Jessica Garner is a CFP® professional with six years of industry experience. She has worked at Stevard LLC since 2016 and previously spent one year at Lakeshore Financial Services. Stevard LLC provides family office and investment advisory services to high-net-worth individuals, trusts, family LLCs, partnerships, private foundations, and family businesses. The firm offers financial planning, portfolio management, and expanded family office functions such as accounting, tax compliance, property management, insurance review, and estate planning, with an investment approach centered on multi-asset portfolios and manager selection.

John Russell is a financial advisor with Versatile Capital Management L.L.C. in Chicago, IL, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Versatile Capital Management since 2014 and has been associated with Relative Value Partners, LLC since 2007. Outside of his advisory roles, he serves as chairman of the board for Educational Choice Illinois and is a board member with Children Outreach and Community Empowerment. Versatile Capital Management serves individuals, high-net-worth clients, and various institutional and private entities through discretionary asset management and financial planning. The firm employs quantitative, model-driven investment strategies including a tactical global allocation and a strategic core asset allocation approach.

Danielle Woods is a Series 65 credentialed advisor with 21 years of industry experience. She is currently with Propel Financial Advisors, LLC and has previously worked at Merriment Advisors, LLC, DW Lenski Law Group, DW Agosto Tax Planning LLC, and Mitchell, Vaught and Taylor Inc. Woods owns DW Agosto Tax Planning LLC, a tax planning and preparation business. Propel Financial Advisors, LLC serves individual and high-net-worth clients with investment management and financial planning services. The firm operates as a four-advisor team across three offices, managing approximately $38.84 million in assets for 111 clients, and integrates legal and tax considerations into client advice through formal affiliations and educational programs.

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.

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.

Thomas Haugh is a financial advisor at Wells Street Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Street Advisors since 2019. Prior to this, he was with Najarian Family Office and PTI Securities & Futures L.P. He hosts a radio program called Stocks and Jocks focused on retirement topics and has served on the Board of Directors for the Chicago Board Options Exchange. Wells Street Advisors, LLC is an independent investment management firm serving individuals, family offices, trusts, and retirement plans. The firm employs a combination of quantitative analysis, technical analysis, and third-party research, and offers a Protected Index Program aimed at downside protection.

Ree Grossman is a financial advisor at North South Capital, LLC with 26 years of industry experience. She holds the Series 66 designation and has worked at LaSalle St. Investment Advisors, L.L.C. and LaSalle St. Securities, L.L.C. for the past 14 years. Outside of her advisory role, she serves on a local school council board in Chicago without compensation. North South Capital serves individual and high-net-worth clients, corporations, pension plans, charitable organizations, estates, and trusts. The firm offers portfolio management, retirement plan advisory services, financial planning, securities advice, and insurance product recommendations, integrating brokerage, advisory, and insurance activities within its business model.

Timothy Schlindwein is a CIC and holds a Series 65 license with 28 years of industry experience. He has been with Schlindwein Associates LLC since 1995. The firm provides discretionary and non-discretionary investment supervisory services to individual, high-net-worth, and institutional clients, as well as offering investment guidance for corporate and not-for-profit groups. Schlindwein Associates uses a proprietary fund-ranking methodology and primarily implements portfolios with mutual funds and ETFs, incorporating alternative asset categories for diversification.

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.

Daniel Haugh is a financial advisor at Wells Street Advisors, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has served in roles at Wells Street Advisors since 2014 and PTI Securities & Futures L.P. since 1987. Wells Street Advisors, LLC is an independent investment management firm providing discretionary asset management to individuals, family offices, trusts, retirement plans, and pension and profit-sharing plans. The firm employs a combination of quantitative analysis, technical research, and external resources in its investment process and offers a Protected Index Program designed for downside protection.

Brian Padden is a financial advisor at Padden Financial Planning LLC in Chicago, IL. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Padden Financial Planning, he held roles at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of his advisory work, he also spends time as a rideshare driver for Uber Technologies, Inc. Padden Financial Planning LLC is a fee-only firm serving individuals and families, including trusts, estates, and retirement plans. The firm offers comprehensive financial and tax planning services with an investment approach that emphasizes disciplined asset allocation, global diversification, and the use of primarily mutual funds, ETFs, and passive index funds.

