John Van Ermen is a financial advisor at Exemplar Wealth Advisors, LLC with Series 63, 65, and 66 credentials and over 9 years of industry experience. His prior work includes roles at Cetera and JPM Consulting. Exemplar Wealth Advisors, LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a multi-faceted investment approach that incorporates technical and fundamental analysis, modern portfolio theory, and uses third-party managers, focusing on both traditional and alternative investments for accredited investors.

David Sopchik is a financial advisor at CJW Capital, LLC in Chicago, IL, holding a Series 65 designation with six years of industry experience. He has been with CJW Capital since 2018 and previously worked at Barnes & Noble Booksellers, Inc. from 2012 to 2019. CJW Capital serves individuals, institutional investors, charities, corporations, and retirement plans, offering discretionary portfolio management, financial planning, retirement plan advisory, and donor-advised fund management. The firm emphasizes fundamental analysis and long-term investment strategies, utilizing low-cost mutual funds, ETFs, and other securities tailored to client needs.

Michael Thompson is a CFA® charterholder with 11 years of industry experience. He currently serves as a financial advisor at Thompson Capital Management, LLC and Little Harbor Advisors, LLC, where he holds the role of Portfolio Manager. His prior experience includes positions at Kaizen Advisory and Typhon Capital. Thompson Capital Management provides investment management and financial planning primarily to individual and high-net-worth clients, and also serves other advisers through sub-advisory arrangements. The firm employs a model-driven investment approach across multiple strategies, utilizing equities, fixed income, options, and exchange-traded products, including derivatives and VIX-linked instruments.

David Jordan is a financial advisor at QVG, LLC with one year of industry experience. He holds a Series 65 designation and has operated a YouTube channel since 2023. QVG, LLC provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, corporations, and trusts. The firm employs a model-driven, quantitative investment approach primarily focused on Russell 3000 securities, incorporating derivatives and complex fixed-income instruments across various strategies.

Bobbie Helman is a financial advisor at Parkview Asset Management, Inc. with seven years of industry experience. She holds a Series 66 designation and has previously worked at firms including Cousins & Associates Inc., StrategyPoint Financial LLC, and Edward Jones. Parkview Asset Management is a small advisory firm serving individuals, trusts, estates, and retirement plans, managing approximately $160 million across about 79 client relationships. The firm employs a fiduciary-oriented, long-term investment approach using diversified portfolios of low-cost mutual funds and ETFs, alongside individual securities and unaffiliated money managers when appropriate.

Brian Tumpane is a financial advisor with Cedar Capital, LLC and holds a Series 65 designation. He has experience working with Cedar Capital Advisors since 2025 and has prior experience at Upside Group, Inc and Second Sons Advisors, as well as seven years at Walgreens / Alliance Rx Walgreens Prime. Cedar Capital, LLC is a state-registered independent investment adviser that provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, and other business clients. The firm emphasizes ETF-based model portfolios and offers both strategic and active asset allocation approaches while incorporating individual securities, options, and alternative instruments when aligned with client objectives.

Brittany Boma is a financial advisor at Joseph Wealth Management, LLC with four years of industry experience. She holds a Series 66 designation and also operates BOMA LLC, a law contract review firm where she works as an attorney. Prior to joining Joseph Wealth Management, she has held roles at Joseph Eden Capital, CTA, and the City of Chicago. 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 discretionary client assets and employs a mix of fundamental, technical, cyclical, and modern portfolio theory approaches, including more active strategies such as short-term options trading for suitable accounts.

I am honored to accompany my clients on their financial wellness journey, letting go of financial stress and anxiety, making space for joy and peace in their lives. Prior to co-founding One Wild Life Advisors, LLC I owned Tree Fort Financial, Inc. for over 10 years, started by my father in 2003. My family has an extensive history of entrepreneurship, and I have seen first-hand the opportunities and challenges of business ownership. We assist with the following: values clarification, uneven cash flow and spending plan, business formation questions, self employment taxes and tax planning, financial independence planning, retirement plan accounts set up, RSU compensation strategies, college planning, insurances, employee benefits and managing your investments. We have relationships with many other professionals (CPAs, attorneys, insurance and mortgage brokers, etc) in Chicago to assist with implementation of your plan's recommendations. I am down to earth and practical, and bring a common sense approach to personal finance. In working with me, I hope you will experience a better understanding of your financial situation; have a clear framework for financial decision making; and gain a trusted partner to help on your journey. Together, we'll discover your goals and values and plan for YOUR one wild and precious life.

Kevin Kuhn is a financial advisor at Kuhn & Company Investment Counsel, LLC with 13 years of industry experience. He holds a Series 66 designation and has been with Kuhn & Company Investment Counsel since 2019. Prior to that, he worked at Commonwealth Financial Network for several years. Kuhn also serves on the Board of Trustees for St. Viator High School and is a principal and CPA at Kuhn & Company CPAs, PC, where he provides accounting and tax services. Kuhn & Company Investment Counsel is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers portfolio management, financial planning, and consulting, tailoring portfolios to client objectives through fundamental and cyclical analysis and modern portfolio theory, and often utilizes third-party managers and tax-management strategies.

Alexander Paris Jr. is a CFA® charterholder with 38 years of industry experience. He has been associated with Barrington Research Associates, Inc. since 1985 and currently serves at Barrington Asset Management, Inc., a firm with a four-advisor team based in Chicago, IL. Barrington Asset Management, Inc. provides portfolio management services primarily to high-net-worth individuals, pension and profit-sharing plans, and other pooled investment vehicles. The firm combines bottom-up fundamental research with top-down macroeconomic analysis and selective technical inputs to manage a variety of investment products, including equities, mutual funds, ETFs, options, limited partnerships, and fixed income.

