Jeffrey Kabbe is a financial advisor at Blue Cedar Advisors LLC with five years of industry experience. He holds a Series 65 designation and is also the managing partner of Kabbe Law Group, LLC, a law firm specializing in estate planning and elder law. Blue Cedar Advisors LLC provides portfolio management and integrated financial planning services primarily to high-net-worth individuals, utilizing a variety of analytical methods and a long-term trading orientation to guide discretionary investment decisions.

Venkatakrishna Vedam is a financial advisor with V2 Financial Group, LLC, holding a Series 65 credential and 19 years of industry experience. He has been with V2 Financial Group since 2006 and also works as a mortgage consultant and loan officer at ABS Home Mortgage, where he has been involved since 2004. Additionally, Vedam serves as president of Millennium Financial and Business Services, Inc., providing business consulting to small businesses. V2 Financial Group is a registered investment adviser serving individual and small-business clients, including high-net-worth individuals, with discretionary asset management and personalized portfolio construction. The firm combines modern portfolio theory with macroeconomic, technical, and behavioral analysis to manage multi-hundred-million dollar portfolios across various asset classes.

Thomas Gavin IV is a financial advisor at GW Asset Management LLC with one year of industry experience. He holds a Series 66 designation and has worked at a range of firms including Gar Wood Securities, LLC, DeFonseka, LLC, and Cannatrac Financial Corp. Outside of his advisory role, he has involvement with consulting and technology companies. GW Asset Management is a state-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides model portfolios and portfolio management driven by strategic and tactical quantitative analysis, using a mix of ETFs, equities, corporate debt, mutual funds, and occasionally alternative investments.

Brian Dress is a financial advisor at Left Brain Wealth Management, LLC in Naperville, Illinois, holding a Series 65 designation with five years of industry experience. He has worked at Left Brain Wealth Management since 2018 and was previously employed at AE Trading from 2012 to 2018. Left Brain Wealth Management serves individuals, trusts, corporations, retirement plans, and tax-exempt entities with discretionary asset management and financial planning services. The firm uses a proprietary platform combining fundamental, technical, and quantitative analysis to tailor investment advice to client objectives and manages both individual and pooled accounts.

Greg Rutherford is a CFP® professional with six years of industry experience, currently serving at Sound Asset Management, Inc. He has been with the firm since 2009. Sound Asset Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and small businesses. The firm provides personalized financial planning and investment management on a fee-only basis, emphasizing strategic asset allocation and global diversification.

Venkatram Krishnamurthy is a financial advisor at V2 Financial Group, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with V2 Financial Group since 2006. In addition to his advisory role, he has been involved with the College of Lake County since 2004. V2 Financial Group serves individual and small-business clients, including high-net-worth individuals, offering discretionary asset management and personalized portfolio construction. The firm combines modern portfolio theory with macroeconomic, technical, and behavioral analysis to manage multi-hundred-million dollar client assets through strategic and tactical investment approaches.

Ibrahim Galaria is the principal of Galaria Capital Management, LLC in Naperville, IL, holding the ChFC® designation and Series 66 license with 23 years of industry experience. He has been with Galaria Capital Management since 1994. Outside of advisory work, he manages a family-owned medical office property in Virginia. Galaria Capital Management provides asset management and investment planning services to individuals, families, trusts, small businesses, and employer retirement plans. The firm emphasizes customized strategies based on client age, time horizon, and risk tolerance, focusing on asset allocation, diversification, and accommodating faith-based or socially conscious preferences when practicable.

Brett Rentmeester is a CFA® charterholder and president of Windrock Wealth Management in Naperville, IL, with 13 years of industry experience. He was previously employed by Altair Advisers, a Chicago-based investment advisor, until early 2013. Rentmeester is also a partial owner of Iridius Investment Advisors LLC, a private fund advisory firm focused on real estate, cross-border, and financial services investments. Windrock Wealth Management serves high-net-worth individuals, family offices, and retirement-plan sponsors by providing discretionary portfolio management, family office solutions, and fiduciary retirement-plan consulting. The firm emphasizes a macroeconomic, multi-year asset-allocation framework and offers clients access to private investment opportunities alongside traditional advisory services.

Roger Kadisak is a CFP® and Series 65-licensed advisor with 27 years of industry experience. He has been with Kadisak Financial Services, Inc. since 1995. The firm provides discretionary investment management and financial planning to both high-net-worth and non-HNW individual and trust clients. Kadisak Financial Services manages approximately $65.5 million across about 77 client relationships, using an actively managed, tactical asset-allocation approach focused on diversified mutual funds and ETFs.

Alzena Saleem is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Galaria Capital Management, LLC since 2012. She holds Series 63 and Series 65 licenses and is based in Naperville, IL. Galaria Capital Management provides asset management and investment planning services to individuals, families, trusts, small businesses, and employer retirement plans. The firm emphasizes customized strategies based on client age, time horizon, and risk tolerance, focusing on asset allocation and diversification across various investment styles and sectors.

Daniel De Boer is a Series 65 credentialed financial advisor at Cruz Investments & Wealth Management with one year of industry experience. Prior to joining the firm, he worked at Aurora University and Kaneland School District 302. Cruz Investments & Wealth Management serves pooled investment vehicles and institutional clients, offering financial planning, qualified plan management, and third-party investment adviser selection and monitoring. The firm’s approach focuses on asset allocation informed by external research, with portfolio management handled by third-party advisers on a non-discretionary basis.

