Sharese Abbadessa is a financial advisor at Horizon Family Wealth, Inc. in Chicago, IL, with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Riverpoint Wealth Management Holdings, Inc. and LPL Financial from 2013 to 2021. Horizon Family Wealth serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, providing comprehensive portfolio management and financial planning. The firm combines fundamental, quantitative, technical, and sector analysis to construct diversified portfolios across various asset classes and employs a fiduciary, client-focused approach.

Aaron Dirlam is a CFA® charterholder with 11 years of experience in the investment industry. He is a managing member of SpringTide Partners, LLC, where he has worked since 2017. Prior to that, he spent one year at Foster Bridge Partners, LLC, and has been with Harmonic Capital, LLC since 2025. SpringTide Partners provides investment research and discretionary portfolio management primarily for individual and high-net-worth clients. The firm offers manager due diligence, asset allocation, portfolio design, and risk monitoring, combining fundamental and technical analysis with periodic rebalancing and tactical shifts.

John Hollahan is a Series 65-licensed financial advisor at Arlington Wealth Management with 15 years of industry experience. He has been with Arlington Capital Management since 2011. Outside of his advisory role, he is involved with the Investor Education Institute in an operational capacity and is a part-owner of Advanced Tax Reduction Group. Arlington Wealth Management provides wealth management and discretionary investment management primarily to individual clients, including high-net-worth households. The firm employs a structured client process and combines quantitative and qualitative investment strategies across multiple risk-based model portfolios.

Ryan Hartung is an advisor with MWS Capital Consultants LLC based in Chicago, IL. He holds a Series 65 designation and has been with MWS Capital Consultants since 2025. Prior to joining the firm, he spent seven years working in middle and high schools and four years at the University of Wisconsin. MWS Capital Consultants LLC is an SEC-registered advisory firm managing approximately $194 million across about 124 client accounts. The firm serves individuals, high-net-worth clients, trusts, and corporate retirement plans, using a Classic Portfolio Management strategy focused on long-term ownership of diversified assets and advisor-directed decision making.

Benjamin Williams is a financial advisor at Twombly Asset Management LLC with a Series 65 credential and two years of industry experience. His prior work includes roles in education and seasonal positions at Wilmette Sailing Beach. Twombly Asset Management is a small, fee-based investment adviser serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses. The firm manages approximately $49.8 million in assets and employs a diversified, multi-strategy investment approach using equities, fixed income, and tactical overlays guided by economic data and both fundamental and technical analysis.

Jeffery Laske is a Series 65-licensed financial advisor with 24 years of industry experience, currently practicing at The Nestegg Group, Inc. in Lincolnwood, IL. He has been with The Nestegg Group since 1994, totaling 32 years at the firm. The Nestegg Group, Inc. provides discretionary, fee-only investment advisory services to individuals, retirement plans, trusts, estates, business entities, and charitable organizations. The firm manages approximately $331 million across about 187 client relationships, primarily using mutual funds and exchange-traded funds guided by asset allocation and qualitative analysis, and also offers access to alternative investments through third-party platforms.

Rajan Shah is a financial advisor at SC Wealth Advisors in Oakbrook Terrace, IL, holding a Series 65 designation with six years of industry experience. He has worked at Secure Capital Wealth Advisors LLC since 2019 and at Secure Capital Management USA LLC since 2012. Outside of his advisory role, Shah assists clients with life insurance and annuity purchases through various financial marketing organizations. SC Wealth Advisors is a state-registered advisory firm serving individuals, retirement plans, trusts, foundations, and business entities with fee-based investment advisory services, financial planning, and pension consulting. The firm employs a customized, tactical allocation approach to manage downside risk and enhance performance, and it also supervises third-party money managers and managed-account platforms when appropriate.

Arminas Rajuncas is a financial advisor at Parkview Asset Management, Inc. with 17 years of industry experience. He has previously worked at LPL Financial and Unique Wealth Strategies, LLC. Rajuncas holds Series 63 and Series 65 licenses. Parkview Asset Management, Inc. is a two-advisor SEC-registered firm managing approximately $206 million for around 140 clients, including individuals, high-net-worth individuals, trusts, estates, and retirement plans. The firm provides discretionary portfolio management and comprehensive financial planning with a primarily long-term, client-specific investment approach using low-cost diversified mutual funds, ETFs, and individual securities when appropriate.

Gary Prestopino is a CFA® charterholder with 35 years of industry experience. He has been with Barrington Research Associates, Inc. since 2001 and has worked with Tucker Anthony Incorporated since 1999. He is based in Chicago, IL. Barrington Asset Management, Inc. provides portfolio management services primarily to high-net-worth individuals, pension and profit-sharing plans, and other pooled investment vehicles. The firm uses a combination of bottom-up fundamental research and top-down macroeconomic analysis to manage discretionary client accounts across a range of asset classes.

Khloe Karova is a CFP® professional with 16 years of industry experience, currently serving as the sole advisor at Modern Capital Concepts in Chicago, IL. She has been with Modern Capital Concepts and LPL Financial since 2013. Outside of her advisory work, Karova is an author and a notary public. Modern Capital Concepts provides financial planning and consulting primarily to individual and high-net-worth clients, as well as employers through workplace wellness programs. The firm emphasizes tailored, advisory-only planning across multiple financial topics and offers educational seminars, workshops, and recurring programs focused on financial literacy and planning.

Matthew Heckler is a financial advisor at K2 Wealth Management LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Kovitz Investment Group Partners, Telemus Capital, and HPM Partners. He is also licensed in life and health insurance. K2 Wealth Management serves individual and high-net-worth clients and their related trusts and estates, offering discretionary investment management and comprehensive financial counseling. The firm uses a goals- and risk-based approach to build customized portfolios, employing quantitative methods and various investment vehicles while coordinating with third-party professionals as part of its ongoing service.

Cameron Dickerson is a financial advisor at Aurelien Capital Partners with nine years of industry experience. He holds a Series 66 designation and has previously worked at A&O Advisors, Bank of America, Merrill, and Morgan Stanley. In addition to his advisory role, he is a licensed independent insurance agent. 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 that combines active and passive strategies across public and private markets with a focus on diversified portfolios and long-term allocation.

Robert Bice is a CFA® charterholder with 11 years of industry experience. He has been with Oak Mountain Advisors since 2012, where he is one of two advisors at the firm based in Chicago, IL. Oak Mountain Advisors manages a private pooled vehicle for accredited investors and separately managed accounts for high-net-worth and individual clients. The firm employs a value-conscious, research-driven investment approach focused on economic fundamentals and company analysis, managing portfolios on a discretionary basis while incorporating tax considerations and maintaining governance features uncommon for a firm of its size.

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.

Anthony House is a financial advisor at i2i Analytics, LLC with 15 years of industry experience. He holds a Series 65 designation and has been with i2i Analytics since 2007. i2i Analytics provides discretionary portfolio management and financial consultation primarily to affluent and high-net-worth individuals and their families. The firm combines market efficiency principles with tactical asset allocation, incorporating equity option strategies as a core risk management and income tool.

Jacob Derrig is a CFP® and ChFC® professional with 16 years of industry experience. He has worked at Momentum Wealth Management since 2024 and previously held roles at Charles Schwab & Co., Inc. and GWFS Equities, Inc. He is also a licensed life and health insurance agent. Momentum Wealth Management provides wealth management and comprehensive financial planning services to individuals, charitable organizations, and businesses. The firm combines modern portfolio theory with quantitative methods and uses third-party model portfolios and sub-advisers as part of its investment approach.

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.

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.