Matthew Pequet is a financial advisor at MPI Wealth Management LLC in Hinsdale, IL, holding a Series 65 designation and eight years of industry experience. He has worked with MPI Wealth Management since 2019 and previously with MPI Investment Management Inc from 2003 to 2022. MPI Wealth Management is an independent SEC-registered adviser providing discretionary portfolio management and sub-advisory services to individual and institutional clients, including high-net-worth individuals, retirement plans, and insurance companies. The firm employs fundamental and technical analysis combined with macroeconomic research to construct customized portfolios across fixed-income and equity strategies.

Timothy Johnson is a financial advisor with Bard Associates Inc in Chicago, IL, holding 27 years of industry experience. He has been with Bard Associates since 1983, contributing to the firm for over four decades. Bard Associates provides discretionary portfolio management and monitoring services to individuals, retirement accounts, trusts, estates, and other entities, as well as advising partners in its affiliated private pooled vehicle, the Bard Micro-Cap Value Fund L.P. The firm employs a long-term, buy-and-hold strategy focusing on smaller-company stocks for growth and a mix of defensive instruments tailored to client risk tolerance, with investment decisions based on fundamental analysis and ongoing asset allocation adjustments.

Jon Windness is a financial advisor at Barrington Asset Management, Inc. in Chicago, IL, holding Series 63 and Series 65 registrations with 23 years of industry experience. He has been with Barrington Asset Management since 2003. Barrington Asset Management is a team-based registered investment adviser serving primarily high-net-worth individuals, pension plans, and institutional clients. The firm employs a combination of bottom-up fundamental research and top-down macroeconomic analysis to manage discretionary portfolios across a range of asset classes using model-driven programs and custom mandates.

Matthew Franz is a Series 65-licensed financial advisor with 12 years of industry experience. He has worked at Eagle Point Capital LLC since 2017 and holds a principal and partial owner position at Eagle Point Capital Funds, LLC, a private fund investing in wholly owned private businesses and securities. Franz advises on major strategic decisions for the fund, dedicating time outside of securities trading hours. Eagle Point Capital LLC provides discretionary portfolio management for individual and high-net-worth clients, corporations, and pooled investment vehicles, as well as model portfolios and research newsletters for other advisers and subscribers. The firm pursues a concentrated, long-equity strategy based on fundamental research and margin-of-safety valuation, and manages a single model portfolio across accounts while employing block trading and various instruments to implement its approach.

Christopher Wiesehan is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He has been with CJW Capital, LLC since 2015. Wiesehan serves as a board member of the Bright Promise Fund for Urban Christian Education, overseeing investment activities for the fund supporting Christian schools in Chicago. CJW Capital, LLC provides investment advisory, financial planning, retirement plan advisory, and donor-advised fund services to individuals, high-net-worth clients, charities, corporations, and retirement plans. The firm employs a fundamental, primarily long-term investment approach using diversified mutual funds and ETFs, with flexibility for tactical adjustments and oversight of unaffiliated independent managers.

Nilu Judge is a financial advisor at Kenora Financial, LLC with six years of industry experience and holds a Series 65 designation. She has worked at Enesco, LLC since 2006 and is a part-time partner at Ryan McNeilly & Associates, CPAs, LLC, where she is involved in tax planning and preparation. 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 emphasizes customized separately managed accounts with diversified concentrated equity positions, tax-aware rebalancing, and a discretionary management approach tailored to client risk and tax circumstances.

Marco Shaw is a financial advisor at Momentum Wealth Management in Northfield, IL. He holds a Series 65 designation and has been with Momentum Wealth Management since 2026. Prior to joining the firm, his work experience includes roles at Walmart, Hi-Five Sports, and the Mount Prospect Park District. Momentum Wealth Management provides wealth management and comprehensive financial planning services to individuals, charitable organizations, and businesses. The firm utilizes a combination of modern portfolio theory, quantitative methods, and third-party model portfolios to implement client portfolios, and offers both discretionary and non-discretionary portfolio management.

Jessica Merino is a CFP® with 22 years of industry experience and has been with Merino Wealth Management since 2014. Prior to that, she worked at IC Advisory Services Inc. and The Investment Center Inc. from 2016 to 2022. Merino Wealth Management serves individuals, high-net-worth individuals, and business clients with portfolio management and financial planning services, offering tailored investment management, comprehensive planning, and third-party manager recommendations. The firm employs an investment process based on Modern Portfolio Theory and provides services including discretionary account supervision and semi-annual reporting.

Elizabeth Heneman is a financial advisor at Impact Financial with one year of industry experience. She holds Series 63 and Series 65 licenses and has prior experience at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. Impact Financial serves individuals, trusts, estates, and small business owners with fee-only wealth management, comprehensive financial planning, and tax preparation services. The firm employs a factor-based, smart-beta investment approach primarily using low-cost mutual funds and ETFs, while allowing for additional asset classes when appropriate.

