Daniel Haugh is a financial advisor at Wells Street Advisors, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has served in roles at Wells Street Advisors since 2014 and PTI Securities & Futures L.P. since 1987. Wells Street Advisors, LLC is an independent investment management firm providing discretionary asset management to individuals, family offices, trusts, retirement plans, and pension and profit-sharing plans. The firm employs a combination of quantitative analysis, technical research, and external resources in its investment process and offers a Protected Index Program designed for downside protection.

Robert Pick is a financial advisor at RightWise Wealth in Elmhurst, IL, holding a Series 65 designation. He has 16 years of prior experience working at Bain & Company. RightWise Wealth serves individual clients, including high-net-worth households, providing comprehensive financial planning and discretionary investment management guided by Modern Portfolio Theory. The firm integrates third-party tools for tax filing and estate planning and structures its client relationships with an intensive first year of meetings followed by annual reviews.

Brian Padden is a financial advisor at Padden Financial Planning LLC in Chicago, IL. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Padden Financial Planning, he held roles at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of his advisory work, he also spends time as a rideshare driver for Uber Technologies, Inc. Padden Financial Planning LLC is a fee-only firm serving individuals and families, including trusts, estates, and retirement plans. The firm offers comprehensive financial and tax planning services with an investment approach that emphasizes disciplined asset allocation, global diversification, and the use of primarily mutual funds, ETFs, and passive index funds.

Thomas Van Spankeren is a CFP® and CFA® with one year of industry experience. He is affiliated with RISE Investment Management, LLC and previously worked at Voyage Point Wealth Management and Bank of America Private Bank. RISE Investment Management serves individuals, families, trusts, businesses, retirement plans, and non-profit organizations by providing discretionary investment management along with financial planning and consulting services. The firm emphasizes long-term, owner-oriented equity selection, tax efficiency, and diversified exposure across multiple asset classes, including private placements and independent managers.

Vinnie Maliakkal is a CFP® certificant with 11 years of industry experience, currently serving as a financial advisor at Wavvest Wealth. He previously worked at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. for over a decade, and was also associated with Vivacious Group. Outside of his advisory role, Maliakkal owns A Bunch of Randos, LLC, a business focused on photography, graphic design, and clothing. Wavvest Wealth provides discretionary portfolio management and financial planning services to individual clients and employer-sponsored retirement plans, using proprietary technology tools to support portfolio construction and ongoing monitoring. The firm manages diversified portfolios that include ETFs, mutual funds, equities, fixed-income securities, and select alternative investments.

Michael Demaray is a CFA® charterholder with five years of industry experience. He is currently with Bard Associates Inc in Chicago, IL, and previously worked at Elevated Capital LLC for 14 years and AEG Partners for one year. He is the owner and general partner of entities that are currently being wound down and does not devote time to these during the work week. Bard Associates provides discretionary portfolio management and monitoring services to individuals, retirement accounts, trusts, estates, and other entities, employing a long-term, buy-and-hold investment approach with a focus on smaller-company stocks and defensive instruments tailored to client risk tolerance. The firm also manages the Bard Micro-Cap Value Fund L.P., a private pooled vehicle, and uses fundamental analysis alongside limited derivatives and margin strategies in certain accounts.

Jacob Swartz is a financial advisor at Swartz Wealth Management LLC in Chicago, IL, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to his current role, he worked at Level EX and Chicago Capital Management among other positions. He is also the owner of a life and health insurance business, selling insurance on a part-time basis outside of trading hours. Swartz Wealth Management LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and entities such as trusts and estates. The firm employs a passive, long-term investment approach focused on low-cost index funds and ETFs, supported by strategic asset allocation and fundamental analysis. It offers educational content and seminars at no additional charge.

John Mariscalco is a CFP® and CFA® charterholder with 10 years of industry experience. He has worked at 103 Advisory Group since 2019 and previously held roles at Strategic Wealth Partners, Marquette Associates, Mainstreet Advisors, and Gunnallen Financial. 103 Advisory Group serves individual and high-net-worth clients by providing discretionary asset management, financial planning, retirement rollover advice, and consulting. The firm combines strategic and tactical asset allocation with fundamental and technical analysis and offers specialized services such as fixed-fee institutional consulting and business-development support for financial institutions.

Mark Madia is a CFP® professional with over 33 years of experience in financial advising. He has been with Wealth Strategies Counselors, Inc. since 1998 and has held roles at FSC Securities Corporation and Tax & Investment Services, Inc. Additionally, Madia is involved with Tax & Accounting Strategies, Inc., a tax preparation and bookkeeping firm he leads. Wealth Strategies Counselors, Inc. provides personalized financial planning to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and businesses. The firm focuses on written broad-based or modular financial plans without discretionary portfolio management and employs a combination of fundamental and technical investment analysis, generally favoring long-term purchase strategies.

Bryan Petry is a financial advisor with Stonebridge Wealth Management LLC in Oak Brook, IL, holding a Series 66 designation and 23 years of industry experience. He has worked at Stonebridge Wealth Management since 2017 and previously held positions at APW Capital, Inc., Securian Financial Services, Inc., and GCG Financial Inc. Stonebridge Wealth Management serves individuals, trusts, corporations, partnerships, tax-exempt entities, and other legal entities, managing approximately $283 million for about 288 clients. The firm offers discretionary investment management, financial planning, and family-office/business consulting, focusing on customized portfolios that incorporate ETFs, separate account managers, and third-party strategies.

