Michael Von Lunen is the founder and sole advisor at Wheel Advisors LLC, holding Series 63 and Series 65 licenses with four years of industry experience. His prior work includes roles at Harrer Law, P.C., T3 Trading Group, LLC, and Purchasing Platform. Outside of financial advising, he owns and operates Ripple360 LLC, a professional coaching business assisting entrepreneurs in building and managing their businesses. Wheel Advisors LLC provides discretionary asset management and advisory services to individuals, high-net-worth clients, and small businesses, with an investment approach focused on asset allocation and low-cost index investing. The firm offers financial planning and small-business consultation tailored to employers with 1–20 employees and combines percentage-based asset management with hourly-billed planning services.

Gary Harris is the principal of GH Private Wealth Management, Inc. in Chicago, IL, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has worked at Ciel Bleu Private Wealth Management Inc. since 2014 and Penn Mutual Life Insurance Company since 2012. Outside of advisory services, Harris is involved in insurance brokerage and is a silent partner in a funeral home management business. GH Private Wealth Management provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical asset-allocation approach using fundamental and technical analysis and offers discretionary portfolio management, third-party money manager recommendations, and educational seminars.

Theodore Barnhart is the sole advisor at Barnhart Investment Advisory in Elmhurst, Illinois, holding Series 63 and Series 65 credentials with 20 years of industry experience. He has led Barnhart Investment Advisory since 2009. Barnhart Investment Advisory serves individuals, families, trusts, and estates with discretionary portfolio management and investment consulting, focusing on active, tactical asset allocation and inflation-sensitive strategies. The firm manages a concentrated client base with customized solutions and requires clients to use a designated custodian platform for managed-account services.

Steven Petrovich is a financial advisor at Petrovich Capital Advisors LLC holding a Series 65 designation with nine years of prior experience at Dodger Investments LLC and eight years at NYC Health and Hospitals Corp. He has no prior industry experience as a registered advisor. Petrovich Capital Advisors provides discretionary and non-discretionary portfolio management primarily for individuals and high-net-worth clients, focusing on long-term strategies using publicly traded liquid securities such as ETFs and individual equities. The firm employs fundamental analysis, asset allocation, and diversification without using leverage, derivatives, or private placements.

Mary Deshong Kinkelaar is the sole advisor at Kinkelaar & Associates in Chicago, IL, holding a Series 65 designation with 21 years of industry experience. She has led Kinkelaar & Associates since 2004. Kinkelaar & Associates is an independent, fee-only firm providing tailored financial planning and investment advice to individuals, trusts, estates, and small businesses. The firm emphasizes strategic asset allocation using low-cost mutual funds and ETFs, offers educational workshops, and serves small-business and corporate plan clients without accepting commissions or managing client assets directly.

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.

Monarch Bhatt is a CFP® certificant based in Carol Stream, IL, with four years of industry experience. He is the sole advisor at Ascent Fintech LLC and has prior experience with firms including MBTAC Financial Services, Oak 22 Partners, and Inland Real Estate Group. In addition to his advisory role, Bhatt serves as Senior Financial Analyst for Roadrunner Transportation Services and is Executive Vice President at Ascent Infotech LLC, an IT services business. Ascent Fintech LLC is an independent advisory firm serving individuals, families, pension and retirement plans, and institutions. The firm employs both passive and active investment strategies tailored to clients’ goals, with offerings that include asset management, financial planning, and ERISA and retirement plan services.

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.

Bradford Tyl is a CFP® professional with 22 years of industry experience and the principal of Bradford Capital Management, LLC, an independent advisory firm he founded in 2003. He also serves on the faculty of Keller Graduate School of Business since 2003. Bradford Capital Management provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm emphasizes ETF-based portfolios using Modern Portfolio Theory with a passive asset-allocation and regular rebalancing approach, and it is noted for its pension consulting services and work with charitable organizations.

Brian Peterson is the principal of Pluto Wealth Management, an independent firm based in Woodridge, Illinois. He holds Series 63 and Series 65 designations and has six years of industry experience. In addition to his advisory role, he operates a corporate consulting business focused on reviewing and establishing Treasury functions and department structures on a project basis. Pluto Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities, providing comprehensive financial planning, discretionary investment management, and project consulting. The firm employs a mixed analytical approach to portfolio management and offers services such as subscription-style planning, client newsletters, and educational seminars.

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.

Darryl Franklin is a financial advisor at Oakwood Wealth Advisors Ltd. in Naperville, IL, holding a Series 66 designation with 16 years of industry experience. He has been with Oakwood Wealth Advisors since 2012. In addition to his advisory work, he serves as a graduate school lecturer at Benedictine University. Oakwood Wealth Advisors provides portfolio management and comprehensive financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm utilizes a combination of fundamental, technical, and cyclical analysis, offering both active and passive management along with discretionary account authority and performance-based fee arrangements for qualified clients.

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.

Kyle Matkaitis is a CFP® professional with 15 years of experience in the financial services industry. He is the founder and Chief Compliance Officer of Whisper Wealth Builders, an independent advisory firm he established in 2020. Prior to founding Whisper Wealth Builders, Matkaitis worked at SNS Financial Group, LPL Financial, and Fidelity Brokerage Services. Whisper Wealth Builders serves individual and corporate clients, offering discretionary investment management alongside project-based and ongoing financial planning. The firm primarily uses passive investment strategies based on Modern Portfolio Theory while incorporating fundamental and cyclical analysis, and it also conducts educational seminars for groups such as college and professional athletes.

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.