Brian Wolf is the sole advisor at Bright Lantern Financial LLC in Chicago, IL, where he has worked since 2011. He holds a Series 65 designation and has 14 years of industry experience. Bright Lantern Financial LLC is a fee-only registered investment adviser serving individual clients with discretionary portfolio management and standalone financial planning. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, focusing on broad diversification with low-cost index funds and ETFs, cost management, and tax-efficient strategies.

Shreekkanth Viswanathan is a CFA® charterholder and holds the Series 66 designation with nine years of industry experience. He has been with SVN Capital, LLC since its founding in 2018, following three years at Keeley Asset Management. SVN Capital, LLC is a state-registered investment adviser serving individual and institutional clients with discretionary portfolio management, including separately managed accounts and a pooled private fund. The firm employs a bottom-up, fundamental value-investing approach focused on a concentrated portfolio and long-term horizon, managing approximately $14.3 million in discretionary assets.

Rolando Intia is a financial advisor with Itaxandinvestments Inc and holds Series 65 and Series 63 licenses, with six years of industry experience. His prior roles include positions at Lakeshore Capital Group, J.W. Cole Advisors, and Transamerica Financial Advisors, alongside extensive experience at H&R Block. Itaxandinvestments Inc provides tax preparation, financial planning, and discretionary portfolio management services to a range of clients, including individuals and various business entities. The firm combines investment advisory with tax and accounting services and employs both fundamental and technical analysis, managing accounts primarily on a discretionary basis.

Gary Byrne is a financial advisor at Carlisle Financial Management, LLC with 19 years of industry experience. He holds a Series 65 designation and has worked at Great Northern Financial since 2006. Carlisle Financial Management provides portfolio management and investment supervisory services to individual and high-net-worth clients, utilizing both fundamental and technical analysis. The firm employs a range of strategies including options writing and short-term trading, managing approximately $38.2 million for about 25 clients without account minimums.

Robert Salzman is a CFP® professional with 12 years of experience in financial advising. He is the sole advisor at RB Salzman Wealth Management, LLC, an independent firm he has led since 2015. The firm provides wealth and investment advisory services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other institutions. RB Salzman Wealth Management emphasizes a goal-focused wealth analysis and strategic planning approach, incorporating diversified portfolios, scenario analyses, and regular reviews to manage approximately $35.6 million in assets across 29 client relationships.

Michael Chrisler is the sole advisor at MJC Financial Fitness LLC in Chicago, IL, holding a Series 65 designation with 17 years of industry experience. He previously worked for Envestnet Asset Management, Inc. for 14 years before founding his current firm in 2019. MJC Financial Fitness serves individual clients through comprehensive financial planning combined with discretionary investment management, offering both ongoing advisory relationships and project-based coaching. The firm creates client-specific investment policies and manages portfolios using in-house models and third-party managers, with no minimum account size required.

I'm Sobhi Baghdadi, a CFP® professional and the founder of Haland Wealth Management, an independent, fee-only financial planning firm in Chicago. I built the firm on a simple idea: advice should be paid for directly by the people receiving it, never through commissions or product sales. That way, my only job is helping you make good decisions with your money. I work with clients in two ways. A one-time, project-based plan tackles a specific question or decision for a flat fee you know before we start. An ongoing planning relationship is for people who want a planner in their corner over time, revisiting the plan as life changes; ongoing clients can also have their investments managed as part of that relationship. If I bring in an outside investment manager for your accounts, that manager's fee is separate and disclosed to you first. My fees are flat and quoted before you commit, with no asset minimums. Beyond English, I speak Arabic and French, and I especially enjoy working with individuals and families who want a clear, judgment-free conversation about their finances. As a registered investment adviser, Haland Wealth Management has a fiduciary duty to act in your best interest. If that's the kind of relationship you're looking for, I'd welcome the chance to talk. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Nauman Bhatti is a financial advisor at Old Forge Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at Bank of America for 12 years. Bhatti serves as a director of the Traffic Club of Chicago, an organization focused on transportation business advocacy. Old Forge Advisors provides discretionary investment management and qualified plan consulting to individuals, families, trusts, businesses, charities, and retirement plans. The firm employs a proprietary asset allocation methodology that incorporates multiple analytical approaches and offers a range of qualified plan services, including fiduciary roles under ERISA.

