Richard Holmberg is a financial advisor at Liberty Asset Management, Inc. with 20 years of industry experience. He holds a Series 65 designation and has been with Liberty Asset Management since 2006. In addition to his advisory role, he is a partner in the law firm of Mosteller & Holmberg, P.C. Liberty Asset Management provides portfolio management and financial planning services to individuals, trusts, retirement plans, corporations, and charitable organizations, emphasizing a long-term, diversified investment approach based on Modern Portfolio Theory.

Nicholas Leftakes is a financial advisor at VIA IV Investments, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with VIA IV since 2020. He is also a co-owner and principal of LT Group, LLC, a real estate investment company based in Chicago. VIA IV Investments provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as businesses, charities, estates, and trusts. The firm offers diversified, custom-indexed model portfolios alongside alternative private fund access and operates a digital advice program with a lower minimum investment threshold.

Raymond Kozicki is a financial advisor with Midwest Financial Network, LLC, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has held positions at EverGreen Capital Management and Horter Investment Management, and has been self-employed since 2009. In addition to advisory work, he operates as an independent insurance agent. Midwest Financial Network serves individual investors, high-net-worth clients, businesses, and retirement-plan sponsors, offering comprehensive financial planning and portfolio management. The firm employs a Core + Satellite investment approach, blending passive and active strategies, and emphasizes client education through seminars and retirement plan consulting.

Stephen Truesdale is a financial advisor at North South Capital, LLC in New Lenox, Illinois, with four years of industry experience. He holds a Series 66 designation and previously worked for CN Railroad for ten years before joining North South Capital in 2021. Outside of advising, he manages a small rental property in Cedar Lake, Indiana. North South Capital serves retail and high-net-worth individuals, businesses, pension and profit-sharing plans, charitable organizations, estates, and trusts, managing approximately $25.9 million across about 120 client accounts. The firm uses multiple methods of analysis and goal- and risk-based model allocations, offering discretionary portfolio management, financial planning, and insurance- and brokerage-related services.

Nicole Kustok is a financial advisor at Evansbrook Capital Management with six years of industry experience. She holds a Series 66 designation and has worked at Romano Brothers and Company, Madison Capital Funding, and Sharmac Capital Funding. Kustok has been with Evansbrook Capital Management since 2023. Evansbrook Capital Management serves individual clients, families, trusts, estates, businesses, charities, and retirement plans, providing discretionary investment management, custom portfolio construction, and qualified plan consulting. The firm uses a strategic, diversified asset-allocation framework supported by various analytical approaches and manages over $225 million with a small advisory team.

David Thompson is a CFA® charterholder with 11 years of industry experience. He is a principal at Thompson Capital Management, LLC, where he has worked since 2019, and also serves as a portfolio manager and trader at Little Harbor Advisors, LLC. His prior experience includes roles at Kaizen Advisory, LLC and Typhon Capital. Thompson Capital Management provides investment management and financial planning primarily to individual and high-net-worth clients, as well as sub-advisory services to other investment advisers. The firm employs a model-driven investment approach across multiple strategies, utilizing equities, fixed income, options, and exchange-traded products, including derivatives and VIX-linked instruments, to implement tactical risk-management and quantitative elements.

Eric Wills is a CFA charterholder with four years of industry experience. He is currently an advisor at Park River Advisors and previously worked at Point72, Zazove Associates, and Calamos Investments. Park River Advisors provides fee-based investment advisory services, discretionary portfolio management, comprehensive financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and other entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis and manages roughly $45 million in discretionary assets with a small team that incorporates active derivative and short-selling strategies in some accounts.

Joel Poortenga is a financial advisor at GPS Financial Group, LLC with 15 years of industry experience. He holds the Series 66 designation and has been with GPS Financial Group since 2016. The firm provides portfolio management, financial planning, and pension consulting services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. GPS Financial Group manages approximately $64 million in assets using a two-advisor structure and applies modern portfolio theory with a long-term trading approach, typically managing accounts on a discretionary basis.

Karen Nordstrom is a financial advisor at Contour Financial with 24 years of industry experience. She holds the Series 65 designation and has been with Contour Financial since 2001. Contour Financial serves individual households primarily focused on retirement planning and investment management, emphasizing clients who are not high-net-worth. The firm offers diversified portfolios mainly composed of mutual funds and ETFs, alongside comprehensive financial planning services, and operates as a fee-only fiduciary under the NAPFA code.

Prakhar Bansal is a CFA® charterholder with one year of industry experience, currently serving as a financial advisor at V2 Financial Group, LLC. Prior to joining V2 Financial Group, he spent eleven years at The University of Chicago and took a year for extended travel. V2 Financial Group provides discretionary asset management and financial planning to individuals and small businesses, managing approximately $350 million in client assets. The firm’s investment approach combines modern portfolio theory with macroeconomic and behavioral analysis, using strategic allocations along with tactical adjustments informed by fundamental and technical research.

Adam Ogle is a financial advisor at Park River Advisors with a Series 65 designation and one year of industry experience. He has worked at SAP since 2011 as a Principal Enterprise Architect, focusing on guiding customers from on-premises legacy software applications to SAP’s cloud-based solutions. Park River Advisors is a small, state-registered firm providing discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a tactical allocation approach blending fundamental, technical, and cyclical analysis to manage customized portfolios across various asset classes.

