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.

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 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.

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.

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.

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.

Brian Malizia is a financial advisor at Lakeshore Capital Group, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms, including J.W. Cole Advisors, Inc. and Global Financial Private Capital, LLC. In addition to his advisory role, he is president and owner of Lakeshore Tax Consulting, a tax preparation business. Lakeshore Capital Group provides financial planning and discretionary portfolio management to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers comprehensive planning and tailored investment strategies that utilize a combination of in-house models, third-party providers, and a broad range of investment products.

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.

Kathleen Leipprandt is a CFP® and ChFC® with 39 years of industry experience. She has worked at Baldwin Financial Advisors, LLC since 2014 and previously with Equitable Advisors, LLC and Axa Advisors, LLC. Leipprandt serves as a consultant for investment matters at First United Methodist Church and is a Darnall Fellow at DePauw University, where she guides students in career development. She also holds roles with the National Association of Estate Planners and Councils and serves on the board of Harper College and the Downtown Arlington Heights Business Association. Baldwin Financial Advisors primarily serves individuals, families, and small businesses through personalized financial planning and advisory consulting. The firm employs a modular planning process that delivers recommendations based on client data without providing discretionary portfolio management or custody of assets.

Julie Murphy is a CFP® and ChFC® with 30 years of experience in financial advising. She is currently with Sequoia Wealth Management, LLC in Chicago, where she has worked since 2015, and also has longstanding ties to LPL Financial LLC and JMC Wealth Management, Inc. Outside of her advisory roles, she is the owner of Beyond Your Wildest Dreams, LLC. Sequoia Wealth Management serves individuals, trusts, estates, corporations, and employer retirement plans by providing asset management, financial planning, and retirement-plan consulting. The firm uses a combination of quantitative optimization, third-party research, and manager selection to tailor portfolios and offers both discretionary management and third-party strategist model implementation.

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.

Ritu Jain is a CFP® and Series 65-licensed financial advisor at The Retirement Solutions Group with two years of industry experience. Prior to joining her current firm, she worked at Savant Wealth Management and was involved in entrepreneurial ventures through TinkRworks LLC and Xplore Cultures LLC. The Retirement Solutions Group offers discretionary and non-discretionary portfolio management alongside comprehensive financial planning services for individual clients, serving both high-net-worth and non-high-net-worth households. The firm’s investment approach incorporates fundamental and technical analysis tailored to clients’ goals and risk tolerances, with regular portfolio reviews and optional discretionary trading authority.

John Souter Jr. is a financial advisor at Rail-Splitter Capital Management LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Delta Investment Management, LLC. Rail-Splitter Capital Management provides investment advisory services to high-net-worth individuals, families, trusts, and estates, offering both discretionary and non-discretionary portfolio management. The firm employs a fundamentally driven, long-term approach with personalized client engagement and sponsors a wrap fee program that includes transaction and custodial costs within its advisory fee.