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.

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.

Langton Garvin is a CFA® charterholder with one year of experience at Apex Quantitative Group, LLC. His prior work includes nine years at Clark School and two years at QS Investors. Apex Quantitative Group provides discretionary portfolio management to individuals, trusts, estates, and business entities, focusing on model-based large-cap equity portfolios built using a machine-learning system that targets S&P 500 tracking within controlled risk parameters. The firm serves a very small client base, allows client-directed trading features, and discloses performance results, which is uncommon among supported firms.

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 and Secure Capital Management USA LLC since 2012. Outside of his advisory role, he assists clients with life insurance and annuity purchases through various insurance carriers. SC Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation investment approach and offers discretionary portfolio management, financial planning, and pension plan consulting.

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.

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.