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.

Ryan McNeilly is a financial advisor at Kenora Financial, LLC with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Invesco, LLC since 2008. In addition to his advisory role, McNeilly is a part-time partner at Ryan McNeilly & Associates, CPAs, LLC, where he is involved in tax planning and preparation. Kenora Financial serves individual and high-net-worth clients, providing financial planning, investment counseling, and tax-related advice with a focus on customized portfolio management. The firm’s approach emphasizes separately managed accounts built using Value Line research, tax-aware rebalancing, and tailored risk management, and it also offers financial education through client seminars and reports.

Douglas Oosterhart is a CFP® professional with 12 years of experience in the financial services industry. He has worked at Northwestern Mutual and its affiliated companies before joining LifePoint Planning in 2018. In addition to his advisory role, he is a licensed insurance professional and receives commissions from insurance product sales, which are separate from his advisory services. LifePoint Planning serves individual and high-net-worth clients, corporations, and retirement plan sponsors, providing investment management, comprehensive financial planning, and retirement plan consulting. The firm employs asset-allocation-driven portfolios using both passive index and active quantitative strategies, supported by digital platforms and ongoing portfolio monitoring.

John Mailander is a financial advisor with Dinergy, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Dinergy Wealth Management since 2019 and previously spent three years at Horter Investment Management. Mailander is also president and insurance agent at A. King Financial Chartered, LTD, where he conducts life insurance sales. Dinergy is a registered investment adviser that provides discretionary investment management and financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm employs a tactical, risk- and volatility-focused approach to manage assets across various domestic and international securities, typically on a discretionary basis.

Thomas Westrick is a CFP® professional with 27 years of experience in the financial services industry. He is the sole advisor at RPC Private Wealth, LLC and has held positions at firms including Private Vista, LLC, APW Capital, Inc., and Retirement Programs, LLC. Outside of his advisory role, he works as a financial consultant at Retirement Programs Co. LLC, where he assists with financial planning and client management. RPC Private Wealth provides discretionary portfolio management to individuals, high-net-worth clients, and pension/profit-sharing plans through three distinct platforms. The firm’s investment approach emphasizes mutual funds, ETFs, and real estate funds, managing accounts with discretionary authority and tailored client investment policies.

Imani Change is a CFP® professional with four years of industry experience, currently serving as an advisor at The Change Advisory Group, LLC. Prior to joining the firm, Imani worked at Amazon and Amazon UK for a total of seven years. Outside of financial advising, Imani owns and operates a real estate development and property management business focused on refurbishing and renting apartment buildings. The Change Advisory Group primarily serves high-net-worth individuals and related entities, offering discretionary portfolio management alongside financial planning and consulting for trusts, IRAs, retirement accounts, and employer-sponsored plans. The firm uses customized portfolios with a range of investment strategies informed by fundamental equity analysis and fixed-income structuring, serving a varied client base that includes institutional and governmental entities.

Tyler May is a financial advisor at Forest Asset Management LLC with six years of industry experience. He holds a Series 65 designation and has worked at Forest Asset Management since 2018, following three years at ConAgra Brands. Forest Asset Management LLC serves individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory, primarily using passive and evidence-based mutual funds and ETFs, with discretionary portfolio management and financial planning services.

Joshua Gerry is a financial advisor at The Invictus Collective, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Vestgen Wealth, LPL Financial, Professional Wealth Advisors, and Equitable of NY. The Invictus Collective serves high-net-worth individuals, trusts, estates, corporations, and institutional clients with financial planning, consulting, and portfolio management. The firm offers tailored portfolios using a range of investment vehicles and provides both discretionary and non-discretionary management, including advisory services to other advisers and management of private pooled investment vehicles.

Patrick Nord is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Treetop Wealth Management, LLC since 2010. He holds Series 63 and Series 66 licenses and is based in Northfield, IL. Treetop Wealth Management provides discretionary wealth management and comprehensive financial planning to individuals, small businesses, and various institutional clients. The firm employs a risk-management, client-specific approach with tailored asset allocation using actively managed mutual funds, ETFs, bonds, and alternative investments.

