Lawrence Gatz is a CFP® and holds a Series 65 license with 12 years of industry experience. He has worked at Copperwood Financial since 2020 and previously held roles at Significant Wealth Partners Inc., Capital Management Consultants, Kingsview Asset Management, Atkins and Associates, and Wealth Planning Network. Outside of his advisory work, he co-owns KLG Management Inc., which 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 small businesses, including a specialty practice for professional athletes. The firm manages portfolios using a tactical allocation approach and provides retirement plan consulting, serving as an ERISA Section 3(38) fiduciary for employer-sponsored plans.

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. Her prior experience includes roles at Midwest Legacy Group, LLC and The Millennium Group, Where Service Matters. PrairieView Wealth & Tax Advisors provides personalized financial planning and portfolio management services to individuals, families, family offices, trusts, estates, private foundations, and businesses. The firm integrates tax-preparation services through an affiliated entity and uses a fundamental analysis approach to build customized investment portfolios that may include mutual funds, ETFs, individual equities, and other assets.

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.

Kevin Griffin is a CFP® professional with 10 years of experience in financial advising. He has been with Griffin Financial Advisors, LLC since 2016. The firm serves individuals, families, trusts, small businesses, and pension plans, offering personalized financial planning and portfolio management tailored to clients’ objectives and risk tolerance. Griffin Financial Advisors combines fundamental, technical, and cyclical analysis in its investment approach and provides periodic reviews and documented financial plans through a seven-step process.

Christian Crum is a financial advisor at Midwest Investment and Retirement Management, Inc. with seven years of industry experience. He holds a Series 65 designation and previously worked at Indiana University for six years. Christian also maintains a role at Midwest Wealth Builders, Inc., where he has been active for over a decade. Midwest Investment and Retirement Management, Inc. serves individual and high-net-worth households by providing discretionary portfolio management across equities, bonds, mutual funds, and other securities. The firm emphasizes long-term, diversified, balanced allocations tailored to clients’ risk tolerance and offers retirement planning support alongside educational seminars.

Gary Crum is a financial advisor at Midwest Investment and Retirement Management, Inc. with 12 years of industry experience. He holds a Series 65 designation and has worked at Midwest Investment and Retirement Management since 2013, as well as at The Retirement Store Inc. since 2024. Prior to his advisory roles, he was employed at Indiana Wesleyan University for nine years. Midwest Investment and Retirement Management, Inc. serves individual and high-net-worth households with discretionary portfolio management across various asset classes and offers retirement planning support and educational seminars. The firm focuses on long-term, diversified, balanced allocations tailored to client risk tolerance, managing most accounts on a discretionary basis while allowing written investment restrictions.

Jeffrey Holland is a Series 65-licensed financial advisor with 23 years of industry experience. He has been with VIA IV Investments, LLC since 2002. VIA IV Investments, LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as businesses, charities, estates, and trusts. The firm uses broadly diversified, custom-indexed model portfolios combined with periodic rebalancing and external research, and offers alternative private fund access and a discretionary digital advice program with lower minimums.

David Latko is a financial advisor with Latko Wealth Management, Ltd. in Frankfort, IL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Latko Wealth Management since 2016 and has worked at LPL Financial since 1989. Outside of his advisory work, he runs Latko Media Enterprises Ltd., which encompasses his book writing, magazine writing, radio show, seminars, and public speaking. Latko Wealth Management provides discretionary and non-discretionary investment advisory services, financial planning, and hourly consulting primarily to individual clients, including high-net-worth households, as well as foundations, endowments, and corporate clients. The firm uses a personalized, goal-based process and offers portfolios with a range of asset types, monitored and rebalanced periodically with options for discretionary or non-discretionary management.

