Maxwell Martin is a Series 65 licensed financial advisor at KDM Wealth Management Inc. in Geneva, IL, with three years of industry experience. He previously worked at KDM Investment Management, Inc. for four years and was a full-time student for ten years prior to that. KDM Wealth Management is a fee-based SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm manages approximately $112 million across about 149 client relationships, focusing on low-cost, diversified portfolios that emphasize index and passive investments combined with fundamental analysis.

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.

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.

Lindsey Cannata is a Certified Financial Planner® with 12 years of industry experience, currently practicing at Cannata & Company, LLC in Roselle, IL. She previously worked at Commonwealth Financial Network for 12 years and has been with Cannata & Company since 2014. Lindsey is also a licensed notary public. Cannata & Company provides comprehensive financial planning services to individuals and families, focusing on estate planning, business succession, retirement, education funding, and cash-flow management. The firm delivers tailored planning engagements without discretionary portfolio management or custody of client assets.

Christian Cruz is a financial advisor at Cruz Investments & Wealth Management with four years of industry experience. He holds a Series 65 designation and previously worked at Advisors Excel from 2016 to 2019. In addition to his advisory role, Cruz is licensed as an insurance agent, focusing on life and health insurance sales and policy reviews for clients. Cruz Investments & Wealth Management primarily serves pooled investment vehicles and institutional clients, offering financial planning, qualified plan management, and third-party investment adviser selection and monitoring. The firm emphasizes asset allocation using external research and analytical tools, tailoring recommendations to clients' objectives, risk tolerance, and time horizon.

Lawrence Gatz is a CERTIFIED FINANCIAL PLANNER™ with 13 years of industry experience. He is currently a financial advisor at Copperwood Financial and has held prior roles at Significant Wealth Partners Inc., Capital Management Consultants, Kingsview Asset Management, Atkins and Associates, and Wealth Planning Network. Outside of advisory work, he is co-owner of KLG Management Inc., where he 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 business entities. The firm employs a tactical allocation approach for discretionary portfolio management and provides retirement plan consulting and fiduciary services, including a specialized division focused on financial literacy and coaching for professional athletes.

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.

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.

Jeffrey Chapracki is a financial advisor at Brentview Investment Management, LLC with 23 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley, Capital Market Consultants, Citigroup Global Markets, and BNY Mellon Advisors. Brentview Investment Management primarily serves high-net-worth individuals and institutional clients, offering discretionary portfolio management with a focus on a fundamentally driven Dividend Growth investment approach. The firm is employee-owned, certified as a Minority Business Enterprise, and notable for its integration across various wrap-fee and managed account platforms.

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.

David Schlesselman is a financial advisor at KDM Wealth Management Inc. in Geneva, IL, holding a Series 65 designation with eight years of industry experience. He is part of a three-advisor team at KDM Wealth Management. KDM Wealth Management serves individuals, trusts, estates, charitable organizations, and retirement plans with customized wealth management and discretionary portfolio management. The firm emphasizes low-cost, diversified portfolios using index and passive investments combined with fundamental analysis and strategic allocations.

Kevin Kuhn is a financial advisor at Kuhn & Company Investment Counsel, LLC with 13 years of industry experience. He holds a Series 66 designation and has been with Kuhn & Company Investment Counsel since 2019. Prior to that, he worked at Commonwealth Financial Network for several years. Kuhn also serves on the Board of Trustees for St. Viator High School and is a principal and CPA at Kuhn & Company CPAs, PC, where he provides accounting and tax services. Kuhn & Company Investment Counsel is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers portfolio management, financial planning, and consulting, tailoring portfolios to client objectives through fundamental and cyclical analysis and modern portfolio theory, and often utilizes third-party managers and tax-management strategies.

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.

Stephen Smith is a financial advisor at Stephen Smith Financial Inc. with nine years of industry experience. He holds a Series 65 credential and previously worked at Significant Wealth Partners LLC, Capital Management Consultants, Inc., Atkins & Associates, and Essence Capital Group. In addition to his advisory work, he is an author. Stephen Smith Financial Inc. provides discretionary investment advisory and managed-account services to individual and high-net-worth clients. The firm offers portfolio management across various asset classes and combines technology-driven tools with personalized financial planning and oversight.