Michael Lannan is a CFA® charterholder with 20 years of industry experience. He has worked at Lakewood Asset Management, LLC since 2018 and previously spent 12 years at Securus Investment Management, LLC. He serves on the investment committee for a not-for-profit family foundation and volunteers with the LaGrange Police Pension Board. Lakewood Asset Management serves individual and high-net-worth clients as well as trusts, estates, pension, and charitable entities, managing approximately $249 million across about 155 client relationships. The firm employs a bottom-up, fundamental, long-term value investment approach across various securities and offers both discretionary portfolio management and stand-alone financial planning services.

Robert Jersey is a financial advisor with GW Asset Management LLC, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. His prior roles include tenures at GW Capital Services, LLC, GW Capital Management, LLC, and Gar Wood Securities, LLC. GW Asset Management LLC provides fee-based portfolio management and model portfolios to a diverse client base, including individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a quantitative approach using ETFs, equities, corporate debt, and mutual funds, incorporating technical, cyclical, and fundamental analysis to guide portfolio allocations.

Justin Mccormack is a financial advisor with First Choice Financial Services LLC in Oak Brook, IL, holding a Series 65 license and 12 years of industry experience. He has been with First Choice Financial Services since 2013 and is also involved with First Choice Insurance Agency, where he has served in various roles since 2005. First Choice Financial Services LLC serves individual and high-net-worth clients by providing financial advice primarily through referrals to third-party money managers and estate-planning support. The firm acts as a liaison, assisting clients with third-party paperwork and ongoing oversight, while drawing on fundamental, technical, and cyclical analysis in its recommendations.

Samantha Meyer is a financial advisor at Masus Financial Group, LTD. She holds a Series 66 designation and has one year of industry experience. Prior to her current role, Samantha worked at LPL Financial LLC and has experience in roles outside finance, including at The Treehouse Ski School and The Burger Local. Masus Financial Group provides wealth management and advisory services to individuals, trusts, estates, and businesses. The firm employs a long-term investment approach using a mix of fundamental, technical, and behavioral analyses, and offers both discretionary and non-discretionary management along with comprehensive financial planning.

Theodore Augustyniak is a financial advisor with Creative Resources Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been associated with Creative Resources Investment Advisors since 2015 and is also involved with Advance Legend Funding and Augustyniak Insurance Agency, where he works as an insurance agent offering various insurance products. Creative Resources Investment Advisors primarily serves individual and high-income clients, as well as pension and profit-sharing plans, trusts, and other entities. The firm employs a long-term, value-oriented investment approach with a blend of strategic and tactical asset allocation, utilizing equities, mutual funds, bonds, and alternative instruments tailored to client needs.

Jeremiah Boynton is a CFP®-designated financial advisor with 23 years of industry experience, currently serving at Laureate Wealth Management, LLC since 2014. He holds securities licenses Series 63 and Series 66. Outside of his advisory role, Mr. Boynton is the majority owner of Laureate Capital Management, LLC and Laureate Capital Real Estate Investments, LLC, which manage various private equity, hedge fund, and real estate projects. He also serves on the Board of Directors for Still Austin, a bourbon distillery in Austin, Texas. Laureate Wealth Management provides investment advisory, portfolio management, financial planning, estate planning, and family office coordination for individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and other entities. The firm employs a strategic asset allocation process that includes individual securities, mutual funds, ETFs, separate account managers, and alternative investments, and is notable for its involvement with pooled investment vehicles and affiliated fund activities.

Michael Jankowski is a financial advisor with Parkview Asset Management, Inc. in Oakbrook Terrace, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Parkview in 2020, he spent 12 years at LaSalle St. Investment Advisors, LLC and LaSalle St. Securities, LLC. He is also president of Wealth Planning Network LLC, which focuses on fixed insurance products and serves as trustee for related benefit plans. Parkview Asset Management is a two-advisor firm managing approximately $206 million for around 140 clients, including individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers discretionary portfolio management and comprehensive financial planning, using a primarily long-term, client-specific investment approach with low-cost diversified mutual funds, ETFs, and individual securities when appropriate.

Ricki Hanna is a financial advisor at Asset Strategies, Inc. with 13 years of industry experience. He holds the Series 66 designation and previously worked at RR Donnelley & Sons for seven years. Asset Strategies, Inc. provides discretionary investment management and standalone financial planning to individual clients and charitable organizations. The firm constructs portfolios using equities, fixed income, mutual funds, and ETFs, and offers negotiable AUM-based advisory arrangements alongside fixed-fee planning engagements.

Adam Wilson is a Series 65-licensed advisor at Stabile Investment Management with one year of industry experience. His prior work includes roles at Sevita Health, Anixter - Wesco, Surgical Care Affiliates, and DeVry University. Stabile Investment Management serves individual and high-net-worth clients by providing discretionary and non-discretionary portfolio management and investment consulting. The firm emphasizes diversification and fundamental analysis within a documented Investment Policy Statement, regularly reviews portfolios, and generally avoids IPOs, SPACs, and cryptocurrencies.

