David Murdoch is a partner at Lind Capital Partners with 18 years at the firm and nine years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with LCP GP2, LLC since 2013. Lind Capital Partners manages approximately $167 million in discretionary assets for high-net-worth individuals, business entities, and other registered investment advisers. The firm focuses on municipal fixed-income separately managed accounts and the Lind Capital Municipal Credit Income Fund, emphasizing current income through high-yield, tax-exempt municipal securities and employing fundamental and technical analysis alongside discretionary portfolio management.

Nicklaus Streit is a CFP® with six years of industry experience, currently serving as an advisor at Highview Capital Management, LLC since 2020. Prior to this, he worked at BMO Private Bank for five years. Highview Capital Management LLC provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a variety of analytical methods to implement asset allocation strategies and emphasizes ongoing monitoring and rebalancing tailored to clients’ goals and risk tolerance.

Connor Hickey is a CFA® charterholder with seven years of industry experience. He has worked at Cantor Fitzgerald & Co. for seven years and is currently with The Invictus Collective, LLC. Outside of finance, he has experience with the Chicago Golf Club spanning nine years. The Invictus Collective, LLC serves high-net-worth individuals, trusts, estates, corporations, and institutional clients by providing financial planning, consulting, portfolio management, and sub-advisory services. The firm combines traditional wealth management with advisory work for pooled vehicles and independent managers, tailoring portfolios using a range of investment vehicles and strategies on both discretionary and non-discretionary bases.

Ian Kos is a financial advisor at Tetley Investments, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Tetley Investments since 2012. In addition to his advisory role, Kos has served as a teaching assistant at Northwestern University's Kellogg Graduate School of Business since 2011, where he prepares class materials and grades MBA-level coursework. Tetley Investments is an independent asset management and financial planning firm serving individuals, pension plans, corporations, charitable organizations, and trusts. The firm employs a disciplined, long-term investment approach that integrates quantitative and fundamental research within a global asset-allocation framework, focusing on capital preservation and growth through diversified portfolios.

Daniel Peters is a CFP® and holds a Series 66 license with 19 years of experience in the financial services industry. He has worked at firms including Securian Financial Services, Inc., Gcg Financial, Inc., and Alera Investment Advisors before joining Prism Planning Partners in 2018. Daniel is based in Libertyville, IL and is part of a four-advisor team at Prism. Prism Planning Partners provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm employs a passive investment approach grounded in Modern Portfolio Theory, utilizing no-load mutual funds, ETFs, and DFA funds, with a structured planning process and ongoing portfolio monitoring.

Akiva Goodman is a Series 65-licensed financial advisor with The Nestegg Group, Inc. in Lincolnwood, IL, where he has worked since 2014. He has 11 years of industry experience. The Nestegg Group, Inc. provides discretionary, fee-only investment advisory services to individuals, retirement plans, trusts, estates, business entities, and charitable organizations. The firm manages approximately $331 million across about 187 client relationships, using a range of mutual funds, ETFs, and alternative investments guided by asset allocation and manager analysis.

Kevin Mccloskey is a CFA® charterholder and an investment advisor at SCV Capital LLC with six years of industry experience. He has worked at SCV Capital since 2021 and previously spent 13 years at PPM America Inc. SCV Capital LLC provides discretionary and non-discretionary investment management primarily to pooled investment vehicles and institutional clients such as banks, pension funds, and nonprofit organizations. The firm focuses on fundamental analysis for public equities and thorough reviews of private securities, emphasizing long-term strategies while allowing for shorter-term adjustments based on client needs.

Krzysztof Garlewicz is a CFP® and Series 66-registered advisor with 18 years of industry experience. He has worked at ProsperiFi LLC since 2017 and previously spent seven years with LPL Financial. In addition to his advisory work, he is an author associated with the Financial Freedom Formula and has engaged in speaker and content creation activities. ProsperiFi LLC provides advisory services to individuals, pension and profit-sharing plans, corporations, and family-owned businesses. The firm employs a multi-faceted investment approach incorporating fundamental, quantitative, and technical analysis, along with modern portfolio theory, and offers access to alternative investments and third-party money managers.

Daria Mack is a financial advisor at Rail-Splitter Capital Management LLC with 24 years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial and Wintrust Investments LLC. Rail-Splitter Capital Management provides investment advisory services to high-net-worth individuals, families, trusts, and estates, focusing on fundamentally driven, long-term portfolio management that incorporates individual stocks, ETFs, bonds, and independent managers as appropriate. The firm offers both discretionary and non-discretionary services and maintains an institutional relationship with Goldman Sachs to support its investment process.

