Keith Nyborg is a Series 65-licensed advisor with 26 years of industry experience, currently affiliated with Kenora Financial, LLC in Des Plaines, IL. He has worked at 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 across taxable and tax-deferred accounts. The firm emphasizes customized separately managed accounts with diversified equity holdings and a tax-aware, value-oriented investment approach.

Karen Natkin is a financial advisor at Moonstone Asset Management, Inc. with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Moonstone since 2008. Moonstone Asset Management serves individual and high-net-worth clients as well as corporate retirement plans, providing discretionary asset management alongside financial planning and consulting. The firm uses fundamental, technical, and cyclical analysis to guide security selection and manages tailored portfolios that may include a variety of investment instruments.

Tamra Wener is a CFP® with 15 years of industry experience currently serving at Mosaic FI LLC. She previously worked at RW Financial Planning, LLC, and Rivkin & Rivkin, LLC. In addition to her advisory work, she is an adjunct instructor at Northwestern University School of Professional Studies. Mosaic FI LLC offers portfolio management, comprehensive financial planning, and small-business pension consulting to individuals, families, trusts, estates, and corporate clients, including high-net-worth households. The firm emphasizes long-term portfolio management supported by tailored investment policy statements and employs a range of analytical techniques and asset classes.

David Pedley is a financial advisor with Treetop Wealth Management, LLC in Northfield, IL, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with Treetop Wealth Management since 2010. Treetop Wealth Management provides discretionary wealth management and comprehensive financial planning to individuals, small businesses, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm uses a risk-management, client-specific approach to develop tailored asset allocations with actively managed mutual funds, ETFs, bonds, and alternative investments, managing portfolios primarily on a discretionary basis.

Timothy Ziemba is a CFP®, CFA®, and holds a Series 65 license with 12 years of industry experience. He has been with IRON Financial LLC since 2019, following five years at Life Line Financial Group and Life Line Wealth Management. IRON Financial, together with its affiliate IRON Wealth Holdings, serves individuals, trusts, charitable organizations, and private funds by providing discretionary portfolio management, ongoing financial planning, personalized indexing, and private investment advisory services. The firm employs a combination of fundamental, technical, and quantitative analysis in managing a diverse range of strategies and acts as a private fund sponsor and adviser with performance-based compensation elements.

Mark Levin is a CFP® with 10 years of industry experience, currently serving at Reap in Wealth Management, LLC. He has been associated with Secure Your World since 2010. Outside of his advisory role, Levin is an outside insurance brokerage agent specializing in fixed insurance products and serves as vice president of the Malibu Cove Homeowners association in Wheeling, IL. Reap in Wealth Management serves individual and high-net-worth clients by providing personalized financial planning and access to third-party portfolio management. The firm offers a comprehensive planning approach covering cash-flow, tax, retirement, education funding, insurance review, and estate-planning referrals, operating through a fee-based model and utilizing multiple sub-advisors and model platforms for investment management.

Robert Bower is a CFA® charterholder with four years of industry experience, currently serving as an advisor at The Invictus Collective, LLC since 2021. Prior to this, he worked for seven years at Health Care Service Corporation. He is also involved as a manager and investor in Invictus Proprietary Opportunity 1 LLC and Invictus Private Group 1, LLC, entities that invest in a synthetic graphite manufacturer, Monomyth Anovion, LLC. The Invictus Collective provides financial planning, consulting, and portfolio management services to high-net-worth individuals, trusts, estates, corporations, and institutional clients. The firm integrates traditional wealth management with advisory services for pooled investment vehicles and other advisers, employing a variety of investment vehicles and strategies tailored to client objectives.

Ronald Fox is a financial advisor at Certitude Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Certitude Advisors since 2014. The firm serves individual and institutional private clients, including senior corporate executives, entrepreneurs, and nonprofit entities, providing discretionary investment management and comprehensive financial, retirement, and tax planning. Certitude Advisors emphasizes a long-term investment horizon, independent security analysis, and individualized portfolio management.

David Madison is a Series 65-licensed advisor with 12 years of industry experience, currently serving at Estate & Trust Advisors since 2013. He is based in Riverwoods, IL, and is part of a four-advisor team. Estate & Trust Advisors serves individual and high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm offers custom-built portfolio management and wealth planning using a strategic core-and-satellite asset allocation with institutional mutual funds, ETFs, and individual securities.

Margaret Twombly is a financial advisor at Twombly Asset Management LLC with 28 years of industry experience. She has been with Twombly Asset Management since 2008. The firm provides discretionary portfolio management to individuals, high-net-worth clients, and related entities, using a diversified, multi-strategy approach that includes equities, fixed income, and tactical overlays informed by economic data.