Giacomo Manfredini is a financial advisor at FMI Financial, Ltd. with a Series 65 designation and one year of industry experience. Prior to joining FMI Financial in 2026, he worked at GoldStone Financial Group and has educational experience at Elmhurst University and Nazareth Academy. FMI Financial, Ltd. provides investment advisory services to institutional investors, high-net-worth individuals, corporate retirement plans, trusts, and estates. The firm offers discretionary portfolio management, investment consulting, and financial planning, emphasizing a long-term, diversified approach and individualized Investment Policy Statements.

Thomas Koleski is a CFP® professional with 16 years of industry experience, currently serving at Cedar Capital, LLC since 2017. Prior to Cedar Capital, he spent one year at 55 Capital. Cedar Capital, LLC is an independent investment adviser that provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, and other business clients. The firm specializes in ETF-based model portfolios, offering both strategic and active asset allocation approaches tailored to client objectives, risk tolerance, and tax considerations.

Christopher Plahm is a CFP® professional with 25 years of experience in financial advising. He is a partner at Stonebridge Wealth Management LLC in Oak Brook, IL, where he has worked since 2011, and he also serves as managing member and CCO of Tall Pines Capital, LLC. His career includes prior roles at Commonwealth Financial Network and APW Capital, Inc. Stonebridge Wealth Management serves individuals, trusts, corporations, partnerships, and tax-exempt entities, managing approximately $283 million for around 288 clients. The firm provides discretionary investment management, financial planning, and family-office/business consulting, using customized portfolios that incorporate ETFs, separate account managers, and individual securities, with a fiduciary approach to client assets.

Michael Green is a CFP® with 25 years of experience at Capital Management Group, Inc. and over 45 years with Green Plagge & Associates, a separate accounting and financial planning business he co-founded. He provides accounting, tax, and financial planning services outside of his advisory role. Capital Management Group, Inc. offers discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, businesses, and employee benefit plans. The firm employs a buy-and-hold investment approach with an emphasis on conservative fixed-income management and conducts ongoing portfolio reviews and semiannual rebalancing.

Michael Pensinger is the sole advisor at Pensinger Financial, Inc. in Lemont, IL, holding a Series 65 designation with 12 years of industry experience. He has led Pensinger Financial, LLC since 2014. Outside of financial advising, he is involved in real estate development through Denanson Development LLC Series Drexel Manor. Pensinger Financial provides investment advisory and financial planning services to individuals, high-net-worth clients, and small businesses. The firm’s approach is based on efficient market theory and modern portfolio theory, focusing on long-term investing primarily through indexed mutual funds and ETFs.

Brian Wilson is a financial advisor at Stabile Investment Management with 18 years of industry experience. He holds a Series 65 designation and has worked with the firm since 2008. Prior to that, he was affiliated with Financial Solutions Advisory Group beginning in 2004. Stabile Investment Management serves individual and high-net-worth clients by providing discretionary and non-discretionary portfolio management along with on-demand investment consulting. The firm emphasizes diversification and fundamental analysis guided by an Investment Policy Statement, reviews portfolios quarterly, and generally avoids IPOs, SPACs, and cryptocurrencies.

Donald Heatherly is a financial advisor with HK Private Client, LLC, holding Series 66 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Fifth Third Private Bank and Northern Trust. He is also licensed to sell life, health, and long-term care insurance. HK Private Client, LLC is a small, supported registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and financial planning services. The firm uses quantitative tools and integrates financial planning into advisory relationships while managing diversified portfolios tailored to client objectives and risk tolerance.

Jeffrey Kabbe is a financial advisor at Blue Cedar Advisors LLC with five years of industry experience. He holds a Series 65 designation and is also the managing partner of Kabbe Law Group, LLC, a law firm specializing in estate planning and elder law. Blue Cedar Advisors LLC provides portfolio management and integrated financial planning services primarily to high-net-worth individuals, utilizing a variety of analytical methods and a long-term trading orientation to guide discretionary investment decisions.

Venkatakrishna Vedam is a financial advisor with V2 Financial Group, LLC, holding a Series 65 credential and 19 years of industry experience. He has been with V2 Financial Group since 2006 and also works as a mortgage consultant and loan officer at ABS Home Mortgage, where he has been involved since 2004. Additionally, Vedam serves as president of Millennium Financial and Business Services, Inc., providing business consulting to small businesses. V2 Financial Group is a registered investment adviser serving individual and small-business clients, including high-net-worth individuals, with discretionary asset management and personalized portfolio construction. The firm combines modern portfolio theory with macroeconomic, technical, and behavioral analysis to manage multi-hundred-million dollar portfolios across various asset classes.

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.

Brian Dress is a financial advisor at Left Brain Wealth Management, LLC in Naperville, IL, holding a Series 65 credential with five years of industry experience. He has worked at Left Brain Wealth Management since 2018 and previously spent six years at AE Trading. Left Brain Wealth Management provides discretionary asset management and financial planning services to individuals, trusts, retirement plans, corporations, and other entities. The firm uses a proprietary JARVIS platform combining fundamental, technical, and quantitative analysis to manage tailored portfolios and pooled private funds.