Daniel Marcus is a financial advisor at Marcus Capital, LLC with 25 years of industry experience. He has been with Marcus Capital since 2004 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the Board of Directors of Crown Electrokinetics Corp., where he chairs both the audit and finance committees. Marcus Capital primarily serves individual clients, including high-net-worth households, offering discretionary portfolio management and written financial planning tailored to client objectives. The firm manages approximately $113 million in client assets with an investment approach that emphasizes individualized, equity-focused portfolios blending value and growth stocks with fixed income for capital preservation.

Dani Barron is a financial advisor at The Planning Group with 19 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Cambridge Investment Research Advisors and Barron Wealth Management. Barron founded a South African networking group in Illinois that organizes regular events to connect professionals. The Planning Group serves individuals, pension and profit-sharing plans, and business entities through a team-based approach, providing discretionary portfolio management and financial planning tailored to client goals. The firm uses a combination of fundamental analysis and modern portfolio theory to construct long-term, asset-allocation-driven portfolios, primarily utilizing mutual funds and ETFs.

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.

Scott Wiesner is a CFP® and PFS™ credentialed advisor at Blue Bison Investments with 23 years of industry experience. He has worked at Global Eye Investments Corporation and Wrp Investments, Inc., and is also the owner of a CPA firm, Blersch Wiesner & Company. Blue Bison Investments provides fee-based investment management to individuals, companies, and charitable organizations, managing approximately $21.5 million on a discretionary basis. The firm offers personalized portfolio management with an emphasis on individual-stock selection and risk controls, supported by a three-advisor team.

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 with three years of industry experience. He holds the Series 66 designation and has worked at firms including Northwestern Mutual Wealth Management Company and LPL Financial LLC. Kai Wealth LLC provides investment management, financial planning, and consulting services primarily for high-net-worth and sophisticated investors. The firm’s investment approach focuses on risk-managed portfolio construction through thematic equity strategies, alternative investments, and options-based overlays, offering both discretionary and non-discretionary mandates.

Michael Vieceli is a financial advisor at Harbour Financial Resources, Ltd in Skokie, IL, with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Harbour Financial Resources since 2003. He is also a registered representative at Oak Ridge Investments, Inc., devoting a portion of his time to this role. 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 offers hourly and modular financial planning alongside percentage-of-assets advisory services and manages accounts on a non-discretionary basis.

Scott Bondurant is a financial advisor with Bondurant Investment Advisory, LLC in Evanston, IL, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Bondurant Investment Management since 2018 and serves as an adjunct professor at Northwestern University. Outside of his advisory role, he is an investor and officer at Unearthed Land Technologies and a trustee at Kenilworth Union Church. Bondurant Investment Advisory provides discretionary investment management, financial planning, pension consulting, and private fund-related services to individuals, trusts, corporations, and retirement plans. The firm customizes portfolios using quantitative methods and may employ derivatives and option strategies for hedging, income generation, or monetizing concentrated positions.

Paul Costello is a Series 65-licensed financial advisor with eight years of industry experience. He has worked at Costello Financial Planning, Inc. since 2018 and previously spent three years at Deutsche Bank Securities, Inc. He is also a partner at Brothers Tax LLC, a tax preparation firm. Costello Financial Planning serves individuals, families, employer retirement plans, and private foundations, offering wealth management, retirement-plan consulting, and tax preparation support. The firm follows a “Personal CFO” process that includes developing investment policy statements, portfolio selection, and ongoing monitoring, with an investment approach based on fundamental analysis and a long-term, buy-and-hold strategy.

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.

Michael Collins is a financial advisor at Kingsbury Capital Investment Advisors LLC in Chicago, holding Series 63 and Series 65 designations with 26 years of industry experience. He previously worked at Robert W. Baird from 2010 to 2017 and was associated with Kingsbury Capital, Inc. from 2017 to 2019. Outside of his advisory work, he is a member of Valence Partners LLC, a member-managed LLC based in Chicago. Kingsbury Capital Investment Advisors is an SEC-registered firm serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm offers portfolio management, financial planning, and institutional retirement advisory services, often managing accounts on a discretionary basis and providing ERISA-focused services for retirement-plan clients.

John Gomez is a financial advisor at Brentview Investment Management, LLC with 32 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Nuveen Securities, LLC and Voya Investment Management Co. LLC. He is also president of Brentview Investment Management and is responsible for marketing and client services. Brentview Investment Management primarily serves high-net-worth individuals and institutional clients, offering discretionary separate-account portfolio management with a focus on dividend growth strategies. The firm is employee-owned, certified as a Minority Business Enterprise, and notable for its extensive platform relationships and sub-advisory roles.

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.

William Benjamin is a financial advisor at Eastgate Capital Advisors LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Vibez Fit, Downers Grove, and First Trust Portfolios, as well as four years at Loyola University Chicago. Eastgate Capital Advisors serves affluent individuals, families, retirement accounts, trusts, and other entities by providing multi-family office and comprehensive wealth management services, including investment management, financial planning, trust and estate coordination, and investment-related tax planning. The firm offers customized portfolios using modern portfolio theory and a variety of investment vehicles, with options for discretionary or non-discretionary management tailored to client preferences.

Matthew Hoenes is a CFP® with 18 years of experience in financial advisory services. He currently works at K&H Wealth Partners and also serves as a financial advisor at Karchmar Insurance and Legacy Planning, Inc. His background includes roles at Kestra Advisory Services, Kestra Investment Services, LPL Financial, and The Bensman Group. K&H Wealth Partners is a three-advisor firm managing approximately $66 million for about 70 clients. The firm provides portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and institutional plan sponsors, utilizing asset allocation, model portfolios, and third-party managers across a range of investment strategies.