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.

Thomas Koleski is a CFP® professional with 16 years of industry experience, currently serving at Cedar Capital, LLC since 2017. Prior to Cedar Capital, he spent one year at 55 Capital. Cedar Capital, LLC is an independent investment adviser that provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, and other business clients. The firm specializes in ETF-based model portfolios, offering both strategic and active asset allocation approaches tailored to client objectives, risk tolerance, and tax considerations.

Michael Green is a CFP® with 25 years of experience at Capital Management Group, Inc. and over 45 years with Green Plagge & Associates, a separate accounting and financial planning business he co-founded. He provides accounting, tax, and financial planning services outside of his advisory role. Capital Management Group, Inc. offers discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, businesses, and employee benefit plans. The firm employs a buy-and-hold investment approach with an emphasis on conservative fixed-income management and conducts ongoing portfolio reviews and semiannual rebalancing.

Donald Heatherly is a financial advisor with HK Private Client, LLC, holding Series 66 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Fifth Third Private Bank and Northern Trust. He is also licensed to sell life, health, and long-term care insurance. HK Private Client, LLC is a small, supported registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and financial planning services. The firm uses quantitative tools and integrates financial planning into advisory relationships while managing diversified portfolios tailored to client objectives and risk tolerance.

Jeffrey Kabbe is a financial advisor at Blue Cedar Advisors LLC with five years of industry experience. He holds a Series 65 designation and is also the managing partner of Kabbe Law Group, LLC, a law firm specializing in estate planning and elder law. Blue Cedar Advisors LLC provides portfolio management and integrated financial planning services primarily to high-net-worth individuals, utilizing a variety of analytical methods and a long-term trading orientation to guide discretionary investment decisions.

Venkatakrishna Vedam is a financial advisor with V2 Financial Group, LLC, holding a Series 65 credential and 19 years of industry experience. He has been with V2 Financial Group since 2006 and also works as a mortgage consultant and loan officer at ABS Home Mortgage, where he has been involved since 2004. Additionally, Vedam serves as president of Millennium Financial and Business Services, Inc., providing business consulting to small businesses. V2 Financial Group is a registered investment adviser serving individual and small-business clients, including high-net-worth individuals, with discretionary asset management and personalized portfolio construction. The firm combines modern portfolio theory with macroeconomic, technical, and behavioral analysis to manage multi-hundred-million dollar portfolios across various asset classes.

Thomas Gavin IV is a financial advisor at GW Asset Management LLC with one year of industry experience. He holds a Series 66 designation and has worked at a range of firms including Gar Wood Securities, LLC, DeFonseka, LLC, and Cannatrac Financial Corp. Outside of his advisory role, he has involvement with consulting and technology companies. GW Asset Management is a state-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides model portfolios and portfolio management driven by strategic and tactical quantitative analysis, using a mix of ETFs, equities, corporate debt, mutual funds, and occasionally alternative investments.

Brian Dress is a financial advisor at Left Brain Wealth Management, LLC in Naperville, IL, holding a Series 65 credential with five years of industry experience. He has worked at Left Brain Wealth Management since 2018 and previously spent six years at AE Trading. Left Brain Wealth Management provides discretionary asset management and financial planning services to individuals, trusts, retirement plans, corporations, and other entities. The firm uses a proprietary JARVIS platform combining fundamental, technical, and quantitative analysis to manage tailored portfolios and pooled private funds.

Kraig Mickelsen is a CFP® with 29 years of industry experience, currently serving at KRM Financial Planning & Wealth Management, LLC. His prior experience includes 17 years at Ausdal Financial Partners and roles at Arete Wealth Advisors and Arete Wealth Management. Outside of financial advising, he is a minority owner and managing member of Integrated Planning LLC, a financial planning collaborative, and holds minority ownership in custom homebuilding businesses. KRM Financial Planning & Wealth Management primarily serves institutional clients such as pension and profit-sharing plans, foundations, endowments, and businesses, while also providing financial planning and consulting services to individuals and families. The firm uses proprietary models and third-party money managers combined with ongoing due diligence and offers ERISA 3(21) fiduciary consulting and participant education programs for retirement plans.

Venkatram Krishnamurthy is a financial advisor at V2 Financial Group, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with V2 Financial Group since 2006. In addition to his advisory role, he has been involved with the College of Lake County since 2004. V2 Financial Group serves individual and small-business clients, including high-net-worth individuals, offering discretionary asset management and personalized portfolio construction. The firm combines modern portfolio theory with macroeconomic, technical, and behavioral analysis to manage multi-hundred-million dollar client assets through strategic and tactical investment approaches.

