Terrence Burke is a financial advisor at Trader Wealth Management, LLC with 10 years of industry experience and a Series 65 designation. He previously worked at Rothschild Financial Partners, LLC and has been with Trader Wealth Management since 2015. Outside of his advisory role, he provides consulting services to a family-owned painting business and prepares daily Corn volume and open interest reports for a CME broker. Trader Wealth Management serves primarily individual clients, including high-net-worth households, as well as trusts, pension plans, charitable organizations, and small businesses. The firm offers comprehensive financial planning and investment management with an emphasis on strategic and tactical asset allocation, global diversification, and personalized Investment Policy Statements.

Kevin Mccloskey is a CFA® charterholder and an investment advisor at SCV Capital LLC with six years of industry experience. He has worked at SCV Capital since 2021 and previously spent 13 years at PPM America Inc. SCV Capital LLC provides discretionary and non-discretionary investment management primarily to pooled investment vehicles and institutional clients such as banks, pension funds, and nonprofit organizations. The firm focuses on fundamental analysis for public equities and thorough reviews of private securities, emphasizing long-term strategies while allowing for shorter-term adjustments based on client needs.

Brett Leahy is a financial advisor at Echelons Capital, LLC with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at firms including Phase Line Capital, LLC and Goldman Sachs & Co. LLC. Leahy is also the founder and COO of American Heartland Corporation, an e-commerce apparel retail business. Echelons Capital, LLC manages discretionary assets for a small, primarily high-net-worth client base, offering portfolio management and financial planning services. The firm uses model portfolios and third-party managers, including a sub-advisor employing systematic long/short equity strategies with leverage and derivatives.

Kevin Noonan is a CFP® with 25 years of experience in the financial services industry. He is a Vice President and Investment Advisor Representative at American Community Wealth Management, LLC, where he has worked since 2003. Prior to this, he held roles with Triad Advisors, Inc. and Northern Trust Securities, Inc. Outside of his advisory work, Noonan serves as a voting board member of the Family Health Partnership Clinic, a 501(c)(3) healthcare organization. American Community Wealth Management provides investment advisory and financial planning services to individuals, business owners, corporations, charitable organizations, and pension and profit-sharing plans. The firm uses a multi-platform investment approach that includes third-party managed and advisor-managed portfolios tailored to client objectives, risk tolerance, and asset allocation.

Brian Atkins is a financial advisor with Significant Wealth Partners LLC in Cary, IL, holding a Series 65 designation and 12 years of industry experience. He has worked with firms including Heritage Strategic Wealth, LLC, Wealth Builder Funds LLC, Kingsview Asset Management, and has been managing Atkins & Associates since 2007, where he serves as CEO and operates exempt hedge funds. Atkins is also a licensed insurance agent and offers related advisory services through his firm. Significant Wealth Partners serves individual, high-net-worth, and corporate clients by providing discretionary portfolio management and financial planning. The firm employs a multi-faceted investment process that incorporates fundamental, quantitative, technical, and modern portfolio theory analyses, offering diversified strategies including managed accounts, options, and selective use of leveraged ETFs.

Brian Green is a financial advisor at Capital Management Group, Inc. in St. Charles, IL, holding a Series 65 designation with 24 years of industry experience. He has been with Capital Management Group since 2001. Capital Management Group, Inc. provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, businesses, and employee benefit plans. The firm employs a buy-and-hold investment approach with a focus on conservative fixed-income management, serving both retail and certain institutional-style clients.

Robert Gephart is a CFP® professional with 11 years of experience in financial advising. He is a principal at Cantlon Financial Planning LLC and also owns a web design and IT support business that he operates outside of securities trading hours. Cantlon Financial Planning LLC offers personalized financial planning and discretionary asset management to individuals, trusts, estates, and charitable organizations. The firm uses fundamental analysis and client-specific investment programs, including options strategies, and manages approximately $125 million across about 99 client relationships.

Thomas Guyett is a financial advisor at Cantlon Financial Planning LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Waterstone Financial Group, Inc. and Dreher & Associates, Inc. since the early 2000s. Cantlon Financial Planning LLC provides personalized financial planning and discretionary asset management to individuals, trusts, estates, and charitable organizations. The firm employs client-specific investment programs documented by investment policy statements and utilizes fundamental analysis, including options and other derivatives strategies, while conducting monthly account reviews.

Ryan Siepka is a financial advisor at Rudwall Wealth Management LLC with five years of industry experience. He holds a Series 65 designation and has worked at Videckis Financial Services, Inc. since 2019 and at Comprehensive Insurance Agency, LLC since 2009. Rudwall Wealth Management LLC provides investment advisory and consulting services to individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a client-tailored, fundamentally oriented, long-term investment approach and manages discretionary portfolios across various asset classes.

Maxwell Martin is a Series 65 licensed financial advisor at KDM Wealth Management Inc. in Geneva, IL, with three years of industry experience. He previously worked at KDM Investment Management, Inc. for four years and was a full-time student for ten years prior to that. KDM Wealth Management is a fee-based SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm manages approximately $112 million across about 149 client relationships, focusing on low-cost, diversified portfolios that emphasize index and passive investments combined with fundamental analysis.

