Michael Knight is a CFP®-credentialed financial advisor with 22 years of experience, currently serving as the principal of Knight Investment Planning, LLC. He has led his independent firm since 2004 in Libertyville, IL. Michael also serves as a FINRA arbitrator in Chicago, a role he has held since 2011. Knight Investment Planning, LLC provides fee-only financial planning and investment consultation services to individuals, trusts, estates, and businesses. The firm emphasizes strategic asset allocation using low-cost, passive investment vehicles and operates on an hourly billing basis without accepting commissions or performance-based fees.

Jack Lubecker is the sole advisor at Integrity Investment Management with 36 years of experience in the financial industry. He holds Series 63 and Series 65 designations and previously worked at LPL Financial from 2008 to 2017 before joining Integrity Investment Management in 2017. Integrity Investment Management is a state-registered investment adviser serving individuals, high-net-worth clients, and charitable organizations. The firm offers investment management, referrals to third-party managers, and financial planning, employing both passive and active strategies tailored to clients’ specific objectives and risk tolerances.

Luke Sauter is a PFS™ credentialed financial advisor with two years of industry experience. He is the sole advisor at Vidarrow Investment Advisors and previously worked at Walgreens Boots Alliance for eight years. Vidarrow Investment Advisors is a fee-only independent firm serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm provides discretionary portfolio management, comprehensive financial planning, and retirement plan consulting, emphasizing employer retirement-plan services and integrating a variety of investment strategies within a modern portfolio theory framework.

Daniel Kaibel is a CFP® professional with 17 years of industry experience. He is the president and chief compliance officer of Purpose Financial Planning LLC, where he has worked since 2017. Prior to founding Purpose Financial Planning, he was with Vantage Financial Partners Limited for nine years and Elite Investment Team, LLC for eight years. Purpose Financial Planning LLC is an independent, single-advisor firm that provides comprehensive financial planning and portfolio management to individuals and businesses, including high-net-worth clients. The firm employs a blend of passive and active investment strategies, using ETFs, mutual funds, and individual equities, and offers clients updated financial plans annually as part of the advisory relationship.

John Eiduk is a CFP® professional with 12 years of experience in financial advisory services. He currently serves as the sole advisor at Elite Asset Management, LLC and has been involved with the firm since 2015. He also operates Eiduk Tax and Wealth Management LLC and is a producer in life, health, and long-term care insurance sales. Elite Asset Management is an independent, state-registered adviser that provides portfolio management and financial planning services to individual clients without a minimum account size. The firm employs a combination of strategic and tactical model portfolios using fundamental and technical analysis alongside Modern Portfolio Theory, and it has an affiliated tax and accounting practice under common ownership.

James Malinowski is a CFP® professional with 30 years of industry experience. He is the principal of The JM Financial Planning Group, Ltd. in Mundelein, IL, where he has worked since 1991. His background includes roles at United Planners' Financial Services and ownership of his own advisory and insurance businesses. The JM Financial Planning Group, Ltd. provides portfolio management and comprehensive financial planning primarily for individuals and high-net-worth clients. The firm offers discretionary and non-discretionary asset management, written financial plans, and advice on employer-sponsored retirement accounts, using documented goals and risk-tolerance assessments to guide client strategies.

Richard Vandersande is the sole advisor at Smart Stewardship Advisors in Lake in the Hills, IL, holding Series 63 and Series 65 credentials with 21 years of industry experience. He has operated his own practice since 2005 and has been involved with The Stewardship Alliance, LLC since 2001, which provides stewardship planning based on biblical principles. He also serves as Vice President of Benefit Alliance, Incorporated, a company offering group discounts and benefits. Smart Stewardship Advisors delivers financial planning, coaching, and wealth management services to individuals, trusts, estates, charitable organizations, and businesses, with a focus on donors and Christian ministries. The firm employs a diagnostic approach called the “BALTIC” gap analysis and works primarily in a non-discretionary advisory capacity, coordinating with third-party portfolio managers who manage ETF-based model portfolios.

