Richard Milton is a CFA® charterholder and Series 63 licensee with 24 years of industry experience. He has worked at 103 Advisory Group since 2021 and previously spent 17 years at Mainstreet Advisors. Based in Chicago, IL, he is one of three advisors at 103 Advisory Group. 103 Advisory Group is an independent SEC-registered advisory firm managing approximately $224.8 million for about 74 clients. The firm offers discretionary portfolio management, modular and fixed-fee financial planning, and business-development consulting for financial institutions, serving both individual and high-net-worth clients.

Michael Klenn is a CFA® charterholder with one year of experience currently with Significance Capital Management LLC. He previously worked at Allspring Global Investments for three years and Calamos Investments for two years, with prior roles at Timpani Capital Management and periods of unemployment. Significance Capital Management LLC is an independent investment adviser that provides discretionary portfolio management to individuals and high-net-worth clients. The firm employs its Enhanced Alpha Strategy, which tactically allocates among large-cap equities using a combination of fundamental, quantitative, factor, and technical analyses, and serves as sub-adviser to the Significance Capital Enhanced Alpha ETF.

Kristopher Kessler is a financial advisor at Asset Strategies, Inc. with 23 years of industry experience. He holds the Series 66 designation and has worked previously at WestPark Capital Inc and American Trust Investment Services, Inc. Mr. Kessler is a managing member and 50% owner of AmTru Fund Management LLC, where he manages an SPV related to AI inference ventures. Asset Strategies, Inc. provides discretionary portfolio management and financial planning to individual and charitable clients. The firm employs a combination of fundamental, technical, charting, and cyclical analysis, implementing both long- and short-term strategies across various asset classes.

Christine Sibrava is a financial advisor at Stevard LLC with 14 years of industry experience. She holds the PFS™ designation and Series 65 license. Prior to joining Stevard in 2016, she worked at Whitnell & Co. for five years. Stevard LLC provides family office and investment advisory services to high-net-worth individuals, trusts, family LLCs, private foundations, and family businesses. The firm focuses on multi-asset portfolios using independent investment managers and managed products, complemented by expanded family office functions such as accounting, tax compliance, and philanthropic planning.

David Vaught is a CFA® charterholder with 28 years of experience in the financial industry. He has worked at Propel Financial Advisors, LLC since 2018 and previously spent over two decades at Mitchell, Vaught & Walker, Inc., as well as operating as a sole proprietor. Propel Financial Advisors, LLC serves individual and high-net-worth clients, providing investment management and financial planning through a four-advisor team across three offices. The firm integrates legal and tax considerations into its advice through affiliations with a law firm and an accounting firm and offers educational seminars and workshops to clients and prospects.

Leanne Raskob is a CFP® and holds a Series 65 license, with one year of experience in financial advising. She currently works at Von Haefen Financial Management and previously held positions at Grant Thornton, LLP, Dixon Hughes Goodman, and operated her own advisory firm. Von Haefen Financial Management is a fee-only, holistic financial planning firm serving individuals, families, and trusts through a two-advisor team. The firm offers comprehensive planning services including tax, estate, and retirement planning, providing customized, non-discretionary investment recommendations without using percentage-of-assets fees or commissions.

Osman Arain is a CFA charterholder with 10 years of industry experience. He currently serves as an advisor at Evansbrook Capital Management and previously worked at Romano Brothers and PNC Wealth Management. Evansbrook Capital Management serves individual clients, families, trusts, estates, businesses, charities, and retirement plans by providing discretionary investment management, custom portfolio construction, and qualified plan consulting. The firm employs a strategic, diversified asset-allocation framework supported by multiple analytical approaches and manages over $225 million with a small advisory team.

Natalie Baros is a financial advisor at Aurelien Capital Partners with a Series 65 designation and three years of industry experience. Before joining Aurelien Capital Partners, she worked at Merrill and Firstrock Capital and has consulting experience with NEB, LLC, assisting in operations and business development for a CPA firm. Aurelien Capital Partners serves individuals, families, and high-net-worth clients, including professional athletes and exonerees, offering wealth management, financial planning, and family office services. The firm employs an open-architecture investment approach combining active and passive strategies across public and private markets.

Allison Meers is a CFP® professional with four years of industry experience. She has worked at Pebble Valley Wealth Management since 2021 and previously was with CIBC from 2012 to 2021. Pebble Valley Wealth Management serves individual, charitable, and corporate clients, offering discretionary portfolio management, financial planning, and pension consulting. The firm’s investment approach includes asset allocation and mutual fund/ETF selection supported by technical analysis and third-party research, with a notable use of derivative-based option strategies within separately managed accounts.

Irfan Galaria is a financial advisor at Galaria Capital Management, LLC with nine years of industry experience. He holds Series 65 and Series 66 licenses. Outside of his advisory role, he is also the physician and president of Galaria Plastic Surgery & Dermatology, a medical-surgical practice he has operated since 2009. Galaria Capital Management serves individuals, families, trusts, small businesses, and employer retirement plans, providing discretionary portfolio management and investment planning. The firm customizes strategies based on client age, risk tolerance, and time horizon, emphasizing asset allocation and diversification while accommodating faith-based or socially conscious preferences when practicable.

