Richard Furmanski is a CFA® charterholder with 24 years of industry experience. He has been the sole advisor at Clearview Wealth Solutions, LLC since 2014 in Barrington, IL. Clearview Wealth Solutions provides discretionary investment management and related financial services to individuals, trusts, corporations, partnerships, and other entities. The firm manages approximately $41.7 million in discretionary assets across about 30 client relationships, using five core investment strategies implemented through customized portfolios that incorporate top-down economic analysis, bottom-up security selection, and quantitative optimization.

Trevore Meyer is a CFP® professional with nine years of industry experience. He has worked at Financial Design Studio, Inc. since 2019 and previously held roles at Presence Financial and Responsive Financial Group, Inc. Financial Design Studio, Inc. serves individuals, small businesses, and charitable organizations with portfolio management and financial planning, supplemented by in-house tax preparation, business bookkeeping, and educational seminars. The firm’s investment approach focuses on long-term asset allocation and buy-and-hold strategies, combining fundamental, technical, and cyclical analysis to guide portfolio decisions.

Robert Stoll is a CFP® and CFA® with eight years of industry experience. He has worked at Financial Design Studio, Inc. since 2019 and previously held roles at Original Financial LLC, Honey Lake Advisors, LLC, and Institutional Capital LLC. Financial Design Studio, Inc. serves individuals, small businesses, and charitable organizations with portfolio management, financial planning, tax preparation, bookkeeping, and educational seminars. The firm emphasizes long-term asset allocation and buy-and-hold strategies, integrating ongoing financial planning with portfolio oversight.

James Dobbs is a CFP® with 29 years of industry experience and has been with Woodfield Financial Advisors, Inc. for a combined 22 years since 1997. He holds a Series 63 license and operates out of Deer Park, Illinois. Woodfield Financial Advisors provides financial planning and investment management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm manages approximately $230 million, focusing on personalized portfolio construction, semi-annual rebalancing, and integrated insurance planning, offering both ongoing management and limited-scope planning engagements.

Michael Green is a CFP® with 25 years of experience at Capital Management Group, Inc. and over 45 years with Green Plagge & Associates, a separate accounting and financial planning business he co-founded. He provides accounting, tax, and financial planning services outside of his advisory role. Capital Management Group, Inc. offers 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 an emphasis on conservative fixed-income management and conducts ongoing portfolio reviews and semiannual rebalancing.

Gregory Anderson is a CFA® charterholder with six years of industry experience. He has worked at SCV Capital LLC since 2021 and previously spent five years at PPM America. SCV Capital LLC provides investment management primarily to pooled investment vehicles and institutional-type clients, focusing on fundamental analysis of public equities and private securities. The firm emphasizes private-fund governance and operational review, offering both discretionary and non-discretionary management with a preference for longer-term strategies.

Cole Barkocy is a financial advisor at Assured Advisory Group, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience as a First Officer at Spirit Airlines. Barkocy is currently furloughed from Spirit Airlines and does not receive income or commissions from that position. Assured Advisory Group serves individual clients, including high-net-worth households, providing discretionary investment management and financial planning services. The firm employs a blend of fundamental, technical, and cyclical analysis supported by computer-driven tools, managing portfolios that often include ETFs, mutual funds, government securities, options, and variable annuities.

Erin Zylka is a CFP® professional with 15 years of experience in financial advising. She is currently with Whealthy Empowerment Network and has previously worked at firms including Resolute Wealth Advisor, Inc. and Strategic Investment Advisors, LLC. Zylka also owns and operates Kona Financial Planning, an investment advisory firm. Whealthy Empowerment Network is a two-advisor registered investment adviser that provides fee-based, discretionary portfolio management and comprehensive financial planning to individuals, trusts, estates, charities, and business entities. The firm employs a tactical allocation strategy using a range of instruments and analysis methods, managing approximately $106 million in client assets.

Douglas Oosterhart is a CFP® professional with 12 years of experience in the financial services industry. He has worked at Northwestern Mutual and its affiliated companies before joining LifePoint Planning in 2018. In addition to his advisory role, he is a licensed insurance professional and receives commissions from insurance product sales, which are separate from his advisory services. LifePoint Planning serves individual and high-net-worth clients, corporations, and retirement plan sponsors, providing investment management, comprehensive financial planning, and retirement plan consulting. The firm employs asset-allocation-driven portfolios using both passive index and active quantitative strategies, supported by digital platforms and ongoing portfolio monitoring.

Thomas Quinn is a CFP® professional with 23 years of experience in financial advisory services. He is a vice president and financial advisor at American Community Wealth Management, LLC, where he has worked since 2003. Prior to his current role, Quinn was with Triad Advisors, Inc. for 16 years. He also serves as a successor trustee managing a family revocable trust. American Community Wealth Management provides investment advisory and financial planning services to individuals, business owners, corporations, charitable organizations, and retirement plans. The firm utilizes a multi-platform investment model that includes third-party managed programs and advisor-managed portfolios tailored to client objectives and risk tolerance.

