Nathaniel Kuhn is a financial advisor at Kuhn Wealth Management Inc. with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Kuhn Wealth Management since 2013, with prior experience at Concorde Investment Services and DAI Securities. He also serves as president of Chicagoland 1031 Exchange, advising on 1031 exchanges. Kuhn Wealth Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a wrap-fee only model, using fundamental, technical, and quantitative analysis alongside modern portfolio theory, offering ETF-based strategies and access to third-party managers and platforms.

Charles Brown III is a financial advisor at CB3 Financial Group, Inc. in Glen Ellyn, Illinois, with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has been with CB3 Financial Group in various capacities since 2006. The firm provides investment management and wealth-planning services to individuals, families, business entities, and nonprofit organizations. CB3 offers discretionary portfolio management through several programs that utilize fundamental, technical, and quantitative analysis, including an aggressive strategy focused on global equities and emerging companies in generative artificial intelligence.

Vincent Incerto is a financial advisor at Tilden Loucks & Woodnorth LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LaSalle St. Securities, L.L.C. since 2013, following an eight-year tenure at TrancenDex. Tilden Loucks & Woodnorth, LLC provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, charitable organizations, and small businesses. The firm emphasizes fundamental and qualitative research, asset allocation, and long-term investment strategies, operating largely under a subadvisory arrangement with Roberts, Glore & Co.

William Laipple is a CFP® with 25 years of industry experience, currently a partner at Stonebridge Wealth Management LLC in Oak Brook, IL. He has worked at Stonebridge since 2011 and has held roles at APW Capital, Inc. and Comprehensive Asset Management Serving Inc. since 2016. Stonebridge Wealth Management serves individuals, trusts, corporations, partnerships, tax-exempt entities, and other legal entities, managing approximately $283 million for around 288 clients. The firm provides customized portfolio construction and offers discretionary investment management, financial planning, and family-office/business consulting services.

Joann May is a CFP® and PFS™ credentialed financial advisor with 19 years of industry experience. She has been with Forest Asset Management LLC since 2006. In addition to her advisory role, she serves as a general partner in an investment club, Riverside Fund Money Club, since 1995. Forest Asset Management LLC provides discretionary portfolio management and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm follows a long-term, asset-allocation-driven investment approach using primarily passive and evidence-based funds, supported by written investment policy statements and portfolio modeling techniques.

Peter Claeys is a financial advisor with Arbor Financial Services, LLC in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Arbor Financial Services since 2012 and is also involved with Profitability Concepts & Consulting, LLC, a holding company for Arbor Financial Services. Arbor Financial Services provides discretionary portfolio management and limited financial planning to individuals, including high-net-worth clients, as well as trusts and estates. The firm uses firm-developed model portfolios and a combination of analytical methods to manage client assets, typically on a discretionary basis, and offers both bundled wrap-fee and unbundled advisory services.

Dominic Mirretti is a financial advisor at Mirretti Perryman Wealth Strategies, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Mirretti Perryman Wealth Strategies since 2016. Outside of his advisory role, he coaches youth hockey for the Evanston Youth Hockey Association. Mirretti Perryman Wealth Strategies provides discretionary portfolio management, financial planning, and retirement-plan services to individuals, trusts, and retirement plans, including high-net-worth clients. The firm utilizes risk-based and tax-aware model portfolios and incorporates third-party sub-advisers and platforms to manage client accounts through wrap fee arrangements.

Andrew Kaminski is a financial advisor at HK Private Client, LLC in Naperville, IL, holding Series 65 and Series 66 licenses with 10 years of industry experience. His prior roles include positions at Fifth Third Bank, The Northern Trust Company, Calamos Advisors LLC, and Osaic FA, Inc. HK Private Client is a small, supported registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and financial planning services. The firm integrates quantitative tools and tailored advice to construct and monitor portfolios aligned with clients’ financial objectives and risk tolerance.

Patrick Kirvan is a financial advisor with Advanced Planning Advisors Group Inc. in Naperville, IL, holding a Series 65 designation and 13 years of industry experience. He previously worked at Gradient Advisors, LLC, and has been with Advanced Planning Advisors Group in various capacities since 2017. Kirvan is also involved in fixed insurance sales as part of his business activities. Advanced Planning Advisors Group Inc. provides investment advisory services to individuals, high-net-worth clients, trusts, and estates through a co-advisor model and financial planning at no extra cost. The firm refers assets to an SEC-registered third-party manager for portfolio management and custodian services, focusing on model selection aligned with clients’ risk tolerance and reviewing accounts quarterly.

Norman Chiodras is a CFP® professional with 40 years of experience in the financial industry. He has been associated with Mack Investment Securities, Inc. for 36 years and owns Retirement Planners, Inc. (dba RPI, Inc.), where financial planning and fixed insurance products are offered. Outside of finance, he is a freelance trumpet player with the DuPage Symphony Orchestra Brass Quintet and serves as treasurer for Holy Spirit Ministries, a nonprofit organization, as well as a board member of the Briarwood Lakes HOA in Oak Brook, IL. Mack Investment Securities, Inc. advises individuals, pension and profit-sharing plans, corporations, and other custodial accounts through discretionary and non-discretionary portfolio management, manager-of-managers programs, and financial planning. The firm’s investment approach combines oversight of independent sub-advisers with firm-run model strategies that employ technical, seasonal, and tactical indicators, allowing for tactical asset shifts and use of ETFs, including leveraged and inverse products.

