Jeffrey Ross is a financial advisor with Main Street Investment Advisors, LLC in Northbrook, IL, holding Series 63 and Series 65 designations and 32 years of industry experience. He has been with Main Street Investment Advisors since 2008. Main Street Investment Advisors primarily serves high-net-worth individuals and private foundations, offering discretionary portfolio management and asset-allocation advice. The firm emphasizes a buy-and-hold investment approach focused on large-cap companies, integrates option strategies for income and downside protection, and utilizes a range of research sources to support its process.

Bradley Price is a financial advisor at Moonstone Asset Management, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with DH2, Inc. for 27 years, where he serves as director of trading and operations, handling trade execution, cash management, and back office support for a family office. Moonstone Asset Management serves individual and high-net-worth clients as well as corporate retirement plans, managing approximately $75 million for about 68 clients. The firm provides discretionary asset management along with financial planning and consulting, using client-specific investment programs that incorporate fundamental, technical, and cyclical analysis with an active trading approach.

Lindsay Guido is a CFP® and holds a Series 65 license with six years of industry experience. She has worked at Conifer Bay Capital LLC since 2021, following roles at ChangePath, LLC, Effert Financial Solutions, and Partnervest Advisory Services. Outside of financial advising, she is also a stock photographer with images licensed through iStock by Getty Images. Conifer Bay Capital LLC provides fee-based portfolio management and financial planning services to individuals, high net worth clients, and charitable organizations. The firm employs both discretionary and non-discretionary asset management using a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory, and it incorporates margin trading and option strategies in its investment approach.

Paul Hoffmeister is a financial advisor at Camelot Portfolios, LLC with eight years of industry experience and holds a Series 65 credential. He has held portfolio management roles at Camelot Event-Driven Advisors and KHA Capital, and previously worked at Quaker Funds Inc. and Bretton Woods Research. Outside of investment management, he is president of PKH Group LLC, a company involved in sales of CMMS software. Camelot Portfolios provides discretionary and non-discretionary asset management to individuals and other investment advisers, offering proprietary model strategies and custom accounts. The firm manages a range of strategies using ETFs, mutual funds, options, and alternative investments, often implementing models for clients referred by other advisers and supports pooled and charitable investment vehicles.

John Kosar is a financial advisor at Asbury Research LLC with Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Asbury Investment Management LLC from 2018 to 2023 and has been with Asbury Research since 2005. Asbury Research LLC provides subscription-based investment research and model portfolios to individual investors, money managers, and third-party advisers. The firm’s research focuses on growth equities, income securities, and high-yield bonds using fundamental, quantitative, and technical analysis.

Ara Bayindiryan is a financial advisor at Bayworth Capital with 10 years of industry experience and holds a Series 65 designation. His career includes roles at Valyrian Financial, LLC, Xceed Planning, Inc., Bayworth Capital (dba XCEED CAPITAL MANAGEMENT, LLC), and Denali Financial Services, LLC. He is also involved as a managing member and agent of a licensed insurance agency and acts as a general partner to an investment fund. Bayworth Capital provides financial planning, portfolio management, and pension consulting services to individuals, corporations, and retirement plans. The firm offers tailored investment strategies across various asset classes and facilitates client access to alternative investments through a specialized portal, emphasizing pension consulting and pooled investment vehicles.

Michelle Smalenberger is a CFP® and holds a Series 65 license with 14 years of industry experience. She has worked at Financial Design Studio, Inc. since 2017 and previously spent 12 years at Kabarec Financial Advisors, Ltd. Financial Design Studio, Inc. serves individuals, small businesses, and charitable organizations with portfolio management and financial planning. The firm provides additional services including personal tax preparation, business bookkeeping, and educational seminars, emphasizing long-term asset allocation and buy-and-hold strategies using mutual funds and ETFs.

Keith Nyborg is a Series 65-licensed advisor with 27 years of industry experience. He has worked at Invesco, LLC since 1990. Nyborg is based in Des Plaines, IL, and is affiliated with Kenora Financial, LLC. Kenora Financial serves individual clients, including high-net-worth households, offering 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 concentrated equity positions diversified across multiple industries, using Value Line research and tax-aware rebalancing, while generally managing client accounts on a discretionary basis.

William Anderson is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Eastgate Capital Advisors LLC since 2017. Prior to joining Eastgate, he was not employed in the financial industry from 2013 to 2017. Outside of his advisory role, Anderson operates a home repair business. Eastgate Capital Advisors provides multi-family office and comprehensive wealth management services to affluent individuals, families, retirement accounts, trusts, and other legal entities. The firm offers customized portfolio construction using modern portfolio theory and a range of investment vehicles, delivering both discretionary and non-discretionary advice tailored to client preferences.

Karen Natkin is a financial advisor at Moonstone Asset Management, Inc. in Northbrook, IL, holding Series 63 and Series 65 licenses with 18 years of industry experience. She has been with Moonstone since 2008. Moonstone Asset Management serves individual, high-net-worth clients, and corporate retirement plans with discretionary asset management and financial planning services. The firm employs a client-specific approach combining fundamental, technical, and cyclical analysis, managing approximately $75 million across about 68 clients.