Nicholas Daleiden is the sole advisor at Daleiden Wealth Advisors in McHenry, IL, holding Series 63 and Series 65 licenses with 38 years of industry experience. He previously worked at Nations Financial Group, Inc. for 11 years before establishing his own practice. In addition to advisory services, he is involved in fixed insurance sales as an insurance agent. Daleiden Wealth Advisors provides discretionary and non-discretionary asset management and financial planning to individual clients, including high-net-worth individuals. The firm employs a range of investment strategies tailored to client goals and risk tolerances, and routinely uses third-party sub-advisors while maintaining client relationship oversight.

Jerry Keaton is the sole advisor at Keaton Capital Management L.L.C. in Barrington, IL, holding Series 63 and Series 65 licenses with 37 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Keaton Capital Management since 2014. Keaton Capital Management provides portfolio management and advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and pension plans. The firm constructs diversified portfolios based on fundamental, technical, and cyclical analysis, emphasizing risk management and time horizon alignment, with regular account monitoring and formal portfolio reviews.

Abigail Hoon is a financial advisor at Phase III Advisory Services, LTD with one year of industry experience. She holds a Series 66 designation and has work history including roles at Osaic Wealth, Inc. and Matrix Design LLC. Outside of advisory work, she is also active as an insurance agent. Phase III Advisory Services serves individuals, trusts, estates, charitable organizations, and business entities by providing asset management through its Vision2020 Wealth Management Platform, financial planning, and portfolio analysis services. The firm employs an active management approach guided by asset allocation tools and an in-house investment committee, combining model portfolios with direct-security and derivative strategies.

David Valenti is a CFP® professional at Virtue Asset Management LLC with six years of industry experience. Prior to joining Virtue in 2020, he worked for 30 years at Bank of America Private Bank. He is also a licensed attorney in the State of Illinois, currently non-practicing and uncompensated in that capacity. Virtue Asset Management serves individual and high-net-worth clients through discretionary portfolio management and integrated financial planning, focusing on customized investment strategies that incorporate risk tolerance, tax, and estate considerations. The firm manages just over $200 million in assets with a small advisory team and utilizes a variety of investment vehicles, including derivatives when suitable.

Ryan Zentz is a financial advisor at PMG Wealth Management with two years of industry experience. He holds a Series 66 credential and has worked at both PMG Wealth Management and LPL Financial, LLC. Prior to his advisory career, he was employed at DoorDash and Lake Point, and he has a background that includes time at the University of Kentucky and involvement with the Mundelein Baseball and Softball Association. PMG Wealth Management serves individuals, trusts, estates, and business owners with discretionary investment management, financial planning, and retirement-plan consulting. The firm manages customized portfolios in-house using a combination of fundamental, technical, and charting analysis, offering strategies such as the “Advance & Protect” approach and integrating both internal and external managers to address various client needs.

Joseph Lopresti is a financial advisor at Arlington Wealth Management in Arlington Heights, IL, with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Arlington Capital Management, Inc. and World Equity Group, Inc. since 2000. Outside of his advisory role, he is involved with the Investor Education Institute and is a part-owner of Advanced Tax Reduction Group and Arlington Business Advisors. Arlington Wealth Management provides wealth management and discretionary investment management primarily to individual clients, including high-net-worth households. The firm employs a structured client process and combines proprietary quantitative models with qualitative research to implement various investment strategies, including proactive asset allocation and defined-outcome ETFs.

Jose Cuevas III is a CFP® professional with 18 years of experience in financial advising. He has been with Wisdom Investments since 2016 and also worked at High Five Financial, LLC from 2016 to 2018. Wisdom Investments provides discretionary investment management and financial planning services to individuals, nonprofit organizations, and retirement plans. The firm employs a long-term, buy-and-hold approach guided by Modern Portfolio Theory and the Efficient Market Hypothesis, offering a range of tiered planning services and incorporating educational seminars and AI-enabled tools as part of its client support.

