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.

Gery Sadzewicz is a financial advisor with Clearview Wealth Solutions, LLC in Barrington, IL, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He also owns Gery Sadzewicz Consulting LLC, which provides outsourced Chief Compliance Officer and financial operations consulting services to investment advisers and broker-dealers. Clearview Wealth Solutions offers discretionary investment management and financial services to individuals, trusts, corporations, and other entities, managing approximately $41.7 million in discretionary assets. The firm employs five core investment strategies delivered through customized portfolios, combining top-down economic analysis with bottom-up security selection and quantitative optimization.

Mark Zelenika is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Leslie Global Wealth, LLC with 11 years of industry experience. He has been with Leslie Global Wealth since 2014. Outside of his advisory role, he participates in investment-related research surveys. Leslie Global Wealth serves individuals, high net worth clients, trusts, estates, and charitable organizations by providing comprehensive portfolio management and financial planning. The firm employs a disciplined investment approach focused on asset allocation and fixed income, offering access to LPL Financial–sponsored managed strategies and supplemental services such as tax planning and real estate analysis.

Richard Furmanski is a CFA® charterholder with 24 years of industry experience. He has been the sole advisor at Clearview Wealth Solutions, LLC since 2014 in Barrington, IL. Clearview Wealth Solutions provides discretionary investment management and related financial services to individuals, trusts, corporations, partnerships, and other entities. The firm manages approximately $41.7 million in discretionary assets across about 30 client relationships, using five core investment strategies implemented through customized portfolios that incorporate top-down economic analysis, bottom-up security selection, and quantitative optimization.

Trevore Meyer is a CFP® professional with nine years of industry experience. He has worked at Financial Design Studio, Inc. since 2019 and previously held roles at Presence Financial and Responsive Financial Group, Inc. Financial Design Studio, Inc. serves individuals, small businesses, and charitable organizations with portfolio management and financial planning, supplemented by in-house tax preparation, business bookkeeping, and educational seminars. The firm’s investment approach focuses on long-term asset allocation and buy-and-hold strategies, combining fundamental, technical, and cyclical analysis to guide portfolio decisions.

Robert Stoll is a CFP® and CFA® with eight years of industry experience. He has worked at Financial Design Studio, Inc. since 2019 and previously held roles at Original Financial LLC, Honey Lake Advisors, LLC, and Institutional Capital LLC. Financial Design Studio, Inc. serves individuals, small businesses, and charitable organizations with portfolio management, financial planning, tax preparation, bookkeeping, and educational seminars. The firm emphasizes long-term asset allocation and buy-and-hold strategies, integrating ongoing financial planning with portfolio oversight.

James Dobbs is a CFP® with 28 years of industry experience. He has been with Woodfield Financial Advisors, Inc. since 2009. Woodfield Financial Advisors serves individuals, including high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, small businesses, and other business entities. The firm provides financial planning, investment advisory, portfolio management, and insurance review services, developing tailored asset-allocation models that are implemented and monitored with periodic reviews and semiannual rebalancing.

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.

Anthony Kratofil is a CFP® professional with 21 years of industry experience, currently serving as the sole advisor at Vital Wealth Management, LLC in Rosemont, IL. He has worked at Charles Schwab and Charles Schwab Bank since 2007 and teaches an introductory stock selection class as an adjunct professor at Moraine Valley Community College. Vital Wealth Management provides investment management and integrated financial planning to individuals, high-net-worth clients, trusts, corporations, retirement plans, tax-exempt entities, and municipal clients. The firm employs portfolio optimization and efficient-frontier analysis to create diversified allocations, offering discretionary implementation and annual reviews alongside retirement plan fiduciary services.

Yunfan Ye is a financial advisor at Estate & Trust Advisors with a Series 65 designation and one year of industry experience. Prior to joining Estate & Trust Advisors, Yunfan held positions at Lepolion Entertainment, Jarrett Digital, American Bear Logistics, Gemdale USA Corporation, and Escape Velocity Creative Agency. Estate & Trust Advisors provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, and other entities. The firm utilizes a core-and-satellite strategic asset allocation approach combining mutual funds, ETFs, and individual securities, supported by third-party research and ongoing portfolio supervision.

