Cynthia Menker is a CFP® with 24 years of industry experience, currently serving at Contour Financial since 2001. She holds a Series 65 license and is based in Orland Park, IL. Contour Financial serves individual households focusing on retirement planning and investment management for clients who are not high-net-worth. The firm emphasizes diversified portfolios using mutual funds and ETFs, combines investment oversight with comprehensive financial planning services, and operates as a fee-only fiduciary under the NAPFA code.

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.

Melissa Osika is an investment advisor with Herr Capital Management LLC in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked at Herr Capital Management since 2017 and previously held positions at American Portfolios Financial Services, Inc., SSN Advisory, Inc., and Securities Service Network. In addition to her advisory role, she is a licensed insurance agent offering life, health, disability, long-term care, and fixed annuities. Herr Capital Management LLC is a private wealth advisory firm serving individuals, families, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm employs a disciplined investment process with strategic and tactical allocation adjustments and offers financial planning, discretionary investment management, and retirement-plan consulting.

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.

Timothy Regan is a CFP® and ChFC® with 29 years of industry experience. He is currently with PrairieView Wealth & Tax Advisors and has previously worked at Purshe Kaplan Sterling Investments and Thrivent Financial, where he spent 18 years. Outside of his advisory role, Regan serves as chairman of the Grace Christian Academy School Board. PrairieView Wealth & Tax Advisors provides personalized financial planning and portfolio management to individuals, families, trusts, and businesses. The firm integrates tax-preparation services and licensed insurance offerings alongside its investment process, which emphasizes fundamental analysis to build customized portfolios.

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.

Adam Wilson is a Series 65-licensed advisor at Stabile Investment Management with one year of industry experience. His prior work includes roles at Sevita Health, Anixter - Wesco, Surgical Care Affiliates, and DeVry University. Stabile Investment Management serves individual and high-net-worth clients by providing discretionary and non-discretionary portfolio management and investment consulting. The firm emphasizes diversification and fundamental analysis within a documented Investment Policy Statement, regularly reviews portfolios, and generally avoids IPOs, SPACs, and cryptocurrencies.

Giacomo Manfredini is a financial advisor at FMI Financial, Ltd. with a Series 65 designation and one year of industry experience. Prior to joining FMI Financial in 2026, he worked at GoldStone Financial Group and has educational experience at Elmhurst University and Nazareth Academy. FMI Financial, Ltd. provides investment advisory services to institutional investors, high-net-worth individuals, corporate retirement plans, trusts, and estates. The firm offers discretionary portfolio management, investment consulting, and financial planning, emphasizing a long-term, diversified approach and individualized Investment Policy Statements.

Benjamin Tegeler is a financial advisor at Gineris Wealth Management with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including Osaic Wealth Inc and Woodbury Financial Services. Tegeler also sells life insurance and annuity products as part of his financial planning services. Gineris Wealth Management advises individual clients and small businesses, providing non-discretionary portfolio management, hourly financial planning, and access to third-party advisory programs. The firm emphasizes diversified asset allocation and long-term strategies, using model portfolios and sub-advisers while implementing changes upon client approval.

Christopher Plahm is a CFP® professional with 25 years of experience in financial advising. He is a partner at Stonebridge Wealth Management LLC in Oak Brook, IL, where he has worked since 2011, and he also serves as managing member and CCO of Tall Pines Capital, LLC. His career includes prior roles at Commonwealth Financial Network and APW Capital, Inc. Stonebridge Wealth Management serves individuals, trusts, corporations, partnerships, and tax-exempt entities, managing approximately $283 million for around 288 clients. The firm provides discretionary investment management, financial planning, and family-office/business consulting, using customized portfolios that incorporate ETFs, separate account managers, and individual securities, with a fiduciary approach to client assets.

Michael Pensinger is the sole advisor at Pensinger Financial, Inc. in Lemont, IL, holding a Series 65 designation with 12 years of industry experience. He has led Pensinger Financial, LLC since 2014. Outside of financial advising, he is involved in real estate development through Denanson Development LLC Series Drexel Manor. Pensinger Financial provides investment advisory and financial planning services to individuals, high-net-worth clients, and small businesses. The firm’s approach is based on efficient market theory and modern portfolio theory, focusing on long-term investing primarily through indexed mutual funds and ETFs.

