Ronald Aubrey is the sole advisor at RJ Aubrey Investments Corp., an independent firm based in Glen Ellyn, IL. He holds a Series 65 designation and has 21 years of industry experience, having founded the firm in 1989. RJ Aubrey Investments Corp. is a fee-only registered investment adviser offering discretionary investment management and limited financial planning to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm focuses on asset allocation and long-term investing, using quantitative, fundamental, and technical analysis to select securities while managing portfolio volatility through mutual funds, ETFs, and fixed income.

Michael Alexenko is a CFA® charterholder with 23 years of industry experience, serving as the sole advisor at Royal Asset Managers in St. Charles, IL since 2003. He holds the Series 63 designation and has authored numerous articles and periodic commentary. Alexenko also runs targeted programs for smaller and military clients and coordinates plan recordkeeping through selected custody arrangements. Royal Asset Managers provides discretionary asset management, financial planning, investment consulting, and business advisory services to moderate- to high-net-worth individuals, small businesses, and employer-sponsored retirement plans. The firm emphasizes diversification and client-specific investment policy statements, using index funds and ETFs to manage portfolios with equity allocations ranging from 0% to about 85%, and is notable for its pension consulting and retirement-plan management services.

Andrew Powers is a financial advisor at Powers Financial Group, LLC in Naperville, IL, with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Ventoux Financial Advisors and TradingBlock. Powers is also a volunteer with the Naperville Jaycees. Powers Financial Group is an independent investment adviser serving individuals, trusts, foundations, and institutional clients, including pension and profit-sharing plans. The firm manages approximately $5.73 million in client assets and employs a range of investment strategies including fundamental and technical analysis, actively managed option overlays, and block trading.

David Theis is a CFP®-certified financial advisor with 27 years of industry experience. He has been the sole advisor at Fee-Only Financial Advisors, Ltd., an independent firm based in Palatine, IL, since 1995. Fee-Only Financial Advisors, Ltd. serves individuals and select organizational clients, including pension plans, trusts, estates, and charitable entities, providing financial planning, investment advisory, and consulting services on a non-discretionary basis. The firm employs a fixed-fee and hourly compensation model without commissions or performance-based fees, focusing on tailored financial plans and investment strategies primarily using mutual funds and ETFs.

Denzil Locke is the principal of Locke Financial Services, Inc., an independent firm based in Palatine, Illinois. He holds Series 65 and Series 63 licenses and has 33 years of experience in the financial industry. Locke has led his firm since 2016. In addition to his advisory work, he provides tax-preparation services. Locke Financial Services offers portfolio management and financial planning to individual and high-net-worth clients, as well as pension and profit-sharing (401k) plans. The firm employs model asset-allocation portfolios and discretionary account management, using fundamental analysis and a long-term purchase approach to meet client objectives.

Christopher Parks Jr. is a CFP® with 10 years of industry experience, currently serving as the sole advisor at Northwood Wealth Management, LLC. His prior roles include positions at RWA Wealth Partners, Polaris Greystone Financial Group, and Fidelity. Northwood Wealth Management offers comprehensive financial planning, discretionary portfolio management, and pension consulting primarily for high-net-worth individuals, trusts, retirement plans, and business clients. The firm employs a tailored investment approach utilizing both fundamental and technical analysis across a broad range of instruments, with a focus on tax-efficient strategies and coordination with external accounting services.

David Raub is a financial advisor at Outlook Capital Management, LLC in Arlington Heights, IL, holding a Series 65 designation with 21 years of industry experience. He has been with Outlook Capital Management since 2004. Outlook Capital Management is a small, discretionary advisory firm managing portfolios primarily for individual and high-net-worth clients. The firm employs a fundamental analysis-based, concentrated long-term equity strategy focused on financially strong, large-cap U.S. companies, with portfolios managed on a discretionary basis and tailored to client objectives and risk tolerance.

Scott Scherrer is a financial advisor at Scherrer Financial Services with 21 years of industry experience. He holds a Series 65 designation and has operated his independent practice since 2004. Scherrer Financial Services provides investment management and financial planning primarily for individual clients. The firm employs a bottom-up, buy-and-hold investment approach tailored to client-specific objectives, incorporating portfolio construction with stocks, bonds, annuities, and CDs, alongside retirement, tax, and estate planning advice.

John Cox is the sole advisor at Cox Financial Group, Ltd. in Schaumburg, IL, holding a Series 63 designation with 37 years of industry experience. His career includes long-term involvement with Equity Property Management, LLC, Cox, Oakes & Associates, Ltd., and Financial Equity Associates, Inc. Outside of advisory work, he is involved in affiliated legal and real estate-related entities that sponsor and manage real estate limited partnerships, acting as a general partner in some offerings and providing related property-management and brokerage services. Cox Financial Group provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, and limited partnerships. The firm focuses on discretionary portfolio management across various asset classes, estate and retirement planning, and tax-related services, tailoring recommendations based on a comprehensive review of each client’s financial situation.

David Fortosis is a CFP® with 13 years of industry experience, currently serving as the sole advisor at Heritage Wealth since 2021. His prior experience includes roles at LPL Financial LLC and Northwestern Mutual in various capacities related to wealth management and insurance. He is also a licensed insurance agent involved in insurance sales. Heritage Wealth is an independent registered investment adviser managing approximately $37 million for individual and high-net-worth clients. The firm offers subscription financial planning, discretionary portfolio management using model portfolios with customization, and financial consulting services, incorporating strategic and tactical asset allocation alongside modern portfolio theory.

