Mark Nelson is a financial advisor at NFO Financial Advisory LLC in Westmont, IL, holding a Series 65 designation with six years of industry experience. He previously worked at Crestline Denali Capital from 2014 to 2020. NFO Financial Advisory LLC serves individual clients through a subscription membership model with no minimum asset requirement. The firm provides financial planning, investment guidance, tax filing services, and consulting, emphasizing long-term investing with strategic and tactical asset allocation primarily using ETFs and mutual funds. NFO charges fixed monthly fees rather than asset-based fees and does not manage or take custody of client assets.

Bradford Tyl is a CFP® professional with 22 years of industry experience and the principal of Bradford Capital Management, LLC, an independent advisory firm he founded in 2003. He also serves on the faculty of Keller Graduate School of Business since 2003. Bradford Capital Management provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm emphasizes ETF-based portfolios using Modern Portfolio Theory with a passive asset-allocation and regular rebalancing approach, and it is noted for its pension consulting services and work with charitable organizations.

Brian Peterson is the principal of Pluto Wealth Management, an independent firm based in Woodridge, Illinois. He holds Series 63 and Series 65 designations and has six years of industry experience. In addition to his advisory role, he operates a corporate consulting business focused on reviewing and establishing Treasury functions and department structures on a project basis. Pluto Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities, providing comprehensive financial planning, discretionary investment management, and project consulting. The firm employs a mixed analytical approach to portfolio management and offers services such as subscription-style planning, client newsletters, and educational seminars.

Leela Rao is a CFA® charterholder and holds a Series 65 license, with 20 years of industry experience. She has been with Goodwin Asset Management Inc. since 2002. Rao serves as a director of the Raagalaya Foundation Inc., a nonprofit organization registered in Florida. Goodwin Asset Management provides discretionary investment management and comprehensive financial planning primarily to high-net-worth individuals, families, trusts, and retirement plans. The firm employs a conservative, value-oriented investment strategy combining top-down macro allocation with bottom-up security selection, and it also offers pension-plan consulting and retirement-plan management services.

Kyle Matkaitis is a CFP® professional with 15 years of experience in the financial services industry. He is the founder and Chief Compliance Officer of Whisper Wealth Builders, an independent advisory firm he established in 2020. Prior to founding Whisper Wealth Builders, Matkaitis worked at SNS Financial Group, LPL Financial, and Fidelity Brokerage Services. Whisper Wealth Builders serves individual and corporate clients, offering discretionary investment management alongside project-based and ongoing financial planning. The firm primarily uses passive investment strategies based on Modern Portfolio Theory while incorporating fundamental and cyclical analysis, and it also conducts educational seminars for groups such as college and professional athletes.

Dale Wong is a financial advisor at Missio Investment Management LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Missio since 2018. Prior to that, he was employed at Northeastern University and Convergence Investments. Missio Investment Management provides discretionary portfolio management and limited financial planning to individuals, high-net-worth clients, endowments, and corporate clients. The firm uses a predominantly passive investment approach combined with active management for up to 30% of assets, tailoring portfolios to client-specific investment policy statements.

Roger Manske is a CFP® professional with 25 years of experience in the financial planning industry. He has operated as a sole proprietor since 2000. His firm provides independent, fee-for-service comprehensive financial planning to individuals, couples, families, and small business owners. The firm serves approximately 25 clients, focusing on personalized advisory services without discretionary trading authority, and emphasizes a fiduciary approach with active monitoring of client holdings.

Dennis Gravitt is a financial advisor at Long Run Financial, Ltd. in Frankfort, IL, holding a Series 66 designation with 20 years of industry experience. He has been with Long Run Financial since 2007. Long Run Financial, Ltd. provides discretionary investment management, personal financial planning, and financial coaching to individuals and families, along with employer/employee consulting and 401(k) review services. The firm’s investment approach combines strategic asset allocation with both passive index/ETF exposure and active security selection, managing portfolios on a discretionary basis with ongoing monitoring and tailored planning services.

Lawrence George is the sole advisor at Dividend Growth Strategies, Inc. in Western Springs, IL, holding Series 63 and Series 65 designations with 23 years of industry experience. He has led Dividend Growth Strategies, Inc. since 2009. Dividend Growth Strategies, Inc. serves individuals, trusts, and pension or profit-sharing plans by providing discretionary portfolio management, ongoing monitoring, and pension consulting. The firm employs a dividend-growth income approach focused on high-quality dividend-paying companies and selective fixed income, utilizing a proprietary 10-point scoring system to guide investment decisions.

Christopher Sands is the principal advisor at Sands Wealth Strategies, LLC, with 11 years of industry experience. His prior roles include positions at Manning & Napier Advisors, B. Riley Wealth Advisors, and Lemme Investment Group, where he also served as Chief Compliance Officer and is preparing to succeed the firm's retiring owner. Sands Wealth Strategies, LLC serves individual and high-net-worth clients, as well as pension and profit-sharing plans and corporate entities, providing wealth management, retirement plan management, and comprehensive financial planning. The firm employs a blend of fundamental analysis and Modern Portfolio Theory, using both passive and active investment vehicles, and offers retirement-plan consulting and ERISA 3(38) investment management services.

