Christopher McDonnell is a financial advisor at McDonnell Capital Management with 16 years of industry experience. He holds a Series 66 designation and has been leading McDonnell Wealth Management, LLC since 2012. McDonnell Capital Management provides discretionary investment management, non-discretionary advisory services, ERISA 3(21) co-fiduciary retirement plan consulting, and integrated financial planning to a diverse client base including institutions, business owners, trusts, municipalities, and individual clients. The firm employs a goals-driven investment approach based on Modern Portfolio Theory, utilizing customized investment policy statements and financial modeling to guide asset allocation and monitor progress.

Thomas Gavin IV is a financial advisor at GW Asset Management LLC with one year of industry experience. He holds a Series 66 designation and has worked at a range of firms including Gar Wood Securities, LLC, DeFonseka, LLC, and Cannatrac Financial Corp. Outside of his advisory role, he has involvement with consulting and technology companies. GW Asset Management is a state-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides model portfolios and portfolio management driven by strategic and tactical quantitative analysis, using a mix of ETFs, equities, corporate debt, mutual funds, and occasionally alternative investments.

Richard Borek is a CFP® with 15 years of industry experience. He is currently with SC Wealth Advisors and has previously worked at MSI Financial Services, Inc. He holds a Series 63 license. SC Wealth Advisors serves individual clients—including high-net-worth and non-HNW households—as well as retirement plans, trusts, estates, charities, and business entities, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs a tactical allocation strategy intended to manage downside risk and improve performance through fundamental, technical, and cyclical analysis.

Mark Pesavento is a CFP® and PFS™ with 19 years of industry experience. He has worked at Forest Asset Management LLC since 2006 and previously operated his own consulting firm, Mark S. Pesavento LLC, providing business consulting, transition, and valuation services. He is also president and owner of Cleco Industrial Fasteners Inc., where he serves as outside controller. Forest Asset Management LLC advises individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, asset-allocation-driven investment approach using primarily passive and evidence-based mutual funds and ETFs, supported by written investment policy statements, portfolio modeling, and third-party sub-advisers.

Lori Kaminski is a CFP® credentialed advisor at Kuhn Capital Partners with nine years of industry experience. She has worked at Whitney Kuhn, LLC since 2018 and operates a sole proprietorship offering insurance sales alongside her advisory duties. Kuhn Capital Partners provides discretionary and non-discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, and foundations, and manages both separately managed accounts and pooled investment vehicles with diverse strategies.

Matthew Pequet is a financial advisor at MPI Wealth Management LLC in Hinsdale, IL, holding a Series 65 designation and eight years of industry experience. He has worked with MPI Wealth Management since 2019 and previously with MPI Investment Management Inc from 2003 to 2022. MPI Wealth Management is an independent SEC-registered adviser providing discretionary portfolio management and sub-advisory services to individual and institutional clients, including high-net-worth individuals, retirement plans, and insurance companies. The firm employs fundamental and technical analysis combined with macroeconomic research to construct customized portfolios across fixed-income and equity strategies.

Terrence Heafey is a CFP® with 30 years of industry experience, currently serving at Brickwork Financial Planning, LTD in Orland Park, IL. His prior work includes roles at 4 Wealth Advisors, Inc., PURSHE KAPLAN STERLING INVESTMENTS, Inc., and A.G. Edwards & Sons, Inc. He is also a member of the Palos Consolidated Elementary School District 118 School Board. Brickwork Financial Planning provides financial planning and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers written analyses and implementation recommendations without discretionary portfolio management, charging fees based on fixed, hourly, or negotiated planning arrangements.

Anthony Petan is a financial advisor with PrairieView Wealth & Tax Advisors in Frankfort, IL. He holds a Series 65 credential and has less than one year of industry experience. Prior to his role at PrairieView, he worked in various positions including hospitality and education. PrairieView Wealth & Tax Advisors serves individuals, families, family offices, trusts, estates, and private foundations, providing personalized financial planning alongside discretionary and non-discretionary investment management. The firm integrates tax preparation and accounting services through an affiliated tax practice and offers insurance products via licensed advisory personnel.

Wayne Casey is a financial advisor with Casey Wealth Management, Inc. in Orland Park, IL, holding a Series 66 designation and 24 years of industry experience. He has worked at Sammons Securities Co., LLC since 2009 and has been with Casey Wealth Management since its founding in 2002. Casey is the owner and president of Casey Wealth Management and also operates as an independent insurance agent. Casey Wealth Management provides customized financial planning, consulting, and investment management primarily to individual clients, occasionally serving pension and profit-sharing plans. The firm employs fundamental security analysis with a buy-and-hold strategy, offers non-discretionary management, and conducts quarterly portfolio reviews.

Patrick Mauro is the principal of Patrick Mauro Investment Advisor, Inc. in Oak Brook, IL, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has led his firm since 1996. Patrick Mauro Investment Advisor, Inc. is an SEC-registered advisory firm managing portfolios for individuals, pension and profit-sharing plans, trusts, estates, and various business and charitable entities. The firm provides discretionary investment management with strategies including laddered bond portfolios and growth-and-income equity approaches, emphasizing dividend-paying companies, MLPs, REITs, and commodity ETFs.

