Scott Bondurant is a financial advisor with Bondurant Investment Advisory, LLC in Evanston, IL, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Bondurant Investment Management since 2018 and serves as an adjunct professor at Northwestern University. Outside of his advisory role, he is an investor and officer at Unearthed Land Technologies and a trustee at Kenilworth Union Church. Bondurant Investment Advisory provides discretionary investment management, financial planning, pension consulting, and private fund-related services to individuals, trusts, corporations, and retirement plans. The firm customizes portfolios using quantitative methods and may employ derivatives and option strategies for hedging, income generation, or monetizing concentrated positions.

Paul Costello is a Series 65-licensed financial advisor with eight years of industry experience. He has worked at Costello Financial Planning, Inc. since 2018 and previously spent three years at Deutsche Bank Securities, Inc. He is also a partner at Brothers Tax LLC, a tax preparation firm. Costello Financial Planning serves individuals, families, employer retirement plans, and private foundations, offering wealth management, retirement-plan consulting, and tax preparation support. The firm follows a “Personal CFO” process that includes developing investment policy statements, portfolio selection, and ongoing monitoring, with an investment approach based on fundamental analysis and a long-term, buy-and-hold strategy.

Stephen Smith is a financial advisor with Stephen Smith Financial Inc. in Schaumburg, Illinois. He holds a Series 65 designation and has 10 years of industry experience. His prior work includes roles at Significant Wealth Partners LLC, Capital Management Consultants, Inc., and Atkins & Associates. He is also an author. Stephen Smith Financial Inc. provides discretionary investment advisory and managed-account services to individual and high-net-worth clients. The firm offers tailored portfolio management across various asset classes and utilizes AI and machine-learning tools alongside traditional financial planning methods.

Michael Collins is a financial advisor at Kingsbury Capital Investment Advisors LLC in Chicago, holding Series 63 and Series 65 designations with 26 years of industry experience. He previously worked at Robert W. Baird from 2010 to 2017 and was associated with Kingsbury Capital, Inc. from 2017 to 2019. Outside of his advisory work, he is a member of Valence Partners LLC, a member-managed LLC based in Chicago. Kingsbury Capital Investment Advisors is an SEC-registered firm serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm offers portfolio management, financial planning, and institutional retirement advisory services, often managing accounts on a discretionary basis and providing ERISA-focused services for retirement-plan clients.

William Andersen is a CFA® charterholder with 20 years of industry experience. He is currently an advisor at Western Pacific Wealth Management, LP, where he has worked since 2021. Prior to that, he held roles at Ranger International Management, LP and Andersen Capital Management, LLC, and has also been a private investor since 2003. Western Pacific Wealth Management, LP provides discretionary investment management primarily to high-net-worth individuals, foundations, and donor-advised funds. The firm follows a long-term, equity-oriented investment philosophy with a focus on global dividend strategies and utilizes outside managers selected through formal research and monitoring processes.

John Gomez is a financial advisor at Brentview Investment Management, LLC with 32 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Nuveen Securities, LLC and Voya Investment Management Co. LLC. He is also president of Brentview Investment Management and is responsible for marketing and client services. Brentview Investment Management primarily serves high-net-worth individuals and institutional clients, offering discretionary separate-account portfolio management with a focus on dividend growth strategies. The firm is employee-owned, certified as a Minority Business Enterprise, and notable for its extensive platform relationships and sub-advisory roles.

James Kuhn is a financial advisor with Kuhn & Company Investment Counsel, LLC in Chicago, IL, holding a Series 66 designation and 25 years of industry experience. He has worked at Kuhn & Company Investment Counsel since 2014 and previously spent 15 years at Cannata, Bertuccio & Associates and Commonwealth Financial Network. In addition to his advisory role, Kuhn practices as a Certified Public Accountant through Kuhn & Company CPAs Holdings, PLLC, providing accounting, tax, and attestation services. Kuhn & Company Investment Counsel is a registered investment adviser serving individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, using methods such as fundamental and cyclical analysis alongside modern portfolio theory, and incorporates third-party manager programs including direct-indexing separately managed accounts.

William Benjamin is a financial advisor at Eastgate Capital Advisors LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Vibez Fit, Downers Grove, and First Trust Portfolios, as well as four years at Loyola University Chicago. Eastgate Capital Advisors serves affluent individuals, families, retirement accounts, trusts, and other entities by providing multi-family office and comprehensive wealth management services, including investment management, financial planning, trust and estate coordination, and investment-related tax planning. The firm offers customized portfolios using modern portfolio theory and a variety of investment vehicles, with options for discretionary or non-discretionary management tailored to client preferences.

Matthew Hoenes is a CFP® with 18 years of experience in financial advisory services. He currently works at K&H Wealth Partners and also serves as a financial advisor at Karchmar Insurance and Legacy Planning, Inc. His background includes roles at Kestra Advisory Services, Kestra Investment Services, LPL Financial, and The Bensman Group. K&H Wealth Partners is a three-advisor firm managing approximately $66 million for about 70 clients. The firm provides portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and institutional plan sponsors, utilizing asset allocation, model portfolios, and third-party managers across a range of investment strategies.

