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 with one year of industry experience. He holds a Series 65 credential and has prior roles in baseball analysis at NBC Universal and business development at Bull & Bear LP. Kontos also operates an investment company and occasionally offers clients advice or products from this activity. Bull & Bear Advisors LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients, combining charting, fundamental, and technical analysis with long- and short-term trading strategies including options and derivatives. The firm also has connections to private investment vehicles and requires clients to custody assets with select broker-dealers.

Cem Karsan is a financial advisor at Kai Wealth LLC with Series 65 credentials and one year of industry experience. He previously worked at Aegea Capital for 12 years and is affiliated with Kai Volatility Advisors LLC. Outside of advisory work, he manages a personal real estate investment vehicle through Saffron Capital Partners LLC. Kai Wealth LLC provides investment management, financial planning, and consulting primarily for high-net-worth and sophisticated investors. The firm emphasizes risk-managed portfolio construction using thematic equity strategies, alternative investments, and options-based overlays across discretionary and non-discretionary mandates.

Anthony Kratofil is a CFP® and Series 66-licensed advisor with 22 years of industry experience. He has been with Vital Wealth Management, LLC since 2018 and also teaches an introductory stock selection class at Moraine Valley Community College. Kratofil has previously worked at Charles Schwab and Morgan Stanley. Vital Wealth Management is an independent advisory firm serving individuals, high-net-worth clients, trusts, corporations, retirement plans, and government entities. The firm focuses on portfolio optimization and diversified allocations, combining discretionary portfolio management with financial planning and retirement plan advisory services.

Gary Patzik is a financial advisor at Mulberry Capital Management LLC with 10 years of industry experience and holds a Series 65 designation. His career includes roles at Budo Group LLC and Budo Securities LLC prior to joining Mulberry Capital Management. Mulberry Capital Management LLC provides discretionary asset management and sub-advisory services primarily to high-net-worth individuals and other investment advisory firms, managing about $70 million across roughly 37 client relationships. The firm employs a mix of fundamental, charting, and cyclical analysis combined with long-term and trading strategies, selectively using covered options in separately managed accounts.

Yunfan Ye is a financial advisor at Estate & Trust Advisors with a Series 65 designation and one year of industry experience. Prior to joining Estate & Trust Advisors, Yunfan held positions at Lepolion Entertainment, Jarrett Digital, American Bear Logistics, Gemdale USA Corporation, and Escape Velocity Creative Agency. Estate & Trust Advisors provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, and other entities. The firm utilizes a core-and-satellite strategic asset allocation approach combining mutual funds, ETFs, and individual securities, supported by third-party research and ongoing portfolio supervision.

Jonathan Hokin is an investment advisor representative at Hokin Investment Advisors Inc. in Northbrook, IL, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hokin Investment Advisors since 2016, where he manages client portfolios and retirement plans and leads business development. Hokin Investment Advisors provides portfolio construction, asset management, financial planning, and pension consulting services to individuals, businesses, trusts, and employee benefit plans. The firm operates under a fiduciary standard using low-cost investment vehicles and offers educational seminars and pension consulting, including participant enrollment and plan-level education.

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.

John Mailander is a financial advisor with Dinergy, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Dinergy Wealth Management since 2019 and previously spent three years at Horter Investment Management. Mailander is also president and insurance agent at A. King Financial Chartered, LTD, where he conducts life insurance sales. Dinergy is a registered investment adviser that provides discretionary investment management and financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm employs a tactical, risk- and volatility-focused approach to manage assets across various domestic and international securities, typically on a discretionary basis.

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.

Joshua Gerry is a financial advisor at The Invictus Collective, LLC in Park Ridge, IL, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Vestgen Wealth, LPL Financial, Professional Wealth Advisors, and Equitable of NY. The Invictus Collective provides financial planning, consulting, and investment management to a concentrated client base, including high-net-worth individuals, trusts, corporations, institutional investors, and other advisers. The firm constructs diversified portfolios using independent managers, ETFs, mutual funds, individual securities, structured products, and private placements, applying Modern Portfolio Theory and oversight from an internal Investment Committee.

