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 with Fortune Financial Group, Inc. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. Prior to joining Fortune Financial Group in 2026, he spent 13 years with Invesco Distributors, Inc. 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, and offers comprehensive planning across multiple financial disciplines, managing approximately $141 million in client assets.

Bradley Price is a financial advisor at Moonstone Asset Management, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at DH2, Inc. for over 27 years, where he serves as director of trading and operations, managing trades, cash, and back office support for a family office. Moonstone Asset Management serves individual and high-net-worth clients as well as corporate retirement plans, offering discretionary asset management along with financial planning and consulting. The firm uses a range of investment strategies and conducts regular portfolio reviews to align allocations with client objectives and risk tolerance.

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.

John Kosar is a financial advisor at Asbury Research LLC with Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Asbury Investment Management LLC from 2018 to 2023 and has been with Asbury Research since 2005. Asbury Research LLC provides subscription-based investment research and model portfolios to individual investors, money managers, and third-party advisers. The firm’s research focuses on growth equities, income securities, and high-yield bonds using fundamental, quantitative, and technical analysis.

Keith Nyborg is a Series 65-licensed advisor with 26 years of industry experience, currently affiliated with Kenora Financial, LLC in Des Plaines, IL. He has worked at Invesco, LLC since 1990. Kenora Financial serves individual clients, including high-net-worth households, providing financial planning, investment counseling, retirement and estate planning, tax-related advice, and customized portfolio management across taxable and tax-deferred accounts. The firm emphasizes customized separately managed accounts with diversified equity holdings and a tax-aware, value-oriented investment approach.

Daniel Mauro is a financial advisor at Patrick Mauro Investment Advisor, Inc. with 23 years of industry experience. He holds a Series 65 designation and has been with Patrick Mauro Investment Advisor, Inc. since 2002. Outside of his advisory role, he serves as Chief Investment Officer for Army Capital, LLC, a proprietary equity trading and investment entity, in a non-compensated capacity. Patrick Mauro Investment Advisor, Inc. is an SEC-registered firm that manages discretionary portfolios for individuals, pension plans, trusts, and various entities. The firm employs tailored investment strategies including laddered bonds and growth-and-income equities, and integrates coordinated tax and estate planning through third-party providers.

Freddy Garcia is a Certified Financial Planner (CFP®) with 27 years of experience in the financial services industry. He has worked with firms including Fidelity and MetLife Investment Fund Services LLC, and currently serves at Left Brain Wealth Management, LLC, alongside roles at Capitas Financial Midwest LLC and The Leaders Group, Inc. Left Brain Wealth Management serves individuals, trusts, corporations, retirement plans, and tax-exempt entities, offering discretionary asset management, financial planning, and consultative reviews. The firm employs a proprietary platform combining fundamental, technical, and quantitative analysis to tailor investment advice across various asset classes, including individual equities, fixed income, and options strategies.

Karen Natkin is a financial advisor at Moonstone Asset Management, Inc. with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Moonstone since 2008. Moonstone Asset Management serves individual and high-net-worth clients as well as corporate retirement plans, providing discretionary asset management alongside financial planning and consulting. The firm uses fundamental, technical, and cyclical analysis to guide security selection and manages tailored portfolios that may include a variety of investment instruments.

Alice Brown is a financial advisor with CB3 Financial Group, Inc. in Glen Ellyn, Illinois. She holds Series 63 and Series 65 licenses and has 20 years of industry experience, all with CB3 Financial Group since 2006. CB3 Financial Group provides investment management and wealth-planning services to individuals, families, business entities, and nonprofit organizations. The firm offers portfolio management and customized programs that include actively managed equity and bond strategies, derivatives, and alternative investments, using a combination of fundamental, technical, and quantitative analysis supported by proprietary software.

Matthew Kuhn is a financial advisor at Kuhn Wealth Management Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at Dai Securities LLC, Concorde Investment Services LLC, and Northwestern Mutual Investment Management. Kuhn also operates Kuhn Financial, where he prepares financial plans and provides investment advice. Kuhn Wealth Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm emphasizes ETF-based model strategies, combining fundamental, technical, and quantitative analysis, and implements portfolios on a wrap-fee basis using third-party managers and platforms.

David Pedley is a financial advisor with Treetop Wealth Management, LLC in Northfield, IL, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with Treetop Wealth Management since 2010. Treetop Wealth Management provides discretionary wealth management and comprehensive financial planning to individuals, small businesses, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm uses a risk-management, client-specific approach to develop tailored asset allocations with actively managed mutual funds, ETFs, bonds, and alternative investments, managing portfolios primarily on a discretionary basis.

Daniel Alberth is a CFP® with 27 years of industry experience, currently with Athena Advisor Services, LLC, where he has worked for 15 years. Prior to that, he spent 10 years at Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as treasurer for the Schaumburg High School Band Boosters and co-hosts the Fierce Fiduciary Podcast, which focuses on financial education. Athena Advisor Services, LLC serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $82.2 million for about 187 clients. The firm offers discretionary asset management and financial planning, employing a combination of fundamental, technical, and cyclical analysis across various investment strategies with regular portfolio supervision and rebalancing.

Robert Kuhn is a partner at Kuhn Capital Partners with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Epus Global Energy, LLC. In addition to his advisory role, Kuhn operates as an independent insurance agent and is involved in managing several investment-related businesses and private funds. Kuhn Capital Partners serves individual and high-net-worth clients as well as pooled investment vehicles, providing discretionary asset management, financial planning, retirement rollover advice, and access to third-party managed solutions. The firm constructs portfolios based on client objectives, risk tolerance, and time horizon, employing fundamental and technical analysis and offering alternative investments and private funds for qualified clients.

Timothy Ziemba is a CFP®, CFA®, and holds a Series 65 license with 12 years of industry experience. He has been with IRON Financial LLC since 2019, following five years at Life Line Financial Group and Life Line Wealth Management. IRON Financial, together with its affiliate IRON Wealth Holdings, serves individuals, trusts, charitable organizations, and private funds by providing discretionary portfolio management, ongoing financial planning, personalized indexing, and private investment advisory services. The firm employs a combination of fundamental, technical, and quantitative analysis in managing a diverse range of strategies and acts as a private fund sponsor and adviser with performance-based compensation elements.

Mark Levin is a CFP® with 10 years of industry experience, currently serving at Reap in Wealth Management, LLC. He has been associated with Secure Your World since 2010. Outside of his advisory role, Levin is an outside insurance brokerage agent specializing in fixed insurance products and serves as vice president of the Malibu Cove Homeowners association in Wheeling, IL. Reap in Wealth Management serves individual and high-net-worth clients by providing personalized financial planning and access to third-party portfolio management. The firm offers a comprehensive planning approach covering cash-flow, tax, retirement, education funding, insurance review, and estate-planning referrals, operating through a fee-based model and utilizing multiple sub-advisors and model platforms for investment management.

Robert Bower is a CFA® charterholder with four years of industry experience. He has been with The Invictus Collective, LLC since 2019 and previously worked at Health Care Service Corporation for seven years. Outside of his advisory role, he manages and invests in Invictus Proprietary Opportunity 1 LLC and Invictus Private Group 1 LLC, entities involved in consolidating investors for a synthetic graphite manufacturer. The Invictus Collective provides financial planning, consulting, and investment management services to high-net-worth individuals, trusts, corporations, institutional investors, and advisers, including clients outside the U.S. The firm constructs diversified portfolios using a range of investment vehicles guided by Modern Portfolio Theory and offers both discretionary and non-discretionary arrangements, managing private pooled investment vehicles and marketing structured-product strategies to institutional clients.