Ryan Hass is a Certified Financial Planner (CFP®) with 10 years of industry experience, currently serving at RF&L Wealth Management, LLC since 2016. He holds the Series 65 registration and is a partner in BREAKING EIGHTY, LLC, an investment-related entity. RF&L Wealth Management provides advisory services to individuals, retirement plans, trusts, charitable organizations, and small businesses, employing an investment approach grounded in Modern Portfolio Theory and diversified, evidence-based strategies. The firm integrates third-party solutions and offers both discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting.

Sean Connolly is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He is currently with Avocet Capital Management LLC, where he has worked since 2024. Prior to that, he spent 14 years at Tyderium Capital LLC. Avocet Capital Management provides discretionary investment management and hourly financial planning to high-net-worth individuals, trusts, estates, and business clients. The firm uses a combination of quantitative optimization, fundamental and technical research, and employs options and derivatives strategies within separately managed accounts, focusing on a concentrated client base.

Katie Blechschmidt is a CFP® professional with five years of industry experience. She has worked at FMI Financial, Ltd. since 2021 and was previously with Capital Strategies Investment Group from 2016 to 2021. FMI Financial, Ltd. provides investment advisory services to institutional investors, high-net-worth individuals, corporate retirement plans, trusts, and estates. The firm focuses on creating individualized Investment Policy Statements and employs a long-term, diversified approach using various investment vehicles, including mutual funds, ETFs, and derivatives for risk management.

David Williams is a CFA® charterholder with 28 years of industry experience. He has been the sole advisor at Williams Capital Management Company since 1995. Williams Capital Management is an independent registered investment adviser that provides portfolio management and investment advice to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm combines fundamental and cyclical analysis in its investment approach and manages a substantial portion of client assets on a non-discretionary basis, serving primarily higher-net-worth and institutional clients.

John Swift is a CFA® charterholder with 21 years of industry experience. He has worked at Benchmark Investment Advisors LLC since 2017 and previously at Gentry Private Wealth Management LLC. Outside of his advisory role, he teaches a CFA review program. Benchmark Investment Advisors serves individual investors, pension plans, trusts, and corporate clients through discretionary asset management, retirement-plan consulting, and sub-advisory services. The firm employs a proprietary Economic Margin framework and intrinsic valuation methods within a model portfolio approach, complemented by client education materials and tactical investment overlays.

Joshi Koneru is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Watershed Private Wealth since 2022. Prior to this, he worked for 15 years at Creative Planning. Watershed Private Wealth provides investment advisory services to individuals, including high-net-worth clients, trusts, estates, and pension plans, offering discretionary portfolio management and financial planning. The firm builds customized investment programs using a blend of fundamental, quantitative, technical, and modern portfolio theory analyses, and integrates financial planning into ongoing portfolio management.

Gerald Howell II is a financial advisor at Arlington Wealth Management with 15 years of industry experience and holds the Series 66 designation. His prior roles include positions at B. Riley Wealth Management, National Asset Management, and Howell Wealth Management. Outside of his advisory work, he serves as president of MESSTER MO LTD, a tax financial business, and holds a part-time role with the Village of Lakewood, IL. Arlington Wealth Management provides wealth management and discretionary investment management primarily to individual clients, including high-net-worth households. The firm uses a structured client process and combines proprietary quantitative models with qualitative research to offer a range of strategies, including defined-outcome ETFs and faith-based/ESG options.

Samuel Feldman is a financial advisor at 755 Financial with eight years of industry experience. He holds a Series 66 designation and has worked primarily at Edward Jones before joining 755 Wealth Management LLC in 2026. Outside of finance, he owns Sweetwater Meat and Seed Company, a food review and consulting business based in Chicago. 755 Financial is an SEC-registered investment adviser providing portfolio management and financial planning services to individual and high-net-worth clients. The firm offers client-driven strategies tailored to objectives and risk tolerance and is affiliated with related tax, accounting, and insurance businesses.

Sarah Bodach is a Series 65-licensed financial advisor at Mentor Capital Management Inc. in Chicago, IL, with nine years at the firm and three years of industry experience. Prior to joining Mentor Capital Management, she was a homemaker for six years. Mentor Capital Management Inc. is a fee-only advisory firm serving individual clients, trusts, estates, and business entities. The firm focuses on long-term, low-cost index-based investing combined with fundamental analysis and a broad asset-allocation approach, offering services that include wealth management, financial planning, and tax-related advice.

Paul Craig is a financial advisor with Tower Wealth Advisors, Inc. in Wheaton, IL, holding Series 63 and Series 65 licenses and over 25 years of industry experience. He has worked at several firms, including Ausdal Financial Partners and Formula Folios Distributors, and has been associated with Tower Financial Management since 2000. Outside of his advisory role, he is a teacher in the Glenbard Township High School District and serves as the head golf coach at Wheaton College. Tower Wealth Advisors provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $47 million across about 218 accounts. The firm focuses on exchange-traded equities and offers both discretionary and non-discretionary portfolio management alongside 401(k) plan assistance.