Thomas Stecich is a financial advisor at Athena Advisor Services, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments and Athena Advisor Services since 2013. Outside of his advisory role, Stecich serves as a volunteer firefighter at the Ogden Dunes Volunteer Fire Department and is treasurer of the Ogden Dunes Amateur Radio Club. Athena Advisor Services, LLC manages approximately $82.2 million for about 187 clients, including individuals, trusts, estates, charitable organizations, and business entities. The firm provides discretionary asset management and financial planning, utilizing a blend of fundamental, technical, and cyclical analysis, with portfolios reviewed and rebalanced regularly.

Benjamin Wilson is a Series 65 licensed advisor at Stabile Investment Management with one year of industry experience. His prior roles include positions at Aerotek, North American Derivatives Exchange, Crypto.com, The Small Exchange, Illinois Institute of Technology, and United Launch Alliance. Benjamin is based in Chicago, IL. Stabile Investment Management serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management and investment consulting. The firm follows a documented investment process emphasizing diversification and fundamental analysis, primarily using ETFs and no-load mutual funds, and conducts regular portfolio reviews.

Brian Schaeffer is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at Impact Financial since 2026 and previously spent 11 years at Shankervalleau Wealth Advisors, Inc. Outside of advising, he serves as an accountant at ShankerValleau Accountants, Inc. and acts as treasurer for the Morrison-Shearer Foundation, a nonprofit dedicated to preserving the legacy of dancer-choreographer Sybil Shearer and photographer Helen Balfour. Impact Financial provides fee-only wealth management, financial planning, and tax preparation services to individuals, trusts, estates, and small business owners. The firm employs a factor-based, smart-beta investment approach primarily using low-cost mutual funds and ETFs, with portfolios constructed through a rules-based process and regular rebalancing.

Jay Plourde is a financial advisor at Joseph Wealth Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Riposte Capital and Wedbush Securities. Plourde serves on the boards of two nonprofit organizations: Joseph Business School in Forest Park, Illinois, and Kenneth Copeland Ministries in Fort Worth, Texas. Joseph Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations. The firm manages approximately $17.6 million in client assets and employs a mix of analytical approaches, including fundamental, technical, and modern portfolio theory, to tailor portfolios to client objectives and risk tolerances.

Peter Jankovskis is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Arbor Financial Services, LLC since 2021. He previously worked at Oakbrook Investments, LLC for 12 years. Arbor Financial Services provides discretionary portfolio management and limited financial planning primarily to individuals, including high-net-worth clients, as well as trusts and estates. The firm uses proprietary model portfolios and a combination of analytical methods to manage client assets, typically on a discretionary basis.

Anita Mauro is a financial advisor at Patrick Mauro Investment Advisor, Inc. She holds a Series 65 designation and has four years of industry experience. Prior to joining Patrick Mauro Investment Advisor, she worked at Thompson Coburn, LLP for six years. Patrick Mauro Investment Advisor, Inc. is an SEC-registered firm that manages portfolios for individuals, pension and profit-sharing plans, trusts, estates, and various business and charitable entities. The firm provides discretionary investment management and coordinated tax and estate planning support, employing strategies such as laddered bonds for capital preservation and dividend-focused equity investments.

Lindsey Feyereisen is a CFP® and holds a Series 65 license, with nine years of industry experience. She has been with Laureate Wealth Management, LLC since 2014. Laureate Wealth Management provides investment advisory, financial planning, estate planning, and family office coordination services to individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and other entities. The firm uses a strategic asset allocation process that includes various investment vehicles and manages both discretionary and non-discretionary accounts, with notable involvement in pooled investment vehicles and affiliated fund activities.

Wendi Svitak is a CFP® and holds a Series 66 designation, with six years of experience in the financial services industry. She currently works at Bard Associates Inc and has previously been employed at Morgan Stanley, LPL Financial, and The Retirement Network Ltd. Svitak also provides administrative support to independent investment advisor firms outside of her primary role. Bard Associates, Inc. offers discretionary portfolio management and portfolio-monitoring services to individuals, IRAs, trusts, estates, charitable organizations, and other entities. The firm manages the Bard Micro-Cap Value Fund L.P., applies a long-term, buy-and-hold investment philosophy focused on smaller-company and micro-cap equities, and implements documented due diligence and selective derivative strategies within client portfolios.

Katharine Schwartz is a financial advisor at Arbor Financial Services, LLC with a Series 65 designation and one year of industry experience. She previously worked at Lifestart Wellness Network for nine years before joining Arbor Financial Services. Arbor Financial Services provides discretionary portfolio management and limited financial planning to individuals, including high-net-worth clients, as well as trusts and estates. The firm uses firm-developed model portfolios and a combination of analytical approaches to manage client assets, typically on a discretionary basis.

Timothy Dillow is a CFP® professional with 23 years of industry experience. He is the principal at Dillow Wealth Management LLC in Oak Brook, IL, where he has worked since 2018, previously holding positions at UBS Financial Services and LPL Financial among others. Outside of financial advising, he manages a cheese production and distribution business and is involved in business consulting and literary work through separate ventures. Dillow Wealth Management provides wealth and investment management along with financial planning for individuals, trusts, estates, businesses, and retirement plans. The firm offers customized portfolios that include mutual funds, ETFs, individual securities, and alternative investments, combining fundamental and technical analysis with both discretionary and non-discretionary services.