David Vaught is a CFA® charterholder with 29 years of experience in financial advising. 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. He holds a Series 65 license and is based in Chicago, IL. Propel Financial Advisors is an independent, employee-owned firm serving individuals, small businesses, nonprofits, and institutional clients. The firm offers customized portfolio management and financial planning, employing a combination of fundamental, technical, and cycle analysis with a focus on long-term holdings and active adjustments during volatile markets. Several principals at the firm also provide tax and legal services through affiliated firms.

Jack Cannata is a CFP® with 33 years of industry experience, currently serving at Arkadios Wealth Advisors. He previously worked at Commonwealth Financial Network for 21 years and is the owner and managing member of Cannata & Company, LLC, a private entity facilitating securities, advisory, and insurance business. Outside of advising, he provides tax preparation and accounting services as a CPA and acts as co-trustee for family-related trusts. Arkadios Wealth Advisors is an enterprise firm with 151 advisors that offers wealth management services, focusing on comprehensive financial planning and investment advisory.

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.

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.

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® with 14 years of industry experience, currently serving as a financial advisor at Impact Financial. He previously worked for 11 years at Shankervalleau Wealth Advisors, Inc. Outside of advisory work, he is an accountant assisting with tax preparation and serves as treasurer for the Morrison-Shearer Foundation, an organization dedicated to preserving the legacy of dancer-choreographer Sybil Shearer and photographer Helen Balfour. Impact Financial provides fee-only wealth management and comprehensive financial planning to individuals, trusts, estates, and small business owners. The firm uses a factor-based, smart-beta investment approach primarily with low-cost mutual funds and ETFs, supported by in-house planning and tax expertise, serving a notable non-U.S. client base with cross-border financial analysis capabilities.

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.

Ronald Fox is a financial advisor at Certitude Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Certitude Advisors since 2014. The firm serves individual and institutional private clients, including senior corporate executives, entrepreneurs, and nonprofit entities, providing discretionary investment management and comprehensive financial, retirement, and tax planning. Certitude Advisors emphasizes a long-term investment horizon, independent security analysis, and individualized portfolio management.

David Madison is a Series 65-licensed advisor with 12 years of industry experience, currently serving at Estate & Trust Advisors since 2013. He is based in Riverwoods, IL, and is part of a four-advisor team. Estate & Trust Advisors serves individual and high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm offers custom-built portfolio management and wealth planning using a strategic core-and-satellite asset allocation with institutional mutual funds, ETFs, and individual securities.

Margaret Twombly is a financial advisor at Twombly Asset Management LLC with 28 years of industry experience. She has been with Twombly Asset Management since 2008. The firm provides discretionary portfolio management to individuals, high-net-worth clients, and related entities, using a diversified, multi-strategy approach that includes equities, fixed income, and tactical overlays informed by economic data.

Timothy Klauke is a financial advisor at Blue Bison Investments with 22 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Global Eye Investments and Global Eye Investments Corporation. Blue Bison Investments provides discretionary investment management to individuals, businesses, and nonprofit organizations, managing approximately $18.3 million in advisory assets. The firm focuses on individual-stock selection complemented by funds, uses documented investment policies and risk controls, and maintains formal referral relationships with accounting professionals alongside an affiliated insurance services business.

Robert Leon is a financial advisor with Harbour Financial Resources, Ltd., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Harbour Financial Resources since 1994. Outside of his advisory role, he serves as Chief Financial Officer of Patricia Rhodes Inc. Harbour Financial Resources, Ltd. provides investment supervisory services and financial planning to individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a non-discretionary investment approach based on client profiles, risk questionnaires, and a combination of fundamental and technical analysis.

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.

Michael Mcnitt is a CFP® professional with 13 years of industry experience. He has worked at Highview Capital Management, LLC since 2020 and previously spent five years at BMO Private Bank. Highview Capital Management is a small advisory team managing approximately $416 million for individuals, high-net-worth clients, and various institutional and household entities. The firm offers wealth management, ongoing portfolio management, and financial planning, employing a multi-strategy investment approach that combines fundamental, quantitative, technical, and qualitative analyses.

Wendi Svitak is a CFP® professional with seven years of industry experience. She currently works at Bard Associates Inc and has prior experience at The Retirement Network Ltd, LPL Financial, and Morgan Stanley. Outside of her advisory role, she provides administrative support to independent investment advisor firms. Bard Associates, Inc. offers discretionary portfolio management and portfolio-monitoring services to a range of clients including individuals, IRAs, trusts, and charitable organizations. The firm emphasizes a long-term, buy-and-hold investment strategy focused on smaller-company and micro-cap equities, and also manages the Bard Micro-Cap Value Fund L.P., a private pooled vehicle closed to new investors.

Peter Newman Jr. is a CFA® charterholder with 12 years of experience in the financial advisory industry. He has been with Peak Wealth Planning, LLC since 2014 and previously worked at the University of Illinois for 27 years. Peak Wealth Planning is a small, supported advisory firm serving individual, high-net-worth, trust, and select institutional clients. The firm employs an asset-allocation driven investment approach using low-cost mutual funds and ETFs, and provides financial planning, discretionary investment management, and due diligence on alternative investments.

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.

John Hering is a CFP®-designated financial advisor at Composure Wealth Management, LLC with 16 years of industry experience. He has worked at Composure Wealth Management since 2019 and previously held positions at Bank of America and Merrill from 2016 to 2019. Composure Wealth Management serves individuals, high-net-worth clients, families, trusts, estates, charitable organizations, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm uses a multi-disciplinary investment approach combining individual securities and third-party sub-advisors, employing both strategic and tactical asset allocation methods.

Brett Detterbeck is a CFP®, CFA®, and Series 66-registered advisor with 24 years of industry experience. He has been with Detterbeck Wealth Management since 2000, where he is part of a three-advisor team based in Palatine, IL. Detterbeck Wealth Management is a small SEC-registered firm managing approximately $252 million for individuals, trusts, estates, and business entities. The firm employs a Core & Satellite investment approach combining low-cost passive core allocations with actively managed satellite exposures and offers discretionary investment management alongside comprehensive financial planning services.

Daniel Carey is a CFP® with 17 years of industry experience and has been with Mentor Capital Management Inc. since 2007. He holds a Series 66 license and is based in Chicago, IL. Mentor Capital Management Inc. serves individual clients through fee-only wealth management and financial planning, offering services such as investment management, income tax planning, and estate-planning review. The firm employs a fundamental analysis approach within a broad asset-allocation framework, favoring passive, low-expense, index-based strategies for long-term holdings.