Daniel Kaibel is a CFP® professional with 17 years of industry experience. He is the president and chief compliance officer of Purpose Financial Planning LLC, where he has worked since 2017. Prior to founding Purpose Financial Planning, he was with Vantage Financial Partners Limited for nine years and Elite Investment Team, LLC for eight years. Purpose Financial Planning LLC is an independent, single-advisor firm that provides comprehensive financial planning and portfolio management to individuals and businesses, including high-net-worth clients. The firm employs a blend of passive and active investment strategies, using ETFs, mutual funds, and individual equities, and offers clients updated financial plans annually as part of the advisory relationship.

John Couleur is the sole advisor at Couleur Investments in Wilmette, Illinois, holding a Series 65 designation with five years of industry experience. He has managed Couleur Investments since 2020 and previously operated under his own name from 2000 to 2022. Couleur Investments provides investment management and standalone financial planning services to individuals, families, trusts, estates, foundations, charitable organizations, and business entities. The firm employs a top-down investment approach focusing on high-quality growth and undervalued securities, incorporating fundamental, technical, cyclical, and event-driven analysis with a long-term holding strategy.

John Eiduk is a CFP® professional with 12 years of experience in financial advisory services. He currently serves as the sole advisor at Elite Asset Management, LLC and has been involved with the firm since 2015. He also operates Eiduk Tax and Wealth Management LLC and is a producer in life, health, and long-term care insurance sales. Elite Asset Management is an independent, state-registered adviser that provides portfolio management and financial planning services to individual clients without a minimum account size. The firm employs a combination of strategic and tactical model portfolios using fundamental and technical analysis alongside Modern Portfolio Theory, and it has an affiliated tax and accounting practice under common ownership.

James Malinowski is a CFP® professional with 30 years of industry experience. He is the principal of The JM Financial Planning Group, Ltd. in Mundelein, IL, where he has worked since 1991. His background includes roles at United Planners' Financial Services and ownership of his own advisory and insurance businesses. The JM Financial Planning Group, Ltd. provides portfolio management and comprehensive financial planning primarily for individuals and high-net-worth clients. The firm offers discretionary and non-discretionary asset management, written financial plans, and advice on employer-sponsored retirement accounts, using documented goals and risk-tolerance assessments to guide client strategies.

Richard Ford is a financial advisor at Lloyd Park, LLC in Wilmette, IL, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has been with Lloyd Park since 2014. Lloyd Park, LLC is an independent firm providing discretionary asset and portfolio management primarily to individuals, high-net-worth clients, and related trusts and estates, with $167.3 million in assets under management. The firm tailors investment programs to client objectives and risk tolerance, employing a range of investment vehicles and quantitative analysis, and also serves charitable organizations within its account policies.

Deidre Mcclurg is the sole advisor at Stoken Asset Management LLC, an independent firm based in Winnetka, IL. She holds Series 63 and Series 65 licenses and has 12 years of industry experience. Mcclurg has led Stoken Asset Management since its inception in 2013. Stoken Asset Management provides discretionary portfolio management and investment supervisory services primarily to individual and high-net-worth clients. The firm employs a combination of fundamental analysis, technical charting, and cyclical methods within a framework defined by written Investment Policy Statements.

Abigail Hoon is a financial advisor at Phase III Advisory Services, LTD with one year of industry experience. She holds a Series 66 designation and has work history including roles at Osaic Wealth, Inc. and Matrix Design LLC. Outside of advisory work, she is also active as an insurance agent. Phase III Advisory Services serves individuals, trusts, estates, charitable organizations, and business entities by providing asset management through its Vision2020 Wealth Management Platform, financial planning, and portfolio analysis services. The firm employs an active management approach guided by asset allocation tools and an in-house investment committee, combining model portfolios with direct-security and derivative strategies.

Thomas Ahlbeck is a financial advisor at Ahlbeck Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera Financial Specialists LLC and Cetera Investment Advisers LLC. Outside of his advisory role, he manages and owns commercial and residential real estate properties with family members and serves as the treasurer for Maine Township School. Ahlbeck Financial provides portfolio management primarily to individual and high-net-worth clients, tailoring investment strategies to clients' goals and risk tolerance. The firm employs fundamental analysis, modern portfolio theory, and technical analysis, offering discretionary management across various asset classes with regular account reviews.

Ryan Zentz is a financial advisor at PMG Wealth Management with two years of industry experience. He holds a Series 66 credential and has worked at both PMG Wealth Management and LPL Financial, LLC. Prior to his advisory career, he was employed at DoorDash and Lake Point, and he has a background that includes time at the University of Kentucky and involvement with the Mundelein Baseball and Softball Association. 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 in-house using a combination of fundamental, technical, and charting analysis, offering strategies such as the “Advance & Protect” approach and integrating both internal and external managers to address various client needs.

Bronwyn Mirretti is a CFP® professional with 25 years of industry experience, currently serving at Mirretti Perryman Wealth Strategies, LLC. She has worked with the firm and its predecessors since 2016 and is also an independent insurance agent. Bronwyn serves as a school board member, a role she has held since 2018. Mirretti Perryman Wealth Strategies, LLC provides discretionary portfolio management, financial planning, and retirement plan services to individuals, trusts, and retirement plans, including high-net-worth clients. The firm builds customized, risk-based, and tax-aware portfolios using modern portfolio theory and quantitative methods, supplementing in-house advice with third-party managers and operating as a wrap fee program sponsor.

