Elizabeth Heneman is a financial advisor at Impact Financial in Chicago, IL, with one year of industry experience. She holds Series 65 and Series 63 licenses and has prior experience at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. Impact Financial serves individuals, trusts, estates, and small business owners by providing fee-only wealth management, comprehensive financial planning, and tax preparation services. The firm employs a Modern Portfolio Theory-based investment approach with a factor-based, smart-beta framework using primarily low-cost mutual funds and ETFs, alongside other asset types when appropriate.

Thomas Croghan is a financial advisor at Rail-Splitter Capital Management LLC with 42 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for 15 years at Wintrust Investments LLC. Rail-Splitter Capital Management provides investment advisory services to high-net-worth individuals, families, trusts, and estates, focusing on fundamentally driven, long-term portfolio management. The firm offers both discretionary and non-discretionary services and sponsors a wrap fee program that includes transaction and custodial costs within its advisory fee structure.

Daniel Madden is a Series 65-licensed financial advisor with 18 years of industry experience. He has been with Madden Funds Management since 2000. Madden Funds Management provides financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm uses asset-class funds primarily managed by Dimensional Fund Advisors, supplemented by Fidelity funds, focusing on diversification and long-term holdings.

David Ventura is a financial advisor at Signet Private Wealth, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he serves as the manager of JCV Real Estate LLC, overseeing the management and repair of two multi-family rental buildings owned by family trusts. Signet Private Wealth LLC provides investment advice and wealth management primarily to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a value-oriented, primarily long-term investment approach using fundamental and technical analysis, strategic asset allocation, and model portfolios, and offers a range of services including discretionary portfolio management and financial planning.

Sinon Bennett is a financial advisor at Wavvest Wealth with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Wavvest, he worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA. Bennett also served in the United States Navy for seven years. Wavvest Wealth provides investment advisory services to individuals, trusts, and other legal entities through a digital platform that supports third-party advised clients. The firm uses a proprietary risk-profile questionnaire and algorithmic recommendations to construct and monitor portfolios, offering both discretionary and non-discretionary management primarily focused on ETFs, mutual funds, stocks, and bonds.

Tyler Pera is a financial advisor at Certitude Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has been with Certitude Advisors since 2014. Certitude Advisors serves individual and institutional private clients, including senior corporate executives, entrepreneurs, and nonprofit entities. The firm offers discretionary investment management along with financial, retirement, and tax planning, focusing on a long-term investment horizon and individualized portfolio management.

Elizabeth Grady is a CFP® and ChFC® professional with 11 years of industry experience, currently serving at Equitable Advisors in Chicago, IL. She has worked with Baldwin Financial Advisors, LLC, and Axa Advisors, LLC during her career. Outside of her advisory role, she serves on several boards, including the Sheridan Road Alumni Association Sacred Heart Academy and Hardey Prep, DePauw University Alumni Association, and the America Israel Chamber of Commerce Chicago. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management services for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, utilizing third-party asset managers and LPL programs to tailor advisory services to client goals and risk tolerance.

Kyle Kinnamon is a financial advisor with Kinnamon & Associates Ltd II, holding a Series 66 designation and seven years of industry experience. He is also the owner of Kinnamon Accounting Service, where he provides tax and accounting services. Kinnamon’s background includes roles at Cetera and Northern Illinois University. Kinnamon & Associates Ltd II offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, and corporations. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis, focusing on asset allocation and longer-term purchase strategies, and provides pension consulting aligned with ERISA guidance.

Benjamin Ruf is a financial advisor at Versatile Capital Management L.L.C. in Chicago, IL, holding Series 63 and Series 65 licenses with six years of industry experience. He has worked at Versatile Capital Management since 2019 and had a prior four-year period listed as retired. Versatile Capital Management serves individuals, high-net-worth clients, and various institutional and private entities through discretionary asset management and supplemental financial planning. The firm employs two quantitative, model-driven investment strategies that focus on global asset allocation and momentum-based signals, managing approximately $114 million for about 40 clients.

Andrew Gjertsen is a financial advisor at Engage Wealth Group, LLC with two years of industry experience. He holds a Series 65 designation and has previous work experience at Medline Industries, LP, H.E. Williams, Inc., Platformatics Inc., and Indiana University. Engage Wealth Group provides investment advisory and wealth management services to individuals, employer-sponsored retirement plans, foundations, and trusts. The firm combines fundamental and technical analysis to develop individualized investment plans and employs strategies including discretionary portfolio management, options-based strategies, and the use of third-party money managers.

