David Murdoch is a partner at Lind Capital Partners with 18 years at the firm and nine years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with LCP GP2, LLC since 2013. Lind Capital Partners manages approximately $167 million in discretionary assets for high-net-worth individuals, business entities, and other registered investment advisers. The firm focuses on municipal fixed-income separately managed accounts and the Lind Capital Municipal Credit Income Fund, emphasizing current income through high-yield, tax-exempt municipal securities and employing fundamental and technical analysis alongside discretionary portfolio management.

Nicklaus Streit is a CFP® with six years of industry experience, currently serving as an advisor at Highview Capital Management, LLC since 2020. Prior to this, he worked at BMO Private Bank for five years. Highview Capital Management LLC provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a variety of analytical methods to implement asset allocation strategies and emphasizes ongoing monitoring and rebalancing tailored to clients’ goals and risk tolerance.

Daniel Peters is a CFP® professional with 20 years of experience in financial advising. He has worked at several firms, including Securian Financial Services and Gcg Financial, before joining Prism Planning Partners in 2018. He holds the Series 66 designation and is based in Libertyville, Illinois. Prism Planning Partners is a registered investment adviser managing approximately $241.5 million for individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, utilizing diversified, passively managed mutual funds and ETFs, complemented by multiple third-party managers and services for portfolio construction and oversight.

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.

Daria Mack is a financial advisor at Rail-Splitter Capital Management LLC with 25 years of industry experience. She holds the Series 66 designation and has worked at several firms, including LPL Financial, Wintrust Investments LLC, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Rail-Splitter Capital Management provides advisory services to high-net-worth individuals, families, trusts, and estates, focusing on fundamentally driven, long-term portfolio management using individual stocks, ETFs, bonds, and independent managers. The firm offers both discretionary and non-discretionary services, emphasizes personal client contact, and sponsors a wrap fee program that incorporates transaction and custodial costs into advisory fees.

Dana Lyons is a Series 65-credentialed financial advisor with 25 years of industry experience. He has been with J. Lyons Fund Management, Inc. since 1999. J. Lyons Fund Management provides discretionary portfolio management primarily to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm utilizes a proprietary risk management and market-timing model combined with technical analysis and a relative-strength fund selection process, managing accounts on a discretionary basis with an emphasis on limiting downside risk through active timing strategies.

Greg Kenney is a financial advisor at Kenney Investments Inc. with over four years of industry experience and holds a Series 65 credential. He has been with Kenney Investments Inc. since 1989, spanning more than three decades at the firm. Kenney Investments Inc. manages portfolios for high-net-worth individuals, charitable foundations, corporations, and retirement plans, overseeing approximately $332 million in assets across a small client base. The firm employs a long-term, fundamentally driven investment approach with a focus on large-cap equities, high-quality fixed income, and diversified international exposure, tailoring portfolios to individual risk parameters and conducting quarterly reviews.

Michele Bush is a CFP® and Series 65-registered financial advisor with 10 years of industry experience. She is currently with Prospect Financial Group LLC and previously worked at Savant Wealth Management for four years and Baril Advisors LLC for seven years. Prospect Financial Group provides fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, and retirement plans. The firm employs a strategic asset-allocation framework with selective use of separately managed accounts for stock allocations, along with documented processes for monitoring and transitioning separate managers.

Keith Karchmar is a financial advisor with K&H Wealth Partners, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Kestra Advisory Services, Kestra Investment Services, and TLG Advisors. Outside of his advisory work, he serves on the Board of Directors for Northbrook/Glenview School District 30. K&H Wealth Partners is a supported registered investment adviser managing approximately $66 million for around 70 clients. The firm offers portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and institutional plan sponsors, employing a range of investment strategies from long-term investing to short-term trading.

Scott Smith is a Series 65 licensed financial advisor with eight years of industry experience. He is affiliated with Stephen Smith Financial Inc. and has previously worked at Significant Wealth Partners LLC, Capital Management Consultants, and several other firms. In addition to his advisory role, he is involved in insurance and fixed annuity sales. Stephen Smith Financial Inc. provides discretionary investment advisory and managed-account services to individual and high-net-worth clients. The firm offers tailored investment strategies incorporating various techniques and utilizes internally developed AI and machine-learning tools to support its services.

Paul Linzer is a financial advisor at Kenora Financial, LLC, holding a Series 65 credential with 27 years of industry experience. He has been with Invesco, LLC since 1990. Kenora Financial serves individual clients, including high-net-worth households, providing financial planning, investment counseling, retirement and estate planning, tax-related advice, and customized portfolio management. The firm’s investment approach focuses on customized separately managed accounts with concentrated equity positions diversified across multiple industries, using Value Line research and tax-aware rebalancing.

