Amy Rosenow is the founder of Bold Vision Financial (formerly Fearless Financial Planning), an advice-only financial planning and education firm focused on women, families, and entrepreneurs. Prior to Bold Vision, Amy worked as a consultant providing strategic advisory and outsourced COO services to growing start-ups and small businesses. Amy also founded Jugl LLC, a software company focused on making it easier to be a working parent. Before Jugl, Amy served as Partner, Chief Operating Officer, and Chief Compliance Officer of Sheffield Asset Management, L.L.C. for over a decade. In this role, she oversaw a variety of functions including operations, client service, investor relations, marketing, risk management, compliance, and technology for the Chicago-based investment management firm. She began her career on Wall Street, working for Morgan Stanley, JP Morgan, and Bear Stearns. She also serves as President of both RUOK Management investment partnership and Kaplan Rosenow Family Foundation. Amy graduated from Cornell University. She lives in Chicago with her husband, two daughters, and their two Labrador retrievers. She is involved in a variety of community and non-profit initiatives, serving as Treasurer on the board of Temple Sholom of Chicago, as a member of the President’s Council of Cornell Women and the Economic Club of Chicago, and as a mentor at 1871, Chicago’s Center for Entrepreneurship and Technology. In addition, she is the co-Founder and Chief Financial Officer of the Josephine Collective, a women-led group of angel investors co-investing small amounts in early-stage startups.

Samer Simaan is a CFA charterholder and the sole advisor at Simaan Investment Management, L.L.C. He has eight years of industry experience and has been affiliated with BMO Harris Bank since 2015. Based in Chicago, IL, he leads an independent advisory firm specializing in portfolio management. Simaan Investment Management provides discretionary portfolio management services to individuals, including high-net-worth clients, corporations, and other investment advisers. The firm employs a value-oriented, margin-of-safety equity philosophy combined with tactical use of covered and listed options to generate income and manage downside risk.

Nicholas Mansour is a financial advisor at New Capital Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with New Capital Management since 1995. New Capital Management is a fee-only registered adviser serving a single-family office and a small number of discretionary family accounts. The firm focuses on bottom-up growth-at-a-reasonable-price portfolio management through a core-and-satellite construction, emphasizing large- and mid-cap high-quality companies alongside selective satellite exposures.

My goal is to provide working professionals with sound financial advice to help them best position themselves and their financial lives for success. While the majority of our clients have medical backgrounds or are business owners, our services are best targeted to those with investable assets and are in the asset accumulation phase of their life. I provide comprehensive financial planning services as well as investment advisory services. PVA Financial LLC is a SEC-registered RIA firm. We focus our business on providing PRACTICAL, VALUABLE and ALIGNED advice. I found that to be missing when I was looking for an advisor more than two decades ago and have vowed to keep focused on those three tenets. Before founding PVA Financial, I worked as a private equity executive. With over 15 years of financial services experience, I've spent the majority of my career evaluating businesses, investing in them, finding ways to accelerate their growth and improve their operational efficiency. This background has given me unique insight into the importance of building strong foundations and the necessity for clear and effective communication...both of which are incorporated into our relationships with clients. I graduated from Washington University in St. Louis with a Bachelor of Science in Business Administration. I also received my MBA from the Booth School of Business at the University of Chicago, with a focus on Finance & Accounting. I also hold the CERTIFIED FINANCIAL PLANNER™ designation, which requires comprehensive knowledge in all areas of financial planning, including insurance planning, risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning. On the personal side, I enjoy spending time with my wife, three kids and our goldendoodle Leo. I was the Cubmaster for my kids Scout group (sadly a while ago) and am heavily involved in a few charitable organizations. I'm an avid Chicago Bears fan and enjoy playing tennis, basketball and golf. Additional information can be found at www.pvafinancial.com and I can be reached at [email protected]

Lauren Hunt is a CFP® professional with 11 years of industry experience. She is the sole advisor at Daybreak Wealth, LLC, where she has worked since 2022. Prior to this, she spent eight years at Pinnacle Financial Group LLC. Daybreak Wealth, LLC provides customized financial planning and ongoing wealth management to individuals, high-net-worth clients, and estates and trusts. The firm focuses on primarily passive, long-term portfolios using low-cost mutual funds and ETFs, applying principles from Modern Portfolio Theory and the Fama–French three-factor model.

