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 Andalman is the principal advisor at DA Wealth Advisors with 34 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Millennial Advisers, PTI Securities & Futures, and has been involved with D.A.C.S. since 1979. Outside of his advisory role, he is founder and president of DACS Research, which focuses on algorithm development and research in commodity futures. DA Wealth Advisors is an independent firm providing discretionary portfolio management primarily to individual and high-net-worth clients. The firm uses a variety of analytical methods to construct diversified, long-term oriented portfolios that emphasize income production and risk management.

Michael Calzolano is a CFP® professional with 21 years of experience in the financial services industry. He has worked at Encompass Wealth Management LLC since 2010 and also holds positions with Humana, Blue Cross Blue Shield, and The Life Insurance Pro. Encompass Wealth Management LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and their related trusts and estates. The firm employs asset-allocation models based on modern portfolio theory and offers access to mutual funds, ETFs, individual securities, third-party managers, and alternative investments, with a focus on personalized oversight and tailored investment strategies.

Corissa Landphair is a CFP®-certified financial advisor with 11 years of industry experience. She founded and has led Landphair Wealth Management LLC since 2016, serving clients from Winnetka, IL. Landphair Wealth Management LLC is an independent, single-advisor registered investment adviser that provides discretionary portfolio management and financial planning primarily to individuals and high-net-worth clients. The firm emphasizes asset allocation based on modern portfolio theory, combining long-term passive equity strategies with active fixed-income management, and serves both individual and pension or profit-sharing plan clients.

Michael Knight is a CFP®-credentialed financial advisor with 22 years of experience, currently serving as the principal of Knight Investment Planning, LLC. He has led his independent firm since 2004 in Libertyville, IL. Michael also serves as a FINRA arbitrator in Chicago, a role he has held since 2011. Knight Investment Planning, LLC provides fee-only financial planning and investment consultation services to individuals, trusts, estates, and businesses. The firm emphasizes strategic asset allocation using low-cost, passive investment vehicles and operates on an hourly billing basis without accepting commissions or performance-based fees.

Herbert Lichtman is a financial advisor at Arena Consulting, LLC with 15 years of industry experience. He holds a Series 65 designation and has led Arena Consulting since 2009. Outside of advisory work, he serves in a general oversight role for Continuity, LLC, a special-purpose entity involved in investment and consulting activities. Arena Consulting advises family offices and high-net-worth individuals on private investments connected to high-stakes civil litigation, particularly in intellectual property disputes within the software, semiconductor, and biotech sectors. The firm presents non-discretionary, transaction-by-transaction opportunities and emphasizes the risks and timeframes associated with litigation-related investments.

Robert Mitchell is a CFA® charterholder with six years of industry experience. He has worked at BNY Mellon from 2013 to 2018 and has been with Dukes Lane Investments LLC since 2019. Mitchell holds a Series 63 license and operates out of Lincolnshire, IL. Dukes Lane Investments provides investment management and financial consulting services to individuals, trusts, and estates, including high-net-worth clients. The firm employs a tailored approach using quantitative optimization, technical analysis, and third-party research, with a primary focus on non-discretionary portfolio management and strategies such as hedging, covered calls, and managing concentrated stock positions.

James Malinowski is a CFP® professional with 30 years of industry experience. He is the principal of The JM Financial Planning Group, Ltd. in Mundelein, IL, where he has worked since 1991. His background includes roles at United Planners' Financial Services and ownership of his own advisory and insurance businesses. The JM Financial Planning Group, Ltd. provides portfolio management and comprehensive financial planning primarily for individuals and high-net-worth clients. The firm offers discretionary and non-discretionary asset management, written financial plans, and advice on employer-sponsored retirement accounts, using documented goals and risk-tolerance assessments to guide client strategies.

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.

As Director of Physician Services at Prism Planning Partners, a fee-only RIA led by CFP® professionals, I lead a dedicated division serving physicians and healthcare professionals nationwide. My team and I specialize in helping medical professionals navigate every stage of their financial journey—from residency and fellowship through practice, career transitions, and retirement. I oversee a team that includes interns, paraplanners, and operations professionals, and collaborate closely with Prism’s Director of Financial Planning and Director of Operations to deliver high-impact, client-centered planning. Focus Areas: • Comprehensive financial planning tailored to physicians and healthcare professionals • Student loan strategies, including PSLF, refinancing, and REPAYE/SAVE optimization • Contract review and benefit analysis • Investment, tax, and estate planning strategies • Risk management (disability, life, long-term care) with no product sales • Burnout prevention and work/life balance strategies • Retirement and career transition planning • Speaking engagements and financial education for medical professionals Select Speaking Engagements: Regular speaker for medical residency and fellowship programs at: Northwestern, Loyola, University of Chicago, Rush, UIC, Cook County, Barnes-Jewish/Wash U, Medical College of Wisconsin, Advocate Aurora, University of Colorado, and more. Also presented for the Illinois Society of Pediatric Dentists, Illinois Pharmacists Association, and multiple private practices and hospital systems.

