David Fortosis is a CFP® with 13 years of industry experience, currently serving as the sole advisor at Heritage Wealth since 2021. His prior experience includes roles at LPL Financial LLC and Northwestern Mutual in various capacities related to wealth management and insurance. He is also a licensed insurance agent involved in insurance sales. Heritage Wealth is an independent registered investment adviser managing approximately $37 million for individual and high-net-worth clients. The firm offers subscription financial planning, discretionary portfolio management using model portfolios with customization, and financial consulting services, incorporating strategic and tactical asset allocation alongside modern portfolio theory.

Mark Hines is a financial advisor with Herrick Lake Investments LLC in Naperville, IL, holding Series 63 and Series 65 licenses and having nine years of industry experience. Prior to founding Herrick Lake in 2021, he worked five years at Left Brain Wealth Management and has been involved with Blue Harbinger Research, an independent investment research company he founded, since 2015. He also serves as volunteer treasurer for the Society of Saint Vincent de Paul Saints Peter and Paul Conference, a nonprofit organization in Naperville. Herrick Lake Investments provides portfolio management and financial planning services to individual and high-net-worth clients, employing a range of analytical methods and investment strategies including long-term trading, margin, and options. The firm emphasizes documented client objectives and risk tolerance and utilizes less common investment vehicles such as private placements and venture capital.

Alexander Koynoff is a financial advisor at ATK Financial Prosperity with a Series 65 designation and three years of industry experience. He previously worked at Zurich North America, Northwestern University, and Northern Trust. ATK Financial Prosperity is an independent, single-advisor registered investment adviser serving individuals and high-net-worth clients with financial planning and discretionary portfolio management. The firm’s investment approach emphasizes Modern Portfolio Theory and primarily passive portfolios constructed with index mutual funds and ETFs, supplemented by fundamental, technical, cyclical, and charting analysis.

Brandon Schabell is the sole advisor at Schabell Financial, LLC, holding a Series 65 credential with one year of industry experience. He has prior experience in various business ventures, including ownership of a tax preparation service and a software/data-consulting practice. Schabell is also employed full-time outside of his advisory firm. Schabell Financial, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and legal entities, with a long-term, goals-based investment approach using diversified, low-cost funds and tailored asset allocation. The firm incorporates fundamental analysis, portfolio risk models, and tax-aware techniques, offering planning services as separate engagements and sometimes serves as a sub-advisor to other RIAs.

Phillip Baumann is a financial advisor at Independent Investment Advisor, LLC with a Series 65 designation and two years of industry experience. He has worked at BL Management One, LLC since 2017 and previously spent ten years with Windy City Harley Davidson. Outside of his advisory role, Baumann also provides accounting services. Independent Investment Advisor, LLC is a state-registered investment adviser serving individuals, high-net-worth clients, and business entities. The firm employs a multifaceted investment approach that includes charting, fundamental, quantitative, and technical analysis, offering discretionary portfolio management tailored to clients’ documented risk tolerance and asset allocation.

Daniel Henry is a financial advisor at Endeavor Capital Management, LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Securities from 2007 to 2019 before joining IHT Wealth Management LLC in 2020. Outside of investment management, he is involved in training and onboarding new hires at Vedder Price, PC. Endeavor Capital Management provides discretionary investment management and sub-advisory services to high-net-worth individuals, legal entities, corporations, and other registered investment advisers. The firm employs a combination of fundamental valuation, technical analysis, and dividend-growth assessments to manage concentrated, long-term equity portfolios alongside passive asset allocation strategies.

Jeffrey Roberts is a CFA® charterholder and holds a Series 66 license with 25 years of industry experience. He has worked at North Forty Investment Advisors LLC since 2019 and previously spent 13 years at J.P. Morgan Chase Bank, NA. North Forty Investment Advisors LLC serves individual and high-net-worth clients, including IRAs, trusts, foundations, and estates. The firm offers wealth advisory, discretionary and non-discretionary portfolio management, and project-based financial consulting, emphasizing asset allocation and third-party manager selection through tiered service levels.