Robert Morvice Jr. is a CFP® and holds a Series 66 license with 15 years of industry experience. He is currently with PrairieView Wealth & Tax Advisors and has previously worked at firms including Bates Securities, Inc. and Belvedere Trading LLC. In addition to his advisory role, he serves as Director of Operations and Enrolled Agent at PrairieView Tax LLC, a tax preparation and advisory business. PrairieView Wealth & Tax Advisors serves individuals, families, family offices, trusts, estates, and private foundations with personalized financial planning and both discretionary and non-discretionary investment management. The firm integrates tax preparation and planning services through its affiliated tax practice and employs a fundamental, tax-aware investment approach tailored to client needs.

Rajan Shah is a financial advisor at SC Wealth Advisors with seven years of industry experience. He holds a Series 65 designation and has worked at Secure Capital Wealth Advisors LLC since 2019, as well as Secure Capital Management USA LLC since 2012. In addition to his advisory role, he assists clients with life insurance and fixed indexed annuity purchases through various insurance carriers. SC Wealth Advisors serves individual clients, including high-net-worth households, as well as retirement plans, trusts, estates, charities, and business entities. The firm provides discretionary portfolio management, financial planning, and pension consulting using a tactical allocation strategy that incorporates fundamental, technical, and cyclical analysis.

Arminas Rajuncas is a financial advisor at Parkview Asset Management, Inc. with 17 years of industry experience. He has previously worked at LPL Financial and Unique Wealth Strategies, LLC. Rajuncas holds Series 63 and Series 65 licenses. Parkview Asset Management, Inc. is a two-advisor SEC-registered firm managing approximately $206 million for around 140 clients, including individuals, high-net-worth individuals, trusts, estates, and retirement plans. The firm provides discretionary portfolio management and comprehensive financial planning with a primarily long-term, client-specific investment approach using low-cost diversified mutual funds, ETFs, and individual securities when appropriate.

Kortney Mcculley is the principal advisor at McCulley Financial Group, LLC, an independent registered investment adviser based in Westchester, IL. He holds Series 63 and Series 65 credentials and has 18 years of industry experience. In addition to his advisory role, Mcculley is involved in several entrepreneurial ventures, including ownership of a technology company and participation in agriculture commodities investment and consulting businesses. He is also the author of a book focused on helping clients plan and organize their financial goals. McCulley Financial Group serves individuals, trusts, estates, charitable organizations, small businesses, and retirement plan clients, providing financial planning, portfolio management, and corporate retirement plan consulting. The firm offers both discretionary and non-discretionary asset management integrated with written financial plans and ongoing investment monitoring.

Roger Kadisak is a CFP® and Series 65-licensed advisor with 27 years of industry experience. He has been with Kadisak Financial Services, Inc. since 1995. The firm provides discretionary investment management and financial planning to both high-net-worth and non-HNW individual and trust clients. Kadisak Financial Services manages approximately $65.5 million across about 77 client relationships, using an actively managed, tactical asset-allocation approach focused on diversified mutual funds and ETFs.

Jeffrey Coyner is a financial advisor at VIA IV Investments, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Jeffrey Jacob Holland Investments, LLC since 2013. Outside of VIA IV, he performs financial research and portfolio management full-time at HTG Capital, a firm formed from a merger with Goldenberg Hehmeyer. 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 with periodic rebalancing and access to alternative private funds for accredited investors, alongside a digital advice program with lower minimums.

Sarah Pierce is a financial advisor at Watershed Private Wealth with 17 years of industry experience. She holds a Series 66 designation and has worked at firms including Northwestern Mutual and Creative Planning. Watershed Private Wealth provides investment advisory services to individuals, trusts, estates, and pension plans, offering discretionary portfolio management and financial planning. The firm uses a combination of fundamental, quantitative, technical, and modern portfolio theory analyses to build customized investment programs tailored to client goals and risk tolerance.

Todd Reeves is a financial advisor at Tim Reeves & Associates with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fortune Financial Services, Inc. since 2015. Tim Reeves & Associates provides portfolio management for pooled investment vehicles and institutional clients, focusing on discretionary management and financial planning. The firm uses hourly and flat fee structures rather than asset-based fees and maintains affiliations with a broker-dealer and insurance licensing.

Ryan Kavois is a CFP® professional with 20 years of industry experience, currently serving at Brickwork Financial Planning, LTD. He has held roles at firms including 4Wealth Advisors, Inc., IPI Asset Management, Inc., and Wells Fargo Clearing. Kavois is also involved in insurance sales as an owner and officer of Brokerage Unlimited. Brickwork Financial Planning offers financial planning and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm focuses on written analyses and implementation recommendations without discretionary portfolio management, emphasizing fixed or hourly fee arrangements and using tools such as MoneyGuide Pro and FI360 to support its planning process.

Andrew Kuhn is a financial advisor with Kuhn Capital Partners in Oak Brook, IL, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. He has worked at Kuhn Capital Partners since 2016 and also has experience with Focused Compounding Capital Management. As a partner of the General Partner for Bison Alpha Fund, he is involved in managing a private fund affiliated with his firm. Kuhn Capital Partners is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, foundations, and other entities. The firm offers tailored portfolio management with a range of investment vehicles and serves pooled investment clients, acting as general partner and investment manager to affiliated private funds.