Nicholas Leftakes is a financial advisor at VIA IV Investments, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with VIA IV since 2020. He is also a co-owner and principal of LT Group, LLC, a real estate investment company based in Chicago. VIA IV Investments provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as businesses, charities, estates, and trusts. The firm offers diversified, custom-indexed model portfolios alongside alternative private fund access and operates a digital advice program with a lower minimum investment threshold.

Joseph Shea IV is a financial advisor with Horizon Family Wealth, Inc. in Chicago, IL, holding Series 63 and Series 65 designations and offering 30 years of industry experience. He has worked at Shea Financial Group since 2004 and held roles at Riverpoint Wealth Management Holdings and LPL Financial. Outside of his advisory work, he serves as Vice President of the J111 National Racing Class, a nonprofit sailboat racing organization. Horizon Family Wealth serves individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities, providing portfolio management and financial planning. The firm combines fundamental, quantitative, technical, and sector analysis to build diversified portfolios and employs third-party managers as part of its investment approach.

Raymond Kozicki is a financial advisor at Midwest Financial Network, LLC with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at EverGreen Capital Management and Horter Investment Management. Outside of his advisory role, he operates as an independent insurance agent. Midwest Financial Network serves individual clients, including high-net-worth households, as well as businesses and retirement plan sponsors. The firm employs a Core + Satellite investment approach, offers both comprehensive and modular financial planning, and provides educational seminars, outsourced portfolio management, and consulting services to other advisers and institutional clients.

Ian Dillow is a Series 65-licensed advisor at Dillow Wealth Management LLC with one year of industry experience. Prior to joining his current firm in 2025, he worked at Dexian and attended High Point University. Dillow Wealth Management provides wealth management, investment management, and financial planning services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm employs a mix of fundamental and technical analysis to construct customized portfolios using low-cost mutual funds and ETFs along with individual securities and alternative investments.

Jennifer Johnson is the principal of Pinelight Financial PLLC, an independent registered investment adviser based in Riverside, Illinois. She holds a Series 65 credential and has one year of experience in the financial advisory industry. Prior to founding Pinelight Financial, she worked for 16 years at the Social Security Administration. Johnson is also a licensed CPA and offers accounting and tax preparation services under a separate engagement. Pinelight Financial serves individuals, high-net-worth households, businesses, retirement and pension plans, and selected institutional clients. The firm provides comprehensive financial planning and portfolio management using a mix of active and passive strategies tailored to client objectives, and it combines its advisory services with an affiliated accounting practice and pension consulting.

David Thompson is a CFA® charterholder with 11 years of industry experience. He is a principal at Thompson Capital Management, LLC, where he has worked since 2019, and also serves as a portfolio manager and trader at Little Harbor Advisors, LLC. His prior experience includes roles at Kaizen Advisory, LLC and Typhon Capital. Thompson Capital Management provides investment management and financial planning primarily to individual and high-net-worth clients, as well as sub-advisory services to other investment advisers. The firm employs a model-driven investment approach across multiple strategies, utilizing equities, fixed income, options, and exchange-traded products, including derivatives and VIX-linked instruments, to implement tactical risk-management and quantitative elements.

Pamela Lambert is a financial advisor at Ziv Investment Company in Chicago, IL, holding Series 63 and Series 65 credentials with 23 years of industry experience. She has been with Ziv Investment Company since 2000. Ziv Investment Company provides discretionary portfolio management and securities and retirement-planning advice to individuals, businesses, and institutional clients. The firm manages approximately $22.9 million, focusing on tailored investment strategies that incorporate both fundamental and technical analysis, generally favoring long-term equity holdings and cash-equivalent instruments.

Joel Poortenga is a financial advisor at GPS Financial Group, LLC with 15 years of industry experience. He holds the Series 66 designation and has been with GPS Financial Group since 2016. The firm provides portfolio management, financial planning, and pension consulting services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. GPS Financial Group manages approximately $64 million in assets using a two-advisor structure and applies modern portfolio theory with a long-term trading approach, typically managing accounts on a discretionary basis.

Karen Nordstrom is a financial advisor at Contour Financial with 24 years of industry experience. She holds the Series 65 designation and has been with Contour Financial since 2001. Contour Financial serves individual households primarily focused on retirement planning and investment management, emphasizing clients who are not high-net-worth. The firm offers diversified portfolios mainly composed of mutual funds and ETFs, alongside comprehensive financial planning services, and operates as a fee-only fiduciary under the NAPFA code.

Katherine Hennessy is a CFP®-credentialed financial advisor with 10 years of industry experience currently working at Assetgrade, LLC in Chicago, IL. She has been with Assetgrade since 2016. Assetgrade, LLC provides financial planning, investment and wealth management, and retirement plan consulting for individuals, trusts, estates, and corporate entities. The firm manages approximately $337.7 million in discretionary assets across three advisors, using model strategies focused on strategic asset allocation with occasional tactical adjustments.

Richard Milton is a CFA® charterholder and Series 63 licensee with 24 years of industry experience. He has worked at 103 Advisory Group since 2021 and previously spent 17 years at Mainstreet Advisors. Based in Chicago, IL, he is one of three advisors at 103 Advisory Group. 103 Advisory Group is an independent SEC-registered advisory firm managing approximately $224.8 million for about 74 clients. The firm offers discretionary portfolio management, modular and fixed-fee financial planning, and business-development consulting for financial institutions, serving both individual and high-net-worth clients.

