Jerry Sjostrom is the principal of Sjostrom Financial Planning Inc. in Oak Park, IL, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Sjostrom Financial Planning since 2002 and also has a long tenure at THE O.N. Equity Sales Company beginning in 1995. Sjostrom Financial Planning Inc. offers comprehensive financial planning and investment advisory services to individual clients, pension and profit-sharing plans, corporations, charities, estates, and trusts. The firm follows a client-specific planning process emphasizing diversified asset allocation and incorporates pension consulting alongside individual wealth management.

Christine Everett Frantonius is the principal of Everett Wealth Solutions, Inc., an independent advisory firm. She holds Series 63 and Series 65 licenses and has 25 years of experience in the financial industry. Prior to her current role, she has been affiliated with Abraham & Co., Inc. since 2020 and has managed Everett & Associates, Inc., an insurance brokerage, since 1998. She serves as president and independent insurance agent of Everett & Associates, offering life, disability, long-term care insurance, and fixed annuities. Everett Wealth Solutions provides retirement, financial, estate, and college planning along with discretionary portfolio management for a diverse client base including retirees, professionals, families, and small businesses. The firm follows a documented four-step review process to develop individualized financial plans and model portfolios, managing client accounts primarily through securities available on the client’s custodian platform.

David Oosterbaan is the founder of DCO Capital Management LLC in Chicago, IL, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been self-employed since 2009. Outside of his advisory work, he is a managing member of Jackson Partnership LLC, a private fund, and is involved in private real estate investing and consulting on recruiting and business development. DCO Capital Management provides discretionary portfolio management and financial planning to individuals, trusts, estates, foundations, endowments, pension and profit-sharing plans, and charitable organizations. The firm emphasizes a Buffett-style investment approach focused on fundamental research and long-term growth, constructing individualized portfolios based on client-specific factors.

Arun understands the importance of details specific to each client, which includes tax efficiency, a fulfilling retirement, and legacy planning. He also realizes the importance of a client working with a professional on a consistent basis, rather than speaking to a different person each time the client calls an 800 number for support. As some individuals have an affinity for one sport or hobby over another, Arun has a strong affinity for finance. With 10+ years in wealth management, and another several in other industries prior to graduate school, Arun has a strong interest in financial planning and investing. Aside from his practical experience working directly with clients of all ages and backgrounds, Arun has an MBA in Finance from the University of Wisconsin – Madison. In Madison, he honed his technical skills, and then further developed them by obtaining the Chartered Financial Analyst (CFA®) designation, which is considered to be the most rigorous set of exams in the financial industry. Whether looking for a combination of planning and investment management, or just one of those two, Avenue 90 is available to help.

Veronica Cardenas is the principal of Cardenas Asset Management, LLC, an independent firm based in Chicago. She holds Series 63 and Series 65 licenses and has 25 years of industry experience. Since founding her firm in 2000, she has focused on providing investment management and financial planning services. Cardenas Asset Management serves individuals, high-net-worth clients, trusts, estates, charitable institutions, and corporate entities. The firm emphasizes publicly traded equities, ETFs, mutual funds, and fixed-income instruments, using a long-term, quality-focused investment approach with tax-aware strategies and supports in-kind donations of appreciated securities as part of its planning services.

Peigen Tao is the principal of Taos Investment Advisors, LLC in Chicago, IL, holding the CFA® designation along with Series 63 and Series 65 licenses, and has 28 years of industry experience. He has worked with Purshe Kaplan Sterling Investments and operates several affiliated businesses, including an accounting firm and an insurance agency, where he holds management roles. Tao’s other business activities include serving as president of an insurance agency and partner in an accounting firm. Taos Investment Advisors provides financial planning, consulting, and discretionary asset management primarily to individual and high-net-worth clients, as well as small business owners. The firm employs both fundamental and technical analysis and manages approximately $78.9 million in assets across about 116 client relationships.

Nino Lekarczyk is a financial advisor with WealthRidge Investments LLC and holds Series 63 and Series 66 designations. He has seven years of industry experience, including prior roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of advisory work, he owns and leases residential real estate through Taylor and Lake Properties LLC. WealthRidge Investments LLC is an independent firm offering discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, and business entities. The firm employs fundamental and cyclical analysis alongside Modern Portfolio Theory in its investment approach and may use sub-advisors while retaining overall client responsibility.

Scott Wentsel is a CERTIFIED FINANCIAL PLANNER™ with nine years of industry experience and the principal advisor at Wentsel Wealth Management, LLC. He has managed his independent advisory firm since 2016 and has been a professor at DePaul University since 2011. Outside of his advisory work, he serves as a trustee for an investment-related advisory firm. Wentsel Wealth Management provides investment management and financial planning to individuals, high-net-worth households, pension and profit-sharing plans, and charitable organizations. The firm uses a low-cost, globally diversified investment approach centered on asset allocation, combining index-oriented ETFs and mutual funds with selective active management and individual securities, and offers institutional services uncommon for a firm of its size.