John Maguire is the sole advisor at Maguire Asset Management, LLC, an independent firm based in Oak Brook, IL. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Maguire has been with Maguire Asset Management since 2004, overseeing both portfolio management and pension consulting services. Maguire Asset Management provides portfolio management for individual clients and pension consulting for plan sponsors, including 401(k), profit-sharing, trusts, estates, and charitable organizations. The firm combines fundamental, technical, quantitative, and qualitative analysis with asset allocation, trading strategies, and specialized pension consulting services such as Investment Policy Statement preparation and participant educational workshops.

Phillip Baumann is a financial advisor at Independent Investment Advisor, LLC with a Series 65 designation and two years of industry experience. He has worked at BL Management One, LLC since 2017 and previously spent ten years with Windy City Harley Davidson. Outside of his advisory role, Baumann also provides accounting services. Independent Investment Advisor, LLC is a state-registered investment adviser serving individuals, high-net-worth clients, and business entities. The firm employs a multifaceted investment approach that includes charting, fundamental, quantitative, and technical analysis, offering discretionary portfolio management tailored to clients’ documented risk tolerance and asset allocation.

Jack Lubecker is the sole advisor at Integrity Investment Management with 36 years of experience in the financial industry. He holds Series 63 and Series 65 designations and previously worked at LPL Financial from 2008 to 2017 before joining Integrity Investment Management in 2017. Integrity Investment Management is a state-registered investment adviser serving individuals, high-net-worth clients, and charitable organizations. The firm offers investment management, referrals to third-party managers, and financial planning, employing both passive and active strategies tailored to clients’ specific objectives and risk tolerances.

Jeffrey Roberts is a CFA® charterholder and holds a Series 66 license with 25 years of industry experience. He has worked at North Forty Investment Advisors LLC since 2019 and previously spent 13 years at J.P. Morgan Chase Bank, NA. North Forty Investment Advisors LLC serves individual and high-net-worth clients, including IRAs, trusts, foundations, and estates. The firm offers wealth advisory, discretionary and non-discretionary portfolio management, and project-based financial consulting, emphasizing asset allocation and third-party manager selection through tiered service levels.

Robert Mesch is a CFP® with 38 years of industry experience. He is the principal of Intuitive Wealth Management, LLC, an independent advisory firm he has led since 2018, following 17 years at Linsco/Private Ledger Corp operating under the same dba. He is also a licensed insurance agent. Intuitive Wealth Management serves individual clients by providing tailored investment advisory and asset management services, including discretionary and non-discretionary managed accounts. The firm customizes portfolios based on clients’ goals and risk tolerances, employing various strategies and conducting quarterly account reviews directly by the principal.

Luke Sauter is a PFS™ credentialed financial advisor with two years of industry experience. He is the sole advisor at Vidarrow Investment Advisors and previously worked at Walgreens Boots Alliance for eight years. Vidarrow Investment Advisors is a fee-only independent firm serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm provides discretionary portfolio management, comprehensive financial planning, and retirement plan consulting, emphasizing employer retirement-plan services and integrating a variety of investment strategies within a modern portfolio theory framework.

Arthur Busby is the sole advisor at Stratford Investment Advisory Group, Inc., with 28 years of industry experience. He has been with the firm since 1990. Stratford Investment Advisory Group is a small, independent firm that provides customized portfolio management for individuals, high-net-worth clients, family trusts, and pension/profit-sharing accounts. The firm emphasizes a conservative, capital-preservation approach using fundamental, technical, and cyclical analysis, and focuses on maintaining personal contact to align asset allocation with clients’ cash-flow needs and risk tolerance.

John Stanton is the sole advisor at Stanton Group Wealth Partners, Inc. in Naperville, IL, holding Series 63 and Series 66 licenses with 21 years of industry experience. He previously spent 11 years at Seacrest Wealth Management, LLC. Stanton is also a licensed insurance agent specializing in life, long-term care, and fixed annuities. Stanton Group Wealth Partners, Inc. is a newly formed investment adviser providing wealth management, financial planning, and retirement-plan advice to high-net-worth individuals, trusts, estates, and businesses. The firm uses a combination of fundamental and technical analysis to construct tailored strategy portfolios and offers a range of planning services including pension consulting and 401(k) reviews.

David Toellen is a financial advisor at Toellen Capital Management, LLC with 10 years of industry experience. He previously worked for First Trust Portfolios L.P. for ten years before founding his independent firm. Toellen Capital Management, LLC provides investment advisory services and managed accounts to individuals and high-net-worth clients. The firm offers tailored portfolio management and written investment strategies across multiple asset classes, employing asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term purchase strategies aligned with client risk tolerance and time horizons.

Daniel Kaibel is a CFP® professional with 17 years of industry experience. He is the president and chief compliance officer of Purpose Financial Planning LLC, where he has worked since 2017. Prior to founding Purpose Financial Planning, he was with Vantage Financial Partners Limited for nine years and Elite Investment Team, LLC for eight years. Purpose Financial Planning LLC is an independent, single-advisor firm that provides comprehensive financial planning and portfolio management to individuals and businesses, including high-net-worth clients. The firm employs a blend of passive and active investment strategies, using ETFs, mutual funds, and individual equities, and offers clients updated financial plans annually as part of the advisory relationship.