Michael Klenn is a CFA® charterholder with one year of experience currently with Significance Capital Management LLC. He previously worked at Allspring Global Investments for three years and Calamos Investments for two years, with prior roles at Timpani Capital Management and periods of unemployment. Significance Capital Management LLC is an independent investment adviser that provides discretionary portfolio management to individuals and high-net-worth clients. The firm employs its Enhanced Alpha Strategy, which tactically allocates among large-cap equities using a combination of fundamental, quantitative, factor, and technical analyses, and serves as sub-adviser to the Significance Capital Enhanced Alpha ETF.

Allison Meers is a CFP® professional with four years of industry experience. She has worked at Pebble Valley Wealth Management since 2021 and previously was with CIBC from 2012 to 2021. Pebble Valley Wealth Management serves individual, charitable, and corporate clients, offering discretionary portfolio management, financial planning, and pension consulting. The firm’s investment approach includes asset allocation and mutual fund/ETF selection supported by technical analysis and third-party research, with a notable use of derivative-based option strategies within separately managed accounts.

Jay Plourde is a financial advisor at Joseph Wealth Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Riposte Capital and Wedbush Securities. Plourde serves on the boards of two nonprofit organizations: Joseph Business School in Forest Park, Illinois, and Kenneth Copeland Ministries in Fort Worth, Texas. Joseph Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations. The firm manages approximately $17.6 million in client assets and employs a mix of analytical approaches, including fundamental, technical, and modern portfolio theory, to tailor portfolios to client objectives and risk tolerances.

Wendi Svitak is a CFP® professional with seven years of industry experience. She currently works at Bard Associates Inc and has prior experience at The Retirement Network Ltd, LPL Financial, and Morgan Stanley. Outside of her advisory role, she provides administrative support to independent investment advisor firms. Bard Associates, Inc. offers discretionary portfolio management and portfolio-monitoring services to a range of clients including individuals, IRAs, trusts, and charitable organizations. The firm emphasizes a long-term, buy-and-hold investment strategy focused on smaller-company and micro-cap equities, and also manages the Bard Micro-Cap Value Fund L.P., a private pooled vehicle closed to new investors.

Timothy Dillow is a CFP® professional with 23 years of industry experience. He is the principal at Dillow Wealth Management LLC in Oak Brook, IL, where he has worked since 2018, previously holding positions at UBS Financial Services and LPL Financial among others. Outside of financial advising, he manages a cheese production and distribution business and is involved in business consulting and literary work through separate ventures. Dillow Wealth Management provides wealth and investment management along with financial planning for individuals, trusts, estates, businesses, and retirement plans. The firm offers customized portfolios that include mutual funds, ETFs, individual securities, and alternative investments, combining fundamental and technical analysis with both discretionary and non-discretionary services.

Lisa Cameron is a financial advisor with Savant Investment Advisers, Inc. She holds a Series 66 credential and has 21 years of industry experience. Cameron has been with Savant & Associates, Inc. and Royal Alliance Associates, Inc. since 2004 and also owns a CPA practice where she prepares income taxes. She serves as adjunct faculty at Moraine Valley Community College and is involved in consulting through Results Now, Inc. Savant Investment Advisers provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, trusts, and business entities. The firm’s investment approach emphasizes asset allocation, risk tolerance assessment, and continuous portfolio monitoring, utilizing model and advisor-managed portfolios with a variety of investment products.

Lawrence Gatz is a CFP® and holds a Series 65 license with 12 years of industry experience. He has worked at Copperwood Financial since 2020 and previously held roles at Significant Wealth Partners Inc., Capital Management Consultants, Kingsview Asset Management, Atkins and Associates, and Wealth Planning Network. Outside of his advisory work, he co-owns KLG Management Inc., which provides personal insurance and general business management consulting. Copperwood Financial offers fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and small businesses, including a specialty practice for professional athletes. The firm manages portfolios using a tactical allocation approach and provides retirement plan consulting, serving as an ERISA Section 3(38) fiduciary for employer-sponsored plans.

Timothy Obendorf is a CFP® and holds a Series 65 license with 16 years of industry experience. He has been with Steward Advisors, LLC since 2011. Outside of his advisory role, he is a 25% minority owner and board member of McLennan Property Management Company, which manages commercial and industrial properties in the Chicago area. Steward Advisors serves individuals, businesses, trusts, estates, retirement plans, charitable organizations, corporations, and family offices with fee-based financial planning and private portfolio management. The firm manages approximately $137 million in assets, integrating financial planning with investment strategies that include ETFs, mutual funds, individual securities, and privately placed investments, while employing options and derivatives for hedging and tactical purposes.

Robert Kristof is a financial advisor at Casey Wealth Management, Inc. in Orland Park, Illinois, with 20 years of industry experience. He holds a Series 66 designation and has worked at Sammons Securities Company, LLC since 2009 while also maintaining his role at Casey Wealth Management since 2005. Casey Wealth Management, founded in 2002, provides customized financial planning, consulting, and investment management primarily to individual clients and occasionally to pension and profit-sharing plans. The firm employs fundamental security analysis and a buy-and-hold strategy with quarterly portfolio reviews, managing non-discretionary assets without focusing on high-net-worth households.