Brian Dunn is a financial advisor at Black Elm Advisers, LLC in Skokie, IL, with 10 years of industry experience. He holds a Series 65 designation and has served as president of Epic Sky, Inc., a marketing company, since 2015. Dunn is also involved in hedge fund management through Black Prime, LLC, an affiliated entity. Black Elm Advisers provides discretionary investment management to individual and high-net-worth clients, employing a mix of fundamental and quantitative analysis. The firm utilizes a range of strategies, including long and short positions, margin trading, and options, with performance-based compensation and active use of derivatives distinguishing it from many peers.

Maria Graft is a financial advisor at Simplified Wealth Management, LLC in Barrington, IL, with five years of industry experience. She holds Series 63 and Series 65 credentials and is involved in several outside business activities, including serving as a marketing manager for MJG Construction, LLC and working as an insurance agent with Our Family Office, LLC. Simplified Wealth Management provides discretionary and non-discretionary asset management and financial planning for individual and high-net-worth clients, managing approximately $23 million. The firm employs a diverse investment approach that includes fundamental, technical, and cyclical analysis and offers strategies ranging from long-term holdings to options trading, along with ongoing portfolio monitoring and reporting.

Barbara Bridgman is a financial advisor at Succession Financial, Inc. with a Series 65 credential and three years of industry experience. Her prior work includes roles at WealthStar Advisors, LLC, Mueller Financial Services, Inc., and operating her own advisory practice. Succession Financial, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering discretionary investment management, comprehensive financial planning, retirement plan consulting, and tax preparation services. The firm utilizes a combination of fundamental analysis and modern portfolio theory with both passive and active strategies.

Leslie Herr is a financial advisor at Simplified Wealth Management, LLC with 18 years of industry experience and holds the Series 66 designation. Herr has worked at firms including JP Morgan Securities and Auburn Group, and is involved in non-investment activities such as managing office operations for Signal Hill Partners and MJG Construction, as well as serving as a managing member and insurance agent at Our Family Office, LLC. Simplified Wealth Management serves individual and high-net-worth clients with discretionary and non-discretionary asset management and financial planning. The firm employs a mix of fundamental, technical, and cyclical analysis to support various investment strategies, including options trading, and provides client-specific portfolio monitoring and reporting.

David Schlesselman is a financial advisor at KDM Wealth Management Inc. in Geneva, IL, holding a Series 65 designation with eight years of industry experience. He is part of a three-advisor team at KDM Wealth Management. KDM Wealth Management serves individuals, trusts, estates, charitable organizations, and retirement plans with customized wealth management and discretionary portfolio management. The firm emphasizes low-cost, diversified portfolios using index and passive investments combined with fundamental analysis and strategic allocations.

Jeffrey Martin is a financial advisor at KDM Wealth Management Inc. with 21 years of industry experience. He holds a Series 65 designation and previously worked at Hieser Webb Capital Management and Webb Financial Advisors. KDM Wealth Management is a fee-based SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a long-term, low-cost investment approach focused on diversified portfolios using index and passive investments alongside fundamental analysis.

Jeffrey Moran is a CFA® charterholder and an advisor at SCV Capital LLC with five years of experience at the firm and 22 years in the industry, including 17 years at PPM America. He is based in Tower Lakes, Illinois. SCV Capital LLC provides discretionary and non-discretionary investment management primarily to pooled investment vehicles and institutional clients such as banks, pension funds, and nonprofit organizations. The firm employs fundamental analysis for public equities and detailed reviews for private securities, focusing on long-term strategies while allowing for shorter-term adjustments as needed.

Melissa Dailey is a financial advisor at Clearwater Capital Partners with 25 years of industry experience. She holds Series 63, 65, and 66 licenses. Her prior experience includes roles at Lincoln Financial and Northwestern Mutual, among others. Clearwater Capital Partners serves individual, high-net-worth, and institutional clients, offering family office services, private wealth management, and retirement plan advising. The firm employs a range of investment strategies and provides coordinated tax, cashflow, and insurance solutions through affiliated entities.

David Andrews is a CFP® professional with 27 years of industry experience. He is currently with Sequoia Wealth Management, LLC, where he has worked since 2015, and also maintains a role at LPL Financial. Sequoia Wealth Management advises individuals, trusts, estates, corporations, and employer retirement plans with services including asset management, financial planning, and retirement-plan consulting. The firm combines quantitative optimization, third-party research, and manager selection to tailor portfolios and offers both discretionary management and third-party strategist models.

John Long is a financial advisor at Total Clarity Wealth Management, Inc with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Capital Point Financial Group, Ltd. and LPL Financial, LLC. Outside of his advisory work, Long serves as a referee and coach for youth and high school football and basketball. Total Clarity Wealth Management provides wealth management and financial planning services to individuals, trusts, estates, charitable organizations, corporate clients, and employer 401(k) plan sponsors. The firm offers discretionary portfolio management, financial planning, and specialized advisory services, utilizing a range of investment strategies including mutual funds, ETFs, stocks, bonds, and alternatives.