Roger Manske is a CFP® professional with 25 years of experience in the financial planning industry. He has operated as a sole proprietor since 2000. His firm provides independent, fee-for-service comprehensive financial planning to individuals, couples, families, and small business owners. The firm serves approximately 25 clients, focusing on personalized advisory services without discretionary trading authority, and emphasizes a fiduciary approach with active monitoring of client holdings.

Daniel Rotter is a CFP® professional with 24 years of experience in financial planning, currently serving at Hampton Financial Services since 2001. He is the president and owner of Hampton Financial Services, a firm he has led since 1991, providing both contracted and pro-bono financial planning, including tax planning and life insurance sales. Hampton Financial Services offers investment advisory and financial planning to individuals, families, trusts, estates, and charitable or business entities, focusing on advice and planning rather than asset management. The firm employs a blend of fundamental, technical, and cyclical analysis with an emphasis on long-term strategies and operates primarily on a fee-for-advice basis without exercising discretionary control over client assets.

Tyler Murphy is a financial advisor at Strongside Asset Management LLC in Elmhurst, IL, holding a Series 65 designation with four years of industry experience. Prior to founding Strongside Asset Management in 2021, he worked at Crowe LLP from 2018 to 2020. Strongside Asset Management provides ongoing portfolio management and financial planning services primarily for individual and high-net-worth clients. The firm employs a combination of fundamental, quantitative, and technical analysis with a long-term trading horizon and manages approximately $26.7 million across about 56 client relationships.

Leonard Fensterheim is a Series 65-licensed financial advisor with 11 years of industry experience. He is the principal of HealthQuant Associates LLC, where he has worked since 2014. In addition to his advisory role, he serves as Director of Clinical Outcomes and Analytics at Catamaran Corporation and is a partner at Highbeam Capital LLC, where he dedicates time to research on biotechnology and healthcare investments. HealthQuant Associates LLC is a state-registered investment adviser that provides discretionary portfolio management with an investment approach combining fundamental, technical, and cyclical economic analysis. The firm focuses on tailored portfolios primarily in the healthcare and life-sciences sectors, employing strategies ranging from long-term buy-and-hold to shorter-term trading, including the use of short sales and options.

Andre Thomas is a financial advisor at Elite-Pro Wealth Advisors LLC in Wheaton, IL, holding Series 63 and Series 65 licenses with 17 years of industry experience. He previously worked at Lincoln Investment for four years and spent 14 years with Alliance One Food Group. Thomas holds a life insurance license but has not actively used it in his practice. Elite-Pro Wealth Advisors provides investment management and advisory services to a select group of individual investors, trusts, and business entities, offering tailored strategies across equities, fixed income, mutual funds, ETFs, options, and insurance products. The firm emphasizes personalized portfolio management using fundamental and technical analysis with ongoing monitoring and periodic rebalancing.

Lawrence George is the sole advisor at Dividend Growth Strategies, Inc. in Western Springs, IL, holding Series 63 and Series 65 designations with 23 years of industry experience. He has led Dividend Growth Strategies, Inc. since 2009. Dividend Growth Strategies, Inc. serves individuals, trusts, and pension or profit-sharing plans by providing discretionary portfolio management, ongoing monitoring, and pension consulting. The firm employs a dividend-growth income approach focused on high-quality dividend-paying companies and selective fixed income, utilizing a proprietary 10-point scoring system to guide investment decisions.

Aaron Shafter is the principal advisor at Great Mountain Capital Management LLC, holding a Series 66 designation with 21 years of industry experience. He has been with Great Mountain Capital Management since 2004. Great Mountain Capital Management provides discretionary investment management and financial consulting to individuals, institutional, and corporate clients, including pension plans, charitable organizations, municipalities, and sovereign funds. The firm combines fundamental stock screening with technical analysis and market-timing strategies, often utilizing derivatives and leverage in managed accounts.

Vipul Thakker is a financial advisor at Ocean Ivy Capital with a Series 65 credential and one year of industry experience. His prior work includes roles with Fussball Club Cincinnati LLC and Chicago Cubs Baseball Club LLC. Ocean Ivy Capital is a fee-only adviser serving individuals, high-net-worth clients, and businesses. The firm provides portfolio management and financial planning services, employing a client-approved mix of passive and active investment strategies tailored to individual goals and risk tolerance.

Christopher Sands is the principal advisor at Sands Wealth Strategies, LLC, with 11 years of industry experience. His prior roles include positions at Manning & Napier Advisors, B. Riley Wealth Advisors, and Lemme Investment Group, where he also served as Chief Compliance Officer and is preparing to succeed the firm's retiring owner. Sands Wealth Strategies, LLC serves individual and high-net-worth clients, as well as pension and profit-sharing plans and corporate entities, providing wealth management, retirement plan management, and comprehensive financial planning. The firm employs a blend of fundamental analysis and Modern Portfolio Theory, using both passive and active investment vehicles, and offers retirement-plan consulting and ERISA 3(38) investment management services.

