Joshi Koneru is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Watershed Private Wealth since 2022. Prior to this, he worked for 15 years at Creative Planning. Watershed Private Wealth provides investment advisory services to individuals, including high-net-worth clients, trusts, estates, and pension plans, offering discretionary portfolio management and financial planning. The firm builds customized investment programs using a blend of fundamental, quantitative, technical, and modern portfolio theory analyses, and integrates financial planning into ongoing portfolio management.

Gerald Howell II is a financial advisor at Arlington Wealth Management with 15 years of industry experience and holds the Series 66 designation. His prior roles include positions at B. Riley Wealth Management, National Asset Management, and Howell Wealth Management. Outside of his advisory work, he serves as president of MESSTER MO LTD, a tax financial business, and holds a part-time role with the Village of Lakewood, IL. Arlington Wealth Management provides wealth management and discretionary investment management primarily to individual clients, including high-net-worth households. The firm uses a structured client process and combines proprietary quantitative models with qualitative research to offer a range of strategies, including defined-outcome ETFs and faith-based/ESG options.

Paul Craig is a financial advisor with Tower Wealth Advisors, Inc. in Wheaton, IL, holding Series 63 and Series 65 licenses and over 25 years of industry experience. He has worked at several firms, including Ausdal Financial Partners and Formula Folios Distributors, and has been associated with Tower Financial Management since 2000. Outside of his advisory role, he is a teacher in the Glenbard Township High School District and serves as the head golf coach at Wheaton College. 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 accounts. The firm focuses on exchange-traded equities and offers both discretionary and non-discretionary portfolio management alongside 401(k) plan assistance.

Jordan Jacobs is a financial advisor with Estate & Trust Advisors in Riverwoods, IL. He holds Series 63 and Series 65 licenses and has 16 years of industry experience, all with his current firm. Estate & Trust Advisors serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm provides discretionary and non-discretionary portfolio management, wealth management, and financial planning, using a strategic core-and-satellite asset allocation with institutional mutual funds, ETFs, and individual securities.

Lindsey Cannata is a Certified Financial Planner® with 12 years of industry experience, currently practicing at Cannata & Company, LLC in Roselle, IL. She previously worked at Commonwealth Financial Network for 12 years and has been with Cannata & Company since 2014. Lindsey is also a licensed notary public. Cannata & Company provides comprehensive financial planning services to individuals and families, focusing on estate planning, business succession, retirement, education funding, and cash-flow management. The firm delivers tailored planning engagements without discretionary portfolio management or custody of client assets.

Marc Davis is a financial advisor at Capital Management Consultants with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Impact Financial Partners, LLC. Capital Management Consultants provides discretionary and non-discretionary investment management to individuals, retirement plans, trusts, estates, corporations, and other entities. The firm manages approximately $76 million across about 61 client relationships, using a blend of fundamental and technical analysis with strategic, tactical, and dynamic allocation strategies.

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.

Brian Bullington is a financial advisor at First Choice Financial Services LLC with one year of industry experience. Prior to his advisory role, he was a professional athlete for nine years. First Choice Financial Services LLC serves individual and high-net-worth clients by providing financial advice primarily through referrals to third-party money managers and estate-planning support, acting as a liaison to facilitate documentation, disclosures, and reviews. The firm does not manage assets directly but selects external managers using fundamental, technical, and cyclical analysis while maintaining ongoing oversight and client communications.

Matthew Nadeau is a CFA® charterholder with 20 years of industry experience. He is a partner at Barzideh & Nadeau Wealth Management LLC, where he has worked since 2025. His previous experience includes roles at Apollon Wealth Management, Triad Advisors Inc, and Piershale Financial Group. Barzideh & Nadeau Wealth Management LLC provides comprehensive portfolio management and financial planning for individuals, high-net-worth clients, trusts, estates, and business entities. The firm manages approximately $60 million in discretionary assets across about 90 clients, utilizing a broad mix of analytical techniques and various asset-allocation approaches to create and monitor portfolios.

Daniel Levy is a financial advisor at Kuhn Wealth Management Inc. in Schaumburg, IL, holding a Series 66 credential with nine years of industry experience. His prior roles include positions at DAI Securities LLC, Concorde Investment Service, LLC, T3 Trading Group, LLC, and Bottarelli Research. Kuhn Wealth Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, using a wrap-fee investment approach that incorporates fundamental, technical, and quantitative analysis alongside modern portfolio theory and both long- and short-term trading strategies.

Brian Beasley is a financial advisor with Athena Advisor Services, LLC in Lombard, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He worked at LPL Financial for 14 years before joining Athena Advisor Services in 2013. Beasley co-hosts the Fierce Fiduciary Podcast and serves as an uncompensated administrator for several financial education discussion groups. Athena Advisor Services provides asset management and financial planning to individuals, trusts, estates, and business entities. The firm offers discretionary portfolio management, written financial plans, and ongoing subscription planning services, using fundamental, technical, and cyclical analysis to tailor portfolios and conduct quarterly reviews.

