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 28 years of industry experience. He has been with Woodfield Financial Advisors, Inc. since 2009. Woodfield Financial Advisors serves individuals, including high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, small businesses, and other business entities. The firm provides financial planning, investment advisory, portfolio management, and insurance review services, developing tailored asset-allocation models that are implemented and monitored with periodic reviews and semiannual rebalancing.

Shawn Block is a financial advisor at Briggs Financial Inc. with six years of industry experience and holds a Series 65 designation. Outside of finance, he has worked as a performer and emcee for Medieval Times since 2007, where his duties include acting, performing, media, marketing, and special events. Briggs Financial serves individual and high-net-worth clients with discretionary investment management, ongoing financial planning, and in-house tax preparation. The firm employs a fundamental, long-term investment approach and does not charge performance-based fees or accept commissions tied to capital gains.

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.

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.

Elizabeth Grady is a CFP® and ChFC® professional with 11 years of industry experience, currently serving at Equitable Advisors in Chicago, IL. She has worked with Baldwin Financial Advisors, LLC, and Axa Advisors, LLC during her career. Outside of her advisory role, she serves on several boards, including the Sheridan Road Alumni Association Sacred Heart Academy and Hardey Prep, DePauw University Alumni Association, and the America Israel Chamber of Commerce Chicago. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management services for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, utilizing third-party asset managers and LPL programs to tailor advisory services to client goals and risk tolerance.

Kyle Kinnamon is a financial advisor with Kinnamon & Associates Ltd II, holding a Series 66 designation and seven years of industry experience. He is also the owner of Kinnamon Accounting Service, where he provides tax and accounting services. Kinnamon’s background includes roles at Cetera and Northern Illinois University. Kinnamon & Associates Ltd II offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, and corporations. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis, focusing on asset allocation and longer-term purchase strategies, and provides pension consulting aligned with ERISA guidance.

Patrick Sweeney is a Certified Financial Planner (CFP®) with 25 years of experience in the financial industry. He has been with Patrick M. Sweeney & Associates, Inc. since 2001. Patrick M. Sweeney & Associates provides personalized investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm offers both discretionary and non-discretionary accounts, integrates tax preparation into its advisory services, and employs a mix of fundamental and active investment strategies tailored to client objectives and risk tolerance.

Charles Lief is a financial advisor at Rudwall Wealth Management LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Rudwall Wealth Management since 2016, following a one-year tenure at Insight Securities Inc. 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 cash, equities, fixed income, mutual funds, and ETFs.

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.

Douglas Damrow is a financial advisor at Trust Investment Advisors Wealth Management, LLC with 45 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Oppenheimer & Co. Inc. for 14 years before joining his current firm in 2024. Trust Investment Advisors Wealth Management, LLC provides comprehensive investment advisory and consulting services to individuals, families, business owners, and charitable organizations. The firm typically manages client accounts on a non-discretionary basis, combining fundamental, technical, and qualitative analysis to develop tailored asset allocation and risk strategies.

John Hollahan is a Series 65-licensed financial advisor at Arlington Wealth Management with 15 years of industry experience. He has been with Arlington Capital Management since 2011. Outside of his advisory role, he is involved with the Investor Education Institute in an operational capacity and is a part-owner of Advanced Tax Reduction Group. Arlington Wealth Management provides wealth management and discretionary investment management primarily to individual clients, including high-net-worth households. The firm employs a structured client process and combines quantitative and qualitative investment strategies across multiple risk-based model portfolios.

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.

James Uren is a CFP® with 24 years of industry experience, currently serving as an advisor at Phase III Advisory Services, LTD since 2001. He is also affiliated with Osaic Wealth, Inc. Outside of his advisory role, he has created online content related to his personal weight loss journey, generating revenue through affiliate marketing and product sales. Phase III Advisory Services, Ltd. provides investment management, portfolio monitoring, and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $162 million in assets for about 366 clients, employing a combination of fundamental and technical analysis, risk-tolerance profiling, and periodic rebalancing across discretionary and non-discretionary portfolios.

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.