Ann Davis is a Series 65-licensed financial advisor at Capital Management Consultants with 14 years of industry experience. She has been with the firm since 2011. Capital Management Consultants provides discretionary and non-discretionary investment management to individuals, retirement and profit-sharing plans, trusts, estates, corporations, and other entities, managing approximately $76 million across about 61 client relationships. The firm employs a blended investment approach that includes fundamental and technical analysis, utilizing strategic, tactical, and dynamic allocation strategies across various asset classes, with an emphasis on client risk profiles and market conditions.

Charles McKenna is a financial advisor with McKenna Capital, Inc. in Wheaton, IL, holding Series 65 and Series 63 designations and 15 years of industry experience. He has worked at Heart Capital, LLC since 2018, McKenna Capital since 2017, and previously at National Planning Corporation and Global Beverage Team, LLC. Outside of his advisory work, he provides consulting services for GModelo USA, LLC. McKenna Capital is a small, supported advisory firm managing approximately $83 million for fewer than 40 clients, including individuals, pension and profit-sharing plans, and pooled investment vehicles. The firm utilizes a mix of charting, fundamental, and technical analysis to implement long-term strategies and options trading, managing accounts mostly on a discretionary basis while also offering financial planning and portfolio monitoring services.

Jose Cuevas III is a CFP® professional with 18 years of experience in financial advising. He has been with Wisdom Investments since 2016 and also worked at High Five Financial, LLC from 2016 to 2018. Wisdom Investments provides discretionary investment management and financial planning services to individuals, nonprofit organizations, and retirement plans. The firm employs a long-term, buy-and-hold approach guided by Modern Portfolio Theory and the Efficient Market Hypothesis, offering a range of tiered planning services and incorporating educational seminars and AI-enabled tools as part of its client support.

David Gosnell is a CFA® charterholder with 18 years of experience at New England Research & Management, Inc. He is based in Chicago, IL, and has spent his entire professional career with the firm since 2008. 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 manages each account separately, employing a diversified mix of securities and instruments, with reported assets under management of approximately $337 million across 149 client accounts.

Luke Van De Loo is a financial advisor at Sullivan Mermel, Inc. in Chicago, IL, holding a Series 65 designation with three years of industry experience. He previously worked at Orgel Wealth Management and held roles at St John's Catholic Newman Center and the University of Illinois. Sullivan Mermel, Inc. is a fee-only, holistic financial planning firm serving individuals and families, including high-net-worth clients. The firm uses a retainer-based fee model and focuses on customized investment strategies emphasizing low-cost mutual funds, U.S. government bonds, and cash equivalents.

John Kosar is a Series 65 licensed advisor with Asbury Research LLC, where he has worked since 2023. He has prior experience at Symetra, Allvue Systems, Equitrust Life Insurance Company, and Northern Trust. Asbury Research LLC provides subscription-based investment research and model portfolios to individual investors and money managers, and serves as a sub-adviser and model provider to other advisers and broker-dealers. The firm focuses on growth equities, income securities, and high-yield bonds, utilizing fundamental, quantitative, and technical analysis in its research.

David Dickman is a financial advisor at Mindful Wealth LLC in Northbrook, IL, with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities Inc. since 2007. Since 2018, he has been with Mindful Wealth LLC, which operates as a supported firm. Mindful Wealth LLC provides comprehensive investment advisory and financial planning services to high- and ultra-high-net-worth individuals and families, business owners, ERISA plans, and private foundations. The firm employs a personalized, discretionary investment approach focused on traditional, tax-aware strategies and serves a concentrated clientele of HNW and institutional clients.

Steven Goodman is a financial advisor with The Nestegg Group, Inc. in Lincolnwood, IL, holding a Series 65 credential and 28 years of industry experience. He has been with The Nestegg Group since 1993, spanning 33 years at the firm. The Nestegg Group, Inc. provides discretionary, fee-only investment advisory services to individuals, retirement plans, trusts, estates, business entities, and charitable organizations. The firm manages approximately $331 million across about 187 client relationships, using a combination of mutual funds, exchange-traded funds, and access to alternative investments, with approaches guided by asset allocation, qualitative manager analysis, and varied trading strategies.

Lamont Change is a CFP® professional with 16 years of experience, practicing at The Change Advisory Group, LLC in Chicago, IL. He holds the Series 66 designation and serves as a managing director at the firm. The Change Advisory Group primarily serves high-net-worth individuals and related entities, providing discretionary portfolio management alongside financial planning and consulting for trusts, IRAs, retirement accounts, and employer-sponsored plans. The firm constructs customized portfolios using asset allocation and security selection across multiple asset classes and serves a diverse client base that includes institutional and governmental entities.

Catriona Duncan is a CFA® charterholder and holds a Series 65 license, with four years of industry experience. She is currently with Sankota Capital LLC and previously worked at William Blair Investment Management, Columbia Wanger Asset Management, Advisory Research, Inc., and CUPPS Capital Management. Outside of her advisory role, she serves as the CIO and Treasurer of the Judy Family Foundation, focusing on long-term asset allocation and private investment evaluation. Sankota Capital LLC provides discretionary investment management to individuals, high-net-worth clients, family offices, pension or profit-sharing plans, foundations, endowments, and charitable institutions. The firm employs a fundamentally driven, concentrated investment approach targeting undervalued small- and mid-cap companies with an emphasis on corporate governance and sustainability.

