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.

Robert Stoll is a CFP® and CFA® with eight years of industry experience. He has worked at Financial Design Studio, Inc. since 2019 and previously held roles at Original Financial LLC, Honey Lake Advisors, LLC, and Institutional Capital LLC. Financial Design Studio, Inc. serves individuals, small businesses, and charitable organizations with portfolio management, financial planning, tax preparation, bookkeeping, and educational seminars. The firm emphasizes long-term asset allocation and buy-and-hold strategies, integrating ongoing financial planning with portfolio oversight.

James Dobbs is a CFP® with 28 years of industry experience. He has been with Woodfield Financial Advisors, Inc. since 2009. Woodfield Financial Advisors serves individuals, including high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, small businesses, and other business entities. The firm provides financial planning, investment advisory, portfolio management, and insurance review services, developing tailored asset-allocation models that are implemented and monitored with periodic reviews and semiannual rebalancing.

Shawn Block is a financial advisor at Briggs Financial Inc. with six years of industry experience and holds a Series 65 designation. Outside of finance, he has worked as a performer and emcee for Medieval Times since 2007, where his duties include acting, performing, media, marketing, and special events. Briggs Financial serves individual and high-net-worth clients with discretionary investment management, ongoing financial planning, and in-house tax preparation. The firm employs a fundamental, long-term investment approach and does not charge performance-based fees or accept commissions tied to capital gains.

Dustin Decker is a financial advisor at North Shore Capital Group Investment Advisors, Inc. He holds a Series 65 credential and has five years of experience in the industry. Prior to joining North Shore Capital Group in 2021, he spent 30 years at R.E. Decker PC. North Shore Capital Group Investment Advisors, Inc. provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, and estates, using diversified portfolios that include low-cost mutual funds, ETFs, individual stocks, bonds, REITs, and alternative investments. The firm serves approximately 316 clients with about $38 million in assets under management and follows a primarily long-term investment orientation while employing fundamental, technical, and cyclical analysis.

Gregory Anderson is a CFA® charterholder with six years of industry experience. He has worked at SCV Capital LLC since 2021 and previously spent five years at PPM America. SCV Capital LLC provides investment management primarily to pooled investment vehicles and institutional-type clients, focusing on fundamental analysis of public equities and private securities. The firm emphasizes private-fund governance and operational review, offering both discretionary and non-discretionary management with a preference for longer-term strategies.

Erin Zylka is a CFP® professional with 15 years of experience in financial advising. She is currently with Whealthy Empowerment Network and has previously worked at firms including Resolute Wealth Advisor, Inc. and Strategic Investment Advisors, LLC. Zylka also owns and operates Kona Financial Planning, an investment advisory firm. Whealthy Empowerment Network is a two-advisor registered investment adviser that provides fee-based, discretionary portfolio management and comprehensive financial planning to individuals, trusts, estates, charities, and business entities. The firm employs a tactical allocation strategy using a range of instruments and analysis methods, managing approximately $106 million in client assets.

Jonathan Rigoni is a financial advisor with North Shore Capital Group Investment Advisors, Inc., holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. His prior experience includes roles at Cetera Advisor Networks LLC and Summit Financial Group. Outside of advisory work, he is involved as a member and insurance agent with North Shore Capital Group Insurance Solutions, LLC, and operates a golf business, NSCG Golf, LLC. North Shore Capital Group Investment Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm constructs diversified portfolios using a range of investment vehicles and employs fundamental, technical, and cyclical analysis with a long-term orientation, also sponsoring affiliated private funds through an affiliated general partner entity.

Timothy Streid is a financial advisor with Macro Wealth Management, Inc. in Lake Forest, IL, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been involved with Wealth Designs, Inc. since 2002 and holds leadership roles in several non-investment businesses, including serving as president and partial owner of companies in the crane service, insurance, hospitality, and manufacturing sectors. Macro Wealth Management serves individual and high-net-worth clients as well as certain retirement and profit-sharing plans by providing comprehensive financial planning and advisory services. The firm employs a client-specific planning process using L.E.A.P. software and implements investment strategies primarily through third-party money managers, supporting clients with periodic reviews and documented investment policy statements.

