Melanie Husk is a financial advisor at Mel Consulting Co. d/b/a Mel & Co in Chicago, IL, with 22 years of industry experience. She holds Series 63, 65, and 66 licenses and previously worked at World Equity Group and Raymond James & Associates. Mel Consulting Co. provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and small- to mid-sized businesses. The firm employs a modern portfolio theory approach focused on passive, asset-class-based portfolios and emphasizes personalized, behavioral financial planning alongside educational programming and public speaking.

Daniel Sargis is the principal of Servant's Heart Financial Planning and holds a Series 65 designation. He has over a decade of experience with the US Nuclear Regulatory Commission and began his financial advising career in 2025. Servant's Heart Financial Planning is an independent, single-practitioner firm providing fee-only financial planning and investment management services to individuals and high-net-worth clients. The firm uses a goal- and asset-allocation driven investment approach that incorporates both passive and active strategies, and offers both portfolio management and standalone financial planning services.

Michael Stanton is a CFP® professional with 10 years of experience in financial planning. He is the sole advisor at Stanton Financial Planning, LLC, an independent firm he has led since 2015. Stanton Financial Planning, LLC offers fee-only holistic financial and tax planning services to individuals and families, focusing on comprehensive planning engagements, project retainers, and hourly consultations rather than ongoing portfolio management. The firm emphasizes disciplined asset allocation, global diversification, and tailored recommendations, operating without discretionary trading authority or custody of client assets.

Stephanie Van Vlerah is a CFP® with 12 years of experience, currently serving as the sole advisor at Financial Illumination Advisors, LLC in Chicago, IL. She previously worked at Oxford Financial Group, Ltd for eight years and was an entrepreneur in 2021. Van Vlerah is a board member of the RiseCrance Chicago Foundation and Rosecrance Health Network and chairs the YPO Chicagoland Spousal Forum. Financial Illumination Advisors provides personalized financial planning and outsourced CFO services to high-net-worth individuals, family entities, and private foundations, focusing on comprehensive written plans and concierge financial services without managing assets or taking investment discretion.

Brian Thompson is a CFP® professional with 10 years of industry experience. He leads Brian Thompson Financial in Chicago, IL, and also prepares taxes and provides tax representation through Brian Thompson Tax LLC. Brian Thompson Financial offers financial planning and portfolio management to individuals, high-net-worth clients, and businesses. The firm employs a primarily passive investment approach with diversified, low-cost index funds and ETFs, and coordinates with outside managers when appropriate. Its services include a Comprehensive Care personal planning program and a business-focused model integrating planning, advisory, and fractional CFO support.

Christian Wray is a financial advisor at Hazelwood Investment Advisors LLC in Chicago, IL. He holds a Series 65 designation and has prior experience at HWCP, Hines, CA Ventures, and Grant Thornton LLP. Hazelwood Investment Advisors LLC is a small, independent firm that provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, families, and related retirement and trust accounts. The firm focuses on a long-term, growth-oriented equity strategy emphasizing large-cap and technology companies, combining fundamental, technical, and macroeconomic research.

Siravich Krasaeath is a financial advisor with Diversey Capital, LLC, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He concurrently has over 20 years of experience at Cushman & Wakefield. Krasaeath maintains an active state managing broker real estate license, which is notable for an independent advisor of his firm’s size. Diversey Capital provides discretionary portfolio management and financial planning services primarily to mid- to high-net-worth individuals and related entities. The firm’s investment approach focuses on matching asset allocation to clients’ time horizons and diversification needs, utilizing mutual funds, ETFs, and proprietary analytical tools, and also offers a distinct absolute-return multi-strategy program under a performance-based fee structure.

Matthew Furlong is the principal advisor at Furlong Investment Solutions, LLC in Chicago, IL. He holds the CFP® and CFA® designations and has 10 years of industry experience. Since 2016, he has led his independent firm, providing financial planning and investment management services. Furlong Investment Solutions, LLC is a fee-only registered investment adviser serving individuals, family trusts, estates, qualified retirement plans, and corporate clients. The firm employs a core-and-satellite strategic asset allocation approach with an emphasis on low-cost passive investments supplemented by tactical active positions, alongside integrated financial planning and retirement plan consulting under a fiduciary model.

Xuan Wang is a CFA® charterholder with five years of industry experience. He currently serves as the sole advisor at EN+ Wealth, having previously worked at William Blair and ProManage LLC. EN+ Wealth operates a web-based financial advisory platform focused on underserved communities, particularly young and emerging families and Chinese and Asian individuals in the U.S. The firm combines AI-driven personalized recommendations with human oversight, offering a range of investment and financial planning services through a membership-tiered model.

Jinyu Yu is a CFA® charterholder and holds a Series 66 license with nine years of industry experience. He has worked at Neuberger Berman from 2016 to 2026 before joining Lakeshore Private Office LLC in 2026. Lakeshore Private Office is an independent advisory firm that has not yet commenced operations and reports no client assets. The firm plans to serve individuals, high-net-worth families, trusts, estates, and entities with non-discretionary private markets advisory and monitoring, portfolio architecture, and family investment education. Its approach is client-side and non-discretionary, focusing on evaluating private fund documents, monitoring fund reports, and providing tailored engagements without discretionary authority or custody.