Byron Smythe is a financial advisor at Roberts, Glore & Co. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LaSalle St. Securities, L.L.C. for 15 years prior to his current role. Smythe has been with Roberts, Glore & Co. since 2001. Roberts, Glore & Co. provides fee-only investment advisory services to individuals, trusts, family offices, corporate pension or profit-sharing plans, and non-profit organizations. The firm offers customized portfolio management and financial planning, focusing on fundamental analysis of mid- and large-cap equities and fixed-income holdings, with modest use of alternative assets.

Brian Hart is a financial advisor with Hartline Investment Corporation in Winnetka, IL, holding a Series 65 credential and nine years of industry experience. He has been with Hartline Investment Corporation since 2016, contributing to the firm’s advisory team of three professionals. Hartline Investment Corporation provides discretionary and non-discretionary portfolio management services to individuals—including high net worth clients—as well as pension plans, charitable organizations, corporations, and municipal entities. The firm employs a range of analytical methods and strategies, including options trading, short selling, and margin use, to tailor investment management to client goals and risk tolerances.

Timothy Olmstead is a financial advisor with Signature Financial Services, Ltd in Arlington Heights, IL, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been affiliated with multiple related entities within the Signature group since 2000, including First Heartland Capital, Inc. and Signature Brokerage Services Inc. Signature Financial Services provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and business entities. The firm’s investment approach is asset-allocation driven and grounded in modern portfolio theory, utilizing model portfolios, institutional strategists, and a range of investment vehicles including mutual funds and ETFs.

Patrick Mc Gough is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He has been with Geometric Wealth Advisors, LLC since 2016. Geometric Wealth Advisors provides personalized wealth management to individuals, families, and trusts, combining discretionary investment management with financial planning and tax-related services. The firm follows a long-term, broadly diversified investment approach and supports multi-generational planning with in-house tax professionals and periodic estate-plan reviews.

Kyle Munson is a financial advisor at Romano Brothers and Company with six years of industry experience. He holds the Series 66 designation and has worked at firms including Charles Schwab, TD Ameritrade, and Merrill. Romano Brothers and Company serves individuals, employee benefit plans, non-profits, trusts, estates, and corporate entities, offering discretionary portfolio management, financial planning, and brokerage services. The firm employs a generally conservative, long-term, fundamentals-based investment approach with both active and passive strategies.

Michael Moffat is a financial advisor at West Wealth Group, LLC with a Series 65 designation and one year of industry experience. He has also been affiliated with National Agents Alliance since 2018. West Wealth Group provides investment advisory, asset management, and financial planning services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm manages approximately $616.7 million in discretionary assets and employs a networked operating model that coordinates advisory services through affiliated practices while offering portfolio management using a blend of fundamental, technical, and cyclical analysis.

Sara Hostalet is a financial advisor at Zimmerman Wealth Management, LLC with five years of industry experience. She holds the CFP®, CFA®, and Series 65 designations. Prior to joining Zimmerman Wealth Management in 2021, she worked at Ariel Investments, LLC and Faipointe Capital LLC. Zimmerman Wealth Management is an SEC-registered advisory firm serving individuals, trusts, employee benefit plans, charitable organizations, and privately held entities. The firm employs a conservative, long-term asset allocation strategy using mutual funds, ETFs, and closed-end funds, managing client accounts on a discretionary basis with ongoing monitoring and regular reporting.

Rik Duryea is a CFA® charterholder with 14 years of industry experience. He is currently with Alley Company, where he has worked since 2005, including its affiliate Alley Investment Management Company since 2022. The firm provides discretionary portfolio management primarily for high-net-worth individuals, institutions, foundations, and family offices. Alley Investment Management emphasizes a tax-conscious, long-term large-cap equity approach with low turnover, incorporating ETFs, options strategies, and customized asset allocation.

Scott Comeau is a financial advisor with BCU Wealth Advisors, LLC in Vernon Hills, IL, holding Series 65 and Series 63 licenses and 11 years of industry experience. He has worked with LPL Financial LLC, CUSO Financial Services, Baxter Credit Union, and State Street Research & Management Company. Outside of his advisory role, he has served as an independent basketball official with the IAABO Board 130 since 1999. BCU Wealth Advisors, LLC provides portfolio management, financial planning, and investment consultation to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm uses a core-plus-satellite investment approach with third-party managers and offers a substantial wrap fee program representing a large portion of its assets under management.

Beau Toth is a financial advisor at Legacy Capital Wealth Partners, LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes positions at Sextant Securities, Merchant Investment Management, LPL Financial, AXA Distributors, and Neuberger Berman. Outside of his advisory role, he is the manager and owner of Precise Access LLC, a non-investment business. Legacy Capital Wealth Partners serves individuals, high-net-worth clients, families, family offices, trusts, charitable foundations, and retirement plans. The firm provides holistic financial planning and discretionary and non-discretionary investment management with a focus on fundamental analysis and long-term orientation.

Ryan Robinson is an advisor at XXI Wealth, LLC in Chicago, IL. He has no prior industry experience but has worked in roles at the University of Southern California, Arizona State University Foundation, and University of Michigan from 2016 to the present. XXI Wealth serves individual and high-net-worth clients with comprehensive financial planning, consulting, and wealth management services. The firm constructs customized portfolios using equities, fixed income, index funds, ETFs, direct indexing, and alternative investments, and it employs active oversight of third-party money managers.