Ronald Aubrey is the sole advisor at RJ Aubrey Investments Corp., an independent firm based in Glen Ellyn, IL. He holds a Series 65 designation and has 21 years of industry experience, having founded the firm in 1989. RJ Aubrey Investments Corp. is a fee-only registered investment adviser offering discretionary investment management and limited financial planning to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm focuses on asset allocation and long-term investing, using quantitative, fundamental, and technical analysis to select securities while managing portfolio volatility through mutual funds, ETFs, and fixed income.

Jonathan Grubb is a financial advisor with Accountants Wealth Management Group LLC, holding a Series 65 designation and 10 years of industry experience. He previously worked at Archer Investment Corporation and operates an affiliated CPA practice, The Hechtman Group, providing accounting and tax services. Accountants Wealth Management Group LLC offers discretionary and non-discretionary asset management to individuals, high-net-worth clients, trusts, estates, and business entities. The firm emphasizes fundamental analysis and long-term investment strategies, combining investment advisory with licensed accounting services.

Michael Alexenko is a CFA® charterholder with 23 years of industry experience, serving as the sole advisor at Royal Asset Managers in St. Charles, IL since 2003. He holds the Series 63 designation and has authored numerous articles and periodic commentary. Alexenko also runs targeted programs for smaller and military clients and coordinates plan recordkeeping through selected custody arrangements. Royal Asset Managers provides discretionary asset management, financial planning, investment consulting, and business advisory services to moderate- to high-net-worth individuals, small businesses, and employer-sponsored retirement plans. The firm emphasizes diversification and client-specific investment policy statements, using index funds and ETFs to manage portfolios with equity allocations ranging from 0% to about 85%, and is notable for its pension consulting and retirement-plan management services.

David Theis is a CFP®-certified financial advisor with 27 years of industry experience. He has been the sole advisor at Fee-Only Financial Advisors, Ltd., an independent firm based in Palatine, IL, since 1995. Fee-Only Financial Advisors, Ltd. serves individuals and select organizational clients, including pension plans, trusts, estates, and charitable entities, providing financial planning, investment advisory, and consulting services on a non-discretionary basis. The firm employs a fixed-fee and hourly compensation model without commissions or performance-based fees, focusing on tailored financial plans and investment strategies primarily using mutual funds and ETFs.

Denzil Locke is the principal of Locke Financial Services, Inc., an independent firm based in Palatine, Illinois. He holds Series 65 and Series 63 licenses and has 33 years of experience in the financial industry. Locke has led his firm since 2016. In addition to his advisory work, he provides tax-preparation services. Locke Financial Services offers portfolio management and financial planning to individual and high-net-worth clients, as well as pension and profit-sharing (401k) plans. The firm employs model asset-allocation portfolios and discretionary account management, using fundamental analysis and a long-term purchase approach to meet client objectives.

Christopher Parks Jr. is a CFP® with 10 years of industry experience, currently serving as the sole advisor at Northwood Wealth Management, LLC. His prior roles include positions at RWA Wealth Partners, Polaris Greystone Financial Group, and Fidelity. Northwood Wealth Management offers comprehensive financial planning, discretionary portfolio management, and pension consulting primarily for high-net-worth individuals, trusts, retirement plans, and business clients. The firm employs a tailored investment approach utilizing both fundamental and technical analysis across a broad range of instruments, with a focus on tax-efficient strategies and coordination with external accounting services.

Mark Miller is a CFA® charterholder with eight years of industry experience. He is the sole advisor at BlueView Investment LLC, where he has worked since 2017. Prior to founding BlueView, he held positions at Crystal Rock Capital Management and William Blair & Company L.L.C., where he worked for 17 years. BlueView Investment LLC provides advisory services to individuals, high-net-worth clients, pooled investment vehicles, charitable organizations, and business entities. The firm focuses on equities using fundamental analysis and employs long-term and short-term trading strategies, including short sales, with an emphasis on discretionary portfolio management aligned with clients’ investment policies.

David Raub is a financial advisor at Outlook Capital Management, LLC in Arlington Heights, IL, holding a Series 65 designation with 21 years of industry experience. He has been with Outlook Capital Management since 2004. Outlook Capital Management is a small, discretionary advisory firm managing portfolios primarily for individual and high-net-worth clients. The firm employs a fundamental analysis-based, concentrated long-term equity strategy focused on financially strong, large-cap U.S. companies, with portfolios managed on a discretionary basis and tailored to client objectives and risk tolerance.

John Cox is the sole advisor at Cox Financial Group, Ltd. in Schaumburg, IL, holding a Series 63 designation with 37 years of industry experience. His career includes long-term involvement with Equity Property Management, LLC, Cox, Oakes & Associates, Ltd., and Financial Equity Associates, Inc. Outside of advisory work, he is involved in affiliated legal and real estate-related entities that sponsor and manage real estate limited partnerships, acting as a general partner in some offerings and providing related property-management and brokerage services. Cox Financial Group provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, and limited partnerships. The firm focuses on discretionary portfolio management across various asset classes, estate and retirement planning, and tax-related services, tailoring recommendations based on a comprehensive review of each client’s financial situation.

Corissa Landphair is a CFP®-certified financial advisor with 11 years of industry experience. She founded and has led Landphair Wealth Management LLC since 2016, serving clients from Winnetka, IL. Landphair Wealth Management LLC is an independent, single-advisor registered investment adviser that provides discretionary portfolio management and financial planning primarily to individuals and high-net-worth clients. The firm emphasizes asset allocation based on modern portfolio theory, combining long-term passive equity strategies with active fixed-income management, and serves both individual and pension or profit-sharing plan clients.

