Brian Beasley is a financial advisor with Athena Advisor Services, LLC in Lombard, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He worked at LPL Financial for 14 years before joining Athena Advisor Services in 2013. Beasley co-hosts the Fierce Fiduciary Podcast and serves as an uncompensated administrator for several financial education discussion groups. Athena Advisor Services provides asset management and financial planning to individuals, trusts, estates, and business entities. The firm offers discretionary portfolio management, written financial plans, and ongoing subscription planning services, using fundamental, technical, and cyclical analysis to tailor portfolios and conduct quarterly reviews.

John Van Ermen is a financial advisor at Exemplar Wealth Advisors, LLC with Series 63, 65, and 66 credentials and over 9 years of industry experience. His prior work includes roles at Cetera and JPM Consulting. Exemplar Wealth Advisors, LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a multi-faceted investment approach that incorporates technical and fundamental analysis, modern portfolio theory, and uses third-party managers, focusing on both traditional and alternative investments for accredited investors.

David Sopchik is a financial advisor at CJW Capital, LLC in Chicago, IL, holding a Series 65 designation with six years of industry experience. He has been with CJW Capital since 2018 and previously worked at Barnes & Noble Booksellers, Inc. from 2012 to 2019. CJW Capital serves individuals, institutional investors, charities, corporations, and retirement plans, offering discretionary portfolio management, financial planning, retirement plan advisory, and donor-advised fund management. The firm emphasizes fundamental analysis and long-term investment strategies, utilizing low-cost mutual funds, ETFs, and other securities tailored to client needs.

Michael Thompson is a CFA® charterholder with 11 years of industry experience. He currently serves as a financial advisor at Thompson Capital Management, LLC and Little Harbor Advisors, LLC, where he holds the role of Portfolio Manager. His prior experience includes positions at Kaizen Advisory and Typhon Capital. Thompson Capital Management provides investment management and financial planning primarily to individual and high-net-worth clients, and also serves other advisers through sub-advisory arrangements. The firm employs a model-driven investment approach across multiple strategies, utilizing equities, fixed income, options, and exchange-traded products, including derivatives and VIX-linked instruments.

David Jordan is a financial advisor at QVG, LLC with one year of industry experience. He holds a Series 65 designation and has operated a YouTube channel since 2023. QVG, LLC provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, corporations, and trusts. The firm employs a model-driven, quantitative investment approach primarily focused on Russell 3000 securities, incorporating derivatives and complex fixed-income instruments across various strategies.

Bobbie Helman is a financial advisor at Parkview Asset Management, Inc. with eight years of industry experience and a Series 66 designation. Her prior work includes roles at firms such as Cousins & Associates Inc., StrategyPoint Financial LLC, and Edward Jones. Parkview Asset Management, Inc. manages approximately $206 million for about 140 clients, including individuals, high-net-worth individuals, trusts, estates, and retirement plans. The firm provides discretionary portfolio management and comprehensive financial planning, using a long-term, client-specific investment approach that typically incorporates low-cost diversified mutual funds and ETFs along with individual securities or unaffiliated money managers as appropriate.

Brian Tumpane is a financial advisor with Cedar Capital, LLC and holds a Series 65 designation. He has experience working with Cedar Capital Advisors since 2025 and has prior experience at Upside Group, Inc and Second Sons Advisors, as well as seven years at Walgreens / Alliance Rx Walgreens Prime. Cedar Capital, LLC is a state-registered independent investment adviser that provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, and other business clients. The firm emphasizes ETF-based model portfolios and offers both strategic and active asset allocation approaches while incorporating individual securities, options, and alternative instruments when aligned with client objectives.

Brittany Boma is a financial advisor at Joseph Wealth Management, LLC with four years of industry experience. She holds a Series 66 designation and also operates BOMA LLC, a law contract review firm where she works as an attorney. Prior to joining Joseph Wealth Management, she has held roles at Joseph Eden Capital, CTA, and the City of Chicago. 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 discretionary client assets and employs a mix of fundamental, technical, cyclical, and modern portfolio theory approaches, including more active strategies such as short-term options trading for suitable accounts.

Jeffrey Holland is a Series 65-licensed financial advisor with 23 years of industry experience. He has been with VIA IV Investments, LLC since 2002. VIA IV Investments, LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as businesses, charities, estates, and trusts. The firm uses broadly diversified, custom-indexed model portfolios combined with periodic rebalancing and external research, and offers alternative private fund access and a discretionary digital advice program with lower minimums.

Paul Beran is a financial advisor at Arbor Financial Services, LLC in Downers Grove, Illinois, holding a Series 65 designation with 12 years of industry experience. He has been with Arbor Financial Services since 2013. 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 employs a range of analytical approaches and firm-developed model portfolios, offering services through both bundled wrap-fee programs and unbundled advisory arrangements.