Lisa Boyd is a CFP® professional with 18 years of experience in the financial industry. She has been with Marcus Capital, LLC since 2007. Marcus Capital primarily serves individual clients, including high-net-worth households, offering discretionary portfolio management and tailored financial planning. The firm focuses on individualized, equity-focused portfolios that combine U.S. value and growth stocks with fixed income, using fundamental analysis and third-party research to guide investment decisions.

Jeffrey Chapracki is a financial advisor at Brentview Investment Management, LLC with 23 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley, Capital Market Consultants, Citigroup Global Markets, and BNY Mellon Advisors. Brentview Investment Management primarily serves high-net-worth individuals and institutional clients, offering discretionary portfolio management with a focus on a fundamentally driven Dividend Growth investment approach. The firm is employee-owned, certified as a Minority Business Enterprise, and notable for its integration across various wrap-fee and managed account platforms.

John Van Ermen is a financial advisor at Exemplar Wealth Advisors, LLC with Series 63, 65, and 66 credentials and over 9 years of industry experience. His prior work includes roles at Cetera and JPM Consulting. Exemplar Wealth Advisors, LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a multi-faceted investment approach that incorporates technical and fundamental analysis, modern portfolio theory, and uses third-party managers, focusing on both traditional and alternative investments for accredited investors.

Charles Shinneman is a financial advisor with Shinneman Wealth Group in Northbrook, IL, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at Shinneman Wealth Group since 2018 and previously at firms including Purshe Kaplan Sterling Investments and AGT The Safe Money People. Outside of advisory work, he is also active as an insurance agent. Shinneman Wealth Group provides discretionary and non-discretionary asset management, financial planning, retirement-plan consulting, and estate-planning support primarily to individual clients and small businesses. The firm employs a combination of passive and active investment strategies, utilizes third-party sub-advisors, and offers estate-plan drafting services through a fixed-fee platform.

Bobbie Helman is a financial advisor at Parkview Asset Management, Inc. with eight years of industry experience and a Series 66 designation. Her prior work includes roles at firms such as Cousins & Associates Inc., StrategyPoint Financial LLC, and Edward Jones. Parkview Asset Management, Inc. manages approximately $206 million for about 140 clients, including individuals, high-net-worth individuals, trusts, estates, and retirement plans. The firm provides discretionary portfolio management and comprehensive financial planning, using a long-term, client-specific investment approach that typically incorporates low-cost diversified mutual funds and ETFs along with individual securities or unaffiliated money managers as appropriate.

Brian Tumpane is a financial advisor with Cedar Capital, LLC and holds a Series 65 designation. He has experience working with Cedar Capital Advisors since 2025 and has prior experience at Upside Group, Inc and Second Sons Advisors, as well as seven years at Walgreens / Alliance Rx Walgreens Prime. Cedar Capital, LLC is a state-registered independent investment adviser that provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, and other business clients. The firm emphasizes ETF-based model portfolios and offers both strategic and active asset allocation approaches while incorporating individual securities, options, and alternative instruments when aligned with client objectives.

Daniel Marcus is a financial advisor at Marcus Capital, LLC with 25 years of industry experience. He has been with Marcus Capital since 2004 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the Board of Directors of Crown Electrokinetics Corp., where he chairs both the audit and finance committees. Marcus Capital primarily serves individual clients, including high-net-worth households, offering discretionary portfolio management and written financial planning tailored to client objectives. The firm manages approximately $113 million in client assets with an investment approach that emphasizes individualized, equity-focused portfolios blending value and growth stocks with fixed income for capital preservation.

Dani Barron is a financial advisor at The Planning Group with 19 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Cambridge Investment Research Advisors and Barron Wealth Management. Barron founded a South African networking group in Illinois that organizes regular events to connect professionals. The Planning Group serves individuals, pension and profit-sharing plans, and business entities through a team-based approach, providing discretionary portfolio management and financial planning tailored to client goals. The firm uses a combination of fundamental analysis and modern portfolio theory to construct long-term, asset-allocation-driven portfolios, primarily utilizing mutual funds and ETFs.

Brittany Boma is a financial advisor at Joseph Wealth Management, LLC with four years of industry experience. She holds a Series 66 designation and also operates BOMA LLC, a law contract review firm where she works as an attorney. Prior to joining Joseph Wealth Management, she has held roles at Joseph Eden Capital, CTA, and the City of Chicago. 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 discretionary client assets and employs a mix of fundamental, technical, cyclical, and modern portfolio theory approaches, including more active strategies such as short-term options trading for suitable accounts.