Melissa Osika is an investment advisor with Herr Capital Management LLC in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked at Herr Capital Management since 2017 and previously held positions at American Portfolios Financial Services, Inc., SSN Advisory, Inc., and Securities Service Network. In addition to her advisory role, she is a licensed insurance agent offering life, health, disability, long-term care, and fixed annuities. Herr Capital Management LLC is a private wealth advisory firm serving individuals, families, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm employs a disciplined investment process with strategic and tactical allocation adjustments and offers financial planning, discretionary investment management, and retirement-plan consulting.

Timothy Regan is a CFP® and ChFC® with 29 years of industry experience. He is currently with PrairieView Wealth & Tax Advisors and has previously worked at Purshe Kaplan Sterling Investments and Thrivent Financial, where he spent 18 years. Outside of his advisory role, Regan serves as chairman of the Grace Christian Academy School Board. PrairieView Wealth & Tax Advisors provides personalized financial planning and portfolio management to individuals, families, trusts, and businesses. The firm integrates tax-preparation services and licensed insurance offerings alongside its investment process, which emphasizes fundamental analysis to build customized portfolios.

Samantha Mardyla is a financial advisor at Lyon Capital Management, LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at Resmed, JPMorgan Chase, and Boston Consulting Group. Lyon Capital Management, LLC is an SEC-registered investment adviser serving individuals, trusts, estates, small businesses, and corporate retirement plans. The firm employs a value-contrarian investment approach using fundamental and technical analysis to build diversified portfolios, while also offering a distinctive Style Rotation ETF strategy that is rebalanced monthly.

Benjamin Tegeler is a financial advisor at Gineris Wealth Management with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including Osaic Wealth Inc and Woodbury Financial Services. Tegeler also sells life insurance and annuity products as part of his financial planning services. Gineris Wealth Management advises individual clients and small businesses, providing non-discretionary portfolio management, hourly financial planning, and access to third-party advisory programs. The firm emphasizes diversified asset allocation and long-term strategies, using model portfolios and sub-advisers while implementing changes upon client approval.

Kevin Griffin is a financial advisor with Griffin Financial Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with Griffin Financial Advisors since 2014 and has operated under the Griffin Wealth Management name since 2003. Outside of investment advisory services, he is involved in a non-variable insurance business offering fixed annuities, long-term care, and term life insurance. Griffin Financial Advisors provides investment management and comprehensive financial planning to individuals, high-net-worth clients, families, trusts, small businesses, and pension plans. The firm employs a personalized, fiduciary approach that tailors asset allocation and investment selection using fundamental, technical, and cyclical analysis, sometimes utilizing outside specialty managers to implement specific strategies.

Michael Pensinger is the sole advisor at Pensinger Financial, Inc. in Lemont, IL, holding a Series 65 designation with 12 years of industry experience. He has led Pensinger Financial, LLC since 2014. Outside of financial advising, he is involved in real estate development through Denanson Development LLC Series Drexel Manor. Pensinger Financial provides investment advisory and financial planning services to individuals, high-net-worth clients, and small businesses. The firm’s approach is based on efficient market theory and modern portfolio theory, focusing on long-term investing primarily through indexed mutual funds and ETFs.

David Latko Jr. is a financial advisor with Latko Wealth Management, Ltd. in Frankfort, IL, holding Series 65 and Series 63 credentials and bringing 10 years of industry experience. He has been affiliated with LPL Financial, LLC, and Latko Wealth Management since 2016. Latko Wealth Management provides discretionary and non-discretionary investment advisory services, financial planning, and hourly consulting to individual clients, including high-net-worth households, as well as foundations, endowments, and corporate clients. The firm employs a personalized, goal-based process and offers a broad range of portfolio options, including mutual funds, ETFs, equities, fixed income, options, alternatives, and annuities, with ongoing account oversight.

Joseph McDonnell is a financial advisor at McDonnell Capital Management with 21 years of industry experience. He holds the CFP® and PFS™ designations, as well as Series 63 and 65 licenses. McDonnell has operated his own CPA practice since 1989 and has managed McDonnell Wealth Management since 2012. He serves as a school treasurer for multiple local school districts and a community educational foundation, overseeing their financial activities and fund investments. McDonnell Capital Management provides discretionary and non-discretionary investment management, retirement plan consulting, and integrated financial planning to a diverse client base including institutions, business owners, trusts, municipalities, and individual investors. The firm’s goals-driven investment approach is based on Modern Portfolio Theory and utilizes customized policy statements and financial modeling to guide asset allocation and measure progress.

Christopher McDonnell is a financial advisor at McDonnell Capital Management with 16 years of industry experience. He holds a Series 66 designation and has been leading McDonnell Wealth Management, LLC since 2012. McDonnell Capital Management provides discretionary investment management, non-discretionary advisory services, ERISA 3(21) co-fiduciary retirement plan consulting, and integrated financial planning to a diverse client base including institutions, business owners, trusts, municipalities, and individual clients. The firm employs a goals-driven investment approach based on Modern Portfolio Theory, utilizing customized investment policy statements and financial modeling to guide asset allocation and monitor progress.

