Kristin Sweis is a financial advisor at Paradigm Money Management, LLC with 17 years of industry experience. She holds the Series 66 designation and has previously worked at TD Ameritrade, Inc. and Spotlight Asset Group, Inc. before joining Paradigm in 2020. Paradigm Money Management provides financial planning and retirement-plan advisory services to individuals and business entities, focusing on tiered planning engagements and 3(21) ERISA plan support. The firm acts primarily as a planner and coordinator, recommending third-party managers and advisory platforms while monitoring their alignment with client objectives.

Michael Cameron is a financial advisor at Savant Investment Advisers, Inc. with six years of industry experience. He holds a Series 66 designation and has worked at Savant & Associates, Inc. since 2013. His other business activities include insurance sales focused on fixed annuities and life insurance. Savant provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, trusts, and business entities. The firm’s investment approach centers on asset-allocation planning and risk tolerance, offering model and advisor-managed portfolios with continuous monitoring and periodic rebalancing.

Bryan Petry is a financial advisor with Stonebridge Wealth Management LLC in Oak Brook, IL, holding a Series 66 designation and 23 years of industry experience. He has worked at Stonebridge Wealth Management since 2017 and previously held positions at APW Capital, Inc., Securian Financial Services, Inc., and GCG Financial Inc. Stonebridge Wealth Management serves individuals, trusts, corporations, partnerships, tax-exempt entities, and other legal entities, managing approximately $283 million for about 288 clients. The firm offers discretionary investment management, financial planning, and family-office/business consulting, focusing on customized portfolios that incorporate ETFs, separate account managers, and third-party strategies.

Michael Parianos is a financial advisor at Atis, Inc with a Series 66 credential and one year of industry experience. His background includes roles at Indiana University Northwest, Napelton Nissan, and Lake Central High School prior to joining Atis. Atis, Inc. serves individual investors and trusts, focusing on IRA rollovers and offering portfolio management along with financial, retirement, estate, and legacy planning. The firm utilizes fundamental and technical analysis with an emphasis on asset allocation and diversification through predetermined mutual fund and ETF models, primarily managing assets on a non-discretionary basis.

David Pequet is a financial advisor with MPI Wealth Management LLC in Hinsdale, IL, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He previously worked at MPI Investment Management for 32 years before joining MPI Wealth Management in 2019. Outside of his advisory role, he serves as Director and Treasurer of the Roger B. Chaffee Scholarship Fund and is an officer of Duck Lake Inn LLC, a cottage rental business. MPI Wealth Management provides discretionary investment management and sub-advisory services to institutional and individual clients, including pension plans, investment advisers, banks, corporations, charitable organizations, and high-net-worth individuals. The firm employs a combination of quantitative techniques, technical and fundamental analysis, and macroeconomic research to tailor diversified portfolio strategies across fixed income, dividend equity, and total return equity investments.

Joseph Mastej is a financial advisor at Atis, Inc with nine years of industry experience. He holds a Series 66 designation and has been with Atis since 2016. Atis, Inc serves individual investors and trusts, focusing on IRA rollovers and providing portfolio management, financial, retirement, estate, and legacy planning services. The firm primarily uses wrap-fee programs through RBC-sponsored platforms, emphasizing asset allocation and diversification with predetermined mutual fund and ETF models, and operates largely on a non-discretionary basis.

John Evanich is a financial advisor at Atis, Inc with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Atis since 2009, following five years at American Trust Investment Services, Inc. Outside of his advisory work, he is managing partner of Evolution Investments, LLC, which manages office facilities related to Atis. Atis, Inc serves individual investors and trusts, focusing on IRA rollovers through wrap-fee programs on RBC-sponsored platforms. The firm employs both fundamental and technical analysis with an emphasis on asset allocation and diversification, primarily managing assets on a non-discretionary basis.

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.

