Natalie Baros is a Series 65-licensed financial advisor at Aurelien Capital Partners with three years of industry experience. Her prior roles include positions at Merrill and Firstrock Capital, among others. Outside of her advisory work, she serves as a managing member of NEB, LLC, providing consulting support for operations and business development at a CPA firm. Aurelien Capital Partners serves individuals, families, and high-net-worth clients, with a focus on professional athletes and exonerees, offering wealth management, financial planning, and family office services. The firm employs an open-architecture investment approach, blending active and passive strategies across public and private markets to build diversified portfolios.

Allison Meers is a CFP® professional with four years of industry experience. She has worked at Pebble Valley Wealth Management since 2021 and previously was with CIBC from 2012 to 2021. Pebble Valley Wealth Management serves individual, charitable, and corporate clients, offering discretionary portfolio management, financial planning, and pension consulting. The firm’s investment approach includes asset allocation and mutual fund/ETF selection supported by technical analysis and third-party research, with a notable use of derivative-based option strategies within separately managed accounts.

Irfan Galaria is a financial advisor at Galaria Capital Management, LLC with nine years of industry experience. He holds Series 65 and Series 66 licenses. Outside of his advisory role, he is also the physician and president of Galaria Plastic Surgery & Dermatology, a medical-surgical practice he has operated since 2009. Galaria Capital Management serves individuals, families, trusts, small businesses, and employer retirement plans, providing discretionary portfolio management and investment planning. The firm customizes strategies based on client age, risk tolerance, and time horizon, emphasizing asset allocation and diversification while accommodating faith-based or socially conscious preferences when practicable.

Thomas Stecich is a financial advisor at Athena Advisor Services, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked with Purshe Kaplan Sterling Investments and Athena Advisor Services since 2013. Outside of his advisory role, he serves as a volunteer firefighter and treasurer for the Ogden Dunes Amateur Radio Club. Athena Advisor Services provides asset management and financial planning to individuals, trusts, estates, and business entities. The firm offers discretionary portfolio management and ongoing planning services, using fundamental, technical, and cyclical analysis to tailor portfolios that are reviewed quarterly.

Jay Plourde is a financial advisor at Joseph Wealth Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Riposte Capital and Wedbush Securities. Plourde serves on the boards of two nonprofit organizations: Joseph Business School in Forest Park, Illinois, and Kenneth Copeland Ministries in Fort Worth, Texas. Joseph Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations. The firm manages approximately $17.6 million in client assets and employs a mix of analytical approaches, including fundamental, technical, and modern portfolio theory, to tailor portfolios to client objectives and risk tolerances.

Peter Jankovskis is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Arbor Financial Services, LLC since 2021. He previously worked at Oakbrook Investments, LLC for 12 years. Arbor Financial Services provides discretionary portfolio management and limited financial planning primarily to individuals, including high-net-worth clients, as well as trusts and estates. The firm uses proprietary model portfolios and a combination of analytical methods to manage client assets, typically on a discretionary basis.

Anita Mauro is a financial advisor at Patrick Mauro Investment Advisor, Inc. She holds a Series 65 designation and has four years of industry experience. Prior to joining Patrick Mauro Investment Advisor, she worked at Thompson Coburn, LLP for six years. Patrick Mauro Investment Advisor, Inc. is an SEC-registered firm that manages portfolios for individuals, pension and profit-sharing plans, trusts, estates, and various business and charitable entities. The firm provides discretionary investment management and coordinated tax and estate planning support, employing strategies such as laddered bonds for capital preservation and dividend-focused equity investments.

Lindsey Feyereisen is a CFP® and holds a Series 65 license, with nine years of industry experience. She has been with Laureate Wealth Management, LLC since 2014. Laureate Wealth Management provides investment advisory, financial planning, estate planning, and family office coordination services to individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and other entities. The firm uses a strategic asset allocation process that includes various investment vehicles and manages both discretionary and non-discretionary accounts, with notable involvement in pooled investment vehicles and affiliated fund activities.

Katharine Schwartz is a financial advisor at Arbor Financial Services, LLC with a Series 65 designation and one year of industry experience. She previously worked at Lifestart Wellness Network for nine years before joining 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 approaches to manage client assets, typically on a discretionary basis.

Timothy Dillow is a CFP® professional with 23 years of industry experience. He is the principal at Dillow Wealth Management LLC in Oak Brook, IL, where he has worked since 2018, previously holding positions at UBS Financial Services and LPL Financial among others. Outside of financial advising, he manages a cheese production and distribution business and is involved in business consulting and literary work through separate ventures. Dillow Wealth Management provides wealth and investment management along with financial planning for individuals, trusts, estates, businesses, and retirement plans. The firm offers customized portfolios that include mutual funds, ETFs, individual securities, and alternative investments, combining fundamental and technical analysis with both discretionary and non-discretionary services.

Daniel Carey is a CFP® with 17 years of industry experience and has been with Mentor Capital Management Inc. since 2007. He holds a Series 66 license and is based in Chicago, IL. Mentor Capital Management Inc. serves individual clients through fee-only wealth management and financial planning, offering services such as investment management, income tax planning, and estate-planning review. The firm employs a fundamental analysis approach within a broad asset-allocation framework, favoring passive, low-expense, index-based strategies for long-term holdings.

