Elizabeth Heneman is a financial advisor at Impact Financial with Series 63 and Series 65 credentials and one year of industry experience. Her prior roles include positions at Charles Schwab Bank and Charles Schwab & Co., Inc., as well as work with Budros, Ruhlin & Roe, Inc. and the University of Arkansas - Grantham. Impact Financial serves individuals, trusts, estates, and small business owners by providing fee-only wealth management, comprehensive financial planning, and tax preparation services. The firm employs a Modern Portfolio Theory-based, factor-driven investment approach using primarily low-cost mutual funds and ETFs, and offers specialized cross-border financial analysis for a significant non-U.S. client base.

Thomas Croghan is a financial advisor at Rail-Splitter Capital Management LLC with 42 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for 15 years at 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. The firm offers both discretionary and non-discretionary services and sponsors a wrap fee program that includes transaction and custodial costs within its advisory fee structure.

Daniel Madden is a Series 65-licensed financial advisor with 18 years of industry experience. He has been with Madden Funds Management since 2000. Madden Funds Management provides financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm uses asset-class funds primarily managed by Dimensional Fund Advisors, supplemented by Fidelity funds, focusing on diversification and long-term holdings.

David Ventura is a financial advisor at Signet Private Wealth, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he serves as the manager of JCV Real Estate LLC, overseeing the management and repair of two multi-family rental buildings owned by family trusts. Signet Private Wealth LLC provides investment advice and wealth management primarily to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a value-oriented, primarily long-term investment approach using fundamental and technical analysis, strategic asset allocation, and model portfolios, and offers a range of services including discretionary portfolio management and financial planning.

Sinon Bennett is a financial advisor at Wavvest Wealth with five years of industry experience. He previously worked at JPMorgan Chase in various roles from 2019 to 2024 and served in the United States Navy from 2012 to 2019. He holds Series 63 and Series 65 licenses. Wavvest Wealth provides discretionary portfolio management, financial planning, and model portfolio implementation for individual clients and employer-sponsored retirement plans. The firm uses proprietary technology tools for risk profiling and portfolio construction, managing diversified portfolios with oversight from an Executive Investment Committee.

Tyler Pera is a financial advisor at Certitude Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has been with Certitude Advisors since 2014. Certitude Advisors serves individual and institutional private clients, including senior corporate executives, entrepreneurs, and nonprofit entities. The firm offers discretionary investment management along with financial, retirement, and tax planning, focusing on a long-term investment horizon and individualized portfolio management.

Benjamin Ruf is a financial advisor at Versatile Capital Management L.L.C. in Chicago, IL, holding Series 63 and Series 65 licenses with six years of industry experience. He has worked at Versatile Capital Management since 2019 and had a prior four-year period listed as retired. Versatile Capital Management serves individuals, high-net-worth clients, and various institutional and private entities through discretionary asset management and supplemental financial planning. The firm employs two quantitative, model-driven investment strategies that focus on global asset allocation and momentum-based signals, managing approximately $114 million for about 40 clients.

Andrew Gjertsen is a financial advisor at Engage Wealth Group, LLC with two years of industry experience. He holds a Series 65 designation and has previous work experience at Medline Industries, LP, H.E. Williams, Inc., Platformatics Inc., and Indiana University. Engage Wealth Group provides investment advisory and wealth management services to individuals, employer-sponsored retirement plans, foundations, and trusts. The firm combines fundamental and technical analysis to develop individualized investment plans and employs strategies including discretionary portfolio management, options-based strategies, and the use of third-party money managers.

Wayne Carr is a financial advisor with Main Street Investment Advisors, LLC in Northbrook, IL, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with Main Street Investment Advisors since 2008. Main Street Investment Advisors serves high-net-worth individuals and private foundations, offering discretionary portfolio management and asset-allocation advice across various asset classes. The firm employs a buy-and-hold strategy focused on large-cap companies and incorporates option strategies and other derivatives with client approval to enhance income and provide downside protection.

John Henek is a financial advisor at Quantum Capital Investments, Inc. with 14 years of industry experience. He holds a Series 65 designation and has been with Quantum Capital Investments since 2010. Quantum Capital Investments provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm employs a range of strategies including fundamental, technical, and cyclical analysis, with portfolio management tailored to clients’ goals, time horizons, and risk tolerances.

Patrick Mauro is the principal of Patrick Mauro Investment Advisor, Inc. in Oak Brook, IL, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has led his firm since 1996. Patrick Mauro Investment Advisor, Inc. is an SEC-registered advisory firm managing portfolios for individuals, pension and profit-sharing plans, trusts, estates, and various business and charitable entities. The firm provides discretionary investment management with strategies including laddered bond portfolios and growth-and-income equity approaches, emphasizing dividend-paying companies, MLPs, REITs, and commodity ETFs.

