Luke Sauter is a PFS™ credentialed financial advisor with two years of industry experience. He is the sole advisor at Vidarrow Investment Advisors and previously worked at Walgreens Boots Alliance for eight years. Vidarrow Investment Advisors is a fee-only independent firm serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm provides discretionary portfolio management, comprehensive financial planning, and retirement plan consulting, emphasizing employer retirement-plan services and integrating a variety of investment strategies within a modern portfolio theory framework.

Robert Mitchell is a CFA® charterholder with six years of industry experience. He has worked at BNY Mellon from 2013 to 2018 and has been with Dukes Lane Investments LLC since 2019. Mitchell holds a Series 63 license and operates out of Lincolnshire, IL. Dukes Lane Investments provides investment management and financial consulting services to individuals, trusts, and estates, including high-net-worth clients. The firm employs a tailored approach using quantitative optimization, technical analysis, and third-party research, with a primary focus on non-discretionary portfolio management and strategies such as hedging, covered calls, and managing concentrated stock positions.

Arthur Busby is the sole advisor at Stratford Investment Advisory Group, Inc., with 28 years of industry experience. He has been with the firm since 1990. Stratford Investment Advisory Group is a small, independent firm that provides customized portfolio management for individuals, high-net-worth clients, family trusts, and pension/profit-sharing accounts. The firm emphasizes a conservative, capital-preservation approach using fundamental, technical, and cyclical analysis, and focuses on maintaining personal contact to align asset allocation with clients’ cash-flow needs and risk tolerance.

Daniel Kaibel is a CFP® professional with 18 years of industry experience, currently serving as the sole advisor at Purpose Financial Planning LLC in Arlington Heights, IL. His prior experience includes roles at Elite Investment Team, LLC and Vantage Financial Partners Limited. Purpose Financial Planning serves individual and institutional clients, including high-net-worth individuals and businesses, offering portfolio management and comprehensive financial planning. The firm uses a mix of passive and active management strategies, employing ETFs, mutual funds, and individual equities, and utilizes fundamental, technical, and cyclical analysis to guide investment decisions.

John Eiduk is a CFP®-designated financial advisor with over 13 years of industry experience. He is the principal of Elite Asset Management, LLC, an independent advisory firm based in Palatine, IL, and has previously worked at Equitable Advisors and Stride Investments, LLC. In addition to advisory services, he also engages in insurance sales, focusing on life, health, and long-term care insurance. Elite Asset Management serves individual clients by providing portfolio management and financial planning without a minimum account size. The firm employs both strategic and tactical investment approaches using fundamental and technical analysis alongside Modern Portfolio Theory, and it operates an affiliated tax and accounting practice under common ownership.

Kyle Long is the principal of Long Planning, LLC, an independent advisory firm based in Geneva, IL. He holds a Series 66 designation and has eight years of experience in the financial industry. Kyle is also a certified public accountant and owns a public accounting firm, Kyle Long, CPA, through which he occasionally refers clients without receiving compensation. Long Planning, LLC provides investment management and financial planning services to individuals, pension and profit-sharing plans, as well as charitable and corporate clients. The firm uses a combination of fundamental and technical analysis alongside Modern Portfolio Theory, employing both passive and active strategies in portfolio construction, and offers institutional portfolio management and pension consulting in addition to individual wealth management.

Richard Vandersande is the sole advisor at Smart Stewardship Advisors in Lake in the Hills, IL, holding Series 63 and Series 65 credentials with 21 years of industry experience. He has operated his own practice since 2005 and has been involved with The Stewardship Alliance, LLC since 2001, which provides stewardship planning based on biblical principles. He also serves as Vice President of Benefit Alliance, Incorporated, a company offering group discounts and benefits. Smart Stewardship Advisors delivers financial planning, coaching, and wealth management services to individuals, trusts, estates, charitable organizations, and businesses, with a focus on donors and Christian ministries. The firm employs a diagnostic approach called the “BALTIC” gap analysis and works primarily in a non-discretionary advisory capacity, coordinating with third-party portfolio managers who manage ETF-based model portfolios.

Gerard Downey is a financial advisor at Linden Wealth Management LLC in Oak Park, IL, holding Series 63 and Series 65 credentials with 10 years of industry experience. He has worked at RBC Capital Markets since 2011, accumulating 15 years in the financial sector. Linden Wealth Management LLC is an independent, SEC-registered adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and small- to medium-sized businesses. The firm applies modern portfolio theory and quantitative analytics to construct diversified portfolios, emphasizes low-cost ETFs and mutual funds, and provides both discretionary and non-discretionary account management.

Jerry Keaton is the sole advisor at Keaton Capital Management L.L.C. in Barrington, IL, holding Series 63 and Series 65 licenses with 37 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Keaton Capital Management since 2014. Keaton Capital Management provides portfolio management and advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and pension plans. The firm constructs diversified portfolios based on fundamental, technical, and cyclical analysis, emphasizing risk management and time horizon alignment, with regular account monitoring and formal portfolio reviews.

Sam Bakou is a CFP® with 21 years of experience in the financial industry. He is the sole advisor at Sora Wealth, LLC, an independent firm he has led since 2021, having previously worked for 18 years at Vantage Financial Partners Limited. Sora Wealth, LLC provides personalized wealth management, financial planning, and discretionary portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental and technical analysis to build individualized investment plans and employs a broad set of instruments and strategies, including options and alternative funds, while delegating day-to-day trading and operations to a sub-adviser.

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.

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.

David Valenti is a CFP® professional at Virtue Asset Management LLC with six years of industry experience. Prior to joining Virtue in 2020, he worked for 30 years at Bank of America Private Bank. He is also a licensed attorney in the State of Illinois, currently non-practicing and uncompensated in that capacity. Virtue Asset Management serves individual and high-net-worth clients through discretionary portfolio management and integrated financial planning, focusing on customized investment strategies that incorporate risk tolerance, tax, and estate considerations. The firm manages just over $200 million in assets with a small advisory team and utilizes a variety of investment vehicles, including derivatives when suitable.

Ryan Zentz is a financial advisor with PMG Wealth Management who holds the Series 66 designation and has three years of industry experience. Prior to joining PMG Wealth Management, he held roles at LPL Financial and has experience outside finance including work with DoorDash. PMG Wealth Management serves individuals, trusts, estates, and business owners, offering discretionary investment management, financial planning, and retirement-plan consulting. The firm manages customized portfolios using fundamental, technical, and charting analysis, combining in-house management with outside managers to meet varied client needs.

Michael Cantlon is a financial advisor with Cantlon Financial Planning LLC in St. Charles, IL, holding a Series 63 designation and 13 years of industry experience. He has been with Cantlon Financial Planning since 2012 and has worked as a self-employed financial planner since 1983. Cantlon is licensed to sell life, accident, fire, and casualty insurance. Cantlon Financial Planning LLC provides personalized financial planning and discretionary asset management to individuals, trusts, estates, and charitable organizations. The firm uses client-specific investment programs with fundamental analysis and offers strategies including option writing and derivatives, managing approximately $125 million as of the end of 2025.

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.

Jose Cuevas III is a CFP® professional with 18 years of experience in financial advising. He has been with Wisdom Investments since 2016 and also worked at High Five Financial, LLC from 2016 to 2018. Wisdom Investments provides discretionary investment management and financial planning services to individuals, nonprofit organizations, and retirement plans. The firm employs a long-term, buy-and-hold approach guided by Modern Portfolio Theory and the Efficient Market Hypothesis, offering a range of tiered planning services and incorporating educational seminars and AI-enabled tools as part of its client support.