Tucker Hutchinson is a CFA® charterholder and registered advisor with Series 65 and Series 63 licenses. He has five years of industry experience, including roles at Wells Fargo Clearing and service in the United States Air Force. He is currently the sole advisor at Two Three Five, an independent firm based in Chicago, IL. Two Three Five provides investment advisory services to individuals, high net worth clients, trusts, corporations, and employer-sponsored retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, combining fundamental, technical, and quantitative analysis with various asset-allocation strategies.

Kurt Winiecki is the sole advisor at Winiecki Wealth Management in Chicago, IL, holding a Series 66 designation with 18 years of industry experience. He founded his independent firm in 2011 and has a background in accounting and law. Winiecki Wealth Management serves individuals, families, and business and retirement-plan clients by offering discretionary and non-discretionary investment advisory services, financial planning, and speaking engagements. The firm manages approximately $64 million in assets, emphasizes portfolios mainly composed of ETFs, mutual funds, Treasury bills, CDs, and fixed income, and frequently advises retirement plan sponsors as either an ERISA 3(21) or 3(38) fiduciary.

Kawashima Seiya is a financial advisor with Two Capital, LLC, holding a Series 65 designation and one year of industry experience. He also works as a systems administrator at the University of Chicago, where he has been employed since 2009. Two Capital, LLC is an independent firm providing investment advising and discretionary portfolio management to individuals, high-net-worth investors, trusts, estates, charitable organizations, and business entities. The firm employs a value-investing approach focused on individual U.S. equities and U.S. Treasury securities, with portfolio management tailored to both longer-term and shorter holding periods.

Lawrence George is the sole advisor at Dividend Growth Strategies, Inc. in Western Springs, IL, holding Series 63 and Series 65 designations with 23 years of industry experience. He has led Dividend Growth Strategies, Inc. since 2009. Dividend Growth Strategies, Inc. serves individuals, trusts, and pension or profit-sharing plans by providing discretionary portfolio management, ongoing monitoring, and pension consulting. The firm employs a dividend-growth income approach focused on high-quality dividend-paying companies and selective fixed income, utilizing a proprietary 10-point scoring system to guide investment decisions.

Aaron Shafter is the principal advisor at Great Mountain Capital Management LLC, holding a Series 66 designation with 21 years of industry experience. He has been with Great Mountain Capital Management since 2004. Great Mountain Capital Management provides discretionary investment management and financial consulting to individuals, institutional, and corporate clients, including pension plans, charitable organizations, municipalities, and sovereign funds. The firm combines fundamental stock screening with technical analysis and market-timing strategies, often utilizing derivatives and leverage in managed accounts.

Laura Allen is a financial advisor at Chase Allen Wealth in Chicago, IL, holding a Series 65 designation. She has experience from prior roles at Loadsmart, Inc., Root Inc., and the University of Michigan - Ross School of Business. Laura founded Chase Allen Wealth in 2024 and operates as its sole advisor. Chase Allen Wealth provides fee-only financial planning and coaching services to individuals and high-net-worth clients, focusing on project-based and hourly engagements. The firm emphasizes financial clarity, cash flow management, and complex planning issues, using non-discretionary investment recommendations grounded in Modern Portfolio Theory.

Matthew Kline is the founder and managing member of Kline Capital Management LLC, an independent firm based in Northfield, IL. He holds Series 63 and Series 65 licenses and has 15 years of industry experience, including roles at Neurotech LLC and US Markets, Inc. Outside of financial advising, he is involved in several business ventures, including managing an aerial and construction equipment company and owning a consulting firm and an insurance agency. Kline Capital Management provides fee-only financial planning, wealth management, and investment portfolio management primarily to individual clients, with some corporate and pension clients. The firm emphasizes goal-based planning and strategic asset allocation, using index funds and ETFs alongside active funds when necessary, and maintains written investment policy statements with a focus on tax efficiency and ongoing reporting.

Sergey Zaks is the principal of Zaks Investment Advisory Service, LLC in Chicago, IL, holding a Series 65 designation with 20 years of industry experience. He is also the founder and president of Distributed Software Development, Inc., a software company specializing in municipal systems such as 911 dispatch and voter-registration platforms. Zaks Investment Advisory Service provides discretionary and nondiscretionary separately managed accounts primarily for individual clients. The firm employs a passive investment approach focused on diversified portfolios using exchange-traded funds and mutual funds, adjusting allocations to client circumstances while maintaining low trading volumes and avoiding leverage.

Christopher Sands is the principal advisor at Sands Wealth Strategies, LLC, with 11 years of industry experience. His prior roles include positions at Manning & Napier Advisors, B. Riley Wealth Advisors, and Lemme Investment Group, where he also served as Chief Compliance Officer and is preparing to succeed the firm's retiring owner. Sands Wealth Strategies, LLC serves individual and high-net-worth clients, as well as pension and profit-sharing plans and corporate entities, providing wealth management, retirement plan management, and comprehensive financial planning. The firm employs a blend of fundamental analysis and Modern Portfolio Theory, using both passive and active investment vehicles, and offers retirement-plan consulting and ERISA 3(38) investment management services.

Sophie Kaluziak is a financial advisor at Vista Financial Planning in Oak Park, IL, holding a Series 65 designation with 22 years of industry experience. She has been with Vista Financial Planning since 2003. Vista Financial Planning is a fee-only, independent firm serving individuals, families, and employee benefit plan sponsors. The firm offers comprehensive financial planning services, including tax planning, estate and risk management, retirement planning, and portfolio analysis, with an investment approach tailored to clients’ tax situations and risk tolerance.