Anthony Petan is a financial advisor at PrairieView Wealth & Tax Advisors with a Series 65 credential and one year of industry experience. His background includes roles in both financial advising and community-focused businesses, including operating KAMs Bar and Plush Horse Ice Cream. PrairieView Wealth & Tax Advisors provides personalized financial planning and investment management to individuals and entities, integrating tax preparation and accounting services through an affiliated tax practice. The firm uses a tax-aware approach to portfolio construction and incorporates a variety of investment instruments with a long-term focus.

Wayne Casey is a financial advisor with Casey Wealth Management, Inc. in Orland Park, IL, holding a Series 66 designation and 24 years of industry experience. He has worked at Sammons Securities Co., LLC since 2009 and has been with Casey Wealth Management since its founding in 2002. Casey is the owner and president of Casey Wealth Management and also operates as an independent insurance agent. Casey Wealth Management provides customized financial planning, consulting, and investment management primarily to individual clients, occasionally serving pension and profit-sharing plans. The firm employs fundamental security analysis with a buy-and-hold strategy, offers non-discretionary management, and conducts quarterly portfolio reviews.

Robert Morvice is a CFP® with 14 years of industry experience. He is currently with PrairieView Wealth & Tax Advisors and has previously worked at firms including Bates Securities, Bates Financial Advisors, Team Belvedere LLC, and Belvedere Trading LLC. He serves as Director of Operations and Enrolled Agent for PrairieView Tax LLC, a tax preparation and advisory business affiliated with his firm. PrairieView Wealth & Tax Advisors provides personalized financial planning and portfolio management to individuals, families, trusts, estates, and businesses. The firm integrates tax preparation services through its affiliated entity and employs a primarily fundamental analysis approach to develop customized investment portfolios.

Jeffrey Coyner is a financial advisor at VIA IV Investments, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Jeffrey Jacob Holland Investments, LLC since 2013. Outside of VIA IV, he performs financial research and portfolio management full-time at HTG Capital, a firm formed from a merger with Goldenberg Hehmeyer. VIA IV Investments provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as businesses, charities, estates, and trusts. The firm offers diversified, custom-indexed model portfolios with periodic rebalancing and access to alternative private funds for accredited investors, alongside a digital advice program with lower minimums.

Todd Reeves is a financial advisor at Tim Reeves & Associates with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fortune Financial Services, Inc. since 2015. Tim Reeves & Associates provides portfolio management for pooled investment vehicles and institutional clients, focusing on discretionary management and financial planning. The firm uses hourly and flat fee structures rather than asset-based fees and maintains affiliations with a broker-dealer and insurance licensing.

Melissa Donoso is a financial advisor at Savant Investment Advisers, Inc. with one year of industry experience. She holds a Series 66 designation and has prior work history at Baker Tilly LLP from 2009 to 2025. Donoso also provides assistant support within the firm, helping with client matters and office functions. Savant Investment Advisers offers comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, trusts, and business entities. The firm’s investment approach centers on asset allocation and risk tolerance, utilizing model and advisor-managed portfolios with continuous monitoring and periodic rebalancing.

Juan Troncoso Iriarte is a CFA® charterholder at JT Asset Allocation LLC with three years of industry experience. His prior work includes roles at Banco BICE, Quinto Inversiones, and over two decades at Dow Chemical. JT Asset Allocation LLC is a small registered investment adviser serving private individuals with discretionary portfolio management and personalized investment plans. The firm emphasizes portfolio construction, asset allocation, and active derivative strategies, combining model allocations with client-specific recommendations supported by various analytical methods.

Terrence Herr is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Herr Capital Management LLC in Chicago, IL. He has been with Herr Capital Management since 2000 and has also worked at American Portfolios Financial Services, Inc. since 2010. Outside of advisory services, he is involved in insurance sales as an independent agent and owns ProtectedIRA.com, which sells fixed insurance products. Herr Capital Management, LLC is a private wealth advisory firm serving individuals, families, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm provides financial planning, discretionary investment management, and retirement-plan consulting, employing a disciplined investment process with options including income-focused, equity-tilt, and faith-based strategies.

Ryan Biniak is a financial advisor at Midwest Financial Network, LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at EverGreen Capital Management and RK Advisors. In addition to his advisory role, he has been involved in insurance sales and service since 2010. Midwest Financial Network serves individual clients, including high-net-worth households, businesses, and retirement plan sponsors by providing financial planning, investment consultation, portfolio management, and related business and divorce planning services. The firm employs a Core + Satellite investment approach and offers educational seminars, outsourced portfolio management, and model-portfolio consulting.

Egon Menker is a financial advisor at Contour Financial with 24 years of industry experience. He holds a Series 65 designation and has been with Contour Financial since 2001. Contour Financial serves individual households focused on retirement planning and investment management, primarily for clients who are not high-net-worth. The firm offers diversified portfolios using mutual funds and ETFs alongside comprehensive financial planning services, operating as a fee-only fiduciary under the NAPFA code.

Christopher Odonnell is a financial advisor at North South Capital, LLC in New Lenox, Illinois, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with North South Capital since 2008. In addition to his advisory role, Odonnell is a licensed agent for fixed life insurance sales. North South Capital serves retail and high-net-worth individuals, businesses, pension and profit-sharing plans, charitable organizations, estates, and trusts, managing approximately $25.9 million across around 120 client accounts. The firm employs a multi-method investment approach and offers discretionary portfolio management, financial planning, and insurance- and brokerage-related services, with a focus on tailored plans and fiduciary responsibilities.