Brian Phillips is a CFP® and holds a Series 65 license, currently serving as an advisor at Kuhn Capital Partners with two years of industry experience. Prior to joining Kuhn Capital Partners in 2025, he worked at RMB Capital and Busey Wealth Management. He is a minority owner of Bison Natural Resources, LLC, which is involved with private funds managed by Kuhn Capital Partners. Kuhn Capital Partners provides discretionary asset management, financial planning, and retirement advice to individual and high-net-worth clients, as well as pooled investment vehicles. The firm constructs portfolios based on client objectives and risk tolerance, offers access to alternative investments for qualified clients, and manages multiple private funds as adviser, sponsor, and general partner.

Milton Blersch is a financial advisor at Blue Bison Investments with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Global Eye Investments Corporation since 2008 and Wrp Investments, Inc. from 2004 to 2008. He is also a member and CPA at Blersch Wiesner & Company LLP, a certified public accounting firm. Blue Bison Investments provides fee-based investment management to individuals, companies, and charitable organizations. The firm manages diversified portfolios using stocks, bonds, ETFs, and mutual funds, with a focus on individual-stock selection and risk management through position sizing, diversification, and disciplined sell strategies.

Ian Dillow is a Series 65-licensed advisor at Dillow Wealth Management LLC with one year of industry experience. Prior to joining his current firm in 2025, he worked at Dexian and attended High Point University. Dillow Wealth Management provides wealth management, investment management, and financial planning services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm employs a mix of fundamental and technical analysis to construct customized portfolios using low-cost mutual funds and ETFs along with individual securities and alternative investments.

Jennifer Johnson is a financial advisor at Pinelight Financial PLLC in Riverside, Illinois, holding a Series 65 designation and beginning her advisory career in 2025. She previously worked for 16 years at the Social Security Administration. Pinelight Financial serves individual clients, retirement and pension plans, and business clients with financial planning, portfolio management, and retirement plan consulting. The firm employs a diverse investment approach combining active management, core+satellite strategies, and modern portfolio theory, and operates an affiliated accounting practice offering tax and accounting services under separate agreements.

Mark Doyle is a financial advisor at Clement Street Capital LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Entrust Services since 2004, where he also serves as managing director of a non-investment-related business providing bill payment and financial reporting services. Prior to that, he was employed at Raymond James Financial Services and Deutsche Bank Securities. Clement Street Capital provides discretionary asset management and financial planning primarily to high-net-worth individuals, trusts, corporations, retirement plans, and other legal entities. The firm manages portfolios using a tailored investment policy with a long-term orientation, employing a mix of equities, fixed income, ETFs, REITs, alternatives, private placements, and options.

Brendan Moody is a financial advisor with Watershed Private Wealth LLC in Oak Brook, IL, holding Series 63 and Series 65 licenses and 18 years of industry experience. His previous roles include positions at Spotlight Asset Group and Fidelity Investments. Moody serves as treasurer for the Fisher Falcon Education Foundation in a volunteer capacity. Watershed Private Wealth provides investment advisory services to individuals, trusts, estates, and pension plans, offering discretionary portfolio management, financial planning, and access to various investment strategies including direct indexing and cryptocurrency-linked ETFs. The firm uses a combination of fundamental, quantitative, and modern portfolio theory analyses to create customized investment programs aligned with clients’ goals and risk tolerance.

Nicholas Kalivas is a financial advisor at Fortune Financial Group, Inc. with 17 years of industry experience. He holds Series 65 and Series 63 licenses and previously spent 13 years at Invesco Distributors, Inc. before joining his current firm. Fortune Financial Group provides financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs long-term investment strategies using active and passive mutual funds and ETFs, serving both retail and higher-net-worth clients.

Lindsay Guido is a CFP® and holds a Series 65 license with six years of industry experience. She has worked at Conifer Bay Capital LLC since 2021, following roles at ChangePath, LLC, Effert Financial Solutions, and Partnervest Advisory Services. Outside of financial advising, she is also a stock photographer with images licensed through iStock by Getty Images. Conifer Bay Capital LLC provides fee-based portfolio management and financial planning services to individuals, high net worth clients, and charitable organizations. The firm employs both discretionary and non-discretionary asset management using a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory, and it incorporates margin trading and option strategies in its investment approach.

Robert Gephart is a CFP® professional with 11 years of experience in financial advising. He is a principal at Cantlon Financial Planning LLC and also owns a web design and IT support business that he operates outside of securities trading hours. Cantlon Financial Planning LLC offers personalized financial planning and discretionary asset management to individuals, trusts, estates, and charitable organizations. The firm uses fundamental analysis and client-specific investment programs, including options strategies, and manages approximately $125 million across about 99 client relationships.

John Kosar is a financial advisor at Asbury Research LLC with Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Asbury Investment Management LLC from 2018 to 2023 and has been with Asbury Research since 2005. Asbury Research LLC provides subscription-based investment research and model portfolios to individual investors, money managers, and third-party advisers. The firm’s research focuses on growth equities, income securities, and high-yield bonds using fundamental, quantitative, and technical analysis.

