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 with BlackWatch Financial Group, LLC in Lisle, Illinois. He holds Series 63, 65, and 66 licenses and has 37 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, Inc. and several other financial firms. BlackWatch Financial Group serves ultra-high-net-worth families and charitable organizations, offering discretionary investment management, financial planning, and multi-family office services. The firm focuses on customized investment policies and diversified asset allocation, including alternatives, supported by ongoing monitoring and 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.

Brian Kenney is a CIC-designated advisor with Kenney Investments Inc. in Northfield, IL, bringing 4 years of industry experience. He has been with Kenney Investments since 1989. Kenney Investments Inc. manages portfolios primarily for high-net-worth individuals, charitable foundations, corporations, and retirement plans, overseeing approximately $332 million in assets. The firm employs a long-term, fundamentally driven investment strategy with a focus on large-cap equities, high-quality fixed income, and selective use of ETFs and mutual funds, tailoring portfolios to individual risk parameters with regular reviews.

Mark Doyle is a financial advisor at Clement Street Capital LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Entrust Services since 2004, where he also serves as managing director of a non-investment-related business providing bill payment and financial reporting services. Prior to that, he was employed at Raymond James Financial Services and Deutsche Bank Securities. Clement Street Capital provides discretionary asset management and financial planning primarily to high-net-worth individuals, trusts, corporations, retirement plans, and other legal entities. The firm manages portfolios using a tailored investment policy with a long-term orientation, employing a mix of equities, fixed income, ETFs, REITs, alternatives, private placements, and options.

Jeffrey Ross is a financial advisor with Main Street Investment Advisors, LLC in Northbrook, IL, holding Series 63 and Series 65 designations and 32 years of industry experience. He has been with Main Street Investment Advisors since 2008. Main Street Investment Advisors primarily serves high-net-worth individuals and private foundations, offering discretionary portfolio management and asset-allocation advice. The firm emphasizes a buy-and-hold investment approach focused on large-cap companies, integrates option strategies for income and downside protection, and utilizes a range of research sources to support its process.

Brendan Moody is a financial advisor with Watershed Private Wealth LLC in Oak Brook, IL, holding Series 63 and Series 65 licenses and 18 years of industry experience. His previous roles include positions at Spotlight Asset Group and Fidelity Investments. Moody serves as treasurer for the Fisher Falcon Education Foundation in a volunteer capacity. Watershed Private Wealth provides investment advisory services to individuals, trusts, estates, and pension plans, offering discretionary portfolio management, financial planning, and access to various investment strategies including direct indexing and cryptocurrency-linked ETFs. The firm uses a combination of fundamental, quantitative, and modern portfolio theory analyses to create customized investment programs aligned with clients’ goals and risk tolerance.

Nicholas Kalivas is a financial advisor at Fortune Financial Group, Inc. with 17 years of industry experience. He holds Series 65 and Series 63 licenses and previously spent 13 years at Invesco Distributors, Inc. before joining his current firm. Fortune Financial Group provides financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs long-term investment strategies using active and passive mutual funds and ETFs, serving both retail and higher-net-worth clients.

Bradley Price is a financial advisor at Moonstone Asset Management, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with DH2, Inc. for 27 years, where he serves as director of trading and operations, handling trade execution, cash management, and back office support for a family office. Moonstone Asset Management serves individual and high-net-worth clients as well as corporate retirement plans, managing approximately $75 million for about 68 clients. The firm provides discretionary asset management along with financial planning and consulting, using client-specific investment programs that incorporate fundamental, technical, and cyclical analysis with an active trading approach.

Thomas Theodore is a financial advisor with Wealth Strategies Counselors, Inc. in Naperville, IL, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at FSC Securities Corporation and Tax & Investment Services Inc. and serves as president of Wealth Strategies Counselors. Outside of advisory work, he owns a tax preparation and bookkeeping firm and participates as vice president on the board of his office condominium association. Wealth Strategies Counselors, Inc. offers personalized financial planning to a diverse client base, including individuals, trusts, and business entities. The firm emphasizes written, tailored plans with a combination of fundamental and technical investment analysis, generally favoring long-term purchase strategies, and operates primarily on fixed fees or retainers without discretionary portfolio management.

Paul Hoffmeister is a financial advisor at Camelot Portfolios, LLC with eight years of industry experience and holds a Series 65 credential. He has held portfolio management roles at Camelot Event-Driven Advisors and KHA Capital, and previously worked at Quaker Funds Inc. and Bretton Woods Research. Outside of investment management, he is president of PKH Group LLC, a company involved in sales of CMMS software. Camelot Portfolios provides discretionary and non-discretionary asset management to individuals and other investment advisers, offering proprietary model strategies and custom accounts. The firm manages a range of strategies using ETFs, mutual funds, options, and alternative investments, often implementing models for clients referred by other advisers and supports pooled and charitable investment vehicles.