Debra Meyer is a Series 65-licensed financial advisor at Moonstone Asset Management, Inc. with eight years at the firm and five years of industry experience overall. Prior to joining Moonstone, she worked at Grubhub for two years. Moonstone Asset Management serves individual and high-net-worth clients as well as corporate retirement plans, providing discretionary asset management alongside financial planning and consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to build tailored portfolios that may include mutual funds, ETFs, equities, fixed income, and, when appropriate, option strategies and other leveraged instruments.

Mark Sansoterra is a CFA® charterholder with five years of industry experience, currently serving as an advisor at Highview Capital Management, LLC since 2020. Prior to this, he worked at BMO Private Bank from 2001 to 2020. Highview Capital Management LLC provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a range of analytical methods to implement asset-allocation strategies tailored to client goals and risk tolerance, managing approximately $363.6 million in regulatory assets across a small advisory team.

Jonathan Spencer is a CFA® charterholder with nine years of industry experience. He has worked at Signet Private Wealth LLC since 2017 and previously served at Umbono Investments (US) LLC. In addition to his advisory role, he is the Chief Financial Officer and Director of Medinah Road Development Co. LLC, a real estate development firm, and serves as a trustee managing his wife's investment trust. Signet Private Wealth LLC provides investment advice and wealth management primarily to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a value-oriented, primarily long-term investment approach that includes fundamental and technical analysis, strategic asset allocation, and uses a wide range of investment vehicles including mutual funds, ETFs, fixed income, and alternatives.

Brian Owen is a financial advisor at BJO Wealth Management LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BJO Wealth Management since 2013. BJO Wealth Management serves high-net-worth individuals, trusts, estates, and corporations by providing discretionary and non-discretionary portfolio management and financial planning. The firm emphasizes diversification, risk analysis, and a blend of fundamental, cyclical, and technical analysis to tailor investment strategies to each client’s objectives.

Jake Owen is a financial advisor at Bjo Wealth Management LLC in Arlington Heights, IL, holding a Series 65 designation with one year of industry experience. Before entering finance, he worked at Walgreens for seven years and attended Penn State University for four years. Bjo Wealth Management provides discretionary and non-discretionary portfolio management and financial planning services primarily to high-net-worth individuals, trusts, estates, and corporations. The firm uses a diversified investment approach incorporating fundamental, cyclical, and technical analysis, tailoring asset allocations to client objectives and conducting quarterly account reviews.

Richard Lakin is a financial advisor with IRON Financial LLC, holding a Series 65 designation and 24 years of industry experience. He has been with Iron Financial Management since 1998 and has worked as a self-employed advisor since 1987. IRON Financial LLC provides discretionary portfolio management and ongoing financial planning to individual clients, trusts, charities, and corporations, as well as pooled vehicles through its affiliate IRON Wealth Holdings. The firm manages approximately $472 million in assets and employs a combination of fundamental, technical, and quantitative analysis across various investment strategies, including active stock selection, ETF-based approaches, and private fund sponsorship.

Joseph Shea IV is a financial advisor with Horizon Family Wealth, Inc. in Chicago, IL, holding Series 63 and Series 65 designations and offering 30 years of industry experience. He has worked at Shea Financial Group since 2004 and held roles at Riverpoint Wealth Management Holdings and LPL Financial. Outside of his advisory work, he serves as Vice President of the J111 National Racing Class, a nonprofit sailboat racing organization. Horizon Family Wealth serves individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities, providing portfolio management and financial planning. The firm combines fundamental, quantitative, technical, and sector analysis to build diversified portfolios and employs third-party managers as part of its investment approach.

Dax Rodriguez is a financial advisor at Cenacle Capital Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at firms including Mithril Capital LLC and DNA Securities LLC. Outside of his advisory work, he serves on the advisory board of New Leaf Capital and advises Strands Technology LLC on non-investment topics. Cenacle Capital Management provides discretionary asset management and pension consulting to a diverse range of clients, including individuals, retirement plans, and charitable organizations. The firm specializes in income-oriented option strategies and tactical asset allocation using ETFs and equities, incorporating digital-asset exchange products and offers educational programs on digital assets.

John Lyons is a financial advisor with J. Lyons Fund Management, Inc. in Deerfield, Illinois, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with J. Lyons Fund Management since 1985 and serves as the firm's president. J. Lyons Fund Management provides discretionary portfolio management primarily to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm employs a proprietary risk management and market-timing model alongside technical analysis and relative-strength fund selection, offering managed accounts, a managed 401(k) service, and subscription products delivering market guidance.

Caroline Sarles is a CFP® professional with two years of industry experience, currently advising at Hokin Investment Advisors Inc. She previously worked at Martin Investment Management LLC for nine years. Hokin Investment Advisors serves individuals, businesses, trusts, and retirement plans by offering portfolio construction, supervisory asset management, financial planning, and pension consulting. The firm emphasizes low-cost investment solutions and provides educational seminars and participant education as part of its services.