Bret Kinnamon is an investment advisory representative at Kinnamon & Associates Ltd II with 29 years of industry experience. He has been affiliated with Kinnamon & Associates since 1994 and with Cetera Financial Specialists LLC since 2004. In addition to his advisory role, he serves as vice president at Kinnamon Accounting Service, focusing on tax and accounting duties, and is a licensed notary public. Kinnamon & Associates Ltd II provides advisory services to individuals, including high-net-worth clients, pension and profit-sharing plans, and businesses. The firm offers individual portfolio management, pension consulting, and comprehensive financial planning, utilizing a combination of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation and long-term investment.

Kyle Kinnamon is a financial advisor with Kinnamon & Associates Ltd II, holding a Series 66 designation and seven years of industry experience. He is also the owner of Kinnamon Accounting Service, where he provides tax and accounting services. Kinnamon’s background includes roles at Cetera and Northern Illinois University. Kinnamon & Associates Ltd II offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, and corporations. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis, focusing on asset allocation and longer-term purchase strategies, and provides pension consulting aligned with ERISA guidance.

Patrick Sweeney is a Certified Financial Planner (CFP®) with 25 years of experience in the financial industry. He has been with Patrick M. Sweeney & Associates, Inc. since 2001. Patrick M. Sweeney & Associates provides personalized investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm offers both discretionary and non-discretionary accounts, integrates tax preparation into its advisory services, and employs a mix of fundamental and active investment strategies tailored to client objectives and risk tolerance.

Charles Lief is a financial advisor at Rudwall Wealth Management LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Rudwall Wealth Management since 2016, following a one-year tenure at Insight Securities Inc. Rudwall Wealth Management LLC provides investment advisory and consulting services to individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a client-tailored, fundamentally oriented, long-term investment approach and manages discretionary portfolios across cash, equities, fixed income, mutual funds, and ETFs.

Roger Johnson is a financial advisor at Western Pacific Wealth Management, LP with 30 years of industry experience. He held a position at Summa Global Advisors, LLC for 12 years before joining his current firm in 2021. Johnson holds the Series 63 and Series 65 designations. Western Pacific Wealth Management provides discretionary investment management primarily to high-net-worth individuals, foundations, and donor-advised funds. The firm employs a long-term, equity-oriented approach focusing on global dividend strategies and uses outside managers selected through a formal research process.

Carol Buss is a financial advisor with Buss Capital Management, LLC, holding Series 63 and Series 66 licenses and 14 years of industry experience. She is also a licensed real estate broker in Illinois and receives referral fees for real estate business, dedicating minimal time to this activity annually. Prior to her current role, she has been unemployed since 2012. Buss Capital Management, LLC is a small advisory firm with two representatives managing approximately $29.6 million for about 45 clients. The firm provides portfolio management, financial planning, and consulting services to individuals, businesses, and not-for-profit organizations, using a client-centered approach that combines fundamental and technical analysis with a core buy-and-hold strategy supplemented by tactical positions.

Martin Konsor is a CFP® professional with 10 years of industry experience, currently serving at Woodfield Financial Advisors, Inc. He has been employed at Zurich North America since 2012. Woodfield Financial Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers financial planning, investment advisory, portfolio management, and insurance review services, implementing tailored asset-allocation models based on fundamental analysis and ongoing portfolio monitoring.

Alayna Leuzé is a financial advisor with Significant Wealth Partners LLC, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Bank of America, Merrill Lynch, and Stephen Smith Financial, Inc. She is also licensed as an insurance agent and engages in insurance sales outside of her advisory work. Significant Wealth Partners serves individual and high-net-worth clients through portfolio management, financial planning, and educational seminars. The firm employs a range of investment strategies, including fundamental and quantitative analysis, and manages accounts primarily on a discretionary basis with documented client risk tolerances and Investment Policy Statements.

Daniel Winslow is a financial advisor at Winslow Financial LLC with 20 years of industry experience. He holds a Series 65 designation and is also a Certified Public Accountant, providing tax preparation services on a project basis for some clients. Winslow is licensed as an insurance agent in Florida and Illinois and may offer certain fixed insurance products. Winslow Financial LLC serves individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans, offering investment management and financial planning. The firm’s approach emphasizes asset allocation and diversification consistent with Modern Portfolio Theory, managing accounts on a non-discretionary basis with a focus on low trading frequency and client-directed decisions.