Michelle Smalenberger is a CFP® and holds a Series 65 license with 14 years of industry experience. She has worked at Financial Design Studio, Inc. since 2017 and previously spent 12 years at Kabarec Financial Advisors, Ltd. Financial Design Studio, Inc. serves individuals, small businesses, and charitable organizations with portfolio management and financial planning. The firm provides additional services including personal tax preparation, business bookkeeping, and educational seminars, emphasizing long-term asset allocation and buy-and-hold strategies using mutual funds and ETFs.

Keith Nyborg is a Series 65-licensed advisor with 27 years of industry experience. He has worked at Invesco, LLC since 1990. Nyborg is based in Des Plaines, IL, and is affiliated with Kenora Financial, LLC. Kenora Financial serves individual clients, including high-net-worth households, offering 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 concentrated equity positions diversified across multiple industries, using Value Line research and tax-aware rebalancing, while generally managing client accounts on a discretionary basis.

Daniel Mauro is a financial advisor at Patrick Mauro Investment Advisor, Inc. with 23 years of industry experience. He holds a Series 65 designation and has been with Patrick Mauro Investment Advisor, Inc. since 2002. Outside of his advisory role, he serves as Chief Investment Officer for Army Capital, LLC, a proprietary equity trading and investment entity, in a non-compensated capacity. Patrick Mauro Investment Advisor, Inc. is an SEC-registered firm that manages discretionary portfolios for individuals, pension plans, trusts, and various entities. The firm employs tailored investment strategies including laddered bonds and growth-and-income equities, and integrates coordinated tax and estate planning through third-party providers.

Kevin Kleinman is a financial advisor at Blue Haven Capital, LLC with eight years of industry experience. He holds a Series 65 credential and has worked at Blue Haven Capital since 2018. Prior to that, he was involved with Shoot90 and WatchHimTrade.com for several years. Blue Haven Capital is a fee-only investment adviser serving individuals, high net worth clients, trusts, estates, family foundations, and charitable organizations. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory, using low-cost mutual funds and ETFs alongside options strategies and select private credit and equity investments tailored to client suitability.

Alice Brown is a financial advisor with CB3 Financial Group, Inc. in Glen Ellyn, Illinois. She holds Series 63 and Series 65 licenses and has 20 years of industry experience, all with CB3 Financial Group since 2006. CB3 Financial Group provides investment management and wealth-planning services to individuals, families, business entities, and nonprofit organizations. The firm offers portfolio management and customized programs that include actively managed equity and bond strategies, derivatives, and alternative investments, using a combination of fundamental, technical, and quantitative analysis supported by proprietary software.

Matthew Kuhn is a financial advisor at Kuhn Wealth Management Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at Dai Securities LLC, Concorde Investment Services LLC, and Northwestern Mutual Investment Management. Kuhn also operates Kuhn Financial, where he prepares financial plans and provides investment advice. Kuhn Wealth Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm emphasizes ETF-based model strategies, combining fundamental, technical, and quantitative analysis, and implements portfolios on a wrap-fee basis using third-party managers and platforms.

Daniel Alberth is a CFP® with 27 years of industry experience, currently with Athena Advisor Services, LLC, where he has worked for 15 years. Prior to that, he spent 10 years at Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as treasurer for the Schaumburg High School Band Boosters and co-hosts the Fierce Fiduciary Podcast, which focuses on financial education. Athena Advisor Services, LLC serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $82.2 million for about 187 clients. The firm offers discretionary asset management and financial planning, employing a combination of fundamental, technical, and cyclical analysis across various investment strategies with regular portfolio supervision and rebalancing.

Robert Kuhn is a partner at Kuhn Capital Partners with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Epus Global Energy, LLC. In addition to his advisory role, Kuhn operates as an independent insurance agent and is involved in managing several investment-related businesses and private funds. Kuhn Capital Partners serves individual and high-net-worth clients as well as pooled investment vehicles, providing discretionary asset management, financial planning, retirement rollover advice, and access to third-party managed solutions. The firm constructs portfolios based on client objectives, risk tolerance, and time horizon, employing fundamental and technical analysis and offering alternative investments and private funds for qualified clients.

Ryan Siepka is a financial advisor at Rudwall Wealth Management LLC with five years of industry experience. He holds a Series 65 designation and has worked at Videckis Financial Services, Inc. since 2019 and at Comprehensive Insurance Agency, LLC since 2009. Rudwall Wealth Management LLC provides investment advisory and consulting services to individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a client-tailored, fundamentally oriented, long-term investment approach and manages discretionary portfolios across various asset classes.

Mark Levin is a CFP® with 10 years of industry experience, currently serving at Reap in Wealth Management, LLC. He has been associated with Secure Your World since 2010. Outside of his advisory role, Levin is an outside insurance brokerage agent specializing in fixed insurance products and serves as vice president of the Malibu Cove Homeowners association in Wheeling, IL. Reap in Wealth Management serves individual and high-net-worth clients by providing personalized financial planning and access to third-party portfolio management. The firm offers a comprehensive planning approach covering cash-flow, tax, retirement, education funding, insurance review, and estate-planning referrals, operating through a fee-based model and utilizing multiple sub-advisors and model platforms for investment management.