Nicholas Mansour is a financial advisor at New Capital Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with New Capital Management since 1995. New Capital Management is a fee-only registered adviser serving a single-family office and a small number of discretionary family accounts. The firm focuses on bottom-up growth-at-a-reasonable-price portfolio management through a core-and-satellite construction, emphasizing large- and mid-cap high-quality companies alongside selective satellite exposures.

My goal is to provide working professionals with sound financial advice to help them best position themselves and their financial lives for success. While the majority of our clients have medical backgrounds or are business owners, our services are best targeted to those with investable assets and are in the asset accumulation phase of their life. I provide comprehensive financial planning services as well as investment advisory services. PVA Financial LLC is a SEC-registered RIA firm. We focus our business on providing PRACTICAL, VALUABLE and ALIGNED advice. I found that to be missing when I was looking for an advisor more than two decades ago and have vowed to keep focused on those three tenets. Before founding PVA Financial, I worked as a private equity executive. With over 15 years of financial services experience, I've spent the majority of my career evaluating businesses, investing in them, finding ways to accelerate their growth and improve their operational efficiency. This background has given me unique insight into the importance of building strong foundations and the necessity for clear and effective communication...both of which are incorporated into our relationships with clients. I graduated from Washington University in St. Louis with a Bachelor of Science in Business Administration. I also received my MBA from the Booth School of Business at the University of Chicago, with a focus on Finance & Accounting. I also hold the CERTIFIED FINANCIAL PLANNER™ designation, which requires comprehensive knowledge in all areas of financial planning, including insurance planning, risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning. On the personal side, I enjoy spending time with my wife, three kids and our goldendoodle Leo. I was the Cubmaster for my kids Scout group (sadly a while ago) and am heavily involved in a few charitable organizations. I'm an avid Chicago Bears fan and enjoy playing tennis, basketball and golf. Additional information can be found at www.pvafinancial.com and I can be reached at [email protected]

Brian Huckstep is a CFA® charterholder and principal of Huckstep Asset Management, LLC with five years of industry experience. He previously worked at Morningstar Investment Management from 2016 to 2019. Huckstep Asset Management provides financial planning, investment management, and model portfolio services to a diverse client base including individuals, families, trusts, charitable organizations, and institutional investors. The firm focuses on low-cost, globally diversified portfolios using asset allocation as the primary driver of returns and offers both strategic and tactical portfolio strategies, including customized institutional mandates and wrap-model portfolios for third-party platforms.

Andrew Baxley is a CFP® professional based in Oak Park, IL, with 10 years of industry experience. He is the principal advisor at Two Trails Financial Planning, an independent firm he has led since 2024. His prior experience includes roles at BuilderFP, The Planning Center, TIAA, Strategic Advisers, Inc., and Fidelity Brokerage Services LLC. Two Trails Financial Planning provides comprehensive financial planning and discretionary investment management to individuals and high-net-worth clients. The firm uses proprietary portfolio models blending passive and active funds tailored to client risk tolerance and preferences, including options for values-based investing, and operates on a fee-only basis without percentage-of-AUM charges.

Kevin Hebson is the principal and sole advisor at Kevin Hebson & Company, an independent firm based in Winnetka, IL. He holds Series 63 and Series 65 licenses and has 46 years of industry experience. Since 1991, he has also owned New Cumnock Consulting Inc., providing tax planning and bookkeeping services. Kevin Hebson & Company offers investment advisory and standalone financial planning services to individual clients, including high-net-worth individuals. The firm employs a combination of fundamental analysis, technical/charting methods, and Modern Portfolio Theory to construct and manage tailored portfolios, while also providing business-oriented planning services not commonly found at similarly sized firms.

Mark Kollar is the principal of Kollar Wealth Advisors, LLC in Northbrook, Illinois, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in estate planning and insurance services since 1995. Kollar is the founder and trustee of the Myositis Association Cup Golf Challenge Trust and serves on the board of Loyola Academy Sailing. Kollar Wealth Advisors provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a goal- and risk-based investment approach using fundamental, technical, and cyclical analysis, and manages approximately $12.4 million across about 40 client relationships.

Larry Hightower is a CFP® with 29 years of industry experience, currently serving as the sole advisor at Hightower & Boler, LLC since 2017. His prior experience includes roles at Protective Life Insurance and EverGreen Capital Management. He also serves on the board of the Carole Robertson Center for Learning, a nonprofit organization focused on child and family development. Hightower & Boler, LLC provides fee-only investment advisory services, financial planning, and tax preparation to individuals, high-net-worth clients, trusts, estates, and state or municipal government entities. The firm manages approximately $5.9 million in discretionary assets and offers customized investment strategies primarily using individual bonds and exchange-traded funds, with services notable for including institutional and government clients.

Patrick Hager is a CFA® charterholder with 17 years of industry experience. He is the sole advisor at Theta Wealth Partners, an independent firm based in Chicago, IL. Prior to founding Theta Wealth Partners in 2026, he worked at Oppenheimer for 14 years. Theta Wealth Partners provides ongoing portfolio management and investment advisory services to individuals and high-net-worth clients, employing a multi-disciplinary investment approach that includes charting, fundamental analysis, modern portfolio theory, and quantitative methods. The firm offers a wrap-fee portfolio management program and typically seeks discretionary authority for accounts.

