William Parsch is a financial advisor at Wellspring Capital Group, Ltd., holding Series 63 and Series 65 credentials with 24 years of industry experience. He has worked at Wellspring Capital Group since 2010, following prior roles at J. W. Cole Advisors, Inc. and Waterstone Financial Group, Inc. Wellspring Capital Group, Ltd. is a single-advisor independent firm providing fee-based portfolio management to individuals, trusts, retirement plans, and business entities. The firm focuses on fundamental analysis combined with technical and cyclical methods to determine intrinsic value, managing discretionary assets for a small client base.

Robert Stanley is a CFP® and ChFC® with 17 years of experience in financial advisory services at R. W. Stanley Investment Planning. He has operated the Stanley Agency since 1991, providing fire, casualty, and life insurance services. R.W. Stanley Investment Planning offers fee-only, project-based financial planning and investment advisory services primarily to individuals and families, emphasizing broad strategic asset allocation and the use of low-cost passive index funds. The firm does not take custody of client assets and provides advice on a per-project, hourly basis.

David Theis is a CFP® professional with 28 years of experience in financial advising. He has been with Fee-Only Financial Advisors, LTD., an independent firm based in Palatine, IL, since 1995. Theis holds Series 63 and Series 65 licenses and operates as the sole advisor at his firm. Fee-Only Financial Advisors, LTD. serves individuals and select organizational clients, providing financial planning and investment advisory services on a non-discretionary basis. The firm uses a fixed-fee and hourly compensation model, employs fundamental and cyclical analysis, and implements investment strategies primarily through mutual funds and ETFs, with clients maintaining final authority over transactions.

Denzil Locke is the principal of Locke Financial Services, Inc. in Palatine, IL, with 33 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at his firm since 1999, including a brief period at Ameriprise from 2015 to 2016. In addition to his advisory role, he provides tax-preparation services. Locke Financial Services offers portfolio management and financial planning to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm utilizes model asset-allocation portfolios and discretionary account management, focusing on fundamental analysis and long-term investment strategies, with regular reviews and client outreach.

Christopher Parks Jr. is a CFP® with 10 years of industry experience, currently serving as the sole advisor at Northwood Wealth Management, LLC. His prior roles include positions at RWA Wealth Partners, Polaris Greystone Financial Group, and Fidelity. Northwood Wealth Management offers comprehensive financial planning, discretionary portfolio management, and pension consulting primarily for high-net-worth individuals, trusts, retirement plans, and business clients. The firm employs a tailored investment approach utilizing both fundamental and technical analysis across a broad range of instruments, with a focus on tax-efficient strategies and coordination with external accounting services.

Jack Lubecker is the sole advisor at Integrity Investment Management with 36 years of experience in the financial industry. He holds Series 63 and Series 65 designations and previously worked at LPL Financial from 2008 to 2017 before joining Integrity Investment Management in 2017. Integrity Investment Management is a state-registered investment adviser serving individuals, high-net-worth clients, and charitable organizations. The firm offers investment management, referrals to third-party managers, and financial planning, employing both passive and active strategies tailored to clients’ specific objectives and risk tolerances.

John Eiduk is a CFP®-designated financial advisor with over 13 years of industry experience. He is the principal of Elite Asset Management, LLC, an independent advisory firm based in Palatine, IL, and has previously worked at Equitable Advisors and Stride Investments, LLC. In addition to advisory services, he also engages in insurance sales, focusing on life, health, and long-term care insurance. Elite Asset Management serves individual clients by providing portfolio management and financial planning without a minimum account size. The firm employs both strategic and tactical investment approaches using fundamental and technical analysis alongside Modern Portfolio Theory, and it operates an affiliated tax and accounting practice under common ownership.

Richard Vandersande is the sole advisor at Smart Stewardship Advisors in Lake in the Hills, IL, holding Series 63 and Series 65 credentials with 21 years of industry experience. He has operated his own practice since 2005 and has been involved with The Stewardship Alliance, LLC since 2001, which provides stewardship planning based on biblical principles. He also serves as Vice President of Benefit Alliance, Incorporated, a company offering group discounts and benefits. Smart Stewardship Advisors delivers financial planning, coaching, and wealth management services to individuals, trusts, estates, charitable organizations, and businesses, with a focus on donors and Christian ministries. The firm employs a diagnostic approach called the “BALTIC” gap analysis and works primarily in a non-discretionary advisory capacity, coordinating with third-party portfolio managers who manage ETF-based model portfolios.

Nicholas Daleiden is the sole advisor at Daleiden Wealth Advisors in McHenry, IL, holding Series 63 and Series 65 licenses with 38 years of industry experience. He previously worked at Nations Financial Group, Inc. for 11 years before establishing his own practice. In addition to advisory services, he is involved in fixed insurance sales as an insurance agent. Daleiden Wealth Advisors provides discretionary and non-discretionary asset management and financial planning to individual clients, including high-net-worth individuals. The firm employs a range of investment strategies tailored to client goals and risk tolerances, and routinely uses third-party sub-advisors while maintaining client relationship oversight.