Jordan Jacobs is a financial advisor with Estate & Trust Advisors in Riverwoods, IL. He holds Series 63 and Series 65 licenses and has 16 years of industry experience, all with his current firm. Estate & Trust Advisors serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm provides discretionary and non-discretionary portfolio management, wealth management, and financial planning, using a strategic core-and-satellite asset allocation with institutional mutual funds, ETFs, and individual securities.

Lindsey Cannata is a Certified Financial Planner® with 12 years of industry experience, currently practicing at Cannata & Company, LLC in Roselle, IL. She previously worked at Commonwealth Financial Network for 12 years and has been with Cannata & Company since 2014. Lindsey is also a licensed notary public. Cannata & Company provides comprehensive financial planning services to individuals and families, focusing on estate planning, business succession, retirement, education funding, and cash-flow management. The firm delivers tailored planning engagements without discretionary portfolio management or custody of client assets.

Gregory Hadley is a financial advisor at Core Capital Management and Research Inc. with 12 years of industry experience. He holds the Series 65 and Series 66 licenses and has previously worked at Brookwood Investment Group and Belpointe Asset Management. Hadley also serves as an options trading instructor for Online Trading Academy, a role he has held for over a decade. Core Capital Management and Research serves individuals, trusts, estates, charitable organizations, and business entities with portfolio management, asset allocation, and financial planning services. The firm employs a mix of fundamental and technical analysis and incorporates derivatives strategies in client portfolios, managing approximately $298.8 million in assets.

Marc Davis is a financial advisor at Capital Management Consultants with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Impact Financial Partners, LLC. Capital Management Consultants provides discretionary and non-discretionary investment management to individuals, retirement plans, trusts, estates, corporations, and other entities. The firm manages approximately $76 million across about 61 client relationships, using a blend of fundamental and technical analysis with strategic, tactical, and dynamic allocation strategies.

Joseph Madden is a financial advisor at Madden Funds Management with 28 years of industry experience. He holds the Series 65 designation and operates out of Oak Park, Illinois. Madden Funds Management provides financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm focuses on tailored investment programs using asset-class funds primarily managed by Dimensional Fund Advisors, supplemented with Fidelity funds, emphasizing diversification and long-term holdings.

Paul Shuman is a CFP® with 21 years of industry experience, currently serving as an advisor at The Planning Group. He has previously worked at Cambridge Investment Research Advisors and has operated Shuman Financial Consulting, LLC since 2009. Shuman is a CPA and serves as a board member and Financial Committee Chairman for Shore Community Services, Inc. in Skokie, IL. The Planning Group is a registered investment adviser that serves individuals, including high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a model-based investment approach using fundamental analysis and modern portfolio theory, offering discretionary portfolio management and financial planning tailored to client objectives.

Timothy Obendorf is a CFP® and holds a Series 65 license with 16 years of industry experience. He has been with Steward Advisors, LLC since 2011. Outside of his advisory role, he is a 25% minority owner and board member of McLennan Property Management Company, which manages commercial and industrial properties in the Chicago area. Steward Advisors serves individuals, businesses, trusts, estates, retirement plans, charitable organizations, corporations, and family offices with fee-based financial planning and private portfolio management. The firm manages approximately $137 million in assets, integrating financial planning with investment strategies that include ETFs, mutual funds, individual securities, and privately placed investments, while employing options and derivatives for hedging and tactical purposes.

Brian Bullington is a financial advisor at First Choice Financial Services LLC with one year of industry experience. Prior to his advisory role, he was a professional athlete for nine years. First Choice Financial Services LLC serves individual and high-net-worth clients by providing financial advice primarily through referrals to third-party money managers and estate-planning support, acting as a liaison to facilitate documentation, disclosures, and reviews. The firm does not manage assets directly but selects external managers using fundamental, technical, and cyclical analysis while maintaining ongoing oversight and client communications.

Charles Marien III is a CFP® professional with 28 years of industry experience. He has worked at CTS Financial Planning, Inc. since 1984 and has been associated with Certified Insurance Consultants, Inc. since 1989. CTS Financial Planning serves individual and high-net-worth clients with comprehensive financial planning, retirement planning, investment planning, and discretionary asset management, while also providing accounting and income tax preparation services. The firm employs an active, technically driven investment approach and integrates in-house tax and accounting capabilities alongside advisory services.

Matthew Nadeau is a CFA® charterholder with 20 years of industry experience. He is a partner at Barzideh & Nadeau Wealth Management LLC, where he has worked since 2025. His previous experience includes roles at Apollon Wealth Management, Triad Advisors Inc, and Piershale Financial Group. Barzideh & Nadeau Wealth Management LLC provides comprehensive portfolio management and financial planning for individuals, high-net-worth clients, trusts, estates, and business entities. The firm manages approximately $60 million in discretionary assets across about 90 clients, utilizing a broad mix of analytical techniques and various asset-allocation approaches to create and monitor portfolios.