Thomas Shankland is a financial advisor with Harvest Investment Services, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes long tenures at ProEquities, Inc. and extensive involvement with multiple insurance companies dating back over four decades. He is also the owner of Shankland Financial Services, an estate and financial planning firm where he serves as a Certified Estate Planner and Chartered Financial Consultant. Harvest Investment Services, LLC offers discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, and other entities. The firm employs an actively managed tactical strategy and serves clients through a multi-advisor team structure across several offices.

Randall Hughes is a financial advisor at Hunter Capital Management with 10 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Ballast Equity Management since 2016. Hunter Capital Management is an SEC-registered investment adviser managing approximately $1.09 billion in assets with a seven-advisor team. The firm serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and investment companies, providing discretionary portfolio management through sponsored pooled vehicles, private funds, and a registered mutual fund.

Howard Ramsamugh is a financial advisor at Polaris Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Integrity Alliance, LLC, Lion Street Advisors, Lion Street Financial, and FSC. In addition to his advisory role, he produces and shares articles on financial and lifestyle issues through his own firm, Howard Ramsamugh Inc. Polaris Wealth Management serves individual investors and retirement plans with discretionary portfolio management, customized financial planning, and pension consulting. The firm employs modern portfolio theory and tailored asset allocation, offering a broad range of security types and educational workshops for retirement clients.

Kevin Kessenich is a Series 65-licensed advisor at Strategic Investment Solutions, Inc. with five years of industry experience. He previously worked at Desmond & Ahern for 13 years and serves as Secretary of JCK Farms, a family-owned farming business. Strategic Investment Solutions is an SEC-registered firm serving individuals, pension and profit-sharing plans, and trustees with discretionary portfolio management and model portfolio programs. The firm employs a largely passive, diversified investment approach based on Modern Portfolio Theory and the Efficient Markets hypothesis.

Cole Schmitter is a financial advisor at Chicago Oakbrook Financial Group with a Series 65 designation and one year of industry experience. His prior work includes roles at State Farm and COFG Advisors, LLC, as well as his education at the University of Wisconsin Madison. Chicago Oakbrook Financial Group is a registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers customized wealth management, discretionary portfolio management, and comprehensive financial planning, employing a wide range of securities and strategies tailored to client objectives.

Richard Loria is a financial advisor with MPS-LORIA Financial Planners, LLC, holding Series 63 and Series 65 registrations and offering 35 years of industry experience. He has been with MPS-LORIA Financial Planners and Loria Financial Group since 1999. Outside of advisory work, he is an independent licensed insurance agent and a managing member of Loria Financial Group, LLC. MPS-LORIA Financial Planners serves a varied client base including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm employs an open-architecture, predominantly discretionary investment approach, utilizing diversified allocations primarily composed of no-load mutual funds and ETFs and relies on quantitative screening and ongoing monitoring tools.

Trent Overzet is a financial advisor with Strategic Investment Solutions, Inc. He holds a Series 66 designation and has nine years of industry experience. His prior work includes roles at Forum Financial Management, LP, LPL Financial, LLC, Purshe Kaplan Sterling Investments, and Charles Schwab & Co., Inc. Outside of advising, he is involved in tax preparation services through Robert Byrns EA. Strategic Investment Solutions is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, and trustees. The firm provides discretionary portfolio management and model portfolio programs using a diversified, largely passive investment approach based on Modern Portfolio Theory and the Efficient Markets hypothesis.

David Walle is a CFA® charterholder with 18 years at Horizon Investment Services, LLC, based in Hammond, IN. He has seven years of industry experience and works within a six-advisor team at the firm. Horizon Investment Services provides discretionary investment advisory and sub-advisory services to individuals, retirement plans, trusts, foundations, business entities, and financial intermediaries. The firm employs a proprietary quantitative stock-rating system alongside fundamental research to manage client portfolios and model portfolios used by other financial institutions.

Matthew Komer is a financial advisor at Kera Capital Partners with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Guggenheim Funds Distributors, LLC for six years before joining Kera Capital Partners in 2022. Kera Capital Partners manages over $1.3 billion and serves individual clients, foundations, trusts, retirement plans, corporations, and pooled investment vehicles. The firm employs a combination of fundamental and quantitative analysis with an outcomes-oriented asset allocation framework, and it is notable for its active management of private pooled vehicles alongside client accounts.

Michael Corbett is a financial advisor with Rothschild Wealth LLC, holding Series 65 and Series 66 licenses and bringing 16 years of industry experience. Prior to joining Rothschild Wealth in 2025, he worked at Perritt Capital Management, Inc. for 16 years. He is also president of the Perritt Funds, overseeing several microcap and low priced stock funds. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, corporate executive groups, trusts, retirement plans, and other institutional clients. The firm’s investment approach centers on asset-allocation models informed by quantitative analysis and client input, implementing portfolios through mutual funds, ETFs, equities, fixed-income securities, and sub-advisers.

