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.

Graham Craig is a financial advisor at Tower Wealth Advisors, Inc. in Wheaton, IL, holding a Series 66 designation with 16 years of industry experience. He has worked at Tower Wealth Advisors since 2016, following prior roles at Robert Baird & Co. and Morgan Stanley. Tower Wealth Advisors provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm focuses on exchange-traded equities within its portfolio management and also offers assistance with 401(k) plans.

Samuel Hardy is a financial advisor with Cambier Capital, LLC, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at 2642 Capital, Stenger Family Office, PT Asset Management, and Performance Trust Capital Partners. Cambier Capital provides wealth management and investment services for individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, corporations, and other entities. The firm offers customized portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing a long-term investment approach complemented by fundamental and technical analysis and third-party manager reviews.

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.

Patrick O'Connell is a financial advisor at Laureate Wealth Management, LLC with six years of industry experience. He holds a Series 65 license and has worked at Laureate Wealth Management since 2020. Prior to his advisory role, he was employed at The Home Depot and Wheaton College. Laureate Wealth Management provides portfolio management, financial planning, and family-office coordination to individuals, trusts, corporations, partnerships, and retirement plans. The firm employs a strategic asset-allocation approach and offers services including private fund management and advisory roles in pooled investment vehicles.

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.

Lawrence Strzelecki is a CFP® with 23 years of experience in financial advisory roles. He is currently with Assured Advisory Group, LLC and has previously worked at Purshe Kaplan Sterling Investments, National Asset Management, National Securities Corporation, and FSIC. Outside of his advisory work, he is licensed to sell fixed traditional insurance products. Assured Advisory Group serves individual clients, including high-net-worth households, providing discretionary investment management and financial planning. The firm employs a blend of fundamental, technical, and cyclical analysis supplemented by computer-driven analytics, managing accounts on a discretionary basis with monthly reviews.

Charles McKenna is a financial advisor at McKenna Capital, Inc. with eight years of industry experience. He holds Series 63 and Series 65 credentials and has operated as a sole proprietor since 2009. Outside of his advisory work, McKenna serves as a director at Wheaton Bank and Trust and Penske Motor Group, and he owns a business services company. McKenna Capital is a small advisory firm serving individual and high-net-worth clients, as well as select institutional accounts, offering portfolio management and standalone financial planning. The firm employs a combination of charting, fundamental and technical analysis, and uses a range of investment vehicles including mutual funds, ETFs, equities, and fixed income to construct portfolios tailored to documented client risk tolerances.

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.

Edward Downey Jr. is the sole advisor at DFG Wealth Management, LLC in Bartlett, Illinois, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been associated with Downey Financial Group, Inc. since 2003 and has held roles at Advisors Excel and DFG Wealth Management since 2011. Outside of advisory work, he is involved in fixed insurance sales and tax preparation. DFG Wealth Management provides investment management and financial planning primarily to individual and high-net-worth clients, offering both discretionary portfolios and access to third-party money managers. The firm employs a blend of fundamental and technical analysis with active sector rotation and various investment strategies, managing approximately $65 million for about 143 clients in a single-advisor setting.

Mark Bova is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Lenity Financial, Inc. since 2015. He holds a Series 66 license and is a partner in Simply Better Choices, LLC, a health and wellbeing blog unrelated to his advisory work. Lenity Financial, Inc. is a fee-only, state-registered investment adviser that serves high-net-worth individuals, business owners, professionals, families, trusts, estates, and select institutional clients. The firm provides discretionary portfolio management, comprehensive flat-fee financial planning, and retirement plan consulting, with investment strategies tailored to each client’s objectives and risk profile.

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.

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.

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 Johnson is a CFA® charterholder and holds a Series 65 license, with 17 years of experience in the financial industry. He has been the principal advisor at ZHP Capital LLC since 2008 and serves as an adjunct faculty member at the University of Phoenix, teaching economics and finance courses. ZHP Capital LLC serves individual investors, trustees, and small businesses with portfolio management, investment consulting, pension consulting, and a subscription-style financial coaching service. The firm combines investment advisory services with accounting, bookkeeping, and tax-preparation offerings, focusing on long-term, diversified asset allocation and serving both discretionary and non-discretionary accounts.

John Ferguson is a CFP® professional with five years of industry experience, currently serving as an advisor at Patrick M. Sweeney & Associates, Inc. He has worked at the firm since 2017 and was previously employed at Illinois Wesleyan from 2013 to 2017. Patrick M. Sweeney & Associates provides personalized investment management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs a combination of fundamental analysis and selective active strategies, tailoring client relationships through various advisory and planning engagements.

Paul Brandwein is a financial advisor at PCFO Capital with nine years of industry experience. He holds Series 63 and Series 65 licenses. His prior work history includes roles at First Trust Advisors L.P. and related entities from 2018 to 2025, as well as positions at other firms and companies dating back to 2016. PCFO Capital provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm uses a combination of fundamental analysis and modern portfolio theory with a long-term trading orientation, tailoring portfolios to clients’ goals, tax considerations, and risk tolerances.