Patrick Mcrae is the principal of Kintail Advisors, an independent advisory firm. He holds a Series 65 credential and has professional experience with Kapco Futures, Inc. since 2019 and CGB Diversified Services, Inc. from 2016 to 2019. Mcrae also operates as a registered associated person and principal of Kapco Futures. Kintail Advisors provides discretionary portfolio management primarily to high-net-worth individuals and qualified companies and institutions. The firm uses four long-term model portfolios with allocations ranging from bond and REIT-focused ETFs to growth ETFs and occasional spot cryptocurrency ETFs, employing technical, fundamental, and quantitative analysis on a discretionary basis.

Steven Peshek is a financial advisor at Altruity Wealth with eight years of industry experience. He holds a Series 65 designation and has been with Altruity Investment Advisors, LLC since 2018. In addition to his advisory role, Peshek is president and CEO of Texture Graphics, LLC, a print and marketing firm he founded in 2002. Altruity Wealth is an independent registered investment advisor providing discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, pension plans, pooled investment vehicles, and institutional clients. The firm offers actively managed strategies across a range of risk profiles and uses a combination of technical, fundamental, and sentiment indicators to guide asset allocation and security selection.

Chetan Notaria is a financial advisor with Investment Resources Center in Palatine, IL, holding Series 63 and Series 65 designations and 16 years of industry experience. He has been associated with Planning Resources Center since 2001, where he also serves as president of an insurance agency and is involved in technology and business development consulting. Investment Resources Center provides personalized financial planning and investment advisory services to individuals and business entities, including corporations, pension and profit-sharing plans, estates, and trusts. The firm emphasizes asset allocation and offers proprietary model portfolios alongside customized management, with services that include retirement planning, tax-efficiency analysis, and estate-related investment guidance.

Henry Glodny is a Series 65-licensed financial advisor with 16 years of industry experience, operating as the sole advisor at Castling Financial Planning, Ltd. in Hoffman Estates, IL, where he has worked since 2007. He is also the principal and founder of Terra Nimbus Systems, Inc., an IT consulting business focused on developing software tools for his financial planning firm. Castling Financial Planning, Ltd. is an independent advisory firm serving primarily middle-class individual clients with hourly, fee-only financial planning and investment advice. The firm utilizes an evidence-based, data-driven investment process supported by a proprietary Asset Allocation Database to deliver non-discretionary advice and emphasizes written client-specific research and virtual education.

Daniel Fudala is a CFP® with 18 years of industry experience and the sole advisor at Hazel Ridge Advisors, LLC, an independent firm based in Palatine, IL. He has been with Hazel Ridge Advisors since its founding in 2015. Hazel Ridge Advisors is a fee-only registered investment adviser serving primarily individual clients with discretionary portfolio management and financial planning. The firm manages client assets entirely in-house, applying a combination of fundamental, cyclical, technical, and modern portfolio theory methods to asset allocation and security selection.

George Panopoulos is the principal advisor at The Panopoulos Group with 34 years of industry experience. He previously worked at Linsco/Private Ledger Corp. for 19 years before founding his current firm in 2017. The Panopoulos Group is an independent registered investment adviser serving high-net-worth individuals with personalized portfolio management and financial planning. The firm utilizes a combination of fundamental, technical, cyclical, and charting analyses, employing both active and passive investment strategies tailored to each client’s objectives and risk tolerance.

Dina Weiss is a financial advisor at Redwing Financial with 19 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial and The Lighthouse Institute, Inc. In addition to her advisory work, she is a certified holistic nutritional consultant and engages in pro bono speaking on nutritional topics. She is also a co-author and provides public speaking on financial matters. Redwing Financial is an independent firm serving primarily individual clients with investment advisory and portfolio management services. The firm manages approximately $29.5 million across about 95 client relationships and offers a combination of advisory and brokerage services, including educational seminars and pension consulting.

