Glenn Cackovic is the sole advisor at GlobalMacro Capital Management, LLC in Wheaton, IL, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has been leading GlobalMacro Capital Management since 2012 and is also involved with GlobalMacro Partners, LLC, Globalmacro Consulting, LLC, and Globalmacro, LLC, all of which he has been affiliated with for over a decade. GlobalMacro Capital Management provides investment management and retirement planning services to individuals, institutions, and businesses, employing a global, multi-asset class investment approach that integrates macroeconomic, fundamental, and quantitative analysis. The firm offers a range of strategies including risk-based core allocations and alternative-focused options, and serves qualified retirement plans with fiduciary advisory services, distinguishing itself among independent advisors through its institutional portfolio management and integrated consulting capabilities.

Nino Lekarczyk is a financial advisor with WealthRidge Investments LLC and holds Series 63 and Series 66 designations. He has seven years of industry experience, including prior roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of advisory work, he owns and leases residential real estate through Taylor and Lake Properties LLC. WealthRidge Investments LLC is an independent firm offering discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, and business entities. The firm employs fundamental and cyclical analysis alongside Modern Portfolio Theory in its investment approach and may use sub-advisors while retaining overall client responsibility.

Chwei Guang Chiou is a financial advisor at Momentum FinTech LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Momentum FinTech since 2018, following two years at Ausdal Financial Partners, INC. Outside of his advisory role, Chiou serves in several leadership positions within Taiwanese-American cultural and nonprofit organizations, including Treasurer of the Taiwanese American Chamber of Commerce of Greater Chicago and board member of the Friends of Taiwan Foundation. Momentum FinTech LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a blend of charting, fundamental, and technical analysis across a range of strategies, including long-term holdings and active trading techniques such as short sales and options, managing approximately $7.35 million across 33 client relationships.

Jennifer Sanchez is a CFP® professional with 18 years of industry experience and over 26 years as a self-employed advisor. She is principal of Integral Financial Planning LLC in Naperville, IL. In addition to financial advising, she provides personal income tax preparation services during the first four months of each year. Integral Financial Planning LLC serves individuals, including high-net-worth clients, as well as trusts and estates, offering personalized financial planning, comprehensive wealth management, and integrated income tax preparation. The firm focuses on mutual funds and exchange-traded funds, applies fundamental analysis and modern portfolio theory, and typically manages client accounts on a non-discretionary basis.

Nathaniel Tanney is a financial advisor at Convexity Investments LLC in Naperville, IL, holding a Series 65 designation with four years of industry experience. He has worked at Convexity Investments since 2021 and has been a commodities trader for a proprietary trading firm since 2009, a role from which he receives no commissions. Convexity Investments provides portfolio management and financial planning services to individual clients, including retail and high-net-worth households, managing approximately $2.7 million across a small client base. The firm employs both cyclical and quantitative analysis with a mix of long-term and short-term trading, primarily in equities and exchange-traded funds, and operates with discretionary trading authority on client accounts.

Himanshu Patel is the sole advisor at Lakshmi Wealth Management LLC in Naperville, IL, holding a Series 65 designation with 11 years of industry experience. He has led Lakshmi Wealth Management since 2009. Outside of his advisory work, he provides occasional consulting on insurance carrier business through an expert network firm. Lakshmi Wealth Management serves individual investors and trusts, offering personalized financial planning and discretionary portfolio management. The firm employs actively managed, customized portfolios and uses a range of instruments, including options and derivatives, to manage risk and pursue returns.

Edwin Cogan is a financial advisor at Steeplechase Investments with 28 years of industry experience. He has been with Steeplechase Investments since 1994. Steeplechase Investments provides discretionary portfolio management primarily to individual clients, focusing on direct investments in stocks, bonds, and exchange-traded funds. The firm employs an active, tactical approach that adjusts between capital appreciation and preservation based on macroeconomic analysis and technical chart patterns, tailoring portfolios to clients’ age and income needs.

Angela Major Hart is a CFP® professional with four years of industry experience, currently serving as the principal advisor at Veridian Private Wealth Management. She has held previous roles at Byline Bank, Northern Trust Securities, Northern Trust Bank, and First Midwest Bank. Ms. Hart is also a licensed attorney and an active member of the Illinois Bar. Veridian Private Wealth Management offers discretionary investment management and qualified retirement plan consulting to high-net-worth individuals, families, trusts, estates, businesses, charities, and employee benefit plans. The firm employs a strategic asset allocation framework with a proprietary methodology emphasizing diversification and provides ERISA fiduciary services uncommon among independent advisors.

Kristopher Kalish is a financial advisor with The Kalish Group in Aurora, Illinois, holding a Series 66 designation and eight years of industry experience. He previously worked at Bank of America and Merrill before founding The Kalish Group. The Kalish Group is a state-registered advisory firm serving high-net-worth individuals, families, trusts, estates, businesses, and charitable organizations. The firm manages approximately $29.1 million across about 27 client relationships, using a proprietary strategic asset-allocation methodology and a variety of investment vehicles, with ongoing monitoring and rebalancing tailored to each client.

James Jacobson is a financial advisor at Capital Ideas in Naperville, IL, with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JP Morgan Securities and RiverNorth Capital Management. Outside of his advisory work, he is involved with a franchised bakery and acts as a partner in a business consulting firm. Capital Ideas serves a range of clients including individuals, families, and charitable organizations, managing approximately $336 million in assets through a team-based approach that uses fundamental and technical analysis, proprietary models, and outside research.