Christopher Daniels is a financial advisor at Advanced Planning Advisors Group Inc. with 19 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Nuveen Securities, LLC and LPL Financial LLC. Daniels is also the managing member and owner of Daniels Asset Capital LLC, a non-investment related business. Advanced Planning Advisors Group Inc. provides investment advisory services to individuals, high-net-worth clients, trusts, and estates through a co-advisor arrangement and financial planning at no additional cost. The firm refers assets to an SEC-registered third-party manager that handles portfolio management and custodial services, while assisting clients with model selection and tailoring strategies based on comprehensive financial planning.

Curtis Stowers is a financial advisor at F5 Financial Planning, L.L.C. in Naperville, IL, with 13 years of industry experience. He holds a Series 65 designation and has been with F5 Financial Planning since 2014. Outside of his advisory role, he owns a Subway restaurant franchise in Lakin, KS. F5 Financial Planning is a NAPFA-approved, fee-only firm serving corporate executives, entrepreneurs, and families with comprehensive financial planning and portfolio management. The firm emphasizes long-term, fundamental analysis and risk-managed portfolios, offering both discretionary and non-discretionary investment supervision as part of ongoing planning relationships.

Todd Mick is a financial advisor at Lakewood Asset Management, LLC in Naperville, IL, holding a Series 65 designation with 11 years of industry experience. He has been with Lakewood Asset Management since 2015. Lakewood Asset Management serves individual and high-net-worth clients as well as trusts, estates, pension, and charitable entities, managing approximately $249 million across about 155 client relationships. The firm employs a bottom-up, fundamental, long-term value investing approach across a range of securities and offers both discretionary portfolio management and stand-alone financial planning engagements.

Bernard Czerwinski Jr. is a financial advisor at Ascension Financial with a ChFC® designation and a Series 65 license, bringing three years of industry experience. His career includes roles at RLK-PLG Investment Management, LLC, Forever Companies, and GM Casting House, Inc. Outside of his advisory work, he is the managing member of Czerwinski Consulting, which provides consulting services on operational strategy and technology for B2B manufacturers and direct consumer retail. Ascension Financial is a fee-only investment adviser that manages customized portfolios for individuals, high-net-worth clients, retirement plans, trusts, charitable organizations, and corporate entities. The firm uses a combination of quantitative optimization, fundamental and technical analysis, and institutional investments, actively monitoring and adjusting portfolios to meet clients’ objectives, incorporating derivative strategies and leverage where appropriate.

Jacob Kadisak is a CFP® professional with 7 years of industry experience, currently serving as an advisor at Kadisak Financial Services, Inc. in Naperville, IL, where he has worked since 2011. The firm provides discretionary investment management and financial planning to individual and trust clients, including both high-net-worth and non-high-net-worth households. Kadisak Financial Services manages approximately $65.5 million across about 77 client relationships, using an actively managed, tactical asset-allocation approach focused on diversified mutual funds and ETFs, with services that include retirement planning and employer retirement plan reviews.

Michael Fry is a financial advisor at RWC For Life with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Steward Financial Services, Inc. since 1993. Fry also creates financial education content through his business, Dashing Upward. RWC For Life provides comprehensive financial planning, targeted consulting, and investment management to individuals, high-net-worth clients, and corporate entities. The firm manages approximately $30 million in discretionary assets and offers customized and model portfolios with regular reviews.

Andrew Kaminski is a financial advisor at HK Private Client, LLC in Naperville, IL, holding Series 65 and Series 66 licenses with 10 years of industry experience. His prior roles include positions at Fifth Third Bank, The Northern Trust Company, Calamos Advisors LLC, and Osaic FA, Inc. HK Private Client is a small, supported registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and financial planning services. The firm integrates quantitative tools and tailored advice to construct and monitor portfolios aligned with clients’ financial objectives and risk tolerance.

Reynaldo Cruz is a CFP®-certified financial advisor with 37 years of industry experience. He is the principal of Cruz Investments & Wealth Management in Aurora, IL, and has held roles at Madison Avenue Securities, LLC and Gf Investment Services, LLC. Outside of financial advising, he operates a retail business selling financial-themed products and content through Sparton Eye Candy, LLC. Cruz Investments & Wealth Management serves pooled investment vehicles and institutional clients, focusing on financial planning, qualified plan management, and third-party investment adviser selection. The firm employs an asset allocation approach using external research, provides non-discretionary portfolio management, and monitors third-party managers based on multiple criteria.

Patrick Kirvan is a financial advisor with Advanced Planning Advisors Group Inc. in Naperville, IL, holding a Series 65 designation and 13 years of industry experience. He previously worked at Gradient Advisors, LLC, and has been with Advanced Planning Advisors Group in various capacities since 2017. Kirvan is also involved in fixed insurance sales as part of his business activities. Advanced Planning Advisors Group Inc. provides investment advisory services to individuals, high-net-worth clients, trusts, and estates through a co-advisor model and financial planning at no extra cost. The firm refers assets to an SEC-registered third-party manager for portfolio management and custodian services, focusing on model selection aligned with clients’ risk tolerance and reviewing accounts quarterly.