Eddie Patel is a CFP® certificant and financial advisor at Zendamentals with 18 years of industry experience. He has held leadership roles in multiple affiliated businesses, including accounting and tax service firms, and serves as president and CEO of Zen Wealth Management Group, Inc., which provides bookkeeping, payroll, virtual CFO, and tax preparation services. His other activities include managing holding companies involved in real estate investments. Zendamentals provides discretionary asset management to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs a range of investment strategies, including the use of derivatives and leverage, and manages approximately $160.7 million in client assets across more than 400 relationships.

David Grant is a CFP® at Retirement Matters, Inc. in Barrington, IL, where he has worked since 2013. He has 15 years of industry experience and operates as the sole advisor at his independent firm. Retirement Matters, Inc. manages approximately $25 million for about 21 clients, offering discretionary portfolio management, comprehensive financial planning, and ongoing wealth management services. The firm serves individuals, pension and profit-sharing plans, and charitable organizations, and incorporates fundamental analysis and individualized investment policies in its approach.

Steven Johnson is a financial advisor at SRJ Financial Consulting LLC in Lombard, IL, holding a Series 65 designation with one year of industry experience. His prior experience includes roles at Willamette Management Associates and Charles River Associates. SRJ Financial Consulting LLC provides investment advisory services, financial planning, tax-planning analyses, and tax-return preparation for a diverse client base that includes individuals, small businesses, trusts, estates, and charitable organizations. The firm offers investment advice on a non-discretionary basis and features a formal no-fee program of educational seminars and workshops along with compensated tax-return preparation.

Marc Farmer is a Series 66-licensed financial advisor with Monroe Financial Inc. in Chicago, IL, where he has worked since 2019. He has 10 years of industry experience, including prior roles at HD Vest Investment Services and HD Vest Advisory Services. In addition to his advisory work, Farmer owns a CPA firm and serves on the board of directors for the Monroe Arts Center, where he reviews and presents financial statements. Monroe Financial Inc. provides financial planning, portfolio management, and pension consulting services to individuals, pension and profit-sharing plans, and business entities. The firm offers a range of investment options, primarily recommending ETFs alongside mutual funds, equities, fixed income, real estate funds, and non-U.S. securities, with client strategies tailored through Investment Policy Statements and managed on both discretionary and non-discretionary bases.

Nirmal Kartari is a financial advisor at Financial Solutions, Inc. in Skokie, IL, with eight years of industry experience. He holds the CFP® and Series 66 designations and has previously worked at Avantax Advisory Services and HD Vest Investment Services. Kartari is also the owner and sole proprietor of a tax preparation and accounting business. Financial Solutions, Inc. is a state-registered investment adviser providing investment management and comprehensive financial planning services to individuals, high-net-worth clients, and businesses. The firm uses a combination of fundamental, technical, and charting analyses to build portfolios and emphasizes accounting and tax expertise in its advisory work.

John Beck is a financial advisor at Midwest Retirement Partners, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at ADP LLC, ADP Broker-Dealer Inc., and Inland Securities Corporation. Midwest Retirement Partners is an independent, single-advisor firm that primarily serves pension and profit-sharing plans. The firm emphasizes quantitative analysis and a long-term investment approach, focusing on plan consulting and referring clients to third-party advisers rather than managing individual client portfolios directly.

Louis Orloff is a financial advisor with Reserve Fund Advisers, holding a Series 65 credential and four years of industry experience. He has been involved with several business ventures since 1988, including founding Orloff Advisers LLC and operating multiple companies over the past decades. His various companies require minimal time commitment. Reserve Fund Advisers specializes in financial planning, investment monitoring, and consulting for condominium and homeowner association reserve funds, offering educational seminars at no charge. The firm serves individuals, associations, trusts, estates, and business entities using an academic-based investment approach that incorporates fundamental and technical analysis across diverse strategies.

Matthew Ward is a financial advisor with K.W. Andersen Investment Group, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked with K.W. Andersen Investment Group since 2017 and previously with MW Financial LLC and Advocate Financial Solutions LLC. Outside of financial advising, he works as a bookkeeper for an interior design business in Chicago. K.W. Andersen Investment Group provides financial planning, investment consultation, portfolio management, and business consultation to individuals, including high net worth clients, and small businesses. The firm employs a combination of fundamental analysis and diversified strategies to construct tax-efficient, customized portfolios managed predominantly on a discretionary basis.

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.

Matthew Nordman is a financial advisor with Crown Financial Group, Inc., holding a Series 65 designation and 28 years of industry experience. He operates as the sole advisor at an independent firm. Crown Financial Group provides investment supervisory and financial planning services to a diverse client base, including individual and institutional investors such as corporate pension plans, charitable institutions, and municipalities. The firm employs a multi-method investment process incorporating technical, cyclical, and fundamental analysis and offers a range of strategies from long-term buy-and-hold to short-term trading.