Vincent Bicicchi is the sole advisor at Galvanize Wealth LLC, an independent registered investment adviser based in La Grange Park, IL. He holds a Series 66 designation and has 19 years of industry experience. Prior to founding Galvanize Wealth in 2019, he worked at Levin Funding Group and has been involved with Vindico, Inc. since 2014 and OZO Development, LLC since 2018, serving as president and CFO/co-founder respectively. Outside of advisory services, he is active in insurance sales and business and estate consulting through Vindico, Inc., and participates in software development and financial strategy at OZO Development. Galvanize Wealth serves individuals, trusts, charitable organizations, small businesses, and qualified retirement plans, providing investment management, financial planning, and retirement-plan advisory services. The firm employs a long-term, asset-allocation-driven approach using passively managed mutual funds and ETFs, supported by written investment policy statements and periodic reviews. It also offers insurance and estate/business consulting through the principal’s additional activities and provides pension consulting and employee-benefit plan services.

Daniel Sargis is the principal of Servant's Heart Financial Planning and holds a Series 65 designation. He has over a decade of experience with the US Nuclear Regulatory Commission and began his financial advising career in 2025. Servant's Heart Financial Planning is an independent, single-practitioner firm providing fee-only financial planning and investment management services to individuals and high-net-worth clients. The firm uses a goal- and asset-allocation driven investment approach that incorporates both passive and active strategies, and offers both portfolio management and standalone financial planning services.

Rorik Larson is a CFP® with 14 years of industry experience and is the sole advisor at Essential Financial Strategies in Orland Park, IL. He has led the firm since its founding in 2011. In addition to his advisory role, Mr. Larson provides part-time tax preparation services for Lobash and Lobash Accounting and Tax Services during tax season. Essential Financial Strategies is a fee-only independent firm serving individuals and families, particularly middle-income households and those with school-aged children. The firm offers comprehensive financial planning and investment advisory services with a focus on long-term, generally passive investment strategies and integrates tax preparation into its service model.

David Lucado is a financial advisor at Comprehensive Planning, Inc. with 51 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Comprehensive Planning since 2015, having been self-employed since 1973. Comprehensive Planning, Inc. advises individuals and small businesses on mutual funds, variable annuities, variable life products, and a range of individual insurance products. The firm operates as both a licensed insurance agency and a branch of a broker-dealer, providing recommendations based on client information without exercising investment discretion or charging advisory fees.

Thomas Carpenter is a financial advisor at Cantebury Capital, Inc. in Western Springs, IL, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cantebury Capital since 2002. Cantebury Capital provides financial planning, investment advisory, and portfolio management services for individuals, families, trusts, and pension plans. The firm uses a long-term, diversified buy-and-hold approach guided by an Investment Policy Statement and operates primarily on a non-discretionary basis, including institutional and pension clients in its mix and offering pension consulting services.

Gary Tagtmeier is the sole advisor at Financial Awareness Institute, where he has worked since 1985. He holds a Series 65 designation and has 28 years of industry experience. Based in Woodridge, IL, Tagtmeier focuses on delivering financial education and counseling services. Financial Awareness Institute primarily serves employers and their employees through workplace financial wellness programs, while also offering individual counseling and portfolio management. The firm emphasizes behavioral finance and personalized money-management strategies, providing non-discretionary advisory services with detailed employer usage reporting and educational content.

Gary Bertacchi is a financial advisor with Triex Financial Services, Inc. in Orland Park, IL, holding a Series 66 designation and 21 years of industry experience. He has been with Triex Financial Services since 2011. Outside of his advisory work, he serves as President and CEO of the Cord Vanderpool Private Foundation. Triex Financial Services provides discretionary investment management primarily to individual investors and similar entities such as pension plans, trusts, estates, and charitable organizations. The firm focuses on mutual fund and ETF allocation strategies using technical and quantitative methods, including market-timing and short strategies that are uncommon in its peer group.

Ratnam Chitturi is a financial advisor with Gamma Group in Burr Ridge, IL, holding a Series 65 credential and 28 years of industry experience. He has been self-employed since 1997 and has worked with Gamma Group since 1996. In addition to his advisory work, he engages in part-time consulting unrelated to investments. Gamma Group provides discretionary portfolio management primarily for individual investors, IRAs, living trusts, and custodial accounts with a typical account minimum near $100,000. The firm employs a fundamentals-based, long-term investment approach using diversified allocations of no-load mutual funds, index funds, and ETFs, and operates a single-advisor model.

Edward Vanhecke is the sole advisor at Edvestment Solutions L.L.C. in Lemont, IL, holding a Series 65 designation with nine years of industry experience. He founded Edvestment Solutions in 2016 and has managed the firm since then. Edvestment Solutions provides fee-based portfolio management services primarily to individual clients and individual retirement accounts. The firm uses a top-down approach focusing on macroeconomic factors to guide asset allocation, combining passive index strategies with active equity and options positions tailored to client objectives.

Timothy Hammond is the sole advisor at Hammond Investment Management, LLC in Mokena, IL. He holds a Series 65 designation and has 28 years of industry experience. He has worked at Wall & Associates since 2000 and has been an investment advisor under his own name since 1997. Hammond Investment Management provides discretionary investment management and consulting services to pension plans, municipal clients, and individual investors. The firm follows a long-term, low-turnover investment philosophy emphasizing diversification and asset allocation, with a particular focus on institutional and state/municipal clients and fixed-income solutions.