Arthur Busby is the sole advisor at Stratford Investment Advisory Group, Inc., with 28 years of industry experience. He has been with the firm since 1990. Stratford Investment Advisory Group is a small, independent firm that provides customized portfolio management for individuals, high-net-worth clients, family trusts, and pension/profit-sharing accounts. The firm emphasizes a conservative, capital-preservation approach using fundamental, technical, and cyclical analysis, and focuses on maintaining personal contact to align asset allocation with clients’ cash-flow needs and risk tolerance.

John Stanton is the sole advisor at Stanton Group Wealth Partners, Inc. in Naperville, IL, holding Series 63 and Series 66 licenses with 21 years of industry experience. He previously spent 11 years at Seacrest Wealth Management, LLC. Stanton is also a licensed insurance agent specializing in life, long-term care, and fixed annuities. Stanton Group Wealth Partners, Inc. is a newly formed investment adviser providing wealth management, financial planning, and retirement-plan advice to high-net-worth individuals, trusts, estates, and businesses. The firm uses a combination of fundamental and technical analysis to construct tailored strategy portfolios and offers a range of planning services including pension consulting and 401(k) reviews.

Daniel Kaibel is a CFP® professional with 18 years of industry experience, currently serving as the sole advisor at Purpose Financial Planning LLC in Arlington Heights, IL. His prior experience includes roles at Elite Investment Team, LLC and Vantage Financial Partners Limited. Purpose Financial Planning serves individual and institutional clients, including high-net-worth individuals and businesses, offering portfolio management and comprehensive financial planning. The firm uses a mix of passive and active management strategies, employing ETFs, mutual funds, and individual equities, and utilizes fundamental, technical, and cyclical analysis to guide investment decisions.

John Eiduk is a CFP® professional with 12 years of experience in financial advisory services. He currently serves as the sole advisor at Elite Asset Management, LLC and has been involved with the firm since 2015. He also operates Eiduk Tax and Wealth Management LLC and is a producer in life, health, and long-term care insurance sales. Elite Asset Management is an independent, state-registered adviser that provides portfolio management and financial planning services to individual clients without a minimum account size. The firm employs a combination of strategic and tactical model portfolios using fundamental and technical analysis alongside Modern Portfolio Theory, and it has an affiliated tax and accounting practice under common ownership.

Kyle Long is the principal of Long Planning, LLC, an independent advisory firm based in Geneva, IL. He holds a Series 66 designation and has eight years of experience in the financial industry. Kyle is also a certified public accountant and owns a public accounting firm, Kyle Long, CPA, through which he occasionally refers clients without receiving compensation. Long Planning, LLC provides investment management and financial planning services to individuals, pension and profit-sharing plans, as well as charitable and corporate clients. The firm uses a combination of fundamental and technical analysis alongside Modern Portfolio Theory, employing both passive and active strategies in portfolio construction, and offers institutional portfolio management and pension consulting in addition to individual wealth management.

Robert Skinner is the principal of Skinner Advisory, LTD., an independent registered investment adviser based in Wheaton, IL. He holds a Series 65 designation and has 28 years of industry experience. He has operated Skinner Advisory since 1993. Outside of advisory work, he is president and co-owner of Lindstrom Antique Mall, a retail and residential rental business in Minnesota. Skinner Advisory primarily serves individual clients by managing taxable accounts, retirement accounts, and trusts, with occasional advisory services for corporate pension and profit-sharing plans. The firm focuses on no-load mutual funds and ETFs, conducting regular portfolio reviews and providing clients with quarterly reports and an annual review conference.

Glenn Cackovic is the sole advisor at GlobalMacro Capital Management, LLC in Wheaton, IL, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has been leading GlobalMacro Capital Management since 2012 and is also involved with GlobalMacro Partners, LLC, Globalmacro Consulting, LLC, and Globalmacro, LLC, all of which he has been affiliated with for over a decade. GlobalMacro Capital Management provides investment management and retirement planning services to individuals, institutions, and businesses, employing a global, multi-asset class investment approach that integrates macroeconomic, fundamental, and quantitative analysis. The firm offers a range of strategies including risk-based core allocations and alternative-focused options, and serves qualified retirement plans with fiduciary advisory services, distinguishing itself among independent advisors through its institutional portfolio management and integrated consulting capabilities.

Scott Wentsel is a CERTIFIED FINANCIAL PLANNER™ with nine years of industry experience and the principal advisor at Wentsel Wealth Management, LLC. He has managed his independent advisory firm since 2016 and has been a professor at DePaul University since 2011. Outside of his advisory work, he serves as a trustee for an investment-related advisory firm. Wentsel Wealth Management provides investment management and financial planning to individuals, high-net-worth households, pension and profit-sharing plans, and charitable organizations. The firm uses a low-cost, globally diversified investment approach centered on asset allocation, combining index-oriented ETFs and mutual funds with selective active management and individual securities, and offers institutional services uncommon for a firm of its size.

Sam Bakou is a CFP® with 21 years of experience in the financial industry. He is the sole advisor at Sora Wealth, LLC, an independent firm he has led since 2021, having previously worked for 18 years at Vantage Financial Partners Limited. Sora Wealth, LLC provides personalized wealth management, financial planning, and discretionary portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental and technical analysis to build individualized investment plans and employs a broad set of instruments and strategies, including options and alternative funds, while delegating day-to-day trading and operations to a sub-adviser.

