Matthew Nadeau is a CFA® charterholder with 20 years of industry experience. He is a partner at Barzideh & Nadeau Wealth Management LLC, where he has worked since 2025. His previous experience includes roles at Apollon Wealth Management, Triad Advisors Inc, and Piershale Financial Group. Barzideh & Nadeau Wealth Management LLC provides comprehensive portfolio management and financial planning for individuals, high-net-worth clients, trusts, estates, and business entities. The firm manages approximately $60 million in discretionary assets across about 90 clients, utilizing a broad mix of analytical techniques and various asset-allocation approaches to create and monitor portfolios.

Donald Monsen is a CFP® professional with 18 years of industry experience. He is affiliated with Woodfield Financial Advisors, Inc. in Deer Park, IL, and has prior experience with Independent Financial Group LLC and Woodfield Planning Corp. Woodfield Financial Advisors serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides financial planning, investment advisory, and portfolio management services, developing tailored asset-allocation models implemented through mutual funds and ETFs, with ongoing portfolio monitoring and periodic rebalancing.

Daniel Levy is a financial advisor at Kuhn Wealth Management Inc. in Schaumburg, IL, holding a Series 66 credential with nine years of industry experience. His prior roles include positions at DAI Securities LLC, Concorde Investment Service, LLC, T3 Trading Group, LLC, and Bottarelli Research. Kuhn Wealth Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, using a wrap-fee investment approach that incorporates fundamental, technical, and quantitative analysis alongside modern portfolio theory and both long- and short-term trading strategies.

Benjamin Baldwin, Jr. Jr. is a financial advisor at Baldwin Financial Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Axa Advisors, LLC since 1999. In addition to his advisory work, Baldwin is an author, teacher, and consultant engaged in financial planning education and expert witness work through Baldwin Financial Systems, LLC. Baldwin Financial Advisors serves individual clients, families, and small businesses by providing personalized, modular financial planning and advisory consulting. The firm emphasizes a consultative planning process that generates recommendations based on client data while leaving implementation to clients or outside vendors.

Nathan Gale is a CFP® and holds a Series 65 license with four years of industry experience. He is the founder and investment advisor representative of Fleur-De-Lis Financial and has prior experience with WellAcre Global Wealth Advisors and Peak Wealth Planning, LLC. Outside of financial advising, he is a partner and CFO of WanderWren, an apparel retailer. Fleur-De-Lis Financial serves individual clients, including high-net-worth individuals, as well as pension plans, charitable organizations, and corporate plan sponsors. The firm offers fee-only investment management and financial planning, employing both passive and active strategies, and incorporates borrowing and margin use in its portfolio management.

Lisa Boyd is a CFP® professional with 18 years of experience in the financial industry. She has been with Marcus Capital, LLC since 2007. Marcus Capital primarily serves individual clients, including high-net-worth households, offering discretionary portfolio management and tailored financial planning. The firm focuses on individualized, equity-focused portfolios that combine U.S. value and growth stocks with fixed income, using fundamental analysis and third-party research to guide investment decisions.

Andrew Farinelli is a financial advisor at Wavvest Wealth with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Embree Financial Group, McAdam LLC, and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is owner and president of Farinelli Financial LLC, providing comprehensive financial planning and investment management services. Wavvest Wealth offers portfolio management and financial planning to individuals through a technology-enabled platform and a direct advisory service. The firm focuses on diversified, long-term asset allocation and utilizes proprietary technology to support client risk profiling and portfolio management.

Jeffrey Chapracki is a financial advisor at Brentview Investment Management, LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked for Morgan Stanley for 13 years before joining Brentview in 2026. Brentview Investment Management provides discretionary equity portfolio management using a dividend-growth approach for high-net-worth individuals, foundations, endowments, and other institutional clients. The firm employs a fundamentally focused, bottom-up investment process implemented across U.S., select, and international dividend growth strategies.

Elizabeth Schneider is a CFP® professional with 30 years of industry experience. She is currently with Whealthy Empowerment Network and has previously worked at firms including CliftonLarsonAllen Wealth Advisors, Adviceperiod LLC, and Mariner Platform Solutions. Schneider is also involved with Infinity Wealth Company, LLC, where she provides investment advisory services. Whealthy Empowerment Network is a two-advisor registered investment adviser serving individuals, trusts, estates, charities, and business entities. The firm manages approximately $106 million in client assets using a tactical allocation strategy that incorporates a variety of instruments and analytical methods.

Sheila Padden is a CFP® and PFS™ credentialed advisor with 13 years of experience at Padden Financial Planning LLC and over 27 years as a CPA. She has led her firm since 2013, providing financial planning services from Chicago, IL. Padden Financial Planning LLC is a fee-only advisory firm serving individuals and families, including trusts, estates, and retirement plans. The firm offers comprehensive financial and tax planning with an investment approach focused on disciplined asset allocation, global diversification, and managing volatility through mutual funds, ETFs, and passive index funds.

John Van Ermen is a financial advisor at Exemplar Wealth Advisors, LLC in Oak Park, IL, holding Series 63, 65, and 66 licenses. He has worked in the financial industry since 2015, including positions at JPM Consulting and Cetera. Exemplar Wealth Advisors provides portfolio management and financial planning services for individuals, high-net-worth clients, and charitable organizations. The firm employs a multifaceted investment approach incorporating charting, cyclical, fundamental, quantitative, and technical analysis combined with modern portfolio theory, and offers discretionary management with ongoing portfolio monitoring.

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.

Charles Shinneman is a financial advisor with Shinneman Wealth Group in Northbrook, IL, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at Shinneman Wealth Group since 2018 and previously at firms including Purshe Kaplan Sterling Investments and AGT The Safe Money People. Outside of advisory work, he is also active as an insurance agent. Shinneman Wealth Group provides discretionary and non-discretionary asset management, financial planning, retirement-plan consulting, and estate-planning support primarily to individual clients and small businesses. The firm employs a combination of passive and active investment strategies, utilizes third-party sub-advisors, and offers estate-plan drafting services through a fixed-fee platform.

Justin Koress is a CFP® with five years of industry experience currently at Bondurant Investment Advisory, LLC in Evanston, IL. He previously worked at Strategic Wealth Partners and Bondurant Investment Management, LLC, and has a background that includes time at the University of Iowa and Lake Shore Country Club. Bondurant Investment Advisory provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm customizes portfolios based on client objectives and risk tolerance, employing quantitative methods and using derivatives for hedging and income generation.

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.

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 with 23 years of industry experience. He is the owner of Blersh Wiesner & Company LLP, a CPA firm, and has held positions at Global Eye Investments Corporation and Wrp Investments, Inc. He operates as the sole advisor at Blue Bison Investments in Highwood, IL. Blue Bison Investments provides discretionary investment management to individuals, businesses, and nonprofit organizations, managing approximately $18.3 million in advisory assets. The firm’s investment approach focuses on individual-stock selection complemented by funds, employs documented investment policies and risk controls, and maintains formal referral relationships with accounting professionals alongside an affiliated insurance services business.