Kevin Kleinman is a financial advisor at Blue Haven Capital, LLC with eight years of industry experience. He holds a Series 65 credential and has worked at Blue Haven Capital since 2018. Prior to that, he was involved with Shoot90 and WatchHimTrade.com for several years. Blue Haven Capital is a fee-only investment adviser serving individuals, high net worth clients, trusts, estates, family foundations, and charitable organizations. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory, using low-cost mutual funds and ETFs alongside options strategies and select private credit and equity investments tailored to client suitability.

Prakhar Bansal is a CFA® charterholder with one year of industry experience, currently serving as a financial advisor at V2 Financial Group, LLC. Prior to joining V2 Financial Group, he spent eleven years at The University of Chicago and took a year for extended travel. V2 Financial Group provides discretionary asset management and financial planning to individuals and small businesses, managing approximately $350 million in client assets. The firm’s investment approach combines modern portfolio theory with macroeconomic and behavioral analysis, using strategic allocations along with tactical adjustments informed by fundamental and technical research.

Ethan Czerwinski is a financial advisor at Ascension Financial with a Series 65 designation and six years of experience through his own consulting business. He has been with Ascension Financial since 2023. Outside of his advisory role, he operates Czerwinski Consulting LLC, a non-investment-related business. Ascension Financial is a small, fee-only advisory firm serving individual and high-net-worth clients, as well as trusts, estates, and qualified retirement plans. The firm actively manages portfolios using a combination of fundamental, quantitative, and technical analysis, employing strategies such as derivatives and margin for hedging and income generation.

Irfan Galaria is a financial advisor at Galaria Capital Management, LLC with nine years of industry experience. He holds Series 65 and Series 66 licenses. Outside of his advisory role, he is also the physician and president of Galaria Plastic Surgery & Dermatology, a medical-surgical practice he has operated since 2009. Galaria Capital Management serves individuals, families, trusts, small businesses, and employer retirement plans, providing discretionary portfolio management and investment planning. The firm customizes strategies based on client age, risk tolerance, and time horizon, emphasizing asset allocation and diversification while accommodating faith-based or socially conscious preferences when practicable.

Donald Cummings Jr. is a financial advisor with Blue Haven Capital, LLC in Geneva, IL. He holds Series 63 and Series 65 licenses and has 19 years of industry experience, including 20 years at Blue Haven Capital. Blue Haven Capital is a fee-only investment adviser serving individuals, high net worth clients, trusts, estates, family foundations, and charitable organizations. The firm provides tailored portfolio management, emphasizing diversified asset allocation based on Modern Portfolio Theory and a strategic buy-hold-rebalance approach using low-cost mutual funds, ETFs, and select options and private investments.

Maxwell Martin is a Series 65 licensed financial advisor at KDM Wealth Management Inc. in Geneva, IL, with three years of industry experience. He previously worked at KDM Investment Management, Inc. for four years and was a full-time student for ten years prior to that. KDM Wealth Management is a fee-based SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm manages approximately $112 million across about 149 client relationships, focusing on low-cost, diversified portfolios that emphasize index and passive investments combined with fundamental analysis.

Paul Craig is a financial advisor with Tower Wealth Advisors, Inc. in Wheaton, IL, holding Series 63 and Series 65 licenses and over 25 years of industry experience. He has worked at several firms, including Ausdal Financial Partners and Formula Folios Distributors, and has been associated with Tower Financial Management since 2000. Outside of his advisory role, he is a teacher in the Glenbard Township High School District and serves as the head golf coach at Wheaton College. Tower Wealth Advisors provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $47 million across about 218 accounts. The firm focuses on exchange-traded equities and offers both discretionary and non-discretionary portfolio management alongside 401(k) plan assistance.

Christian Cruz is a financial advisor at Cruz Investments & Wealth Management with four years of industry experience. He holds a Series 65 designation and previously worked at Advisors Excel from 2016 to 2019. In addition to his advisory role, Cruz is licensed as an insurance agent, focusing on life and health insurance sales and policy reviews for clients. Cruz Investments & Wealth Management primarily serves pooled investment vehicles and institutional clients, offering financial planning, qualified plan management, and third-party investment adviser selection and monitoring. The firm emphasizes asset allocation using external research and analytical tools, tailoring recommendations to clients' objectives, risk tolerance, and time horizon.

Christopher Casey is a CFA® charterholder with 10 years of industry experience. He has been with Windrock Wealth Management since 2013 and currently serves as an advisor at the firm in Naperville, IL. Windrock Wealth Management serves high-net-worth individuals, family offices, and retirement-plan sponsors, providing discretionary portfolio management, family office solutions, and fiduciary retirement-plan consulting. The firm uses a macroeconomic, multi-year asset-allocation approach across traditional and alternative investments and is notable for sponsoring private funds and offering those opportunities to clients alongside standard advisory services.

David Jordan is a financial advisor at QVG, LLC with one year of industry experience. He holds a Series 65 designation and has operated a YouTube channel since 2023. QVG, LLC provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, corporations, and trusts. The firm employs a model-driven, quantitative investment approach primarily focused on Russell 3000 securities, incorporating derivatives and complex fixed-income instruments across various strategies.

