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.

Daniel Winslow is a financial advisor at Winslow Financial LLC with 20 years of industry experience. He holds a Series 65 designation and is also a Certified Public Accountant, providing tax preparation services on a project basis for some clients. Winslow is licensed as an insurance agent in Florida and Illinois and may offer certain fixed insurance products. Winslow Financial LLC serves individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans, offering investment management and financial planning. The firm’s approach emphasizes asset allocation and diversification consistent with Modern Portfolio Theory, managing accounts on a non-discretionary basis with a focus on low trading frequency and client-directed decisions.

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.

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.

Jenifer Aronson is a CFA® charterholder with 12 years of industry experience. She has been with Mosaic FI LLC since 2013 and has been associated with the Mosaic FI brand since 2010. Mosaic FI LLC offers portfolio management, comprehensive financial planning, and small-business pension consulting to individuals, families, trusts, estates, and corporate clients, including high-net-worth households. The firm emphasizes long-term portfolio management supported by an Investment Policy Statement tailored to each client, utilizing a range of investment strategies and maintaining documented fiduciary allocation policies.

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.

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.

Robert Finley is a CFP® at Virtue Asset Management LLC in Barrington, IL, with 10 years of industry experience. He has been with Virtue Asset Management since 2016. Outside of his advisory role, he serves as a board member of the Barrington Chamber and as board treasurer for the Evergreen Cemetery Non Profit Association. Virtue Asset Management serves individual and high-net-worth clients through discretionary portfolio management and integrated financial planning. The firm employs a client-customized investment approach, utilizing quantitative analysis and a range of investment vehicles, including equities, fixed income, and option strategies, to address clients’ objectives and risk tolerance.

Joshua Lang is a financial advisor with Significant Wealth Partners LLC in Cary, Illinois. He holds a Series 65 designation and has five years of industry experience. His prior work includes roles at Mutual Trust Life, Brookstone Capital Management LLC, Highland Capital Brokerage, The Achievement Group, Modern Woodmen of America, and ISS Action Inc. Significant Wealth Partners serves individual, high-net-worth, and corporate clients by providing discretionary portfolio management and financial planning. The firm utilizes a blend of fundamental, quantitative, technical, and modern portfolio theory analyses to construct portfolios, employing long-term trading, options strategies, and selective use of leveraged and inverse ETFs.

Brock Von Holt is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. He has worked at Von Holt Financial Advisors, Inc. since 2018. Von Holt Financial Advisors is an independent, fee-only registered investment adviser that provides discretionary portfolio management and ongoing financial planning to individual and trust clients. The firm manages approximately $107 million, employs a Modern Portfolio Theory investment framework, and primarily uses no-load mutual funds and ETFs.

John Bever is a financial advisor with Phase III Advisory Services, LTD, holding a CFP® designation and a Series 63 license, with 42 years of industry experience. He has been with Phase III Advisory Services since 1984 and also associated with Osaic Wealth, Inc. since 1989. Bever provides life insurance illustrations and solutions and serves as a notary public offering services to clients. Phase III Advisory Services, Ltd. offers discretionary and non-discretionary 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 around 366 clients using tailored portfolios that combine fundamental and technical analysis, with options including advisor-managed portfolios and a Unified Managed Account.

Brian Vogler is a CFA® charterholder with three years of industry experience. He is currently with Highview Capital Management, LLC, where he has worked since 2022. His prior experience includes roles at Holman, Fitch Ratings, and Wheels, Inc. Highview Capital Management provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a variety of analytical methods to implement asset-allocation strategies tailored to client goals and risk tolerance, managing approximately $363.6 million in regulatory assets.

David Janello is a CFA® charterholder with two years of experience as a financial advisor at Black Elm Advisers, LLC. He has worked at CME Group since 2015 and has been president of Argon Technology Group, Inc., an investment technology firm, since 1986. Black Elm Advisers provides discretionary investment management to individual and high-net-worth clients, employing a mix of fundamental and quantitative analysis across a range of strategies including long and short positions, margin trading, and options, with ongoing portfolio monitoring and rebalancing.

