Natalie Baros is a Series 65-licensed financial advisor at Aurelien Capital Partners with three years of industry experience. Her prior roles include positions at Merrill and Firstrock Capital, among others. Outside of her advisory work, she serves as a managing member of NEB, LLC, providing consulting support for operations and business development at a CPA firm. Aurelien Capital Partners serves individuals, families, and high-net-worth clients, with a focus on professional athletes and exonerees, offering wealth management, financial planning, and family office services. The firm employs an open-architecture investment approach, blending active and passive strategies across public and private markets to build diversified portfolios.

Allison Meers is a CFP® professional with four years of industry experience. She has worked at Pebble Valley Wealth Management since 2021 and previously was with CIBC from 2012 to 2021. Pebble Valley Wealth Management serves individual, charitable, and corporate clients, offering discretionary portfolio management, financial planning, and pension consulting. The firm’s investment approach includes asset allocation and mutual fund/ETF selection supported by technical analysis and third-party research, with a notable use of derivative-based option strategies within separately managed accounts.

Benjamin Wilson is a Series 65 licensed advisor at Stabile Investment Management with one year of industry experience. His prior roles include positions at Aerotek, North American Derivatives Exchange, Crypto.com, The Small Exchange, Illinois Institute of Technology, and United Launch Alliance. Benjamin is based in Chicago, IL. Stabile Investment Management serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management and investment consulting. The firm follows a documented investment process emphasizing diversification and fundamental analysis, primarily using ETFs and no-load mutual funds, and conducts regular portfolio reviews.

Brian Schaeffer is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Impact Financial. He previously worked for 11 years at Shankervalleau Wealth Advisors, Inc. Outside of advisory work, he is an accountant assisting with tax preparation and serves as treasurer for the Morrison-Shearer Foundation, an organization dedicated to preserving the legacy of dancer-choreographer Sybil Shearer and photographer Helen Balfour. Impact Financial provides fee-only wealth management and comprehensive financial planning to individuals, trusts, estates, and small business owners. The firm uses a factor-based, smart-beta investment approach primarily with low-cost mutual funds and ETFs, supported by in-house planning and tax expertise, serving a notable non-U.S. client base with cross-border financial analysis capabilities.

Jay Plourde is a financial advisor at Joseph Wealth Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Riposte Capital and Wedbush Securities. Plourde serves on the boards of two nonprofit organizations: Joseph Business School in Forest Park, Illinois, and Kenneth Copeland Ministries in Fort Worth, Texas. Joseph Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations. The firm manages approximately $17.6 million in client assets and employs a mix of analytical approaches, including fundamental, technical, and modern portfolio theory, to tailor portfolios to client objectives and risk tolerances.

Ronald Fox is a financial advisor at Certitude Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Certitude Advisors since 2014. The firm serves individual and institutional private clients, including senior corporate executives, entrepreneurs, and nonprofit entities, providing discretionary investment management and comprehensive financial, retirement, and tax planning. Certitude Advisors emphasizes a long-term investment horizon, independent security analysis, and individualized portfolio management.

Margaret Twombly is a financial advisor at Twombly Asset Management LLC with 28 years of industry experience. She has been with Twombly Asset Management since 2008. The firm provides discretionary portfolio management to individuals, high-net-worth clients, and related entities, using a diversified, multi-strategy approach that includes equities, fixed income, and tactical overlays informed by economic data.

Timothy Klauke is a financial advisor at Blue Bison Investments with 22 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Global Eye Investments and Global Eye Investments Corporation. Blue Bison Investments provides discretionary investment management to individuals, businesses, and nonprofit organizations, managing approximately $18.3 million in advisory assets. The firm focuses on individual-stock selection complemented by funds, uses documented investment policies and risk controls, and maintains formal referral relationships with accounting professionals alongside an affiliated insurance services business.

Robert Leon is a financial advisor with Harbour Financial Resources, Ltd., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Harbour Financial Resources since 1994. Outside of his advisory role, he serves as Chief Financial Officer of Patricia Rhodes Inc. Harbour Financial Resources, Ltd. provides investment supervisory services and financial planning to individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a non-discretionary investment approach based on client profiles, risk questionnaires, and a combination of fundamental and technical analysis.

Wendi Svitak is a CFP® professional with seven years of industry experience. She currently works at Bard Associates Inc and has prior experience at The Retirement Network Ltd, LPL Financial, and Morgan Stanley. Outside of her advisory role, she provides administrative support to independent investment advisor firms. Bard Associates, Inc. offers discretionary portfolio management and portfolio-monitoring services to a range of clients including individuals, IRAs, trusts, and charitable organizations. The firm emphasizes a long-term, buy-and-hold investment strategy focused on smaller-company and micro-cap equities, and also manages the Bard Micro-Cap Value Fund L.P., a private pooled vehicle closed to new investors.

