Yoo Chung Chang is a financial advisor at Upstart Wealth Management, LLC in Chicago, IL, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Upstart Wealth Management, he worked at yooVIN and has a background that includes roles in the restaurant industry. He serves as a board member for the nonprofit CHAAD, where he assists with tax-related issues. Upstart Wealth Management provides investment management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm employs discretionary, asset-allocation strategies using model portfolios and implements them through various vehicles, including separately managed accounts and ETFs, with a notable use of derivatives and margin.

Thomas Laughlin is a Series 65 licensed advisor with seven years of industry experience. He has worked at Signet Private Wealth, LLC since 2019 and is also involved with Andiamo Vento LLC and Twende Investment Group. He previously worked at Halliard Soap Company, LLC from 2016 to 2018. 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 using fundamental and technical analysis, strategic asset allocation, and offers services including portfolio management, financial planning, and assistance with IRA rollovers and IPO participation.

Bahdan Yakavenka is a CFA® charterholder with seven years of experience at BMO Capital Markets and prior experience at CDW and Y???venka Capital Management, totaling four years in the financial industry. He is based in Chicago, IL, and is affiliated with Lestna Retirement, LLC. Lestna Retirement is a fee-only wealth management firm serving individuals, families, and various institutional clients. The firm focuses on a long-term, strategic asset allocation approach using diversified, low-cost vehicles, with services that include fiduciary consulting and discretionary investment management.

Brendan Moody is a financial advisor with Watershed Private Wealth LLC in Oak Brook, IL, holding Series 63 and Series 65 licenses and 18 years of industry experience. His previous roles include positions at Spotlight Asset Group and Fidelity Investments. Moody serves as treasurer for the Fisher Falcon Education Foundation in a volunteer capacity. Watershed Private Wealth provides investment advisory services to individuals, trusts, estates, and pension plans, offering discretionary portfolio management, financial planning, and access to various investment strategies including direct indexing and cryptocurrency-linked ETFs. The firm uses a combination of fundamental, quantitative, and modern portfolio theory analyses to create customized investment programs aligned with clients’ goals and risk tolerance.

Ara Bayindiryan is a financial advisor at Bayworth Capital with 10 years of industry experience and holds a Series 65 designation. His career includes roles at Valyrian Financial, LLC, Xceed Planning, Inc., Bayworth Capital (dba XCEED CAPITAL MANAGEMENT, LLC), and Denali Financial Services, LLC. He is also involved as a managing member and agent of a licensed insurance agency and acts as a general partner to an investment fund. Bayworth Capital provides financial planning, portfolio management, and pension consulting services to individuals, corporations, and retirement plans. The firm offers tailored investment strategies across various asset classes and facilitates client access to alternative investments through a specialized portal, emphasizing pension consulting and pooled investment vehicles.

David Thompson is a CFA® charterholder with 11 years of industry experience. He is a principal at Thompson Capital Management, LLC, where he has worked since 2019, and also serves as a portfolio manager and trader at Little Harbor Advisors, LLC. His prior experience includes roles at Kaizen Advisory, LLC and Typhon Capital. Thompson Capital Management provides investment management and financial planning primarily to individual and high-net-worth clients, as well as sub-advisory services to other investment advisers. The firm employs a model-driven investment approach across multiple strategies, utilizing equities, fixed income, options, and exchange-traded products, including derivatives and VIX-linked instruments, to implement tactical risk-management and quantitative elements.

Pamela Lambert is a financial advisor at Ziv Investment Company in Chicago, IL, holding Series 63 and Series 65 credentials with 23 years of industry experience. She has been with Ziv Investment Company since 2000. Ziv Investment Company provides discretionary portfolio management and securities and retirement-planning advice to individuals, businesses, and institutional clients. The firm manages approximately $22.9 million, focusing on tailored investment strategies that incorporate both fundamental and technical analysis, generally favoring long-term equity holdings and cash-equivalent instruments.

Daniel Mauro is a financial advisor at Patrick Mauro Investment Advisor, Inc. with 23 years of industry experience. He holds a Series 65 designation and has been with Patrick Mauro Investment Advisor, Inc. since 2002. Outside of his advisory role, he serves as Chief Investment Officer for Army Capital, LLC, a proprietary equity trading and investment entity, in a non-compensated capacity. Patrick Mauro Investment Advisor, Inc. is an SEC-registered firm that manages discretionary portfolios for individuals, pension plans, trusts, and various entities. The firm employs tailored investment strategies including laddered bonds and growth-and-income equities, and integrates coordinated tax and estate planning through third-party providers.

Karen Nordstrom is a financial advisor at Contour Financial with 24 years of industry experience. She holds the Series 65 designation and has been with Contour Financial since 2001. Contour Financial serves individual households primarily focused on retirement planning and investment management, emphasizing clients who are not high-net-worth. The firm offers diversified portfolios mainly composed of mutual funds and ETFs, alongside comprehensive financial planning services, and operates as a fee-only fiduciary under the NAPFA code.

John Davis is a CFP® with 28 years of industry experience and has been with Mentor Capital Management Inc. since 1992. He holds Series 63 and Series 65 licenses. Outside of his advisory work, he is part owner and treasurer of Elmhurst Tailgate Inc., a dog daycare and boarding business. Mentor Capital Management Inc. provides fee-only wealth management and financial planning services primarily for individual clients. The firm employs fundamental analysis within a broad asset-allocation framework, favoring passive, low-expense, index-based strategies for long-term holdings.