Kathleen Dixon is a Series 66-licensed financial advisor with American Community Wealth Management, LLC, where she has worked for over ten years. She has 27 years of industry experience, including roles at OSAIC, Triad Advisors, LPL Financial, and Uvest Financial Services Group. Dixon also serves as Operations Manager at American Community Wealth Management, providing administrative support for multiple advisors in addition to managing her own client book. American Community Wealth Management offers investment advisory and financial planning services to individuals, business owners, corporations, charitable organizations, and retirement plans. The firm employs a multi-platform investment model, combining third-party managed programs with advisor-managed portfolios across active and passive strategies to tailor investment advice to client objectives and risk tolerance.

Bret Kinnamon is an investment advisory representative at Kinnamon & Associates Ltd II with 29 years of industry experience. He has been affiliated with Kinnamon & Associates since 1994 and with Cetera Financial Specialists LLC since 2004. In addition to his advisory role, he serves as vice president at Kinnamon Accounting Service, focusing on tax and accounting duties, and is a licensed notary public. Kinnamon & Associates Ltd II provides advisory services to individuals, including high-net-worth clients, pension and profit-sharing plans, and businesses. The firm offers individual portfolio management, pension consulting, and comprehensive financial planning, utilizing a combination of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation and long-term investment.

Kyle Kinnamon is a financial advisor at Kinnamon & Associates Ltd II with seven years of industry experience. He holds the Series 66 designation and has worked at Cetera Financial Specialists LLC and Cetera. In addition to financial advising, he owns and operates Kinnamon Accounting Service, providing tax and accounting services. Kinnamon & Associates Ltd II offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, and corporations. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis with a focus on asset allocation and long-term purchase strategies, providing monthly portfolio reviews and performance reporting.

Lorie Shah is a CFP® professional with one year of experience, currently serving at Virtue Asset Management LLC. She has worked as a substitute teacher at Oak Park School District 97 since 2018. Virtue Asset Management serves individual and high-net-worth clients through discretionary portfolio management and integrated financial planning, offering customized investment solutions that incorporate quantitative analysis and risk management strategies.

Martin Konsor is a CFP® professional with 10 years of industry experience, currently serving at Woodfield Financial Advisors, Inc. He has been employed at Zurich North America since 2012. Woodfield Financial Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers financial planning, investment advisory, portfolio management, and insurance review services, implementing tailored asset-allocation models based on fundamental analysis and ongoing portfolio monitoring.

Alayna Leuzé is a financial advisor with Significant Wealth Partners LLC, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Bank of America, Merrill Lynch, and Stephen Smith Financial, Inc. She is also licensed as an insurance agent and engages in insurance sales outside of her advisory work. Significant Wealth Partners serves individual and high-net-worth clients through portfolio management, financial planning, and educational seminars. The firm employs a range of investment strategies, including fundamental and quantitative analysis, and manages accounts primarily on a discretionary basis with documented client risk tolerances and Investment Policy Statements.

Michael Graft is a financial advisor with Simplified Wealth Management, LLC, holding a Series 65 designation and bringing eight years of industry experience. His prior roles include positions at Significant Wealth Partners Inc. and Kingsview Asset Management. Outside of advising, he manages construction projects through MJG Construction, LLC and serves as a managing broker at The Heritage Realty Group, Inc. Simplified Wealth Management, LLC provides discretionary and non-discretionary asset management and financial planning services to individual and high-net-worth clients. The firm employs multiple analysis methods and a variety of investment strategies, including options and derivatives, and serves a small client base without requiring a minimum account size.

Simon Granner is a financial advisor at PCFO Capital with nine years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Thrivent Financial and Rewired Planning, LLC. PCFO Capital provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm’s investment approach combines fundamental analysis and modern portfolio theory with a long-term trading orientation, tailoring portfolios to clients’ goals, tax considerations, and risk tolerances.

David Schlossberg is a financial advisor at Assured Advisory Group, LLC with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Purshe Kaplan Sterling Investments, National Asset Management, and Fsic. Outside of his advisory work, he is president of a tax preparation and planning business. Assured Advisory Group serves individual clients, including high-net-worth households, providing discretionary investment management and financial planning. The firm manages approximately $87 million and uses a blend of fundamental, technical, and cyclical analysis supplemented by computer-driven tools, offering diversified portfolios with ETFs, mutual funds, government securities, options, and variable annuities.

Brian Malizia is a financial advisor at Lakeshore Capital Group, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms, including J.W. Cole Advisors, Inc. and Global Financial Private Capital, LLC. In addition to his advisory role, he is president and owner of Lakeshore Tax Consulting, a tax preparation business. Lakeshore Capital Group provides financial planning and discretionary portfolio management to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers comprehensive planning and tailored investment strategies that utilize a combination of in-house models, third-party providers, and a broad range of investment products.