Charles Shinneman is a financial advisor with Shinneman Wealth Group in Northbrook, IL, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at Shinneman Wealth Group since 2018 and previously at firms including Purshe Kaplan Sterling Investments and AGT The Safe Money People. Outside of advisory work, he is also active as an insurance agent. Shinneman Wealth Group provides discretionary and non-discretionary asset management, financial planning, retirement-plan consulting, and estate-planning support primarily to individual clients and small businesses. The firm employs a combination of passive and active investment strategies, utilizes third-party sub-advisors, and offers estate-plan drafting services through a fixed-fee platform.

Daniel Marcus is a financial advisor at Marcus Capital, LLC with 25 years of industry experience. He has been with Marcus Capital since 2004 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the Board of Directors of Crown Electrokinetics Corp., where he chairs both the audit and finance committees. Marcus Capital primarily serves individual clients, including high-net-worth households, offering discretionary portfolio management and written financial planning tailored to client objectives. The firm manages approximately $113 million in client assets with an investment approach that emphasizes individualized, equity-focused portfolios blending value and growth stocks with fixed income for capital preservation.

Scott Wiesner is a CFP® and PFS™ credentialed advisor with 23 years of industry experience. He is the owner of Blersh Wiesner & Company LLP, a CPA firm, and has held positions at Global Eye Investments Corporation and Wrp Investments, Inc. He operates as the sole advisor at Blue Bison Investments in Highwood, IL. Blue Bison Investments provides discretionary investment management to individuals, businesses, and nonprofit organizations, managing approximately $18.3 million in advisory assets. The firm’s investment approach focuses on individual-stock selection complemented by funds, employs documented investment policies and risk controls, and maintains formal referral relationships with accounting professionals alongside an affiliated insurance services business.

Paul Costello is a Series 65-licensed financial advisor with eight years of industry experience. He has worked at Costello Financial Planning, Inc. since 2018 and previously spent three years at Deutsche Bank Securities, Inc. He is also a partner at Brothers Tax LLC, a tax preparation firm. Costello Financial Planning serves individuals, families, employer retirement plans, and private foundations, offering wealth management, retirement-plan consulting, and tax preparation support. The firm follows a “Personal CFO” process that includes developing investment policy statements, portfolio selection, and ongoing monitoring, with an investment approach based on fundamental analysis and a long-term, buy-and-hold strategy.

Stephen Smith is a financial advisor at Stephen Smith Financial Inc. with nine years of industry experience. He holds a Series 65 credential and previously worked at Significant Wealth Partners LLC, Capital Management Consultants, Inc., Atkins & Associates, and Essence Capital Group. In addition to his advisory work, he is an author. Stephen Smith Financial Inc. provides discretionary investment advisory and managed-account services to individual and high-net-worth clients. The firm offers portfolio management across various asset classes and combines technology-driven tools with personalized financial planning and oversight.

William Andersen is a CFA® charterholder with 20 years of industry experience. He is currently with Western Pacific Wealth Management, LP and has previously worked at Ranger International Management, LP and Andersen Capital Management, LLC. Andersen has also been a private investor since 2003. Western Pacific Wealth Management, LP provides discretionary investment management primarily to high-net-worth individuals, foundations, and donor-advised funds. The firm follows a long-term, equity-oriented investment philosophy with a focus on a global dividend strategy and utilizes outside managers selected through a formal research process.

John Gomez is a financial advisor at Brentview Investment Management, LLC, with 32 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at firms including Nuveen Securities and Santa Barbara Asset Management. Gomez serves as President of Brentview Investment Management and is responsible for marketing and client services. Brentview Investment Management provides discretionary separate-account portfolio management primarily for high-net-worth individuals and also serves investment companies and registered investment advisers through sub-advisory arrangements. The firm employs a bottom-up, fundamentally driven Dividend Growth investment approach with distinct U.S., global, and international strategies focusing on dividend-paying equities and REITs.

Jeffrey Moran is a CFA® charterholder and an advisor at SCV Capital LLC with five years of experience at the firm and 22 years in the industry, including 17 years at PPM America. He is based in Tower Lakes, Illinois. SCV Capital LLC provides discretionary and non-discretionary investment management primarily to pooled investment vehicles and institutional clients such as banks, pension funds, and nonprofit organizations. The firm employs fundamental analysis for public equities and detailed reviews for private securities, focusing on long-term strategies while allowing for shorter-term adjustments as needed.

Matthew Hoenes is a CFP® with 18 years of experience in financial advisory services. He currently works at K&H Wealth Partners and also serves as a financial advisor at Karchmar Insurance and Legacy Planning, Inc. His background includes roles at Kestra Advisory Services, Kestra Investment Services, LPL Financial, and The Bensman Group. K&H Wealth Partners is a three-advisor firm managing approximately $66 million for about 70 clients. The firm provides portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and institutional plan sponsors, utilizing asset allocation, model portfolios, and third-party managers across a range of investment strategies.

Byron Smythe is a financial advisor at Roberts, Glore & Co. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LaSalle St. Securities, L.L.C. for 15 years prior to his current role. Smythe has been with Roberts, Glore & Co. since 2001. Roberts, Glore & Co. provides fee-only investment advisory services to individuals, trusts, family offices, corporate pension or profit-sharing plans, and non-profit organizations. The firm offers customized portfolio management and financial planning, focusing on fundamental analysis of mid- and large-cap equities and fixed-income holdings, with modest use of alternative assets.

