Volatility Advisors LLC. Outside of his advisory work, he manages a personal real estate investment vehicle through Saffron Capital Partners LLC. Kai Wealth LLC provides investment management and advisory services to sophisticated and high-net-worth clients, utilizing multiple strategies including quantitative models, short selling, and derivatives. The firm serves individuals, pooled investment vehicles, and corporations through both discretionary and non-discretionary arrangements, with a focus on manager selection and concentrated portfolio decision-making.

Anthony Kratofil is a CFP® professional with 21 years of industry experience, currently serving as the sole advisor at Vital Wealth Management, LLC in Rosemont, IL. He has worked at Charles Schwab and Charles Schwab Bank since 2007 and teaches an introductory stock selection class as an adjunct professor at Moraine Valley Community College. Vital Wealth Management provides investment management and integrated financial planning to individuals, high-net-worth clients, trusts, corporations, retirement plans, tax-exempt entities, and municipal clients. The firm employs portfolio optimization and efficient-frontier analysis to create diversified allocations, offering discretionary implementation and annual reviews alongside retirement plan fiduciary services.

Barry Leslie is a financial advisor at Leslie Global Wealth, LLC with 28 years of industry experience. He holds the CFP® designation and Series 63 license and has been associated with Leslie Global Wealth since 2012 and LPL Financial since 1998. Outside of his advisory work, he manages LGW Aviation, LLC, an entity formed for owning and leasing an aircraft. Leslie Global Wealth serves individuals, high net worth clients, trusts, estates, and charitable organizations, offering comprehensive portfolio management and financial planning. The firm uses a combination of fundamental, quantitative, and qualitative analysis with an emphasis on asset allocation and fixed-income strategies, and supplements traditional wealth services with tax planning and real estate analysis.

Marguerite Collins is a financial advisor at New England Research & Management, Inc. with 16 years of industry experience. She holds Series 63 and Series 65 designations and has been with the firm since 1990. New England Research & Management provides discretionary investment management primarily to high-net-worth individuals and families, managing a range of account types including trusts, retirement plans, and estates. The firm customizes portfolios to individual client objectives and utilizes a variety of securities and strategies, including the use of margin and derivatives.

Ryan McNeilly is a financial advisor at Kenora Financial, LLC with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Invesco, LLC since 2008. In addition to his advisory role, McNeilly is a part-time partner at Ryan McNeilly & Associates, CPAs, LLC, where he is involved in tax planning and preparation. Kenora Financial serves individual and high-net-worth clients, providing financial planning, investment counseling, and tax-related advice with a focus on customized portfolio management. The firm’s approach emphasizes separately managed accounts built using Value Line research, tax-aware rebalancing, and tailored risk management, and it also offers financial education through client seminars and reports.

Thomas Westrick is a CFP® professional with 27 years of experience in the financial services industry. He is the sole advisor at RPC Private Wealth, LLC and has held positions at firms including Private Vista, LLC, APW Capital, Inc., and Retirement Programs, LLC. Outside of his advisory role, he works as a financial consultant at Retirement Programs Co. LLC, where he assists with financial planning and client management. RPC Private Wealth provides discretionary portfolio management to individuals, high-net-worth clients, and pension/profit-sharing plans through three distinct platforms. The firm’s investment approach emphasizes mutual funds, ETFs, and real estate funds, managing accounts with discretionary authority and tailored client investment policies.

Imani Change is a CFP® professional with four years of industry experience, currently serving as an advisor at The Change Advisory Group, LLC. Prior to joining the firm, Imani worked at Amazon and Amazon UK for a total of seven years. Outside of financial advising, Imani owns and operates a real estate development and property management business focused on refurbishing and renting apartment buildings. The Change Advisory Group primarily serves high-net-worth individuals and related entities, offering discretionary portfolio management alongside financial planning and consulting for trusts, IRAs, retirement accounts, and employer-sponsored plans. The firm uses customized portfolios with a range of investment strategies informed by fundamental equity analysis and fixed-income structuring, serving a varied client base that includes institutional and governmental entities.

Tyler May is a financial advisor at Forest Asset Management LLC with six years of industry experience. He holds a Series 65 designation and has worked at Forest Asset Management since 2018, following three years at ConAgra Brands. Forest Asset Management LLC serves individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory, primarily using passive and evidence-based mutual funds and ETFs, with discretionary portfolio management and financial planning services.

Joshua Gerry is a financial advisor at The Invictus Collective, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Vestgen Wealth, LPL Financial, Professional Wealth Advisors, and Equitable of NY. The Invictus Collective serves high-net-worth individuals, trusts, estates, corporations, and institutional clients with financial planning, consulting, and portfolio management. The firm offers tailored portfolios using a range of investment vehicles and provides both discretionary and non-discretionary management, including advisory services to other advisers and management of private pooled investment vehicles.