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.

Eliseo Jojo Prisno is a financial advisor at P/E Capital Investments with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has served in senior roles at P/E Capital Investment Management Partners since 2014. P/E Capital provides discretionary investment management and advisory services to individuals, trusts, charitable organizations, corporations, and retirement accounts. The firm employs a total-return oriented approach using quantitative, fundamental, technical, and cyclical analysis, offering diverse strategies including model portfolios, a fund-of-funds solution via Ameritas separate accounts, and a technology-focused growth hedge program executed through Interactive Brokers.

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.

Joann May is a CFP® and PFS™ credentialed financial advisor with 19 years of industry experience. She has been with Forest Asset Management LLC since 2006. In addition to her advisory role, she serves as a general partner in an investment club, Riverside Fund Money Club, since 1995. Forest Asset Management LLC provides discretionary portfolio management and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm follows a long-term, asset-allocation-driven investment approach using primarily passive and evidence-based funds, supported by written investment policy statements and portfolio modeling techniques.

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.

Michael Parianos is a financial advisor at Atis, Inc with a Series 66 credential and one year of industry experience. His background includes roles at Indiana University Northwest, Napelton Nissan, and Lake Central High School prior to joining Atis. Atis, Inc. serves individual investors and trusts, focusing on IRA rollovers and offering portfolio management along with financial, retirement, estate, and legacy planning. The firm utilizes fundamental and technical analysis with an emphasis on asset allocation and diversification through predetermined mutual fund and ETF models, primarily managing assets on a non-discretionary basis.

Joseph Mastej is a financial advisor at Atis, Inc with nine years of industry experience. He holds a Series 66 designation and has been with Atis since 2016. Atis, Inc serves individual investors and trusts, focusing on IRA rollovers and providing portfolio management, financial, retirement, estate, and legacy planning services. The firm primarily uses wrap-fee programs through RBC-sponsored platforms, emphasizing asset allocation and diversification with predetermined mutual fund and ETF models, and operates largely on a non-discretionary basis.

John Evanich is a financial advisor at Atis, Inc with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Atis, Inc since 2009. Outside of his advisory role, he is the managing partner of Evolution Investments, LLC, which manages office facilities and a professional condo association. Atis, Inc serves individual investors and trusts, focusing largely on IRA rollovers. The firm provides portfolio management and planning services through wrap-fee programs on RBC-sponsored platforms, using both fundamental and technical analysis with an emphasis on asset allocation and diversification.

Raymond Kozicki is a financial advisor at Midwest Financial Network, LLC with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at EverGreen Capital Management and Horter Investment Management. Outside of his advisory role, he operates as an independent insurance agent. Midwest Financial Network serves individual clients, including high-net-worth households, as well as businesses and retirement plan sponsors. The firm employs a Core + Satellite investment approach, offers both comprehensive and modular financial planning, and provides educational seminars, outsourced portfolio management, and consulting services to other advisers and institutional clients.

Jennifer Johnson is the principal of Pinelight Financial PLLC, an independent registered investment adviser based in Riverside, Illinois. She holds a Series 65 credential and has one year of experience in the financial advisory industry. Prior to founding Pinelight Financial, she worked for 16 years at the Social Security Administration. Johnson is also a licensed CPA and offers accounting and tax preparation services under a separate engagement. Pinelight Financial serves individuals, high-net-worth households, businesses, retirement and pension plans, and selected institutional clients. The firm provides comprehensive financial planning and portfolio management using a mix of active and passive strategies tailored to client objectives, and it combines its advisory services with an affiliated accounting practice and pension consulting.

Joel Poortenga is a financial advisor at GPS Financial Group, LLC with 15 years of industry experience. He holds the Series 66 designation and has been with GPS Financial Group since 2016. The firm provides portfolio management, financial planning, and pension consulting services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. GPS Financial Group manages approximately $64 million in assets using a two-advisor structure and applies modern portfolio theory with a long-term trading approach, typically managing accounts on a discretionary basis.

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

Michael Klenn is a CFA® charterholder with one year of experience currently with Significance Capital Management LLC. He previously worked at Allspring Global Investments for three years and Calamos Investments for two years, with prior roles at Timpani Capital Management and periods of unemployment. Significance Capital Management LLC is an independent investment adviser that provides discretionary portfolio management to individuals and high-net-worth clients. The firm employs its Enhanced Alpha Strategy, which tactically allocates among large-cap equities using a combination of fundamental, quantitative, factor, and technical analyses, and serves as sub-adviser to the Significance Capital Enhanced Alpha ETF.

Jay Plourde is a financial advisor at Joseph Wealth Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Riposte Capital and Wedbush Securities. Plourde serves on the boards of two nonprofit organizations: Joseph Business School in Forest Park, Illinois, and Kenneth Copeland Ministries in Fort Worth, Texas. Joseph Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations. The firm manages approximately $17.6 million in client assets and employs a mix of analytical approaches, including fundamental, technical, and modern portfolio theory, to tailor portfolios to client objectives and risk tolerances.

Lisa Cameron is a financial advisor with Savant Investment Advisers, Inc. She holds a Series 66 credential and has 21 years of industry experience. Cameron has been with Savant & Associates, Inc. and Royal Alliance Associates, Inc. since 2004 and also owns a CPA practice where she prepares income taxes. She serves as adjunct faculty at Moraine Valley Community College and is involved in consulting through Results Now, Inc. Savant Investment Advisers provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, trusts, and business entities. The firm’s investment approach emphasizes asset allocation, risk tolerance assessment, and continuous portfolio monitoring, utilizing model and advisor-managed portfolios with a variety of investment products.

Robert Kristof is a financial advisor at Casey Wealth Management, Inc. in Orland Park, Illinois, with 20 years of industry experience. He holds a Series 66 designation and has worked at Sammons Securities Company, LLC since 2009 while also maintaining his role at Casey Wealth Management since 2005. Casey Wealth Management, founded in 2002, provides customized financial planning, consulting, and investment management primarily to individual clients and occasionally to pension and profit-sharing plans. The firm employs fundamental security analysis and a buy-and-hold strategy with quarterly portfolio reviews, managing non-discretionary assets without focusing on high-net-worth households.

Brittany Boma is a financial advisor at Joseph Wealth Management, LLC with four years of industry experience. She holds a Series 66 designation and also operates BOMA LLC, a law contract review firm where she works as an attorney. Prior to joining Joseph Wealth Management, she has held roles at Joseph Eden Capital, CTA, and the City of Chicago. Joseph Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations. The firm manages approximately $17.6 million in discretionary client assets and employs a mix of fundamental, technical, cyclical, and modern portfolio theory approaches, including more active strategies such as short-term options trading for suitable accounts.