Robert Mesch is a CFP® with 38 years of industry experience. He is the principal of Intuitive Wealth Management, LLC, an independent advisory firm he has led since 2018, following 17 years at Linsco/Private Ledger Corp operating under the same dba. He is also a licensed insurance agent. Intuitive Wealth Management serves individual clients by providing tailored investment advisory and asset management services, including discretionary and non-discretionary managed accounts. The firm customizes portfolios based on clients’ goals and risk tolerances, employing various strategies and conducting quarterly account reviews directly by the principal.

John Stanton is the sole advisor at Stanton Group Wealth Partners, Inc. in Naperville, IL, holding Series 63 and Series 66 licenses with 21 years of industry experience. He previously spent 11 years at Seacrest Wealth Management, LLC. Stanton is also a licensed insurance agent specializing in life, long-term care, and fixed annuities. Stanton Group Wealth Partners, Inc. is a newly formed investment adviser providing wealth management, financial planning, and retirement-plan advice to high-net-worth individuals, trusts, estates, and businesses. The firm uses a combination of fundamental and technical analysis to construct tailored strategy portfolios and offers a range of planning services including pension consulting and 401(k) reviews.

David Toellen is a financial advisor at Toellen Capital Management, LLC with 10 years of industry experience. He previously worked for First Trust Portfolios L.P. for ten years before founding his independent firm. Toellen Capital Management, LLC provides investment advisory services and managed accounts to individuals and high-net-worth clients. The firm offers tailored portfolio management and written investment strategies across multiple asset classes, employing asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term purchase strategies aligned with client risk tolerance and time horizons.

Kyle Long is the principal of Long Planning, LLC, an independent advisory firm based in Geneva, Illinois. He holds a Series 66 designation and has eight years of industry experience. Prior to founding Long Planning, Kyle worked at Inspire Advisors, LLC and D.L. Purvine, PLLC, where he is also employed as a CPA. He owns a public accounting firm, Kyle Long, CPA, and occasionally refers clients between his advisory and accounting practices without compensation. Long Planning provides fee-only investment advisory and financial planning services to both individual and institutional clients, including pension plans and charitable organizations. The firm combines passive and active investment strategies, employs fundamental and technical analysis, and offers discretionary portfolio management and pension consulting services. Its operational affiliation with a public accounting practice distinguishes it within the independent advisory community.

Robert Skinner is the principal of Skinner Advisory, LTD., an independent registered investment adviser based in Wheaton, IL. He holds a Series 65 designation and has 28 years of industry experience. He has operated Skinner Advisory since 1993. Outside of advisory work, he is president and co-owner of Lindstrom Antique Mall, a retail and residential rental business in Minnesota. Skinner Advisory primarily serves individual clients by managing taxable accounts, retirement accounts, and trusts, with occasional advisory services for corporate pension and profit-sharing plans. The firm focuses on no-load mutual funds and ETFs, conducting regular portfolio reviews and providing clients with quarterly reports and an annual review conference.

Glenn Cackovic is the sole advisor at GlobalMacro Capital Management, LLC in Wheaton, IL, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has been leading GlobalMacro Capital Management since 2012 and is also involved with GlobalMacro Partners, LLC, Globalmacro Consulting, LLC, and Globalmacro, LLC, all of which he has been affiliated with for over a decade. GlobalMacro Capital Management provides investment management and retirement planning services to individuals, institutions, and businesses, employing a global, multi-asset class investment approach that integrates macroeconomic, fundamental, and quantitative analysis. The firm offers a range of strategies including risk-based core allocations and alternative-focused options, and serves qualified retirement plans with fiduciary advisory services, distinguishing itself among independent advisors through its institutional portfolio management and integrated consulting capabilities.