Melanie Husk is a financial advisor at Mel Consulting Co. d/b/a Mel & Co in Chicago, IL, with 22 years of industry experience. She holds Series 63, 65, and 66 licenses and previously worked at World Equity Group and Raymond James & Associates. Mel Consulting Co. provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and small- to mid-sized businesses. The firm employs a modern portfolio theory approach focused on passive, asset-class-based portfolios and emphasizes personalized, behavioral financial planning alongside educational programming and public speaking.

Benjamin Gutstein is a financial advisor at White Crest Capital in Glencoe, IL, with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has been with White Crest Capital since 2015. White Crest Capital provides discretionary asset management and portfolio supervision to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages a broad range of securities using a combination of cyclical, fundamental, and technical analysis, tailoring advice through personalized interviews and questionnaires.

Vincent Bicicchi is the sole advisor at Galvanize Wealth LLC, an independent registered investment adviser based in La Grange Park, IL. He holds a Series 66 designation and has 19 years of industry experience. Prior to founding Galvanize Wealth in 2019, he worked at Levin Funding Group and has been involved with Vindico, Inc. since 2014 and OZO Development, LLC since 2018, serving as president and CFO/co-founder respectively. Outside of advisory services, he is active in insurance sales and business and estate consulting through Vindico, Inc., and participates in software development and financial strategy at OZO Development. Galvanize Wealth serves individuals, trusts, charitable organizations, small businesses, and qualified retirement plans, providing investment management, financial planning, and retirement-plan advisory services. The firm employs a long-term, asset-allocation-driven approach using passively managed mutual funds and ETFs, supported by written investment policy statements and periodic reviews. It also offers insurance and estate/business consulting through the principal’s additional activities and provides pension consulting and employee-benefit plan services.

Danielle Schultz is a CFP® and Series 65-licensed financial advisor with 14 years of industry experience. She is the sole advisor at Haven Financial Solutions, Inc., an independent advisory firm based in Evanston, IL. In addition to her advisory work, she devotes time to freelance writing outside of securities trading hours. Haven Financial Solutions primarily serves individual clients, offering comprehensive financial planning and investment supervisory services. The firm employs a strategic, passive investment approach focused on diversified asset allocation using indexed mutual funds and ETFs, with an emphasis on long-term buy-and-hold and periodic rebalancing. It also provides educational workshops and written financial contributions, with specialized services in divorce and college planning.

Rutvik Joglekar is the founder of DIYFi Advisors LLC and holds a Series 65 credential. He has prior experience at Econ One, where he serves as a consultant providing economic analysis and litigation support, and has worked in various roles including at Capital One and Bates White Economic Consulting. Outside of his advisory work, he manages expert reports in healthcare-related litigation as part of his consulting practice. DIYFi Advisors LLC serves individual clients, particularly recent graduates and young professionals, by providing financial planning and portfolio transition guidance through fixed-fee and hourly engagements. The firm focuses on passive, low-cost, globally diversified investment strategies and delivers advice as point-in-time planning rather than ongoing portfolio management.

Michael Stanton is a CFP® professional with 10 years of experience in financial planning. He is the sole advisor at Stanton Financial Planning, LLC, an independent firm he has led since 2015. Stanton Financial Planning, LLC offers fee-only holistic financial and tax planning services to individuals and families, focusing on comprehensive planning engagements, project retainers, and hourly consultations rather than ongoing portfolio management. The firm emphasizes disciplined asset allocation, global diversification, and tailored recommendations, operating without discretionary trading authority or custody of client assets.

James Martinelli is a financial advisor with JDN Financial LLC in Glenview, IL, holding a Series 66 designation and 17 years of industry experience. He has worked with WSP Commodity Trading, LLC since 2011 and has been an independent insurance agent since 2003, including activities involving equity indexed annuities. JDN Financial LLC provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as banks, pension plans, and corporations. The firm employs a variety of analytical approaches for portfolio implementation and offers commissionable insurance products through its principal’s insurance licensure.

Stephanie Van Vlerah is a CFP® professional with 11 years of industry experience, currently serving as the sole advisor at Financial Illumination Advisors, LLC since 2021. Prior to this, she worked at Oxford Financial Group, Ltd for eight years and briefly pursued entrepreneurial activities. She serves on the boards of the Rosecrance Chicago Foundation and Rosecrance Health Network, and is the Spousal Forum Chair for YPO Chicagoland. Financial Illumination Advisors provides financial planning and outsourced CFO services to high-net-worth individuals, family entities, and private foundations. The firm focuses on personalized written plans and coordination with outside specialists, offering family office–style services without providing asset management or discretionary trading.

Evan Kakis is the principal of Kakis Financial Services Inc. in Des Plaines, IL, holding a Series 65 designation with 17 years of experience in financial advising. He has operated Evan S. Kakis Ltd since 1999, a CPA and accounting firm where he serves as president. Additionally, he is president of Payroll Solutions and Services Inc., a payroll processing company. Kakis Financial Services is an independent registered investment adviser managing discretionary portfolios primarily for individuals, families, not-for-profit organizations, and closely held businesses. The firm emphasizes risk management through customized asset allocation and ongoing portfolio adjustments, utilizing a variety of mutual funds, ETFs, and government securities.

Bekim Redzic is a financial advisor at Keystone Asset Management LLC with 14 years of industry experience. He holds a Series 65 designation and also serves as an office manager at Beta Electric, Inc., a family-owned electrical construction business. Keystone Asset Management LLC manages private investment funds for accredited and qualified investors, employing multi-strategy proprietary approaches that include fundamental research, quantitative analysis, and various instruments such as swaps, options, and credit derivatives. The firm utilizes affiliated broker-dealers for trade execution and frequently invests in sub-funds it manages.