Felicia Gates is a financial advisor at Polaris Wealth Management, LLC with five years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside of financial advising, she serves as an accountant for the Samuel Dewitt Proctor Conference, a nonprofit focused on human rights and social justice. Polaris Wealth Management advises individual investors and retirement plans through discretionary portfolio management, customized financial planning, and pension consulting. The firm applies modern portfolio theory to asset allocation and offers educational seminars for retirement plan clients.

Guadalupe Lechuga is a CFP®-certified financial advisor at Audible Wealth Management with four years of industry experience. Prior to joining Audible Wealth in 2025, Lechuga worked at Northwestern Mutual in various roles from 2019 to 2025 and has experience with WilsonHCG. Audible Wealth Management serves individual clients, including high-net-worth households, business development clients, and retirement plans by providing financial planning and portfolio management services. The firm employs a multifaceted investment approach and offers distinctive operational features such as a wrap-fee program, bill-pay services, and educational seminars.

Christos Kyros is a financial advisor at MPS-LORIA Financial Planners, LLC with 15 years of industry experience. He holds Series 65 and Series 63 licenses and has been with MPS-LORIA since 2006. In addition to his advisory role, he is an independent licensed insurance agent specializing in life insurance. MPS-LORIA Financial Planners serves individual and institutional clients, including high-net-worth individuals, corporations, and charitable organizations. The firm employs an open-architecture, predominantly discretionary investment approach that emphasizes diversified allocations using no-load mutual funds and ETFs, supported by quantitative screening and research.

Steven Jacobson is a financial advisor with Chicago Investment Advisory Group, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. He has been with the firm since 2006. Outside of his advisory role, he is also a licensed fixed insurance agent. Chicago Investment Advisory Group provides discretionary portfolio management and pension consulting for individuals, high-net-worth clients, trusts, estates, corporations, and employer retirement plans. The firm employs diversified, asset-allocation driven strategies supported by fundamental, technical, and cyclical analysis, offering both long-term buy-and-hold and active trading approaches.

James Viktora is a financial advisor with Strategic Investment Solutions, Inc. in Orland Park, IL, holding Series 65, 63, and 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Paychex. He is also involved with PayEntry, a business outside of his advisory work. Strategic Investment Solutions, Inc. provides discretionary investment supervisory services and model portfolio management to a diverse client base, including individual investors, high-net-worth clients, and pension plans. The firm emphasizes asset allocation and a passive, long-term buy-and-hold investment approach implemented through proprietary model portfolios and institutional funds.

Joseph Dawczak is a financial advisor at Chicago Investment Advisory Group with 14 years of industry experience. He holds a Series 66 designation and has been with the firm since 2011. Outside of advising, he is a general partner in a real estate partnership where he handles bookkeeping and shares in profits and losses. Chicago Investment Advisory Group provides discretionary portfolio management and pension consulting to individuals, high-net-worth investors, trusts, estates, corporations, and employer retirement plans. The firm employs diversified, asset-allocation driven strategies using fundamental, technical, and cyclical analysis, and offers financial consulting and independent research while coordinating with clients’ outside professionals.

Michael Mcevoy is a financial advisor at 4Wealth Advisors, Inc. with one year of industry experience and holds a Series 65 credential. Prior to joining 4Wealth Advisors, he held positions at Liberty University, Plan A Wealth Management, and other organizations. He is also the CEO of Interviewee LLC, an AI-powered job interview preparation platform. 4Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a range of analytical methods and offers customized portfolios, with an affiliation to an accounting firm and an insurance entity that supports integrated service pathways.

Eric Grant is a financial advisor with Polaris Wealth Management, LLC in Flossmoor, IL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Lion Street Financial and FSC Securities Corporation. Grant hosts a weekly current news talk radio show and serves as a founding board member of The Mecca Society, a fundraising 501(c)(3) supporting Howard University. Polaris Wealth Management advises individual investors and retirement plans with discretionary portfolio management, customized financial plans, and pension consulting. The firm employs modern portfolio theory to tailor asset allocations and utilizes a broad range of securities and strategies, while also providing educational seminars for retirement plan clients.

Lothar Gehrig is a financial advisor at Gehrig Capital Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Gehrig Capital Management since 2007, while also maintaining a long-standing affiliation with Gehrig and Homberg since 1986. Gehrig Capital Management provides discretionary investment supervisory services and individual portfolio management to individuals, high-net-worth clients, and trusts. The firm employs a combination of fundamental analysis, technical charting, and mutual fund/ETF evaluation to guide investment strategies tailored to clients' objectives, time horizons, and risk tolerance, while also being affiliated with a related accounting practice.

Eric Jacobsen is a financial advisor at Chicago Investment Advisory Group with six years of industry experience. He holds a Series 65 designation and has worked with Chicago Investment Advisory Group since 2019. Prior to his advisory role, he was employed at White Mountain Golf Park and studied at the University of Illinois Urbana-Champaign. Jacobsen is also licensed to sell life and health insurance. Chicago Investment Advisory Group provides discretionary portfolio management and financial consulting to a diverse client base, including individuals, pension plans, trusts, and business entities. The firm employs an asset-allocation approach that incorporates multiple analytical methods and offers both long-term and active trading strategies tailored to client objectives.