Wayne Carr is a financial advisor with Main Street Investment Advisors, LLC in Northbrook, IL, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with Main Street Investment Advisors since 2008. Main Street Investment Advisors serves high-net-worth individuals and private foundations, offering discretionary portfolio management and asset-allocation advice across various asset classes. The firm employs a buy-and-hold strategy focused on large-cap companies and incorporates option strategies and other derivatives with client approval to enhance income and provide downside protection.

John Henek is a financial advisor at Quantum Capital Investments, Inc. with 14 years of industry experience. He holds a Series 65 designation and has been with Quantum Capital Investments since 2010. Quantum Capital Investments provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm employs a range of strategies including fundamental, technical, and cyclical analysis, with portfolio management tailored to clients’ goals, time horizons, and risk tolerances.

Aaron Izenstark is a financial advisor at IRON Financial LLC with 28 years of industry experience. He holds a Series 65 designation and has been with Iron Financial Management since 1994. IRON Financial, LLC provides discretionary portfolio management and financial planning services to individuals, trusts, charities, and corporations, managing approximately $472 million in assets. The firm employs a combination of fundamental, technical, and quantitative analysis across various equity and fixed-income strategies, and serves as a private fund sponsor and adviser through its affiliate entities.

James Mihm is a financial advisor at Arta Finance based in Chicago, IL, holding a Series 66 designation with 10 years of industry experience. His prior experience includes roles at Citigroup and JP Morgan Chase Bank. Arta Finance serves primarily accredited investors, qualified clients, and qualified purchasers through a digital platform offering both discretionary managed products and self-directed investment options, utilizing a proprietary algorithm that integrates machine learning with human oversight for portfolio management.

Scott Rausch is a CFA® charterholder with 11 years of experience in the financial industry. He is currently with Bull & Bear Advisors LLC and has held roles at Bull & Bear LP and Symphony Financial. His work history also includes tenure at Bernardi Securities. Bull & Bear Advisors serves individual and high-net-worth clients with discretionary portfolio management and financial planning, using a combination of charting, fundamental and technical analysis, alongside options strategies and both long- and short-term trading. The firm provides tailored Investment Policy Statements and access to pooled and private investment vehicles.

Michael Brown is a CFA® charterholder with 24 years of industry experience. He is affiliated with The Planning Group, where he has worked since 1999, and previously held roles at Cambridge Investment Research Advisors. Brown holds a CPA credential and serves as a licensed insurance agent; he also acts as a paid trustee for two individual family trusts. The Planning Group is a registered investment adviser serving individuals, pension and profit-sharing plans, and business entities. The firm employs fundamental analysis and modern portfolio theory to create tailored, model-based portfolios, primarily using mutual funds, ETFs, fixed income, and other investment products.

Wendell Franklin is a financial advisor at American Trust Investment Services Advisory, Inc. with 32 years of industry experience. He has held his current role since 2014 and holds Series 63 and Series 65 credentials. Outside of his advisory work, he is a part-time DJ in Chicago. American Trust Investment Services Advisory, Inc. serves individual investors, retirement accounts, trusts, estates, corporations, and other entities with a focus on predominantly non-discretionary portfolio management and access to third-party money managers. The firm employs a bottoms-up fundamental screening approach to create portfolios aligned with client risk profiles and offers a range of investment strategies including growth, sector rotation, income, and diversified asset allocations.

Lorie Shah is a CFP® professional with one year of experience, currently serving at Virtue Asset Management LLC. She has worked as a substitute teacher at Oak Park School District 97 since 2018. Virtue Asset Management serves individual and high-net-worth clients through discretionary portfolio management and integrated financial planning, offering customized investment solutions that incorporate quantitative analysis and risk management strategies.

William Ulivieri is the sole advisor at Cenacle Capital Management, LLC, an independent firm based in Glenview, IL. He holds a Series 65 designation and has 22 years of industry experience, having led Cenacle Capital since its founding in 2004. Outside of his advisory role, Mr. Ulivieri serves as a board member of the Glenview Chamber of Commerce and provides independent consulting services to blockchain and technology companies. Cenacle Capital Management offers discretionary asset management and advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm’s investment approach focuses on income-oriented, option-enhanced strategies and tactical asset allocation, combining technical, fundamental, and cyclical analysis, with additional services such as pension consulting, 401(k) plan reviews, and educational programs.

Julia Shinneman is a financial advisor with Shinneman Wealth Group in Northbrook, IL, holding a Series 65 designation and one year of industry experience. She is also a licensed insurance agent with Shinneman and Associates LTD and provides holistic financial and wellness coaching through Positive Mental Wealth LLC. Shinneman Wealth Group offers discretionary and non-discretionary asset management, financial planning, and ERISA 3(21) retirement-plan advisory services for individuals and plan sponsors. The firm employs a combination of passive and active portfolio construction, uses sub-advisor model portfolios, and integrates insurance products within its offerings.