Rutvik Joglekar is the founder of DIYFi Advisors LLC and holds a Series 65 credential. He has prior experience at Econ One, where he serves as a consultant providing economic analysis and litigation support, and has worked in various roles including at Capital One and Bates White Economic Consulting. Outside of his advisory work, he manages expert reports in healthcare-related litigation as part of his consulting practice. DIYFi Advisors LLC serves individual clients, particularly recent graduates and young professionals, by providing financial planning and portfolio transition guidance through fixed-fee and hourly engagements. The firm focuses on passive, low-cost, globally diversified investment strategies and delivers advice as point-in-time planning rather than ongoing portfolio management.

Michael Stanton is a CFP® professional with 10 years of experience in financial planning. He is the sole advisor at Stanton Financial Planning, LLC, an independent firm he has led since 2015. Stanton Financial Planning, LLC offers fee-only holistic financial and tax planning services to individuals and families, focusing on comprehensive planning engagements, project retainers, and hourly consultations rather than ongoing portfolio management. The firm emphasizes disciplined asset allocation, global diversification, and tailored recommendations, operating without discretionary trading authority or custody of client assets.

Jeremy Johnson is a CFP® professional with 15 years of industry experience. He has worked at Veracity Wealth Management LLC since 2017 and previously spent six years at Capstone Financial Advisors, Inc. Veracity Wealth Management LLC is an independent advisory firm serving individuals, high-net-worth clients, trusts, and businesses. The firm provides discretionary portfolio management and comprehensive financial planning, customizing portfolios based on client objectives, time horizons, and risk tolerance.

Stephanie Van Vlerah is a CFP® professional with 11 years of industry experience, currently serving as the sole advisor at Financial Illumination Advisors, LLC since 2021. Prior to this, she worked at Oxford Financial Group, Ltd for eight years and briefly pursued entrepreneurial activities. She serves on the boards of the Rosecrance Chicago Foundation and Rosecrance Health Network, and is the Spousal Forum Chair for YPO Chicagoland. Financial Illumination Advisors provides financial planning and outsourced CFO services to high-net-worth individuals, family entities, and private foundations. The firm focuses on personalized written plans and coordination with outside specialists, offering family office–style services without providing asset management or discretionary trading.

Evan Kakis is the principal of Kakis Financial Services Inc. in Des Plaines, IL, holding a Series 65 designation with 17 years of experience in financial advising. He has operated Evan S. Kakis Ltd since 1999, a CPA and accounting firm where he serves as president. Additionally, he is president of Payroll Solutions and Services Inc., a payroll processing company. Kakis Financial Services is an independent registered investment adviser managing discretionary portfolios primarily for individuals, families, not-for-profit organizations, and closely held businesses. The firm emphasizes risk management through customized asset allocation and ongoing portfolio adjustments, utilizing a variety of mutual funds, ETFs, and government securities.

Bekim Redzic is a financial advisor at Keystone Asset Management LLC with 14 years of industry experience. He holds a Series 65 designation and also serves as an office manager at Beta Electric, Inc., a family-owned electrical construction business. Keystone Asset Management LLC manages private investment funds for accredited and qualified investors, employing multi-strategy proprietary approaches that include fundamental research, quantitative analysis, and various instruments such as swaps, options, and credit derivatives. The firm utilizes affiliated broker-dealers for trade execution and frequently invests in sub-funds it manages.

Brian Thompson is a CFP® professional with 10 years of industry experience. He leads Brian Thompson Financial in Chicago, IL, and also prepares taxes and provides tax representation through Brian Thompson Tax LLC. Brian Thompson Financial offers financial planning and portfolio management to individuals, high-net-worth clients, and businesses. The firm employs a primarily passive investment approach with diversified, low-cost index funds and ETFs, and coordinates with outside managers when appropriate. Its services include a Comprehensive Care personal planning program and a business-focused model integrating planning, advisory, and fractional CFO support.

Christian Wray is a financial advisor at Hazelwood Investment Advisors LLC in Chicago, IL. He holds a Series 65 designation and has prior experience at HWCP, Hines, CA Ventures, and Grant Thornton LLP. Hazelwood Investment Advisors LLC is a small, independent firm that provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, families, and related retirement and trust accounts. The firm focuses on a long-term, growth-oriented equity strategy emphasizing large-cap and technology companies, combining fundamental, technical, and macroeconomic research.

Eric Edwards is a financial advisor with Edwards Premier Financial in Bellwood, IL, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He previously worked at Berthel Fisher & Company Financial Services from 2013 to 2018. Outside of advisory work, he is licensed to sell fixed insurance and annuity products. Edwards Premier Financial provides portfolio management and financial planning primarily for individual investors, with occasional service to small businesses and non-profits. The firm employs a range of investment strategies from passive fixed-income to active trading and combines fundamental and technical analysis tailored to client objectives.

Siravich Krasaeath is a financial advisor at Diversey Capital, LLC in Chicago, IL, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has been employed at Cushman & Wakefield since 2006, overlapping with his advisory career. He also maintains an active state managing broker real estate license, an unusual credential given the size of his firm. Diversey Capital provides discretionary portfolio management and financial planning services primarily to mid- to high-net-worth individuals and related entities. The firm’s investment approach focuses on matching client time horizons with diversified asset allocations and offers a proprietary absolute-return multi-strategy program under a performance-based fee arrangement.