Vinnie Maliakkal is a CFP® certificant with 11 years of industry experience, currently serving as a financial advisor at Wavvest Wealth. He previously worked at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. for over a decade, and was also associated with Vivacious Group. Outside of his advisory role, Maliakkal owns A Bunch of Randos, LLC, a business focused on photography, graphic design, and clothing. Wavvest Wealth provides discretionary portfolio management and financial planning services to individual clients and employer-sponsored retirement plans, using proprietary technology tools to support portfolio construction and ongoing monitoring. The firm manages diversified portfolios that include ETFs, mutual funds, equities, fixed-income securities, and select alternative investments.

Michael Demaray is a CFA® charterholder with five years of industry experience. He is currently with Bard Associates Inc in Chicago, IL, and previously worked at Elevated Capital LLC for 14 years and AEG Partners for one year. He is the owner and general partner of entities that are currently being wound down and does not devote time to these during the work week. Bard Associates provides discretionary portfolio management and monitoring services to individuals, retirement accounts, trusts, estates, and other entities, employing a long-term, buy-and-hold investment approach with a focus on smaller-company stocks and defensive instruments tailored to client risk tolerance. The firm also manages the Bard Micro-Cap Value Fund L.P., a private pooled vehicle, and uses fundamental analysis alongside limited derivatives and margin strategies in certain accounts.

Michael Cameron is a financial advisor at Savant Investment Advisers, Inc. with six years of industry experience. He holds a Series 66 designation and has worked at Savant & Associates, Inc. since 2013. His other business activities include insurance sales focused on fixed annuities and life insurance. Savant provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, trusts, and business entities. The firm’s investment approach centers on asset-allocation planning and risk tolerance, offering model and advisor-managed portfolios with continuous monitoring and periodic rebalancing.

Jacob Swartz is a financial advisor at Swartz Wealth Management LLC in Chicago, IL, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to his current role, he worked at Level EX and Chicago Capital Management among other positions. He is also the owner of a life and health insurance business, selling insurance on a part-time basis outside of trading hours. Swartz Wealth Management LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and entities such as trusts and estates. The firm employs a passive, long-term investment approach focused on low-cost index funds and ETFs, supported by strategic asset allocation and fundamental analysis. It offers educational content and seminars at no additional charge.

John Mariscalco is a CFP® and CFA® charterholder with 10 years of industry experience. He has worked at 103 Advisory Group since 2019 and previously held roles at Strategic Wealth Partners, Marquette Associates, Mainstreet Advisors, and Gunnallen Financial. 103 Advisory Group serves individual and high-net-worth clients by providing discretionary asset management, financial planning, retirement rollover advice, and consulting. The firm combines strategic and tactical asset allocation with fundamental and technical analysis and offers specialized services such as fixed-fee institutional consulting and business-development support for financial institutions.

Bryan Petry is a financial advisor with Stonebridge Wealth Management LLC in Oak Brook, IL, holding a Series 66 designation and 23 years of industry experience. He has worked at Stonebridge Wealth Management since 2017 and previously held positions at APW Capital, Inc., Securian Financial Services, Inc., and GCG Financial Inc. Stonebridge Wealth Management serves individuals, trusts, corporations, partnerships, tax-exempt entities, and other legal entities, managing approximately $283 million for about 288 clients. The firm offers discretionary investment management, financial planning, and family-office/business consulting, focusing on customized portfolios that incorporate ETFs, separate account managers, and third-party strategies.

David Pequet is a financial advisor with MPI Wealth Management LLC in Hinsdale, IL, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He previously worked at MPI Investment Management for 32 years before joining MPI Wealth Management in 2019. Outside of his advisory role, he serves as Director and Treasurer of the Roger B. Chaffee Scholarship Fund and is an officer of Duck Lake Inn LLC, a cottage rental business. MPI Wealth Management provides discretionary investment management and sub-advisory services to institutional and individual clients, including pension plans, investment advisers, banks, corporations, charitable organizations, and high-net-worth individuals. The firm employs a combination of quantitative techniques, technical and fundamental analysis, and macroeconomic research to tailor diversified portfolio strategies across fixed income, dividend equity, and total return equity investments.