Thomas Croghan is a financial advisor at Rail-Splitter Capital Management LLC with 42 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for 15 years at 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. The firm offers both discretionary and non-discretionary services and sponsors a wrap fee program that includes transaction and custodial costs within its advisory fee structure.

Daniel Madden is a Series 65-licensed financial advisor with 18 years of industry experience. He has been with Madden Funds Management since 2000. Madden Funds Management provides financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm uses asset-class funds primarily managed by Dimensional Fund Advisors, supplemented by Fidelity funds, focusing on diversification and long-term holdings.

David Ventura is a financial advisor at Signet Private Wealth, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he serves as the manager of JCV Real Estate LLC, overseeing the management and repair of two multi-family rental buildings owned by family trusts. Signet Private Wealth LLC provides investment advice and wealth management primarily to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a value-oriented, primarily long-term investment approach using fundamental and technical analysis, strategic asset allocation, and model portfolios, and offers a range of services including discretionary portfolio management and financial planning.

Sinon Bennett is a financial advisor at Wavvest Wealth with five years of industry experience. He previously worked at JPMorgan Chase in various roles from 2019 to 2024 and served in the United States Navy from 2012 to 2019. He holds Series 63 and Series 65 licenses. Wavvest Wealth provides discretionary portfolio management, financial planning, and model portfolio implementation for individual clients and employer-sponsored retirement plans. The firm uses proprietary technology tools for risk profiling and portfolio construction, managing diversified portfolios with oversight from an Executive Investment Committee.

Tyler Pera is a financial advisor at Certitude Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has been with Certitude Advisors since 2014. Certitude Advisors serves individual and institutional private clients, including senior corporate executives, entrepreneurs, and nonprofit entities. The firm offers discretionary investment management along with financial, retirement, and tax planning, focusing on a long-term investment horizon and individualized portfolio management.

Benjamin Ruf is a financial advisor at Versatile Capital Management L.L.C. in Chicago, IL, holding Series 63 and Series 65 licenses with six years of industry experience. He has worked at Versatile Capital Management since 2019 and had a prior four-year period listed as retired. Versatile Capital Management serves individuals, high-net-worth clients, and various institutional and private entities through discretionary asset management and supplemental financial planning. The firm employs two quantitative, model-driven investment strategies that focus on global asset allocation and momentum-based signals, managing approximately $114 million for about 40 clients.

Andrew Gjertsen is a financial advisor at Engage Wealth Group, LLC with two years of industry experience. He holds a Series 65 designation and has previous work experience at Medline Industries, LP, H.E. Williams, Inc., Platformatics Inc., and Indiana University. Engage Wealth Group provides investment advisory and wealth management services to individuals, employer-sponsored retirement plans, foundations, and trusts. The firm combines fundamental and technical analysis to develop individualized investment plans and employs strategies including discretionary portfolio management, options-based strategies, and the use of third-party money managers.

John Henek is a financial advisor at Quantum Capital Investments, Inc. with 14 years of industry experience. He holds a Series 65 designation and has been with Quantum Capital Investments since 2010. Quantum Capital Investments provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm employs a range of strategies including fundamental, technical, and cyclical analysis, with portfolio management tailored to clients’ goals, time horizons, and risk tolerances.

Patrick Mauro is the principal of Patrick Mauro Investment Advisor, Inc. in Oak Brook, IL, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has led his firm since 1996. Patrick Mauro Investment Advisor, Inc. is an SEC-registered advisory firm managing portfolios for individuals, pension and profit-sharing plans, trusts, estates, and various business and charitable entities. The firm provides discretionary investment management with strategies including laddered bond portfolios and growth-and-income equity approaches, emphasizing dividend-paying companies, MLPs, REITs, and commodity ETFs.

James Mihm is a financial advisor at Arta Finance based in Chicago, IL, holding a Series 66 designation with 10 years of industry experience. His prior experience includes roles at Citigroup and JP Morgan Chase Bank. Arta Finance serves primarily accredited investors, qualified clients, and qualified purchasers through a digital platform offering both discretionary managed products and self-directed investment options, utilizing a proprietary algorithm that integrates machine learning with human oversight for portfolio management.

Scott Rausch is a CFA® charterholder with 12 years of industry experience. He is currently with Bull & Bear Advisors LLC and has previously worked at Symphony Financial and Bernardi Securities. He is a salaried employee of Bull & Bear Fund. Bull & Bear Advisors LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients, using a combination of charting, fundamental and technical analysis, and trading strategies that include options and derivatives. The firm also advises private investment vehicles and requires clients to custody assets with specific broker-dealers.