Robert Morvice Jr. is a CFP® and holds a Series 66 license with 15 years of industry experience. He is currently with PrairieView Wealth & Tax Advisors and has previously worked at firms including Bates Securities, Inc. and Belvedere Trading LLC. In addition to his advisory role, he serves as Director of Operations and Enrolled Agent at PrairieView Tax LLC, a tax preparation and advisory business. PrairieView Wealth & Tax Advisors serves individuals, families, family offices, trusts, estates, and private foundations with personalized financial planning and both discretionary and non-discretionary investment management. The firm integrates tax preparation and planning services through its affiliated tax practice and employs a fundamental, tax-aware investment approach tailored to client needs.

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.

Ryan Kavois is a CFP® professional with 20 years of industry experience, currently serving at Brickwork Financial Planning, LTD. He has held roles at firms including 4Wealth Advisors, Inc., IPI Asset Management, Inc., and Wells Fargo Clearing. Kavois is also involved in insurance sales as an owner and officer of Brokerage Unlimited. Brickwork Financial Planning offers financial planning and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm focuses on written analyses and implementation recommendations without discretionary portfolio management, emphasizing fixed or hourly fee arrangements and using tools such as MoneyGuide Pro and FI360 to support its planning process.

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 eight years of industry experience. He holds the Series 65 designation and has worked previously at EverGreen Capital Management and RK Advisors. Outside of his advisory role, Biniak is also an insurance agent, spending a portion of his time on insurance sales and service. Midwest Financial Network serves individual investors, businesses, and retirement-plan sponsors, providing financial planning, portfolio management, and retirement plan consulting. The firm employs a Core + Satellite investment approach combining passive and active strategies and places a notable emphasis on client education through seminars.

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 with 23 years of industry experience. He has held his current role since 2008 and holds Series 63 and Series 65 licenses. Additionally, he is a licensed life insurance agent. North South Capital serves individual and high-net-worth clients, as well as corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm offers discretionary and non-discretionary portfolio management, retirement plan advisory services, financial planning, securities advice, and insurance product recommendations.

Brian Bardachowski is a financial advisor at Pensinger Financial, Inc. with one year of industry experience. He holds Series 65 and Series 63 licenses and has operated Wisdom Financial, Inc., a mortgage brokerage firm, since 2007 where he serves as owner and mortgage loan originator. Pensinger Financial provides investment advisory and financial planning services to individuals, high-net-worth clients, and small businesses, focusing on long-term investing through indexed equities and fixed income using mutual funds and ETFs. The firm emphasizes documented risk tolerance, regular portfolio monitoring, and annual reviews.

Charles Clemons is a financial advisor with Lexus Wealth Management, holding Series 63 and Series 65 licenses and 17 years of industry experience. He previously worked at EverGreen Capital Management for nine years and has been involved in insurance sales through various carriers since 2009. Lexus Wealth Management serves individual, high-net-worth, and institutional clients, managing approximately $42.3 million across about 279 accounts. The firm employs a combination of fundamental, technical, and modern portfolio theory approaches, focusing on strategic asset allocation and regular portfolio reviews.

Timothy Reeves is the sole advisor at Tim Reeves & Associates in Midlothian, IL, holding a Series 63 designation with 51 years of industry experience. He has worked at Fortune Financial Services, Inc. since 2015 and has operated Tim Reeves & Associates since 1972. Tim Reeves & Associates provides portfolio management for pooled investment vehicles and institutional clients, alongside financial planning services. The firm uses hourly and flat fee arrangements rather than asset-based fees and often recommends mutual funds, variable annuities, and insurance products as part of its advisory approach.

Aaron Vasil is a financial advisor at North South Capital, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with North South Capital since 2009. In addition to his advisory role, he is a partner at Fundamental Financial Group, LLC, where he offers insurance products to securities clients and teaches college courses approximately one night per month. North South Capital serves retail and high-net-worth individuals, businesses, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm employs multiple methods of analysis and goal- and risk-based model allocations, tailoring plans through client interviews and periodic reviews, and combines investment advisory and broker-dealer services with a focus on education and conflict monitoring.

Kristin Sweis is a financial advisor at Paradigm Money Management, LLC with 17 years of industry experience. She holds the Series 66 designation and has previously worked at TD Ameritrade, Inc. and Spotlight Asset Group, Inc. before joining Paradigm in 2020. Paradigm Money Management provides financial planning and retirement-plan advisory services to individuals and business entities, focusing on tiered planning engagements and 3(21) ERISA plan support. The firm acts primarily as a planner and coordinator, recommending third-party managers and advisory platforms while monitoring their alignment with client objectives.

Timothy Shaw is a financial advisor with Gineris Wealth Management, holding Series 63 and Series 65 licenses and over 24 years of industry experience. His career includes roles at Osaic, FNML, Inc., and World Equity Group, Inc. He is also a silent partner and board member of an accounting firm, Gineris & Associates. Gineris Wealth Management serves individual clients and small businesses, offering non-discretionary portfolio management, hourly financial planning, and access to third-party advisory programs. The firm emphasizes diversified asset allocation and long-term investment strategies, recommending model portfolios and third-party sub-advisers while implementing changes only with client approval.

Michael Cameron is a financial advisor at Savant Investment Advisers, Inc. with six years of industry experience. He holds a Series 66 designation and has worked at Savant & Associates, Inc. since 2013. His other business activities include insurance sales focused on fixed annuities and life insurance. Savant provides 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 planning and risk tolerance, offering model and advisor-managed portfolios with continuous monitoring and periodic rebalancing.

Daoran Alabin is a financial advisor at JT Asset Allocation LLC with six years of industry experience. He holds the Series 66 designation and has worked with First Allied Securities, Inc. and Smartcorr Systems Inc. Prior to joining JT Asset Allocation, he has been active in advisory and other business roles since 2016. JT Asset Allocation LLC is a small registered investment adviser that provides discretionary portfolio management and individualized investment plans for private individuals. The firm emphasizes portfolio construction, asset allocation, and active monitoring, employing strategies that include derivatives and both long- and short-term trading.

Raymond Kozicki is a financial advisor with Midwest Financial Network, LLC, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has held positions at EverGreen Capital Management and Horter Investment Management, and has been self-employed since 2009. In addition to advisory work, he operates as an independent insurance agent. Midwest Financial Network serves individual investors, high-net-worth clients, businesses, and retirement-plan sponsors, offering comprehensive financial planning and portfolio management. The firm employs a Core + Satellite investment approach, blending passive and active strategies, and emphasizes client education through seminars and retirement plan consulting.

Stephen Truesdale is a financial advisor at North South Capital, LLC in New Lenox, Illinois, with four years of industry experience. He holds a Series 66 designation and previously worked for CN Railroad for ten years before joining North South Capital in 2021. Outside of advising, he manages a small rental property in Cedar Lake, Indiana. 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 about 120 client accounts. The firm uses multiple methods of analysis and goal- and risk-based model allocations, offering discretionary portfolio management, financial planning, and insurance- and brokerage-related services.