Joshi Koneru is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Watershed Private Wealth since 2022. Prior to this, he worked for 15 years at Creative Planning. Watershed Private Wealth provides investment advisory services to individuals, including high-net-worth clients, trusts, estates, and pension plans, offering discretionary portfolio management and financial planning. The firm builds customized investment programs using a blend of fundamental, quantitative, technical, and modern portfolio theory analyses, and integrates financial planning into ongoing portfolio management.

Gerald Howell II is a financial advisor at Arlington Wealth Management with 15 years of industry experience and holds the Series 66 designation. His prior roles include positions at B. Riley Wealth Management, National Asset Management, and Howell Wealth Management. Outside of his advisory work, he serves as president of MESSTER MO LTD, a tax financial business, and holds a part-time role with the Village of Lakewood, IL. Arlington Wealth Management provides wealth management and discretionary investment management primarily to individual clients, including high-net-worth households. The firm uses a structured client process and combines proprietary quantitative models with qualitative research to offer a range of strategies, including defined-outcome ETFs and faith-based/ESG options.

Paul Craig is a financial advisor with Tower Wealth Advisors, Inc. in Wheaton, IL, holding Series 63 and Series 65 licenses and over 25 years of industry experience. He has worked at several firms, including Ausdal Financial Partners and Formula Folios Distributors, and has been associated with Tower Financial Management since 2000. Outside of his advisory role, he is a teacher in the Glenbard Township High School District and serves as the head golf coach at Wheaton College. Tower Wealth Advisors provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $47 million across about 218 accounts. The firm focuses on exchange-traded equities and offers both discretionary and non-discretionary portfolio management alongside 401(k) plan assistance.

Lindsey Cannata is a Certified Financial Planner® with 12 years of industry experience, currently practicing at Cannata & Company, LLC in Roselle, IL. She previously worked at Commonwealth Financial Network for 12 years and has been with Cannata & Company since 2014. Lindsey is also a licensed notary public. Cannata & Company provides comprehensive financial planning services to individuals and families, focusing on estate planning, business succession, retirement, education funding, and cash-flow management. The firm delivers tailored planning engagements without discretionary portfolio management or custody of client assets.

Christopher Casey is a CFA® charterholder with 10 years of industry experience. He has been with Windrock Wealth Management since 2013 and currently serves as an advisor at the firm in Naperville, IL. Windrock Wealth Management serves high-net-worth individuals, family offices, and retirement-plan sponsors, providing discretionary portfolio management, family office solutions, and fiduciary retirement-plan consulting. The firm uses a macroeconomic, multi-year asset-allocation approach across traditional and alternative investments and is notable for sponsoring private funds and offering those opportunities to clients alongside standard advisory services.

Brian Bullington is a financial advisor at First Choice Financial Services LLC with one year of industry experience. Prior to his advisory role, he was a professional athlete for nine years. First Choice Financial Services LLC serves individual and high-net-worth clients by providing financial advice primarily through referrals to third-party money managers and estate-planning support, acting as a liaison to facilitate documentation, disclosures, and reviews. The firm does not manage assets directly but selects external managers using fundamental, technical, and cyclical analysis while maintaining ongoing oversight and client communications.

Daniel Levy is a financial advisor at Kuhn Wealth Management Inc. in Schaumburg, IL, holding a Series 66 credential with nine years of industry experience. His prior roles include positions at DAI Securities LLC, Concorde Investment Service, LLC, T3 Trading Group, LLC, and Bottarelli Research. Kuhn Wealth Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, using a wrap-fee investment approach that incorporates fundamental, technical, and quantitative analysis alongside modern portfolio theory and both long- and short-term trading strategies.

Benjamin Baldwin, Jr. Jr. is a financial advisor at Baldwin Financial Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Axa Advisors, LLC since 1999. In addition to his advisory work, Baldwin is an author, teacher, and consultant engaged in financial planning education and expert witness work through Baldwin Financial Systems, LLC. Baldwin Financial Advisors serves individual clients, families, and small businesses by providing personalized, modular financial planning and advisory consulting. The firm emphasizes a consultative planning process that generates recommendations based on client data while leaving implementation to clients or outside vendors.

Brian Beasley is a financial advisor with Athena Advisor Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Athena Advisor Services since 2013 and is a co-host of the Fierce Fiduciary Podcast. He also serves as an unpaid administrator for several online investment and financial planning discussion groups, providing educational content without offering individual advice. Athena Advisor Services, LLC provides asset management and financial planning to individuals, trusts, estates, and business entities, including high-net-worth clients. The firm offers discretionary portfolio management, written financial plans, and an ongoing planning subscription with account aggregation and planning software, employing a tailored approach with continuous supervision and quarterly reviews.