Mark Schwartz is a financial advisor with Estate & Trust Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Re-Direct Securities Corp. since 2001 and with Estate & Trust Advisors since 1997. In addition to advisory services, he is involved in fixed insurance products. Estate & Trust Advisors serves individual and high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and other business entities. The firm offers custom portfolio management using a strategic core-and-satellite approach and provides wealth management, financial planning, and participant consulting services.

Phillip Guerrero is a CFP® professional with 28 years of industry experience. He is a financial advisor at PMG Wealth Management, where he has worked since 2017, and also maintains a longstanding affiliation with LPL Financial since 2007. Guerrero holds Series 63 and Series 66 licenses and serves as a trustee for the PMG Wealth Management 401(k) Plan. He is also a licensed Illinois notary public. PMG Wealth Management serves individuals, trusts, estates, and business owners with discretionary investment management, financial planning, and retirement-plan consulting. The firm manages customized portfolios using a combination of fundamental, technical, and charting analysis, and offers named strategies such as the “Advance & Protect” approach, blending in-house management with third-party referrals and fiduciary consulting.

Christopher Barberini is a financial advisor at Lakeshore Capital Group, Inc. with 14 years of industry experience. He holds a Series 66 designation and has previously worked at J.W. Cole Advisors, INC., Global Financial Private Capital LLC, and Horner Tax Advisory Group. Outside of advisory work, he provides tax preparation and consultation services as an independent contractor. Lakeshore Capital Group, Inc. offers financial planning and discretionary portfolio management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm combines fundamental and technical analysis to create tailored asset allocations across various investment types and incorporates both in-house and third-party model portfolios.

Nicole Sullivan is a CFP® and holds a Series 66 license with 13 years of industry experience. She has been with Prism Planning Partners since 2018 and previously worked at Alera Investment Advisors, GCG Financial, Securian Financial Services, and Minnesota Life Insurance Company. Prism Planning Partners provides discretionary investment management along with financial planning and consulting services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing passive, asset-class exposure and using no-load mutual funds, ETFs, and model portfolios from Focus Partners Advisor Solutions.

Thomas Hines is a CFA® charterholder with 18 years of industry experience. He is currently with Thompson Capital Management, LLC, where he has worked since 2021. His prior experience includes positions at Lowery Asset Consulting, LLC and Good Harbor Financial. Thompson Capital Management provides discretionary investment management, financial planning, and pension consulting primarily to individual and high-net-worth clients. The firm employs model-driven strategies across equities, options, fixed income, and tactical overlays, utilizing tools such as derivatives and VIX-linked risk management to pursue its investment objectives.

William Herr is a CFP® with 28 years of industry experience. He is affiliated with Trader Wealth Management, LLC and has held roles at Rothschild Financial Partners, Infinite Alpha Advisors, LLC, and his own firm, William Herr and Associates, where he also prepares tax returns as a CPA. Herr serves as an advisor and general partner to private investment funds through Infinite Alpha Capital Management. Trader Wealth Management, LLC provides personalized financial planning and investment management primarily for individuals, including high-net-worth clients, as well as trusts, pensions, charitable organizations, and small businesses. The firm emphasizes strategic and tactical asset allocation with global diversification and uses quantitative risk assessment tools to tailor investment approaches.

David Leuze is a financial advisor at Significant Wealth Partners LLC with eight years of industry experience. He holds the Series 66 designation and has worked at Merrill Lynch and Camping World prior to joining his current firm. Significant Wealth Partners serves individual, high-net-worth, and corporate clients by providing discretionary portfolio management and financial planning. The firm employs a blend of fundamental, quantitative, technical, and modern portfolio theory analyses to construct customized investment strategies, including managed accounts and, when appropriate, referrals to third-party managers or alternative private investments.