John Davis is a CFP® with 28 years of industry experience and has been with Mentor Capital Management Inc. since 1992. He holds Series 63 and Series 65 licenses. Outside of his advisory work, he is part owner and treasurer of Elmhurst Tailgate Inc., a dog daycare and boarding business. Mentor Capital Management Inc. provides fee-only wealth management and financial planning services primarily for individual clients. The firm employs fundamental analysis within a broad asset-allocation framework, favoring passive, low-expense, index-based strategies for long-term holdings.

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.

Katherine Hennessy is a CFP®-credentialed financial advisor with 10 years of industry experience currently working at Assetgrade, LLC in Chicago, IL. She has been with Assetgrade since 2016. Assetgrade, LLC provides financial planning, investment and wealth management, and retirement plan consulting for individuals, trusts, estates, and corporate entities. The firm manages approximately $337.7 million in discretionary assets across three advisors, using model strategies focused on strategic asset allocation with occasional tactical adjustments.

Richard Milton is a CFA® charterholder and Series 63 licensee with 24 years of industry experience. He has worked at 103 Advisory Group since 2021 and previously spent 17 years at Mainstreet Advisors. Based in Chicago, IL, he is one of three advisors at 103 Advisory Group. 103 Advisory Group is an independent SEC-registered advisory firm managing approximately $224.8 million for about 74 clients. The firm offers discretionary portfolio management, modular and fixed-fee financial planning, and business-development consulting for financial institutions, serving both individual and high-net-worth clients.

Michael Klenn is a CFA® charterholder with one year of experience currently with Significance Capital Management LLC. He previously worked at Allspring Global Investments for three years and Calamos Investments for two years, with prior roles at Timpani Capital Management and periods of unemployment. Significance Capital Management LLC is an independent investment adviser that provides discretionary portfolio management to individuals and high-net-worth clients. The firm employs its Enhanced Alpha Strategy, which tactically allocates among large-cap equities using a combination of fundamental, quantitative, factor, and technical analyses, and serves as sub-adviser to the Significance Capital Enhanced Alpha ETF.

Kristopher Kessler is a financial advisor at Asset Strategies, Inc. with 23 years of industry experience. He holds the Series 66 designation and has worked previously at WestPark Capital Inc and American Trust Investment Services, Inc. Mr. Kessler is a managing member and 50% owner of AmTru Fund Management LLC, where he manages an SPV related to AI inference ventures. Asset Strategies, Inc. provides discretionary portfolio management and financial planning to individual and charitable clients. The firm employs a combination of fundamental, technical, charting, and cyclical analysis, implementing both long- and short-term strategies across various asset classes.

Christine Sibrava is a financial advisor at Stevard LLC with 14 years of industry experience. She holds the PFS™ designation and Series 65 license. Prior to joining Stevard in 2016, she worked at Whitnell & Co. for five years. Stevard LLC provides family office and investment advisory services to high-net-worth individuals, trusts, family LLCs, private foundations, and family businesses. The firm focuses on multi-asset portfolios using independent investment managers and managed products, complemented by expanded family office functions such as accounting, tax compliance, and philanthropic planning.

David Vaught is a CFA® charterholder with 29 years of experience in financial advising. He has worked at Propel Financial Advisors, LLC since 2018 and previously spent over two decades at Mitchell, Vaught & Walker, Inc., as well as operating as a sole proprietor. He holds a Series 65 license and is based in Chicago, IL. Propel Financial Advisors is an independent, employee-owned firm serving individuals, small businesses, nonprofits, and institutional clients. The firm offers customized portfolio management and financial planning, employing a combination of fundamental, technical, and cycle analysis with a focus on long-term holdings and active adjustments during volatile markets. Several principals at the firm also provide tax and legal services through affiliated firms.

Leanne Raskob is a CFP® and holds a Series 65 license, with one year of experience in financial advising. She currently works at Von Haefen Financial Management and previously held positions at Grant Thornton, LLP, Dixon Hughes Goodman, and operated her own advisory firm. Von Haefen Financial Management is a fee-only, holistic financial planning firm serving individuals, families, and trusts through a two-advisor team. The firm offers comprehensive planning services including tax, estate, and retirement planning, providing customized, non-discretionary investment recommendations without using percentage-of-assets fees or commissions.

Osman Arain is a CFA charterholder with 10 years of industry experience. He currently serves as an advisor at Evansbrook Capital Management and previously worked at Romano Brothers and PNC Wealth Management. Evansbrook Capital Management serves individual clients, families, trusts, estates, businesses, charities, and retirement plans by providing discretionary investment management, custom portfolio construction, and qualified plan consulting. The firm employs a strategic, diversified asset-allocation framework supported by multiple analytical approaches and manages over $225 million with a small advisory team.

Natalie Baros is a financial advisor at Aurelien Capital Partners with a Series 65 designation and three years of industry experience. Before joining Aurelien Capital Partners, she worked at Merrill and Firstrock Capital and has consulting experience with NEB, LLC, assisting in operations and business development for a CPA firm. 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 combining active and passive strategies across public and private markets.

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.

Thomas Stecich is a financial advisor at Athena Advisor Services, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked with Purshe Kaplan Sterling Investments and Athena Advisor Services since 2013. Outside of his advisory role, he serves as a volunteer firefighter and treasurer for the Ogden Dunes Amateur Radio Club. Athena Advisor Services provides asset management and financial planning to individuals, trusts, estates, and business entities. The firm offers discretionary portfolio management and ongoing planning services, using fundamental, technical, and cyclical analysis to tailor portfolios that are reviewed quarterly.

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.

Peter Jankovskis is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Arbor Financial Services, LLC since 2021. He previously worked at Oakbrook Investments, LLC for 12 years. Arbor Financial Services provides discretionary portfolio management and limited financial planning primarily to individuals, including high-net-worth clients, as well as trusts and estates. The firm uses proprietary model portfolios and a combination of analytical methods to manage client assets, typically on a discretionary basis.

Anita Mauro is a financial advisor at Patrick Mauro Investment Advisor, Inc. She holds a Series 65 designation and has four years of industry experience. Prior to joining Patrick Mauro Investment Advisor, she worked at Thompson Coburn, LLP for six years. Patrick Mauro Investment Advisor, Inc. is an SEC-registered firm that manages portfolios for individuals, pension and profit-sharing plans, trusts, estates, and various business and charitable entities. The firm provides discretionary investment management and coordinated tax and estate planning support, employing strategies such as laddered bonds for capital preservation and dividend-focused equity investments.

Lindsey Feyereisen is a CFP® and holds a Series 65 license, with nine years of industry experience. She has been with Laureate Wealth Management, LLC since 2014. Laureate Wealth Management provides investment advisory, financial planning, estate planning, and family office coordination services to individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and other entities. The firm uses a strategic asset allocation process that includes various investment vehicles and manages both discretionary and non-discretionary accounts, with notable involvement in pooled investment vehicles and affiliated fund activities.