Roger Kadisak is a CFP® and Series 65-licensed advisor with 27 years of industry experience. He has been with Kadisak Financial Services, Inc. since 1995. The firm provides discretionary investment management and financial planning to both high-net-worth and non-HNW individual and trust clients. Kadisak Financial Services manages approximately $65.5 million across about 77 client relationships, using an actively managed, tactical asset-allocation approach focused on diversified mutual funds and ETFs.

Jeffrey Coyner is a financial advisor at VIA IV Investments, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Jeffrey Jacob Holland Investments, LLC since 2013. Outside of VIA IV, he performs financial research and portfolio management full-time at HTG Capital, a firm formed from a merger with Goldenberg Hehmeyer. VIA IV Investments provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as businesses, charities, estates, and trusts. The firm offers diversified, custom-indexed model portfolios with periodic rebalancing and access to alternative private funds for accredited investors, alongside a digital advice program with lower minimums.

John Brick is a CFA® charterholder with nine years of industry experience. He has worked at Kruse Asset Management since 2021 and previously held roles at Altman Advisors, Inc. and Morningstar. Based in Chicago, IL, Brick holds a Series 63 license. Kruse Asset Management provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, trusts, estates, family offices, and select institutional clients. The firm combines modern portfolio theory with proprietary quantitative equity models and technical indicators, offering a range of strategies including options and alternative investments, and operates a Virtual Family Office coordinating external tax and estate counsel.

Sarah Pierce is a financial advisor at Watershed Private Wealth with 17 years of industry experience. She holds a Series 66 designation and has worked at firms including Northwestern Mutual and Creative Planning. Watershed Private Wealth provides investment advisory services to individuals, trusts, estates, and pension plans, offering discretionary portfolio management and financial planning. The firm uses a combination of fundamental, quantitative, technical, and modern portfolio theory analyses to build customized investment programs tailored to client goals and risk tolerance.

Charles McKenna is a financial advisor at McKenna Capital, Inc. with eight years of industry experience. He holds Series 63 and Series 65 credentials and has operated as a sole proprietor since 2009. Outside of his advisory work, McKenna serves as a director at Wheaton Bank and Trust and Penske Motor Group, and he owns a business services company. McKenna Capital is a small advisory firm serving individual and high-net-worth clients, as well as select institutional accounts, offering portfolio management and standalone financial planning. The firm employs a combination of charting, fundamental and technical analysis, and uses a range of investment vehicles including mutual funds, ETFs, equities, and fixed income to construct portfolios tailored to documented client risk tolerances.

Todd Reeves is a financial advisor at Tim Reeves & Associates with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fortune Financial Services, Inc. since 2015. Tim Reeves & Associates provides portfolio management for pooled investment vehicles and institutional clients, focusing on discretionary management and financial planning. The firm uses hourly and flat fee structures rather than asset-based fees and maintains affiliations with a broker-dealer and insurance licensing.

Julie Murphy is a financial advisor at JMC Wealth with over 31 years of industry experience. She holds the CFP® and ChFC® designations and has worked at firms including Sequoia Wealth Management and LPL Financial. Outside of her advisory work, she is the owner of Beyond Your Wildest Dreams, LLC. JMC Wealth provides project-based financial planning for individuals, business owners, and other entities, focusing on fixed, plan-oriented engagements rather than ongoing discretionary portfolio management. The firm covers a broad range of planning topics and refers clients seeking implementation to third-party managers and platforms.

Nicholas Lovitsch is a financial advisor at Steward Advisors, LLC with a Series 65 designation and two years of industry experience. He previously worked at The Red Lion from 2019 to 2023. Steward Advisors serves individuals, businesses, trusts, estates, retirement plans, charitable organizations, corporations, and family offices with fee-based financial planning and private portfolio management. The firm manages approximately $137 million in assets and integrates financial planning into its services, using a range of investment vehicles including ETFs, mutual funds, individual stocks, bonds, and privately placed securities.

Ryan Kavois is a CFP® professional with 20 years of industry experience, currently serving at Brickwork Financial Planning, LTD. He has held roles at firms including 4Wealth Advisors, Inc., IPI Asset Management, Inc., and Wells Fargo Clearing. Kavois is also involved in insurance sales as an owner and officer of Brokerage Unlimited. Brickwork Financial Planning offers financial planning and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm focuses on written analyses and implementation recommendations without discretionary portfolio management, emphasizing fixed or hourly fee arrangements and using tools such as MoneyGuide Pro and FI360 to support its planning process.

Andrew Kuhn is a financial advisor with Kuhn Capital Partners in Oak Brook, IL, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. He has worked at Kuhn Capital Partners since 2016 and also has experience with Focused Compounding Capital Management. As a partner of the General Partner for Bison Alpha Fund, he is involved in managing a private fund affiliated with his firm. Kuhn Capital Partners is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, foundations, and other entities. The firm offers tailored portfolio management with a range of investment vehicles and serves pooled investment clients, acting as general partner and investment manager to affiliated private funds.

Shivam Patel is a financial advisor at SC Wealth Advisors with a Series 65 designation and five years of industry experience. He has worked at SC Wealth Advisors since 2023 and is also involved with SPTRADEZ LLC. SC Wealth Advisors serves individual clients, retirement plans, trusts, estates, charities, and business entities by providing discretionary portfolio management, financial planning, and pension consulting. The firm employs a tactical allocation strategy that uses fundamental, technical, and cyclical analysis to manage downside risk and seek improved performance.