Frank Pavlica is a financial advisor with Strategic Investment Solutions, Inc. and holds Series 63 and Series 65 licenses. He has 40 years of industry experience and has worked at Purshe Kaplan Sterling Investments, LPL Financial LLC, and has operated his own CPA firm since 1976. He serves on the board of directors for Cornerstone National Bank & Trust Company and provides tax preparation and accounting services through his CPA practice. Strategic Investment Solutions is an SEC-registered multi-advisor firm offering 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, using institutional funds primarily from Dimensional Fund Advisors and maintaining a long-term, buy-and-hold strategy with periodic reviews.

Ryan Williamson is a CFP® professional with 26 years of industry experience. He has been with Horizon Wealth Management since 2014 and has worked with LPL Financial for over two decades. Outside of his advisory work, he is an author of a financial planning book and plays guitar in a band. Horizon Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm provides discretionary investment management and financial planning with a long-term, fiduciary approach, managing diversified portfolios and offering ongoing portfolio monitoring.

Michael Sedlak is a CFP® and CFA® with 24 years of experience in financial advising. He is currently with Sikich Financial and also serves as a manager for Golden Trail Advisers, where he has worked since 2010. Sedlak holds a Series 63 license and is based in Burr Ridge, Illinois. Sikich Financial is an SEC-registered wealth management firm serving individuals, pension and profit-sharing plans, trusts, estates, and businesses. The firm employs a diversified, asset-class-based investment approach emphasizing passive strategies and integrates investment management with financial planning and retirement plan consulting.

Jay Faler is a financial advisor at Providence Wealth Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at Standard Bank & Trust from 2012 to 2016 before joining Providence Wealth Advisors in 2017. Providence Wealth Advisors is an SEC-registered investment adviser that provides 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.

Rita Bunch is a financial advisor at 4 Wealth Advisors, Inc. with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments and 4 Wealth Advisors since 2012. Additionally, she is involved with 4Wealth Insurance Group, where she evaluates life insurance needs. 4 Wealth Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm offers portfolio management and comprehensive financial planning using a range of analytical methods, with a distinctive affiliation to an accounting firm and related insurance entity.

Christopher Gonzales is a financial advisor at 4Wealth Advisors, Inc. with 12 years of industry experience. He holds a Series 66 designation and has worked with firms including Brickwork Financial Planning, Ltd., 4Wealth Advisors, Inc., IPI Wealth Management, Inc., and Investment Planners Inc. In addition to his advisory work, he is licensed to sell fixed insurance products such as life, health, disability, annuities, and long-term care. 4Wealth Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a range of analytical methods and offers customizable portfolio management along with integrated services through affiliated accounting and insurance entities.

Douglas Degroot is a CFP® with 15 years of industry experience and has been with Providence Wealth Advisors, LLC since 2010. He holds a Series 65 license and is based in Frankfort, IL. Providence Wealth Advisors, LLC is an SEC-registered investment adviser that provides portfolio management, financial planning, and estate-planning services to individuals, trusts, retirement plans, and government entities. The firm uses asset-allocation models based on modern portfolio theory to build diversified portfolios and serves a range of clients including high-net-worth individuals, offering financial planning at no additional charge.

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.

Paul Lambert is a financial advisor at Indivisible Partners with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill Lynch for three decades before joining Indivisible Partners in 2025. Lambert also serves as Chair of the Emeritus Board for the nonprofit Chicago Run and is involved with Bras Coupé, a nonprofit fishing camp in Canada, where he participates on the Executive and Membership Committees. Additionally, he consults for Bates Group LLC, assisting with business development and marketing. Indivisible Partners provides investment advisory and financial planning services to individuals, personal trusts, corporations, and retirement plans. The firm offers portfolio management, third-party manager selection, and ERISA plan advisory, delivering both discretionary and non-discretionary services tailored to client needs.

Terrence Heafey is a CFP® professional with 30 years of industry experience, currently with 4 Wealth Advisors, Inc. He has worked at several firms including PURSHE KAPLAN STERLING INVESTMENTS, Inc., Brickwork Financial Planning, LTD, and Ipi Asset Management, Inc. He serves on the Palos Consolidated Elementary School District 118 School Board. 4 Wealth 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 continuous monitoring and annual reviews.

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.