Brian Phillips is a CFP® and holds a Series 65 license, currently serving as an advisor at Kuhn Capital Partners with two years of industry experience. Prior to joining Kuhn Capital Partners in 2025, he worked at RMB Capital and Busey Wealth Management. He is a minority owner of Bison Natural Resources, LLC, which is involved with private funds managed by Kuhn Capital Partners. Kuhn Capital Partners provides discretionary asset management, financial planning, and retirement advice to individual and high-net-worth clients, as well as pooled investment vehicles. The firm constructs portfolios based on client objectives and risk tolerance, offers access to alternative investments for qualified clients, and manages multiple private funds as adviser, sponsor, and general partner.

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 worked at Global Eye Investments Corporation since 2008 and Wrp Investments, Inc. from 2004 to 2008. He is also 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 diversified portfolios using stocks, bonds, ETFs, and mutual funds, with a focus on individual-stock selection and risk management through position sizing, diversification, and disciplined sell strategies.

Ian Dillow is a Series 65-licensed advisor at Dillow Wealth Management LLC with one year of industry experience. Prior to joining his current firm in 2025, he worked at Dexian and attended High Point University. Dillow Wealth Management provides wealth management, investment management, and financial planning services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm employs a mix of fundamental and technical analysis to construct customized portfolios using low-cost mutual funds and ETFs along with individual securities and alternative investments.

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.

Jennifer Johnson is a financial advisor at Pinelight Financial PLLC in Riverside, Illinois, holding a Series 65 designation and beginning her advisory career in 2025. She previously worked for 16 years at the Social Security Administration. Pinelight Financial serves individual clients, retirement and pension plans, and business clients with financial planning, portfolio management, and retirement plan consulting. The firm employs a diverse investment approach combining active management, core+satellite strategies, and modern portfolio theory, and operates an affiliated accounting practice offering tax and accounting services under separate agreements.

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.

Brendan Moody is a financial advisor with Watershed Private Wealth LLC in Oak Brook, IL, holding Series 63 and Series 65 licenses and 18 years of industry experience. His previous roles include positions at Spotlight Asset Group and Fidelity Investments. Moody serves as treasurer for the Fisher Falcon Education Foundation in a volunteer capacity. Watershed Private Wealth provides investment advisory services to individuals, trusts, estates, and pension plans, offering discretionary portfolio management, financial planning, and access to various investment strategies including direct indexing and cryptocurrency-linked ETFs. The firm uses a combination of fundamental, quantitative, and modern portfolio theory analyses to create customized investment programs aligned with clients’ goals and risk tolerance.

Bradley Price is a financial advisor at Moonstone Asset Management, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with DH2, Inc. for 27 years, where he serves as director of trading and operations, handling trade execution, cash management, and back office support for a family office. Moonstone Asset Management serves individual and high-net-worth clients as well as corporate retirement plans, managing approximately $75 million for about 68 clients. The firm provides discretionary asset management along with financial planning and consulting, using client-specific investment programs that incorporate fundamental, technical, and cyclical analysis with an active trading approach.

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.

Ara Bayindiryan is a financial advisor at Bayworth Capital with 10 years of industry experience and holds a Series 65 designation. His career includes roles at Valyrian Financial, LLC, Xceed Planning, Inc., Bayworth Capital (dba XCEED CAPITAL MANAGEMENT, LLC), and Denali Financial Services, LLC. He is also involved as a managing member and agent of a licensed insurance agency and acts as a general partner to an investment fund. Bayworth Capital provides financial planning, portfolio management, and pension consulting services to individuals, corporations, and retirement plans. The firm offers tailored investment strategies across various asset classes and facilitates client access to alternative investments through a specialized portal, emphasizing pension consulting and pooled investment vehicles.

Keith Nyborg is a Series 65-licensed advisor with 27 years of industry experience. He has worked at Invesco, LLC since 1990. Nyborg is based in Des Plaines, IL, and is affiliated with Kenora Financial, LLC. Kenora Financial serves individual clients, including high-net-worth households, offering 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, while generally managing client accounts on a discretionary basis.

Pamela Lambert is a financial advisor at Ziv Investment Company in Chicago, IL, holding Series 63 and Series 65 credentials with 23 years of industry experience. She has been with Ziv Investment Company since 2000. Ziv Investment Company provides discretionary portfolio management and securities and retirement-planning advice to individuals, businesses, and institutional clients. The firm manages approximately $22.9 million, focusing on tailored investment strategies that incorporate both fundamental and technical analysis, generally favoring long-term equity holdings and cash-equivalent instruments.

Daniel Mauro is a financial advisor at Patrick Mauro Investment Advisor, Inc. with 23 years of industry experience. He holds a Series 65 designation and has been with Patrick Mauro Investment Advisor, Inc. since 2002. Outside of his advisory role, he serves as Chief Investment Officer for Army Capital, LLC, a proprietary equity trading and investment entity, in a non-compensated capacity. Patrick Mauro Investment Advisor, Inc. is an SEC-registered firm that manages discretionary portfolios for individuals, pension plans, trusts, and various entities. The firm employs tailored investment strategies including laddered bonds and growth-and-income equities, and integrates coordinated tax and estate planning through third-party providers.

William Anderson is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Eastgate Capital Advisors LLC since 2017. Prior to joining Eastgate, he was not employed in the financial industry from 2013 to 2017. Outside of his advisory role, Anderson operates a home repair business. Eastgate Capital Advisors provides multi-family office and comprehensive wealth management services to affluent individuals, families, retirement accounts, trusts, and other legal entities. The firm offers customized portfolio construction using modern portfolio theory and a range of investment vehicles, delivering both discretionary and non-discretionary advice tailored to client preferences.

Karen Natkin is a financial advisor at Moonstone Asset Management, Inc. in Northbrook, IL, holding Series 63 and Series 65 licenses with 18 years of industry experience. She has been with Moonstone since 2008. Moonstone Asset Management serves individual, high-net-worth clients, and corporate retirement plans with discretionary asset management and financial planning services. The firm employs a client-specific approach combining fundamental, technical, and cyclical analysis, managing approximately $75 million across about 68 clients.

John Davis is a CFP® with 28 years of industry experience and has been with Mentor Capital Management Inc. since 1992. He holds Series 63 and Series 65 licenses. Outside of his advisory work, he is part owner and treasurer of Elmhurst Tailgate Inc., a dog daycare and boarding business. Mentor Capital Management Inc. provides fee-only wealth management and financial planning services primarily for individual clients. The firm employs fundamental analysis within a broad asset-allocation framework, favoring passive, low-expense, index-based strategies for long-term holdings.

David Pedley is a financial advisor with Treetop Wealth Management, LLC in Northfield, IL, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with Treetop Wealth Management since 2010. Treetop Wealth Management provides discretionary wealth management and comprehensive financial planning to individuals, small businesses, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm uses a risk-management, client-specific approach to develop tailored asset allocations with actively managed mutual funds, ETFs, bonds, and alternative investments, managing portfolios primarily on a discretionary basis.