Clayton Lawrie is a Series 65 licensed financial advisor at Trac Asset Management LLC with 17 years of industry experience. He has worked at Trac Asset Management since 2015. Trac Asset Management provides investment advisory and portfolio management services to high-net-worth individuals as well as institutional clients including trusts, estates, and corporations. The firm employs both discretionary and non-discretionary strategies, using fundamental, technical, and cyclical analysis across a range of investment vehicles, and offers educational seminars and workshops for clients and the public.

Zachary Fietsch is the sole advisor at Jackalope Capital and holds a Series 65 designation with six years of industry experience. He has operated Jackalope Capital since 2020 and concurrently serves as a Tax Principal and CPA at ZFP, CPA since 2016. Jackalope Capital offers discretionary investment management and financial planning to individuals, families, trusts, businesses, and charitable organizations. The firm employs a multi-disciplinary investment process and proprietary asset-allocation methodology, integrating tax and accounting considerations through its affiliation with an accounting practice.

Elizabeth Buffardi is a CFP® and Series 65 registered advisor with 14 years of experience. She is the President and Investment Adviser Representative of Crescendo Financial Planners, Inc., where she has worked since 2009. Prior to Crescendo, she was with FinancialPlanning4Me, LLC for one year. Crescendo Financial Planners provides fee-only holistic financial planning to individuals and families, focusing on middle-income clients without a formal asset minimum. The firm emphasizes long-term, primarily passive investment strategies using ETFs and index mutual funds, and operates on a non-discretionary basis with a fee structure based on fixed retainers and hourly engagements.

Timothy Bodnar is a financial advisor at Huron Investment Management, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with Huron Investments since 2010. Huron Investment Management is an independent registered investment adviser serving individuals, families, high-net-worth clients, and trusts. The firm employs a value-oriented, multi-method investment process and offers a range of strategy profiles, including conservative fixed income and long-term growth, while incorporating derivatives, hedging, and preauthorized leverage in portfolio management.

Henry Gorecki is a CFP® with 23 years of industry experience and principal of HG Wealth Management, LLC, an independent firm he has led since 2012. Based in Chicago, IL, he holds Series 63 and Series 65 licenses. HG Wealth Management serves individual investors as well as trusts, estates, foundations, charities, and businesses, providing financial planning, investment consultation, and investment supervisory services. The firm employs a Core + Satellite investment approach and offers tailored services including modular reviews and comprehensive plans, managing assets on both a discretionary and non-discretionary basis while coordinating with clients’ other professionals.

Patrick Brierton is a financial advisor with BWM LLC in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He worked at Ameriprise from 2009 to 2021 before joining BWM LLC in 2021. His other activities include serving in fiduciary roles such as trustee and personal representative. BWM LLC provides discretionary investment management and financial planning services primarily to high-net-worth individuals, trusts, and estates. The firm uses fundamental analysis and a long-term approach, constructing diversified portfolios mainly composed of mutual funds and ETFs, while employing individual stocks, fixed income, and options as needed.

Mark Nelson is a financial advisor at NFO Financial Advisory LLC in Westmont, IL, holding a Series 65 designation with six years of industry experience. He previously worked at Crestline Denali Capital from 2014 to 2020. NFO Financial Advisory LLC serves individual clients through a subscription membership model with no minimum asset requirement. The firm provides financial planning, investment guidance, tax filing services, and consulting, emphasizing long-term investing with strategic and tactical asset allocation primarily using ETFs and mutual funds. NFO charges fixed monthly fees rather than asset-based fees and does not manage or take custody of client assets.

Jac Cerney is the principal of JAC Wealth Management Services, LLC, an independent registered investment adviser based in Evanston, IL. He holds CFP® and CFA® designations and has 21 years of industry experience. Cerney has led his firm since 2009, providing financial planning and portfolio management services. JAC Wealth Management Services, LLC offers fee-only financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm uses fundamental analysis and longer-term purchase strategies, typically employing exchange-traded funds and bank certificates of deposit, with portfolio allocations tailored to clients’ objectives, risk tolerance, and liquidity needs.

Patrick Crowley is a financial advisor at Crowley Capital Management LLC with 19 years of industry experience. Prior to founding his independent firm in 2024, he worked for 11 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated. He holds a Series 66 designation. Outside of his advisory role, he is listed as treasurer and vice president of a family-owned real estate company. Crowley Capital Management provides discretionary asset management and financial planning services to individuals, trusts, small businesses, and estates. The firm customizes portfolio management based on client objectives and risk tolerance, utilizing fundamental and technical analysis, and may employ third-party sub-advisors.

Robert Bell is a CFP® certificant with 19 years of industry experience. He has operated Mark Bell Advisory Services, Inc., an independent advisory firm based in Chicago, since 2002. The firm is a fee-only, SEC-registered investment adviser serving individuals, trusts, estates, and certain pension and profit-sharing plans. Mark Bell Advisory Services focuses on discretionary money management and financial planning for a limited client base, typically close family or friends. The firm constructs tax-aware, diversified portfolios using no-load mutual funds, ETFs, and individual bonds, and manages accounts primarily on a discretionary basis through institutional custody platforms.

Jon De Vries is a financial advisor at Kiddos Capital with a Series 65 designation and one year of industry experience. His prior roles include positions in healthcare advisory, medical technology, publishing, and technology firms. Kiddos Capital is an independent advisory firm that serves parents saving for college through a membership-based model. The firm offers customized financial planning, portfolio management with tax-aware strategies like direct indexing and tax-loss harvesting, socially responsible screening, and lender auctions to secure favorable student loan terms.

