Charles McKenna is a financial advisor at McKenna Capital, Inc. with eight years of industry experience. He holds Series 63 and Series 65 credentials and has operated as a sole proprietor since 2009. Outside of his advisory work, McKenna serves as a director at Wheaton Bank and Trust and Penske Motor Group, and he owns a business services company. McKenna Capital is a small advisory firm serving individual and high-net-worth clients, as well as select institutional accounts, offering portfolio management and standalone financial planning. The firm employs a combination of charting, fundamental and technical analysis, and uses a range of investment vehicles including mutual funds, ETFs, equities, and fixed income to construct portfolios tailored to documented client risk tolerances.

Robert Finley is a CFP® at Virtue Asset Management LLC in Barrington, IL, with 10 years of industry experience. He has been with Virtue Asset Management since 2016. Outside of his advisory role, he serves as a board member of the Barrington Chamber and as board treasurer for the Evergreen Cemetery Non Profit Association. Virtue Asset Management serves individual and high-net-worth clients through discretionary portfolio management and integrated financial planning. The firm employs a client-customized investment approach, utilizing quantitative analysis and a range of investment vehicles, including equities, fixed income, and option strategies, to address clients’ objectives and risk tolerance.

Edward Downey Jr. is the sole advisor at DFG Wealth Management, LLC in Bartlett, Illinois, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been associated with Downey Financial Group, Inc. since 2003 and has held roles at Advisors Excel and DFG Wealth Management since 2011. Outside of advisory work, he is involved in fixed insurance sales and tax preparation. DFG Wealth Management provides investment management and financial planning primarily to individual and high-net-worth clients, offering both discretionary portfolios and access to third-party money managers. The firm employs a blend of fundamental and technical analysis with active sector rotation and various investment strategies, managing approximately $65 million for about 143 clients in a single-advisor setting.

Mark Bova is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Lenity Financial, Inc. since 2015. He holds a Series 66 license and is a partner in Simply Better Choices, LLC, a health and wellbeing blog unrelated to his advisory work. Lenity Financial, Inc. is a fee-only, state-registered investment adviser that serves high-net-worth individuals, business owners, professionals, families, trusts, estates, and select institutional clients. The firm provides discretionary portfolio management, comprehensive flat-fee financial planning, and retirement plan consulting, with investment strategies tailored to each client’s objectives and risk profile.

Brock Von Holt is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. He has worked at Von Holt Financial Advisors, Inc. since 2018. Von Holt Financial Advisors is an independent, fee-only registered investment adviser that provides discretionary portfolio management and ongoing financial planning to individual and trust clients. The firm manages approximately $107 million, employs a Modern Portfolio Theory investment framework, and primarily uses no-load mutual funds and ETFs.

David Janello is a CFA® charterholder with two years of experience as a financial advisor at Black Elm Advisers, LLC. He has worked at CME Group since 2015 and has been president of Argon Technology Group, Inc., an investment technology firm, since 1986. Black Elm Advisers provides discretionary investment management to individual and high-net-worth clients, employing a mix of fundamental and quantitative analysis across a range of strategies including long and short positions, margin trading, and options, with ongoing portfolio monitoring and rebalancing.

Christopher Barberini is a financial advisor at Lakeshore Capital Group, Inc. with 14 years of industry experience. He holds a Series 66 designation and has previously worked at J.W. Cole Advisors, INC., Global Financial Private Capital LLC, and Horner Tax Advisory Group. Outside of advisory work, he provides tax preparation and consultation services as an independent contractor. Lakeshore Capital Group, Inc. offers financial planning and discretionary portfolio management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm combines fundamental and technical analysis to create tailored asset allocations across various investment types and incorporates both in-house and third-party model portfolios.

Adam Smolich is a financial advisor at Clement Street Capital LLC with 14 years of industry experience. He holds a Series 65 designation and has been with Clement Street Capital since 2012. Clement Street Capital provides discretionary asset management and comprehensive financial planning primarily to high-net-worth individuals, trusts, corporations, retirement plans, and other legal entities. The firm builds tailored investment policies using a mix of asset classes and employs ongoing monitoring and rebalancing, serving a select client base with substantial account size and net-worth thresholds.

William Herr is a CFP® with 28 years of industry experience. He is affiliated with Trader Wealth Management, LLC and has held roles at Rothschild Financial Partners, Infinite Alpha Advisors, LLC, and his own firm, William Herr and Associates, where he also prepares tax returns as a CPA. Herr serves as an advisor and general partner to private investment funds through Infinite Alpha Capital Management. Trader Wealth Management, LLC provides personalized financial planning and investment management primarily for individuals, including high-net-worth clients, as well as trusts, pensions, charitable organizations, and small businesses. The firm emphasizes strategic and tactical asset allocation with global diversification and uses quantitative risk assessment tools to tailor investment approaches.

David Johnson is a CFA® charterholder and holds a Series 65 license, with 17 years of experience in the financial industry. He has been the principal advisor at ZHP Capital LLC since 2008 and serves as an adjunct faculty member at the University of Phoenix, teaching economics and finance courses. ZHP Capital LLC serves individual investors, trustees, and small businesses with portfolio management, investment consulting, pension consulting, and a subscription-style financial coaching service. The firm combines investment advisory services with accounting, bookkeeping, and tax-preparation offerings, focusing on long-term, diversified asset allocation and serving both discretionary and non-discretionary accounts.