Christ Dineff is a financial advisor at Grassland Capital, LLC with five years of industry experience. He holds a Series 65 designation and has worked previously at RSM US LLP. In addition to his advisory role, he serves as IT analyst and COO at Index Environmental, a non-investment related business. Grassland Capital provides financial consulting, portfolio management, and pension consulting to individuals, retirement plans, pooled investment vehicles, and other entities. The firm manages a private pooled fund focused on asymmetric investment opportunities and employs a broad range of investment instruments tailored to client objectives.

Alexander Wasiunec is a financial advisor at Mendel Money Management Inc. He holds a Series 65 designation and has two years of industry experience. Prior to joining Mendel Money Management, he worked at Stepan Company and United Parcel Service. He serves as a board member and volunteer for the American Ukrainian Youth Association, a cultural youth organization. Mendel Money Management provides discretionary and non-discretionary investment supervisory services, financial planning, and consulting to individuals, retirement plans, trusts, charitable organizations, and corporate entities. The firm manages approximately $317 million in client assets and offers customized portfolios using a blend of fundamental, technical, and cyclical analysis, supplemented by third-party research, with a distinctive use of options and other derivatives for income generation or protection.

Richard Borek is a CFP® professional with 15 years of experience in financial advising. He is currently with SC Wealth Advisors and has held roles at Secure Capital Wealth Advisors LLC and Secure Capital Management USA LLC. SC Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities by providing discretionary portfolio management and financial planning. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis across various asset classes.

Gregg Shamberg is a financial advisor at Mulberry Capital Management LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked at Peak6 Capital Management LLC and Peak6 Investments, L.P. from 2010 to 2024. Mulberry Capital Management LLC provides discretionary asset management and sub-advisory services primarily to high-net-worth individuals and other investment advisory firms. The firm employs a mixed investment approach combining fundamental, charting, and cyclical analysis, alongside selective use of covered options for hedging and income generation.

Daniel Kaster is a Series 65–registered advisor at Mentor Capital Management Inc. with two years of industry experience. Prior to joining Mentor Capital Management in 2023, he worked at Sagent Management from 2015 to 2023. Outside of his advisory role, he is the owner of Clear Ledger Consulting LLC, which provides bookkeeping services. Mentor Capital Management primarily serves individual clients through fee-only wealth management and financial planning, using fundamental analysis within a broad asset-allocation framework and favoring passive, low-expense, index-based strategies. The firm integrates tax and investment advice through an in-house licensed CPA and manages approximately $195 million in client assets.

Brendan King is a financial advisor at Wavvest Wealth with three years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Securities LLC and Bessemer Trust Company. His background includes roles in both wealth management and securities. Wavvest Wealth serves individual clients directly and through sub-advisory relationships, as well as providing investment management for employer-sponsored retirement plans. The firm utilizes proprietary technology for risk profiling and portfolio construction, offering discretionary portfolio management and financial planning across a diversified range of investment types.

Mark Pesavento is a CFP® and PFS™ with 19 years of industry experience. He has worked at Forest Asset Management LLC since 2006 and previously operated his own consulting firm, Mark S. Pesavento LLC, providing business consulting, transition, and valuation services. He is also president and owner of Cleco Industrial Fasteners Inc., where he serves as outside controller. Forest Asset Management LLC advises individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, asset-allocation-driven investment approach using primarily passive and evidence-based mutual funds and ETFs, supported by written investment policy statements, portfolio modeling, and third-party sub-advisers.

Emily Agosto is a financial advisor with Propel Financial Advisors, LLC in Chicago, IL, holding a Series 65 designation and 13 years of industry experience. She has worked at Merriment Advisors, LLC since 2018 and previously spent eight years with Mitchell, Vaught and Taylor, Inc. In addition to her advisory role, Emily is the owner of DW Agosto Tax Planning LLC, where she provides tax planning and accounting services. Propel Financial Advisors serves individual and high-net-worth clients with investment management and financial planning, managing approximately $38.84 million in assets for 111 clients. The firm operates as a four-advisor team with a focus on comprehensive planning, coordination with outside professionals, and offers educational seminars and workshops, integrating legal and tax considerations into client advice.