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.

Katharine Schwartz is a financial advisor at Arbor Financial Services, LLC with a Series 65 designation and one year of industry experience. She previously worked at Lifestart Wellness Network for nine years before joining 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 approaches to manage client assets, typically on a discretionary basis.

Donald Cummings Jr. is a financial advisor with Blue Haven Capital, LLC in Geneva, IL. He holds Series 63 and Series 65 licenses and has 19 years of industry experience, including 20 years at Blue Haven Capital. Blue Haven Capital is a fee-only investment adviser serving individuals, high net worth clients, trusts, estates, family foundations, and charitable organizations. The firm provides tailored portfolio management, emphasizing diversified asset allocation based on Modern Portfolio Theory and a strategic buy-hold-rebalance approach using low-cost mutual funds, ETFs, and select options and private investments.

Timothy Dillow is a CFP® professional with 23 years of industry experience. He is the principal at Dillow Wealth Management LLC in Oak Brook, IL, where he has worked since 2018, previously holding positions at UBS Financial Services and LPL Financial among others. Outside of financial advising, he manages a cheese production and distribution business and is involved in business consulting and literary work through separate ventures. Dillow Wealth Management provides wealth and investment management along with financial planning for individuals, trusts, estates, businesses, and retirement plans. The firm offers customized portfolios that include mutual funds, ETFs, individual securities, and alternative investments, combining fundamental and technical analysis with both discretionary and non-discretionary services.

Michael Grady is a financial advisor at Asset Strategies, Inc with over 41 years of industry experience. His career includes roles at E.F. Hutton & Co. LLC and Chicago Capital Management Advisors, where he serves as president of the affiliated registered investment advisory. He is also a director of the Upward Foundation, a charitable organization providing support and scholarships to disadvantaged individuals. Asset Strategies, Inc. offers discretionary portfolio management and financial planning to individual and charitable clients, managing approximately $59.7 million in discretionary assets. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to implement long- and short-term investment strategies across various asset classes.

Austin Mitchell is a financial advisor at Maverick Thomas Capital with two years of industry experience. He holds a Series 66 designation and has previously worked at OneAmerica Securities, Johnson & Johnson, and Workout Anytime. In addition to his advisory role, he is involved in non-variable insurance sales. Maverick Thomas Capital is a registered investment adviser serving individual and high-net-worth clients with portfolio management and financial planning. The firm emphasizes long-term trading strategies using multiple analysis techniques and typically manages a range of mutual funds, fixed income, equities, ETFs, annuities, and select non-U.S. securities.

Maxwell Martin is a Series 65 licensed financial advisor at KDM Wealth Management Inc. in Geneva, IL, with three years of industry experience. He previously worked at KDM Investment Management, Inc. for four years and was a full-time student for ten years prior to that. KDM Wealth Management is a fee-based SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm manages approximately $112 million across about 149 client relationships, focusing on low-cost, diversified portfolios that emphasize index and passive investments combined with fundamental analysis.

Katie Blechschmidt is a CFP® professional with five years of industry experience. She has worked at FMI Financial, Ltd. since 2021 and was previously with Capital Strategies Investment Group from 2016 to 2021. FMI Financial, Ltd. provides investment advisory services to institutional investors, high-net-worth individuals, corporate retirement plans, trusts, and estates. The firm focuses on creating individualized Investment Policy Statements and employs a long-term, diversified approach using various investment vehicles, including mutual funds, ETFs, and derivatives for risk management.

Joshi Koneru is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Watershed Private Wealth since 2022. Prior to this, he worked for 15 years at Creative Planning. Watershed Private Wealth provides investment advisory services to individuals, including high-net-worth clients, trusts, estates, and pension plans, offering discretionary portfolio management and financial planning. The firm builds customized investment programs using a blend of fundamental, quantitative, technical, and modern portfolio theory analyses, and integrates financial planning into ongoing portfolio management.

Paul Craig is a financial advisor with Tower Wealth Advisors, Inc. in Wheaton, IL, holding Series 63 and Series 65 licenses and over 25 years of industry experience. He has worked at several firms, including Ausdal Financial Partners and Formula Folios Distributors, and has been associated with Tower Financial Management since 2000. Outside of his advisory role, he is a teacher in the Glenbard Township High School District and serves as the head golf coach at Wheaton College. Tower Wealth Advisors provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $47 million across about 218 accounts. The firm focuses on exchange-traded equities and offers both discretionary and non-discretionary portfolio management alongside 401(k) plan assistance.

Lindsey Cannata is a Certified Financial Planner® with 12 years of industry experience, currently practicing at Cannata & Company, LLC in Roselle, IL. She previously worked at Commonwealth Financial Network for 12 years and has been with Cannata & Company since 2014. Lindsey is also a licensed notary public. Cannata & Company provides comprehensive financial planning services to individuals and families, focusing on estate planning, business succession, retirement, education funding, and cash-flow management. The firm delivers tailored planning engagements without discretionary portfolio management or custody of client assets.

Christian Cruz is a financial advisor at Cruz Investments & Wealth Management with four years of industry experience. He holds a Series 65 designation and previously worked at Advisors Excel from 2016 to 2019. In addition to his advisory role, Cruz is licensed as an insurance agent, focusing on life and health insurance sales and policy reviews for clients. Cruz Investments & Wealth Management primarily serves pooled investment vehicles and institutional clients, offering financial planning, qualified plan management, and third-party investment adviser selection and monitoring. The firm emphasizes asset allocation using external research and analytical tools, tailoring recommendations to clients' objectives, risk tolerance, and time horizon.

Lawrence Gatz is a CFP® and holds a Series 65 license with 12 years of industry experience. He has worked at Copperwood Financial since 2020 and previously held roles at Significant Wealth Partners Inc., Capital Management Consultants, Kingsview Asset Management, Atkins and Associates, and Wealth Planning Network. Outside of his advisory work, he co-owns KLG Management Inc., which provides personal insurance and general business management consulting. Copperwood Financial offers fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and small businesses, including a specialty practice for professional athletes. The firm manages portfolios using a tactical allocation approach and provides retirement plan consulting, serving as an ERISA Section 3(38) fiduciary for employer-sponsored plans.

Christopher Casey is a CFA® charterholder with 10 years of industry experience. He has been with Windrock Wealth Management since 2013 and currently serves as an advisor at the firm in Naperville, IL. Windrock Wealth Management serves high-net-worth individuals, family offices, and retirement-plan sponsors, providing discretionary portfolio management, family office solutions, and fiduciary retirement-plan consulting. The firm uses a macroeconomic, multi-year asset-allocation approach across traditional and alternative investments and is notable for sponsoring private funds and offering those opportunities to clients alongside standard advisory services.