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.

John Lyon is a CFA charterholder with nine years of industry experience. He is currently with Lyon Capital Management, LLC, where he has worked since 2023. Prior to that, he held positions at Algebris Investments, Vaughan Nelson Investment Management, Sirios Capital Management, Chicago Booth School of Business, Wells Capital Management, and Ned Davis Research, Inc. Lyon Capital Management provides discretionary portfolio management and incidental financial planning to individuals, corporate retirement plans, trusts, estates, organizations, and small businesses. The firm employs a value-contrarian investment approach using fundamental and technical analysis to build diversified portfolios with an emphasis on asset allocation to limit downside risk.

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.

Kaitlyn Hedger is a financial advisor at PrairieView Wealth & Tax Advisors with three years of industry experience. She holds a Series 65 designation and has worked at PrairieView Wealth Partners since 2023. Her prior experience includes roles at Midwest Legacy Group, LLC and The Millennium Group, Where Service Matters. PrairieView Wealth & Tax Advisors provides personalized financial planning and portfolio management services to individuals, families, family offices, trusts, estates, private foundations, and businesses. The firm integrates tax-preparation services through an affiliated entity and uses a fundamental analysis approach to build customized investment portfolios that may include mutual funds, ETFs, individual equities, and other assets.

Kevin Griffin is a CFP® professional with 10 years of experience in financial advising. He has been with Griffin Financial Advisors, LLC since 2016. The firm serves individuals, families, trusts, small businesses, and pension plans, offering personalized financial planning and portfolio management tailored to clients’ objectives and risk tolerance. Griffin Financial Advisors combines fundamental, technical, and cyclical analysis in its investment approach and provides periodic reviews and documented financial plans through a seven-step process.

Christian Crum is a financial advisor at Midwest Investment and Retirement Management, Inc. with seven years of industry experience. He holds a Series 65 designation and previously worked at Indiana University for six years. Christian also maintains a role at Midwest Wealth Builders, Inc., where he has been active for over a decade. Midwest Investment and Retirement Management, Inc. serves individual and high-net-worth households by providing discretionary portfolio management across equities, bonds, mutual funds, and other securities. The firm emphasizes long-term, diversified, balanced allocations tailored to clients’ risk tolerance and offers retirement planning support alongside educational seminars.

Gary Crum is a financial advisor at Midwest Investment and Retirement Management, Inc. with 12 years of industry experience. He holds a Series 65 designation and has worked at Midwest Investment and Retirement Management since 2013, as well as at The Retirement Store Inc. since 2024. Prior to his advisory roles, he was employed at Indiana Wesleyan University for nine years. Midwest Investment and Retirement Management, Inc. serves individual and high-net-worth households with discretionary portfolio management across various asset classes and offers retirement planning support and educational seminars. The firm focuses on long-term, diversified, balanced allocations tailored to client risk tolerance, managing most accounts on a discretionary basis while allowing written investment restrictions.

David Latko is a financial advisor with Latko Wealth Management, Ltd. in Frankfort, IL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Latko Wealth Management since 2016 and has worked at LPL Financial since 1989. Outside of his advisory work, he runs Latko Media Enterprises Ltd., which encompasses his book writing, magazine writing, radio show, seminars, and public speaking. Latko Wealth Management provides discretionary and non-discretionary investment advisory services, financial planning, and hourly consulting primarily to individual clients, including high-net-worth households, as well as foundations, endowments, and corporate clients. The firm uses a personalized, goal-based process and offers portfolios with a range of asset types, monitored and rebalanced periodically with options for discretionary or non-discretionary management.

Jay Faler is a financial advisor at Providence Wealth Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at Standard Bank & Trust from 2012 to 2016 before joining Providence Wealth Advisors in 2017. Providence Wealth Advisors is an SEC-registered investment adviser that provides portfolio management, financial planning, and estate-planning advice to individuals, trusts, retirement plans, and government entities. The firm serves a range of clients including high-net-worth individuals and uses asset-allocation models based on modern portfolio theory to construct diversified portfolios.

Douglas Degroot is a CFP® with 15 years of industry experience and has been with Providence Wealth Advisors, LLC since 2010. He holds a Series 65 license and is based in Frankfort, IL. Providence Wealth Advisors, LLC is an SEC-registered investment adviser that provides portfolio management, financial planning, and estate-planning services to individuals, trusts, retirement plans, and government entities. The firm uses asset-allocation models based on modern portfolio theory to build diversified portfolios and serves a range of clients including high-net-worth individuals, offering financial planning at no additional charge.

Felicia Gates is a financial advisor at Polaris Wealth Management, LLC with five years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside of financial advising, she serves as an accountant for the Samuel Dewitt Proctor Conference, a nonprofit focused on human rights and social justice. Polaris Wealth Management advises individual investors and retirement plans through discretionary portfolio management, customized financial planning, and pension consulting. The firm applies modern portfolio theory to asset allocation and offers educational seminars for retirement plan clients.

