Michael Distasio is a financial advisor at Valor Advisers in Chicago, IL, holding a Series 65 credential with four years of industry experience. His prior work includes roles at Mad Wealth, LLC and AHP Capital Management, LLC. Outside of advising, he manages personal real estate investments. Valor Advisers provides investment advice and financial planning to individual investors and employer plan sponsors, offering portfolio management, standalone planning, and retirement plan consulting. The firm employs a blend of fundamental, technical, and cyclical analysis and utilizes a range of strategies including stock and option trading.

William Keffer is a CFP® and ChFC® with 20 years of experience in financial planning, operating Keffer Financial Planning since 2007. His background includes extensive work in life, annuity, and insurance businesses. Keffer Financial Planning serves individuals, trusts, estates, charitable organizations, small businesses, and professionals, offering financial planning and investment consultation. The firm emphasizes a long-term, buy-and-hold investment approach using asset-allocation models and provides services on an hourly or project basis without custodial management of client assets.

Scott Scherrer is a financial advisor at Scherrer Financial Services with 21 years of industry experience. He holds a Series 65 designation and has operated his independent practice since 2004. Scherrer Financial Services provides investment management and financial planning primarily for individual clients. The firm employs a bottom-up, buy-and-hold investment approach tailored to client-specific objectives, incorporating portfolio construction with stocks, bonds, annuities, and CDs, alongside retirement, tax, and estate planning advice.

John Cox is the sole advisor at Cox Financial Group, Ltd. in Schaumburg, IL, holding a Series 63 designation with 37 years of industry experience. His career includes long-term involvement with Equity Property Management, LLC, Cox, Oakes & Associates, Ltd., and Financial Equity Associates, Inc. Outside of advisory work, he is involved in affiliated legal and real estate-related entities that sponsor and manage real estate limited partnerships, acting as a general partner in some offerings and providing related property-management and brokerage services. Cox Financial Group provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, and limited partnerships. The firm focuses on discretionary portfolio management across various asset classes, estate and retirement planning, and tax-related services, tailoring recommendations based on a comprehensive review of each client’s financial situation.

David Fortosis is a CFP® with 13 years of industry experience, currently serving as the sole advisor at Heritage Wealth since 2021. His prior experience includes roles at LPL Financial LLC and Northwestern Mutual in various capacities related to wealth management and insurance. He is also a licensed insurance agent involved in insurance sales. Heritage Wealth is an independent registered investment adviser managing approximately $37 million for individual and high-net-worth clients. The firm offers subscription financial planning, discretionary portfolio management using model portfolios with customization, and financial consulting services, incorporating strategic and tactical asset allocation alongside modern portfolio theory.

John Maguire is the sole advisor at Maguire Asset Management, LLC, an independent firm based in Oak Brook, IL. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Maguire has been with Maguire Asset Management since 2004, overseeing both portfolio management and pension consulting services. Maguire Asset Management provides portfolio management for individual clients and pension consulting for plan sponsors, including 401(k), profit-sharing, trusts, estates, and charitable organizations. The firm combines fundamental, technical, quantitative, and qualitative analysis with asset allocation, trading strategies, and specialized pension consulting services such as Investment Policy Statement preparation and participant educational workshops.

Michael Trekas is a financial advisor with The Meridian Business Group, Ltd, where he has worked for 24 years. He holds Series 63 and Series 65 licenses and operates as an independent insurance agent in addition to his advisory role. The Meridian Business Group provides services to individuals, trusts, pension and profit-sharing plans, and business entities, offering discretionary portfolio management and non-discretionary financial planning. The firm emphasizes customized advice based on each client’s financial situation and employs a disciplined investment approach focusing on strategic asset allocation and periodic rebalancing.

Mark Hines is a financial advisor with Herrick Lake Investments LLC in Naperville, IL, holding Series 63 and Series 65 licenses and having nine years of industry experience. Prior to founding Herrick Lake in 2021, he worked five years at Left Brain Wealth Management and has been involved with Blue Harbinger Research, an independent investment research company he founded, since 2015. He also serves as volunteer treasurer for the Society of Saint Vincent de Paul Saints Peter and Paul Conference, a nonprofit organization in Naperville. Herrick Lake Investments provides portfolio management and financial planning services to individual and high-net-worth clients, employing a range of analytical methods and investment strategies including long-term trading, margin, and options. The firm emphasizes documented client objectives and risk tolerance and utilizes less common investment vehicles such as private placements and venture capital.

Brandon Schabell is the sole advisor at Schabell Financial, LLC, holding a Series 65 credential with one year of industry experience. He has prior experience in various business ventures, including ownership of a tax preparation service and a software/data-consulting practice. Schabell is also employed full-time outside of his advisory firm. Schabell Financial, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and legal entities, with a long-term, goals-based investment approach using diversified, low-cost funds and tailored asset allocation. The firm incorporates fundamental analysis, portfolio risk models, and tax-aware techniques, offering planning services as separate engagements and sometimes serves as a sub-advisor to other RIAs.

Daniel Henry is a financial advisor at Endeavor Capital Management, LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Securities from 2007 to 2019 before joining IHT Wealth Management LLC in 2020. Outside of investment management, he is involved in training and onboarding new hires at Vedder Price, PC. Endeavor Capital Management provides discretionary investment management and sub-advisory services to high-net-worth individuals, legal entities, corporations, and other registered investment advisers. The firm employs a combination of fundamental valuation, technical analysis, and dividend-growth assessments to manage concentrated, long-term equity portfolios alongside passive asset allocation strategies.

