Martin Konsor is a CFP® professional with 10 years of industry experience, currently serving at Woodfield Financial Advisors, Inc. He has been employed at Zurich North America since 2012. Woodfield Financial Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers financial planning, investment advisory, portfolio management, and insurance review services, implementing tailored asset-allocation models based on fundamental analysis and ongoing portfolio monitoring.

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.

Graham Craig is a financial advisor at Tower Wealth Advisors, Inc. with 16 years of industry experience. He holds a Series 66 designation and has worked at Tower Wealth Advisors since 2016 and at Robert Baird & Co. since 2011. Tower Wealth Advisors provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $47 million across about 218 client accounts. The firm focuses on exchange-traded equities, supplemented by registered investment companies and cash, and offers both discretionary and non-discretionary portfolio management alongside assistance with 401(k) plans.

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 experience in the investment industry. He is a managing member of SpringTide Partners, LLC, where he has worked since 2017. Prior to that, he spent one year at Foster Bridge Partners, LLC, and has been with Harmonic Capital, LLC since 2025. SpringTide Partners provides investment research and discretionary portfolio management primarily for individual and high-net-worth clients. The firm offers manager due diligence, asset allocation, portfolio design, and risk monitoring, combining fundamental and technical analysis with periodic rebalancing and tactical shifts.

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.

Jenifer Aronson is a CFA® charterholder with 12 years of experience in financial advising. She has been with Mosaic FI LLC since 2013 and has been associated with the Mosaic FI brand since 2010. Mosaic FI LLC serves individuals, families, trusts, and small business clients by providing portfolio management and holistic financial planning. The firm customizes investment strategies using a combination of fundamental, technical, cyclical, and quantitative analysis, managing client assets internally for approximately 244 clients.

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.

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.

Samuel Hardy is a financial advisor with Cambier Capital, LLC, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at 2642 Capital, Stenger Family Office, PT Asset Management, and Performance Trust Capital Partners. Cambier Capital provides wealth management and investment services for individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, corporations, and other entities. The firm offers customized portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing a long-term investment approach complemented by fundamental and technical analysis and third-party manager reviews.

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.