John Davis is a CFP® with 28 years of industry experience and has been with Mentor Capital Management Inc. since 1992. He holds Series 63 and Series 65 licenses. Outside of his advisory work, he is part owner and treasurer of Elmhurst Tailgate Inc., a dog daycare and boarding business. Mentor Capital Management Inc. provides fee-only wealth management and financial planning services primarily for individual clients. The firm employs fundamental analysis within a broad asset-allocation framework, favoring passive, low-expense, index-based strategies for long-term holdings.

Matthew Kuhn is a financial advisor at Kuhn Wealth Management Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at Dai Securities LLC, Concorde Investment Services LLC, and Northwestern Mutual Investment Management. Kuhn also operates Kuhn Financial, where he prepares financial plans and provides investment advice. Kuhn Wealth Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm emphasizes ETF-based model strategies, combining fundamental, technical, and quantitative analysis, and implements portfolios on a wrap-fee basis using third-party managers and platforms.

Tamra Wener is a CFP® with 16 years of industry experience, currently serving as an advisor at Mosaic FI LLC. She has previously worked with RW Financial Planning, LLC and Rivkin & Rivkin, LLC. In addition to her advisory work, she is an adjunct instructor at Northwestern University School of Professional Studies. Mosaic FI LLC provides portfolio management, holistic financial planning, and small-business pension consulting to individuals, families, trusts, estates, and corporate clients, including high-net-worth households. The firm creates customized Investment Policy Statements and employs a combination of fundamental, technical, cyclical, and quantitative analyses to manage long-term portfolios with flexibility for short-term strategies when appropriate.

David Pedley is a financial advisor with Treetop Wealth Management, LLC in Northfield, IL, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with Treetop Wealth Management since 2010. Treetop Wealth Management provides discretionary wealth management and comprehensive financial planning to individuals, small businesses, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm uses a risk-management, client-specific approach to develop tailored asset allocations with actively managed mutual funds, ETFs, bonds, and alternative investments, managing portfolios primarily on a discretionary basis.

Timothy Ziemba is a CFP®, CFA®, and holds a Series 65 license with 12 years of industry experience. He has been with IRON Financial LLC since 2019, following five years at Life Line Financial Group and Life Line Wealth Management. IRON Financial, together with its affiliate IRON Wealth Holdings, serves individuals, trusts, charitable organizations, and private funds by providing discretionary portfolio management, ongoing financial planning, personalized indexing, and private investment advisory services. The firm employs a combination of fundamental, technical, and quantitative analysis in managing a diverse range of strategies and acts as a private fund sponsor and adviser with performance-based compensation elements.

Mark Levin is a CFP® with 10 years of industry experience, currently serving at Reap in Wealth Management, LLC. He has been associated with Secure Your World since 2010. Outside of his advisory role, Levin is an outside insurance brokerage agent specializing in fixed insurance products and serves as vice president of the Malibu Cove Homeowners association in Wheeling, IL. Reap in Wealth Management serves individual and high-net-worth clients by providing personalized financial planning and access to third-party portfolio management. The firm offers a comprehensive planning approach covering cash-flow, tax, retirement, education funding, insurance review, and estate-planning referrals, operating through a fee-based model and utilizing multiple sub-advisors and model platforms for investment management.

Robert Bower is a CFA® charterholder with four years of industry experience. He has been with The Invictus Collective, LLC since 2019 and previously worked at Health Care Service Corporation for seven years. Outside of his advisory role, he manages and invests in Invictus Proprietary Opportunity 1 LLC and Invictus Private Group 1 LLC, entities involved in consolidating investors for a synthetic graphite manufacturer. The Invictus Collective provides financial planning, consulting, and investment management services to high-net-worth individuals, trusts, corporations, institutional investors, and advisers, including clients outside the U.S. The firm constructs diversified portfolios using a range of investment vehicles guided by Modern Portfolio Theory and offers both discretionary and non-discretionary arrangements, managing private pooled investment vehicles and marketing structured-product strategies to institutional clients.

George Maroudas is a CFP® professional with seven years of experience in financial advising. He is currently with PMG Wealth Management and has also worked with LPL Financial. His background includes roles at John Cabot University and Michigan State University. PMG Wealth Management serves individuals, trusts, estates, and business owners with discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and charting analysis to manage customized portfolios and offers strategies such as the “Advance & Protect” approach, blending in-house management with outside managers to address diverse client needs.

Jack Cannata is a CFP® with 33 years of industry experience, currently serving at Arkadios Wealth Advisors. He previously worked at Commonwealth Financial Network for 21 years and is the owner and managing member of Cannata & Company, LLC, a private entity facilitating securities, advisory, and insurance business. Outside of advising, he provides tax preparation and accounting services as a CPA and acts as co-trustee for family-related trusts. Arkadios Wealth Advisors is an enterprise firm with 151 advisors that offers wealth management services, focusing on comprehensive financial planning and investment advisory.

Ronald Fox is a financial advisor at Certitude Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Certitude Advisors since 2014. The firm serves individual and institutional private clients, including senior corporate executives, entrepreneurs, and nonprofit entities, providing discretionary investment management and comprehensive financial, retirement, and tax planning. Certitude Advisors emphasizes a long-term investment horizon, independent security analysis, and individualized portfolio management.