Tucker Hutchinson is a CFA® charterholder and holds Series 65 and Series 63 licenses, with five years of industry experience. He has worked at 235 Wealth Management, LLC since 2024 and previously was with Wells Fargo Clearing from 2021 to 2024. Before entering finance, he served in the United States Air Force from 2017 to 2021. Two Three Five is an independent advisory firm serving individuals, high net worth clients, trusts, corporations, and employer-sponsored retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a combination of fundamental, technical, and quantitative approaches, along with specialized services in pension consulting and corporate advisory work.

Kurt Winiecki is the sole advisor at Winiecki Wealth Management in Chicago, IL, holding a Series 66 designation with 18 years of industry experience. He founded his independent firm in 2011 and has a background in accounting and law. Winiecki Wealth Management serves individuals, families, and business and retirement-plan clients by offering discretionary and non-discretionary investment advisory services, financial planning, and speaking engagements. The firm manages approximately $64 million in assets, emphasizes portfolios mainly composed of ETFs, mutual funds, Treasury bills, CDs, and fixed income, and frequently advises retirement plan sponsors as either an ERISA 3(21) or 3(38) fiduciary.

Kawashima Seiya is a financial advisor with Two Capital, LLC, holding a Series 65 designation and one year of industry experience. He also works as a systems administrator at the University of Chicago, where he has been employed since 2009. Two Capital, LLC is an independent firm providing investment advising and discretionary portfolio management to individuals, high-net-worth investors, trusts, estates, charitable organizations, and business entities. The firm employs a value-investing approach focused on individual U.S. equities and U.S. Treasury securities, with portfolio management tailored to both longer-term and shorter holding periods.

Laura Allen is a financial advisor at Chase Allen Wealth in Chicago, IL, holding a Series 65 designation. She has experience from prior roles at Loadsmart, Inc., Root Inc., and the University of Michigan - Ross School of Business. Laura founded Chase Allen Wealth in 2024 and operates as its sole advisor. Chase Allen Wealth provides fee-only financial planning and coaching services to individuals and high-net-worth clients, focusing on project-based and hourly engagements. The firm emphasizes financial clarity, cash flow management, and complex planning issues, using non-discretionary investment recommendations grounded in Modern Portfolio Theory.

Sergey Zaks is the principal of Zaks Investment Advisory Service, LLC in Chicago, IL, holding a Series 65 designation with 20 years of industry experience. He is also the founder and president of Distributed Software Development, Inc., a software company specializing in municipal systems such as 911 dispatch and voter-registration platforms. Zaks Investment Advisory Service provides discretionary and nondiscretionary separately managed accounts primarily for individual clients. The firm employs a passive investment approach focused on diversified portfolios using exchange-traded funds and mutual funds, adjusting allocations to client circumstances while maintaining low trading volumes and avoiding leverage.

Sophie Kaluziak is a financial advisor at Vista Financial Planning in Oak Park, IL, holding a Series 65 designation with 22 years of industry experience. She has been with Vista Financial Planning since 2003. Vista Financial Planning is a fee-only, independent firm serving individuals, families, and employee benefit plan sponsors. The firm offers comprehensive financial planning services, including tax planning, estate and risk management, retirement planning, and portfolio analysis, with an investment approach tailored to clients’ tax situations and risk tolerance.

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.

Vincent Bicicchi is the sole advisor at Galvanize Wealth LLC, an independent registered investment adviser based in La Grange Park, IL. He holds a Series 66 designation and has 19 years of industry experience. Prior to founding Galvanize Wealth in 2019, he worked at Levin Funding Group and has been involved with Vindico, Inc. since 2014 and OZO Development, LLC since 2018, serving as president and CFO/co-founder respectively. Outside of advisory services, he is active in insurance sales and business and estate consulting through Vindico, Inc., and participates in software development and financial strategy at OZO Development. Galvanize Wealth serves individuals, trusts, charitable organizations, small businesses, and qualified retirement plans, providing investment management, financial planning, and retirement-plan advisory services. The firm employs a long-term, asset-allocation-driven approach using passively managed mutual funds and ETFs, supported by written investment policy statements and periodic reviews. It also offers insurance and estate/business consulting through the principal’s additional activities and provides pension consulting and employee-benefit plan services.

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.

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.

Chenguttuvan Surendran is a financial advisor with Quest Wealth Management Incorporated in Westchester, Illinois. He holds Series 63 and Series 65 licenses and has 16 years of industry experience, including 12 years as a self-employed advisor at Quest Wealth Management. In addition to his advisory role, Surendran spends a significant portion of his time as an insurance agent involved in sales and services. Quest Wealth Management Incorporated provides discretionary and non-discretionary portfolio management services for a range of clients including individuals, pension plans, trusts, and business entities. The firm’s investment approach integrates fundamental, technical, and cyclical analysis, emphasizing long-term trading strategies, primarily no-load mutual funds, and options writing.

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.

Patricia Blagojevich is a financial advisor with Investment Navigation LLC in Chicago, IL, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Janian Investment Advisers, The Maytag Group LLC, and she is involved in producing podcasts and documentary films through Blue Suede Shoes Productions, LLC. Investment Navigation LLC provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individuals, 529 accounts, other advisers, and employer-sponsored plans. The firm uses third-party model marketplaces and applies fundamental analysis along with Modern Portfolio Theory to construct portfolios tailored to client goals and risk tolerances.