Robert Kuhn is a partner at Kuhn Capital Partners with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Epus Global Energy, LLC. In addition to his advisory role, Kuhn operates as an independent insurance agent and is involved in managing several investment-related businesses and private funds. Kuhn Capital Partners serves individual and high-net-worth clients as well as pooled investment vehicles, providing discretionary asset management, financial planning, retirement rollover advice, and access to third-party managed solutions. The firm constructs portfolios based on client objectives, risk tolerance, and time horizon, employing fundamental and technical analysis and offering alternative investments and private funds for qualified clients.

Katherine Hennessy is a CFP®-credentialed financial advisor with 10 years of industry experience currently working at Assetgrade, LLC in Chicago, IL. She has been with Assetgrade since 2016. Assetgrade, LLC provides financial planning, investment and wealth management, and retirement plan consulting for individuals, trusts, estates, and corporate entities. The firm manages approximately $337.7 million in discretionary assets across three advisors, using model strategies focused on strategic asset allocation with occasional tactical adjustments.

Douglas Levasseur is a CFP® with 12 years of industry experience. He is currently with Willis Towers Watson Securities, LLC, having joined in 2026. His prior roles include positions at LPL Financial, LLC, BMO Financial Group, Northwestern Mutual Investment Services LLC, and R P Sarnecki. Willis Towers Watson Securities, LLC provides retirement-focused investment advisory services through its Via Retirement platform, which combines web-based financial planning tools with discretionary model portfolios. The firm’s approach centers on diversified model portfolios and asset-allocation modeling using Monte Carlo simulations and client inputs.

Richard Milton is a CFA® charterholder and Series 63 licensee with 24 years of industry experience. He has worked at 103 Advisory Group since 2021 and previously spent 17 years at Mainstreet Advisors. Based in Chicago, IL, he is one of three advisors at 103 Advisory Group. 103 Advisory Group is an independent SEC-registered advisory firm managing approximately $224.8 million for about 74 clients. The firm offers discretionary portfolio management, modular and fixed-fee financial planning, and business-development consulting for financial institutions, serving both individual and high-net-worth clients.

Michael Klenn is a CFA® charterholder with one year of experience currently with Significance Capital Management LLC. He previously worked at Allspring Global Investments for three years and Calamos Investments for two years, with prior roles at Timpani Capital Management and periods of unemployment. Significance Capital Management LLC is an independent investment adviser that provides discretionary portfolio management to individuals and high-net-worth clients. The firm employs its Enhanced Alpha Strategy, which tactically allocates among large-cap equities using a combination of fundamental, quantitative, factor, and technical analyses, and serves as sub-adviser to the Significance Capital Enhanced Alpha ETF.

Christine Sibrava is a financial advisor at Stevard LLC with 14 years of industry experience. She holds the PFS™ designation and Series 65 license. Prior to joining Stevard in 2016, she worked at Whitnell & Co. for five years. Stevard LLC provides family office and investment advisory services to high-net-worth individuals, trusts, family LLCs, private foundations, and family businesses. The firm focuses on multi-asset portfolios using independent investment managers and managed products, complemented by expanded family office functions such as accounting, tax compliance, and philanthropic planning.

David Vaught is a CFA® charterholder with 28 years of experience in the financial industry. He has worked at Propel Financial Advisors, LLC since 2018 and previously spent over two decades at Mitchell, Vaught & Walker, Inc., as well as operating as a sole proprietor. Propel Financial Advisors, LLC serves individual and high-net-worth clients, providing investment management and financial planning through a four-advisor team across three offices. The firm integrates legal and tax considerations into its advice through affiliations with a law firm and an accounting firm and offers educational seminars and workshops to clients and prospects.

Leanne Raskob is a CFP® and holds a Series 65 license, with one year of experience in financial advising. She currently works at Von Haefen Financial Management and previously held positions at Grant Thornton, LLP, Dixon Hughes Goodman, and operated her own advisory firm. Von Haefen Financial Management is a fee-only, holistic financial planning firm serving individuals, families, and trusts through a two-advisor team. The firm offers comprehensive planning services including tax, estate, and retirement planning, providing customized, non-discretionary investment recommendations without using percentage-of-assets fees or commissions.

Natalie Baros is a financial advisor at Aurelien Capital Partners with a Series 65 designation and three years of industry experience. Before joining Aurelien Capital Partners, she worked at Merrill and Firstrock Capital and has consulting experience with NEB, LLC, assisting in operations and business development for a CPA firm. Aurelien Capital Partners serves individuals, families, and high-net-worth clients, including professional athletes and exonerees, offering wealth management, financial planning, and family office services. The firm employs an open-architecture investment approach combining active and passive strategies across public and private markets.

Allison Meers is a CFP® professional with four years of industry experience. She has worked at Pebble Valley Wealth Management since 2021 and previously was with CIBC from 2012 to 2021. Pebble Valley Wealth Management serves individual, charitable, and corporate clients, offering discretionary portfolio management, financial planning, and pension consulting. The firm’s investment approach includes asset allocation and mutual fund/ETF selection supported by technical analysis and third-party research, with a notable use of derivative-based option strategies within separately managed accounts.