Amanda Vaught is a financial advisor at Propel Financial Advisors, LLC in Chicago, IL, with nine years of industry experience. She holds a Series 65 designation and has worked at Merriment Advisors LLC (dba Propel Financial Advisors LLC) since 2018, following roles at Mitchell, Vaught and Taylor and Simpson Thatcher Bartlett. Outside of her advisory work, she is a member and landowner at Elise Farms LLC. Propel Financial Advisors is an independent, employee-owned firm serving individuals, small businesses, nonprofit organizations, and institutional clients. The firm offers customized investment solutions and financial planning, combining fundamental, technical, and cycle analysis with a preference for longer-term holdings and active repositioning during volatile markets.

Roger Kadisak is a CFP® and Series 65-licensed advisor with 27 years of industry experience. He has been with Kadisak Financial Services, Inc. since 1995. The firm provides discretionary investment management and financial planning to both high-net-worth and non-HNW individual and trust clients. Kadisak Financial Services manages approximately $65.5 million across about 77 client relationships, using an actively managed, tactical asset-allocation approach focused on diversified mutual funds and ETFs.

Alzena Saleem is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Galaria Capital Management, LLC since 2012. She holds Series 63 and Series 65 licenses and is based in Naperville, IL. Galaria Capital Management provides asset management and investment planning services to individuals, families, trusts, small businesses, and employer retirement plans. The firm emphasizes customized strategies based on client age, time horizon, and risk tolerance, focusing on asset allocation and diversification across various investment styles and sectors.

Jeffrey Coyner is a financial advisor at VIA IV Investments, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Jeffrey Jacob Holland Investments, LLC since 2013. Outside of VIA IV, he performs financial research and portfolio management full-time at HTG Capital, a firm formed from a merger with Goldenberg Hehmeyer. VIA IV Investments provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as businesses, charities, estates, and trusts. The firm offers diversified, custom-indexed model portfolios with periodic rebalancing and access to alternative private funds for accredited investors, alongside a digital advice program with lower minimums.

John Brick is a CFA® charterholder with nine years of industry experience. He has worked at Kruse Asset Management since 2021 and previously held roles at Altman Advisors, Inc. and Morningstar. Based in Chicago, IL, Brick holds a Series 63 license. Kruse Asset Management provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, trusts, estates, family offices, and select institutional clients. The firm combines modern portfolio theory with proprietary quantitative equity models and technical indicators, offering a range of strategies including options and alternative investments, and operates a Virtual Family Office coordinating external tax and estate counsel.

Sarah Pierce is a financial advisor at Watershed Private Wealth with 17 years of industry experience. She holds a Series 66 designation and has worked at firms including Northwestern Mutual and Creative Planning. Watershed Private Wealth provides investment advisory services to individuals, trusts, estates, and pension plans, offering discretionary portfolio management and financial planning. The firm uses a combination of fundamental, quantitative, technical, and modern portfolio theory analyses to build customized investment programs tailored to client goals and risk tolerance.

Charles McKenna is a financial advisor at McKenna Capital, Inc. with eight years of industry experience. He holds Series 63 and Series 65 credentials and has operated as a sole proprietor since 2009. Outside of his advisory work, McKenna serves as a director at Wheaton Bank and Trust and Penske Motor Group, and he owns a business services company. McKenna Capital is a small advisory firm serving individual and high-net-worth clients, as well as select institutional accounts, offering portfolio management and standalone financial planning. The firm employs a combination of charting, fundamental and technical analysis, and uses a range of investment vehicles including mutual funds, ETFs, equities, and fixed income to construct portfolios tailored to documented client risk tolerances.

Todd Reeves is a financial advisor at Tim Reeves & Associates with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fortune Financial Services, Inc. since 2015. Tim Reeves & Associates provides portfolio management for pooled investment vehicles and institutional clients, focusing on discretionary management and financial planning. The firm uses hourly and flat fee structures rather than asset-based fees and maintains affiliations with a broker-dealer and insurance licensing.

Julie Murphy is a financial advisor at JMC Wealth with over 31 years of industry experience. She holds the CFP® and ChFC® designations and has worked at firms including Sequoia Wealth Management and LPL Financial. Outside of her advisory work, she is the owner of Beyond Your Wildest Dreams, LLC. JMC Wealth provides project-based financial planning for individuals, business owners, and other entities, focusing on fixed, plan-oriented engagements rather than ongoing discretionary portfolio management. The firm covers a broad range of planning topics and refers clients seeking implementation to third-party managers and platforms.

Nicholas Lovitsch is a financial advisor at Steward Advisors, LLC with a Series 65 designation and two years of industry experience. He previously worked at The Red Lion from 2019 to 2023. Steward Advisors serves individuals, businesses, trusts, estates, retirement plans, charitable organizations, corporations, and family offices with fee-based financial planning and private portfolio management. The firm manages approximately $137 million in assets and integrates financial planning into its services, using a range of investment vehicles including ETFs, mutual funds, individual stocks, bonds, and privately placed securities.