Steven Jacobson is a financial advisor with Chicago Investment Advisory Group, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. He has been with the firm since 2006. Outside of his advisory role, he is also a licensed fixed insurance agent. Chicago Investment Advisory Group provides discretionary portfolio management and pension consulting for individuals, high-net-worth clients, trusts, estates, corporations, and employer retirement plans. The firm employs diversified, asset-allocation driven strategies supported by fundamental, technical, and cyclical analysis, offering both long-term buy-and-hold and active trading approaches.

Joseph Dawczak is a financial advisor at Chicago Investment Advisory Group with 14 years of industry experience. He holds a Series 66 designation and has been with the firm since 2011. Outside of advising, he is a general partner in a real estate partnership where he handles bookkeeping and shares in profits and losses. Chicago Investment Advisory Group provides discretionary portfolio management and pension consulting to individuals, high-net-worth investors, trusts, estates, corporations, and employer retirement plans. The firm employs diversified, asset-allocation driven strategies using fundamental, technical, and cyclical analysis, and offers financial consulting and independent research while coordinating with clients’ outside professionals.

Eric Grant is a financial advisor with Polaris Wealth Management, LLC in Flossmoor, IL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Lion Street Financial and FSC Securities Corporation. Grant hosts a weekly current news talk radio show and serves as a founding board member of The Mecca Society, a fundraising 501(c)(3) supporting Howard University. Polaris Wealth Management advises individual investors and retirement plans with discretionary portfolio management, customized financial plans, and pension consulting. The firm employs modern portfolio theory to tailor asset allocations and utilizes a broad range of securities and strategies, while also providing educational seminars for retirement plan clients.

Eric Jacobsen is a financial advisor at Chicago Investment Advisory Group with six years of industry experience. He holds a Series 65 designation and has worked with Chicago Investment Advisory Group since 2019. Prior to his advisory role, he was employed at White Mountain Golf Park and studied at the University of Illinois Urbana-Champaign. Jacobsen is also licensed to sell life and health insurance. Chicago Investment Advisory Group provides discretionary portfolio management and financial consulting to a diverse client base, including individuals, pension plans, trusts, and business entities. The firm employs an asset-allocation approach that incorporates multiple analytical methods and offers both long-term and active trading strategies tailored to client objectives.

Brian Granato is a Series 65-licensed financial advisor with Providence Wealth Advisors, LLC, where he has worked since 2010. He has 15 years of industry experience. Providence Wealth Advisors, LLC is an SEC-registered investment adviser that provides discretionary and non-discretionary portfolio management, financial planning, and estate-planning advice to individuals, trusts, retirement plans, and government entities. The firm serves a range of clients, including high-net-worth individuals, and uses asset-allocation models based on modern portfolio theory to construct diversified portfolios.

Thomas O'Shaughnessy III is a CFP® professional with 11 years of industry experience, currently serving with Polaris Wealth Management, LLC since 2020. His prior roles include positions at Marcum Financial Services LLC and Raymond James Financial Services Advisors Inc. He is a part owner of SASI, Inc., a third-party administration firm focused on plan consulting and qualified plan administrative activities. Polaris Wealth Management advises individual investors and retirement plans through discretionary portfolio management, custom financial planning, and pension consulting. The firm uses modern portfolio theory and tailored asset allocation while offering educational seminars and maintaining fiduciary standards for retirement accounts.

Howard Ramsamugh is a financial advisor at Polaris Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Integrity Alliance, LLC, Lion Street Advisors, Lion Street Financial, and FSC. In addition to his advisory role, he produces and shares articles on financial and lifestyle issues through his own firm, Howard Ramsamugh Inc. Polaris Wealth Management serves individual investors and retirement plans with discretionary portfolio management, customized financial planning, and pension consulting. The firm employs modern portfolio theory and tailored asset allocation, offering a broad range of security types and educational workshops for retirement clients.

David Walle is a CFA® charterholder with 18 years at Horizon Investment Services, LLC, based in Hammond, IN. He has seven years of industry experience and works within a six-advisor team at the firm. Horizon Investment Services provides discretionary investment advisory and sub-advisory services to individuals, retirement plans, trusts, foundations, business entities, and financial intermediaries. The firm employs a proprietary quantitative stock-rating system alongside fundamental research to manage client portfolios and model portfolios used by other financial institutions.

Matthew Komer is a financial advisor at Kera Capital Partners with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Guggenheim Funds Distributors, LLC for six years before joining Kera Capital Partners in 2022. Kera Capital Partners manages over $1.3 billion and serves individual clients, foundations, trusts, retirement plans, corporations, and pooled investment vehicles. The firm employs a combination of fundamental and quantitative analysis with an outcomes-oriented asset allocation framework, and it is notable for its active management of private pooled vehicles alongside client accounts.