Aaron Izenstark is a financial advisor at IRON Financial LLC with 28 years of industry experience. He holds a Series 65 designation and has been with Iron Financial Management since 1994. IRON Financial, LLC provides discretionary portfolio management and financial planning services to individuals, trusts, charities, and corporations, managing approximately $472 million in assets. The firm employs a combination of fundamental, technical, and quantitative analysis across various equity and fixed-income strategies, and serves as a private fund sponsor and adviser through its affiliate entities.

James Mihm is a financial advisor at Arta Finance based in Chicago, IL, holding a Series 66 designation with 10 years of industry experience. His prior experience includes roles at Citigroup and JP Morgan Chase Bank. Arta Finance serves primarily accredited investors, qualified clients, and qualified purchasers through a digital platform offering both discretionary managed products and self-directed investment options, utilizing a proprietary algorithm that integrates machine learning with human oversight for portfolio management.

Scott Rausch is a CFA® charterholder with 11 years of experience in the financial industry. He is currently with Bull & Bear Advisors LLC and has held roles at Bull & Bear LP and Symphony Financial. His work history also includes tenure at Bernardi Securities. Bull & Bear Advisors serves individual and high-net-worth clients with discretionary portfolio management and financial planning, using a combination of charting, fundamental and technical analysis, alongside options strategies and both long- and short-term trading. The firm provides tailored Investment Policy Statements and access to pooled and private investment vehicles.

Michael Brown is a CFA® charterholder with 24 years of industry experience. He is affiliated with The Planning Group, where he has worked since 1999, and previously held roles at Cambridge Investment Research Advisors. Brown holds a CPA credential and serves as a licensed insurance agent; he also acts as a paid trustee for two individual family trusts. The Planning Group is a registered investment adviser serving individuals, pension and profit-sharing plans, and business entities. The firm employs fundamental analysis and modern portfolio theory to create tailored, model-based portfolios, primarily using mutual funds, ETFs, fixed income, and other investment products.

William Ulivieri is the sole advisor at Cenacle Capital Management, LLC, an independent firm based in Glenview, IL. He holds a Series 65 designation and has 22 years of industry experience, having led Cenacle Capital since its founding in 2004. Outside of his advisory role, Mr. Ulivieri serves as a board member of the Glenview Chamber of Commerce and provides independent consulting services to blockchain and technology companies. Cenacle Capital Management offers discretionary asset management and advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm’s investment approach focuses on income-oriented, option-enhanced strategies and tactical asset allocation, combining technical, fundamental, and cyclical analysis, with additional services such as pension consulting, 401(k) plan reviews, and educational programs.

Julia Shinneman is a financial advisor with Shinneman Wealth Group in Northbrook, IL, holding a Series 65 designation and one year of industry experience. She is also a licensed insurance agent with Shinneman and Associates LTD and provides holistic financial and wellness coaching through Positive Mental Wealth LLC. Shinneman Wealth Group offers discretionary and non-discretionary asset management, financial planning, and ERISA 3(21) retirement-plan advisory services for individuals and plan sponsors. The firm employs a combination of passive and active portfolio construction, uses sub-advisor model portfolios, and integrates insurance products within its offerings.

Langton Garvin is a CFA® charterholder with one year of experience at Apex Quantitative Group, LLC. His prior work includes nine years at Clark School and two years at QS Investors. Apex Quantitative Group provides discretionary portfolio management to individuals, trusts, estates, and business entities, focusing on model-based large-cap equity portfolios built using a machine-learning system that targets S&P 500 tracking within controlled risk parameters. The firm serves a very small client base, allows client-directed trading features, and discloses performance results, which is uncommon among supported firms.

Curtis Ellergodt is a financial advisor at Rothschild Financial Partners, LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Halo Securities LLC and Ausdal Financial Partners, INC. Ellergodt also serves as COO/CFO of Rothschild Wealth LLC and CFO/CCO of Rothschild Investment LLC. Rothschild Financial Partners, LLC is an independent advisory and financial planning firm serving individuals, high-net-worth clients, executives, trusts, corporations, retirement plans, and tax-exempt organizations. The firm offers financial planning, portfolio management, retirement plan consulting, tax and estate planning coordination, and utilizes asset-allocation models tailored to clients’ goals, time horizons, tax and estate objectives, and risk tolerance.

Sharese Abbadessa is a financial advisor at Horizon Family Wealth, Inc. in Chicago, IL, with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Riverpoint Wealth Management Holdings, Inc. and LPL Financial from 2013 to 2021. Horizon Family Wealth serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, providing comprehensive portfolio management and financial planning. The firm combines fundamental, quantitative, technical, and sector analysis to construct diversified portfolios across various asset classes and employs a fiduciary, client-focused approach.