Brian Phillips is a CFP® and holds a Series 65 license, currently serving as an advisor at Kuhn Capital Partners with two years of industry experience. Prior to joining Kuhn Capital Partners in 2025, he worked at RMB Capital and Busey Wealth Management. He is a minority owner of Bison Natural Resources, LLC, which is involved with private funds managed by Kuhn Capital Partners. Kuhn Capital Partners provides discretionary asset management, financial planning, and retirement advice to individual and high-net-worth clients, as well as pooled investment vehicles. The firm constructs portfolios based on client objectives and risk tolerance, offers access to alternative investments for qualified clients, and manages multiple private funds as adviser, sponsor, and general partner.

Raymond Kozicki is a financial advisor with Midwest Financial Network, LLC, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has held positions at EverGreen Capital Management and Horter Investment Management, and has been self-employed since 2009. In addition to advisory work, he operates as an independent insurance agent. Midwest Financial Network serves individual investors, high-net-worth clients, businesses, and retirement-plan sponsors, offering comprehensive financial planning and portfolio management. The firm employs a Core + Satellite investment approach, blending passive and active strategies, and emphasizes client education through seminars and retirement plan consulting.

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 a financial advisor at Pinelight Financial PLLC in Riverside, Illinois, holding a Series 65 designation and beginning her advisory career in 2025. She previously worked for 16 years at the Social Security Administration. Pinelight Financial serves individual clients, retirement and pension plans, and business clients with financial planning, portfolio management, and retirement plan consulting. The firm employs a diverse investment approach combining active management, core+satellite strategies, and modern portfolio theory, and operates an affiliated accounting practice offering tax and accounting services under separate agreements.

Stephen Truesdale is a financial advisor at North South Capital, LLC in New Lenox, Illinois, with four years of industry experience. He holds a Series 66 designation and previously worked for CN Railroad for ten years before joining North South Capital in 2021. Outside of advising, he manages a small rental property in Cedar Lake, Indiana. North South Capital serves retail and high-net-worth individuals, businesses, pension and profit-sharing plans, charitable organizations, estates, and trusts, managing approximately $25.9 million across about 120 client accounts. The firm uses multiple methods of analysis and goal- and risk-based model allocations, offering discretionary portfolio management, financial planning, and insurance- and brokerage-related services.

Brendan Moody is a financial advisor with Watershed Private Wealth LLC in Oak Brook, IL, holding Series 63 and Series 65 licenses and 18 years of industry experience. His previous roles include positions at Spotlight Asset Group and Fidelity Investments. Moody serves as treasurer for the Fisher Falcon Education Foundation in a volunteer capacity. Watershed Private Wealth provides investment advisory services to individuals, trusts, estates, and pension plans, offering discretionary portfolio management, financial planning, and access to various investment strategies including direct indexing and cryptocurrency-linked ETFs. The firm uses a combination of fundamental, quantitative, and modern portfolio theory analyses to create customized investment programs aligned with clients’ goals and risk tolerance.

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.

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.

Daniel Mauro is a financial advisor at Patrick Mauro Investment Advisor, Inc. with 23 years of industry experience. He holds a Series 65 designation and has been with Patrick Mauro Investment Advisor, Inc. since 2002. Outside of his advisory role, he serves as Chief Investment Officer for Army Capital, LLC, a proprietary equity trading and investment entity, in a non-compensated capacity. Patrick Mauro Investment Advisor, Inc. is an SEC-registered firm that manages discretionary portfolios for individuals, pension plans, trusts, and various entities. The firm employs tailored investment strategies including laddered bonds and growth-and-income equities, and integrates coordinated tax and estate planning through third-party providers.

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.

Robert Kuhn is a partner at Kuhn Capital Partners with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Epus Global Energy, LLC. In addition to his advisory role, Kuhn operates as an independent insurance agent and is involved in managing several investment-related businesses and private funds. Kuhn Capital Partners serves individual and high-net-worth clients as well as pooled investment vehicles, providing discretionary asset management, financial planning, retirement rollover advice, and access to third-party managed solutions. The firm constructs portfolios based on client objectives, risk tolerance, and time horizon, employing fundamental and technical analysis and offering alternative investments and private funds for qualified 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.