Joel Poortenga is a financial advisor at GPS Financial Group, LLC with 15 years of industry experience. He holds the Series 66 designation and has been with GPS Financial Group since 2016. The firm provides portfolio management, financial planning, and pension consulting services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. GPS Financial Group manages approximately $64 million in assets using a two-advisor structure and applies modern portfolio theory with a long-term trading approach, typically managing accounts on a discretionary basis.

Karen Nordstrom is a financial advisor at Contour Financial with 24 years of industry experience. She holds the Series 65 designation and has been with Contour Financial since 2001. Contour Financial serves individual households primarily focused on retirement planning and investment management, emphasizing clients who are not high-net-worth. The firm offers diversified portfolios mainly composed of mutual funds and ETFs, alongside comprehensive financial planning services, and operates as a fee-only fiduciary under the NAPFA code.

Lisa Cameron is a financial advisor with Savant Investment Advisers, Inc. She holds a Series 66 credential and has 21 years of industry experience. Cameron has been with Savant & Associates, Inc. and Royal Alliance Associates, Inc. since 2004 and also owns a CPA practice where she prepares income taxes. She serves as adjunct faculty at Moraine Valley Community College and is involved in consulting through Results Now, Inc. Savant Investment Advisers provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, trusts, and business entities. The firm’s investment approach emphasizes asset allocation, risk tolerance assessment, and continuous portfolio monitoring, utilizing model and advisor-managed portfolios with a variety of investment products.

Lawrence Gatz is a CERTIFIED FINANCIAL PLANNER™ with 13 years of industry experience. He is currently a financial advisor at Copperwood Financial and has held prior roles at Significant Wealth Partners Inc., Capital Management Consultants, Kingsview Asset Management, Atkins and Associates, and Wealth Planning Network. Outside of advisory work, he is co-owner of KLG Management Inc., where he provides personal insurance and general business management consulting. Copperwood Financial offers fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach for discretionary portfolio management and provides retirement plan consulting and fiduciary services, including a specialized division focused on financial literacy and coaching for professional athletes.

Robert Kristof is a financial advisor at Casey Wealth Management, Inc. in Orland Park, Illinois, with 20 years of industry experience. He holds a Series 66 designation and has worked at Sammons Securities Company, LLC since 2009 while also maintaining his role at Casey Wealth Management since 2005. Casey Wealth Management, founded in 2002, provides customized financial planning, consulting, and investment management primarily to individual clients and occasionally to pension and profit-sharing plans. The firm employs fundamental security analysis and a buy-and-hold strategy with quarterly portfolio reviews, managing non-discretionary assets without focusing on high-net-worth households.

Kaitlyn Hedger is a financial advisor at PrairieView Wealth & Tax Advisors with three years of industry experience. She holds a Series 65 designation and has worked at PrairieView Wealth Partners since 2023, following roles at Midwest Legacy Group, The Millennium Group, American Cruise Lines, and the University of Indianapolis. PrairieView Wealth & Tax Advisors serves individuals, families, trusts, estates, and private foundations, providing personalized financial planning and investment management alongside coordinated tax preparation and accounting services through an affiliated tax practice. The firm emphasizes tax-aware, long-term portfolio construction and offers integrated tax and advisory services within the same group.

David Latko is a financial advisor with Latko Wealth Management, Ltd. in Frankfort, Illinois, holding Series 63 and Series 65 licenses and over 45 years of industry experience. He has been with Latko Wealth Management since 2016 and has worked at LPL Financial since 1989. Outside of advising, he operates Latko Media Enterprises Ltd., which includes writing, radio shows, seminars, and public speaking. Latko Wealth Management provides discretionary and non-discretionary investment advisory services, financial planning, and consulting primarily for individual clients, including high-net-worth households, as well as foundations, endowments, and corporations. The firm uses a goal-based process with open-architecture platforms and offers a variety of portfolio options, including mutual funds, ETFs, equities, fixed income, options, alternatives, and annuity products, with ongoing account monitoring and rebalancing.

Frank Pavlica is a financial advisor at Strategic Investment Solutions, Inc. with 40 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2018 and has been with Strategic Investment Solutions since 2009. In addition to his advisory work, Pavlica operates Frank J. Pavlica CPA Ltd, providing tax preparation, accounting, and bookkeeping services. He also serves on the board of directors for Cornerstone National Bank & Trust Company. Strategic Investment Solutions is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, and trustees with discretionary portfolio management and model portfolio programs. The firm’s investment approach emphasizes diversified, largely passive, long-term investments guided by Modern Portfolio Theory and the Efficient Markets hypothesis.

Michael Sedlak is a financial advisor at Sikich Financial with 25 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Sedlak previously worked at Golden Trail Advisers for 13 years and MPS-LORIA Financial Planners, LLC for 9 years, and he continues to serve as manager for Golden Trail Advisers, LLC. Sikich Financial is an SEC-registered multi-team advisory firm serving individuals, retirement and profit-sharing plans, trusts, estates, and business entities. The firm provides integrated wealth management, retirement plan consulting, and participant education, utilizing an asset-allocation approach supported by in-house and third-party managers across multiple platforms.