Andrew Arnold is a financial advisor at M3Sixty Capital, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Investments and Carillon Fund Distributors, Inc. He also serves as a Regional Director and Wholesaler for M3Sixty Capital. M3Sixty Capital, LLC provides investment advisory services primarily to institutional clients and investment companies, managing several SEC-registered mutual funds and offering model managed accounts and separately managed accounts. The firm uses a range of active strategies across multiple asset classes and explicitly serves investment companies, including the M3Sixty Small Cap Growth Fund and other specialized funds.

Jessica Stanley is a financial advisor at Rezny Wealth Management, Inc. in Aurora, IL, holding a Series 65 designation with 13 years of industry experience. She has been with Rezny Wealth Management since 2009. Rezny Wealth Management primarily serves individual investors, including high-net-worth clients, as well as pension and profit-sharing plans, offering discretionary portfolio management and integrated financial planning on a fee-only basis. The firm manages approximately $506 million in client assets, utilizing a Global Tactical Opportunity Portfolios framework that combines quantitative and fundamental analysis across a range of investment styles.

Sandra Higgins is a CFP® professional with two years of industry experience, currently serving as an advisor at Capstone Financial Advisors Inc in Downers Grove, IL. She has been with Capstone Financial Advisors since 2010. Capstone Financial Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers portfolio management and financial planning services, emphasizing asset-class allocation, cost control, and tax positioning, with access to private fund investments and in-house tax services.

Julie Hupp is a CERTIFIED FINANCIAL PLANNER™ professional with 20 years of industry experience. She is currently with Vertex Partners and has held prior roles at Aspire Planning Group LLC, Highpoint Advisor Group, and LPL Financial among others. She is also a faculty member at the Lake Forest Graduate School of Management. Vertex Partners provides comprehensive advisory services to individuals, trusts, estates, retirement plans, and charitable and corporate entities. The firm emphasizes asset allocation, diversification, and behavioral finance through a combination of active and passive investment strategies.

James Marquez is a CFP® professional with 2 years of industry experience, currently serving at Capstone Financial Advisors Inc in Downers Grove, IL. He has been with Capstone since 2015. Capstone Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and tax preparation services, with an investment approach that emphasizes asset-class allocation, cost control, and tax positioning.

Alex Ingardona is a financial advisor at Feldman, Ingardona & Co with 42 years of industry experience. He has been with the firm since 1997. In addition to his advisory role, he serves on the board of a metal stamping company, RJP Investment Group LLC, where he holds a minority ownership interest. Feldman, Ingardona & Co provides investment advisory and portfolio management services primarily to high-net-worth individuals, families, and institutions. The firm focuses on long-term strategic asset allocation and utilizes both active and passive mutual funds and ETFs, with portfolios reviewed quarterly.

Frank Pavlica is a financial advisor at Strategic Investment Solutions, Inc. with 40 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2018 and has been with Strategic Investment Solutions since 2009. In addition to his advisory work, Pavlica operates Frank J. Pavlica CPA Ltd, providing tax preparation, accounting, and bookkeeping services. He also serves on the board of directors for Cornerstone National Bank & Trust Company. Strategic Investment Solutions is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, and trustees with discretionary portfolio management and model portfolio programs. The firm’s investment approach emphasizes diversified, largely passive, long-term investments guided by Modern Portfolio Theory and the Efficient Markets hypothesis.

Charles Millington is a CFP® with 40 years of industry experience. He is the president of Millington & Co and a manager at Millington Financial Advisors, LLC, where he has worked since 2000 and 2011, respectively. Prior to these roles, he spent 12 years at MacGregor Global Investments, LLC. Millington Financial Advisors serves individual and high-net-worth clients, families, estates, corporations, trusts, and retirement plans, providing discretionary investment management along with financial planning, pension consulting, and retirement-plan advisory services. The firm incorporates tax planning and estate-planning facilitation into its offerings and manages portfolios using a mix of equities, fixed income, mutual funds/ETFs, alternative investments, and third-party managers.

Michael Leigh is a financial advisor at Wellment Financial with a Series 65 designation and one year of experience in advisory roles. He has over two decades of experience as a CPA through his own tax preparation business and has worked previously at firms including Jesser Ravid Jason Basso & Farber, LLC and Gilson, Labus & Silverman, LLC. Outside of advisory services, he continues to provide tax preparation on a part-time basis. Wellment Financial serves individuals, high-net-worth clients, and institutional sponsors by offering investment management, financial planning, and retirement-plan advisory services. The firm utilizes vetted model portfolios and a sub-advisor platform emphasizing tax-aware retirement planning, managing approximately $237 million in discretionary assets.

Jared Winkers is a ChFC® credentialed financial advisor with five years of industry experience. He is currently with Rothschild Wealth LLC and has prior experience at Northwestern Mutual Wealth Management Company and QCR Holdings. 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 focuses on asset allocation models supported by quantitative analysis and client information, using a range of investment vehicles and third-party platforms.