Giacomo Manfredini is a financial advisor at FMI Financial, Ltd. with a Series 65 designation and one year of industry experience. Prior to joining FMI Financial in 2026, he worked at GoldStone Financial Group and has educational experience at Elmhurst University and Nazareth Academy. FMI Financial, Ltd. provides investment advisory services to institutional investors, high-net-worth individuals, corporate retirement plans, trusts, and estates. The firm offers discretionary portfolio management, investment consulting, and financial planning, emphasizing a long-term, diversified approach and individualized Investment Policy Statements.

Michael Madden is a financial advisor at Madden Funds Management with 26 years of industry experience. He holds a Series 65 designation and has been with Madden Funds Management since 1994. The firm provides financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. Madden Funds Management focuses on tailored investment programs using asset-class funds managed primarily by Dimensional Fund Advisors, supplemented by Fidelity funds, with an emphasis on diversification and long-term holdings.

Thomas Koleski is a CFP® professional with 16 years of industry experience, currently serving at Cedar Capital, LLC since 2017. Prior to Cedar Capital, he spent one year at 55 Capital. Cedar Capital, LLC is an independent investment adviser that provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, and other business clients. The firm specializes in ETF-based model portfolios, offering both strategic and active asset allocation approaches tailored to client objectives, risk tolerance, and tax considerations.

Michael Evans is a financial advisor at Cogent Strategic Wealth LLC in St. George, UT, holding a Series 65 designation with 16 years of industry experience. He has been with Cogent Strategic Wealth since 2009. Cogent Strategic Wealth manages approximately $266 million across nearly 100 client relationships, serving individuals, trusts, charitable organizations, and participant-directed retirement plans. The firm employs a Personal Chief Financial Officer model, using diversified, primarily passive investment portfolios with ESG and tax-sensitive options, supported by third-party managers and advanced portfolio analysis techniques.

Christopher Plahm is a CFP® professional with 25 years of experience in financial advising. He is a partner at Stonebridge Wealth Management LLC in Oak Brook, IL, where he has worked since 2011, and he also serves as managing member and CCO of Tall Pines Capital, LLC. His career includes prior roles at Commonwealth Financial Network and APW Capital, Inc. Stonebridge Wealth Management serves individuals, trusts, corporations, partnerships, and tax-exempt entities, managing approximately $283 million for around 288 clients. The firm provides discretionary investment management, financial planning, and family-office/business consulting, using customized portfolios that incorporate ETFs, separate account managers, and individual securities, with a fiduciary approach to client assets.

Christopher Much is a CFP® professional with 18 years of experience in financial advising. He has worked at CTS Financial Planning, Inc. since 2013 and also has a background at Certified Insurance Consultants, Inc. since 2012. Much holds Series 63 and Series 65 licenses. CTS Financial Planning serves individual and high-net-worth clients with comprehensive financial, retirement, and investment planning, along with discretionary asset management and in-house tax preparation services. The firm employs an active, technically driven investment approach and integrates tax and accounting capabilities within a small advisory team managing over $313 million in assets.

Brian Wilson is a financial advisor at Stabile Investment Management with 19 years of industry experience. He holds a Series 65 designation and has worked at Stabile Investment Management since 2008, following four years at Financial Solutions Advisory Group. Stabile Investment Management primarily serves individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management along with investment consulting. The firm emphasizes diversification and fundamental analysis, using ETFs and no-load mutual funds for broad exposure, and maintains a structured review process with a single principal overseeing all client accounts.

Rachel Barnard is a financial advisor at Midway Capital Research & Management LLC with 17 years of industry experience. She holds the Series 65 designation and has been with Midway Capital since 2008. Midway Capital Research & Management serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations by providing discretionary portfolio management, financial planning, consulting, and retirement-plan advisory services. The firm uses a bottom-up fundamental research process with a value-oriented approach and offers customized portfolios to address client-specific needs.

Jonathon Much is a financial advisor at CTS Financial Planning, Inc. in Chicago, IL, with 10 years of industry experience. He holds the ChFC® designation and a Series 65 license. Much has been with CTS Financial Planning since 2015 and also worked at Certified Insurance Consultants, Inc. from 2015 to 2020 and again from 2020 to the present. CTS Financial Planning serves individual and high-net-worth clients with comprehensive financial, retirement, and investment planning, along with discretionary asset management and in-house tax and accounting services. The firm emphasizes active, technical, and cyclical investment management using proprietary models to manage risk and incorporates tax and insurance services within its offering.

George Kontos is a financial advisor at Bull & Bear Advisors LLC with one year of industry experience. He holds a Series 65 credential and has prior roles in baseball analysis at NBC Universal and business development at Bull & Bear LP. Kontos also operates an investment company and occasionally offers clients advice or products from this activity. Bull & Bear Advisors LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients, combining charting, fundamental, and technical analysis with long- and short-term trading strategies including options and derivatives. The firm also has connections to private investment vehicles and requires clients to custody assets with select broker-dealers.