Jay Faler is a financial advisor at Providence Wealth Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at Standard Bank & Trust from 2012 to 2016 before joining Providence Wealth Advisors in 2017. Providence Wealth Advisors is an SEC-registered investment adviser that provides portfolio management, financial planning, and estate-planning advice to individuals, trusts, retirement plans, and government entities. The firm serves a range of clients including high-net-worth individuals and uses asset-allocation models based on modern portfolio theory to construct diversified portfolios.

Rita Bunch is a financial advisor at 4 Wealth Advisors, Inc. with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments and 4 Wealth Advisors since 2012. Additionally, she is involved with 4Wealth Insurance Group, where she evaluates life insurance needs. 4 Wealth Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm offers portfolio management and comprehensive financial planning using a range of analytical methods, with a distinctive affiliation to an accounting firm and related insurance entity.

Douglas Degroot is a CFP® with 15 years of industry experience and has been with Providence Wealth Advisors, LLC since 2010. He holds a Series 65 license and is based in Frankfort, IL. Providence Wealth Advisors, LLC is an SEC-registered investment adviser that provides portfolio management, financial planning, and estate-planning services to individuals, trusts, retirement plans, and government entities. The firm uses asset-allocation models based on modern portfolio theory to build diversified portfolios and serves a range of clients including high-net-worth individuals, offering financial planning at no additional charge.

Felicia Gates is a financial advisor at Polaris Wealth Management, LLC with six years of industry experience. She holds the Series 66 designation and previously worked at Bank of America and Merrill from 2020 to 2023. Outside of her advisory role, she serves as an accountant for the Samuel Dewitt Proctor Conference, a nonprofit focused on human rights and social justice education and advocacy. Polaris Wealth Management advises individual investors and retirement plans, providing discretionary portfolio management, customized financial plans, and pension consulting. The firm builds portfolios using modern portfolio theory and tailored asset allocations, offering a broad range of investment products and educational seminars for clients.

Guadalupe Lechuga is a CFP®-certified financial advisor at Audible Wealth Management with four years of industry experience. Prior to joining Audible Wealth in 2025, Lechuga worked at Northwestern Mutual in various roles from 2019 to 2025 and has experience with WilsonHCG. Audible Wealth Management serves individual clients, including high-net-worth households, business development clients, and retirement plans by providing financial planning and portfolio management services. The firm employs a multifaceted investment approach and offers distinctive operational features such as a wrap-fee program, bill-pay services, and educational seminars.

Christos Kyros is a financial advisor at MPS-LORIA Financial Planners, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with MPS-LORIA since 2006. Outside of advisory services, he has worked as an independent licensed insurance agent specializing in life insurance. MPS-LORIA Financial Planners serves individuals, corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm employs a predominantly discretionary investment approach focused on diversified allocations using no-load mutual funds and ETFs, supported by quantitative screening and research from Fiducient Advisors.

Steven Jacobson is a financial advisor with Chicago Investment Advisory Group, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. He has been with the firm since 2006. Outside of his advisory role, he is also a licensed fixed insurance agent. Chicago Investment Advisory Group provides discretionary portfolio management and pension consulting for individuals, high-net-worth clients, trusts, estates, corporations, and employer retirement plans. The firm employs diversified, asset-allocation driven strategies supported by fundamental, technical, and cyclical analysis, offering both long-term buy-and-hold and active trading approaches.

James Viktora is a financial advisor at Strategic Investment Solutions, Inc. with 12 years of industry experience. He holds the Series 65, Series 63, and Series 66 designations. Prior to joining Strategic Investment Solutions, he worked at Bank of America and Merrill for seven years, followed by roles at Paychex and PayEntry. Strategic Investment Solutions is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, and trustees with discretionary portfolio management and model portfolio programs. The firm uses a diversified, largely passive investment approach based on Modern Portfolio Theory and the Efficient Markets hypothesis, incorporating proprietary model portfolios and institutional funds.

Joseph Dawczak is a financial advisor at Chicago Investment Advisory Group with 14 years of industry experience. He holds a Series 66 designation and has been with the firm since 2011. Outside of advising, he is a general partner in a real estate partnership where he handles bookkeeping and shares in profits and losses. Chicago Investment Advisory Group provides discretionary portfolio management and pension consulting to individuals, high-net-worth investors, trusts, estates, corporations, and employer retirement plans. The firm employs diversified, asset-allocation driven strategies using fundamental, technical, and cyclical analysis, and offers financial consulting and independent research while coordinating with clients’ outside professionals.

Michael Mcevoy is a financial advisor at 4Wealth Advisors, Inc. with one year of industry experience and holds a Series 65 credential. Prior to joining 4Wealth Advisors, he held positions at Liberty University, Plan A Wealth Management, and other organizations. He is also the CEO of Interviewee LLC, an AI-powered job interview preparation platform. 4Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a range of analytical methods and offers customized portfolios, with an affiliation to an accounting firm and an insurance entity that supports integrated service pathways.

Eric Grant is a financial advisor with Polaris Wealth Management, LLC in Flossmoor, IL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Lion Street Financial and FSC Securities Corporation. Grant hosts a weekly current news talk radio show and serves as a founding board member of The Mecca Society, a fundraising 501(c)(3) supporting Howard University. Polaris Wealth Management advises individual investors and retirement plans with discretionary portfolio management, customized financial plans, and pension consulting. The firm employs modern portfolio theory to tailor asset allocations and utilizes a broad range of securities and strategies, while also providing educational seminars for retirement plan clients.