John Kosar is a Series 65 licensed advisor with Asbury Research LLC, where he has worked since 2023. He has prior experience at Symetra, Allvue Systems, Equitrust Life Insurance Company, and Northern Trust. Asbury Research LLC provides subscription-based investment research and model portfolios to individual investors and money managers, and serves as a sub-adviser and model provider to other advisers and broker-dealers. The firm focuses on growth equities, income securities, and high-yield bonds, utilizing fundamental, quantitative, and technical analysis in its research.

Gery Sadzewicz is a financial advisor with Clearview Wealth Solutions, LLC in Barrington, IL, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He also owns Gery Sadzewicz Consulting LLC, which provides outsourced Chief Compliance Officer and financial operations consulting services to investment advisers and broker-dealers. Clearview Wealth Solutions offers discretionary investment management and financial services to individuals, trusts, corporations, and other entities, managing approximately $41.7 million in discretionary assets. The firm employs five core investment strategies delivered through customized portfolios, combining top-down economic analysis with bottom-up security selection and quantitative optimization.

As Director of Physician Services at Prism Planning Partners, a fee-only RIA led by CFP® professionals, I lead a dedicated division serving physicians and healthcare professionals nationwide. My team and I specialize in helping medical professionals navigate every stage of their financial journey—from residency and fellowship through practice, career transitions, and retirement. I oversee a team that includes interns, paraplanners, and operations professionals, and collaborate closely with Prism’s Director of Financial Planning and Director of Operations to deliver high-impact, client-centered planning. Focus Areas: • Comprehensive financial planning tailored to physicians and healthcare professionals • Student loan strategies, including PSLF, refinancing, and REPAYE/SAVE optimization • Contract review and benefit analysis • Investment, tax, and estate planning strategies • Risk management (disability, life, long-term care) with no product sales • Burnout prevention and work/life balance strategies • Retirement and career transition planning • Speaking engagements and financial education for medical professionals Select Speaking Engagements: Regular speaker for medical residency and fellowship programs at: Northwestern, Loyola, University of Chicago, Rush, UIC, Cook County, Barnes-Jewish/Wash U, Medical College of Wisconsin, Advocate Aurora, University of Colorado, and more. Also presented for the Illinois Society of Pediatric Dentists, Illinois Pharmacists Association, and multiple private practices and hospital systems.

Richard Furmanski is a CFA® charterholder with 24 years of industry experience. He has been the sole advisor at Clearview Wealth Solutions, LLC since 2014 in Barrington, IL. Clearview Wealth Solutions provides discretionary investment management and related financial services to individuals, trusts, corporations, partnerships, and other entities. The firm manages approximately $41.7 million in discretionary assets across about 30 client relationships, using five core investment strategies implemented through customized portfolios that incorporate top-down economic analysis, bottom-up security selection, and quantitative optimization.

Jack Hallier is a CFP® professional with four years of industry experience, currently serving at Patrick M. Sweeney & Associates, Inc. He previously worked at Raymond James & Associates, Kestra Advisory Services, and Kestra Investment Services. Patrick M. Sweeney & Associates provides personalized investment management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs a mix of fundamental and active investment strategies and integrates tax preparation as part of its advisory services.

Trevore Meyer is a CFP® professional with nine years of industry experience. He has worked at Financial Design Studio, Inc. since 2019 and previously held roles at Presence Financial and Responsive Financial Group, Inc. Financial Design Studio, Inc. serves individuals, small businesses, and charitable organizations with portfolio management and financial planning, supplemented by in-house tax preparation, business bookkeeping, and educational seminars. The firm’s investment approach focuses on long-term asset allocation and buy-and-hold strategies, combining fundamental, technical, and cyclical analysis to guide portfolio decisions.