Cem Karsan is a financial advisor at Kai Wealth LLC with Series 65 credentials and one year of industry experience. He previously worked at Aegea Capital for 12 years and is affiliated with Kai Volatility Advisors LLC. Outside of advisory work, he manages a personal real estate investment vehicle through Saffron Capital Partners LLC. Kai Wealth LLC provides investment management, financial planning, and consulting primarily for high-net-worth and sophisticated investors. The firm emphasizes risk-managed portfolio construction using thematic equity strategies, alternative investments, and options-based overlays across discretionary and non-discretionary mandates.

Anthony Kratofil is a CFP® and Series 66-licensed advisor with 22 years of industry experience. He has been with Vital Wealth Management, LLC since 2018 and also teaches an introductory stock selection class at Moraine Valley Community College. Kratofil has previously worked at Charles Schwab and Morgan Stanley. Vital Wealth Management is an independent advisory firm serving individuals, high-net-worth clients, trusts, corporations, retirement plans, and government entities. The firm focuses on portfolio optimization and diversified allocations, combining discretionary portfolio management with financial planning and retirement plan advisory services.

Barry Leslie is a financial advisor at Leslie Global Wealth, LLC with 28 years of industry experience. He holds the CFP® designation and Series 63 license and has been associated with Leslie Global Wealth since 2012 and LPL Financial since 1998. Outside of his advisory work, he manages LGW Aviation, LLC, an entity formed for owning and leasing an aircraft. Leslie Global Wealth serves individuals, high net worth clients, trusts, estates, and charitable organizations, offering comprehensive portfolio management and financial planning. The firm uses a combination of fundamental, quantitative, and qualitative analysis with an emphasis on asset allocation and fixed-income strategies, and supplements traditional wealth services with tax planning and real estate analysis.

Marguerite Collins is a financial advisor at New England Research & Management, Inc. with 16 years of industry experience. She holds Series 63 and Series 65 designations and has been with the firm since 1990. New England Research & Management provides discretionary investment management primarily to high-net-worth individuals and families, managing a range of account types including trusts, retirement plans, and estates. The firm customizes portfolios to individual client objectives and utilizes a variety of securities and strategies, including the use of margin and derivatives.

Ryan McNeilly is a financial advisor at Kenora Financial, LLC with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Invesco, LLC since 2008. In addition to his advisory role, McNeilly is a part-time partner at Ryan McNeilly & Associates, CPAs, LLC, where he is involved in tax planning and preparation. Kenora Financial serves individual and high-net-worth clients, providing financial planning, investment counseling, and tax-related advice with a focus on customized portfolio management. The firm’s approach emphasizes separately managed accounts built using Value Line research, tax-aware rebalancing, and tailored risk management, and it also offers financial education through client seminars and reports.

Douglas Oosterhart is a CFP® professional with 12 years of experience in the financial services industry. He has worked at Northwestern Mutual and its affiliated companies before joining LifePoint Planning in 2018. In addition to his advisory role, he is a licensed insurance professional and receives commissions from insurance product sales, which are separate from his advisory services. LifePoint Planning serves individual and high-net-worth clients, corporations, and retirement plan sponsors, providing investment management, comprehensive financial planning, and retirement plan consulting. The firm employs asset-allocation-driven portfolios using both passive index and active quantitative strategies, supported by digital platforms and ongoing portfolio monitoring.

John Mailander is a financial advisor with Dinergy, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Dinergy Wealth Management since 2019 and previously spent three years at Horter Investment Management. Mailander is also president and insurance agent at A. King Financial Chartered, LTD, where he conducts life insurance sales. Dinergy is a registered investment adviser that provides discretionary investment management and financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm employs a tactical, risk- and volatility-focused approach to manage assets across various domestic and international securities, typically on a discretionary basis.

Thomas Westrick is a CFP® professional with 27 years of experience in the financial services industry. He is the sole advisor at RPC Private Wealth, LLC and has held positions at firms including Private Vista, LLC, APW Capital, Inc., and Retirement Programs, LLC. Outside of his advisory role, he works as a financial consultant at Retirement Programs Co. LLC, where he assists with financial planning and client management. RPC Private Wealth provides discretionary portfolio management to individuals, high-net-worth clients, and pension/profit-sharing plans through three distinct platforms. The firm’s investment approach emphasizes mutual funds, ETFs, and real estate funds, managing accounts with discretionary authority and tailored client investment policies.

Imani Change is a CFP® professional with four years of industry experience, currently serving as an advisor at The Change Advisory Group, LLC. Prior to joining the firm, Imani worked at Amazon and Amazon UK for a total of seven years. Outside of financial advising, Imani owns and operates a real estate development and property management business focused on refurbishing and renting apartment buildings. The Change Advisory Group primarily serves high-net-worth individuals and related entities, offering discretionary portfolio management alongside financial planning and consulting for trusts, IRAs, retirement accounts, and employer-sponsored plans. The firm uses customized portfolios with a range of investment strategies informed by fundamental equity analysis and fixed-income structuring, serving a varied client base that includes institutional and governmental entities.

Tyler May is a financial advisor at Forest Asset Management LLC with six years of industry experience. He holds a Series 65 designation and has worked at Forest Asset Management since 2018, following three years at ConAgra Brands. Forest Asset Management LLC serves individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory, primarily using passive and evidence-based mutual funds and ETFs, with discretionary portfolio management and financial planning services.