David Schlesselman is a financial advisor at KDM Wealth Management Inc. in Geneva, IL, holding a Series 65 designation with eight years of industry experience. He is part of a three-advisor team at KDM Wealth Management. KDM Wealth Management serves individuals, trusts, estates, charitable organizations, and retirement plans with customized wealth management and discretionary portfolio management. The firm emphasizes low-cost, diversified portfolios using index and passive investments combined with fundamental analysis and strategic allocations.

Jeffrey Martin is a financial advisor at KDM Wealth Management Inc. in Geneva, IL, holding a Series 65 designation with 20 years of industry experience. He has worked with Hieser Webb Capital Management since 2008 and Webb Financial Advisors since 2005. KDM Wealth Management serves individuals, trusts, estates, charitable organizations, and retirement plans, offering customized wealth management and discretionary portfolio management. The firm emphasizes low-cost, diversified portfolios using index and passive investments combined with fundamental analysis, and provides additional services such as retirement-plan advisory, proxy-voting, and outsourced tax-preparation and estate-planning support.

Jessica Stanley is a financial advisor at Rezny Wealth Management, Inc. in Aurora, IL, holding a Series 65 designation with 13 years of industry experience. She has been with Rezny Wealth Management since 2009. Rezny Wealth Management primarily serves individual investors, including high-net-worth clients, as well as pension and profit-sharing plans, offering discretionary portfolio management and integrated financial planning on a fee-only basis. The firm manages approximately $506 million in client assets, utilizing a Global Tactical Opportunity Portfolios framework that combines quantitative and fundamental analysis across a range of investment styles.

Charles Millington is a CFP® with 40 years of industry experience. He is the president of Millington & Co and a manager at Millington Financial Advisors, LLC, where he has worked since 2000 and 2011, respectively. Prior to these roles, he spent 12 years at MacGregor Global Investments, LLC. Millington Financial Advisors serves individual and high-net-worth clients, families, estates, corporations, trusts, and retirement plans, providing discretionary investment management along with financial planning, pension consulting, and retirement-plan advisory services. The firm incorporates tax planning and estate-planning facilitation into its offerings and manages portfolios using a mix of equities, fixed income, mutual funds/ETFs, alternative investments, and third-party managers.

Cole Vickrey is a financial advisor with IntentGen Financial Partners in Naperville, IL, holding a Series 66 designation and four years of industry experience. He has worked with firms including Purshe Kaplan Sterling Investments and Thrivent Investment Management. IntentGen Financial Partners provides asset management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, pension and profit sharing plans, and corporate clients. The firm employs a multi-advisor team structure and uses a variety of investment methods to construct portfolios that incorporate equities, fixed income, options, REITs, private funds, and other alternatives.

David Bach is a financial advisor with River Street Advisors, LLC and holds a Series 65 credential. He has eight years of industry experience and has worked at River Street Advisors and Old Second National Bank since 2016. In addition to his advisory role, he serves as the Wealth Compliance & Internal Control Officer for the Wealth Management Department at Old Second National Bank. River Street Advisors provides discretionary portfolio management and financial planning services to individuals, state and municipal agencies, charitable organizations, and corporations. The firm manages approximately $539 million in assets through a team of ten advisors, employing a combination of quantitative and fundamental analysis, derivative strategies, and third-party tools to construct and monitor portfolios.

Jack Ayotte is a financial advisor with IntentGen Financial Partners in Naperville, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Cetera and Thrivent Advisor Network, and he is also the managing member of Ayotte Decker LLC, a CPA firm he has operated since 1991. IntentGen Financial Partners provides asset management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, pension and profit-sharing plans, and corporate clients. The firm manages approximately $756 million in discretionary and non-discretionary accounts through a multi-advisor team and employs a diverse investment approach incorporating modern portfolio theory, fundamental and technical analysis, quantitative models, and third-party manager research.

Charles Millington is a financial advisor at Millington Financial Advisors, LLC in Naperville, IL, holding a Series 65 credential with two years of industry experience. Prior to his advisory role, he worked in the food service industry and has been a full-time student for several years. Millington Financial Advisors serves individual and high-net-worth clients, families, estates, corporations, trusts, and retirement plans, offering discretionary investment management along with financial planning, pension consulting, and retirement-plan advisory services. The firm integrates tax planning and estate-planning facilitation into its services and manages portfolios using a diversified approach that includes equities, fixed income, mutual funds/ETFs, alternative investments, and third-party managers.

Luke Lamar is a CFP® and CFA® affiliated with Timothy Financial Counsel, Inc. in Wheaton, IL, with six years of industry experience. He previously worked at First Trust for four years before joining Timothy Financial Counsel in 2020. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm that offers project-based advice and individual consultations on topics such as retirement planning, tax strategies, and estate planning. The firm serves individuals, families, businesses, and other entities, emphasizing asset allocation and diversified exposure through no-load mutual funds and ETFs while focusing on advisory and implementation coaching rather than ongoing portfolio management.

Donovan Sanchez is a CFP® with 10 years of industry experience, currently serving as an advisor at Model Wealth, Inc. He has previously worked at Skyview Financial Planning, Savant Capital Management, and Northwestern Mutual. Sanchez is also a full-time financial planning instructor at the University of Illinois Urbana-Champaign. Model Wealth, Inc. is a virtual, fee-only financial planning and wealth management firm serving individuals, families, estates, trusts, and small businesses. The firm emphasizes a broadly passive investment approach with cost-effective, tax-aware implementation and integrates both robo-managed strategies and direct indexing within a flat annual fee structure.