Austin Mitchell is a financial advisor at Maverick Thomas Capital with two years of industry experience. He holds the Series 66 designation and previously worked at OneAmerica Securities, Johnson & Johnson, and Workout Anytime. Outside of his advisory role, Mitchell is involved in non-variable insurance sales, including fixed life and fixed annuities. Maverick Thomas Capital offers portfolio management and integrated financial planning services to individual and high-net-worth clients. The firm employs a multifaceted investment approach incorporating charting, cyclical, fundamental, quantitative, and technical analysis, with a focus on long-term trading and regular portfolio monitoring aligned with client risk tolerances.

Katie Blechschmidt is a CFP® professional with five years of industry experience. She has worked at FMI Financial, Ltd. since 2021 and was previously with Capital Strategies Investment Group from 2016 to 2021. FMI Financial, Ltd. provides investment advisory services to institutional investors, high-net-worth individuals, corporate retirement plans, trusts, and estates. The firm focuses on creating individualized Investment Policy Statements and employs a long-term, diversified approach using various investment vehicles, including mutual funds, ETFs, and derivatives for risk management.

Joshi Koneru is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Watershed Private Wealth since 2022. Prior to this, he worked for 15 years at Creative Planning. Watershed Private Wealth provides investment advisory services to individuals, including high-net-worth clients, trusts, estates, and pension plans, offering discretionary portfolio management and financial planning. The firm builds customized investment programs using a blend of fundamental, quantitative, technical, and modern portfolio theory analyses, and integrates financial planning into ongoing portfolio management.

Sarah Bodach is a Series 65-licensed financial advisor at Mentor Capital Management Inc. in Chicago, IL, with nine years at the firm and three years of industry experience. Prior to joining Mentor Capital Management, she was a homemaker for six years. Mentor Capital Management Inc. is a fee-only advisory firm serving individual clients, trusts, estates, and business entities. The firm focuses on long-term, low-cost index-based investing combined with fundamental analysis and a broad asset-allocation approach, offering services that include wealth management, financial planning, and tax-related advice.

Paul Craig is a financial advisor with Tower Wealth Advisors, Inc. in Wheaton, IL, holding Series 63 and Series 65 licenses and over 25 years of industry experience. He has worked at several firms, including Ausdal Financial Partners and Formula Folios Distributors, and has been associated with Tower Financial Management since 2000. Outside of his advisory role, he is a teacher in the Glenbard Township High School District and serves as the head golf coach at Wheaton College. Tower Wealth Advisors provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $47 million across about 218 accounts. The firm focuses on exchange-traded equities and offers both discretionary and non-discretionary portfolio management alongside 401(k) plan assistance.

Lawrence Gatz is a CFP® and holds a Series 65 license with 12 years of industry experience. He has worked at Copperwood Financial since 2020 and previously held roles at Significant Wealth Partners Inc., Capital Management Consultants, Kingsview Asset Management, Atkins and Associates, and Wealth Planning Network. Outside of his advisory work, he co-owns KLG Management Inc., which provides personal insurance and general business management consulting. Copperwood Financial offers fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and small businesses, including a specialty practice for professional athletes. The firm manages portfolios using a tactical allocation approach and provides retirement plan consulting, serving as an ERISA Section 3(38) fiduciary for employer-sponsored plans.

Timothy Obendorf is a CFP® and holds a Series 65 license with 16 years of industry experience. He has been with Steward Advisors, LLC since 2011. Outside of his advisory role, he is a 25% minority owner and board member of McLennan Property Management Company, which manages commercial and industrial properties in the Chicago area. Steward Advisors serves individuals, businesses, trusts, estates, retirement plans, charitable organizations, corporations, and family offices with fee-based financial planning and private portfolio management. The firm manages approximately $137 million in assets, integrating financial planning with investment strategies that include ETFs, mutual funds, individual securities, and privately placed investments, while employing options and derivatives for hedging and tactical purposes.

Christopher Casey is a CFA® charterholder with 10 years of industry experience. He has been with Windrock Wealth Management since 2013 and currently serves as an advisor at the firm in Naperville, IL. Windrock Wealth Management serves high-net-worth individuals, family offices, and retirement-plan sponsors, providing discretionary portfolio management, family office solutions, and fiduciary retirement-plan consulting. The firm uses a macroeconomic, multi-year asset-allocation approach across traditional and alternative investments and is notable for sponsoring private funds and offering those opportunities to clients alongside standard advisory services.

Brian Bullington is a financial advisor at First Choice Financial Services LLC with one year of industry experience. Prior to his advisory role, he was a professional athlete for nine years. First Choice Financial Services LLC serves individual and high-net-worth clients by providing financial advice primarily through referrals to third-party money managers and estate-planning support, acting as a liaison to facilitate documentation, disclosures, and reviews. The firm does not manage assets directly but selects external managers using fundamental, technical, and cyclical analysis while maintaining ongoing oversight and client communications.