Peter Newman Jr. is a CFA® charterholder with 12 years of experience in the financial advisory industry. He has been with Peak Wealth Planning, LLC since 2014 and previously worked at the University of Illinois for 27 years. Peak Wealth Planning is a small, supported advisory firm serving individual, high-net-worth, trust, and select institutional clients. The firm employs an asset-allocation driven investment approach using low-cost mutual funds and ETFs, and provides financial planning, discretionary investment management, and due diligence on alternative investments.

John Hering is a CFP®-designated financial advisor at Composure Wealth Management, LLC with 16 years of industry experience. He has worked at Composure Wealth Management since 2019 and previously held positions at Bank of America and Merrill from 2016 to 2019. Composure Wealth Management serves individuals, high-net-worth clients, families, trusts, estates, charitable organizations, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm uses a multi-disciplinary investment approach combining individual securities and third-party sub-advisors, employing both strategic and tactical asset allocation methods.

Daniel Carey is a CFP® with 17 years of industry experience and has been with Mentor Capital Management Inc. since 2007. He holds a Series 66 license and is based in Chicago, IL. Mentor Capital Management Inc. serves individual clients through fee-only wealth management and financial planning, offering services such as investment management, income tax planning, and estate-planning review. The firm employs a fundamental analysis approach within a broad asset-allocation framework, favoring passive, low-expense, index-based strategies for long-term holdings.

Ryan Hass is a Certified Financial Planner (CFP®) with 10 years of industry experience, currently serving at RF&L Wealth Management, LLC since 2016. He holds the Series 65 registration and is a partner in BREAKING EIGHTY, LLC, an investment-related entity. RF&L Wealth Management provides advisory services to individuals, retirement plans, trusts, charitable organizations, and small businesses, employing an investment approach grounded in Modern Portfolio Theory and diversified, evidence-based strategies. The firm integrates third-party solutions and offers both discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting.

David Williams is a CFA® charterholder with 28 years of industry experience. He has been the sole advisor at Williams Capital Management Company since 1995. Williams Capital Management is an independent registered investment adviser that provides portfolio management and investment advice to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm combines fundamental and cyclical analysis in its investment approach and manages a substantial portion of client assets on a non-discretionary basis, serving primarily higher-net-worth and institutional clients.

John Swift is a CFA® charterholder with 22 years of industry experience, currently serving as an advisor at Benchmark Investment Advisors LLC since 2017. His prior experience includes roles at Gentry Private Wealth Management, Swift Wealth Management, Leonetti & Associates, Harrisdirect, and AllianceBernstein. He also works as a CFA review program instructor with Becker Professional Development Corp. Benchmark Investment Advisors LLC provides discretionary and non-discretionary investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm focuses on long-term strategic allocation between global equity and fixed-income model portfolios, employing proprietary valuation metrics and tactical overlays, and offers formal quarterly client communications along with specialized services such as retirement plan consulting and sub-advisory arrangements.

Samuel Feldman is a financial advisor at 755 Financial with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for a total of ten years. Outside of finance, Feldman is the owner of Sweetwater Meat and Seed Company, a food review and consulting business based in Chicago. 755 Financial is an SEC-registered adviser providing portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a client-driven approach tailored to objectives, time horizon, and risk tolerance, utilizing strategies such as asset allocation and dollar-cost averaging.

Sarah Bodach is a Series 65-licensed financial advisor at Mentor Capital Management Inc. in Chicago, IL, with nine years at the firm and three years of industry experience. Prior to joining Mentor Capital Management, she was a homemaker for six years. Mentor Capital Management Inc. is a fee-only advisory firm serving individual clients, trusts, estates, and business entities. The firm focuses on long-term, low-cost index-based investing combined with fundamental analysis and a broad asset-allocation approach, offering services that include wealth management, financial planning, and tax-related advice.

Paul Shuman is a CFP® with 21 years of industry experience, currently serving as an advisor at The Planning Group. He has previously worked at Cambridge Investment Research Advisors and has operated Shuman Financial Consulting, LLC since 2009. Shuman is a CPA and serves as a board member and Financial Committee Chairman for Shore Community Services, Inc. in Skokie, IL. The Planning Group is a registered investment adviser that serves individuals, including high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a model-based investment approach using fundamental analysis and modern portfolio theory, offering discretionary portfolio management and financial planning tailored to client objectives.

Timothy Obendorf is a CFP® and holds a Series 65 license with 16 years of industry experience. He has been with Steward Advisors, LLC since 2011. Outside of his advisory role, he is a 25% minority owner and board member of McLennan Property Management Company, which manages commercial and industrial properties in the Chicago area. Steward Advisors serves individuals, businesses, trusts, estates, retirement plans, charitable organizations, corporations, and family offices with fee-based financial planning and private portfolio management. The firm manages approximately $137 million in assets, integrating financial planning with investment strategies that include ETFs, mutual funds, individual securities, and privately placed investments, while employing options and derivatives for hedging and tactical purposes.