Marcin Szczepaniak is a financial advisor at Kai Wealth LLC in Chicago, IL, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, LPL Financial LLC, and M1 Finance. Kai Wealth LLC provides investment management and advisory services primarily to high-net-worth individuals, pooled investment vehicles, and corporations through separately managed accounts. The firm employs a multi-strategy investment approach incorporating quantitative modeling, third-party manager selection, and derivatives, with oversight focused on manager due diligence rather than daily trade supervision.

Jeffrey Holland is a Series 65-licensed financial advisor with 23 years of industry experience. He has been with VIA IV Investments, LLC since 2002. VIA IV Investments, LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as businesses, charities, estates, and trusts. The firm uses broadly diversified, custom-indexed model portfolios combined with periodic rebalancing and external research, and offers alternative private fund access and a discretionary digital advice program with lower minimums.

Paul Beran is a financial advisor at Arbor Financial Services, LLC in Downers Grove, Illinois, holding a Series 65 designation with 12 years of industry experience. He has been with Arbor Financial Services since 2013. 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 employs a range of analytical approaches and firm-developed model portfolios, offering services through both bundled wrap-fee programs and unbundled advisory arrangements.

Mario Tate is a Series 65-licensed financial advisor at Millennial Wealth Advisors in Chicago, IL, with nine years of industry experience. He has worked at Millennial Wealth Advisors since 2018 and previously spent time at Banyan Tree Investment Consulting, LLC, and Tatewick Enterprises. Millennial Wealth Advisors is an SEC-registered investment adviser serving individuals, high-net-worth clients, family offices, pension and profit-sharing plans, trusts, and other entities. The firm focuses on portfolio management and consolidated reporting, employing technical analysis and a mix of long- and short-term trading strategies, primarily using non-discretionary assets with client trade approval.

Ryan Dolan is a financial advisor with AllStreet Wealth in Chicago, holding a Series 65 designation and two years of industry experience. His prior roles include work at Midwest Small Business Accounting and Tax and various positions in education and distribution services. AllStreet Wealth provides financial planning and discretionary investment management services to individuals, high-net-worth clients, and business owners, utilizing a long-term, passive investment approach focused on asset allocation and Modern Portfolio Theory. The firm offers multiple planning tiers that integrate financial planning with investment management tailored to client needs.

Vitaly Novok is a financial advisor at Lestna Retirement, LLC with 12 years of industry experience. He holds a Series 65 designation and has been with Lestna Retirement since 2014. In addition to his advisory role, he maintains an active Illinois real estate broker license with Redfin Corporation. Lestna Retirement is a fee-only wealth management firm serving individuals, families, and institutional clients, including retirement plans and charitable organizations. The firm focuses on long-term strategic asset allocation, using diversified, low-cost investments and tax-aware portfolio management while providing fiduciary consulting and discretionary investment services.

James Kuhn is a financial advisor with Kuhn & Company Investment Counsel, LLC in Chicago, IL, holding a Series 66 designation and 25 years of industry experience. He has worked at Kuhn & Company Investment Counsel since 2014 and previously spent 15 years at Cannata, Bertuccio & Associates and Commonwealth Financial Network. In addition to his advisory role, Kuhn practices as a Certified Public Accountant through Kuhn & Company CPAs Holdings, PLLC, providing accounting, tax, and attestation services. Kuhn & Company Investment Counsel is a registered investment adviser serving individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, using methods such as fundamental and cyclical analysis alongside modern portfolio theory, and incorporates third-party manager programs including direct-indexing separately managed accounts.

Michael Kwon is a financial advisor with Steward Advisors, LLC in Chicago, IL, holding Series 65 and Series 66 designations and 13 years of industry experience. He has been with Steward Advisors since 2013. Steward Advisors serves individuals, businesses, trusts, estates, retirement plans, charitable organizations, corporations, and family offices with fee-based financial planning and private portfolio management. The firm manages approximately $137 million in assets, offering integrated financial planning, Monte Carlo retirement analysis, and tailored portfolios that include ETFs, mutual funds, individual securities, and derivatives strategies.

Andrew Arnold is a financial advisor at M3Sixty Capital, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Investments and Carillon Fund Distributors, Inc. He also serves as a Regional Director and Wholesaler for M3Sixty Capital. M3Sixty Capital, LLC provides investment advisory services primarily to institutional clients and investment companies, managing several SEC-registered mutual funds and offering model managed accounts and separately managed accounts. The firm uses a range of active strategies across multiple asset classes and explicitly serves investment companies, including the M3Sixty Small Cap Growth Fund and other specialized funds.

Tristen Utterback is a financial advisor with Schamberger, Greylak & Utterback Wealth Management, LLC in Chicago, IL. He holds a Series 66 designation and has two years of industry experience, including roles at LPL Financial and Northern Trust. Outside of his advisory work, he serves as a board member for HFS Chicago Scholars, an education enrichment program for high school students. Schamberger, Greylak & Utterback Wealth Management is an SEC-registered firm with five advisors managing approximately $236 million for over 600 clients. The firm offers discretionary asset management, financial planning, and ERISA plan consulting, using a tailored investment approach that includes quality, out-of-favor stocks and option strategies, alongside access to LPL Financial–sponsored programs.