Oliver Kupe is a financial advisor at Aurelien Capital Partners with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Red Oak Capital Investments, Fort Point Capital Partners, Bank of America, and Merrill Lynch. Kupe serves as an advisory board member of 548 Capital's Solar Chicago Fund, providing non-binding advice on housing, environmental, and economic issues in inner cities. Aurelien Capital Partners serves individuals and families, including high-net-worth clients, professional athletes, and exonerees, offering wealth management, financial planning, and family-office services. The firm employs a plan-driven, open-architecture investment approach combining active and passive strategies across public and private markets tailored to client goals and risk tolerance.

Juan Troncoso Iriarte is a CFA® charterholder at JT Asset Allocation LLC with three years of industry experience. His prior work includes roles at Banco BICE, Quinto Inversiones, and over two decades at Dow Chemical. JT Asset Allocation LLC is a small registered investment adviser serving private individuals with discretionary portfolio management and personalized investment plans. The firm emphasizes portfolio construction, asset allocation, and active derivative strategies, combining model allocations with client-specific recommendations supported by various analytical methods.

Terrence Herr is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Herr Capital Management LLC in Chicago, IL. He has been with Herr Capital Management since 2000 and has also worked at American Portfolios Financial Services, Inc. since 2010. Outside of advisory services, he is involved in insurance sales as an independent agent and owns ProtectedIRA.com, which sells fixed insurance products. Herr Capital Management, LLC is a private wealth advisory firm serving individuals, families, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm provides financial planning, discretionary investment management, and retirement-plan consulting, employing a disciplined investment process with options including income-focused, equity-tilt, and faith-based strategies.

Catherine Lannan is an advisor at Lakewood Asset Management, LLC in Chicago, IL, holding Series 65 and Series 63 designations with four years of industry experience. Her prior work includes roles at Charles Schwab & Co., Inc. and various positions within retail and university environments. Lakewood Asset Management serves individual and high-net-worth clients as well as trusts, estates, pension, and charitable entities, managing approximately $249 million across about 155 client relationships. The firm uses a bottom-up, fundamental, long-term value investment approach and offers both discretionary portfolio management and stand-alone financial planning services.

Ryan Biniak is a financial advisor at Midwest Financial Network, LLC with eight years of industry experience. He holds the Series 65 designation and has worked previously at EverGreen Capital Management and RK Advisors. Outside of his advisory role, Biniak is also an insurance agent, spending a portion of his time on insurance sales and service. Midwest Financial Network serves individual investors, businesses, and retirement-plan sponsors, providing financial planning, portfolio management, and retirement plan consulting. The firm employs a Core + Satellite investment approach combining passive and active strategies and places a notable emphasis on client education through seminars.

Egon Menker is a financial advisor at Contour Financial with 24 years of industry experience. He holds a Series 65 designation and has been with Contour Financial since 2001. Contour Financial serves individual households focused on retirement planning and investment management, primarily for clients who are not high-net-worth. The firm offers diversified portfolios using mutual funds and ETFs alongside comprehensive financial planning services, operating as a fee-only fiduciary under the NAPFA code.

Michael Liccar is a financial advisor with Signet Private Wealth, LLC in Chicago, IL, holding Series 63 and Series 65 designations and possessing 31 years of industry experience. His work history includes leadership roles at Andiamo Vento LLC, Liccar Securities & Custodial Services, LLC, and Michael J. Liccar & Co., L.L.C., along with service at Crete Township since 2001. Outside of finance, he manages a brewery business through Pintsetters Brands, LLC. 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, long-term investment approach incorporating fundamental and technical analysis, strategic asset allocation, and incorporates services such as direct indexing, option-writing, and ESG considerations.

Nicholas Norby is a financial advisor at Taursas Investments in Chicago, IL, holding a Series 65 designation with under one year of industry experience. His prior work includes roles at Deloitte and NN Financial Services LLC. Taursas Investments provides discretionary investment management and financial planning to individuals, families, trusts, corporations, and endowments. The firm emphasizes fundamental business and industry analysis with an economic outlook, avoiding speculation and predictive models.

Brett founded Impact Financial after spending nearly a decade working at some of the largest Registered Investment Advisory firms in the country. Brett held a variety of investment, tax, financial planning and business consulting roles, which contributes to his comprehensive approach that he maintains today. During this time, Brett saw that there was a need for services tailored to each individual/family, considering businesses/private assets and tax complexities as well as opportunity to add more meaning to investments through impact investing (aligning investments with values). Brett founded Impact Financial to offer this comprehensive approach and to help people make the impact they want, not only once they’ve accumulated savings, but before and while accumulating assets as well. Brett earned an undergraduate and master’s degree in personal financial planning from University of Illinois and Texas Tech University, respectively. After graduation, Brett earned his CERTIFIED FINANCIAL PLANNERTM (CFP®) designation and his Certified Exit Planning Advisor designation (CEPA). In his free time, Brett loves to catch a Cubs game or great concert. Brett and his wife, Jenny, also love being outdoors on a bike ride, a run or trying to learn to sail. Brett and Jenny currently split their time between Boston and Chicago.