Jerry Sjostrom is the principal of Sjostrom Financial Planning Inc. in Oak Park, IL, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Sjostrom Financial Planning since 2002 and also has a long tenure at THE O.N. Equity Sales Company beginning in 1995. Sjostrom Financial Planning Inc. offers comprehensive financial planning and investment advisory services to individual clients, pension and profit-sharing plans, corporations, charities, estates, and trusts. The firm follows a client-specific planning process emphasizing diversified asset allocation and incorporates pension consulting alongside individual wealth management.

Christine Everett Frantonius is the principal of Everett Wealth Solutions, Inc., an independent advisory firm. She holds Series 63 and Series 65 licenses and has 25 years of experience in the financial industry. Prior to her current role, she has been affiliated with Abraham & Co., Inc. since 2020 and has managed Everett & Associates, Inc., an insurance brokerage, since 1998. She serves as president and independent insurance agent of Everett & Associates, offering life, disability, long-term care insurance, and fixed annuities. Everett Wealth Solutions provides retirement, financial, estate, and college planning along with discretionary portfolio management for a diverse client base including retirees, professionals, families, and small businesses. The firm follows a documented four-step review process to develop individualized financial plans and model portfolios, managing client accounts primarily through securities available on the client’s custodian platform.

Jeffrey Roberts is a CFA® charterholder and holds a Series 66 license with 25 years of industry experience. He has worked at North Forty Investment Advisors LLC since 2019 and previously spent 13 years at J.P. Morgan Chase Bank, NA. North Forty Investment Advisors LLC serves individual and high-net-worth clients, including IRAs, trusts, foundations, and estates. The firm offers wealth advisory, discretionary and non-discretionary portfolio management, and project-based financial consulting, emphasizing asset allocation and third-party manager selection through tiered service levels.

Robert Mesch is a CFP® with 38 years of industry experience. He is the principal of Intuitive Wealth Management, LLC, an independent advisory firm he has led since 2018, following 17 years at Linsco/Private Ledger Corp operating under the same dba. He is also a licensed insurance agent. Intuitive Wealth Management serves individual clients by providing tailored investment advisory and asset management services, including discretionary and non-discretionary managed accounts. The firm customizes portfolios based on clients’ goals and risk tolerances, employing various strategies and conducting quarterly account reviews directly by the principal.

John Stanton is the sole advisor at Stanton Group Wealth Partners, Inc. in Naperville, IL, holding Series 63 and Series 66 licenses with 21 years of industry experience. He previously spent 11 years at Seacrest Wealth Management, LLC. Stanton is also a licensed insurance agent specializing in life, long-term care, and fixed annuities. Stanton Group Wealth Partners, Inc. is a newly formed investment adviser providing wealth management, financial planning, and retirement-plan advice to high-net-worth individuals, trusts, estates, and businesses. The firm uses a combination of fundamental and technical analysis to construct tailored strategy portfolios and offers a range of planning services including pension consulting and 401(k) reviews.

Robert Skinner is the principal of Skinner Advisory, LTD., an independent registered investment adviser based in Wheaton, IL. He holds a Series 65 designation and has 28 years of industry experience. He has operated Skinner Advisory since 1993. Outside of advisory work, he is president and co-owner of Lindstrom Antique Mall, a retail and residential rental business in Minnesota. Skinner Advisory primarily serves individual clients by managing taxable accounts, retirement accounts, and trusts, with occasional advisory services for corporate pension and profit-sharing plans. The firm focuses on no-load mutual funds and ETFs, conducting regular portfolio reviews and providing clients with quarterly reports and an annual review conference.

Glenn Cackovic is the sole advisor at GlobalMacro Capital Management, LLC in Wheaton, IL, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has been leading GlobalMacro Capital Management since 2012 and is also involved with GlobalMacro Partners, LLC, Globalmacro Consulting, LLC, and Globalmacro, LLC, all of which he has been affiliated with for over a decade. GlobalMacro Capital Management provides investment management and retirement planning services to individuals, institutions, and businesses, employing a global, multi-asset class investment approach that integrates macroeconomic, fundamental, and quantitative analysis. The firm offers a range of strategies including risk-based core allocations and alternative-focused options, and serves qualified retirement plans with fiduciary advisory services, distinguishing itself among independent advisors through its institutional portfolio management and integrated consulting capabilities.

Nino Lekarczyk is a financial advisor at WealthRidge Investments LLC with six years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Outside of his advisory work, he owns and operates a real estate rental business. WealthRidge Investments LLC is an independent investment adviser offering discretionary asset management, financial planning, and consulting services to individuals, high-net-worth individuals, and business entities. The firm employs fundamental and cyclical analysis along with Modern Portfolio Theory and may use long- and short-term holdings and options strategies.

Chwei Guang Chiou is a financial advisor at Momentum FinTech LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Momentum FinTech since 2018, following two years at Ausdal Financial Partners, INC. Outside of his advisory role, Chiou serves in several leadership positions within Taiwanese-American cultural and nonprofit organizations, including Treasurer of the Taiwanese American Chamber of Commerce of Greater Chicago and board member of the Friends of Taiwan Foundation. Momentum FinTech LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a blend of charting, fundamental, and technical analysis across a range of strategies, including long-term holdings and active trading techniques such as short sales and options, managing approximately $7.35 million across 33 client relationships.

Scott Wentsel is a CERTIFIED FINANCIAL PLANNER™ with nine years of industry experience and the principal advisor at Wentsel Wealth Management, LLC. He has managed his independent advisory firm since 2016 and has been a professor at DePaul University since 2011. Outside of his advisory work, he serves as a trustee for an investment-related advisory firm. Wentsel Wealth Management provides investment management and financial planning to individuals, high-net-worth households, pension and profit-sharing plans, and charitable organizations. The firm uses a low-cost, globally diversified investment approach centered on asset allocation, combining index-oriented ETFs and mutual funds with selective active management and individual securities, and offers institutional services uncommon for a firm of its size.