Mark Sansoterra is a CFA® charterholder with five years of industry experience, currently serving as an advisor at Highview Capital Management, LLC since 2020. Prior to this, he worked at BMO Private Bank from 2001 to 2020. Highview Capital Management LLC provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a range of analytical methods to implement asset-allocation strategies tailored to client goals and risk tolerance, managing approximately $363.6 million in regulatory assets across a small advisory team.

Brian Green is a financial advisor at Capital Management Group, Inc. in St. Charles, IL, holding a Series 65 designation with 24 years of industry experience. He has been with Capital Management Group since 2001. Capital Management Group, Inc. provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, businesses, and employee benefit plans. The firm employs a buy-and-hold investment approach with a focus on conservative fixed-income management, serving both retail and certain institutional-style clients.

Nicholas Niemi is a CFP® and holds a Series 66 license with five years of industry experience. He has worked at Sebold Capital Management since 2023 and previously held positions at Bank of America, Merrill, and The Mather Group. Sebold Capital Management provides personalized wealth management and investment advisory services to individuals, families, trusts, estates, and family-owned businesses. The firm employs a strategic asset allocation approach combining passive index and ETF exposures with selected active funds, dividend-paying equities, and municipal bonds.

Natalia Kabbe is a financial advisor at Blue Cedar Advisors LLC with two years of industry experience. She holds a Series 65 designation and has been with Blue Cedar Advisors since 2021. In addition to her work in financial advising, she is a managing partner at Kabbe Law Group LLC, a law practice specializing in estate planning and elder law. Blue Cedar Advisors provides portfolio management and integrated financial planning services primarily to high-net-worth individuals. The firm uses a combination of analytical methods and maintains a long-term trading orientation, preparing individualized Investment Policy Statements and conducting ongoing monitoring, asset allocation, and security selection.

Eric Cervantes is a CFA® charterholder with 20 years of experience at Investment Consulting Services, LLC, based in Lombard, IL. He has been with the firm since 2006. Outside of his advisory role, he is a partner in a rental property business in Texas. Investment Consulting Services, LLC provides financial planning, investment management, wealth management, and retirement plan consulting primarily to high-net-worth individuals and employer-sponsored retirement plans. The firm utilizes Modern Portfolio Theory and a combination of passive and active investment strategies, serving a small, concentrated client base with a focus on large-dollar assets.

Brian Owen is a financial advisor with Bjo Wealth Management LLC in Arlington Heights, IL, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at Bjo Wealth Management since 2013, following tenures at Charles Schwab and Morgan Stanley DW Inc. Bjo Wealth Management provides discretionary and non-discretionary portfolio management and financial planning services primarily to high-net-worth individuals, trusts, estates, and corporations. The firm emphasizes diversified investment strategies tailored to client objectives and manages approximately $26.5 million across 60 client relationships.

Jake Owen is a financial advisor at BJO Wealth Management LLC in Arlington Heights, IL, holding a Series 65 designation with one year of industry experience. Prior to his advisory role, he worked at Walgreens for seven years and studied at Penn State University for four years. BJO Wealth Management provides portfolio management and financial planning services primarily to high-net-worth individuals, trusts, estates, and corporations. The firm emphasizes diversified investment strategies based on fundamental, cyclical, and technical analysis, managing approximately $26.5 million across 60 client relationships with a focus on discretionary assets.

Albert Von Holt is a CFP® and Series 65-licensed financial advisor with 23 years of industry experience. He has been the principal of Von Holt Financial Advisors, Inc. since 1992. The firm is an independent, fee-only registered investment adviser that provides discretionary portfolio management and financial planning to individual and trust clients. Von Holt Financial Advisors manages client assets using Modern Portfolio Theory, primarily investing in no-load mutual funds and ETFs, and coordinates with clients’ estate, tax, and insurance advisors.

Richard Lakin is a financial advisor with IRON Financial LLC, holding a Series 65 designation and 24 years of industry experience. He has been with Iron Financial Management since 1998 and has worked as a self-employed advisor since 1987. IRON Financial LLC provides discretionary portfolio management and ongoing financial planning to individual clients, trusts, charities, and corporations, as well as pooled vehicles through its affiliate IRON Wealth Holdings. The firm manages approximately $472 million in assets and employs a combination of fundamental, technical, and quantitative analysis across various investment strategies, including active stock selection, ETF-based approaches, and private fund sponsorship.

Dax Rodriguez is a financial advisor at Cenacle Capital Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at firms including Mithril Capital LLC and DNA Securities LLC. Outside of his advisory work, he serves on the advisory board of New Leaf Capital and advises Strands Technology LLC on non-investment topics. Cenacle Capital Management provides discretionary asset management and pension consulting to a diverse range of clients, including individuals, retirement plans, and charitable organizations. The firm specializes in income-oriented option strategies and tactical asset allocation using ETFs and equities, incorporating digital-asset exchange products and offers educational programs on digital assets.

Sean Sebold is a CFP® and CFA® with 28 years of industry experience. He is a principal at Sebold Capital Management, Inc., where he has worked since 1998. Prior to that, he has been affiliated with The Mather Group since 2026. Sebold Capital Management provides personalized wealth management and investment advisory services to individuals, families, trusts, estates, and family-owned businesses. The firm employs a strategic asset allocation approach that blends passive index and ETF exposures with select active funds, dividend-paying equities, and municipal bonds, offering both discretionary and non-discretionary portfolio management.

