Steven Peake is a financial advisor at Apex Quantitative Group, LLC with three years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Apex Quantitative Group since 2019. Outside of advising, he works as a golf instructor and a real estate recruiter. Apex Quantitative Group provides discretionary portfolio management for individuals, trusts, estates, and business entities. The firm manages model-based, risk-controlled large-cap equity portfolios using a machine-learning system and serves a small client base with roughly $1.5–$1.7 million in assets under management.

Philip Tetley is a financial advisor at Tetley Investments, LLC with 18 years of industry experience. He holds a Series 65 designation and has been with Tetley Investments since 2012. Prior to his current role, he worked at Prairie Central School CUSD #8 for 32 years. Tetley Investments is an independent asset management and financial planning firm serving individuals, pension plans, corporations, charitable organizations, and trusts. The firm employs a disciplined, long-term investment approach combining quantitative and fundamental research within a global asset-allocation framework.

John Dempsey is a CFA® charterholder and holds a Series 65 license with 28 years of experience in the financial industry. He has been with Barrington Asset Management, Inc. since 1992. The firm provides portfolio management services primarily to high-net-worth individuals, pension and profit-sharing plans, and other pooled investment vehicles. Barrington’s investment approach combines bottom-up fundamental research with top-down macroeconomic analysis and selective technical inputs, offering both model-driven programs and custom managed portfolios.

Joel Regier is a financial advisor at Bondurant Investment Advisory, LLC with six years of industry experience. He holds a Series 65 credential and previously worked at Fifth Third Bank and Millennium Investment and Retirement Advisors, among other firms. Regier also teaches adult financial education classes through Regier Private Wealth Management, LLC. Bondurant Investment Advisory provides discretionary investment management, financial planning, pension consulting, and private fund-related services to individuals, trusts, corporations, and retirement plans. The firm customizes portfolios based on client objectives and risk tolerance, using quantitative methods and may employ derivatives strategies for hedging and income generation.

Michael Madden is a financial advisor at Madden Funds Management with 26 years of industry experience. He holds a Series 65 designation and has been with Madden Funds Management since 1994. The firm provides financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. Madden Funds Management focuses on tailored investment programs using asset-class funds managed primarily by Dimensional Fund Advisors, supplemented by Fidelity funds, with an emphasis on diversification and long-term holdings.

Robert Stoll is a CFP® and CFA® with eight years of industry experience. He has worked at Financial Design Studio, Inc. since 2019 and previously held roles at Original Financial LLC, Honey Lake Advisors, LLC, and Institutional Capital LLC. Financial Design Studio, Inc. serves individuals, small businesses, and charitable organizations with portfolio management, financial planning, tax preparation, bookkeeping, and educational seminars. The firm emphasizes long-term asset allocation and buy-and-hold strategies, integrating ongoing financial planning with portfolio oversight.

James Dobbs is a CFP® with 28 years of industry experience. He has been with Woodfield Financial Advisors, Inc. since 2009. Woodfield Financial Advisors serves individuals, including high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, small businesses, and other business entities. The firm provides financial planning, investment advisory, portfolio management, and insurance review services, developing tailored asset-allocation models that are implemented and monitored with periodic reviews and semiannual rebalancing.

Thomas Koleski is a CFP® professional with 16 years of industry experience, currently serving at Cedar Capital, LLC since 2017. Prior to Cedar Capital, he spent one year at 55 Capital. Cedar Capital, LLC is an independent investment adviser that provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, and other business clients. The firm specializes in ETF-based model portfolios, offering both strategic and active asset allocation approaches tailored to client objectives, risk tolerance, and tax considerations.

Michael Evans is a financial advisor at Cogent Strategic Wealth LLC in St. George, UT, holding a Series 65 designation with 16 years of industry experience. He has been with Cogent Strategic Wealth since 2009. Cogent Strategic Wealth manages approximately $266 million across nearly 100 client relationships, serving individuals, trusts, charitable organizations, and participant-directed retirement plans. The firm employs a Personal Chief Financial Officer model, using diversified, primarily passive investment portfolios with ESG and tax-sensitive options, supported by third-party managers and advanced portfolio analysis techniques.

Christopher Much is a CFP® professional with 18 years of experience in financial advising. He has worked at CTS Financial Planning, Inc. since 2013 and also has a background at Certified Insurance Consultants, Inc. since 2012. Much holds Series 63 and Series 65 licenses. CTS Financial Planning serves individual and high-net-worth clients with comprehensive financial, retirement, and investment planning, along with discretionary asset management and in-house tax preparation services. The firm employs an active, technically driven investment approach and integrates tax and accounting capabilities within a small advisory team managing over $313 million in assets.

Rachel Barnard is a financial advisor at Midway Capital Research & Management LLC with 17 years of industry experience. She holds the Series 65 designation and has been with Midway Capital since 2008. Midway Capital Research & Management serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations by providing discretionary portfolio management, financial planning, consulting, and retirement-plan advisory services. The firm uses a bottom-up fundamental research process with a value-oriented approach and offers customized portfolios to address client-specific needs.