Barry Leslie is a financial advisor at Leslie Global Wealth, LLC with 28 years of industry experience. He holds the CFP® designation and Series 63 license and has been associated with Leslie Global Wealth since 2012 and LPL Financial since 1998. Outside of his advisory work, he manages LGW Aviation, LLC, an entity formed for owning and leasing an aircraft. Leslie Global Wealth serves individuals, high net worth clients, trusts, estates, and charitable organizations, offering comprehensive portfolio management and financial planning. The firm uses a combination of fundamental, quantitative, and qualitative analysis with an emphasis on asset allocation and fixed-income strategies, and supplements traditional wealth services with tax planning and real estate analysis.

Ryan McNeilly is a financial advisor at Kenora Financial, LLC with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Invesco, LLC since 2008. In addition to his advisory role, McNeilly is a part-time partner at Ryan McNeilly & Associates, CPAs, LLC, where he is involved in tax planning and preparation. Kenora Financial serves individual and high-net-worth clients, providing financial planning, investment counseling, and tax-related advice with a focus on customized portfolio management. The firm’s approach emphasizes separately managed accounts built using Value Line research, tax-aware rebalancing, and tailored risk management, and it also offers financial education through client seminars and reports.

Gregory Anderson is a CFA® charterholder with six years of industry experience. He has worked at SCV Capital LLC since 2021 and previously spent five years at PPM America. SCV Capital LLC provides investment management primarily to pooled investment vehicles and institutional-type clients, focusing on fundamental analysis of public equities and private securities. The firm emphasizes private-fund governance and operational review, offering both discretionary and non-discretionary management with a preference for longer-term strategies.

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.

Erin Zylka is a CFP® professional with 15 years of experience in financial advising. She is currently with Whealthy Empowerment Network and has previously worked at firms including Resolute Wealth Advisor, Inc. and Strategic Investment Advisors, LLC. Zylka also owns and operates Kona Financial Planning, an investment advisory firm. Whealthy Empowerment Network is a two-advisor registered investment adviser that provides fee-based, discretionary portfolio management and comprehensive financial planning to individuals, trusts, estates, charities, and business entities. The firm employs a tactical allocation strategy using a range of instruments and analysis methods, managing approximately $106 million in client assets.

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.

John Mailander is a financial advisor with Dinergy, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Dinergy Wealth Management since 2019 and previously spent three years at Horter Investment Management. Mailander is also president and insurance agent at A. King Financial Chartered, LTD, where he conducts life insurance sales. Dinergy is a registered investment adviser that provides discretionary investment management and financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm employs a tactical, risk- and volatility-focused approach to manage assets across various domestic and international securities, typically on a discretionary basis.

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.

Nilu Judge is a financial advisor at Kenora Financial, LLC with six years of industry experience and holds a Series 65 designation. She has worked at Enesco, LLC since 2006 and is a part-time partner at Ryan McNeilly & Associates, CPAs, LLC, where she is involved in tax planning and preparation. Kenora Financial serves individual clients, including high-net-worth households, providing financial planning, investment counseling, retirement and estate planning, tax-related advice, and customized portfolio management. The firm emphasizes customized separately managed accounts with diversified concentrated equity positions, tax-aware rebalancing, and a discretionary management approach tailored to client risk and tax circumstances.

Bret Kinnamon is an investment advisory representative at Kinnamon & Associates Ltd II with 29 years of industry experience. He has been affiliated with Kinnamon & Associates since 1994 and with Cetera Financial Specialists LLC since 2004. In addition to his advisory role, he serves as vice president at Kinnamon Accounting Service, focusing on tax and accounting duties, and is a licensed notary public. Kinnamon & Associates Ltd II provides advisory services to individuals, including high-net-worth clients, pension and profit-sharing plans, and businesses. The firm offers individual portfolio management, pension consulting, and comprehensive financial planning, utilizing a combination of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation and long-term investment.