James Tuccori is a Series 65 licensed advisor with seven years of industry experience, currently serving at Retirement Systems LLC. His prior roles include positions at FEFA Advisors LLC, AE Wealth Management LLC, and FEFA Asset Management LLC. In addition to his advisory work, he is also a licensed insurance agent, dedicating approximately 20% of his time to insurance product sales. Retirement Systems LLC provides discretionary asset management, financial planning, and ERISA 3(21) fiduciary services to individual clients and retirement plans. The firm employs a tailored investment approach that incorporates fundamental, technical, and charting analysis, and supports qualified employer plans with ongoing management and participant education.

Brett Rentmeester is a CFA® charterholder and president of Windrock Wealth Management in Naperville, IL, with 13 years of industry experience. He was previously employed by Altair Advisers, a Chicago-based investment advisor, until early 2013. Rentmeester is also a partial owner of Iridius Investment Advisors LLC, a private fund advisory firm focused on real estate, cross-border, and financial services investments. Windrock Wealth Management serves high-net-worth individuals, family offices, and retirement-plan sponsors by providing discretionary portfolio management, family office solutions, and fiduciary retirement-plan consulting. The firm emphasizes a macroeconomic, multi-year asset-allocation framework and offers clients access to private investment opportunities alongside traditional advisory services.

Thomas Walshe is a financial advisor at Benchmark Investment Advisors LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Ruffalo Noel Levitz from 2017 to 2021. Benchmark Investment Advisors provides discretionary and non-discretionary investment advisory services to individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach focuses on long-term strategic allocation between global equity and fixed-income portfolios, incorporating proprietary valuation metrics and tactical overlays to manage client assets.

Kortney Mcculley is the principal advisor at McCulley Financial Group, LLC, an independent registered investment adviser based in Westchester, IL. He holds Series 63 and Series 65 credentials and has 18 years of industry experience. In addition to his advisory role, Mcculley is involved in several entrepreneurial ventures, including ownership of a technology company and participation in agriculture commodities investment and consulting businesses. He is also the author of a book focused on helping clients plan and organize their financial goals. McCulley Financial Group serves individuals, trusts, estates, charitable organizations, small businesses, and retirement plan clients, providing financial planning, portfolio management, and corporate retirement plan consulting. The firm offers both discretionary and non-discretionary asset management integrated with written financial plans and ongoing investment monitoring.

Amanda Vaught is a financial advisor at Propel Financial Advisors, LLC in Brooklyn, NY, with eight years of industry experience. She holds the Series 65 designation and has worked previously at Mitchell, Vaught and Taylor and Simpson Thatcher Bartlett. Outside of advising, she is a member and landowner at Elise Farms LLC. Propel Financial Advisors serves individual and high-net-worth clients, providing investment management and financial planning through a team-based approach. The firm integrates legal and tax considerations into client advice through affiliations with a law firm and an accounting firm and offers educational seminars and workshops.

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.

Kathleen Governale is a CFP® professional with 18 years of experience in financial advising. She is currently with Leslie Global Wealth, LLC and LPL Financial, having previously worked at Strategic Financial Advisory Services and J.W. Cole Financial, Inc. Her background includes extensive advisory roles spanning over two decades. Leslie Global Wealth serves individual and high-net-worth clients as well as trusts, estates, and charitable organizations, providing comprehensive portfolio management and financial planning. The firm uses a combination of fundamental, quantitative, and qualitative analysis to tailor portfolios and offers both discretionary and non-discretionary management across various asset classes.

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 the 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 customized portfolio management and financial planning. The firm uses a combination of fundamental, quantitative, and technical analyses along with third-party research to develop individualized investment programs, typically managing accounts on a discretionary basis.

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.

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.

Andrew Kuhn is a financial advisor with Kuhn Capital Partners, holding Series 65 and Series 63 licenses and having 10 years of industry experience. He has worked at Kuhn Capital Partners since 2016 and also has experience with Focused Compounding Capital Management. Kuhn serves as a partner of the General Partner for Bison Alpha Fund, a private fund managed by Kuhn Capital Partners. Kuhn Capital Partners is an SEC-registered investment adviser providing discretionary and non-discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, foundations, and other entities. The firm manages tailored portfolios and pooled investment vehicles, including private funds, employing a range of strategies and ongoing portfolio monitoring.

Shivam Patel is a financial advisor at SC Wealth Advisors with a Series 65 credential and four years of combined experience at the firm. Prior to his current role, he worked at SPTRADEZ LLC and has teaching experience at the University of Chicago, Glenbard North High School, and Stratford Middle School. SC Wealth Advisors serves individuals, including high-net-worth households, as well as pension plans, trusts, estates, charitable organizations, and other business entities. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis across a variety of investment instruments and offers discretionary portfolio management, financial planning, and pension plan consulting.

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.