Kenneth Daemicke is a financial advisor with MPS-LORIA Financial Planners, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with firms including Cherry Bekaert Advisory, Mueller & Co., and Mulcahy, Pauritsch, Salvador, Ltd., and he has led his own consulting firm, AllPro Financial Solutions Ltd., since 1981. Daemicke also serves as an independent licensed insurance agent and provides consulting services in tax preparation, planning, and advisory. MPS-LORIA Financial Planners, LLC serves a diverse client base including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm employs an open-architecture, predominantly discretionary investment approach that emphasizes diversified portfolios constructed with no-load mutual funds and ETFs, supported by quantitative screening and research.

Brian Granato is a Series 65-licensed financial advisor with Providence Wealth Advisors, LLC, where he has worked since 2010. He has 15 years of industry experience. Providence Wealth Advisors, LLC is an SEC-registered investment adviser that provides discretionary and non-discretionary portfolio management, financial planning, and estate-planning advice to individuals, trusts, retirement plans, and government entities. The firm serves a range of clients, including high-net-worth individuals, and uses asset-allocation models based on modern portfolio theory to construct diversified portfolios.

Thomas O'Shaughnessy III is a CFP® professional with 11 years of industry experience, currently serving with Polaris Wealth Management, LLC since 2020. His prior roles include positions at Marcum Financial Services LLC and Raymond James Financial Services Advisors Inc. He is a part owner of SASI, Inc., a third-party administration firm focused on plan consulting and qualified plan administrative activities. Polaris Wealth Management advises individual investors and retirement plans through discretionary portfolio management, custom financial planning, and pension consulting. The firm uses modern portfolio theory and tailored asset allocation while offering educational seminars and maintaining fiduciary standards for retirement accounts.

Robert Werr is a financial advisor with Dominion Portfolio Management, Inc., holding Series 63 and Series 66 credentials and possessing 33 years of industry experience. His career includes roles at Calton & Associates, Dominion Investor Services, Xceed Capital Management, National Life, and Equity Services. Outside of advisory work, he is an agent for several insurance companies selling life, disability, and health insurance. Dominion Portfolio Management, Inc. provides fee-based portfolio management to individuals, high-net-worth clients, and businesses, offering both discretionary and non-discretionary services primarily in individual securities, ETFs, and mutual funds. The firm uses multiple analytical approaches and allows account aggregation and third-party money managers as part of its service model.

Howard Ramsamugh is a financial advisor at Polaris Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Integrity Alliance, LLC, Lion Street Advisors, Lion Street Financial, and FSC. In addition to his advisory role, he produces and shares articles on financial and lifestyle issues through his own firm, Howard Ramsamugh Inc. Polaris Wealth Management serves individual investors and retirement plans with discretionary portfolio management, customized financial planning, and pension consulting. The firm employs modern portfolio theory and tailored asset allocation, offering a broad range of security types and educational workshops for retirement clients.

Kevin Kessenich is a financial advisor at Strategic Investment Solutions, Inc. with four years of industry experience. He holds a Series 65 designation and previously worked at Desmond & Ahern for thirteen years. Outside of his advisory role, he serves as Secretary for JCK Farms, Inc., a family-owned farming business. Strategic Investment Solutions is an SEC-registered multi-advisor firm providing discretionary portfolio management and model-portfolio services to individuals, pension plans, trusts, and estates. The firm employs a hybrid passive investment approach based on asset allocation and the Efficient Markets framework, managing diversified portfolios primarily using institutional funds from Dimensional Fund Advisors.

Richard Loria is a financial advisor with MPS-LORIA Financial Planners, LLC, holding Series 63 and Series 65 registrations and offering 35 years of industry experience. He has been with MPS-LORIA Financial Planners and Loria Financial Group since 1999. Outside of advisory work, he is an independent licensed insurance agent and a managing member of Loria Financial Group, LLC. MPS-LORIA Financial Planners serves a varied client base including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm employs an open-architecture, predominantly discretionary investment approach, utilizing diversified allocations primarily composed of no-load mutual funds and ETFs and relies on quantitative screening and ongoing monitoring tools.

Trent Overzet is a financial advisor at Strategic Investment Solutions, Inc. with nine years of industry experience. He holds a Series 66 designation and has worked at Forum Financial Management, LP and Charles Schwab & Co., Inc., among other firms. Outside of advising, he is involved in providing tax preparation services through Robert Byrns EA. Strategic Investment Solutions, Inc. offers discretionary investment supervisory services and model portfolio management to individual investors, high-net-worth clients, and pension/profit-sharing plans. The firm follows a passive, long-term buy-and-hold investment approach using proprietary model portfolios and institutional asset-class funds.

David Walle is a CFA® charterholder with 18 years at Horizon Investment Services, LLC, based in Hammond, IN. He has seven years of industry experience and works within a six-advisor team at the firm. Horizon Investment Services provides discretionary investment advisory and sub-advisory services to individuals, retirement plans, trusts, foundations, business entities, and financial intermediaries. The firm employs a proprietary quantitative stock-rating system alongside fundamental research to manage client portfolios and model portfolios used by other financial institutions.

Matthew Komer is a financial advisor at Kera Capital Partners with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Guggenheim Funds Distributors, LLC for six years before joining Kera Capital Partners in 2022. Kera Capital Partners manages over $1.3 billion and serves individual clients, foundations, trusts, retirement plans, corporations, and pooled investment vehicles. The firm employs a combination of fundamental and quantitative analysis with an outcomes-oriented asset allocation framework, and it is notable for its active management of private pooled vehicles alongside client accounts.