Philip Tetley is a financial advisor at Tetley Investments, LLC in Park Ridge, Illinois, with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Tetley Investments since 2012. Tetley Investments is an independent asset management and financial planning firm serving individuals, pension plans, corporations, charitable organizations, and trusts. The firm employs a disciplined, long-term investment process combining quantitative and fundamental research within a global asset-allocation framework.

Michael Walther is a CFP® and Series 65 credentialed advisor with 17 years of industry experience. He has been with Oak Wealth Advisors LLC since 2008. Oak Wealth Advisors provides discretionary investment management and financial planning primarily for individuals, families, trusts, estates, and certain employer retirement plans, focusing on individual and high-net-worth clients. The firm emphasizes broadly diversified, low-cost, tax-efficient portfolios constructed mainly with no-load mutual funds and ETFs, guided by client-specific Investment Policies and a passive management approach.

Joseph Lopresti is a financial advisor at Arlington Wealth Management in Arlington Heights, IL, with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Arlington Capital Management, Inc. and World Equity Group, Inc. since 2000. Outside of his advisory role, he is involved with the Investor Education Institute and is a part-owner of Advanced Tax Reduction Group and Arlington Business Advisors. Arlington Wealth Management provides wealth management and discretionary investment management primarily to individual clients, including high-net-worth households. The firm employs a structured client process and combines proprietary quantitative models with qualitative research to implement various investment strategies, including proactive asset allocation and defined-outcome ETFs.

Ann Davis is a Series 65-licensed financial advisor at Capital Management Consultants with 14 years of industry experience. She has been with the firm since 2011. Capital Management Consultants provides discretionary and non-discretionary investment management to individuals, retirement and profit-sharing plans, trusts, estates, corporations, and other entities, managing approximately $76 million across about 61 client relationships. The firm employs a blended investment approach that includes fundamental and technical analysis, utilizing strategic, tactical, and dynamic allocation strategies across various asset classes, with an emphasis on client risk profiles and market conditions.

John Kosar is a Series 65 licensed advisor with Asbury Research LLC, where he has worked since 2023. He has prior experience at Symetra, Allvue Systems, Equitrust Life Insurance Company, and Northern Trust. Asbury Research LLC provides subscription-based investment research and model portfolios to individual investors and money managers, and serves as a sub-adviser and model provider to other advisers and broker-dealers. The firm focuses on growth equities, income securities, and high-yield bonds, utilizing fundamental, quantitative, and technical analysis in its research.

David Dickman is a financial advisor at Mindful Wealth LLC in Northbrook, IL, with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities Inc. since 2007. Since 2018, he has been with Mindful Wealth LLC, which operates as a supported firm. Mindful Wealth LLC provides comprehensive investment advisory and financial planning services to high- and ultra-high-net-worth individuals and families, business owners, ERISA plans, and private foundations. The firm employs a personalized, discretionary investment approach focused on traditional, tax-aware strategies and serves a concentrated clientele of HNW and institutional clients.

As Director of Physician Services at Prism Planning Partners, a fee-only RIA led by CFP® professionals, I lead a dedicated division serving physicians and healthcare professionals nationwide. My team and I specialize in helping medical professionals navigate every stage of their financial journey—from residency and fellowship through practice, career transitions, and retirement. I oversee a team that includes interns, paraplanners, and operations professionals, and collaborate closely with Prism’s Director of Financial Planning and Director of Operations to deliver high-impact, client-centered planning. Focus Areas: • Comprehensive financial planning tailored to physicians and healthcare professionals • Student loan strategies, including PSLF, refinancing, and REPAYE/SAVE optimization • Contract review and benefit analysis • Investment, tax, and estate planning strategies • Risk management (disability, life, long-term care) with no product sales • Burnout prevention and work/life balance strategies • Retirement and career transition planning • Speaking engagements and financial education for medical professionals Select Speaking Engagements: Regular speaker for medical residency and fellowship programs at: Northwestern, Loyola, University of Chicago, Rush, UIC, Cook County, Barnes-Jewish/Wash U, Medical College of Wisconsin, Advocate Aurora, University of Colorado, and more. Also presented for the Illinois Society of Pediatric Dentists, Illinois Pharmacists Association, and multiple private practices and hospital systems.

Jaana Virta Gupta is a financial advisor at Winslow Financial LLC with a Series 65 designation and five years of professional experience, including roles at Redfin Corporation and self-employment. Her background spans various positions from 2015 to the present, involving work at multiple firms prior to joining Winslow Financial. Winslow Financial LLC advises individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans, providing investment management and financial planning services. The firm employs a Modern Portfolio Theory approach, managing accounts on a non-discretionary basis with an emphasis on asset allocation and diversification.

Gary Hokin is the president of Hokin Investment Advisors Inc. in Northbrook, IL, holding Series 63 and Series 66 licenses with 30 years of industry experience. He has worked at First Sovereign Securities Corp since 1995 and founded Hokin Investment Advisors in 2006. Hokin Investment Advisors serves individuals, businesses, trusts, and retirement plans, providing portfolio construction, asset management, financial planning, and pension consulting. The firm emphasizes low-cost investment solutions and offers educational seminars and workshops on investment topics for plan participants and other groups.

Alexander Ross is a CFP® and holds a Series 66 license with 19 years of industry experience. He has been with Main Street Investment Advisors, LLC since 2017 and previously worked at Morgan Stanley Private Bank from 2015 to 2017. Ross is based in Northbrook, IL. Main Street Investment Advisors serves high-net-worth individuals and private foundations, providing discretionary portfolio management and asset allocation advice across multiple asset classes. The firm emphasizes a buy-and-hold investment approach focused on large-cap companies, incorporating both fundamental and technical analysis, and integrates option strategies with client approval.