Robert Pick is a financial advisor at RightWise Wealth with a Series 65 designation and 16 years of experience at Bain & Company. He has no prior industry experience in financial advising. RightWise Wealth is a small advisory firm serving individual clients through comprehensive financial planning and discretionary portfolio management, with additional tax preparation services facilitated by a third-party provider. The firm’s investment approach emphasizes low-cost ETFs, factor-based strategies, and incorporates third-party money managers and model portfolios.

Krzysztof Garlewicz is a CFP® and Series 66-registered advisor with 18 years of industry experience. He has worked at ProsperiFi LLC since 2017 and previously spent seven years with LPL Financial. In addition to his advisory work, he is an author associated with the Financial Freedom Formula and has engaged in speaker and content creation activities. ProsperiFi LLC provides advisory services to individuals, pension and profit-sharing plans, corporations, and family-owned businesses. The firm employs a multi-faceted investment approach incorporating fundamental, quantitative, and technical analysis, along with modern portfolio theory, and offers access to alternative investments and third-party money managers.

Daria Mack is a financial advisor at Rail-Splitter Capital Management LLC with 24 years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial and Wintrust Investments LLC. Rail-Splitter Capital Management provides investment advisory services to high-net-worth individuals, families, trusts, and estates, focusing on fundamentally driven, long-term portfolio management that incorporates individual stocks, ETFs, bonds, and independent managers as appropriate. The firm offers both discretionary and non-discretionary services and maintains an institutional relationship with Goldman Sachs to support its investment process.

Bryan Petry is a financial advisor with Stonebridge Wealth Management LLC in Oak Brook, IL, holding a Series 66 designation and 23 years of industry experience. He has worked at Stonebridge Wealth Management since 2017 and previously held positions at APW Capital, Inc., Securian Financial Services, Inc., and GCG Financial Inc. Stonebridge Wealth Management serves individuals, trusts, corporations, partnerships, tax-exempt entities, and other legal entities, managing approximately $283 million for about 288 clients. The firm offers discretionary investment management, financial planning, and family-office/business consulting, focusing on customized portfolios that incorporate ETFs, separate account managers, and third-party strategies.

Bahman Barzideh is a financial advisor at Barzideh & Nadeau Wealth Management LLC with 24 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at Apollon Wealth Management, Piershale Financial, and Triad Advisors Inc. Barzideh & Nadeau Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and business entities, providing portfolio management, financial planning, and consulting. The firm employs a multi-disciplinary investment process and offers access to a broad range of strategies, including alternative investments, margin, and options.

Dana Lyons is a Series 65-credentialed financial advisor with 25 years of industry experience. He has been with J. Lyons Fund Management, Inc. since 1999. J. Lyons Fund Management provides discretionary portfolio management primarily to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm utilizes a proprietary risk management and market-timing model combined with technical analysis and a relative-strength fund selection process, managing accounts on a discretionary basis with an emphasis on limiting downside risk through active timing strategies.

Greg Kenney is a financial advisor at Kenney Investments Inc. with over four years of industry experience and holds a Series 65 credential. He has been with Kenney Investments Inc. since 1989, spanning more than three decades at the firm. Kenney Investments Inc. manages portfolios for high-net-worth individuals, charitable foundations, corporations, and retirement plans, overseeing approximately $332 million in assets across a small client base. The firm employs a long-term, fundamentally driven investment approach with a focus on large-cap equities, high-quality fixed income, and diversified international exposure, tailoring portfolios to individual risk parameters and conducting quarterly reviews.

Austin Kight is a financial advisor at Cambier Capital, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including 2642 Capital, LLC, ALPS Distributors, Inc., PT Asset Management LLC, Performance Trust Capital Partners LLC, Innovator Capital Management, Foreside Fund Services, LLC, and Weber Shandwick. Cambier Capital provides continuous wealth and investment management services to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, corporations, and other business entities. The firm offers customized portfolios using mutual funds, ETFs, individual equities, and fixed-income securities, employing a primarily long-term investment approach with flexibility to adjust based on client objectives or market conditions.

Ryan Finn is a financial advisor at Apis Financial Group, LLC with 12 years of industry experience. He holds Series 66, Series 65, and Series 63 licenses and has worked at firms including E*Trade Securities and Great Point Capital. Finn is also president of Command Financial Group LLC, a mortgage brokering business. Apis Financial Group provides investment management and financial planning services to individual clients, including high-net-worth households. The firm employs a disciplined approach using asset allocation, fundamental and technical analysis, and Modern Portfolio Theory principles, offering fee-only services with no account minimums.

Michele Bush is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2022. Prior to joining Savant, she worked for seven years at Baril Advisors LLC. She holds a Series 65 registration and is based in Rockford, IL. Savant Wealth Management offers comprehensive wealth and investment management services to individuals, families, charitable organizations, corporations, and retirement plans. The firm employs a structured, evidence-based investment approach using model portfolios with low-cost mutual funds and ETFs, alongside tax-aware strategies and customization options, supported by a multi-advisor enterprise model and affiliated in-house services such as tax consulting and legal support.