Noland Langford is a CFP® with 26 years of industry experience. He is the principal owner and CEO of Left Brain Wealth Management, LLC, where he has worked since 2014. Prior to that, he held positions at Wells Fargo Clearing and Merrill. Langford also serves as director to Left Brain Capital Appreciation Master Fund and Offshore Fund and is involved with Left Brain Real Estate, a real estate development and management business. Left Brain Wealth Management serves individuals, trusts, corporations, retirement plans, and tax-exempt entities, providing discretionary asset management, financial planning, and 401(k) consultative reviews. The firm employs a proprietary platform combining fundamental, technical, and quantitative analysis to tailor investment advice, managing assets through both individual accounts and affiliated pooled funds.

Caroline Sarles is a CFP® professional with two years of industry experience, currently advising at Hokin Investment Advisors Inc. She previously worked at Martin Investment Management LLC for nine years. Hokin Investment Advisors serves individuals, businesses, trusts, and retirement plans by offering portfolio construction, supervisory asset management, financial planning, and pension consulting. The firm emphasizes low-cost investment solutions and provides educational seminars and participant education as part of its services.

Andrew Czarkowski is a Financial Advisor affiliated with Merrill Lynch Wealth Management. He specializes in assisting individuals and families with various aspects of financial planning, including education planning, family wealth management strategies, liquidity management, new wealth management, personal retirement planning, philanthropic planning, small business strategies, investment strategy for individuals and corporations, tax minimization, and retirement income. Andrew began his career in financial services in 2010 after earning a Bachelor's Degree from the University of Texas System, where he attended the McCombs School of Business at the University of Texas at Austin. He holds the Personal Investment Advisor (PIA) designation. Based in Glenview, Illinois, Andrew focuses on building trust with his clients to understand their goals, objectives, and risk tolerance, providing education on behavioral finance to support sound decision-making. Outside of his professional work, Andrew's personal interests include basketball, boating, football, golfing, hiking, music, reading, running, skiing, and spending time with his family. He is committed to treating clients with care and respect while fostering lasting relationships.

Matthew Michel is a financial advisor at Vital Wealth Management, LLC with 15 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Vital Wealth Management in 2024, he worked at Charles Schwab & Co., Inc. for eight years. Vital Wealth Management provides investment management and integrated financial planning to individual and high-net-worth clients, trusts, corporations, and retirement plans. The firm uses portfolio optimization and efficient-frontier analysis to create diversified allocations and offers fiduciary retirement plan services along with account aggregation and performance monitoring tools.

Brian Phillips is a CFP® and holds a Series 65 license, currently serving as an advisor at Kuhn Capital Partners with two years of industry experience. Prior to joining Kuhn Capital Partners in 2025, he worked at RMB Capital and Busey Wealth Management. He is a minority owner of Bison Natural Resources, LLC, which is involved with private funds managed by Kuhn Capital Partners. Kuhn Capital Partners provides discretionary asset management, financial planning, and retirement advice to individual and high-net-worth clients, as well as pooled investment vehicles. The firm constructs portfolios based on client objectives and risk tolerance, offers access to alternative investments for qualified clients, and manages multiple private funds as adviser, sponsor, and general partner.

Milton Blersch is a financial advisor at Blue Bison Investments with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Global Eye Investments Corporation since 2008 and Wrp Investments, Inc. from 2004 to 2008. He is also a member and CPA at Blersch Wiesner & Company LLP, a certified public accounting firm. Blue Bison Investments provides fee-based investment management to individuals, companies, and charitable organizations. The firm manages diversified portfolios using stocks, bonds, ETFs, and mutual funds, with a focus on individual-stock selection and risk management through position sizing, diversification, and disciplined sell strategies.

Ian Dillow is a Series 65-licensed advisor at Dillow Wealth Management LLC with one year of industry experience. Prior to joining his current firm in 2025, he worked at Dexian and attended High Point University. Dillow Wealth Management provides wealth management, investment management, and financial planning services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm employs a mix of fundamental and technical analysis to construct customized portfolios using low-cost mutual funds and ETFs along with individual securities and alternative investments.

Charles Campbell is a financial advisor at BlackWatch Financial Group, LLC with 37 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior experience includes roles at U.S. Bancorp Investments, Inc., Investment Professionals, Inc., Concourse Financial Group Securities, Inc., and Woodbury Financial Services, Inc. BlackWatch Financial Group serves ultra-high-net-worth families and charitable organizations, providing discretionary investment management, financial planning, and multi-family office services. The firm focuses on customized investment policy development, diversified asset allocation including alternative investments, and ongoing portfolio monitoring with consolidated reporting.

Jennifer Johnson is a financial advisor at Pinelight Financial PLLC in Riverside, Illinois, holding a Series 65 designation and beginning her advisory career in 2025. She previously worked for 16 years at the Social Security Administration. Pinelight Financial serves individual clients, retirement and pension plans, and business clients with financial planning, portfolio management, and retirement plan consulting. The firm employs a diverse investment approach combining active management, core+satellite strategies, and modern portfolio theory, and operates an affiliated accounting practice offering tax and accounting services under separate agreements.