Ryan Kavois is a CFP® professional with 20 years of industry experience, currently serving at Brickwork Financial Planning, LTD. He has held roles at firms including 4Wealth Advisors, Inc., IPI Asset Management, Inc., and Wells Fargo Clearing. Kavois is also involved in insurance sales as an owner and officer of Brokerage Unlimited. Brickwork Financial Planning offers financial planning and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm focuses on written analyses and implementation recommendations without discretionary portfolio management, emphasizing fixed or hourly fee arrangements and using tools such as MoneyGuide Pro and FI360 to support its planning process.

Andrew Kuhn is a financial advisor with Kuhn Capital Partners in Oak Brook, IL, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. He has worked at Kuhn Capital Partners since 2016 and also has experience with Focused Compounding Capital Management. As a partner of the General Partner for Bison Alpha Fund, he is involved in managing a private fund affiliated with his firm. Kuhn Capital Partners is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, foundations, and other entities. The firm offers tailored portfolio management with a range of investment vehicles and serves pooled investment clients, acting as general partner and investment manager to affiliated private funds.

Shivam Patel is a financial advisor at SC Wealth Advisors with a Series 65 designation and five years of industry experience. He has worked at SC Wealth Advisors since 2023 and is also involved with SPTRADEZ LLC. SC Wealth Advisors serves individual clients, retirement plans, trusts, estates, charities, and business entities by providing discretionary portfolio management, financial planning, and pension consulting. The firm employs a tactical allocation strategy that uses fundamental, technical, and cyclical analysis to manage downside risk and seek improved performance.

Christopher Daniels is a financial advisor at Advanced Planning Advisors Group Inc. with 19 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Nuveen Securities, LLC and LPL Financial LLC. Daniels is also the managing member and owner of Daniels Asset Capital LLC, a non-investment related business. Advanced Planning Advisors Group Inc. provides investment advisory services to individuals, high-net-worth clients, trusts, and estates through a co-advisor arrangement and financial planning at no additional cost. The firm refers assets to an SEC-registered third-party manager that handles portfolio management and custodial services, while assisting clients with model selection and tailoring strategies based on comprehensive financial planning.

Curtis Stowers is a financial advisor at F5 Financial Planning, L.L.C. in Naperville, IL, with 13 years of industry experience. He holds a Series 65 designation and has been with F5 Financial Planning since 2014. Outside of his advisory role, he owns a Subway restaurant franchise in Lakin, KS. F5 Financial Planning is a NAPFA-approved, fee-only firm serving corporate executives, entrepreneurs, and families with comprehensive financial planning and portfolio management. The firm emphasizes long-term, fundamental analysis and risk-managed portfolios, offering both discretionary and non-discretionary investment supervision as part of ongoing planning relationships.

Oliver Kupe is a financial advisor at Aurelien Capital Partners with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Red Oak Capital Investments, Fort Point Capital Partners, Bank of America, and Merrill Lynch. Kupe serves as an advisory board member of 548 Capital's Solar Chicago Fund, providing non-binding advice on housing, environmental, and economic issues in inner cities. Aurelien Capital Partners serves individuals and families, including high-net-worth clients, professional athletes, and exonerees, offering wealth management, financial planning, and family-office services. The firm employs a plan-driven, open-architecture investment approach combining active and passive strategies across public and private markets tailored to client goals and risk tolerance.

Terrence Herr is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Herr Capital Management LLC in Chicago, IL. He has been with Herr Capital Management since 2000 and has also worked at American Portfolios Financial Services, Inc. since 2010. Outside of advisory services, he is involved in insurance sales as an independent agent and owns ProtectedIRA.com, which sells fixed insurance products. Herr Capital Management, LLC is a private wealth advisory firm serving individuals, families, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm provides financial planning, discretionary investment management, and retirement-plan consulting, employing a disciplined investment process with options including income-focused, equity-tilt, and faith-based strategies.

Michael Liccar is a financial advisor with Signet Private Wealth, LLC in Chicago, IL, holding Series 63 and Series 65 designations and possessing 31 years of industry experience. His work history includes leadership roles at Andiamo Vento LLC, Liccar Securities & Custodial Services, LLC, and Michael J. Liccar & Co., L.L.C., along with service at Crete Township since 2001. Outside of finance, he manages a brewery business through Pintsetters Brands, LLC. Signet Private Wealth LLC provides investment advice and wealth management primarily to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a value-oriented, long-term investment approach incorporating fundamental and technical analysis, strategic asset allocation, and incorporates services such as direct indexing, option-writing, and ESG considerations.

Todd Mick is a financial advisor at Lakewood Asset Management, LLC in Naperville, IL, holding a Series 65 designation with 11 years of industry experience. He has been with Lakewood Asset Management since 2015. Lakewood Asset Management serves individual and high-net-worth clients as well as trusts, estates, pension, and charitable entities, managing approximately $249 million across about 155 client relationships. The firm employs a bottom-up, fundamental, long-term value investing approach across a range of securities and offers both discretionary portfolio management and stand-alone financial planning engagements.

Nicholas Norby is a financial advisor at Taursas Investments in Chicago, IL, holding a Series 65 designation with under one year of industry experience. His prior work includes roles at Deloitte and NN Financial Services LLC. Taursas Investments provides discretionary investment management and financial planning to individuals, families, trusts, corporations, and endowments. The firm emphasizes fundamental business and industry analysis with an economic outlook, avoiding speculation and predictive models.