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 two years of industry experience. She holds a Series 66 designation and has worked at multiple firms, including Osaic Wealth, Inc. and Matrix Design LLC. Outside of advising, she is also licensed as an insurance agent. Phase III Advisory Services serves individuals, trusts, estates, charitable organizations, and business entities by providing asset management, financial planning, and portfolio analysis. The firm employs a combination of model portfolios, direct securities, and derivative strategies, and utilizes multiple planning platforms to support its small advisory team.

Felicia Omalley is a financial advisor at Eastgate Capital Advisors LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Eastgate since 2016 and previously at Charles Schwab from 2010 to 2016. Eastgate Capital Advisors is a fee-only multi-family office serving individuals, affluent families, retirement accounts, trusts, and other legal entities. The firm manages approximately $271 million across 55 client relationships, offering comprehensive wealth management including investment, financial, trust, and tax planning with customized portfolios and family office services.

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.

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 with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Arlington Capital Management, Inc. since 2000. Outside of advisory work, he is involved with the Investor Education Institute in an operational role and is a part-owner of Advanced Tax Reduction Group, as well as engaged with Arlington Business Advisors, a business brokerage. Arlington Wealth Management provides wealth management and discretionary investment management primarily to individual clients, including high-net-worth households, while also servicing trusts, retirement plans, and other entities. The firm employs a proprietary management system combining quantitative models and qualitative research to create tailored portfolio strategies, with an affiliation to the Investor Education Institute supporting its educational resources and client outreach.

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.

Luke Van De Loo is a financial advisor at Sullivan Mermel, Inc. in Chicago, IL, holding a Series 65 designation with three years of industry experience. He previously worked at Orgel Wealth Management and held roles at St John's Catholic Newman Center and the University of Illinois. Sullivan Mermel, Inc. is a fee-only, holistic financial planning firm serving individuals and families, including high-net-worth clients. The firm uses a retainer-based fee model and focuses on customized investment strategies emphasizing low-cost mutual funds, U.S. government bonds, and cash equivalents.

David Dickman is the sole advisor at Mindful Wealth LLC in Northbrook, IL, holding Series 63 and Series 65 licenses with 29 years of industry experience. His prior work includes roles at J.P. Morgan Securities Inc. and Lehman Brothers Inc. before founding Mindful Wealth LLC in 2018. Mindful Wealth LLC provides comprehensive investment advisory and financial planning services to high- and ultra-high-net-worth individuals and families, business owners, certain ERISA plans, and private foundations. The firm delivers personalized, tax-aware investment strategies with discretionary portfolio management and coordinates planning alongside clients’ other professional advisers.

Steven Goodman is a financial advisor with The Nestegg Group, Inc. in Lincolnwood, IL, holding a Series 65 credential and 28 years of industry experience. He has been with The Nestegg Group since 1993, spanning 33 years at the firm. The Nestegg Group, Inc. provides discretionary, fee-only investment advisory services to individuals, retirement plans, trusts, estates, business entities, and charitable organizations. The firm manages approximately $331 million across about 187 client relationships, using a combination of mutual funds, exchange-traded funds, and access to alternative investments, with approaches guided by asset allocation, qualitative manager analysis, and varied trading strategies.

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.

Alexander Lippitt III is a CFA® charterholder with four years of industry experience. He is currently with Lakewood Financial Group, LLC and previously worked at Northeast Financial Group, Inc. and Transamerica/Aegon Asset Management. Lakewood Financial Group serves individual investors and families with at least $1 million in investable assets, offering discretionary wealth management that includes portfolio construction, tax-loss harvesting, and comprehensive financial planning. The firm employs a strategic core and tactical overlay investment approach, focusing on risk management through derivative hedging, structured outcomes, and customized implementation.

Philip Tetley is a financial advisor at Tetley Investments, LLC with 18 years of industry experience. He holds a Series 65 designation and has been with Tetley Investments since 2012. Prior to his current role, he worked at Prairie Central School CUSD #8 for 32 years. 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 approach combining quantitative and fundamental research within a global asset-allocation framework.

Joel Regier is a financial advisor at Bondurant Investment Advisory, LLC with six years of industry experience. He holds a Series 65 credential and previously worked at Fifth Third Bank and Millennium Investment and Retirement Advisors, among other firms. Regier also teaches adult financial education classes through Regier Private Wealth Management, LLC. Bondurant Investment Advisory provides discretionary investment management, financial planning, pension consulting, and private fund-related services to individuals, trusts, corporations, and retirement plans. The firm customizes portfolios based on client objectives and risk tolerance, using quantitative methods and may employ derivatives strategies for hedging and income generation.

William Vellon is a financial advisor with Kingsbury Capital Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Kingsbury Capital Investment Advisors LLC since 2008 and previously worked with Kingsbury Capital, Inc. and Cabot Lodge Securities LLC. Outside the investment industry, he is involved as President and Financial Advisor at Ten31 Farms, focusing on potential 1031/DST transactions, and also works as a health insurance sales representative for Medicare Advantage products through Insurance by the Sea/Tangram LLC. Kingsbury Capital Investment Advisors is an SEC-registered independent adviser serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm delivers discretionary and non-discretionary portfolio management, financial planning, and institutional retirement plan advisory services, using diversified portfolios supplemented by quantitative optimization and third-party due diligence.

Anthony Kratofil is a CFP® and Series 66-licensed advisor with 22 years of industry experience. He has been with Vital Wealth Management, LLC since 2018 and also teaches an introductory stock selection class at Moraine Valley Community College. Kratofil has previously worked at Charles Schwab and Morgan Stanley. Vital Wealth Management is an independent advisory firm serving individuals, high-net-worth clients, trusts, corporations, retirement plans, and government entities. The firm focuses on portfolio optimization and diversified allocations, combining discretionary portfolio management with financial planning and retirement plan advisory services.

Gary Patzik is a financial advisor at Mulberry Capital Management LLC with 10 years of industry experience and holds a Series 65 designation. His career includes roles at Budo Group LLC and Budo Securities LLC prior to joining Mulberry Capital Management. Mulberry Capital Management LLC provides discretionary asset management and sub-advisory services primarily to high-net-worth individuals and other investment advisory firms, managing about $70 million across roughly 37 client relationships. The firm employs a mix of fundamental, charting, and cyclical analysis combined with long-term and trading strategies, selectively using covered options in separately managed accounts.