Daria Mack is a financial advisor at Rail-Splitter Capital Management LLC with 25 years of industry experience. She holds the Series 66 designation and has worked at several firms, including LPL Financial, Wintrust Investments LLC, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Rail-Splitter Capital Management provides advisory services to high-net-worth individuals, families, trusts, and estates, focusing on fundamentally driven, long-term portfolio management using individual stocks, ETFs, bonds, and independent managers. The firm offers both discretionary and non-discretionary services, emphasizes personal client contact, and sponsors a wrap fee program that incorporates transaction and custodial costs into advisory fees.

Bryan Petry is a financial advisor with Stonebridge Wealth Management LLC in Oak Brook, IL, holding a Series 66 designation and 23 years of industry experience. He has worked at Stonebridge Wealth Management since 2017 and previously held positions at APW Capital, Inc., Securian Financial Services, Inc., and GCG Financial Inc. Stonebridge Wealth Management serves individuals, trusts, corporations, partnerships, tax-exempt entities, and other legal entities, managing approximately $283 million for about 288 clients. The firm offers discretionary investment management, financial planning, and family-office/business consulting, focusing on customized portfolios that incorporate ETFs, separate account managers, and third-party strategies.

Dana Lyons is a Series 65-credentialed financial advisor with 25 years of industry experience. He has been with J. Lyons Fund Management, Inc. since 1999. 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 utilizes a proprietary risk management and market-timing model combined with technical analysis and a relative-strength fund selection process, managing accounts on a discretionary basis with an emphasis on limiting downside risk through active timing strategies.

Matthew Dale is a financial advisor at Kai Wealth LLC with a Series 65 designation and two years of industry experience. He previously worked at Gelber Group before joining Kai Wealth LLC. Kai Wealth LLC provides investment management, financial planning, and investment consulting primarily for high-net-worth and sophisticated investors, employing risk-managed portfolio construction with thematic equity strategies, alternative investments, and options-based overlays.

Greg Kenney is a financial advisor at Kenney Investments Inc. with over four years of industry experience and holds a Series 65 credential. He has been with Kenney Investments Inc. since 1989, spanning more than three decades at the firm. Kenney Investments Inc. manages portfolios for high-net-worth individuals, charitable foundations, corporations, and retirement plans, overseeing approximately $332 million in assets across a small client base. The firm employs a long-term, fundamentally driven investment approach with a focus on large-cap equities, high-quality fixed income, and diversified international exposure, tailoring portfolios to individual risk parameters and conducting quarterly reviews.

Jing Chen is a CFA® charterholder based in Chicago, IL, with two years of industry experience. She has worked at K2 Wealth Management LLC since 2024 and previously held roles at Forge Global and MSCI. K2 Wealth Management serves individual and high-net-worth clients and related trusts and estates, providing discretionary investment management alongside comprehensive financial counseling, including retirement, tax, and estate planning. The firm employs a goals- and risk-based approach to portfolio construction, integrating quantitative methods and various investment vehicles while coordinating with third-party professionals as part of its ongoing client service.

Michele Bush is a CFP® and Series 65-registered financial advisor with 10 years of industry experience. She is currently with Prospect Financial Group LLC and previously worked at Savant Wealth Management for four years and Baril Advisors LLC for seven years. Prospect Financial Group provides fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, and retirement plans. The firm employs a strategic asset-allocation framework with selective use of separately managed accounts for stock allocations, along with documented processes for monitoring and transitioning separate managers.

Jacob Bossert is a CFP® and ChFC® credentialed advisor at Konza Global Wealth Group with four years of industry experience. He previously worked at Fortune Financial Advisors and has a background that includes seven years at USSSA. Konza Global Wealth Group serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm offers portfolio management, financial planning, and pension consulting with an investment approach that incorporates modern portfolio theory, fundamental, quantitative, and technical analysis.

Keith Karchmar is a financial advisor with K&H Wealth Partners, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Kestra Advisory Services, Kestra Investment Services, and TLG Advisors. Outside of his advisory work, he serves on the Board of Directors for Northbrook/Glenview School District 30. K&H Wealth Partners is a supported registered investment adviser managing approximately $66 million for around 70 clients. The firm offers portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and institutional plan sponsors, employing a range of investment strategies from long-term investing to short-term trading.

Paul Linzer is a financial advisor at Kenora Financial, LLC, holding a Series 65 credential with 27 years of industry experience. He has been with Invesco, LLC since 1990. Kenora Financial serves individual clients, including high-net-worth households, providing financial planning, investment counseling, retirement and estate planning, tax-related advice, and customized portfolio management. The firm’s investment approach focuses on customized separately managed accounts with concentrated equity positions diversified across multiple industries, using Value Line research and tax-aware rebalancing.

Debra Meyer is a financial advisor at Moonstone Asset Management, Inc. with five years of industry experience. She holds a Series 65 credential and has worked at Moonstone since 2018. Prior to Moonstone, she was employed at Grubhub for two years. Moonstone Asset Management serves individual and high-net-worth clients as well as corporate retirement plans, managing approximately $75 million across about 68 clients with a four-advisor team. The firm combines discretionary asset management with financial planning and consulting, employing a mix of fundamental, technical, and cyclical analysis to create client-specific investment programs.

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, currently serving as a financial advisor at Signet Private Wealth, LLC since 2017. His prior roles include positions at Liccar Securities, LLC and Umbono Investments (US) LLC. Outside of advising, he is the Chief Financial Officer and Director of Medinah Road Development Co. LLC, a real estate development company, and manages financial modeling services as the sole member of Twende Investments, LLC. Signet Private Wealth 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 incorporates fundamental and technical analysis, strategic asset allocation, direct indexing, option-writing for income, and ESG considerations.

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.