Patrick Nord is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Treetop Wealth Management, LLC since 2010. He holds Series 63 and Series 66 licenses and is based in Northfield, IL. Treetop Wealth Management provides discretionary wealth management and comprehensive financial planning to individuals, small businesses, and various institutional clients. The firm employs a risk-management, client-specific approach with tailored asset allocation using actively managed mutual funds, ETFs, bonds, and alternative investments.

Christ Dineff is a financial advisor at Grassland Capital, LLC with five years of industry experience. He holds a Series 65 designation and has worked previously at RSM US LLP. In addition to his advisory role, he serves as IT analyst and COO at Index Environmental, a non-investment related business. Grassland Capital provides financial consulting, portfolio management, and pension consulting to individuals, retirement plans, pooled investment vehicles, and other entities. The firm manages a private pooled fund focused on asymmetric investment opportunities and employs a broad range of investment instruments tailored to client objectives.

Alexander Wasiunec is a financial advisor at Mendel Money Management Inc. He holds a Series 65 designation and has two years of industry experience. Prior to joining Mendel Money Management, he worked at Stepan Company and United Parcel Service. He serves as a board member and volunteer for the American Ukrainian Youth Association, a cultural youth organization. Mendel Money Management provides discretionary and non-discretionary investment supervisory services, financial planning, and consulting to individuals, retirement plans, trusts, charitable organizations, and corporate entities. The firm manages approximately $317 million in client assets and offers customized portfolios using a blend of fundamental, technical, and cyclical analysis, supplemented by third-party research, with a distinctive use of options and other derivatives for income generation or protection.

Gregg Shamberg is a financial advisor at Mulberry Capital Management LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked at Peak6 Capital Management LLC and Peak6 Investments, L.P. from 2010 to 2024. Mulberry Capital Management LLC provides discretionary asset management and sub-advisory services primarily to high-net-worth individuals and other investment advisory firms. The firm employs a mixed investment approach combining fundamental, charting, and cyclical analysis, alongside selective use of covered options for hedging and income generation.

Daniel Kaster is a Series 65–registered advisor at Mentor Capital Management Inc. with two years of industry experience. Prior to joining Mentor Capital Management in 2023, he worked at Sagent Management from 2015 to 2023. Outside of his advisory role, he is the owner of Clear Ledger Consulting LLC, which provides bookkeeping services. Mentor Capital Management primarily serves individual clients through fee-only wealth management and financial planning, using fundamental analysis within a broad asset-allocation framework and favoring passive, low-expense, index-based strategies. The firm integrates tax and investment advice through an in-house licensed CPA and manages approximately $195 million in client assets.

Brendan King is a financial advisor at Wavvest Wealth with three years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Securities LLC and Bessemer Trust Company. His background includes roles in both wealth management and securities. Wavvest Wealth serves individual clients directly and through sub-advisory relationships, as well as providing investment management for employer-sponsored retirement plans. The firm utilizes proprietary technology for risk profiling and portfolio construction, offering discretionary portfolio management and financial planning across a diversified range of investment types.

Emily Agosto is a financial advisor with Propel Financial Advisors, LLC in Chicago, IL, holding a Series 65 designation and 13 years of industry experience. She has worked at Merriment Advisors, LLC since 2018 and previously spent eight years with Mitchell, Vaught and Taylor, Inc. In addition to her advisory role, Emily is the owner of DW Agosto Tax Planning LLC, where she provides tax planning and accounting services. Propel Financial Advisors serves individual and high-net-worth clients with investment management and financial planning, managing approximately $38.84 million in assets for 111 clients. The firm operates as a four-advisor team with a focus on comprehensive planning, coordination with outside professionals, and offers educational seminars and workshops, integrating legal and tax considerations into client advice.