Laurence Kuhl is the sole advisor at Kuhl Investments Inc. in Lake Bluff, IL, holding the PFS™ designation and Series 65 license with 27 years of industry experience. He has managed Kuhl Investments since 1997 and also owns Kuhl Financial Services, a separate business providing tax preparation and comprehensive personal financial planning. Kuhl Investments Inc. operates as an independent firm focused on serving individual clients.

Brian Levin is a financial advisor at Levin & Levy, LLP with 18 years of industry experience. He holds a Series 65 designation and has been with Levin & Levy since 2004. In addition to his advisory work, Levin is involved in Swift Prepaid Solutions, Inc., where he dedicates significant time. Levin & Levy is an independent firm based in Northbrook, IL, operating with a sole advisor model.

Patrick Scholz is the sole advisor at JH Kaufman LLC in Chicago, IL, holding Series 63 and Series 66 licenses with 29 years of industry experience. He has previously worked at Corhaven Technologies LLC and BCD Advisors. JH Kaufman LLC is an independent advisory firm providing investment management and educational seminars to a small client base of approximately 16 households. The firm combines ongoing portfolio management with financial-product sales and client education, operating at a boutique scale.

Mathew Vanderkloot is a Personal Financial Specialist (PFS™) and Certified Public Accountant (CPA) with 24 years of industry experience. He has been with VanderKloot & Company, P.C. since 1990, serving as the sole advisor at the firm. In addition to his advisory role, he allocates part of his time to non-advisory activities within the same company. VanderKloot & Company, P.C. is an independent advisory firm based in Bannockburn, IL, serving clients through personalized financial planning and investment services.

Glenn Farkas is a financial advisor at Avista Wealth Management with 23 years of industry experience. He holds a Series 66 designation and has worked at Innovation Partners, LLC and Avista Financial Network, Inc., where he serves as president and portfolio manager. Avista Wealth Management is an independent, single-advisor firm that provides investment advisory services primarily to individual clients, as well as pension, profit-sharing plans, and institutional portfolios. The firm customizes asset allocations and investment strategies to client goals and combines advisory services with brokerage and insurance solutions through its unique affiliations.

Henry Becker is a financial advisor with H.P. Becker & Co, holding 28 years of industry experience. He has been with H.P. Becker & Co since 1992. Becker is also a general partner at Philbeck Global Biomedical LP.

Bradley Joselit is a financial advisor at Joselit Asset Management with 15 years of industry experience. He holds the Series 66 designation and has worked at Cassandra Trading Group, LLC since 2010. Joselit Asset Management provides portfolio management and advisory services primarily to high-net-worth individuals. The firm manages approximately $67 million for 22 clients through a two-advisor team, focusing on individualized portfolio management and maintaining a limited client roster to support more frequent advisor contact.