Angeline Wozniak is a financial advisor at Chicago Oakbrook Financial Group with a Series 65 designation and one year of industry experience. Her prior roles include positions at Synergy One Landing, Inc., Guaranteed Rate, Nations Lending, and Midwest Lending. Chicago Oakbrook Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering customized wealth management, discretionary portfolio management, and comprehensive financial planning. The firm constructs tailored portfolios using a broad range of securities and strategies, supported by an institutional relationship with Raymond James and a licensed insurance agency platform.

Joseph Davidson is a Series 66-licensed financial advisor with five years of industry experience, currently with Goldstone Financial Group, LLC since 2021. His prior experience includes roles at Thrivent Financial and various educational institutions. He is also a licensed insurance agent authorized to sell life and fixed annuity products. Goldstone Financial Group provides investment advisory and financial planning services to individuals and high-net-worth clients, utilizing a combination of fundamental, technical, and quantitative methods aligned with modern portfolio theory. The firm offers ongoing portfolio management, written investment policy statements, and employs tactical ETF models alongside alternative strategies within wrap-fee and transaction-based account options.

Ranjit Bahadur is a financial advisor with Unique Wealth Strategies, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He previously worked with Private Advisor Group, LLC and LPL Financial, LLC. He is also involved with Creative Legacy Planning, a business related to non-variable insurance. Unique Wealth Strategies serves individuals, small businesses, trusts, estates, and charitable clients with asset management, financial planning, and retirement plan services. The firm offers a proprietary wrap program and employs a combination of fundamental, technical, quantitative, and modern portfolio theory approaches, including the use of derivatives and leverage within managed portfolios.

Kristi Wano is a financial advisor with SAGE Private Wealth Group, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. Her prior roles include positions at Calamos Wealth Management LLC and BMO Harris Financial Advisors, Inc. SAGE Private Wealth Group is an SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers wealth management and discretionary portfolio management through a client-specific process involving tailored asset allocation and ongoing portfolio monitoring.

David Matuszak is a CFP®-certified financial advisor with 13 years of industry experience, currently practicing at Strategic Investment Solutions, Inc. in Orland Park, IL. His prior roles include positions at Forum Financial Management, Jones Lang Lasalle, The Huntington Investment Company, and BMO Harris Financial Advisors. He is also involved in fixed insurance sales as an outside business activity. Strategic Investment Solutions serves individuals, pension and profit-sharing plans, and trustees by providing discretionary portfolio management and model portfolio programs. The firm incorporates research and institutional funds from Dimensional Fund Advisors into its investment approach, which emphasizes diversified, largely passive, long-term investments based on Modern Portfolio Theory and the Efficient Markets hypothesis.

Jae Ha is a financial advisor at Chicago Oakbrook Financial Group with 24 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Ha has been with Chicago Oakbrook Financial Group since 2007 and previously worked at Commonwealth Financial Network. He is also the owner and president of Jae Ha Wealth Management, Inc., a private entity for his securities business. Chicago Oakbrook Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers customized wealth management, discretionary portfolio management, comprehensive financial planning, and retirement plan consulting, utilizing a wide range of securities and strategies tailored to client objectives.

Anthony Pellegrino is a financial advisor with Goldstone Financial Group, LLC, holding a Series 65 license and 12 years of industry experience. He has been with Goldstone Financial Group since 2015 and has been associated with the broader GoldStone Financial Group since 2004. Outside of advising, he is a licensed insurance agent and a minority co-owner of Nationwide Investment Solutions, LLC, which holds equity in another registered investment adviser. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing approximately $1.05 billion across 1,675 client relationships. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers, employing diverse strategies that include mutual funds, ETFs, fixed income, and alternative investments.

Jonathan Kruger is a ChFC® with 38 years of industry experience, currently serving as an advisor at Rothschild Wealth LLC since 2019. His prior experience includes roles at Halo Securities LLC, Proequities Inc, Protective Life Insurance Company, and Pacific Select Distributors. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, corporate executives, trusts, retirement plans, and institutional clients. The firm employs asset-allocation models informed by quantitative analysis and client questionnaires, offering portfolio management, financial planning, and retirement consulting through a combination of mutual funds, ETFs, individual securities, and external sub-advisers.

William Gottfried is a financial advisor at Goldstone Financial Group, LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors, Prudential Insurance Company of America, and Wealth Enhancement Advisory Services. Goldstone Financial Group is an SEC-registered investment adviser managing over $1 billion across approximately 1,675 clients. The firm provides discretionary portfolio management, financial planning, and access to sub-advisers and third-party model portfolios, employing strategies that include mutual funds, ETFs, fixed income, and select alternative investments.

Nicole Smit is a financial advisor at Providence Wealth Advisors, LLC with 12 years of industry experience. She holds a Series 65 designation and has been with Providence Wealth Advisors since 2013. The firm is an SEC-registered investment adviser that provides portfolio management, financial planning, and estate-planning advice to individuals, trusts, retirement plans, and government entities. Providence Wealth Advisors serves a range of clients including high-net-worth individuals and employs asset-allocation models based on modern portfolio theory to construct diversified portfolios.