Christopher Delarme is a financial advisor at First Wealth Advisory, Inc. in St. Charles, IL, with 11 years of industry experience. He holds a Series 65 designation and has previously worked at Red Oak Capital Management, Hayden Royal, and Great Lakes Wealth Management and Advisory Partners. He is also a licensed insurance agent. First Wealth Advisory serves individual and institutional clients, including high-net-worth individuals, trusts, pension plans, and charitable organizations. The firm offers discretionary portfolio management and written financial planning, combining quantitative and qualitative analysis to build portfolios with ETFs, mutual funds, individual securities, and option strategies.

Andre Thomas is a financial advisor with Elite-Pro Wealth Advisors LLC in Wheaton, IL, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Lincoln Investment since 2018 and previously spent 14 years with Alliance One Food Group. Thomas holds a life insurance license, though he has not actively used it. Elite-Pro Wealth Advisors provides investment management and advisory services to a small client base, including individual investors, trusts, and business entities. The firm offers a range of strategies tailored to client objectives, utilizing equities, fixed income, mutual funds, ETFs, options, and insurance products, with a focus on ongoing monitoring and periodic rebalancing.

Lang Nguyen is a financial advisor at Organize, Protect & Grow Your Wealth, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Serenity Investment Advisors and Edward Jones & Co. Outside of his advisory role, Nguyen serves as a board member of three nonprofit charitable organizations and works as a TurboTax Live Tax Expert during tax season. Organize, Protect & Grow Your Wealth, LLC provides discretionary portfolio management and investment planning primarily for individual and high-net-worth clients, as well as pension plans, charitable organizations, and corporate entities. The firm employs a blend of analytical methods and modern portfolio theory to manage accounts on a discretionary basis, focusing on a diverse client mix including charities and retirement plans.

I launched my firm in July of 2024 to continue working with my clients on my own terms. I work with a wide range of types of clients. However, most of my clients tend to fit into a few archetypes; wealth accumulators, wealth distributors, and business owners. The clients I work with benefit when we take a comprehensive approach to their financial picture. Each client receives assistance with retirement planning, investment management, tax planning, insurance/estate planning, and behavioral finance. Does your situation feel familiar? - Accumulator - These clients come to me after some early career success or receiving a windfall (i.e inheritance or large cash distribution). I help clients navigate their financial life from now until retirement and beyond. In many cases this can be 25+ years in the future. I help ensure that you are doing the correct actions each year to build your wealth and enjoy your time and money now... - Distributor - Clients in this stage of their life have regularly saved in their employers retirement plan or independently over their working career. Now that retirement is looming or in motion, you need a plan to distribute your assets and pay your bills. We work together to prepare a distribution plan that coordinates social security, pensions, and distributions from retirement accounts to be the most tax efficient as possible. You've saved all this time, now it is time to enjoy! - Business Owners - My business owner clients fit into a combination of accumulation and distribution. Wherever your business is, we will navigate growing, preserving, and distributing the assets through the lifetime of your business. I am proud to be a fee-only, fiduciary, Certified Financial Planner™️ practitioner in my day-to-day working life. Outside of work you can find me spending time with my wife and kids, playing golf/basketball, and enjoying the Fox River Valley where we have set our roots. I can be reached directly at [email protected] or at www.rhodowealth.com for more information. Thanks!

Hemang Patel is the principal advisor at SPIRE Investment Management LLC, holding Series 65 and Series 66 registrations with seven years of industry experience. Prior to founding SPIRE in 2019, he worked at Motorola Solutions Inc. for 22 years. Outside of his advisory role, he owns and manages a real estate investment business focused on property maintenance. SPIRE Investment Management serves individuals, high-net-worth clients, trusts, estates, corporations, small businesses, charitable organizations, and institutional clients, offering asset management, financial planning, consulting, and sub-advisory services. The firm combines active asset management with multiple analytical methods and provides ERISA-related fiduciary consulting and investment management services for retirement plans and institutional clients.