Stanley Pillman Jr. is a financial advisor at Addison Asset Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at UBS Financial Services, Oppenheimer Asset Management, Oppenheimer, and CIBC World Markets Corp. since 1998. Addison Asset Management provides customized wealth and portfolio management services to individual investors, including high-net-worth clients. The firm emphasizes asset-allocation driven portfolios, uses NaviPlan Ibbotson software, and manages accounts on a non-discretionary basis with active trading across various investment types.

Benjamin Holland is a CFP® with 18 years of industry experience, currently serving as the sole advisor at FPG Wealth since 2023. Prior to this, he worked for 15 years at Oppenheimer. Outside of his advisory work, Holland is involved in managing charitable trusts and is an equity investor in a Chicago-area film production company. FPG Wealth is an independent registered investment adviser that offers discretionary asset management and comprehensive portfolio services primarily to high-net-worth individuals. The firm utilizes a multi-method investment approach and incorporates sub-advisory relationships and private investment affiliations to deliver tailored strategies across a range of asset classes.

George Blaskett is a financial advisor at Seam Financial with a Series 65 designation and one year of industry experience. His prior work history includes roles at PricewaterhouseCoopers and Crunch. Seam Financial LLC is a fee-only registered investment adviser providing discretionary investment management and comprehensive financial planning to individuals and high-net-worth clients. The firm employs a blend of fundamental, technical, cyclical, and charting analysis within a framework based on Modern Portfolio Theory, utilizing both passive and active management strategies.

Meridith Hutchens is a financial advisor at Fortis Portfolio Solutions, LLC in Chicago, IL, holding Series 63 and Series 65 credentials with 29 years of industry experience. She has held roles at multiple firms, including Crossroads Advisory Group, CoreCap Advisors, and Polaris Greystone Financial Group. Outside of her advisory work, Hutchens is managing partner at Fortis Consulting, LLC, which provides best practice consulting services for RIA firms. Fortis Portfolio Solutions offers discretionary portfolio management, sub-advisory, and white-label asset management services primarily to high-net-worth individuals and other registered investment advisers. The firm uses proprietary valuation models combined with technical and momentum analysis to build tactical, concentrated portfolios that emphasize risk control and flexibility.

Colin founded Mindful Money Financial Counsel in 2010 and has over 18 years of experience talking with people about money. Prior to founding the company, he worked at Fidelity Investments for 10 years in a variety of positions: service and trading representative, retirement investment specialist, investment representative, financial planning consultant, and Vice President Senior Account Executive. He received an MBA with a finance concentration from Xavier University and a bachelor's degree in Business Management from Ohio University. Colin is a CERTIFIED FINANCIAL PLANNER™ professional, and a Registered Investment Adviser. He specializes in providing holistic financial planning and investment advice to Chicagoland individuals and couples in their 30’s and 40’s. Colin is an early riser, an Eagle Scout, and eager to lend a hand. He was born in Dayton, Ohio and lived in Waldorf, Maryland and Cincinnati, Ohio before moving to Chicago in 2003.

Eric Stewart is a Series 65-licensed financial advisor based in Chicago, IL, with experience spanning multiple roles since 2024, including positions at Apple Inc. and several other companies. He is affiliated with Vector7 Capital, a newly registered investment advisory firm. Vector7 Capital offers discretionary and non-discretionary portfolio management, comprehensive and modular financial planning, and ERISA retirement plan advisory services. The firm utilizes a blend of fundamental and technical analysis, quantitative methods, and enterprise-grade AI tools to develop tailored investment strategies for a diverse client base.

Alfred Nichols is the sole advisor at Nichols Wealth Advisors in Chicago, IL, holding CFP® and ChFC® designations with 38 years of industry experience. He founded Nichols Wealth Advisors in 2016 and serves as a trustee and finance committee member for St. John African Methodist Episcopal Church in Aurora, IL, where he manages approved funds. Nichols Wealth Advisors serves individual and institutional clients with discretionary and non-discretionary portfolio management, financial planning, and pension consulting. The firm employs three actively managed investment strategies focused on equity income, multi-cap equity, and intermediate fixed income, emphasizing disciplined portfolio construction and risk-adjusted performance.

Alvin Walker Jr. is a financial advisor at Lake Jericho, LLC with 17 years of industry experience. He holds the CFP® and CFA® designations and has worked at Lake Jericho since 2014, following six years at One Compass Advisors. Lake Jericho, LLC is an independent, fee-only registered investment adviser serving individuals, households, family offices, foundations, endowments, nonprofit organizations, plan sponsors, and businesses. The firm employs a disciplined investment approach based on modern portfolio theory and academic research, combining passive core exposures with selective active management, and also provides benefit-plan consulting and financial planning services.

Benjamin Henke is an advisor at Menominee Capital in Chicago, IL, with seven years at the firm and a total of two years’ industry experience. He holds Series 65 and Series 66 licenses. Outside of his advisory role, he has worked in hospitality-related positions, including at Wendella Tour and Cruises and Glunz Tavern. Menominee Capital is a state-registered investment adviser that serves a wide range of clients, from individuals to institutional entities. The firm primarily uses passive investment management with index mutual funds and ETFs, while also applying fundamental and technical analysis and overseeing third-party managers.

William Keffer is a CFP® and ChFC® with 20 years of experience in financial planning, operating Keffer Financial Planning since 2007. His background includes extensive work in life, annuity, and insurance businesses. Keffer Financial Planning serves individuals, trusts, estates, charitable organizations, small businesses, and professionals, offering financial planning and investment consultation. The firm emphasizes a long-term, buy-and-hold investment approach using asset-allocation models and provides services on an hourly or project basis without custodial management of client assets.