Debra Meyer is a financial advisor at Moonstone Asset Management, Inc. with five years of industry experience. She holds a Series 65 credential and has worked at Moonstone since 2018. Prior to Moonstone, she was employed at Grubhub for two years. Moonstone Asset Management serves individual and high-net-worth clients as well as corporate retirement plans, managing approximately $75 million across about 68 clients with a four-advisor team. The firm combines discretionary asset management with financial planning and consulting, employing a mix of fundamental, technical, and cyclical analysis to create client-specific investment programs.

Mark Sansoterra is a CFA® charterholder with five years of industry experience, currently serving as an advisor at Highview Capital Management, LLC since 2020. Prior to this, he worked at BMO Private Bank from 2001 to 2020. Highview Capital Management LLC provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a range of analytical methods to implement asset-allocation strategies tailored to client goals and risk tolerance, managing approximately $363.6 million in regulatory assets across a small advisory team.

Brian Owen is a financial advisor with Bjo Wealth Management LLC in Arlington Heights, IL, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at Bjo Wealth Management since 2013, following tenures at Charles Schwab and Morgan Stanley DW Inc. Bjo Wealth Management provides discretionary and non-discretionary portfolio management and financial planning services primarily to high-net-worth individuals, trusts, estates, and corporations. The firm emphasizes diversified investment strategies tailored to client objectives and manages approximately $26.5 million across 60 client relationships.

Jake Owen is a financial advisor at BJO Wealth Management LLC in Arlington Heights, IL, holding a Series 65 designation with one year of industry experience. Prior to his advisory role, he worked at Walgreens for seven years and studied at Penn State University for four years. BJO Wealth Management provides portfolio management and financial planning services primarily to high-net-worth individuals, trusts, estates, and corporations. The firm emphasizes diversified investment strategies based on fundamental, cyclical, and technical analysis, managing approximately $26.5 million across 60 client relationships with a focus on discretionary assets.

Albert Von Holt is a CFP® and Series 65-licensed financial advisor with 23 years of industry experience. He has been the principal of Von Holt Financial Advisors, Inc. since 1992. The firm is an independent, fee-only registered investment adviser that provides discretionary portfolio management and financial planning to individual and trust clients. Von Holt Financial Advisors manages client assets using Modern Portfolio Theory, primarily investing in no-load mutual funds and ETFs, and coordinates with clients’ estate, tax, and insurance advisors.

Richard Lakin is a financial advisor with IRON Financial LLC, holding a Series 65 designation and 24 years of industry experience. He has been with Iron Financial Management since 1998 and has worked as a self-employed advisor since 1987. IRON Financial LLC provides discretionary portfolio management and ongoing financial planning to individual clients, trusts, charities, and corporations, as well as pooled vehicles through its affiliate IRON Wealth Holdings. The firm manages approximately $472 million in assets and employs a combination of fundamental, technical, and quantitative analysis across various investment strategies, including active stock selection, ETF-based approaches, and private fund sponsorship.

Dax Rodriguez is a financial advisor at Cenacle Capital Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at firms including Mithril Capital LLC and DNA Securities LLC. Outside of his advisory work, he serves on the advisory board of New Leaf Capital and advises Strands Technology LLC on non-investment topics. Cenacle Capital Management provides discretionary asset management and pension consulting to a diverse range of clients, including individuals, retirement plans, and charitable organizations. The firm specializes in income-oriented option strategies and tactical asset allocation using ETFs and equities, incorporating digital-asset exchange products and offers educational programs on digital assets.

John Lyons is a financial advisor with J. Lyons Fund Management, Inc. in Deerfield, Illinois, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with J. Lyons Fund Management since 1985 and serves as the firm's president. J. Lyons Fund Management provides discretionary portfolio management primarily to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm employs a proprietary risk management and market-timing model alongside technical analysis and relative-strength fund selection, offering managed accounts, a managed 401(k) service, and subscription products delivering market guidance.

Caroline Sarles is a CFP® professional with two years of industry experience, currently advising at Hokin Investment Advisors Inc. She previously worked at Martin Investment Management LLC for nine years. Hokin Investment Advisors serves individuals, businesses, trusts, and retirement plans by offering portfolio construction, supervisory asset management, financial planning, and pension consulting. The firm emphasizes low-cost investment solutions and provides educational seminars and participant education as part of its services.