James Krebec is a CFP® professional with 28 years of industry experience, currently serving as the sole advisor at CIC Investment Consultants, LLC since 2003. He holds Series 63 and Series 65 licenses and maintains an Arkansas insurance license, though he spends no meaningful time in the insurance business. CIC Investment Consultants provides investment management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management, written financial plans, and advisory services on private securities and alternative investments, using a variety of analytical methods and strategies tailored to client goals and risk tolerance.

Timothy Quinn is a CFP® professional with 26 years of experience in financial planning. He is the principal of Quinn Financial Planning, LLC, an independent firm he founded in 2009. In addition to his advisory role, he is a partner at GT Tax & Business Services, LLC, where he provides tax advice, planning, and preparation. Quinn Financial Planning serves individuals, trusts, and qualified retirement plans with discretionary investment management and comprehensive financial planning, including retirement, estate, insurance, college, and tax planning. The firm uses a structured, risk-based asset allocation process and offers limited pension consulting focused on investment planning and asset allocation for small businesses.

Kevin Yu is a CFP® and CFA® charterholder with 20 years of experience in financial advisory. He has led Yunistone Investment Group, LLC since its founding in 2009. The firm provides investment advisory and management services to high-net-worth individuals and institutional clients, focusing on long-term, globally diversified, and tax-efficient portfolios using a core-satellite approach that combines passive index and ETF exposures with actively managed funds.

Edward Grudowski is a financial advisor at Personal Financial Management, Inc. in Orland Park, IL, with 27 years of industry experience. He holds the PFS™ designation and Series 65 license and has been with Personal Financial Management, Inc. since 1997. In addition to his advisory role, he operates an independent accounting practice as a Certified Public Accountant. Personal Financial Management, Inc. provides investment advisory services primarily to individuals, trusts, and estates, focusing on personalized portfolio management and limited-scope investment consulting. The firm develops individualized investment policies based on client goals and risk tolerance and employs fundamental, mutual fund/ETF, and technical analysis in portfolio implementation.

Sam Macaluso is the founder and principal of Ripple Ridge Enterprises LLC, an independent advisory firm. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. In addition to his advisory work, he operates an independent insurance agency and a CPA firm, SAM D. Macaluso & Associates, which provides accounting and tax-preparation services. Ripple Ridge Enterprises serves individual and high-net-worth clients with financial planning, portfolio management, and retirement plan consulting. The firm employs an asset-allocation approach and utilizes a range of investments, including mutual funds, ETFs, private placements, and non-traded real estate investment trusts.

Edwin Cogan is a financial advisor at Steeplechase Investments with 28 years of industry experience. He has been with Steeplechase Investments since 1994. Steeplechase Investments provides discretionary portfolio management primarily to individual clients, focusing on direct investments in stocks, bonds, and exchange-traded funds. The firm employs an active, tactical approach that adjusts between capital appreciation and preservation based on macroeconomic analysis and technical chart patterns, tailoring portfolios to clients’ age and income needs.

Robert Wall is a financial advisor with Wall Investment Group, Inc. in Orland Park, IL. He holds a Series 65 designation and has 23 years of industry experience, having been with Wall Investment Group since 2003. Wall Investment Group provides discretionary investment supervisory services and portfolio management to individuals, businesses, qualified pension and profit-sharing plans, charitable organizations, and trusts. The firm emphasizes strategic asset allocation and combines fundamental and technical analysis in security selection, conducting formal account reviews at least quarterly.

Kurt Schultz is a financial advisor at ATIS, Inc. in Highland, Indiana, with 33 years of industry experience. He has held Series 63 and Series 66 designations and has been with ATIS, Inc. since 2009. Outside of his advisory role, he is a 20% partner in Evolution Investments, LLC, which manages office facilities and a professional condo association. ATIS, Inc. serves individual investors and trusts, focusing on IRA rollovers and offering portfolio management, retirement, estate, and legacy planning. The firm emphasizes asset allocation and diversification through predetermined mutual fund and ETF models, primarily managing assets on a non-discretionary basis within wrap-fee programs delivered via RBC-sponsored platforms.

John Crawford is a financial advisor at Copperwood Financial with 15 years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC and Horizon Wealth Management. Copperwood Financial provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and small businesses, with a specialty practice for athletes under the Pro Athlete Wealth brand. The firm manages client portfolios on a discretionary, tactical allocation basis and offers qualified retirement plan consulting, including ERISA Section 3(38) fiduciary services.

David Gosnell is a CFA® charterholder with 18 years of experience at New England Research & Management, Inc. He is based in Chicago, IL and has been with the firm since 2008. New England Research & Management provides discretionary investment management primarily to high-net-worth individuals and families, managing a range of account types including trusts, retirement plans, and estates. The firm customizes portfolios to individual client objectives, managing each account separately and employing diverse instruments such as exchange-listed securities, ETFs, and derivatives.

Cynthia Menker is a CFP® with 24 years of industry experience, currently serving at Contour Financial since 2001. She holds a Series 65 license and is based in Orland Park, IL. Contour Financial serves individual households focusing on retirement planning and investment management for clients who are not high-net-worth. The firm emphasizes diversified portfolios using mutual funds and ETFs, combines investment oversight with comprehensive financial planning services, and operates as a fee-only fiduciary under the NAPFA code.

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.