John Ferguson is a CFP® professional with five years of industry experience, currently serving as an advisor at Patrick M. Sweeney & Associates, Inc. He has worked at the firm since 2017 and was previously employed at Illinois Wesleyan from 2013 to 2017. Patrick M. Sweeney & Associates provides personalized investment management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs a combination of fundamental analysis and selective active strategies, tailoring client relationships through various advisory and planning engagements.

Paul Brandwein is a financial advisor at PCFO Capital with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including First Trust Advisors L.P. and Capital Integration Systems, LLC. PCFO Capital provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm’s investment approach combines fundamental analysis and modern portfolio theory with a long-term trading orientation, tailoring portfolios to clients’ goals, tax considerations, and risk tolerances.

Nathaniel Kuhn is a financial advisor at Kuhn Wealth Management Inc. with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Kuhn Wealth Management since 2013, with prior experience at Concorde Investment Services and DAI Securities. He also serves as president of Chicagoland 1031 Exchange, advising on 1031 exchanges. Kuhn Wealth Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a wrap-fee only model, using fundamental, technical, and quantitative analysis alongside modern portfolio theory, offering ETF-based strategies and access to third-party managers and platforms.

Charles Brown III is a financial advisor at CB3 Financial Group, Inc. in Glen Ellyn, Illinois, with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has been with CB3 Financial Group in various capacities since 2006. The firm provides investment management and wealth-planning services to individuals, families, business entities, and nonprofit organizations. CB3 offers discretionary portfolio management through several programs that utilize fundamental, technical, and quantitative analysis, including an aggressive strategy focused on global equities and emerging companies in generative artificial intelligence.

Alexander Arellano is a financial advisor at Lakeshore Capital Group, Inc. with 14 years of industry experience. He holds Series 63, 65, and 66 licenses and serves as Director of Tax and Financial Planning at Lakeshore Tax Consulting Group, Inc., where he manages tax preparation tasks. His work history includes roles at Commonwealth Financial Network and Clean Slate Bookkeeping and Tax. Lakeshore Capital Group, Inc. is an SEC-registered investment adviser that provides financial planning and discretionary portfolio management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers services including tax analysis, retirement and estate planning, insurance analysis, and education savings planning, utilizing both fundamental and technical analysis to tailor asset allocations to client objectives and risk tolerance.

Peter Claeys is a financial advisor with Arbor Financial Services, LLC in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Arbor Financial Services since 2012 and is also involved with Profitability Concepts & Consulting, LLC, a holding company for Arbor Financial Services. Arbor Financial Services provides discretionary portfolio management and limited financial planning to individuals, including high-net-worth clients, as well as trusts and estates. The firm uses firm-developed model portfolios and a combination of analytical methods to manage client assets, typically on a discretionary basis, and offers both bundled wrap-fee and unbundled advisory services.

Mary Kilberg is a financial advisor with Masus Financial Group, Ltd. in Batavia, IL, holding Series 63 and Series 66 designations and 15 years of industry experience. She has been with Masus Financial Group and affiliated with LPL Financial since 2005. In addition to her advisory role, she is a commissioned notary public. Masus Financial Group is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and businesses with discretionary investment management and comprehensive financial planning. The firm employs a long-term, portfolio-driven investment approach using diversified mutual funds, individual equities, independent managers, and REITs, and sponsors a wrap fee program that bundles transaction costs into its asset-based advisory fee.

Scott Neubauer is a Series 65-licensed financial advisor at Wisdom Investments with two years of industry experience. His background includes roles at Solace Hospice & Palliative Care and Watershed Ministries, reflecting a diverse career path. Neubauer is based in Hoffman Estates, IL. Wisdom Investments offers discretionary investment management and financial planning to individuals, nonprofits, and retirement plans. The firm employs a long-term, buy-and-hold strategy based on Modern Portfolio Theory and the Efficient Market Hypothesis, providing tiered planning services and client education through seminars and workshops.

Lisa Conrath Bova is a financial advisor at Lenity Financial, Inc. with 22 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has been with Lenity Financial since 2016. Outside of her advisory work, she is a senior independent consultant for BeautyCounter and a partner and blogger for Simply Better Choices, a health and wellbeing blog. Lenity Financial, Inc. is a fee-only, state-registered investment adviser serving high-net-worth individuals, business owners, professionals, families, trusts, estates, and select institutional clients. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement plan consulting with participant education, using strategic, diversified allocations tailored to clients’ objectives, risk tolerance, and tax situations.

Terrence Burke is a financial advisor at Trader Wealth Management, LLC with nine years of industry experience. He holds a Series 65 designation and has been with Trader Wealth Management since 2015. Outside of advising, he consults part-time for DBXPainting, a company owned by his brother, and prepares daily Corn volume and open interest reports for PJQ Options on the CME Floor. Trader Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, providing financial planning and investment management through various engagement models. The firm employs a blend of strategic and tactical asset allocation with global diversification and is notable for its affiliation with an accounting practice and private pooled funds, including a material interest in the Infinite Alpha Opportunistic Fund, LP.