Sean Rhodes is the owner and sole advisor at Rhodes Capital Management, Inc., an independent firm based in Batavia, Illinois. He holds Series 65 and Series 63 licenses and has 33 years of industry experience. Rhodes has worked at Rhodes Capital Management since 2012 and previously at Elite Investment Team LLC and Onyx Bridge Wealth Group LLC. Rhodes Capital Management provides portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and small businesses. The firm uses a strategic asset-allocation approach that combines passive index-tracking core positions with active satellite holdings, employing a range of investment techniques including options, futures, and margin strategies tailored to client objectives and risk tolerances.

Ronald Aubrey is the sole advisor at RJ Aubrey Investments Corp., an independent firm based in Glen Ellyn, IL. He holds a Series 65 designation and has 21 years of industry experience, having founded the firm in 1989. RJ Aubrey Investments Corp. is a fee-only registered investment adviser offering discretionary investment management and limited financial planning to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm focuses on asset allocation and long-term investing, using quantitative, fundamental, and technical analysis to select securities while managing portfolio volatility through mutual funds, ETFs, and fixed income.

Michael Alexenko is a CFA® charterholder with 23 years of industry experience, serving as the sole advisor at Royal Asset Managers in St. Charles, IL since 2003. He holds the Series 63 designation and has authored numerous articles and periodic commentary. Alexenko also runs targeted programs for smaller and military clients and coordinates plan recordkeeping through selected custody arrangements. Royal Asset Managers provides discretionary asset management, financial planning, investment consulting, and business advisory services to moderate- to high-net-worth individuals, small businesses, and employer-sponsored retirement plans. The firm emphasizes diversification and client-specific investment policy statements, using index funds and ETFs to manage portfolios with equity allocations ranging from 0% to about 85%, and is notable for its pension consulting and retirement-plan management services.

David Theis is a CFP®-certified financial advisor with 27 years of industry experience. He has been the sole advisor at Fee-Only Financial Advisors, Ltd., an independent firm based in Palatine, IL, since 1995. Fee-Only Financial Advisors, Ltd. serves individuals and select organizational clients, including pension plans, trusts, estates, and charitable entities, providing financial planning, investment advisory, and consulting services on a non-discretionary basis. The firm employs a fixed-fee and hourly compensation model without commissions or performance-based fees, focusing on tailored financial plans and investment strategies primarily using mutual funds and ETFs.

Denzil Locke is the principal of Locke Financial Services, Inc., an independent firm based in Palatine, Illinois. He holds Series 65 and Series 63 licenses and has 33 years of experience in the financial industry. Locke has led his firm since 2016. In addition to his advisory work, 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 (401k) plans. The firm employs model asset-allocation portfolios and discretionary account management, using fundamental analysis and a long-term purchase approach to meet client objectives.

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.

John Cox is a financial advisor with Cox Financial Group, Ltd. in Schaumburg, IL, holding a Series 63 designation and over 36 years of industry experience. He has been involved with multiple firms, including Equity Property Management, LLC since 1997, Cox, Oakes & Associates, Ltd. since 1990, and Financial Equity Associates, Inc. since 1988. Outside of advisory services, he is engaged in real estate-related entities that sponsor and manage real estate limited partnerships and provide property management and brokerage services. Cox Financial Group, Ltd. provides investment advisory and financial planning services to individual investors, trusts, pension and profit-sharing plans, and limited partnerships. The firm offers discretionary portfolio management across various asset classes, estate and retirement planning, and tax-related services, basing recommendations on comprehensive financial reviews and typically delegating public market portfolio management to sub-advisers while maintaining oversight.

Phillip Baumann is a financial advisor at Independent Investment Advisor, LLC with a Series 65 designation and two years of industry experience. He has worked at BL Management One, LLC since 2017 and previously spent ten years with Windy City Harley Davidson. Outside of his advisory role, Baumann also provides accounting services. Independent Investment Advisor, LLC is a state-registered investment adviser serving individuals, high-net-worth clients, and business entities. The firm employs a multifaceted investment approach that includes charting, fundamental, quantitative, and technical analysis, offering discretionary portfolio management tailored to clients’ documented risk tolerance and asset allocation.