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.

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.

Meridith Hutchens is a financial advisor at Fortis Portfolio Solutions, LLC with 28 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Crossroads Advisory Group and Polaris Greystone Financial Group. She is also managing partner of Fortis Consulting, LLC, which provides best practice solutions for registered investment adviser firms. Fortis Portfolio Solutions offers discretionary portfolio management, sub-advisory, and white-label investment services primarily to high-net-worth individuals and other registered investment advisers. The firm’s investment approach integrates fundamental enterprise valuation with technical and quantitative analysis, emphasizing risk control through tactical cash allocations, sell-discipline triggers, and the use of derivatives and borrowing in separately managed accounts.

John Daly is a CFP® and holds a Series 66 license, with 23 years of experience in the financial industry. He is the principal of Daly Investment Management, LLC, an independent advisory firm he founded in 2009, and previously operated as a sole proprietor since 2000. Daly also worked at Steele Capital Management, Inc. in 2017. Daly Investment Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, offering discretionary asset management and financial planning. The firm applies Modern Portfolio Theory to tailor investment strategies to clients' objectives, providing services that include pension consulting for corporate clients as well as a range of investment options such as mutual funds, ETFs, fixed income, and alternative instruments.

Colin founded Mindful Money Financial Counsel in 2010 and has over 18 years of experience talking with people about money. Prior to founding the company, he worked at Fidelity Investments for 10 years in a variety of positions: service and trading representative, retirement investment specialist, investment representative, financial planning consultant, and Vice President Senior Account Executive. He received an MBA with a finance concentration from Xavier University and a bachelor's degree in Business Management from Ohio University. Colin is a CERTIFIED FINANCIAL PLANNER™ professional, and a Registered Investment Adviser. He specializes in providing holistic financial planning and investment advice to Chicagoland individuals and couples in their 30’s and 40’s. Colin is an early riser, an Eagle Scout, and eager to lend a hand. He was born in Dayton, Ohio and lived in Waldorf, Maryland and Cincinnati, Ohio before moving to Chicago in 2003.

Jonathan Grubb is a financial advisor with Accountants Wealth Management Group LLC, holding a Series 65 designation and 10 years of industry experience. He previously worked at Archer Investment Corporation and operates an affiliated CPA practice, The Hechtman Group, providing accounting and tax services. Accountants Wealth Management Group LLC offers discretionary and non-discretionary asset management to individuals, high-net-worth clients, trusts, estates, and business entities. The firm emphasizes fundamental analysis and long-term investment strategies, combining investment advisory with licensed accounting services.

Rosalyn Kemp is a financial advisor at Chestnut Beach Wealth with 23 years of industry experience. She holds the CFP® designation and Series 65 and 63 licenses. Her prior work experience includes roles at CITIGROUP and JP Morgan in Chicago. Chestnut Beach Wealth serves individual and high-net-worth clients, providing portfolio management, comprehensive financial planning, and shorter paid consultations. The firm focuses on asset allocation and modern portfolio theory, combining continuous investment management with financial planning through its “Manage Your Wealth” service.

Eric Stewart is a Series 65-licensed financial advisor based in Chicago, IL, with experience spanning multiple roles since 2024, including positions at Apple Inc. and several other companies. He is affiliated with Vector7 Capital, a newly registered investment advisory firm. Vector7 Capital offers discretionary and non-discretionary portfolio management, comprehensive and modular financial planning, and ERISA retirement plan advisory services. The firm utilizes a blend of fundamental and technical analysis, quantitative methods, and enterprise-grade AI tools to develop tailored investment strategies for a diverse client base.

Boon Lee is the principal advisor at Purelight Investment Advisors LLC in Chicago, IL. He holds a Series 66 designation and has 13 years of industry experience. Since founding Purelight in 2016, he has been solely responsible for the firm's advisory and compliance functions. Purelight Investment Advisors is an independent, fee-only portfolio management firm serving individuals, trusts, estates, and charitable organizations. The firm focuses on defining client objectives and risk tolerances to construct portfolios using fundamental and technical analysis, with ongoing monitoring and quarterly reviews.

Alfred Nichols is the sole advisor at Nichols Wealth Advisors in Chicago, IL, holding CFP® and ChFC® designations with 38 years of industry experience. He founded Nichols Wealth Advisors in 2016 and serves as a trustee and finance committee member for St. John African Methodist Episcopal Church in Aurora, IL, where he manages approved funds. Nichols Wealth Advisors serves individual and institutional clients with discretionary and non-discretionary portfolio management, financial planning, and pension consulting. The firm employs three actively managed investment strategies focused on equity income, multi-cap equity, and intermediate fixed income, emphasizing disciplined portfolio construction and risk-adjusted performance.

Alvin Walker is a financial advisor at Lake Jericho, LLC in Chicago, IL, holding the CFP® and CFA® designations with 16 years of industry experience. He has been with Lake Jericho since 2014. Lake Jericho is an independent, fee-only advisory firm serving a diverse client base that includes individuals, family offices, foundations, endowments, plan sponsors, not-for-profits, and business clients. The firm employs a process-driven investment approach grounded in modern portfolio theory, offering both institutional portfolio management and plan sponsor consulting alongside individual services.

Michael Vlahandreas is the sole advisor at Pilot Asset Management LLC in Winnetka, IL, holding a Series 65 designation with 18 years of industry experience. He has been with Pilot Asset Management since 2008. Pilot Asset Management is a state-registered investment adviser serving individuals, trusts, and corporations with discretionary and non-discretionary portfolio management. The firm employs a mix of fundamental and technical analysis, emphasizing asset allocation and diversification, and uses option strategies such as covered calls and cash-secured puts to generate income or acquire positions.

Benjamin Henke is a financial advisor with Menominee Capital in Chicago, IL, holding Series 65 and Series 66 licenses and two years of industry experience. His work history includes roles at Wendella Tour and Cruises and Andersonville Wine and Spirits. Henke has maintained his position at Menominee Capital since 2019. Menominee Capital is a state-registered investment adviser offering portfolio management, third-party manager oversight, and financial planning services to a diverse client base including individuals and institutional entities. The firm primarily employs a passive investment approach using index mutual funds and ETFs, while also utilizing fundamental, technical, cyclical, and charting analysis when appropriate.