Osman Arain is a CFA charterholder with 10 years of industry experience. He is currently an advisor at Evansbrook Capital Management, where he has worked since 2023. His prior experience includes roles at Romano Brothers, PNC Wealth Management, and Beacon Global Asset Management. Evansbrook Capital Management serves individual clients, families, trusts, estates, businesses, charities, and retirement plans by providing discretionary investment management, custom portfolio construction, and qualified plan consulting. The firm employs a strategic, diversified asset-allocation framework supported by various analytical approaches and manages over $225 million with a small advisory team.

Irfan Galaria is a financial advisor at Galaria Capital Management, LLC with nine years of industry experience. He holds Series 65 and Series 66 licenses. Outside of his advisory role, he is also the physician and president of Galaria Plastic Surgery & Dermatology, a medical-surgical practice he has operated since 2009. Galaria Capital Management serves individuals, families, trusts, small businesses, and employer retirement plans, providing discretionary portfolio management and investment planning. The firm customizes strategies based on client age, risk tolerance, and time horizon, emphasizing asset allocation and diversification while accommodating faith-based or socially conscious preferences when practicable.

Austin Mitchell is a financial advisor at Maverick Thomas Capital with two years of industry experience. He holds a Series 66 designation and previously worked at OneAmerica Securities, Johnson & Johnson, and Workout Anytime. He is also engaged in non-variable insurance sales involving fixed life and fixed annuities. Maverick Thomas Capital provides discretionary portfolio management and comprehensive financial planning primarily for individual investors, including high-net-worth clients. The firm employs a combination of fundamental, technical, quantitative, cyclical, and charting methods in its investment approach and integrates retirement, tax, estate, and education planning into portfolio management.

Christian Cruz is a financial advisor at Cruz Investments & Wealth Management with four years of industry experience. He holds a Series 65 designation and previously worked at Advisors Excel from 2016 to 2019. In addition to his advisory role, Cruz is licensed as an insurance agent, focusing on life and health insurance sales and policy reviews for clients. Cruz Investments & Wealth Management primarily serves pooled investment vehicles and institutional clients, offering financial planning, qualified plan management, and third-party investment adviser selection and monitoring. The firm emphasizes asset allocation using external research and analytical tools, tailoring recommendations to clients' objectives, risk tolerance, and time horizon.

Lawrence Gatz is a CERTIFIED FINANCIAL PLANNER™ with 13 years of industry experience. He is currently a financial advisor at Copperwood Financial and has held prior roles at Significant Wealth Partners Inc., Capital Management Consultants, Kingsview Asset Management, Atkins and Associates, and Wealth Planning Network. Outside of advisory work, he is co-owner of KLG Management Inc., where he provides personal insurance and general business management consulting. Copperwood Financial offers fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach for discretionary portfolio management and provides retirement plan consulting and fiduciary services, including a specialized division focused on financial literacy and coaching for professional athletes.

Robert Kristof is a financial advisor at Casey Wealth Management, Inc. in Orland Park, Illinois, with 20 years of industry experience. He holds a Series 66 designation and has worked at Sammons Securities Company, LLC since 2009 while also maintaining his role at Casey Wealth Management since 2005. Casey Wealth Management, founded in 2002, provides customized financial planning, consulting, and investment management primarily to individual clients and occasionally to pension and profit-sharing plans. The firm employs fundamental security analysis and a buy-and-hold strategy with quarterly portfolio reviews, managing non-discretionary assets without focusing on high-net-worth households.

Kaitlyn Hedger is a financial advisor at PrairieView Wealth & Tax Advisors with three years of industry experience. She holds a Series 65 designation and has worked at PrairieView Wealth Partners since 2023, following roles at Midwest Legacy Group, The Millennium Group, American Cruise Lines, and the University of Indianapolis. PrairieView Wealth & Tax Advisors serves individuals, families, trusts, estates, and private foundations, providing personalized financial planning and investment management alongside coordinated tax preparation and accounting services through an affiliated tax practice. The firm emphasizes tax-aware, long-term portfolio construction and offers integrated tax and advisory services within the same group.

Michael Thompson is a CFA® charterholder with 11 years of industry experience. He currently serves as a financial advisor at Thompson Capital Management, LLC and Little Harbor Advisors, LLC, where he holds the role of Portfolio Manager. His prior experience includes positions at Kaizen Advisory and Typhon Capital. Thompson Capital Management provides investment management and financial planning primarily to individual and high-net-worth clients, and also serves other advisers through sub-advisory arrangements. The firm employs a model-driven investment approach across multiple strategies, utilizing equities, fixed income, options, and exchange-traded products, including derivatives and VIX-linked instruments.

David Jordan is a financial advisor at QVG, LLC with one year of industry experience. He holds a Series 65 designation and has operated a YouTube channel since 2023. QVG, LLC provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, corporations, and trusts. The firm employs a model-driven, quantitative investment approach primarily focused on Russell 3000 securities, incorporating derivatives and complex fixed-income instruments across various strategies.