Jeremiah Yi is a financial advisor with Cambier Capital, LLC in Wheaton, IL. He holds Series 63 and Series 66 licenses and has four years of industry experience. His prior roles include positions at PT Asset Management LLC, Performance Trust Capital Partners LLC, and ALPS Distributors, Inc. Cambier Capital provides wealth management and investment services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm offers customized portfolios typically consisting of mutual funds, ETFs, individual equities, and fixed-income securities, employing a long-term investment approach combined with fundamental and technical analysis and independent third-party manager oversight.

Keith Karchmar is a financial advisor with K&H Wealth Partners, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Kestra Advisory Services, Kestra Investment Services, and TLG Advisors. Outside of his advisory work, he serves on the Board of Directors for Northbrook/Glenview School District 30. K&H Wealth Partners is a supported registered investment adviser managing approximately $66 million for around 70 clients. The firm offers portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and institutional plan sponsors, employing a range of investment strategies from long-term investing to short-term trading.

Scott Smith is a Series 65-licensed financial advisor with eight years of industry experience. He is affiliated with Stephen Smith Financial Inc. and has held roles at Significant Wealth Partners LLC, Capital Management Consultants, and other firms. In addition to advisory services, he is involved in insurance and fixed annuity sales. Stephen Smith Financial Inc. provides discretionary investment advisory and managed-account services to individual and high-net-worth clients, offering portfolio management across various asset classes and one-time financial planning with ongoing oversight. The firm employs a tailored investment approach that integrates asset allocation, technical analysis, and may utilize third-party sub-advisors, supported by proprietary AI and machine-learning tools.

Peter Soltesz is a financial advisor with Apis Financial Group, LLC, holding Series 63, 65, and 66 designations and over 31 years of industry experience. His prior roles include positions at Waddell & Reed, Inc. and Count Consulting, LLC. Outside of finance, he serves as president of the Cook-Dupage County Beekeepers Association. Apis Financial Group provides investment management and financial planning services to individual clients, including high-net-worth households. The firm employs a blend of fundamental, technical, and cyclical analysis along with Modern Portfolio Theory principles to build diversified portfolios, offering both comprehensive and targeted planning engagements.

Paul Linzer is a financial advisor at Kenora Financial, LLC with 26 years of industry experience. He holds the Series 65 designation and has been with Invesco, LLC since 1990. Kenora Financial serves individual clients, including high-net-worth households, providing financial planning, investment counseling, retirement and estate planning, tax-related advice, and customized portfolio management. The firm’s investment approach focuses on customized separately managed accounts with diversified concentrated equity positions, emphasizing tax efficiency and tailored risk levels.

Debra Meyer is a Series 65-licensed financial advisor at Moonstone Asset Management, Inc. with eight years at the firm and five years of industry experience overall. Prior to joining Moonstone, she worked at Grubhub for two years. Moonstone Asset Management serves individual and high-net-worth clients as well as corporate retirement plans, providing discretionary asset management alongside financial planning and consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to build tailored portfolios that may include mutual funds, ETFs, equities, fixed income, and, when appropriate, option strategies and other leveraged instruments.

Mark Sansoterra is a CFA® charterholder with five years of industry experience, currently serving as an advisor at Highview Capital Management, LLC since 2020. Prior to this, he worked at BMO Private Bank from 2001 to 2020. Highview Capital Management LLC provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a range of analytical methods to implement asset-allocation strategies tailored to client goals and risk tolerance, managing approximately $363.6 million in regulatory assets across a small advisory team.

Brian Green is a financial advisor at Capital Management Group, Inc. in St. Charles, IL, holding a Series 65 designation with 24 years of industry experience. He has been with Capital Management Group since 2001. Capital Management Group, Inc. provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, businesses, and employee benefit plans. The firm employs a buy-and-hold investment approach with a focus on conservative fixed-income management, serving both retail and certain institutional-style clients.

Eric Cervantes is a CFA® charterholder with 20 years of experience at Investment Consulting Services, LLC, based in Lombard, IL. He has been with the firm since 2006. Outside of his advisory role, he is a partner in a rental property business in Texas. Investment Consulting Services, LLC provides financial planning, investment management, wealth management, and retirement plan consulting primarily to high-net-worth individuals and employer-sponsored retirement plans. The firm utilizes Modern Portfolio Theory and a combination of passive and active investment strategies, serving a small, concentrated client base with a focus on large-dollar assets.

Brian Owen is a financial advisor at BJO Wealth Management LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BJO Wealth Management since 2013. BJO Wealth Management serves high-net-worth individuals, trusts, estates, and corporations by providing discretionary and non-discretionary portfolio management and financial planning. The firm emphasizes diversification, risk analysis, and a blend of fundamental, cyclical, and technical analysis to tailor investment strategies to each client’s objectives.