David Bankston is a CFP® with 26 years of industry experience. He is currently with RWC for Life and has held roles at Simplicity Wealth, LLC, FSC Securities Corp, and has operated Bankston Wealth Management, Inc. since 1999. In addition to his advisory work, he manages an accounting firm, David A Bankston CPA, LLC. RWC for Life provides comprehensive financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, and corporate entities. The firm offers customized and model portfolios with regular reviews, serving about 97 client relationships and managing approximately $30.2 million in assets.

Charles McKenna is a financial advisor with McKenna Capital, Inc. in Wheaton, IL, holding Series 65 and Series 63 designations and 15 years of industry experience. He has worked at Heart Capital, LLC since 2018, McKenna Capital since 2017, and previously at National Planning Corporation and Global Beverage Team, LLC. Outside of his advisory work, he provides consulting services for GModelo USA, LLC. McKenna Capital is a small, supported advisory firm managing approximately $83 million for fewer than 40 clients, including individuals, pension and profit-sharing plans, and pooled investment vehicles. The firm utilizes a mix of charting, fundamental, and technical analysis to implement long-term strategies and options trading, managing accounts mostly on a discretionary basis while also offering financial planning and portfolio monitoring services.

Michael Lannan is a CFA® charterholder with 20 years of industry experience. He has worked at Lakewood Asset Management, LLC since 2018 and previously spent 12 years at Securus Investment Management, LLC. He serves on the investment committee for a not-for-profit family foundation and volunteers with the LaGrange Police Pension Board. Lakewood Asset Management serves individual and high-net-worth clients as well as trusts, estates, pension, and charitable entities, managing approximately $249 million across about 155 client relationships. The firm employs a bottom-up, fundamental, long-term value investment approach across various securities and offers both discretionary portfolio management and stand-alone financial planning services.

Robert Jersey is a financial advisor with GW Asset Management LLC, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. His prior roles include tenures at GW Capital Services, LLC, GW Capital Management, LLC, and Gar Wood Securities, LLC. GW Asset Management LLC provides fee-based portfolio management and model portfolios to a diverse client base, including individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a quantitative approach using ETFs, equities, corporate debt, and mutual funds, incorporating technical, cyclical, and fundamental analysis to guide portfolio allocations.

Justin Mccormack is a financial advisor with First Choice Financial Services LLC in Oak Brook, IL, holding a Series 65 license and 12 years of industry experience. He has been with First Choice Financial Services since 2013 and is also involved with First Choice Insurance Agency, where he has served in various roles since 2005. First Choice Financial Services LLC serves individual and high-net-worth clients by providing financial advice primarily through referrals to third-party money managers and estate-planning support. The firm acts as a liaison, assisting clients with third-party paperwork and ongoing oversight, while drawing on fundamental, technical, and cyclical analysis in its recommendations.

Samantha Meyer is a financial advisor at Masus Financial Group, LTD. She holds a Series 66 designation and has one year of industry experience. Prior to her current role, Samantha worked at LPL Financial LLC and has experience in roles outside finance, including at The Treehouse Ski School and The Burger Local. Masus Financial Group provides wealth management and advisory services to individuals, trusts, estates, and businesses. The firm employs a long-term investment approach using a mix of fundamental, technical, and behavioral analyses, and offers both discretionary and non-discretionary management along with comprehensive financial planning.

Theodore Augustyniak is a financial advisor with Creative Resources Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been associated with Creative Resources Investment Advisors since 2015 and is also involved with Advance Legend Funding and Augustyniak Insurance Agency, where he works as an insurance agent offering various insurance products. Creative Resources Investment Advisors primarily serves individual and high-income clients, as well as pension and profit-sharing plans, trusts, and other entities. The firm employs a long-term, value-oriented investment approach with a blend of strategic and tactical asset allocation, utilizing equities, mutual funds, bonds, and alternative instruments tailored to client needs.

Jeremiah Boynton is a CFP®-designated financial advisor with 23 years of industry experience, currently serving at Laureate Wealth Management, LLC since 2014. He holds securities licenses Series 63 and Series 66. Outside of his advisory role, Mr. Boynton is the majority owner of Laureate Capital Management, LLC and Laureate Capital Real Estate Investments, LLC, which manage various private equity, hedge fund, and real estate projects. He also serves on the Board of Directors for Still Austin, a bourbon distillery in Austin, Texas. Laureate Wealth Management provides investment advisory, portfolio management, financial planning, estate planning, and family office coordination for individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and other entities. The firm employs a strategic asset allocation process that includes individual securities, mutual funds, ETFs, separate account managers, and alternative investments, and is notable for its involvement with pooled investment vehicles and affiliated fund activities.

Michael Jankowski is a financial advisor with Parkview Asset Management, Inc. in Oakbrook Terrace, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Parkview in 2020, he spent 12 years at LaSalle St. Investment Advisors, LLC and LaSalle St. Securities, LLC. He is also president of Wealth Planning Network LLC, which focuses on fixed insurance products and serves as trustee for related benefit plans. Parkview Asset Management is a two-advisor firm managing approximately $206 million for around 140 clients, including individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers discretionary portfolio management and comprehensive financial planning, using a primarily long-term, client-specific investment approach with low-cost diversified mutual funds, ETFs, and individual securities when appropriate.

Ricki Hanna is a financial advisor at Asset Strategies, Inc. with 13 years of industry experience. He holds the Series 66 designation and previously worked at RR Donnelley & Sons for seven years. Asset Strategies, Inc. provides discretionary investment management and standalone financial planning to individual clients and charitable organizations. The firm constructs portfolios using equities, fixed income, mutual funds, and ETFs, and offers negotiable AUM-based advisory arrangements alongside fixed-fee planning engagements.