Timothy Olmstead is a financial advisor with Signature Financial Services, Ltd in Arlington Heights, IL, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been affiliated with multiple related entities within the Signature group since 2000, including First Heartland Capital, Inc. and Signature Brokerage Services Inc. Signature Financial Services provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and business entities. The firm’s investment approach is asset-allocation driven and grounded in modern portfolio theory, utilizing model portfolios, institutional strategists, and a range of investment vehicles including mutual funds and ETFs.

Patrick Mc Gough is a CFA® charterholder with 10 years of industry experience and has been with Geometric Wealth Advisors, LLC since 2016. He holds a Series 65 license and works from Arlington Heights, IL. Geometric Wealth Advisors serves individuals, families, and trusts, including high-net-worth clients, offering personalized wealth management that integrates discretionary investment management with comprehensive financial planning, tax, and estate planning support. The firm employs a long-term, broadly diversified investment approach primarily using “passive but not-indexed” mutual funds and ETFs, and it generally recommends independent sub-advisers such as Dimensional Fund Advisors for certain mandates.

Michael Moffat is a financial advisor at West Wealth Group, LLC with a Series 65 designation and one year of industry experience. He has also been affiliated with National Agents Alliance since 2018. West Wealth Group provides investment advisory, asset management, and financial planning services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm manages approximately $616.7 million in discretionary assets and employs a networked operating model that coordinates advisory services through affiliated practices while offering portfolio management using a blend of fundamental, technical, and cyclical analysis.

Kevin Scullion is a financial advisor at Aberdeen Wealth Management LLC with seven years of industry experience. He has been associated with the firm since 2000. In addition to his advisory role, Scullion maintains a legal practice focused on tax law. Aberdeen Wealth Management LLC provides fee-only investment management and comprehensive financial planning to individuals, pension plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $699 million in client assets using a strategic asset allocation approach with global diversification and offers flexible engagement formats.

Melissa Dailey is a financial advisor with Clearwater Capital Partners, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. Her prior work includes roles at Northwestern Mutual Wealth Management Company, Lincoln Financial, and individual advisors Andrew Watters and Scott Penning. Clearwater Capital Partners provides family office services, private wealth management, institutional advisory, and retirement plan advising. The firm serves a diverse client base, including individuals, high-net-worth clients, and various institutional clients, using a combination of asset-allocation, fundamental, technical, quantitative, and thematic investment strategies.

Rik Duryea is a CFA® charterholder with 14 years of industry experience. He is currently with Alley Company, where he has worked since 2005, including its affiliate Alley Investment Management Company since 2022. The firm provides discretionary portfolio management primarily for high-net-worth individuals, institutions, foundations, and family offices. Alley Investment Management emphasizes a tax-conscious, long-term large-cap equity approach with low turnover, incorporating ETFs, options strategies, and customized asset allocation.

Scott Comeau is a financial advisor at BCU Wealth Advisors, LLC in Vernon Hills, IL, with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at BCU Wealth Advisors since 2018. In addition to his advisory role, he serves as an independent basketball official with the IAABO Board 130. BCU Wealth Advisors provides portfolio management, financial planning, and investment consultation to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a core-plus-satellite investment approach, using third-party managers and model portfolios alongside customized strategies, and operates a substantial wrap fee program primarily custodied at LPL Financial.

Beau Toth is a financial advisor with Legacy Capital Wealth Partners, LLC and holds Series 63 and Series 66 licenses. He has 17 years of industry experience, with prior roles at firms including Neuberger Berman LLC, AXA Distributors, LLC, and LPL Financial LLC. Outside of his advisory work, he is the manager and owner of Precise Access LLC, a non-investment-related business. Legacy Capital Wealth Partners serves individuals, families, trusts, businesses, and charitable organizations, offering holistic financial planning along with discretionary and non-discretionary portfolio management. The firm employs a tailored, long-term investment approach using fundamental analysis and a range of investment vehicles, managing over $1.3 billion in assets across more than 590 client relationships.

Peter Kolb is a CFP® and Series 65-licensed advisor at Inspirion Wealth Advisors, LLC with four years of industry experience. Before joining Inspirion in 2021, he worked at AbbVie Inc from 2017 to 2021. Inspirion Wealth Advisors serves individual and high-net-worth clients with comprehensive wealth management, financial planning, and retirement plan consulting. The firm manages discretionary wrap fee portfolio accounts and offers tax and corporate planning services, combining advisory with broker-dealer and insurance capabilities.

Ethan Rowe is a financial advisor with Monere Wealth Management, Inc. in Schaumburg, IL. He holds Series 63 and Series 65 designations and has two years of industry experience. His prior roles include positions at Northwestern Mutual and Summit Global Investments. Monere Wealth Management is a team-based advisory firm managing approximately $312 million in client assets. The firm serves individual and high-net-worth clients, pension plans, charities, and business accounts through a variety of portfolio management and financial planning services, using both discretionary and non-discretionary approaches.