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.

Phillip Guerrero is a CFP® professional with 28 years of industry experience. He is a financial advisor at PMG Wealth Management, where he has worked since 2017, and also maintains a longstanding affiliation with LPL Financial since 2007. Guerrero holds Series 63 and Series 66 licenses and serves as a trustee for the PMG Wealth Management 401(k) Plan. He is also a licensed Illinois notary public. PMG Wealth Management serves individuals, trusts, estates, and business owners with discretionary investment management, financial planning, and retirement-plan consulting. The firm manages customized portfolios using a combination of fundamental, technical, and charting analysis, and offers named strategies such as the “Advance & Protect” approach, blending in-house management with third-party referrals and fiduciary consulting.

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.

Thomas Hines is a CFA® charterholder with 18 years of industry experience. He is currently with Thompson Capital Management, LLC, where he has worked since 2021. His prior experience includes positions at Lowery Asset Consulting, LLC and Good Harbor Financial. Thompson Capital Management provides discretionary investment management, financial planning, and pension consulting primarily to individual and high-net-worth clients. The firm employs model-driven strategies across equities, options, fixed income, and tactical overlays, utilizing tools such as derivatives and VIX-linked risk management to pursue its investment objectives.

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 Leuze is a financial advisor at Significant Wealth Partners LLC with eight years of industry experience. He holds the Series 66 designation and has worked at Merrill Lynch and Camping World prior to joining his current firm. Significant Wealth Partners serves individual, high-net-worth, and corporate clients by providing discretionary portfolio management and financial planning. The firm employs a blend of fundamental, quantitative, technical, and modern portfolio theory analyses to construct customized investment strategies, including managed accounts and, when appropriate, referrals to third-party managers or alternative private investments.

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.

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.

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.

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.

Katherine Kennedy is a financial advisor at Baldwin Financial Advisors, LLC with one year of industry experience. She holds a Series 66 designation and has worked at both Baldwin Financial Advisors and Equitable Advisors, LLC. Prior to her financial advisory roles, she held positions in the restaurant industry and worked at Ohio University. Baldwin Financial Advisors serves individual clients, families, and small businesses by providing personalized financial planning, modular “a la carte” planning, and advisory consulting. The firm follows a consultative, modular planning process and does not provide discretionary portfolio management or maintain custody of client assets.

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.

Kevin Mccloskey is a CFA® charterholder and an investment advisor at SCV Capital LLC with six years of industry experience. He has worked at SCV Capital since 2021 and previously spent 13 years at PPM America Inc. SCV Capital LLC provides discretionary and non-discretionary investment management primarily to pooled investment vehicles and institutional clients such as banks, pension funds, and nonprofit organizations. The firm focuses on fundamental analysis for public equities and thorough reviews of private securities, emphasizing long-term strategies while allowing for shorter-term adjustments based on client needs.

Brett Leahy is a financial advisor at Echelons Capital, LLC with two years of industry experience. He previously worked at Phase Line Capital, LLC and Goldman Sachs & Co. LLC. Outside of finance, he is the founder and COO of American Heartland Corporation dba Wild Hickory, an e-commerce retail apparel business. Echelons Capital, LLC manages discretionary portfolios for a small client base that includes high net worth individuals, trusts, and charitable organizations. The firm employs model portfolios and third-party managers with a focus on systematic long/short equity strategies and offers a range of investment options including alternatives and structured products.

Brian Atkins is a financial advisor with Significant Wealth Partners LLC in Cary, IL, holding a Series 65 designation and 12 years of industry experience. He has worked with firms including Heritage Strategic Wealth, LLC, Wealth Builder Funds LLC, Kingsview Asset Management, and has been managing Atkins & Associates since 2007, where he serves as CEO and operates exempt hedge funds. Atkins is also a licensed insurance agent and offers related advisory services through his firm. Significant Wealth Partners serves individual, high-net-worth, and corporate clients by providing discretionary portfolio management and financial planning. The firm employs a multi-faceted investment process that incorporates fundamental, quantitative, technical, and modern portfolio theory analyses, offering diversified strategies including managed accounts, options, and selective use of leveraged ETFs.

Bahman Barzideh is a financial advisor at Barzideh & Nadeau Wealth Management LLC with 24 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at Apollon Wealth Management, Piershale Financial, and Triad Advisors Inc. Barzideh & Nadeau Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and business entities, providing portfolio management, financial planning, and consulting. The firm employs a multi-disciplinary investment process and offers access to a broad range of strategies, including alternative investments, margin, and options.

Scott Smith is a Series 65-licensed financial advisor with eight years of industry experience. He is affiliated with Stephen Smith Financial Inc. and has held roles at Significant Wealth Partners LLC, Capital Management Consultants, and other firms. In addition to advisory services, he is involved in insurance and fixed annuity sales. Stephen Smith Financial Inc. provides discretionary investment advisory and managed-account services to individual and high-net-worth clients, offering portfolio management across various asset classes and one-time financial planning with ongoing oversight. The firm employs a tailored investment approach that integrates asset allocation, technical analysis, and may utilize third-party sub-advisors, supported by proprietary AI and machine-learning tools.

Brian Owen is a financial advisor at BJO Wealth Management LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BJO Wealth Management since 2013. BJO Wealth Management serves high-net-worth individuals, trusts, estates, and corporations by providing discretionary and non-discretionary portfolio management and financial planning. The firm emphasizes diversification, risk analysis, and a blend of fundamental, cyclical, and technical analysis to tailor investment strategies to each client’s objectives.

Jake Owen is a financial advisor at BJO Wealth Management LLC in Arlington Heights, IL, holding a Series 65 designation with one year of industry experience. Prior to his advisory role, he worked at Walgreens for seven years and attended Penn State University for four years. BJO Wealth Management provides discretionary and non-discretionary portfolio management and financial planning services primarily to high-net-worth individuals, trusts, estates, and corporations. The firm manages approximately $26.5 million across 60 client relationships, focusing on tailored investment policies and diversified strategies including equities, mutual funds, ETFs, fixed income, and third-party managers.