Deborah Ittner is a financial advisor at Ahlbeck Financial with 20 years of industry experience. She holds a Series 66 designation and has worked at Cetera Investment Advisers LLC and Cetera Financial Specialists LLC prior to joining Ahlbeck. In addition to her advisory role, she serves as Assistant Treasurer for the Maine Township School Treasurer, providing accounting functions. Ahlbeck Financial offers portfolio management primarily to individual and high-net-worth clients, tailoring investment strategies to clients’ goals, time horizons, and risk tolerances. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical analysis, providing discretionary management across multiple asset classes with regular account reviews.

Kristin Sweis is a financial advisor at Paradigm Money Management, LLC with 17 years of industry experience. She holds the Series 66 designation and has previously worked at TD Ameritrade, Inc. and Spotlight Asset Group, Inc. before joining Paradigm in 2020. Paradigm Money Management provides financial planning and retirement-plan advisory services to individuals and business entities, focusing on tiered planning engagements and 3(21) ERISA plan support. The firm acts primarily as a planner and coordinator, recommending third-party managers and advisory platforms while monitoring their alignment with client objectives.

Connor Hickey is a CFA® charterholder with seven years of industry experience. He currently works at The Invictus Collective, LLC and previously was employed at Cantor Fitzgerald & Co. and US Bank. Hickey also spent four years at The University of Chicago and nine years at the Chicago Golf Club. The Invictus Collective provides financial planning, consulting, and investment management services to a concentrated client base including high-net-worth individuals, trusts, corporations, and institutional investors both domestically and internationally. The firm employs diversified portfolios constructed with independent managers, ETFs, mutual funds, individual securities, and structured products, using a process informed by Modern Portfolio Theory and an internal Investment Committee.

Ian Kos is a financial advisor at Tetley Investments, LLC, holding a Series 65 designation and 14 years of industry experience. He has been with Tetley Investments since 2012 and has served as a teaching assistant at Northwestern University's Kellogg Graduate School of Business since 2011, where he prepares class materials and grades MBA-level coursework. Tetley Investments provides discretionary asset management and financial planning services to individuals, including high-net-worth clients, as well as pension plans, corporations, charitable organizations, and trusts. The firm employs a disciplined investment process combining quantitative and fundamental research with a global asset-allocation perspective, managing portfolios with a long-term horizon and a range of asset types.

John Heneghan is a financial advisor at Servant Financial, Ltd. with 21 years of industry experience. He holds a Series 65 designation and has been with Servant Financial since 2004. Servant Financial provides personalized investment management for individuals, trusts, family offices, and various institutional clients, with a particular focus on advising Opportunity Zone farmland funds and alternative investments. The firm emphasizes risk management through diversified, tax-efficient portfolios and employs AI-assisted research tools, managing approximately $143.6 million in regulatory assets under management as of 2025.

Darin Roth is a financial advisor with Cambier Capital, LLC, holding a Series 66 designation and 11 years of industry experience. He has previously worked at 2642 Capital, LLC, Stenger Tax Advisory, LLC, Stenger Family Office, LLC, Morgan Stanley, and Guggenheim Investments. Roth is a co-founder and former operational manager of Stenger Tax Advisory LLC, a certified public accounting firm. Cambier Capital provides wealth management and investment services to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, corporations, and business entities. The firm offers customized portfolios using mutual funds, ETFs, individual equities, and fixed-income securities, employing a long-term investment approach alongside fundamental and technical analysis.

Akiva Goodman is a Series 65-licensed financial advisor with The Nestegg Group, Inc. in Lincolnwood, IL, where he has worked since 2014. He has 11 years of industry experience. The Nestegg Group, Inc. provides discretionary, fee-only investment advisory services to individuals, retirement plans, trusts, estates, business entities, and charitable organizations. The firm manages approximately $331 million across about 187 client relationships, using a range of mutual funds, ETFs, and alternative investments guided by asset allocation and manager analysis.

Robert Pick is a financial advisor at RightWise Wealth in Elmhurst, IL, holding a Series 65 designation. He has 16 years of prior experience working at Bain & Company. RightWise Wealth serves individual clients, including high-net-worth households, providing comprehensive financial planning and discretionary investment management guided by Modern Portfolio Theory. The firm integrates third-party tools for tax filing and estate planning and structures its client relationships with an intensive first year of meetings followed by annual reviews.

Krzysztof Garlewicz is a CFP® and Series 66-registered advisor with 18 years of industry experience. He has worked at ProsperiFi LLC since 2017 and previously spent seven years with LPL Financial. In addition to his advisory work, he is an author associated with the Financial Freedom Formula and has engaged in speaker and content creation activities. ProsperiFi LLC provides advisory services to individuals, pension and profit-sharing plans, corporations, and family-owned businesses. The firm employs a multi-faceted investment approach incorporating fundamental, quantitative, and technical analysis, along with modern portfolio theory, and offers access to alternative investments and third-party money managers.

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.