Andrew Czarkowski is a Financial Advisor affiliated with Merrill Lynch Wealth Management. He specializes in assisting individuals and families with various aspects of financial planning, including education planning, family wealth management strategies, liquidity management, new wealth management, personal retirement planning, philanthropic planning, small business strategies, investment strategy for individuals and corporations, tax minimization, and retirement income. Andrew began his career in financial services in 2010 after earning a Bachelor's Degree from the University of Texas System, where he attended the McCombs School of Business at the University of Texas at Austin. He holds the Personal Investment Advisor (PIA) designation. Based in Glenview, Illinois, Andrew focuses on building trust with his clients to understand their goals, objectives, and risk tolerance, providing education on behavioral finance to support sound decision-making. Outside of his professional work, Andrew's personal interests include basketball, boating, football, golfing, hiking, music, reading, running, skiing, and spending time with his family. He is committed to treating clients with care and respect while fostering lasting relationships.

Matthew Michel is a financial advisor at Vital Wealth Management, LLC with 15 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Vital Wealth Management in 2024, he worked at Charles Schwab & Co., Inc. for eight years. Vital Wealth Management provides investment management and integrated financial planning to individual and high-net-worth clients, trusts, corporations, and retirement plans. The firm uses portfolio optimization and efficient-frontier analysis to create diversified allocations and offers fiduciary retirement plan services along with account aggregation and performance monitoring tools.

Milton Blersch is a financial advisor at Blue Bison Investments with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has a long career background including roles at Global Eye Investments Corporation, Wrp Investments, Inc., and Blersch, Wiesner & Co. Outside of his advisory work, he is a member and CPA at Blersch Wiesner & Company LLP, a certified public accounting firm. Blue Bison Investments provides fee-based investment management to individuals, companies, and charitable organizations. The firm manages discretionary portfolios using individualized investment policy statements, with a focus on individual-stock selection and risk management through position sizing and diversification.

Yoo Chung Chang is a financial advisor at Upstart Wealth Management, LLC in Chicago, IL, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Upstart Wealth Management, he worked at yooVIN and has a background that includes roles in the restaurant industry. He serves as a board member for the nonprofit CHAAD, where he assists with tax-related issues. Upstart Wealth Management provides investment management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm employs discretionary, asset-allocation strategies using model portfolios and implements them through various vehicles, including separately managed accounts and ETFs, with a notable use of derivatives and margin.

Thomas Laughlin is a Series 65 licensed advisor with seven years of industry experience. He has worked at Signet Private Wealth, LLC since 2019 and is also involved with Andiamo Vento LLC and Twende Investment Group. He previously worked at Halliard Soap Company, LLC from 2016 to 2018. Signet Private Wealth LLC provides investment advice and wealth management primarily to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a value-oriented, long-term investment approach using fundamental and technical analysis, strategic asset allocation, and offers services including portfolio management, financial planning, and assistance with IRA rollovers and IPO participation.

Brian Kenney is a CIC-designated advisor with Kenney Investments Inc. in Northfield, IL, bringing 4 years of industry experience. He has been with Kenney Investments since 1989. Kenney Investments Inc. manages portfolios primarily for high-net-worth individuals, charitable foundations, corporations, and retirement plans, overseeing approximately $332 million in assets. The firm employs a long-term, fundamentally driven investment strategy with a focus on large-cap equities, high-quality fixed income, and selective use of ETFs and mutual funds, tailoring portfolios to individual risk parameters with regular reviews.

Bahdan Yakavenka is a CFA® charterholder with seven years of experience at BMO Capital Markets and prior experience at CDW and Y???venka Capital Management, totaling four years in the financial industry. He is based in Chicago, IL, and is affiliated with Lestna Retirement, LLC. Lestna Retirement is a fee-only wealth management firm serving individuals, families, and various institutional clients. The firm focuses on a long-term, strategic asset allocation approach using diversified, low-cost vehicles, with services that include fiduciary consulting and discretionary investment management.

Jeffrey Ross is a financial advisor with Main Street Investment Advisors, LLC in Northbrook, IL, holding Series 63 and Series 65 designations and 32 years of industry experience. He has been with Main Street Investment Advisors since 2008. Main Street Investment Advisors primarily serves high-net-worth individuals and private foundations, offering discretionary portfolio management and asset-allocation advice. The firm emphasizes a buy-and-hold investment approach focused on large-cap companies, integrates option strategies for income and downside protection, and utilizes a range of research sources to support its process.

Bradley Price is a financial advisor at Moonstone Asset Management, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at DH2, Inc. for over 27 years, where he serves as director of trading and operations, managing trades, cash, and back office support for a family office. Moonstone Asset Management serves individual and high-net-worth clients as well as corporate retirement plans, offering discretionary asset management along with financial planning and consulting. The firm uses a range of investment strategies and conducts regular portfolio reviews to align allocations with client objectives and risk tolerance.

Paul Hoffmeister is a financial advisor at Camelot Portfolios, LLC with eight years of industry experience and holds a Series 65 credential. He has held portfolio management roles at Camelot Event-Driven Advisors and KHA Capital, and previously worked at Quaker Funds Inc. and Bretton Woods Research. Outside of investment management, he is president of PKH Group LLC, a company involved in sales of CMMS software. Camelot Portfolios provides discretionary and non-discretionary asset management to individuals and other investment advisers, offering proprietary model strategies and custom accounts. The firm manages a range of strategies using ETFs, mutual funds, options, and alternative investments, often implementing models for clients referred by other advisers and supports pooled and charitable investment vehicles.