Jeffrey Chapracki is a financial advisor with Brentview Investment Management, LLC, holding a Series 66 designation and 22 years of industry experience. He previously worked for Morgan Stanley for 13 years before joining Brentview in 2026. Brentview Investment Management primarily serves high-net-worth individuals and institutional clients, offering discretionary separate-account portfolio management with a focus on a bottom-up, fundamentally driven Dividend Growth investment approach. The firm manages portfolios across three distinct Dividend Growth strategies and maintains a significant presence as a sub-advisor in multiple wrap-fee and unified managed account platforms.

Bobbie Helman is a financial advisor at Parkview Asset Management, Inc. with seven years of industry experience. She holds a Series 66 designation and has previously worked at firms including Cousins & Associates Inc., StrategyPoint Financial LLC, and Edward Jones. Parkview Asset Management is a small advisory firm serving individuals, trusts, estates, and retirement plans, managing approximately $160 million across about 79 client relationships. The firm employs a fiduciary-oriented, long-term investment approach using diversified portfolios of low-cost mutual funds and ETFs, alongside individual securities and unaffiliated money managers when appropriate.

Brian Tumpane is a financial advisor with Cedar Capital, LLC and holds a Series 65 designation. He has experience working with Cedar Capital Advisors since 2025 and has prior experience at Upside Group, Inc and Second Sons Advisors, as well as seven years at Walgreens / Alliance Rx Walgreens Prime. Cedar Capital, LLC is a state-registered independent investment adviser that provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, and other business clients. The firm emphasizes ETF-based model portfolios and offers both strategic and active asset allocation approaches while incorporating individual securities, options, and alternative instruments when aligned with client objectives.

David Schlesselman is a financial advisor at KDM Wealth Management Inc. in Geneva, IL, holding a Series 65 designation with eight years of industry experience. He is part of a three-advisor team at KDM Wealth Management. KDM Wealth Management serves individuals, trusts, estates, charitable organizations, and retirement plans with customized wealth management and discretionary portfolio management. The firm emphasizes low-cost, diversified portfolios using index and passive investments combined with fundamental analysis and strategic allocations.

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.

Kevin Kuhn is a financial advisor at Kuhn & Company Investment Counsel, LLC with 13 years of industry experience. He holds a Series 66 designation and has been with Kuhn & Company Investment Counsel since 2019. Prior to that, he worked at Commonwealth Financial Network for several years. Kuhn also serves on the Board of Trustees for St. Viator High School and is a principal and CPA at Kuhn & Company CPAs, PC, where he provides accounting and tax services. Kuhn & Company Investment Counsel is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers portfolio management, financial planning, and consulting, tailoring portfolios to client objectives through fundamental and cyclical analysis and modern portfolio theory, and often utilizes third-party managers and tax-management strategies.

Jeffrey Holland is a Series 65-licensed financial advisor with 23 years of industry experience. He has been with VIA IV Investments, LLC since 2002. VIA IV Investments, LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as businesses, charities, estates, and trusts. The firm uses broadly diversified, custom-indexed model portfolios combined with periodic rebalancing and external research, and offers alternative private fund access and a discretionary digital advice program with lower minimums.

Paul Beran is a financial advisor at Arbor Financial Services, LLC in Downers Grove, Illinois, holding a Series 65 designation with 12 years of industry experience. He has been with Arbor Financial Services since 2013. Arbor Financial Services provides discretionary portfolio management and limited financial planning to individuals, including high-net-worth clients, as well as trusts and estates. The firm employs a range of analytical approaches and firm-developed model portfolios, offering services through both bundled wrap-fee programs and unbundled advisory arrangements.

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.

Jeffrey Martin is a financial advisor at KDM Wealth Management Inc. in Geneva, IL, holding a Series 65 designation with 20 years of industry experience. He has worked with Hieser Webb Capital Management since 2008 and Webb Financial Advisors since 2005. KDM Wealth Management serves individuals, trusts, estates, charitable organizations, and retirement plans, offering customized wealth management and discretionary portfolio management. The firm emphasizes low-cost, diversified portfolios using index and passive investments combined with fundamental analysis, and provides additional services such as retirement-plan advisory, proxy-voting, and outsourced tax-preparation and estate-planning support.