Mark Zelenika is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Leslie Global Wealth, LLC with 11 years of industry experience. He has been with Leslie Global Wealth since 2014. Outside of his advisory role, he participates in investment-related research surveys. Leslie Global Wealth serves individuals, high net worth clients, trusts, estates, and charitable organizations by providing comprehensive portfolio management and financial planning. The firm employs a disciplined investment approach focused on asset allocation and fixed income, offering access to LPL Financial–sponsored managed strategies and supplemental services such as tax planning and real estate analysis.

Sara Freer is a financial advisor at New England Research & Management, Inc. She holds a Series 65 credential and has been with the firm since 2006. Sara operates out of Chicago, IL, and has 20 years of industry experience. 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 accounts, and estates. The firm customizes portfolios to individual client objectives and manages accounts separately, employing a variety of securities and strategies with full discretionary trading authority.

Gianni Perkovic is a financial advisor at Retirement Systems LLC with seven years of industry experience. He holds a Series 65 credential and has worked at several firms, including AE Wealth Management, EV Federal, FEFA Asset Management, and Citizens Bank. In addition to his advisory role, Perkovic is a licensed insurance agent and dedicates a significant portion of his time to insurance product sales. Retirement Systems LLC provides discretionary asset management, financial planning, and ERISA 3(21) fiduciary services to individuals and retirement plans. The firm offers tailored investment programs and ongoing portfolio management, combining fundamental, technical, and charting analysis with regular account reviews.

Dillon Hoover is a CFA® charterholder with four years of industry experience. He is currently an advisor at Significance Capital Management LLC and previously worked at CastleArk Management and Spot Trading L.L.C. Significance Capital Management LLC is an independent investment adviser that provides discretionary portfolio management to individuals and high-net-worth clients. The firm employs an Enhanced Alpha Strategy that combines fundamental, quantitative, factor, and technical analysis to manage large-cap equity allocations, and also serves as a sub-adviser to the Significance Capital Enhanced Alpha ETF.

Jeremiah Boynton is a CFP®-designated financial advisor with 23 years of industry experience, currently serving at Laureate Wealth Management, LLC since 2014. He holds securities licenses Series 63 and Series 66. Outside of his advisory role, Mr. Boynton is the majority owner of Laureate Capital Management, LLC and Laureate Capital Real Estate Investments, LLC, which manage various private equity, hedge fund, and real estate projects. He also serves on the Board of Directors for Still Austin, a bourbon distillery in Austin, Texas. Laureate Wealth Management provides investment advisory, portfolio management, financial planning, estate planning, and family office coordination for individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and other entities. The firm employs a strategic asset allocation process that includes individual securities, mutual funds, ETFs, separate account managers, and alternative investments, and is notable for its involvement with pooled investment vehicles and affiliated fund activities.

Gary Hokin is the president of Hokin Investment Advisors Inc. in Northbrook, IL, holding Series 63 and Series 66 licenses with 30 years of industry experience. He has worked at First Sovereign Securities Corp since 1995 and founded Hokin Investment Advisors in 2006. Hokin Investment Advisors serves individuals, businesses, trusts, and retirement plans, providing portfolio construction, asset management, financial planning, and pension consulting. The firm emphasizes low-cost investment solutions and offers educational seminars and workshops on investment topics for plan participants and other groups.

Alexander Ross is a CFP® and holds a Series 66 license with 18 years of industry experience. He has worked at Main Street Investment Advisors since 2017 and previously was with Morgan Stanley Private Bank from 2015 to 2017. Main Street Investment Advisors primarily serves high-net-worth individuals and private foundations, focusing on discretionary portfolio management and asset allocation across equities, fixed income, mutual funds, ETFs, and master limited partnerships. The firm employs a buy-and-hold investment approach that integrates option strategies and derivatives with client approval, and manages approximately $250 million in assets.

Doralee Meyer is a CFP® and holds a Series 66 license with 11 years of industry experience. She is currently with Merino Wealth Management and has previously worked at Guided by Grace LLC, WellAcre Global Wealth Advisors, Park Piedmont Advisors LLC, Associated Investment Services, Inc., and L'Bri. Merino Wealth Management serves individuals, high-net-worth individuals, and business clients by providing portfolio management and financial planning services. The firm employs an investment approach based on Modern Portfolio Theory, using tailored investment policy statements and asset-allocation targets along with due diligence of third-party managers and regular client reporting.

Trevore Meyer is a CFP® professional with nine years of industry experience. He has worked at Financial Design Studio, Inc. since 2019 and previously held roles at Presence Financial and Responsive Financial Group, Inc. Financial Design Studio, Inc. serves individuals, small businesses, and charitable organizations with portfolio management and financial planning, supplemented by in-house tax preparation, business bookkeeping, and educational seminars. The firm’s investment approach focuses on long-term asset allocation and buy-and-hold strategies, combining fundamental, technical, and cyclical analysis to guide portfolio decisions.

Alexander Lippitt III is a CFA® charterholder with four years of industry experience. He is currently an advisor at Lakewood Financial Group, LLC and has previously worked at Northeast Financial Group, Inc., the University of Chicago, and Transamerica/Aegon Asset Management. Lakewood Financial Group is a registered investment adviser serving high-net-worth individuals and families, offering discretionary comprehensive wealth management that includes portfolio management, financial planning, tax coordination, and access to private funds and structured products. The firm uses a strategic-core with tactical-overlay investment approach tailored to client-specific needs and manages roughly $90 million across 42 client relationships.