Bahman Barzideh is a financial advisor at Barzideh & Nadeau Wealth Management LLC with 24 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at Apollon Wealth Management, Piershale Financial, and Triad Advisors Inc. Barzideh & Nadeau Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and business entities, providing portfolio management, financial planning, and consulting. The firm employs a multi-disciplinary investment process and offers access to a broad range of strategies, including alternative investments, margin, and options.

Dana Lyons is a Series 65-credentialed financial advisor with 25 years of industry experience. He has been with J. Lyons Fund Management, Inc. since 1999. J. Lyons Fund Management provides discretionary portfolio management primarily to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm utilizes a proprietary risk management and market-timing model combined with technical analysis and a relative-strength fund selection process, managing accounts on a discretionary basis with an emphasis on limiting downside risk through active timing strategies.

Greg Kenney is a financial advisor at Kenney Investments Inc. with over four years of industry experience and holds a Series 65 credential. He has been with Kenney Investments Inc. since 1989, spanning more than three decades at the firm. Kenney Investments Inc. manages portfolios for high-net-worth individuals, charitable foundations, corporations, and retirement plans, overseeing approximately $332 million in assets across a small client base. The firm employs a long-term, fundamentally driven investment approach with a focus on large-cap equities, high-quality fixed income, and diversified international exposure, tailoring portfolios to individual risk parameters and conducting quarterly reviews.

Michele Bush is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2022. Prior to joining Savant, she worked for seven years at Baril Advisors LLC. She holds a Series 65 registration and is based in Rockford, IL. Savant Wealth Management offers comprehensive wealth and investment management services to individuals, families, charitable organizations, corporations, and retirement plans. The firm employs a structured, evidence-based investment approach using model portfolios with low-cost mutual funds and ETFs, alongside tax-aware strategies and customization options, supported by a multi-advisor enterprise model and affiliated in-house services such as tax consulting and legal support.

Keith Karchmar is a financial advisor with K&H Wealth Partners, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Kestra Advisory Services, Kestra Investment Services, and TLG Advisors. Outside of his advisory work, he serves on the Board of Directors for Northbrook/Glenview School District 30. K&H Wealth Partners is a supported registered investment adviser managing approximately $66 million for around 70 clients. The firm offers portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and institutional plan sponsors, employing a range of investment strategies from long-term investing to short-term trading.

Scott Smith is a Series 65-licensed financial advisor with eight years of industry experience. He is affiliated with Stephen Smith Financial Inc. and has held roles at Significant Wealth Partners LLC, Capital Management Consultants, and other firms. In addition to advisory services, he is involved in insurance and fixed annuity sales. Stephen Smith Financial Inc. provides discretionary investment advisory and managed-account services to individual and high-net-worth clients, offering portfolio management across various asset classes and one-time financial planning with ongoing oversight. The firm employs a tailored investment approach that integrates asset allocation, technical analysis, and may utilize third-party sub-advisors, supported by proprietary AI and machine-learning tools.

Paul Linzer is a financial advisor at Kenora Financial, LLC with 26 years of industry experience. He holds the Series 65 designation and has been with 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. The firm’s investment approach focuses on customized separately managed accounts with diversified concentrated equity positions, emphasizing tax efficiency and tailored risk levels.

Debra Meyer is a Series 65-licensed financial advisor at Moonstone Asset Management, Inc. with eight years at the firm and five years of industry experience overall. Prior to joining Moonstone, she worked at Grubhub for two years. 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 a combination of fundamental, technical, and cyclical analysis to build tailored portfolios that may include mutual funds, ETFs, equities, fixed income, and, when appropriate, option strategies and other leveraged instruments.

Mark Sansoterra is a CFA® charterholder with five years of industry experience, currently serving as an advisor at Highview Capital Management, LLC since 2020. Prior to this, he worked at BMO Private Bank from 2001 to 2020. Highview Capital Management LLC provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a range of analytical methods to implement asset-allocation strategies tailored to client goals and risk tolerance, managing approximately $363.6 million in regulatory assets across a small advisory team.

Brian Owen is a financial advisor at BJO Wealth Management LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BJO Wealth Management since 2013. BJO Wealth Management serves high-net-worth individuals, trusts, estates, and corporations by providing discretionary and non-discretionary portfolio management and financial planning. The firm emphasizes diversification, risk analysis, and a blend of fundamental, cyclical, and technical analysis to tailor investment strategies to each client’s objectives.

Jake Owen is a financial advisor at BJO Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and has a background that includes seven years at Walgreens and four years at Penn State University. BJO Wealth Management provides portfolio management and financial planning services primarily to high-net-worth individuals, trusts, estates, and corporations. The firm employs a diversified investment approach using fundamental, cyclical, and technical analysis, with client portfolios tailored to individual objectives and reviewed quarterly.