Timothy Klauke is a financial advisor at Blue Bison Investments with 22 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Global Eye Investments and Global Eye Investments Corporation. Blue Bison Investments provides discretionary investment management to individuals, businesses, and nonprofit organizations, managing approximately $18.3 million in advisory assets. The firm focuses on individual-stock selection complemented by funds, uses documented investment policies and risk controls, and maintains formal referral relationships with accounting professionals alongside an affiliated insurance services business.

Robert Leon is a financial advisor with Harbour Financial Resources, Ltd., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Harbour Financial Resources since 1994. Outside of his advisory role, he serves as Chief Financial Officer of Patricia Rhodes Inc. Harbour Financial Resources, Ltd. provides investment supervisory services and financial planning to individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a non-discretionary investment approach based on client profiles, risk questionnaires, and a combination of fundamental and technical analysis.

Michael Mcnitt is a CFP® professional with 13 years of industry experience. He has worked at Highview Capital Management, LLC since 2020 and previously spent five years at BMO Private Bank. Highview Capital Management is a small advisory team managing approximately $416 million for individuals, high-net-worth clients, and various institutional and household entities. The firm offers wealth management, ongoing portfolio management, and financial planning, employing a multi-strategy investment approach that combines fundamental, quantitative, technical, and qualitative analyses.

Peter Newman Jr. is a CFA® charterholder with 12 years of experience in the financial advisory industry. He has been with Peak Wealth Planning, LLC since 2014 and previously worked at the University of Illinois for 27 years. Peak Wealth Planning is a small, supported advisory firm serving individual, high-net-worth, trust, and select institutional clients. The firm employs an asset-allocation driven investment approach using low-cost mutual funds and ETFs, and provides financial planning, discretionary investment management, and due diligence on alternative investments.

Ryan Hass is a Certified Financial Planner (CFP®) with 10 years of industry experience, currently serving at RF&L Wealth Management, LLC since 2016. He holds the Series 65 registration and is a partner in BREAKING EIGHTY, LLC, an investment-related entity. RF&L Wealth Management provides advisory services to individuals, retirement plans, trusts, charitable organizations, and small businesses, employing an investment approach grounded in Modern Portfolio Theory and diversified, evidence-based strategies. The firm integrates third-party solutions and offers both discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting.

Sean Connolly is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He is currently with Avocet Capital Management LLC, where he has worked since 2024. Prior to that, he spent 14 years at Tyderium Capital LLC. Avocet Capital Management provides discretionary investment management and hourly financial planning to high-net-worth individuals, trusts, estates, and business clients. The firm uses a combination of quantitative optimization, fundamental and technical research, and employs options and derivatives strategies within separately managed accounts, focusing on a concentrated client base.

David Williams is a CFA® charterholder with 28 years of industry experience. He has been the sole advisor at Williams Capital Management Company since 1995. Williams Capital Management is an independent registered investment adviser that provides portfolio management and investment advice to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm combines fundamental and cyclical analysis in its investment approach and manages a substantial portion of client assets on a non-discretionary basis, serving primarily higher-net-worth and institutional clients.

Gerald Howell II is a financial advisor at Arlington Wealth Management with 15 years of industry experience and holds the Series 66 designation. His prior roles include positions at B. Riley Wealth Management, National Asset Management, and Howell Wealth Management. Outside of his advisory work, he serves as president of MESSTER MO LTD, a tax financial business, and holds a part-time role with the Village of Lakewood, IL. Arlington Wealth Management provides wealth management and discretionary investment management primarily to individual clients, including high-net-worth households. The firm uses a structured client process and combines proprietary quantitative models with qualitative research to offer a range of strategies, including defined-outcome ETFs and faith-based/ESG options.

Jordan Jacobs is a financial advisor with Estate & Trust Advisors in Riverwoods, IL. He holds Series 63 and Series 65 licenses and has 16 years of industry experience, all with his current firm. Estate & Trust Advisors serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm provides discretionary and non-discretionary portfolio management, wealth management, and financial planning, using a strategic core-and-satellite asset allocation with institutional mutual funds, ETFs, and individual securities.

Gregory Hadley is a financial advisor at Core Capital Management and Research Inc. with 12 years of industry experience. He holds the Series 65 and Series 66 licenses and has previously worked at Brookwood Investment Group and Belpointe Asset Management. Hadley also serves as an options trading instructor for Online Trading Academy, a role he has held for over a decade. Core Capital Management and Research serves individuals, trusts, estates, charitable organizations, and business entities with portfolio management, asset allocation, and financial planning services. The firm employs a mix of fundamental and technical analysis and incorporates derivatives strategies in client portfolios, managing approximately $298.8 million in assets.