Matthew Dale is a financial advisor at Kai Wealth LLC with a Series 65 designation and two years of industry experience. He previously worked at Gelber Group before joining Kai Wealth LLC. Kai Wealth LLC provides investment management, financial planning, and investment consulting primarily for high-net-worth and sophisticated investors, employing risk-managed portfolio construction with thematic equity strategies, alternative investments, and options-based overlays.

Marina Solomon is a financial advisor at Left Brain Wealth Management, LLC with 15 years of industry experience. She has held her current role since 2014 and previously worked at Wells Fargo Clearing for five years. She holds Series 63 and Series 66 registrations. Left Brain Wealth Management serves individuals, trusts, corporations, retirement plans, and tax-exempt entities by providing discretionary asset management, financial planning, and 401(k) consultative services. The firm utilizes a proprietary platform combining fundamental, technical, and quantitative analysis to tailor investment advice to client objectives and risk tolerance.

Austin Kight is a financial advisor at Cambier Capital, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including 2642 Capital, LLC, ALPS Distributors, Inc., PT Asset Management LLC, Performance Trust Capital Partners LLC, Innovator Capital Management, Foreside Fund Services, LLC, and Weber Shandwick. Cambier Capital provides continuous wealth and investment management services to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, corporations, and other business entities. The firm offers customized portfolios using mutual funds, ETFs, individual equities, and fixed-income securities, employing a primarily long-term investment approach with flexibility to adjust based on client objectives or market conditions.

Jing Chen is a CFA® charterholder with one year of experience in the financial industry. Chen has worked at K2 Wealth Management LLC since 2024 and previously held positions at Forge Global and MSCI. K2 Wealth Management LLC provides discretionary investment management and comprehensive financial counseling to individuals, high-net-worth clients, and related trusts and estates. The firm employs a range of investment strategies including fundamental analysis, factor investing, and quantitative optimization, and offers services such as retirement planning, advanced tax and estate planning, and coordination with third-party money managers.

Ryan Finn is a financial advisor with Apis Financial Group, LLC, holding Series 63, Series 65, and Series 66 designations and 12 years of industry experience. His prior roles include positions at Great Point Capital, LLC, Command Financial Group, and E*Trade Securities LLC. Outside of his advisory work, he serves as president of Command Financial Group LLC, a mortgage brokering business. Apis Financial Group provides investment management and financial planning to individual clients, including high-net-worth households. The firm’s approach combines asset-allocation targets with fundamental, technical, and cyclical analysis alongside Modern Portfolio Theory principles, offering both discretionary and non-discretionary management under a fee-only model.

David Pequet is a financial advisor with MPI Wealth Management LLC in Hinsdale, IL, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He previously worked at MPI Investment Management for 32 years before joining MPI Wealth Management in 2019. Outside of his advisory role, he serves as Director and Treasurer of the Roger B. Chaffee Scholarship Fund and is an officer of Duck Lake Inn LLC, a cottage rental business. MPI Wealth Management provides discretionary investment management and sub-advisory services to institutional and individual clients, including pension plans, investment advisers, banks, corporations, charitable organizations, and high-net-worth individuals. The firm employs a combination of quantitative techniques, technical and fundamental analysis, and macroeconomic research to tailor diversified portfolio strategies across fixed income, dividend equity, and total return equity investments.

Jacob Bossert is a CFP® and ChFC® credentialed advisor at Konza Global Wealth Group with four years of industry experience. He previously worked at Fortune Financial Advisors and has a background that includes seven years at USSSA. Konza Global Wealth Group serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm offers portfolio management, financial planning, and pension consulting with an investment approach that incorporates modern portfolio theory, fundamental, quantitative, and technical analysis.

Jeremiah Yi is a financial advisor at Cambier Capital, LLC with four years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including 2642 Capital, LLC, ALPS Distributors, Inc., and PT Asset Management LLC. Cambier Capital provides wealth management and investment management services to individuals, trusts, estates, charitable organizations, corporations, and business entities. The firm offers customized portfolios using mutual funds, ETFs, individual equities, and fixed-income securities, employing a long-term investment approach supported by fundamental and technical analysis.

Richard Holmberg is a financial advisor at Liberty Asset Management, Inc. with 20 years of industry experience. He holds a Series 65 designation and has been with Liberty Asset Management since 2006. In addition to his advisory role, he is a partner in the law firm of Mosteller & Holmberg, P.C. Liberty Asset Management provides portfolio management and financial planning services to individuals, trusts, retirement plans, corporations, and charitable organizations, emphasizing a long-term, diversified investment approach based on Modern Portfolio Theory.

Peter Soltesz is a financial advisor with Apis Financial Group, LLC, holding Series 63, 65, and 66 designations and over 31 years of industry experience. His prior roles include positions at Waddell & Reed, Inc. and Count Consulting, LLC. Outside of finance, he serves as president of the Cook-Dupage County Beekeepers Association. Apis Financial Group provides investment management and financial planning services to individual clients, including high-net-worth households. The firm employs a blend of fundamental, technical, and cyclical analysis along with Modern Portfolio Theory principles to build diversified portfolios, offering both comprehensive and targeted planning engagements.