Alice Brown is a financial advisor with CB3 Financial Group, Inc. in Glen Ellyn, Illinois. She holds Series 63 and Series 65 licenses and has 20 years of industry experience, all with CB3 Financial Group since 2006. CB3 Financial Group provides investment management and wealth-planning services to individuals, families, business entities, and nonprofit organizations. The firm offers portfolio management and customized programs that include actively managed equity and bond strategies, derivatives, and alternative investments, using a combination of fundamental, technical, and quantitative analysis supported by proprietary software.

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.

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.

Ryan Siepka is a financial advisor at Rudwall Wealth Management LLC with five years of industry experience. He holds a Series 65 designation and has worked at Videckis Financial Services, Inc. since 2019 and at Comprehensive Insurance Agency, LLC since 2009. Rudwall Wealth Management LLC provides investment advisory and consulting services to individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a client-tailored, fundamentally oriented, long-term investment approach and manages discretionary portfolios across various asset classes.

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.

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.

Jay Plourde is a financial advisor at Joseph Wealth Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Riposte Capital and Wedbush Securities. Plourde serves on the boards of two nonprofit organizations: Joseph Business School in Forest Park, Illinois, and Kenneth Copeland Ministries in Fort Worth, Texas. Joseph Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations. The firm manages approximately $17.6 million in client assets and employs a mix of analytical approaches, including fundamental, technical, and modern portfolio theory, to tailor portfolios to client objectives and risk tolerances.

David Madison is a Series 65-licensed advisor with 12 years of industry experience, currently serving at Estate & Trust Advisors since 2013. He is based in Riverwoods, IL, and is part of a four-advisor team. Estate & Trust Advisors serves individual and high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm offers custom-built portfolio management and wealth planning using a strategic core-and-satellite asset allocation with institutional mutual funds, ETFs, and individual securities.

Timothy Klauke is a financial advisor at Blue Bison Investments with 22 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Global Eye Investments and Global Eye Investments Corporation. Blue Bison Investments provides discretionary investment management to individuals, businesses, and nonprofit organizations, managing approximately $18.3 million in advisory assets. The firm focuses on individual-stock selection complemented by funds, uses documented investment policies and risk controls, and maintains formal referral relationships with accounting professionals alongside an affiliated insurance services business.

Lindsey Feyereisen is a CFP® and holds a Series 65 license, with nine years of industry experience. She has been with Laureate Wealth Management, LLC since 2014. Laureate Wealth Management provides investment advisory, financial planning, estate planning, and family office coordination services to individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and other entities. The firm uses a strategic asset allocation process that includes various investment vehicles and manages both discretionary and non-discretionary accounts, with notable involvement in pooled investment vehicles and affiliated fund activities.

Michael Mcnitt is a CFP® professional with 13 years of industry experience. He has worked at Highview Capital Management, LLC since 2020 and previously spent five years at BMO Private Bank. Highview Capital Management is a small advisory team managing approximately $416 million for individuals, high-net-worth clients, and various institutional and household entities. The firm offers wealth management, ongoing portfolio management, and financial planning, employing a multi-strategy investment approach that combines fundamental, quantitative, technical, and qualitative analyses.

Donald Cummings Jr. is a financial advisor with Blue Haven Capital, LLC in Geneva, IL. He holds Series 63 and Series 65 licenses and has 19 years of industry experience, including 20 years at Blue Haven Capital. Blue Haven Capital is a fee-only investment adviser serving individuals, high net worth clients, trusts, estates, family foundations, and charitable organizations. The firm provides tailored portfolio management, emphasizing diversified asset allocation based on Modern Portfolio Theory and a strategic buy-hold-rebalance approach using low-cost mutual funds, ETFs, and select options and private investments.

Timothy Dillow is a CFP® professional with 23 years of industry experience. He is the principal at Dillow Wealth Management LLC in Oak Brook, IL, where he has worked since 2018, previously holding positions at UBS Financial Services and LPL Financial among others. Outside of financial advising, he manages a cheese production and distribution business and is involved in business consulting and literary work through separate ventures. Dillow Wealth Management provides wealth and investment management along with financial planning for individuals, trusts, estates, businesses, and retirement plans. The firm offers customized portfolios that include mutual funds, ETFs, individual securities, and alternative investments, combining fundamental and technical analysis with both discretionary and non-discretionary services.

Brett Detterbeck is a CFP®, CFA®, and Series 66-registered advisor with 24 years of industry experience. He has been with Detterbeck Wealth Management since 2000, where he is part of a three-advisor team based in Palatine, IL. Detterbeck Wealth Management is a small SEC-registered firm managing approximately $252 million for individuals, trusts, estates, and business entities. The firm employs a Core & Satellite investment approach combining low-cost passive core allocations with actively managed satellite exposures and offers discretionary investment management alongside comprehensive financial planning services.

Ryan Hass is a Certified Financial Planner (CFP®) with 10 years of industry experience, currently serving at RF&L Wealth Management, LLC since 2016. He holds the Series 65 registration and is a partner in BREAKING EIGHTY, LLC, an investment-related entity. RF&L Wealth Management provides advisory services to individuals, retirement plans, trusts, charitable organizations, and small businesses, employing an investment approach grounded in Modern Portfolio Theory and diversified, evidence-based strategies. The firm integrates third-party solutions and offers both discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting.

Maxwell Martin is a Series 65 licensed financial advisor at KDM Wealth Management Inc. in Geneva, IL, with three years of industry experience. He previously worked at KDM Investment Management, Inc. for four years and was a full-time student for ten years prior to that. KDM Wealth Management is a fee-based SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm manages approximately $112 million across about 149 client relationships, focusing on low-cost, diversified portfolios that emphasize index and passive investments combined with fundamental analysis.

Brian Dunn is a financial advisor at Black Elm Advisers, LLC in Skokie, IL, with 10 years of industry experience. He holds a Series 65 designation and has served as president of Epic Sky, Inc., a marketing company, since 2015. Dunn is also involved in hedge fund management through Black Prime, LLC, an affiliated entity. Black Elm Advisers provides discretionary investment management to individual and high-net-worth clients, employing a mix of fundamental and quantitative analysis. The firm utilizes a range of strategies, including long and short positions, margin trading, and options, with performance-based compensation and active use of derivatives distinguishing it from many peers.

Maria Graft is a financial advisor at Simplified Wealth Management, LLC in Barrington, IL, with five years of industry experience. She holds Series 63 and Series 65 credentials and is involved in several outside business activities, including serving as a marketing manager for MJG Construction, LLC and working as an insurance agent with Our Family Office, LLC. Simplified Wealth Management provides discretionary and non-discretionary asset management and financial planning for individual and high-net-worth clients, managing approximately $23 million. The firm employs a diverse investment approach that includes fundamental, technical, and cyclical analysis and offers strategies ranging from long-term holdings to options trading, along with ongoing portfolio monitoring and reporting.