Sean Sebold is a CFP® and CFA® with 28 years of industry experience. He is a principal at Sebold Capital Management, Inc., where he has worked since 1998. Prior to that, he has been affiliated with The Mather Group since 2026. Sebold Capital Management provides personalized wealth management and investment advisory services to individuals, families, trusts, estates, and family-owned businesses. The firm employs a strategic asset allocation approach that blends passive index and ETF exposures with select active funds, dividend-paying equities, and municipal bonds, offering both discretionary and non-discretionary portfolio management.

Noland Langford is a CFP® and holds a Series 66 license, with 26 years of industry experience. He has been with Left Brain Wealth Management, LLC since 2014 and serves as the firm’s president and CEO. Outside of his advisory role, he is also the principal owner of Left Brain Capital Management and directs several associated investment funds. Left Brain Wealth Management, LLC provides discretionary asset management and financial planning services to individuals, trusts, retirement plans, and corporations. The firm uses a proprietary platform combining fundamental, technical, and quantitative analysis to manage tailored portfolios and pooled private funds.

Matthew Michel is a financial advisor at Vital Wealth Management, LLC with 15 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Vital Wealth Management in 2024, he worked at Charles Schwab & Co., Inc. for eight years. Vital Wealth Management provides investment management and integrated financial planning to individual and high-net-worth clients, trusts, corporations, and retirement plans. The firm uses portfolio optimization and efficient-frontier analysis to create diversified allocations and offers fiduciary retirement plan services along with account aggregation and performance monitoring tools.

Brian Phillips is a CFP® and holds a Series 65 license, currently serving as an advisor at Kuhn Capital Partners with two years of industry experience. Prior to joining Kuhn Capital Partners in 2025, he worked at RMB Capital and Busey Wealth Management. He is a minority owner of Bison Natural Resources, LLC, which is involved with private funds managed by Kuhn Capital Partners. Kuhn Capital Partners provides discretionary asset management, financial planning, and retirement advice to individual and high-net-worth clients, as well as pooled investment vehicles. The firm constructs portfolios based on client objectives and risk tolerance, offers access to alternative investments for qualified clients, and manages multiple private funds as adviser, sponsor, and general partner.

Milton Blersch is a financial advisor at Blue Bison Investments with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has a long career background including roles at Global Eye Investments Corporation, Wrp Investments, Inc., and Blersch, Wiesner & Co. Outside of his advisory work, he is a member and CPA at Blersch Wiesner & Company LLP, a certified public accounting firm. Blue Bison Investments provides fee-based investment management to individuals, companies, and charitable organizations. The firm manages discretionary portfolios using individualized investment policy statements, with a focus on individual-stock selection and risk management through position sizing and diversification.

Ian Dillow is a Series 65-licensed advisor at Dillow Wealth Management LLC with one year of industry experience. Prior to joining his current firm in 2025, he worked at Dexian and attended High Point University. Dillow Wealth Management provides wealth management, investment management, and financial planning services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm employs a mix of fundamental and technical analysis to construct customized portfolios using low-cost mutual funds and ETFs along with individual securities and alternative investments.

Charles Campbell is a financial advisor at BlackWatch Financial Group, LLC with 37 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Prior to joining BlackWatch Financial Group, he worked at U.S. Bancorp Investments, Inc. for eight years. BlackWatch Financial Group serves ultra‑high‑net‑worth families and charitable organizations, offering discretionary investment management, financial planning, and multi‑family office services. The firm uses a customized investment approach that includes mean‑variance optimization across a range of traditional and alternative asset classes, along with ongoing portfolio monitoring and consolidated reporting.

Jennifer Johnson is the principal of Pinelight Financial PLLC, an independent registered investment adviser based in Riverside, Illinois. She holds a Series 65 credential and has one year of experience in the financial advisory industry. Prior to founding Pinelight Financial, she worked for 16 years at the Social Security Administration. Johnson is also a licensed CPA and offers accounting and tax preparation services under a separate engagement. Pinelight Financial serves individuals, high-net-worth households, businesses, retirement and pension plans, and selected institutional clients. The firm provides comprehensive financial planning and portfolio management using a mix of active and passive strategies tailored to client objectives, and it combines its advisory services with an affiliated accounting practice and pension consulting.

Mark Doyle is a financial advisor at Clement Street Capital LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been managing his own advisory firm, Mark J Doyle Advisors LLC, since 2011. Additionally, he serves as Managing Director of Entrust Services, a non-investment business providing bill payment and financial reporting services, where he consults on operations. Clement Street Capital provides discretionary asset management and comprehensive financial planning primarily for high-net-worth individuals, trusts, corporations, retirement plans, and other legal entities. The firm builds tailored investment portfolios using a mix of equities, fixed income, ETFs, REITs, alternatives, private placements, and options, with ongoing monitoring and rebalancing.