Brian Wilson is a financial advisor at Stabile Investment Management with 18 years of industry experience. He holds a Series 65 designation and has worked with the firm since 2008. Prior to that, he was affiliated with Financial Solutions Advisory Group beginning in 2004. Stabile Investment Management serves individual and high-net-worth clients by providing discretionary and non-discretionary portfolio management along with on-demand investment consulting. The firm emphasizes diversification and fundamental analysis guided by an Investment Policy Statement, reviews portfolios quarterly, and generally avoids IPOs, SPACs, and cryptocurrencies.

David Latko Jr. is a financial advisor with Latko Wealth Management, Ltd. in Frankfort, IL, holding Series 65 and Series 63 credentials and bringing 10 years of industry experience. He has been affiliated with LPL Financial, LLC, and Latko Wealth Management since 2016. Latko Wealth Management provides discretionary and non-discretionary investment advisory services, financial planning, and hourly consulting to individual clients, including high-net-worth households, as well as foundations, endowments, and corporate clients. The firm employs a personalized, goal-based process and offers a broad range of portfolio options, including mutual funds, ETFs, equities, fixed income, options, alternatives, and annuities, with ongoing account oversight.

Joseph McDonnell is a financial advisor at McDonnell Capital Management with 21 years of industry experience. He holds the CFP® and PFS™ designations, as well as Series 63 and 65 licenses. McDonnell has operated his own CPA practice since 1989 and has managed McDonnell Wealth Management since 2012. He serves as a school treasurer for multiple local school districts and a community educational foundation, overseeing their financial activities and fund investments. McDonnell Capital Management provides discretionary and non-discretionary investment management, retirement plan consulting, and integrated financial planning to a diverse client base including institutions, business owners, trusts, municipalities, and individual investors. The firm’s goals-driven investment approach is based on Modern Portfolio Theory and utilizes customized policy statements and financial modeling to guide asset allocation and measure progress.

Thomas Westrick is a CFP® professional with 27 years of experience in the financial services industry. He is the sole advisor at RPC Private Wealth, LLC and has held positions at firms including Private Vista, LLC, APW Capital, Inc., and Retirement Programs, LLC. Outside of his advisory role, he works as a financial consultant at Retirement Programs Co. LLC, where he assists with financial planning and client management. RPC Private Wealth provides discretionary portfolio management to individuals, high-net-worth clients, and pension/profit-sharing plans through three distinct platforms. The firm’s investment approach emphasizes mutual funds, ETFs, and real estate funds, managing accounts with discretionary authority and tailored client investment policies.

Tyler May is a financial advisor at Forest Asset Management LLC with six years of industry experience. He holds a Series 65 designation and has worked at Forest Asset Management since 2018, following three years at ConAgra Brands. Forest Asset Management LLC serves individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory, primarily using passive and evidence-based mutual funds and ETFs, with discretionary portfolio management and financial planning services.

Christopher McDonnell is a financial advisor at McDonnell Capital Management with 16 years of industry experience. He holds a Series 66 designation and has been leading McDonnell Wealth Management, LLC since 2012. McDonnell Capital Management provides discretionary investment management, non-discretionary advisory services, ERISA 3(21) co-fiduciary retirement plan consulting, and integrated financial planning to a diverse client base including institutions, business owners, trusts, municipalities, and individual clients. The firm employs a goals-driven investment approach based on Modern Portfolio Theory, utilizing customized investment policy statements and financial modeling to guide asset allocation and monitor progress.

Richard Borek is a CFP® professional with 15 years of experience in financial advising. He is currently with SC Wealth Advisors and has held roles at Secure Capital Wealth Advisors LLC and Secure Capital Management USA LLC. SC Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities by providing discretionary portfolio management and financial planning. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis across various asset classes.

Mark Pesavento is a CFP® and PFS™ with 19 years of industry experience. He has worked at Forest Asset Management LLC since 2006 and previously operated his own consulting firm, Mark S. Pesavento LLC, providing business consulting, transition, and valuation services. He is also president and owner of Cleco Industrial Fasteners Inc., where he serves as outside controller. Forest Asset Management LLC advises individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, asset-allocation-driven investment approach using primarily passive and evidence-based mutual funds and ETFs, supported by written investment policy statements, portfolio modeling, and third-party sub-advisers.

Matthew Pequet is a financial advisor with MPI Wealth Management LLC in Hinsdale, Illinois. He holds a Series 65 designation and has seven years of industry experience. Prior to his current role, he worked at MPI Investment Management Inc for 19 years. MPI Wealth Management provides discretionary investment management and sub-advisory services to a diverse client base, including institutional and individual clients such as pension plans, banks, corporations, charitable organizations, and high-net-worth individuals. The firm combines quantitative techniques, technical and fundamental analysis, and macroeconomic research to tailor portfolios aligned with client objectives.