Charles McKenna is a financial advisor with McKenna Capital, Inc. in Wheaton, IL, holding Series 65 and Series 63 designations and 15 years of industry experience. He has worked at Heart Capital, LLC since 2018, McKenna Capital since 2017, and previously at National Planning Corporation and Global Beverage Team, LLC. Outside of his advisory work, he provides consulting services for GModelo USA, LLC. McKenna Capital is a small, supported advisory firm managing approximately $83 million for fewer than 40 clients, including individuals, pension and profit-sharing plans, and pooled investment vehicles. The firm utilizes a mix of charting, fundamental, and technical analysis to implement long-term strategies and options trading, managing accounts mostly on a discretionary basis while also offering financial planning and portfolio monitoring services.

Jose Cuevas III is a CFP® professional with 18 years of experience in financial advising. He has been with Wisdom Investments since 2016 and also worked at High Five Financial, LLC from 2016 to 2018. Wisdom Investments provides discretionary investment management and financial planning services to individuals, nonprofit organizations, and retirement plans. The firm employs a long-term, buy-and-hold approach guided by Modern Portfolio Theory and the Efficient Market Hypothesis, offering a range of tiered planning services and incorporating educational seminars and AI-enabled tools as part of its client support.

John Kosar is a Series 65 licensed advisor with Asbury Research LLC, where he has worked since 2023. He has prior experience at Symetra, Allvue Systems, Equitrust Life Insurance Company, and Northern Trust. Asbury Research LLC provides subscription-based investment research and model portfolios to individual investors and money managers, and serves as a sub-adviser and model provider to other advisers and broker-dealers. The firm focuses on growth equities, income securities, and high-yield bonds, utilizing fundamental, quantitative, and technical analysis in its research.

Michael Lannan is a CFA® charterholder with 20 years of industry experience. He has worked at Lakewood Asset Management, LLC since 2018 and previously spent 12 years at Securus Investment Management, LLC. He serves on the investment committee for a not-for-profit family foundation and volunteers with the LaGrange Police Pension Board. Lakewood Asset Management serves individual and high-net-worth clients as well as trusts, estates, pension, and charitable entities, managing approximately $249 million across about 155 client relationships. The firm employs a bottom-up, fundamental, long-term value investment approach across various securities and offers both discretionary portfolio management and stand-alone financial planning services.

Robert Jersey is a financial advisor with GW Asset Management LLC, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. His prior roles include tenures at GW Capital Services, LLC, GW Capital Management, LLC, and Gar Wood Securities, LLC. GW Asset Management LLC provides fee-based portfolio management and model portfolios to a diverse client base, including individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a quantitative approach using ETFs, equities, corporate debt, and mutual funds, incorporating technical, cyclical, and fundamental analysis to guide portfolio allocations.

Samantha Meyer is a financial advisor at Masus Financial Group, LTD. She holds a Series 66 designation and has one year of industry experience. Prior to her current role, Samantha worked at LPL Financial LLC and has experience in roles outside finance, including at The Treehouse Ski School and The Burger Local. Masus Financial Group provides wealth management and advisory services to individuals, trusts, estates, and businesses. The firm employs a long-term investment approach using a mix of fundamental, technical, and behavioral analyses, and offers both discretionary and non-discretionary management along with comprehensive financial planning.

Jeremiah Boynton is a CFP®-designated financial advisor with 23 years of industry experience, currently serving at Laureate Wealth Management, LLC since 2014. He holds securities licenses Series 63 and Series 66. Outside of his advisory role, Mr. Boynton is the majority owner of Laureate Capital Management, LLC and Laureate Capital Real Estate Investments, LLC, which manage various private equity, hedge fund, and real estate projects. He also serves on the Board of Directors for Still Austin, a bourbon distillery in Austin, Texas. Laureate Wealth Management provides investment advisory, portfolio management, financial planning, estate planning, and family office coordination for individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and other entities. The firm employs a strategic asset allocation process that includes individual securities, mutual funds, ETFs, separate account managers, and alternative investments, and is notable for its involvement with pooled investment vehicles and affiliated fund activities.

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.

Cole Barkocy is a financial advisor at Assured Advisory Group, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience as a First Officer at Spirit Airlines. Barkocy is currently furloughed from Spirit Airlines and does not receive income or commissions from that position. Assured Advisory Group serves individual clients, including high-net-worth households, providing discretionary investment management and financial planning services. The firm employs a blend of fundamental, technical, and cyclical analysis supported by computer-driven tools, managing portfolios that often include ETFs, mutual funds, government securities, options, and variable annuities.

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.

Douglas Oosterhart is a CFP® professional with 12 years of experience in the financial services industry. He has worked at Northwestern Mutual and its affiliated companies before joining LifePoint Planning in 2018. In addition to his advisory role, he is a licensed insurance professional and receives commissions from insurance product sales, which are separate from his advisory services. LifePoint Planning serves individual and high-net-worth clients, corporations, and retirement plan sponsors, providing investment management, comprehensive financial planning, and retirement plan consulting. The firm employs asset-allocation-driven portfolios using both passive index and active quantitative strategies, supported by digital platforms and ongoing portfolio monitoring.

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, Illinois, holding a Series 65 designation with five years of industry experience. He has worked at Left Brain Wealth Management since 2018 and was previously employed at AE Trading from 2012 to 2018. Left Brain Wealth Management serves individuals, trusts, corporations, retirement plans, and tax-exempt entities with discretionary asset management and financial planning services. The firm uses a proprietary platform combining fundamental, technical, and quantitative analysis to tailor investment advice to client objectives and manages both individual and pooled accounts.

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.