Brian Huckstep is a CFA® charterholder and principal of Huckstep Asset Management, LLC with five years of industry experience. He previously worked at Morningstar Investment Management from 2016 to 2019. Huckstep Asset Management provides financial planning, investment management, and model portfolio services to a diverse client base including individuals, families, trusts, charitable organizations, and institutional investors. The firm focuses on low-cost, globally diversified portfolios using asset allocation as the primary driver of returns and offers both strategic and tactical portfolio strategies, including customized institutional mandates and wrap-model portfolios for third-party platforms.

Andrew Baxley is a CFP® professional based in Oak Park, IL, with 10 years of industry experience. He is the principal advisor at Two Trails Financial Planning, an independent firm he has led since 2024. His prior experience includes roles at BuilderFP, The Planning Center, TIAA, Strategic Advisers, Inc., and Fidelity Brokerage Services LLC. Two Trails Financial Planning provides comprehensive financial planning and discretionary investment management to individuals and high-net-worth clients. The firm uses proprietary portfolio models blending passive and active funds tailored to client risk tolerance and preferences, including options for values-based investing, and operates on a fee-only basis without percentage-of-AUM charges.

Brian Gilmartin is the sole advisor at Trinity Asset Management, Inc. in Clarendon Hills, IL. He holds the CFA® designation and has 27 years of industry experience, having been with Trinity since 1995. Trinity Asset Management provides discretionary and non-discretionary investment management primarily for individual investors, including taxable brokerage and IRA accounts, as well as higher-net-worth clients and a family foundation. The firm constructs long-only portfolios using mutual funds, individual equities, ETFs, and fixed income, applying modern portfolio theory to tailor asset allocations based on client-specific factors.

Larry Hightower is a CFP® with 29 years of industry experience, currently serving as the sole advisor at Hightower & Boler, LLC since 2017. His prior experience includes roles at Protective Life Insurance and EverGreen Capital Management. He also serves on the board of the Carole Robertson Center for Learning, a nonprofit organization focused on child and family development. Hightower & Boler, LLC provides fee-only investment advisory services, financial planning, and tax preparation to individuals, high-net-worth clients, trusts, estates, and state or municipal government entities. The firm manages approximately $5.9 million in discretionary assets and offers customized investment strategies primarily using individual bonds and exchange-traded funds, with services notable for including institutional and government clients.

Patrick Hager is a CFA® charterholder with a Series 66 license and 17 years of experience in the financial industry. He has worked at Oppenheimer from 2005 to 2007 and again from 2012 to 2026 before founding Theta Wealth Partners in 2026. The firm provides portfolio management and investment advisory services primarily to individuals and high-net-worth clients, employing a multi-disciplinary investment approach that includes charting, fundamental analysis, modern portfolio theory, and quantitative methods. Theta Wealth Partners offers wrap-fee portfolio management with discretionary authority and conducts regular account reviews and reporting.

Eddie Patel is the sole advisor at Zendamentals, an independent firm based in Chicago, IL. He holds the CFP® designation along with Series 63 and 65 licenses and has 19 years of industry experience. Patel also serves as President and CEO of Zen Wealth Management Group, Inc., which provides accounting, payroll, tax preparation, and virtual CFO services. Zendamentals offers discretionary asset management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $160.7 million in client assets and employs individualized investment programs that incorporate fundamental, technical, and cyclical analysis, using a range of strategies including derivatives and borrowing, with certain client accounts referring to third-party managers under fee-sharing arrangements.

Steven Johnson is a financial advisor at SRJ Financial Consulting LLC in Lombard, IL, holding a Series 65 designation with one year of industry experience. His prior experience includes roles at Willamette Management Associates and Charles River Associates. SRJ Financial Consulting LLC provides investment advisory services, financial planning, tax-planning analyses, and tax-return preparation for a diverse client base that includes individuals, small businesses, trusts, estates, and charitable organizations. The firm offers investment advice on a non-discretionary basis and features a formal no-fee program of educational seminars and workshops along with compensated tax-return preparation.