Jaana Virta Gupta is a financial advisor at Winslow Financial LLC with a Series 65 designation and five years of professional experience, including roles at Redfin Corporation and self-employment. Her background spans various positions from 2015 to the present, involving work at multiple firms prior to joining Winslow Financial. Winslow Financial LLC advises individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans, providing investment management and financial planning services. The firm employs a Modern Portfolio Theory approach, managing accounts on a non-discretionary basis with an emphasis on asset allocation and diversification.

Jack Hallier is a CFP® professional with four years of industry experience, currently serving at Patrick M. Sweeney & Associates, Inc. He previously worked at Raymond James & Associates, Kestra Advisory Services, and Kestra Investment Services. Patrick M. Sweeney & Associates provides personalized investment management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs a mix of fundamental and active investment strategies and integrates tax preparation as part of its advisory services.

Shawn Block is a financial advisor at Briggs Financial Inc. with six years of industry experience and holds a Series 65 designation. Outside of finance, he has worked as a performer and emcee for Medieval Times since 2007, where his duties include acting, performing, media, marketing, and special events. Briggs Financial serves individual and high-net-worth clients with discretionary investment management, ongoing financial planning, and in-house tax preparation. The firm employs a fundamental, long-term investment approach and does not charge performance-based fees or accept commissions tied to capital gains.

Dustin Decker is a financial advisor at North Shore Capital Group Investment Advisors, Inc. He holds a Series 65 credential and has five years of experience in the industry. Prior to joining North Shore Capital Group in 2021, he spent 30 years at R.E. Decker PC. North Shore Capital Group Investment Advisors, Inc. provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, and estates, using diversified portfolios that include low-cost mutual funds, ETFs, individual stocks, bonds, REITs, and alternative investments. The firm serves approximately 316 clients with about $38 million in assets under management and follows a primarily long-term investment orientation while employing fundamental, technical, and cyclical analysis.

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.

Erin Zylka is a CFP® professional with 15 years of experience in financial advising. She is currently with Whealthy Empowerment Network and has previously worked at firms including Resolute Wealth Advisor, Inc. and Strategic Investment Advisors, LLC. Zylka also owns and operates Kona Financial Planning, an investment advisory firm. Whealthy Empowerment Network is a two-advisor registered investment adviser that provides fee-based, discretionary portfolio management and comprehensive financial planning to individuals, trusts, estates, charities, and business entities. The firm employs a tactical allocation strategy using a range of instruments and analysis methods, managing approximately $106 million in client assets.

Jonathan Rigoni is a financial advisor with North Shore Capital Group Investment Advisors, Inc., holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. His prior experience includes roles at Cetera Advisor Networks LLC and Summit Financial Group. Outside of advisory work, he is involved as a member and insurance agent with North Shore Capital Group Insurance Solutions, LLC, and operates a golf business, NSCG Golf, LLC. North Shore Capital Group Investment Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm constructs diversified portfolios using a range of investment vehicles and employs fundamental, technical, and cyclical analysis with a long-term orientation, also sponsoring affiliated private funds through an affiliated general partner entity.

Timothy Streid is a financial advisor with Macro Wealth Management, Inc. in Lake Forest, IL, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been involved with Wealth Designs, Inc. since 2002 and holds leadership roles in several non-investment businesses, including serving as president and partial owner of companies in the crane service, insurance, hospitality, and manufacturing sectors. Macro Wealth Management serves individual and high-net-worth clients as well as certain retirement and profit-sharing plans by providing comprehensive financial planning and advisory services. The firm employs a client-specific planning process using L.E.A.P. software and implements investment strategies primarily through third-party money managers, supporting clients with periodic reviews and documented investment policy statements.

Patrick Sweeney is a Certified Financial Planner (CFP®) with 25 years of experience in the financial industry. He has been with Patrick M. Sweeney & Associates, Inc. since 2001. Patrick M. Sweeney & Associates provides personalized investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm offers both discretionary and non-discretionary accounts, integrates tax preparation into its advisory services, and employs a mix of fundamental and active investment strategies tailored to client objectives and risk tolerance.

Charles Lief is a financial advisor at Rudwall Wealth Management LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Rudwall Wealth Management since 2016, following a one-year tenure at Insight Securities Inc. Rudwall Wealth Management LLC provides investment advisory and consulting services to individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a client-tailored, fundamentally oriented, long-term investment approach and manages discretionary portfolios across cash, equities, fixed income, mutual funds, and ETFs.