Graham Craig is a financial advisor at Tower Wealth Advisors, Inc. with 16 years of industry experience. He holds a Series 66 designation and has worked at Tower Wealth Advisors since 2016 and at Robert Baird & Co. since 2011. Tower Wealth Advisors provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $47 million across about 218 client accounts. The firm focuses on exchange-traded equities, supplemented by registered investment companies and cash, and offers both discretionary and non-discretionary portfolio management alongside assistance with 401(k) plans.

Ibrahim Galaria is the principal of Galaria Capital Management, LLC in Naperville, IL, holding the ChFC® designation and Series 66 license with 23 years of industry experience. He has been with Galaria Capital Management since 1994. Outside of advisory work, he manages a family-owned medical office property in Virginia. Galaria Capital Management provides asset management and investment planning services to individuals, families, trusts, small businesses, and employer retirement plans. The firm emphasizes customized strategies based on client age, time horizon, and risk tolerance, focusing on asset allocation, diversification, and accommodating faith-based or socially conscious preferences when practicable.

Samuel Hardy is a financial advisor with Cambier Capital, LLC, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at 2642 Capital, Stenger Family Office, PT Asset Management, and Performance Trust Capital Partners. Cambier Capital provides wealth management and investment services for individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, corporations, and other entities. The firm offers customized portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing a long-term investment approach complemented by fundamental and technical analysis and third-party manager reviews.

Simon Granner is a financial advisor at PCFO Capital with nine years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Thrivent Financial and Rewired Planning, LLC. PCFO Capital provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm’s investment approach combines fundamental analysis and modern portfolio theory with a long-term trading orientation, tailoring portfolios to clients’ goals, tax considerations, and risk tolerances.

Brett Rentmeester is a CFA® charterholder and president of Windrock Wealth Management in Naperville, IL, with 13 years of industry experience. He was previously employed by Altair Advisers, a Chicago-based investment advisor, until early 2013. Rentmeester is also a partial owner of Iridius Investment Advisors LLC, a private fund advisory firm focused on real estate, cross-border, and financial services investments. Windrock Wealth Management serves high-net-worth individuals, family offices, and retirement-plan sponsors by providing discretionary portfolio management, family office solutions, and fiduciary retirement-plan consulting. The firm emphasizes a macroeconomic, multi-year asset-allocation framework and offers clients access to private investment opportunities alongside traditional advisory services.

Roger Kadisak is a CFP® and Series 65-licensed advisor with 27 years of industry experience. He has been with Kadisak Financial Services, Inc. since 1995. The firm provides discretionary investment management and financial planning to both high-net-worth and non-HNW individual and trust clients. Kadisak Financial Services manages approximately $65.5 million across about 77 client relationships, using an actively managed, tactical asset-allocation approach focused on diversified mutual funds and ETFs.

Alzena Saleem is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Galaria Capital Management, LLC since 2012. She holds Series 63 and Series 65 licenses and is based in Naperville, IL. Galaria Capital Management provides asset management and investment planning services to individuals, families, trusts, small businesses, and employer retirement plans. The firm emphasizes customized strategies based on client age, time horizon, and risk tolerance, focusing on asset allocation and diversification across various investment styles and sectors.

Charles McKenna is a financial advisor at McKenna Capital, Inc. with eight years of industry experience. He holds Series 63 and Series 65 credentials and has operated as a sole proprietor since 2009. Outside of his advisory work, McKenna serves as a director at Wheaton Bank and Trust and Penske Motor Group, and he owns a business services company. McKenna Capital is a small advisory firm serving individual and high-net-worth clients, as well as select institutional accounts, offering portfolio management and standalone financial planning. The firm employs a combination of charting, fundamental and technical analysis, and uses a range of investment vehicles including mutual funds, ETFs, equities, and fixed income to construct portfolios tailored to documented client risk tolerances.

Edward Downey Jr. is the sole advisor at DFG Wealth Management, LLC in Bartlett, Illinois, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been associated with Downey Financial Group, Inc. since 2003 and has held roles at Advisors Excel and DFG Wealth Management since 2011. Outside of advisory work, he is involved in fixed insurance sales and tax preparation. DFG Wealth Management provides investment management and financial planning primarily to individual and high-net-worth clients, offering both discretionary portfolios and access to third-party money managers. The firm employs a blend of fundamental and technical analysis with active sector rotation and various investment strategies, managing approximately $65 million for about 143 clients in a single-advisor setting.

Daniel De Boer is a Series 65 credentialed financial advisor at Cruz Investments & Wealth Management with one year of industry experience. Prior to joining the firm, he worked at Aurora University and Kaneland School District 302. Cruz Investments & Wealth Management serves pooled investment vehicles and institutional clients, offering financial planning, qualified plan management, and third-party investment adviser selection and monitoring. The firm’s approach focuses on asset allocation informed by external research, with portfolio management handled by third-party advisers on a non-discretionary basis.