Keesha Tyler is a CFP® professional with 12 years of industry experience, operating under her own firm, Keesha Tyler LLC, since 2018. She also co-manages Tyler Financial Group LLC, where she provides business accounting, tax preparation, and consulting services. Keesha Tyler LLC offers financial planning services to individuals and high-net-worth clients, focusing on retirement, tax and estate planning, cash-flow and debt management, business planning, and investment analysis. The firm employs a primarily passive investment approach using index mutual funds and ETFs and provides various engagement options without taking custody of client assets.

Kevin Andersen is a financial advisor with K.W. Andersen Investment Group, LLC in Chicago, IL, holding a Series 66 designation and 13 years of industry experience. Prior to founding his independent firm, he worked at William Blair & Co LLC. In addition to his advisory role, he is employed as a commercial airline pilot for Delta Airlines. K.W. Andersen Investment Group provides financial planning, investment consultation, portfolio management, and business consultation to individuals, including high net worth clients, and small businesses. The firm uses a combination of fundamental analysis, diversified strategies, and elements of modern portfolio theory to construct tax-efficient, customized portfolios, primarily managed on a discretionary basis.

Daniel Short is the sole advisor at Directional Asset Management, LLC, an independent registered investment adviser based in Arlington Heights, IL. He holds Series 65 and Series 63 licenses and has 29 years of industry experience, including prior roles at Charles Schwab and JVM Securities LLC. Outside of his advisory work, he owns and manages a commercial property leased to his firm. Directional Asset Management serves individual, high-net-worth, and charitable clients, offering discretionary portfolio management and financial planning. The firm employs a blend of fundamental, technical, charting, and cyclical analysis to create customized investment strategies that include equities, ETFs, fixed income, mutual funds, REITs, and select private placements.

Lisa Dieter is a financial advisor at EmberHouse, LLC in Chicago, IL, with 23 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley and Mesirow Financial Investment Management. Ms. Dieter is a spousal partner in an investment-related trading partnership. EmberHouse serves individuals—including high-net-worth clients—retirement plans, charities, trusts, and businesses by providing discretionary asset management integrated with financial planning and ERISA-plan advisory services. The firm manages portfolios using a range of investment methods and delivers asset management exclusively through an all-inclusive wrap fee program.

Nancy Doyle is a CFA® charterholder with one year of industry experience, currently serving as the sole advisor at Manage Your Financial Life in Northfield, IL. She has been associated with The Doyle Group, LLC since 2003. Manage Your Financial Life is an independent, fee-only advisory firm that provides financial consulting and planning to individuals and high-net-worth clients. The firm offers collaborative, hourly-based planning engagements, blending traditional investment analysis with financial therapy, and does not provide discretionary portfolio management or custody of client assets.

Thomas Foertsch is the principal and sole advisor at Volsurface Capital Management, LLC, an independent firm based in Chicago, IL. He holds a Series 65 credential and has 11 years of industry experience. Prior to founding Volsurface Capital Management, he was involved with Dairyfunds, LLC, and since 2009 has served as CEO of Exchange Capital Resources, a consulting firm focused on business strategy and operations. Additionally, Mr. Foertsch holds a Realtor license with Berkshire Hathaway Home Service. Volsurface Capital Management provides separately managed account services employing market-neutral, relative-value volatility strategies using listed index derivatives primarily for high-net-worth individuals and institutional clients. The firm utilizes proprietary models to identify pricing dislocations in S&P 500 and U.S. 10-year Treasury index options and related futures, maintaining hedged positions to preserve a market-neutral stance with embedded tail-risk protection.

