Mark Doyle is a financial advisor at Clement Street Capital LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Entrust Services since 2004, where he also serves as managing director of a non-investment-related business providing bill payment and financial reporting services. Prior to that, he was employed at Raymond James Financial Services and Deutsche Bank Securities. Clement Street Capital provides discretionary asset management and financial planning primarily to high-net-worth individuals, trusts, corporations, retirement plans, and other legal entities. The firm manages portfolios using a tailored investment policy with a long-term orientation, employing a mix of equities, fixed income, ETFs, REITs, alternatives, private placements, and options.

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.

Nicholas Kalivas is a financial advisor with Fortune Financial Group, Inc. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. Prior to joining Fortune Financial Group in 2026, he spent 13 years with Invesco Distributors, Inc. Fortune Financial Group provides financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs long-term investment strategies using active and passive mutual funds and ETFs, and offers comprehensive planning across multiple financial disciplines, managing approximately $141 million in client assets.

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.

John Kosar is a financial advisor at Asbury Research LLC with Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Asbury Investment Management LLC from 2018 to 2023 and has been with Asbury Research since 2005. Asbury Research LLC provides subscription-based investment research and model portfolios to individual investors, money managers, and third-party advisers. The firm’s research focuses on growth equities, income securities, and high-yield bonds using fundamental, quantitative, and technical analysis.

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.

David Thompson is a CFA® charterholder with 11 years of industry experience. He is a principal at Thompson Capital Management, LLC, where he has worked since 2019, and also serves as a portfolio manager and trader at Little Harbor Advisors, LLC. His prior experience includes roles at Kaizen Advisory, LLC and Typhon Capital. Thompson Capital Management provides investment management and financial planning primarily to individual and high-net-worth clients, as well as sub-advisory services to other investment advisers. 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, to implement tactical risk-management and quantitative elements.

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.

Alice Brown is a financial advisor with CB3 Financial Group, Inc. in Glen Ellyn, Illinois. She holds Series 63 and Series 65 licenses and has 20 years of industry experience, all with CB3 Financial Group since 2006. CB3 Financial Group provides investment management and wealth-planning services to individuals, families, business entities, and nonprofit organizations. The firm offers portfolio management and customized programs that include actively managed equity and bond strategies, derivatives, and alternative investments, using a combination of fundamental, technical, and quantitative analysis supported by proprietary software.

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.

Matthew Kuhn is a financial advisor at Kuhn Wealth Management Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at Dai Securities LLC, Concorde Investment Services LLC, and Northwestern Mutual Investment Management. Kuhn also operates Kuhn Financial, where he prepares financial plans and provides investment advice. Kuhn Wealth Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm emphasizes ETF-based model strategies, combining fundamental, technical, and quantitative analysis, and implements portfolios on a wrap-fee basis using third-party managers and platforms.

Daniel Alberth is a CFP® with 27 years of industry experience, currently with Athena Advisor Services, LLC, where he has worked for 15 years. Prior to that, he spent 10 years at Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as treasurer for the Schaumburg High School Band Boosters and co-hosts the Fierce Fiduciary Podcast, which focuses on financial education. Athena Advisor Services, LLC serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $82.2 million for about 187 clients. The firm offers discretionary asset management and financial planning, employing a combination of fundamental, technical, and cyclical analysis across various investment strategies with regular portfolio supervision and rebalancing.

Robert Kuhn is a partner at Kuhn Capital Partners with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Epus Global Energy, LLC. In addition to his advisory role, Kuhn operates as an independent insurance agent and is involved in managing several investment-related businesses and private funds. Kuhn Capital Partners serves individual and high-net-worth clients as well as pooled investment vehicles, providing discretionary asset management, financial planning, retirement rollover advice, and access to third-party managed solutions. The firm constructs portfolios based on client objectives, risk tolerance, and time horizon, employing fundamental and technical analysis and offering alternative investments and private funds for qualified clients.

Katherine Hennessy is a CFP®-credentialed financial advisor with 10 years of industry experience currently working at Assetgrade, LLC in Chicago, IL. She has been with Assetgrade since 2016. Assetgrade, LLC provides financial planning, investment and wealth management, and retirement plan consulting for individuals, trusts, estates, and corporate entities. The firm manages approximately $337.7 million in discretionary assets across three advisors, using model strategies focused on strategic asset allocation with occasional tactical adjustments.

Richard Milton is a financial advisor at 103 Advisory Group with 25 years of industry experience. He holds the CFA® designation and the Series 63 license. Prior to joining 103 Advisory Group in 2021, he worked at Mainstreet Advisors for 17 years and also has experience with Waterstone Financial Group, Inc. and Feldman Securities Group L.L.C. 103 Advisory Group serves individual and high-net-worth clients by providing discretionary asset management, written financial planning, and business-development consulting to financial institutions. The firm uses a mix of strategic and tactical asset allocation, employs both fundamental and technical analysis, and offers tailored investment management with a focus on high average assets per client.

Robert Bower is a CFA® charterholder with four years of industry experience. He has been with The Invictus Collective, LLC since 2019 and previously worked at Health Care Service Corporation for seven years. Outside of his advisory role, he manages and invests in Invictus Proprietary Opportunity 1 LLC and Invictus Private Group 1 LLC, entities involved in consolidating investors for a synthetic graphite manufacturer. The Invictus Collective provides financial planning, consulting, and investment management services to high-net-worth individuals, trusts, corporations, institutional investors, and advisers, including clients outside the U.S. The firm constructs diversified portfolios using a range of investment vehicles guided by Modern Portfolio Theory and offers both discretionary and non-discretionary arrangements, managing private pooled investment vehicles and marketing structured-product strategies to institutional 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.

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.