Jeffrey Smith is a CFP® professional with 21 years of experience in financial advising. He has been the sole advisor at North Shore Investment Consulting LLC since 2004. North Shore Investment Consulting LLC provides fee-only investment management, comprehensive financial planning, and consulting primarily to high-net-worth individuals, professionals, retirees, and select profit-sharing plans. The firm emphasizes Modern Portfolio Theory, diversification, indexing, and quantitative optimization, managing portfolios largely on a non-discretionary basis with client consent for trades.

Leela Rao is a CFA® charterholder and holds a Series 65 license, with 20 years of industry experience. She has been with Goodwin Asset Management Inc. since 2002. Rao serves as a director of the Raagalaya Foundation Inc., a nonprofit organization registered in Florida. Goodwin Asset Management provides discretionary investment management and comprehensive financial planning primarily to high-net-worth individuals, families, trusts, and retirement plans. The firm employs a conservative, value-oriented investment strategy combining top-down macro allocation with bottom-up security selection, and it also offers pension-plan consulting and retirement-plan management services.

Michael Bloom is a CFP® and ChFC® with 26 years of industry experience, currently serving as the sole advisor at Grosse Point Capital Management in Evanston, IL. His prior roles include positions at THE O.N. Equity Sales Company, Ohio National Financial Services, and Eusebius Advisors LLC. In addition to his advisory work, he manages an insurance agency focusing on life, disability income, long-term care insurance, and fixed annuities. Grosse Point Capital Management provides discretionary investment management, IRA services, and both standalone financial planning and ongoing consulting to individuals, families, and closely held businesses. The firm employs a Modern Portfolio Theory-based approach using diversified asset classes primarily implemented through low-cost mutual funds and ETFs, with a focus on long-term asset allocation, periodic rebalancing, and attention to tax and transaction costs.

Galia Felemovicius is a CFP® professional with nine years of experience in the financial advisory industry, currently serving as the sole advisor at Foresight Wealth Advisors. Her prior experience includes roles at Maimon Wealth Management LTD. and Dimeo Schneider & Associates. She is also affiliated with a non-US investment adviser as an investment advisory representative, dedicating about 15% of her time to this separate activity. Foresight Wealth Advisors provides wealth management services to individual and high-net-worth clients, offering portfolio management, third-party sub-adviser selection, and comprehensive financial planning across various areas including retirement and estate planning. The firm constructs customized portfolios through a combination of fundamental, quantitative, and technical analysis, frequently utilizing institutional strategies via a third-party sub-adviser platform.

Daniel Rooker is a CFP® with 12 years of industry experience and is the principal of Rook Financial LLC in Oak Park, IL. He has held advisory roles at several firms, including WealthTrace Advisors Inc. and SLP Wealth. Outside of his financial advisory work, he coaches swim classes at a health and fitness gym. Rook Financial LLC is an independent, single-advisor firm offering financial planning, discretionary investment management, and retirement plan consulting for individuals and small-business plan sponsors. The firm emphasizes long-term, risk-based asset allocation with broad global diversification and typically serves clients with substantial investable assets as well as employer retirement plans.

Dale Wong is a financial advisor at Missio Investment Management LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Missio since 2018. Prior to that, he was employed at Northeastern University and Convergence Investments. Missio Investment Management provides discretionary portfolio management and limited financial planning to individuals, high-net-worth clients, endowments, and corporate clients. The firm uses a predominantly passive investment approach combined with active management for up to 30% of assets, tailoring portfolios to client-specific investment policy statements.

Steven Clancy is a Certified Public Accountant and financial advisor with seven years of experience in accounting and one year in advisory services. He is the principal of Clancy Capital Advisors LLC, an independent firm based in Chicago. Prior to founding his advisory firm, he worked at Prestone Products Corporation for five years. Clancy Capital Advisors LLC provides portfolio management and comprehensive wealth management services to individual and high-net-worth clients, integrating financial planning and tax planning. The firm uses fundamental analysis and modern portfolio theory to build diversified portfolios and offers both one-time and ongoing planning options, including a subscription-style service.

William Geiger is the sole advisor at Geiger Wealth Management in Oak Brook, IL, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been associated with Geiger Wealth Management since 1995 and has operated under the firm SSB 5, Inc. d/b/a Geiger Wealth Management since 2011. Outside of advisory work, he is also an insurance agent at De Blanco Inc., dedicating a significant portion of his time to insurance activities. Geiger Wealth Management is a state-registered investment adviser offering fee-based portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy incorporating technical and cyclical analysis and provides customized investment recommendations across various instruments while also overseeing third-party money managers.

Michael Tilatti is a CFA® charterholder and holds a Series 66 license, with seven years of industry experience. He is the sole advisor at Tilatti Wealth Management LLC in Chicago, having previously worked at Northwestern Mutual Investment Management and XR Securities LLC. Outside of his financial advisory role, he serves as a recess and lunch monitor at Goethe Elementary School. Tilatti Wealth Management provides discretionary asset management, comprehensive financial planning, and retirement-plan consulting to individual and corporate clients. The firm employs a primarily passive investment approach focused on index mutual funds and ETFs within a strategic allocation framework, while also offering pension consulting and institutional-style fiduciary services uncommon among firms of its size.