Holistic financial planning for creatives, freelancers, small business owners, and independent thinkers. Indie Financial Planning is a woman-run, fee only financial planning firm with a background in arts and entertainment. We are licensed in Illinois and California. Before becoming a CFP® Professional, I spent over 20 years working in the independent music industry. I have a unique awareness of the challenges facing artists, creatives, or anyone looking to build a career or business not tied to a traditional 9-5 position. IFP caters to self-employed entrepreneurs or anyone looking to plan for a future on their own terms. I founded IFP as an alternative to a financial industry widely viewed as only serving the very wealthy. There are no investment minimums to work with IFP. We are an independent resource ready to partner with you when you are ready to take control of your financial life. Whatever your planning needs – from investments to budgeting – IFP will consider the many moving parts of your situation and work with you to build a plan based on trust. We focus on holistic planning and helping to educate you, so you are better positioned to achieve your goals. We treat planning as a partnership. We provide you with the tools and knowledge to take control of your finances. We offer advice and expertise to answer your questions and pursue your goals. Investment management and ongoing planning allows us to create a roadmap with clients and travel that path with them adjusting to changes along the way. After graduating from Pomona College with degrees in Economics and French, I moved from California to Boston for a change of scenery. There, I began working in a record store and eventually moved into sales and distribution for a small independent record label. I continued working in independent music when I moved to Chicago including 16 years as Head of Sales and Distribution for Touch and Go Records. When I left the music industry in 2009, I saw an opportunity to offer financial planning and investment advice to the many talented and creative folks in my circle of friends and others like them. Outside of work, I have a soft spot for animals including my 2 cats and 2 dogs all rescued from Chicago area rescues. The dogs arrived at the house as 2-week-old puppies along with their mama dog and 7 siblings during the 2020 Covid pandemic. If the pets give me the I still enjoy seeing live music and enjoy the many venues around Chicago.

William Ake is a financial advisor at Van Ake Capital LLC with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Van Ake Capital since 2017, following positions at Western International Securities, Inc. and Fort Sheridan Advisors. Van Ake Capital LLC provides fee-based portfolio management services to individuals, high-net-worth clients, trusts, and small business entities. The firm manages approximately $23 million across a limited number of client relationships, offering personalized asset management and employing a combination of fundamental and technical analysis alongside option strategies when appropriate.

Yousef Salama is a financial advisor at Museum Park Capital with a Series 65 designation and recent industry experience beginning in 2026. He has held roles at Deloitte Professional Services (DIFC), Global Affairs Canada, and the Chicago Metropolitan Agency for Planning, among others. Salama also serves as Director of Education for the Association for the Improvement of American Infrastructure through his related entity, Salama Research Group. Museum Park Capital provides non-discretionary portfolio management and tailored advisory services to individuals, high-net-worth clients, small businesses, and retirement plans. The firm emphasizes a long-term, thematic approach combining top-down analysis with bottom-up research, maintaining a small number of high-conviction positions and offering fixed-fee consulting engagements alongside portfolio management.

John Mayer is a financial advisor at Invest Capital LLC in Chicago, holding Series 63 and Series 66 licenses with 35 years of industry experience. He previously worked at Stifel, Nicolaus & Company, Incorporated for 10 years before founding his sole proprietorship and joining Invest Capital in 2018. Outside of finance, he provides transportation services through an affiliation with Uber Technologies, Inc. Invest Capital provides investment management, financial planning, and retirement-plan advisory services to individual and high-net-worth clients, as well as ERISA-qualified plans. The firm employs a variety of analytical methods and offers tailored strategies, including both discretionary and non-discretionary authority, alongside public educational seminars and workshops.

Peter Skoufis is the sole advisor at Skoufis Capital Management in Chicago, IL. He holds a Series 66 designation and has 17 years of industry experience, including 15 years leading his independent firm since 2011. Skoufis Capital Management provides discretionary investment management to high-net-worth individuals, trusts, estates, small businesses, and charitable organizations. The firm applies a CAN SLIM-based investment process focused on growth-oriented stocks, managing concentrated and actively traded portfolios with the ability to adjust cash allocations and take short positions during market downturns.

Michael Willman is a financial advisor at Blue Sky Investment Partners, Inc. in Evanston, IL, holding a Series 65 designation with 19 years of industry experience. He has been with Blue Sky Investment Partners since 2007. Blue Sky Investment Partners serves individuals, families, trusts, estates, business entities, and retirement plan sponsors, offering discretionary portfolio management, comprehensive wealth management, financial planning, and retirement plan advisory services. The firm constructs diversified portfolios using mutual funds and ETFs and regularly works with plan sponsors to provide participant education and plan-level services.