John Maguire is the sole advisor at Maguire Asset Management, LLC, an independent firm based in Oak Brook, IL. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Maguire has been with Maguire Asset Management since 2004, overseeing both portfolio management and pension consulting services. Maguire Asset Management provides portfolio management for individual clients and pension consulting for plan sponsors, including 401(k), profit-sharing, trusts, estates, and charitable organizations. The firm combines fundamental, technical, quantitative, and qualitative analysis with asset allocation, trading strategies, and specialized pension consulting services such as Investment Policy Statement preparation and participant educational workshops.

Michael Trekas is a financial advisor with The Meridian Business Group, Ltd, where he has worked for 24 years. He holds Series 63 and Series 65 licenses and operates as an independent insurance agent in addition to his advisory role. The Meridian Business Group provides services to individuals, trusts, pension and profit-sharing plans, and business entities, offering discretionary portfolio management and non-discretionary financial planning. The firm emphasizes customized advice based on each client’s financial situation and employs a disciplined investment approach focusing on strategic asset allocation and periodic rebalancing.

Joshua Lelah is a CFP® professional with 20 years of experience in the financial services industry. He founded Lelah Financial, LLC in 2018 after working three years at Ameriprise Financial Services, Inc. He is also licensed as an insurance agent and provides insurance products and services through unaffiliated issuers. Lelah Financial, LLC offers financial planning and portfolio management to individuals, high-net-worth clients, and small businesses. The firm uses a Core + Satellite investment approach combining passive indexed core holdings with select active positions and provides retirement-plan advice, modular planning, and business consultation.

Jack Lubecker is the sole advisor at Integrity Investment Management with 36 years of experience in the financial industry. He holds Series 63 and Series 65 designations and previously worked at LPL Financial from 2008 to 2017 before joining Integrity Investment Management in 2017. Integrity Investment Management is a state-registered investment adviser serving individuals, high-net-worth clients, and charitable organizations. The firm offers investment management, referrals to third-party managers, and financial planning, employing both passive and active strategies tailored to clients’ specific objectives and risk tolerances.

Jeffrey Roberts is a CFA® charterholder and holds a Series 66 license with 25 years of industry experience. He has worked at North Forty Investment Advisors LLC since 2019 and previously spent 13 years at J.P. Morgan Chase Bank, NA. North Forty Investment Advisors LLC serves individual and high-net-worth clients, including IRAs, trusts, foundations, and estates. The firm offers wealth advisory, discretionary and non-discretionary portfolio management, and project-based financial consulting, emphasizing asset allocation and third-party manager selection through tiered service levels.

Joshua Mangoubi is a CFA® charterholder with five years of industry experience. He is the sole advisor at Considerate Capital, LLC, an independent firm he founded after five years running Mangoubi Advisory. Considerate Capital serves individuals, high-net-worth clients, and various institutional entities by providing outsourced chief investment officer services, customized portfolio management, investment research, and consulting. The firm employs an intrinsic value–oriented, opportunistic value-investing approach with a long-term horizon and emphasizes institutional-grade due diligence, complex investments, and educational seminars.

Luke Sauter is a PFS™ credentialed financial advisor with two years of industry experience. He is the sole advisor at Vidarrow Investment Advisors and previously worked at Walgreens Boots Alliance for eight years. Vidarrow Investment Advisors is a fee-only independent firm serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm provides discretionary portfolio management, comprehensive financial planning, and retirement plan consulting, emphasizing employer retirement-plan services and integrating a variety of investment strategies within a modern portfolio theory framework.

Arthur Busby is the sole advisor at Stratford Investment Advisory Group, Inc., with 28 years of industry experience. He has been with the firm since 1990. Stratford Investment Advisory Group is a small, independent firm that provides customized portfolio management for individuals, high-net-worth clients, family trusts, and pension/profit-sharing accounts. The firm emphasizes a conservative, capital-preservation approach using fundamental, technical, and cyclical analysis, and focuses on maintaining personal contact to align asset allocation with clients’ cash-flow needs and risk tolerance.

Daniel Kaibel is a CFP® professional with 17 years of industry experience. He is the president and chief compliance officer of Purpose Financial Planning LLC, where he has worked since 2017. Prior to founding Purpose Financial Planning, he was with Vantage Financial Partners Limited for nine years and Elite Investment Team, LLC for eight years. Purpose Financial Planning LLC is an independent, single-advisor firm that provides comprehensive financial planning and portfolio management to individuals and businesses, including high-net-worth clients. The firm employs a blend of passive and active investment strategies, using ETFs, mutual funds, and individual equities, and offers clients updated financial plans annually as part of the advisory relationship.

John Eiduk is a CFP® professional with 12 years of experience in financial advisory services. He currently serves as the sole advisor at Elite Asset Management, LLC and has been involved with the firm since 2015. He also operates Eiduk Tax and Wealth Management LLC and is a producer in life, health, and long-term care insurance sales. Elite Asset Management is an independent, state-registered adviser that provides portfolio management and financial planning services to individual clients without a minimum account size. The firm employs a combination of strategic and tactical model portfolios using fundamental and technical analysis alongside Modern Portfolio Theory, and it has an affiliated tax and accounting practice under common ownership.