Anthony Petan is a financial advisor at PrairieView Wealth & Tax Advisors with a Series 65 credential and one year of industry experience. His background includes roles in both financial advising and community-focused businesses, including operating KAMs Bar and Plush Horse Ice Cream. PrairieView Wealth & Tax Advisors provides personalized financial planning and investment management to individuals and entities, integrating tax preparation and accounting services through an affiliated tax practice. The firm uses a tax-aware approach to portfolio construction and incorporates a variety of investment instruments with a long-term focus.

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 is a CFP® with 14 years of industry experience. He is currently with PrairieView Wealth & Tax Advisors and has previously worked at firms including Bates Securities, Bates Financial Advisors, Team Belvedere LLC, and Belvedere Trading LLC. He serves as Director of Operations and Enrolled Agent for PrairieView Tax LLC, a tax preparation and advisory business affiliated with his firm. PrairieView Wealth & Tax Advisors provides personalized financial planning and portfolio management to individuals, families, trusts, estates, and businesses. The firm integrates tax preparation services through its affiliated entity and employs a primarily fundamental analysis approach to develop customized investment portfolios.

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 and Secure Capital Management USA LLC since 2012. Outside of his advisory role, he assists clients with life insurance and annuity purchases through various insurance carriers. SC Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation investment approach and offers discretionary portfolio management, financial planning, and pension plan consulting.

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.

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 16 years of industry experience. She holds a Series 66 designation and has worked at firms including Northwestern Mutual Investment Management, Creative Planning, and Steven L Braun. Watershed Private Wealth provides investment advisory services to individuals, trusts, estates, and retirement plans with a focus on customized portfolio management and financial planning. The firm utilizes a range of strategies including third-party model portfolios, direct indexing, and structured products to tailor investment programs based on 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.

Andrew Kuhn is a financial advisor with Kuhn Capital Partners, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with Kuhn Capital Partners since 2016, including roles at Focused Compounding Capital Management and as a sole proprietor. He is a partner of the General Partner for Bison Alpha Fund, a private fund managed by Kuhn Capital Partners. Kuhn Capital Partners is an SEC-registered investment adviser that provides asset management and financial planning to individuals, high-net-worth clients, trusts, foundations, and other entities. The firm manages separately tailored portfolios and pooled investment vehicles, including private funds, using a range of strategies and conducts educational seminars and a radio program on market topics.

Shivam Patel is a financial advisor at SC Wealth Advisors with a Series 65 credential and four years of combined experience at the firm. Prior to his current role, he worked at SPTRADEZ LLC and has teaching experience at the University of Chicago, Glenbard North High School, and Stratford Middle School. SC Wealth Advisors serves individuals, including high-net-worth households, as well as pension plans, trusts, estates, charitable organizations, and other business entities. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis across a variety of investment instruments and offers discretionary portfolio management, financial planning, and pension plan consulting.

Melissa Donoso is a financial advisor at Savant Investment Advisers, Inc. with one year of industry experience. She holds a Series 66 designation and has prior work history at Baker Tilly LLP from 2009 to 2025. Donoso also provides assistant support within the firm, helping with client matters and office functions. Savant Investment Advisers offers comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, trusts, and business entities. The firm’s investment approach centers on asset allocation and risk tolerance, utilizing model and advisor-managed portfolios with continuous monitoring and periodic rebalancing.

Juan Troncoso Iriarte is a CFA® charterholder at JT Asset Allocation LLC with three years of industry experience. His prior work includes roles at Banco BICE, Quinto Inversiones, and over two decades at Dow Chemical. JT Asset Allocation LLC is a small registered investment adviser serving private individuals with discretionary portfolio management and personalized investment plans. The firm emphasizes portfolio construction, asset allocation, and active derivative strategies, combining model allocations with client-specific recommendations supported by various analytical methods.

Terrence Herr is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Herr Capital Management LLC in Chicago, IL. He has been with Herr Capital Management since 2000 and has also worked at American Portfolios Financial Services, Inc. since 2010. Outside of advisory services, he is involved in insurance sales as an independent agent and owns ProtectedIRA.com, which sells fixed insurance products. Herr Capital Management, LLC is a private wealth advisory firm serving individuals, families, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm provides financial planning, discretionary investment management, and retirement-plan consulting, employing a disciplined investment process with options including income-focused, equity-tilt, and faith-based strategies.

Ryan Biniak is a financial advisor at Midwest Financial Network, LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at EverGreen Capital Management and RK Advisors. In addition to his advisory role, he has been involved in insurance sales and service since 2010. Midwest Financial Network serves individual clients, including high-net-worth households, businesses, and retirement plan sponsors by providing financial planning, investment consultation, portfolio management, and related business and divorce planning services. The firm employs a Core + Satellite investment approach and offers educational seminars, outsourced portfolio management, and model-portfolio consulting.

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

Christopher Odonnell is a financial advisor at North South Capital, LLC in New Lenox, Illinois, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with North South Capital since 2008. In addition to his advisory role, Odonnell is a licensed agent for fixed life insurance sales. 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 around 120 client accounts. The firm employs a multi-method investment approach and offers discretionary portfolio management, financial planning, and insurance- and brokerage-related services, with a focus on tailored plans and fiduciary responsibilities.

Brian Bardachowski is a financial advisor at Pensinger Financial, Inc. with one year of industry experience. He holds Series 63 and Series 65 credentials. In addition to his advisory role, he owns and operates Wisdom Financial, Inc., a mortgage brokerage that provides residential mortgage services. Pensinger Financial provides investment advisory and financial planning services to individuals, high-net-worth individuals, and small businesses. The firm follows an investment approach based on efficient market theory and modern portfolio theory, emphasizing long-term investing primarily through mutual funds and ETFs.

Kevin Susmarski is a financial advisor at First Choice Financial Services LLC with one year of industry experience. He holds a Series 65 designation and has a background in law enforcement, serving as a sergeant and patrol division supervisor at the Village of Hinsdale Police Department since 2001. In addition to his advisory role, he is a licensed insurance agent operating as a sole proprietor. 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 in client communications and oversight, focusing on client goals and risk tolerance without directly managing assets.