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.

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.

Jeremy Johnson is a CFP® professional with 15 years of industry experience. He has worked at Veracity Wealth Management LLC since 2017 and previously spent six years at Capstone Financial Advisors, Inc. Veracity Wealth Management LLC is an independent advisory firm serving individuals, high-net-worth clients, trusts, and businesses. The firm provides discretionary portfolio management and comprehensive financial planning, customizing portfolios based on client objectives, time horizons, and risk tolerance.

Evan Kakis is the principal of Kakis Financial Services Inc. in Des Plaines, IL, holding a Series 65 designation with 17 years of experience in financial advising. He has operated Evan S. Kakis Ltd since 1999, a CPA and accounting firm where he serves as president. Additionally, he is president of Payroll Solutions and Services Inc., a payroll processing company. Kakis Financial Services is an independent registered investment adviser managing discretionary portfolios primarily for individuals, families, not-for-profit organizations, and closely held businesses. The firm emphasizes risk management through customized asset allocation and ongoing portfolio adjustments, utilizing a variety of mutual funds, ETFs, and government securities.

Hemang Patel is the principal advisor at SPIRE Investment Management LLC, holding Series 65 and Series 66 registrations with seven years of industry experience. Prior to founding SPIRE in 2019, he worked at Motorola Solutions Inc. for 22 years. Outside of his advisory role, he owns and manages a real estate investment business focused on property maintenance. SPIRE Investment Management serves individuals, high-net-worth clients, trusts, estates, corporations, small businesses, charitable organizations, and institutional clients, offering asset management, financial planning, consulting, and sub-advisory services. The firm combines active asset management with multiple analytical methods and provides ERISA-related fiduciary consulting and investment management services for retirement plans and institutional clients.

Bekim Redzic is a financial advisor at Keystone Asset Management LLC with 14 years of industry experience. He holds a Series 65 designation and also serves as an office manager at Beta Electric, Inc., a family-owned electrical construction business. Keystone Asset Management LLC manages private investment funds for accredited and qualified investors, employing multi-strategy proprietary approaches that include fundamental research, quantitative analysis, and various instruments such as swaps, options, and credit derivatives. The firm utilizes affiliated broker-dealers for trade execution and frequently invests in sub-funds it manages.

Sharon Adelmann is a CFP® professional with 24 years of industry experience, currently serving as the sole advisor at Prairie Investment Advisors, LLC since 2014. She holds a Series 63 license and has a background that includes her role as Vice President of Adelmann Florist Inc. Prairie Investment Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a blend of modern portfolio theory and fundamental analysis, tailoring portfolios to client objectives and risk tolerance, and is notable for managing over $100 million with a single advisor while regularly working with non-traditional investments.

Eric Edwards is a financial advisor with Edwards Premier Financial in Bellwood, IL, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He previously worked at Berthel Fisher & Company Financial Services from 2013 to 2018. Outside of advisory work, he is licensed to sell fixed insurance and annuity products. Edwards Premier Financial provides portfolio management and financial planning primarily for individual investors, with occasional service to small businesses and non-profits. The firm employs a range of investment strategies from passive fixed-income to active trading and combines fundamental and technical analysis tailored to client objectives.

Sukumar Thanawala is the principal of Vigness Advisory LLC and holds the CFA® designation. He has been working in investment research and financial analysis since 2014 as president of Vigness Analytics, and has been with Vigness Advisory since its founding in 2024. Vigness Advisory LLC is an independent investment manager offering fee-based portfolio management and financial planning to pooled vehicles, private funds, trusts, estates, and other institutional or entity clients. The firm employs a tactical allocation strategy focused on managing downside risk and seeks performance through fundamental and cyclical analysis, utilizing a broad range of investment instruments.

Thomas Carpenter is a financial advisor at Cantebury Capital, Inc. in Western Springs, IL, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cantebury Capital since 2002. Cantebury Capital provides financial planning, investment advisory, and portfolio management services for individuals, families, trusts, and pension plans. The firm uses a long-term, diversified buy-and-hold approach guided by an Investment Policy Statement and operates primarily on a non-discretionary basis, including institutional and pension clients in its mix and offering pension consulting services.

John Marc Berthoud is a financial advisor with Cornerstone Asset Management, Inc. in Naperville, IL, holding Series 63 and Series 65 licenses and over 24 years of industry experience. He has served as president of Cornerstone Asset Management since 2001 and has worked independently as an insurance agent selling life insurance and annuities since 2010. Cornerstone Asset Management offers personalized portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages client assets on a non-discretionary basis using a variety of analytical methods and tailored strategies, with a focus on monitoring and adjusting portfolios according to market conditions and client needs.