Jerry Keaton is the sole advisor at Keaton Capital Management L.L.C. in Barrington, IL, holding Series 63 and Series 65 licenses with 37 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Keaton Capital Management since 2014. Keaton Capital Management provides portfolio management and advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and pension plans. The firm constructs diversified portfolios based on fundamental, technical, and cyclical analysis, emphasizing risk management and time horizon alignment, with regular account monitoring and formal portfolio reviews.

David Valenti is a CFP® professional at Virtue Asset Management LLC with six years of industry experience. Prior to joining Virtue in 2020, he worked for 30 years at Bank of America Private Bank. He is also a licensed attorney in the State of Illinois, currently non-practicing and uncompensated in that capacity. Virtue Asset Management serves individual and high-net-worth clients through discretionary portfolio management and integrated financial planning, focusing on customized investment strategies that incorporate risk tolerance, tax, and estate considerations. The firm manages just over $200 million in assets with a small advisory team and utilizes a variety of investment vehicles, including derivatives when suitable.

Ryan Zentz is a financial advisor with PMG Wealth Management who holds the Series 66 designation and has three years of industry experience. Prior to joining PMG Wealth Management, he held roles at LPL Financial and has experience outside finance including work with DoorDash. PMG Wealth Management serves individuals, trusts, estates, and business owners, offering discretionary investment management, financial planning, and retirement-plan consulting. The firm manages customized portfolios using fundamental, technical, and charting analysis, combining in-house management with outside managers to meet varied client needs.

Jose Cuevas III is a CFP® professional with 18 years of experience in financial advising. He has been with Wisdom Investments since 2016 and also worked at High Five Financial, LLC from 2016 to 2018. Wisdom Investments provides discretionary investment management and financial planning services to individuals, nonprofit organizations, and retirement plans. The firm employs a long-term, buy-and-hold approach guided by Modern Portfolio Theory and the Efficient Market Hypothesis, offering a range of tiered planning services and incorporating educational seminars and AI-enabled tools as part of its client support.

John Kosar is a Series 65 licensed advisor with Asbury Research LLC, where he has worked since 2023. He has prior experience at Symetra, Allvue Systems, Equitrust Life Insurance Company, and Northern Trust. Asbury Research LLC provides subscription-based investment research and model portfolios to individual investors and money managers, and serves as a sub-adviser and model provider to other advisers and broker-dealers. The firm focuses on growth equities, income securities, and high-yield bonds, utilizing fundamental, quantitative, and technical analysis in its research.

Gery Sadzewicz is a financial advisor with Clearview Wealth Solutions, LLC in Barrington, IL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has held roles with numerous firms including Ernst & Young Investment Advisers LLP and operates Gery Sadzewicz Consulting LLC, which provides outsourced Chief Compliance Officer and financial operations consulting services. Clearview Wealth Solutions offers discretionary investment management and related financial services to individuals, trusts, corporations, and other entities. The firm manages approximately $41.7 million in discretionary assets using five core strategies and combines top-down economic analysis with bottom-up security selection, tailoring portfolios to client objectives and tax circumstances.

Richard Furmanski is a CFA® charterholder with 24 years of industry experience. He has been the sole advisor at Clearview Wealth Solutions, LLC since 2014 in Barrington, IL. Clearview Wealth Solutions provides discretionary investment management and related financial services to individuals, trusts, corporations, partnerships, and other entities. The firm manages approximately $41.7 million in discretionary assets across about 30 client relationships, using five core investment strategies implemented through customized portfolios that incorporate top-down economic analysis, bottom-up security selection, and quantitative optimization.

Trevore Meyer is a CFP® professional with nine years of industry experience. He has worked at Financial Design Studio, Inc. since 2019 and previously held roles at Presence Financial and Responsive Financial Group, Inc. Financial Design Studio, Inc. serves individuals, small businesses, and charitable organizations with portfolio management and financial planning, supplemented by in-house tax preparation, business bookkeeping, and educational seminars. The firm’s investment approach focuses on long-term asset allocation and buy-and-hold strategies, combining fundamental, technical, and cyclical analysis to guide portfolio decisions.

Robert Stoll is a CFP® and CFA® with eight years of industry experience. He has worked at Financial Design Studio, Inc. since 2019 and previously held roles at Original Financial LLC, Honey Lake Advisors, LLC, and Institutional Capital LLC. Financial Design Studio, Inc. serves individuals, small businesses, and charitable organizations with portfolio management, financial planning, tax preparation, bookkeeping, and educational seminars. The firm emphasizes long-term asset allocation and buy-and-hold strategies, integrating ongoing financial planning with portfolio oversight.

James Dobbs is a CFP® with 29 years of industry experience and has been with Woodfield Financial Advisors, Inc. for a combined 22 years since 1997. He holds a Series 63 license and operates out of Deer Park, Illinois. Woodfield Financial Advisors provides financial planning and investment management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm manages approximately $230 million, focusing on personalized portfolio construction, semi-annual rebalancing, and integrated insurance planning, offering both ongoing management and limited-scope planning engagements.

Gregory Anderson is a CFA® charterholder with six years of industry experience. He has worked at SCV Capital LLC since 2021 and previously spent five years at PPM America. SCV Capital LLC provides investment management primarily to pooled investment vehicles and institutional-type clients, focusing on fundamental analysis of public equities and private securities. The firm emphasizes private-fund governance and operational review, offering both discretionary and non-discretionary management with a preference for longer-term strategies.