Matthew Furlong is the principal advisor at Furlong Investment Solutions, LLC in Chicago, IL. He holds the CFP® and CFA® designations and has 10 years of industry experience. Since 2016, he has led his independent firm, providing financial planning and investment management services. Furlong Investment Solutions, LLC is a fee-only registered investment adviser serving individuals, family trusts, estates, qualified retirement plans, and corporate clients. The firm employs a core-and-satellite strategic asset allocation approach with an emphasis on low-cost passive investments supplemented by tactical active positions, alongside integrated financial planning and retirement plan consulting under a fiduciary model.

Jonathan Seed is the sole advisor at Seed Wealth Management, Inc. in Evanston, IL, holding Series 63 and Series 66 licenses with 12 years of industry experience. He has been with Seed Wealth Management since its founding in 2014. Outside of advising, Seed is a passive investor in multiple ventures including an online retailer, a social media start-up, and a data center retail business. Seed Wealth Management primarily serves high-net-worth individuals, trusts, estates, and other investment advisers, providing discretionary, fee-based portfolio management and sub-advisory services. The firm employs a tailored investment process that incorporates individual securities, ETFs, fixed income, alternative products, and quantitative analysis, and utilizes AI tools with human oversight for data analysis and compliance.

Thomas Carpenter is a financial advisor at Cantebury Capital, Inc. in Western Springs, IL, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cantebury Capital since 2002. Cantebury Capital provides financial planning, investment advisory, and portfolio management services for individuals, families, trusts, and pension plans. The firm uses a long-term, diversified buy-and-hold approach guided by an Investment Policy Statement and operates primarily on a non-discretionary basis, including institutional and pension clients in its mix and offering pension consulting services.

Stanley Pillman is a financial advisor with Addison Asset Management, LLC in Chicago, IL. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including roles at Addison Asset Management since 2010 and UBS Financial Services since 2004. Addison Asset Management is a single-advisor independent registered investment adviser that provides customized wealth management and portfolio management primarily for individual clients, including high-net-worth investors. The firm uses a tailored asset allocation process supported by NaviPlan Ibbotson software and manages portfolios on a non-discretionary basis, requiring client approval for trades.

Chenguttuvan Surendran is a financial advisor with Quest Wealth Management Incorporated in Westchester, Illinois. He holds Series 63 and Series 65 licenses and has 16 years of industry experience, including 12 years as a self-employed advisor at Quest Wealth Management. In addition to his advisory role, Surendran spends a significant portion of his time as an insurance agent involved in sales and services. Quest Wealth Management Incorporated provides discretionary and non-discretionary portfolio management services for a range of clients including individuals, pension plans, trusts, and business entities. The firm’s investment approach integrates fundamental, technical, and cyclical analysis, emphasizing long-term trading strategies, primarily no-load mutual funds, and options writing.

Benjamin Holland is a CFP® with 17 years of industry experience, currently serving as the sole advisor at FPG Wealth. He previously worked at Oppenheimer & Co. Inc. for 15 years before joining FPG Investments, LLC dba First Principles Group. Outside of his advisory role, Holland is involved as a co-trustee and co-executor for a long-standing family trust and estate, and he is an equity investor in a film production company supporting the Chicago film industry. FPG Wealth provides discretionary asset management and comprehensive portfolio management services, combining investment management with financial planning. The firm tailors strategies to individual client objectives, utilizing a mix of fundamental, quantitative, and technical analysis, and oversees third-party managers and alternative investments.

Patricia Blagojevich is a financial advisor with Investment Navigation LLC in Chicago, IL, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Janian Investment Advisers, The Maytag Group LLC, and she is involved in producing podcasts and documentary films through Blue Suede Shoes Productions, LLC. Investment Navigation LLC provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individuals, 529 accounts, other advisers, and employer-sponsored plans. The firm uses third-party model marketplaces and applies fundamental analysis along with Modern Portfolio Theory to construct portfolios tailored to client goals and risk tolerances.

Gary Tagtmeier is the sole advisor at Financial Awareness Institute, where he has worked since 1985. He holds a Series 65 designation and has 28 years of industry experience. Based in Woodridge, IL, Tagtmeier focuses on delivering financial education and counseling services. Financial Awareness Institute primarily serves employers and their employees through workplace financial wellness programs, while also offering individual counseling and portfolio management. The firm emphasizes behavioral finance and personalized money-management strategies, providing non-discretionary advisory services with detailed employer usage reporting and educational content.

Therese Martin is a CFP® with 24 years of experience in financial advising. She is the sole advisor at Martin Financial Management, an independent firm she founded in 2002. Martin Financial Management offers personalized financial planning and investment management to individuals, trusts, and estates. The firm employs a strategic asset allocation with a core-and-satellite approach, focusing primarily on non-discretionary portfolio management and providing services through various fee arrangements.

George Blaskett is a financial advisor at Seam Financial with a Series 65 designation and one year of industry experience. His prior work history includes roles at PricewaterhouseCoopers and Crunch. Seam Financial LLC is a fee-only registered investment adviser providing discretionary investment management and comprehensive financial planning to individuals and high-net-worth clients. The firm employs a blend of fundamental, technical, cyclical, and charting analysis within a framework based on Modern Portfolio Theory, utilizing both passive and active management strategies.