Brendan Moody is a financial advisor with Watershed Private Wealth LLC in Oak Brook, IL, holding Series 63 and Series 65 licenses and 18 years of industry experience. His previous roles include positions at Spotlight Asset Group and Fidelity Investments. Moody serves as treasurer for the Fisher Falcon Education Foundation in a volunteer capacity. Watershed Private Wealth provides investment advisory services to individuals, trusts, estates, and pension plans, offering discretionary portfolio management, financial planning, and access to various investment strategies including direct indexing and cryptocurrency-linked ETFs. The firm uses a combination of fundamental, quantitative, and modern portfolio theory analyses to create customized investment programs aligned with clients’ goals and risk tolerance.

Nicholas Kalivas is a financial advisor at Fortune Financial Group, Inc. with 17 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Invesco Distributors, Inc. for 13 years before joining Fortune Financial Group in 2026. Fortune Financial Group provides financial planning and discretionary investment management services to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs long-term investment strategies using active and passive mutual funds and ETFs, offering comprehensive planning across multiple financial areas and managing approximately $141 million in client assets.

Thomas Theodore is a financial advisor with Wealth Strategies Counselors, Inc. in Naperville, IL, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at FSC Securities Corporation and Tax & Investment Services Inc. and serves as president of Wealth Strategies Counselors. Outside of advisory work, he owns a tax preparation and bookkeeping firm and participates as vice president on the board of his office condominium association. Wealth Strategies Counselors, Inc. offers personalized financial planning to a diverse client base, including individuals, trusts, and business entities. The firm emphasizes written, tailored plans with a combination of fundamental and technical investment analysis, generally favoring long-term purchase strategies, and operates primarily on fixed fees or retainers without discretionary portfolio management.

Frank Bodi is a financial advisor at Asset Strategies, Inc. with 41 years of industry experience. He previously worked at Landolt Securities Inc. for seven years and at IFS Securities for one year. Asset Strategies, Inc. provides discretionary portfolio management and standalone financial planning and consulting services to individual and charitable clients. The firm uses a combination of fundamental, technical, charting, and cyclical analyses, employing both long- and short-term strategies across various asset classes.

Robert Gephart is a CFP® professional with 11 years of experience in financial advising. He is a principal at Cantlon Financial Planning LLC and also owns a web design and IT support business that he operates outside of securities trading hours. Cantlon Financial Planning LLC offers personalized financial planning and discretionary asset management to individuals, trusts, estates, and charitable organizations. The firm uses fundamental analysis and client-specific investment programs, including options strategies, and manages approximately $125 million across about 99 client relationships.

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.

David Thompson is a CFA® charterholder with 11 years of industry experience. He is a principal at Thompson Capital Management, LLC, where he has worked since 2019, and also serves as a portfolio manager and trader at Little Harbor Advisors, LLC. His prior experience includes roles at Kaizen Advisory, LLC and Typhon Capital. Thompson Capital Management provides investment management and financial planning primarily to individual and high-net-worth clients, as well as sub-advisory services to other investment advisers. The firm employs a model-driven investment approach across multiple strategies, utilizing equities, fixed income, options, and exchange-traded products, including derivatives and VIX-linked instruments, to implement tactical risk-management and quantitative elements.

Keith Nyborg is a Series 65-licensed advisor with 26 years of industry experience, currently affiliated with Kenora Financial, LLC in Des Plaines, IL. He has worked at 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 across taxable and tax-deferred accounts. The firm emphasizes customized separately managed accounts with diversified equity holdings and a tax-aware, value-oriented investment approach.

Daniel Mauro is a financial advisor at Patrick Mauro Investment Advisor, Inc. with 23 years of industry experience. He holds a Series 65 designation and has been with Patrick Mauro Investment Advisor, Inc. since 2002. Outside of his advisory role, he serves as Chief Investment Officer for Army Capital, LLC, a proprietary equity trading and investment entity, in a non-compensated capacity. Patrick Mauro Investment Advisor, Inc. is an SEC-registered firm that manages discretionary portfolios for individuals, pension plans, trusts, and various entities. The firm employs tailored investment strategies including laddered bonds and growth-and-income equities, and integrates coordinated tax and estate planning through third-party providers.

Freddy Garcia is a CFP® with 27 years of industry experience, currently serving as an advisor at Left Brain Wealth Management, LLC in Naperville, IL. He has held roles at Capitas Financial Midwest LLC and The Leaders Group, Inc. since 2016. Left Brain Wealth Management provides discretionary asset management, financial planning, and 401(k) consultative services to individuals, trusts, corporations, and retirement plans. The firm uses a proprietary platform combining fundamental, technical, and quantitative analysis to customize portfolios across various asset classes, including equities, fixed income, ETFs, mutual funds, and option strategies.

Kevin Kleinman is a financial advisor at Blue Haven Capital, LLC with eight years of industry experience. He holds a Series 65 credential and has worked at Blue Haven Capital since 2018. Prior to that, he was involved with Shoot90 and WatchHimTrade.com for several years. Blue Haven Capital is a fee-only investment adviser serving individuals, high net worth clients, trusts, estates, family foundations, and charitable organizations. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory, using low-cost mutual funds and ETFs alongside options strategies and select private credit and equity investments tailored to client suitability.