Marc Farmer is a financial advisor at Monroe Financial Inc. in Chicago, IL, with 11 years of industry experience. He holds the Series 66 designation and has worked at Monroe Financial since 2019, following roles at Hd Vest Investment Services and HD Vest Advisory Services. Outside of his advisory work, Farmer owns a CPA firm and serves on the board of directors for the Monroe Arts Center, where he reviews financial statements and provides financial advice. Monroe Financial provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. The firm integrates multiple analytical approaches in managing portfolios with a primarily ETF-focused strategy and offers both discretionary and non-discretionary account management.

John Beck is a financial advisor at Midwest Retirement Partners, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at ADP LLC, ADP Broker-Dealer Inc., and Inland Securities Corporation. Midwest Retirement Partners is an independent, single-advisor firm that primarily serves pension and profit-sharing plans. The firm emphasizes quantitative analysis and a long-term investment approach, focusing on plan consulting and referring clients to third-party advisers rather than managing individual client portfolios directly.

Matthew Ward is a financial advisor with K.W. Andersen Investment Group, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked with K.W. Andersen Investment Group since 2017 and previously with MW Financial LLC and Advocate Financial Solutions LLC. Outside of financial advising, he works as a bookkeeper for an interior design business in Chicago. K.W. Andersen Investment Group provides financial planning, investment consultation, portfolio management, and business consultation to individuals, including high net worth clients, and small businesses. The firm employs a combination of fundamental analysis and diversified strategies to construct tax-efficient, customized portfolios managed predominantly on a discretionary basis.

Michael Von Lunen is the founder and sole advisor at Wheel Advisors LLC, holding Series 63 and Series 65 licenses with four years of industry experience. His prior work includes roles at Harrer Law, P.C., T3 Trading Group, LLC, and Purchasing Platform. Outside of financial advising, he owns and operates Ripple360 LLC, a professional coaching business assisting entrepreneurs in building and managing their businesses. Wheel Advisors LLC provides discretionary asset management and advisory services to individuals, high-net-worth clients, and small businesses, with an investment approach focused on asset allocation and low-cost index investing. The firm offers financial planning and small-business consultation tailored to employers with 1–20 employees and combines percentage-based asset management with hourly-billed planning services.

Gary Harris is the principal of GH Private Wealth Management, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has worked at Ciel Bleu Private Wealth Management Inc. since 2014 and Penn Mutual Life Insurance Company since 2012. Outside of advisory services, Harris is involved in insurance brokerage and is a silent partner in a funeral home management business. GH Private Wealth Management provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical asset-allocation approach using fundamental and technical analysis and offers discretionary portfolio management, third-party money manager recommendations, and educational seminars.

Theodore Barnhart is the sole advisor at Barnhart Investment Advisory in Elmhurst, Illinois, holding Series 63 and Series 65 credentials with 20 years of industry experience. He has led Barnhart Investment Advisory since 2009. Barnhart Investment Advisory serves individuals, families, trusts, and estates with discretionary portfolio management and investment consulting, focusing on active, tactical asset allocation and inflation-sensitive strategies. The firm manages a concentrated client base with customized solutions and requires clients to use a designated custodian platform for managed-account services.

Steven Petrovich is the sole advisor at Petrovich Capital Advisors LLC in Burr Ridge, IL. He holds a Series 65 designation and has prior work experience with Dodger Investments LLC from 2017 to the present and NYC Health and Hospitals Corp. from 2009 to 2017. Outside of his advisory role, he operates a separate non-investment consulting business. Petrovich Capital Advisors LLC provides discretionary and non-discretionary portfolio management to individuals and high-net-worth clients, focusing on long-term investment strategies with publicly traded liquid securities such as ETFs and individual equities. The firm emphasizes fundamental analysis, asset allocation, and diversification, avoiding leverage, derivatives, margin, and private placements, and offers ongoing portfolio monitoring and account reviews.

Mary Deshong Kinkelaar is the sole advisor at Kinkelaar & Associates in Chicago, IL, holding a Series 65 designation with 21 years of industry experience. She has led Kinkelaar & Associates since 2004. Kinkelaar & Associates is an independent, fee-only firm providing tailored financial planning and investment advice to individuals, trusts, estates, and small businesses. The firm emphasizes strategic asset allocation using low-cost mutual funds and ETFs, offers educational workshops, and serves small-business and corporate plan clients without accepting commissions or managing client assets directly.