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 industry experience. He has worked at SpringTide Partners since 2017 and had prior roles at Foster Bridge Partners and Harmonic Capital. Dirlam is a managing member of SpringTide Partners, where he dedicates the majority of his time. SpringTide Partners serves individual clients, high-net-worth households, and institutional investors by providing asset management, manager due diligence, and strategic asset allocation services. The firm combines fundamental and technical analysis within its tailored portfolios and offers a range of research publications and advisory services to other investment advisers and institutions.

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 with seven years of industry experience. He holds a Series 65 designation and has worked at Secure Capital Wealth Advisors LLC since 2019, as well as Secure Capital Management USA LLC since 2012. In addition to his advisory role, he assists clients with life insurance and fixed indexed annuity purchases through various insurance carriers. SC Wealth Advisors serves individual clients, including high-net-worth households, as well as retirement plans, trusts, estates, charities, and business entities. The firm provides discretionary portfolio management, financial planning, and pension consulting using a tactical allocation strategy that incorporates fundamental, technical, and cyclical analysis.

Alan Loewy is a financial advisor at Avocet Capital Management LLC with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Avocet since 2011. Loewy has contributed articles to Seeking Alpha, receiving compensation based on article page views. Avocet Capital Management provides discretionary investment management and hourly financial planning to high-net-worth individuals, trusts, estates, and business clients. The firm uses quantitative optimization and risk/return analysis alongside fundamental and technical research to create tailored portfolios, including the use of options and derivatives strategies, which is uncommon among similar-sized advisers.

Bradley Mendel is a CFP® professional with eight years of industry experience. He has been with Mendel Money Management Inc. since 2013, where he is one of four advisors. 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 employs a research-supported investment process that includes the use of derivatives primarily for income generation or protection.

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.

David Blitz is a financial advisor at Kingsbury Capital Investment Advisors LLC with nine years of industry experience. He holds the Series 66 designation and has worked at Kingsbury Capital Investment Advisors since 2017, following earlier roles including three years at Cabot Lodge Securities LLC. Blitz serves as a board member for the Cornerstone Condominium Association, managing homeowner affairs for a 15-unit community. Kingsbury Capital Investment Advisors is an SEC-registered independent adviser serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm offers portfolio management, financial planning, and institutional retirement plan advisory services, using diversified investment strategies supported by quantitative tools and third-party due diligence.

James Uren is a CFP® with 24 years of industry experience, currently serving as an advisor at Phase III Advisory Services, LTD since 2001. He is also affiliated with Osaic Wealth, Inc. Outside of his advisory role, he has created online content related to his personal weight loss journey, generating revenue through affiliate marketing and product sales. Phase III Advisory Services, Ltd. provides investment management, portfolio monitoring, and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $162 million in assets for about 366 clients, employing a combination of fundamental and technical analysis, risk-tolerance profiling, and periodic rebalancing across discretionary and non-discretionary portfolios.

John Wimbiscus is a CFP® with 24 years of industry experience, currently serving with Bates Financial Advisors, Inc. He previously worked at The Mather Group, LLC and Trinity Financial Advisors. The firm is an SEC-registered advisory team managing approximately $395 million for around 426 clients, offering portfolio management, financial planning, and consulting services to individuals, institutions, and charitable organizations. Bates Financial Advisors customizes investment policies based on client objectives and risk tolerance, utilizing a range of instruments including mutual funds, ETFs, and government securities.

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 in Chicago, IL, holding a Series 66 designation with 17 years of industry experience. His prior work includes roles at Kovitz Investment Group Partners, Telemus Capital, and HPM Partners. He holds life and health insurance licenses. K2 Wealth Management serves individual and high-net-worth clients and related trusts and estates, providing discretionary investment management and comprehensive financial counseling. The firm uses a goals- and risk-based approach to build customized portfolios, combining quantitative methods with diverse investment vehicles while coordinating with third-party professionals as part of ongoing client service.

Cameron Dickerson is a financial advisor at Aurelien Capital Partners with nine years of industry experience. He holds a Series 66 designation and previously worked at A&O Advisors, Bank of America, and Merrill. In addition to his advisory role, he is an independent insurance agent and performs certain administrative services for an affiliate of his 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 that combines active and passive strategies across public and private markets, utilizing a range of securities and alternative investments.

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.

Roger Hoenes is a CFP® and ChFC® with 22 years of industry experience. He is currently with K&H Wealth Partners and has previously worked at Weaver Capital Management and Provision Advisor Group. Outside of his advisory role, he manages agricultural operations and rental property through private LLCs. K&H Wealth Partners is a supported registered investment adviser serving individuals, high-net-worth clients, and institutional plan sponsors. The firm offers discretionary portfolio management and financial planning, utilizing asset allocation, model portfolios, and third-party managers, with a range of strategies from long-term investing to short-term trading.

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.