Jonathon Much is a financial advisor at CTS Financial Planning, Inc. in Chicago, IL, with 10 years of industry experience. He holds the ChFC® designation and a Series 65 license. Much has been with CTS Financial Planning since 2015 and also worked at Certified Insurance Consultants, Inc. from 2015 to 2020 and again from 2020 to the present. CTS Financial Planning serves individual and high-net-worth clients with comprehensive financial, retirement, and investment planning, along with discretionary asset management and in-house tax and accounting services. The firm emphasizes active, technical, and cyclical investment management using proprietary models to manage risk and incorporates tax and insurance services within its offering.

George Kontos is a financial advisor at Bull & Bear Advisors LLC based in Chicago, IL. He holds a Series 65 designation and has been with Bull & Bear Advisors since 2024. Prior to his advisory role, Kontos worked as a Baseball Analyst for NBC Universal and held various positions with multiple Major League Baseball teams. He also serves as Director of Business Development at Bull & Bear LP, a global macro fund and private equity firm. Bull & Bear Advisors serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and oversight of custodial and held-away accounts. The firm employs a blend of fundamental, technical, and charting analysis, including the use of options and derivatives within separately managed accounts.

Cem Karsan is a financial advisor at Kai Wealth LLC with a Series 65 designation and over a decade of industry experience. He has previously worked at Aegea Capital and currently maintains a role with Kai Volatility Advisors LLC. Outside of his advisory work, he manages a personal real estate investment vehicle through Saffron Capital Partners LLC. Kai Wealth LLC provides investment management and advisory services to sophisticated and high-net-worth clients, utilizing multiple strategies including quantitative models, short selling, and derivatives. The firm serves individuals, pooled investment vehicles, and corporations through both discretionary and non-discretionary arrangements, with a focus on manager selection and concentrated portfolio decision-making.

Anthony Kratofil is a CFP® professional with 21 years of industry experience, currently serving as the sole advisor at Vital Wealth Management, LLC in Rosemont, IL. He has worked at Charles Schwab and Charles Schwab Bank since 2007 and teaches an introductory stock selection class as an adjunct professor at Moraine Valley Community College. Vital Wealth Management provides investment management and integrated financial planning to individuals, high-net-worth clients, trusts, corporations, retirement plans, tax-exempt entities, and municipal clients. The firm employs portfolio optimization and efficient-frontier analysis to create diversified allocations, offering discretionary implementation and annual reviews alongside retirement plan fiduciary services.

Gary Patzik is a financial advisor at Mulberry Capital Management LLC with 10 years of industry experience and holds a Series 65 designation. His career includes roles at Budo Group LLC and Budo Securities LLC prior to joining Mulberry Capital Management. Mulberry Capital Management LLC provides discretionary asset management and sub-advisory services primarily to high-net-worth individuals and other investment advisory firms, managing about $70 million across roughly 37 client relationships. The firm employs a mix of fundamental, charting, and cyclical analysis combined with long-term and trading strategies, selectively using covered options in separately managed accounts.

Yunfan Ye is a financial advisor at Estate & Trust Advisors with a Series 65 designation and one year of industry experience. Prior to joining Estate & Trust Advisors, Yunfan held positions at Lepolion Entertainment, Jarrett Digital, American Bear Logistics, Gemdale USA Corporation, and Escape Velocity Creative Agency. Estate & Trust Advisors provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, and other entities. The firm utilizes a core-and-satellite strategic asset allocation approach combining mutual funds, ETFs, and individual securities, supported by third-party research and ongoing portfolio supervision.

Jonathan Hokin is an investment advisor representative at Hokin Investment Advisors Inc. with nine years of industry experience. He has worked at Hokin Investment Advisors and Nikoh Securities Corporation since 2016 and holds Series 63 and Series 65 licenses. Hokin Investment Advisors provides portfolio construction, supervisory asset management, financial planning, and pension consulting to individuals, businesses, trusts, and employee benefit plans. The firm serves high-net-worth clients and retirement plan sponsors through a fiduciary approach that emphasizes low-cost investment vehicles, ongoing monitoring, and educational seminars for plan participants.

Barry Leslie is a financial advisor at Leslie Global Wealth, LLC with 28 years of industry experience. He holds the CFP® designation and Series 63 license and has been associated with Leslie Global Wealth since 2012 and LPL Financial since 1998. Outside of his advisory work, he manages LGW Aviation, LLC, an entity formed for owning and leasing an aircraft. Leslie Global Wealth serves individuals, high net worth clients, trusts, estates, and charitable organizations, offering comprehensive portfolio management and financial planning. The firm uses a combination of fundamental, quantitative, and qualitative analysis with an emphasis on asset allocation and fixed-income strategies, and supplements traditional wealth services with tax planning and real estate analysis.

Marguerite Collins is a financial advisor at New England Research & Management, Inc. with 16 years of industry experience. She holds Series 63 and Series 65 designations and has been with the firm since 1990. New England Research & Management provides discretionary investment management primarily to high-net-worth individuals and families, managing a range of account types including trusts, retirement plans, and estates. The firm customizes portfolios to individual client objectives and utilizes a variety of securities and strategies, including the use of margin and derivatives.