Chwei Guang Chiou is a financial advisor at Momentum FinTech LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Momentum FinTech since 2018, following two years at Ausdal Financial Partners, INC. Outside of his advisory role, Chiou serves in several leadership positions within Taiwanese-American cultural and nonprofit organizations, including Treasurer of the Taiwanese American Chamber of Commerce of Greater Chicago and board member of the Friends of Taiwan Foundation. Momentum FinTech LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a blend of charting, fundamental, and technical analysis across a range of strategies, including long-term holdings and active trading techniques such as short sales and options, managing approximately $7.35 million across 33 client relationships.

Jennifer Sanchez is a CFP® professional with 18 years of industry experience and over 26 years as a self-employed advisor. She is principal of Integral Financial Planning LLC in Naperville, IL. In addition to financial advising, she provides personal income tax preparation services during the first four months of each year. Integral Financial Planning LLC serves individuals, including high-net-worth clients, as well as trusts and estates, offering personalized financial planning, comprehensive wealth management, and integrated income tax preparation. The firm focuses on mutual funds and exchange-traded funds, applies fundamental analysis and modern portfolio theory, and typically manages client accounts on a non-discretionary basis.

Nathaniel Tanney is a financial advisor at Convexity Investments LLC in Naperville, IL, holding a Series 65 designation with four years of industry experience. He has worked at Convexity Investments since 2021 and has been a commodities trader for a proprietary trading firm since 2009, a role from which he receives no commissions. Convexity Investments provides portfolio management and financial planning services to individual clients, including retail and high-net-worth households, managing approximately $2.7 million across a small client base. The firm employs both cyclical and quantitative analysis with a mix of long-term and short-term trading, primarily in equities and exchange-traded funds, and operates with discretionary trading authority on client accounts.

Himanshu Patel is the sole advisor at Lakshmi Wealth Management LLC in Naperville, IL, holding a Series 65 designation with 11 years of industry experience. He has led Lakshmi Wealth Management since 2009. Outside of his advisory work, he provides occasional consulting on insurance carrier business through an expert network firm. Lakshmi Wealth Management serves individual investors and trusts, offering personalized financial planning and discretionary portfolio management. The firm employs actively managed, customized portfolios and uses a range of instruments, including options and derivatives, to manage risk and pursue returns.

Angela Major Hart is a CFP® professional with four years of industry experience, currently serving as the principal advisor at Veridian Private Wealth Management. She has held previous roles at Byline Bank, Northern Trust Securities, Northern Trust Bank, and First Midwest Bank. Ms. Hart is also a licensed attorney and an active member of the Illinois Bar. Veridian Private Wealth Management offers discretionary investment management and qualified retirement plan consulting to high-net-worth individuals, families, trusts, estates, businesses, charities, and employee benefit plans. The firm employs a strategic asset allocation framework with a proprietary methodology emphasizing diversification and provides ERISA fiduciary services uncommon among independent advisors.

Kristopher Kalish is a financial advisor with The Kalish Group in Aurora, Illinois, holding a Series 66 designation and eight years of industry experience. He previously worked at Bank of America and Merrill before founding The Kalish Group. The Kalish Group is a state-registered advisory firm serving high-net-worth individuals, families, trusts, estates, businesses, and charitable organizations. The firm manages approximately $29.1 million across about 27 client relationships, using a proprietary strategic asset-allocation methodology and a variety of investment vehicles, with ongoing monitoring and rebalancing tailored to each client.

Michael Cantlon is a financial advisor with Cantlon Financial Planning LLC in St. Charles, IL, holding a Series 63 designation and 13 years of industry experience. He has been with Cantlon Financial Planning since 2012 and has worked as a self-employed financial planner since 1983. Cantlon is licensed to sell life, accident, fire, and casualty insurance. Cantlon Financial Planning LLC provides personalized financial planning and discretionary asset management to individuals, trusts, estates, and charitable organizations. The firm uses client-specific investment programs with fundamental analysis and offers strategies including option writing and derivatives, managing approximately $125 million as of the end of 2025.