Edwin Cogan is a financial advisor at Steeplechase Investments with 28 years of industry experience. He has been with Steeplechase Investments since 1994. Steeplechase Investments provides discretionary portfolio management primarily to individual clients, focusing on direct investments in stocks, bonds, and exchange-traded funds. The firm employs an active, tactical approach that adjusts between capital appreciation and preservation based on macroeconomic analysis and technical chart patterns, tailoring portfolios to clients’ age and income needs.

Angela Major Hart is a CFP® professional with four years of industry experience, currently serving as the principal advisor at Veridian Private Wealth Management. She has held previous roles at Byline Bank, Northern Trust Securities, Northern Trust Bank, and First Midwest Bank. Ms. Hart is also a licensed attorney and an active member of the Illinois Bar. Veridian Private Wealth Management offers discretionary investment management and qualified retirement plan consulting to high-net-worth individuals, families, trusts, estates, businesses, charities, and employee benefit plans. The firm employs a strategic asset allocation framework with a proprietary methodology emphasizing diversification and provides ERISA fiduciary services uncommon among independent advisors.

Thomas Ahlbeck is a financial advisor at Ahlbeck Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera Financial Specialists LLC and Cetera Investment Advisers LLC. Outside of his advisory role, he manages and owns commercial and residential real estate properties with family members and serves as the treasurer for Maine Township School. Ahlbeck Financial provides portfolio management primarily to individual and high-net-worth clients, tailoring investment strategies to clients' goals and risk tolerance. The firm employs fundamental analysis, modern portfolio theory, and technical analysis, offering discretionary management across various asset classes with regular account reviews.

Michael Cantlon is a financial advisor with Cantlon Financial Planning LLC in St. Charles, IL, holding a Series 63 designation and 13 years of industry experience. He has been with Cantlon Financial Planning since 2012 and has worked as a self-employed financial planner since 1983. Cantlon is licensed to sell life, accident, fire, and casualty insurance. Cantlon Financial Planning LLC provides personalized financial planning and discretionary asset management to individuals, trusts, estates, and charitable organizations. The firm uses client-specific investment programs with fundamental analysis and offers strategies including option writing and derivatives, managing approximately $125 million as of the end of 2025.

Philip Tetley is a financial advisor at Tetley Investments, LLC in Park Ridge, Illinois, with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Tetley Investments since 2012. Tetley Investments is an independent asset management and financial planning firm serving individuals, pension plans, corporations, charitable organizations, and trusts. The firm employs a disciplined, long-term investment process combining quantitative and fundamental research within a global asset-allocation framework.

David Bankston is a CFP® with 26 years of industry experience. He is currently with RWC for Life and has held roles at Simplicity Wealth, LLC, FSC Securities Corp, and has operated Bankston Wealth Management, Inc. since 1999. In addition to his advisory work, he manages an accounting firm, David A Bankston CPA, LLC. RWC for Life provides comprehensive financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, and corporate entities. The firm offers customized and model portfolios with regular reviews, serving about 97 client relationships and managing approximately $30.2 million in assets.

Joseph Lopresti is a financial advisor at Arlington Wealth Management in Arlington Heights, IL, with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Arlington Capital Management, Inc. and World Equity Group, Inc. since 2000. Outside of his advisory role, he is involved with the Investor Education Institute and is a part-owner of Advanced Tax Reduction Group and Arlington Business Advisors. Arlington Wealth Management provides wealth management and discretionary investment management primarily to individual clients, including high-net-worth households. The firm employs a structured client process and combines proprietary quantitative models with qualitative research to implement various investment strategies, including proactive asset allocation and defined-outcome ETFs.

Charles McKenna is a financial advisor at McKenna Capital, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he worked at National Planning Corporation and Tower Wealth Advisors, Inc. He is also a principal and advisor of Heart Capital, LLC, where he advises a commodity fund, and provides consulting services for GModelo USA, LLC. McKenna Capital is a supported advisory firm managing approximately $83 million for fewer than 40 clients, including individuals, pension and profit-sharing plans, and pooled investment vehicles. The firm employs a combination of charting, fundamental and technical analysis, and offers discretionary portfolio management along with one-time and ongoing financial planning services. The firm’s affiliation with a commodity trading enterprise and its involvement with private pooled vehicles distinguish it from many similarly sized advisers.

Jose Cuevas III is a CFP® professional with 18 years of experience in financial advising. He has been with Wisdom Investments since 2016 and also worked at High Five Financial, LLC from 2016 to 2018. Wisdom Investments provides discretionary investment management and financial planning services to individuals, nonprofit organizations, and retirement plans. The firm employs a long-term, buy-and-hold approach guided by Modern Portfolio Theory and the Efficient Market Hypothesis, offering a range of tiered planning services and incorporating educational seminars and AI-enabled tools as part of its client support.

John Kosar is a Series 65 licensed advisor with Asbury Research LLC, where he has worked since 2023. He has prior experience at Symetra, Allvue Systems, Equitrust Life Insurance Company, and Northern Trust. Asbury Research LLC provides subscription-based investment research and model portfolios to individual investors and money managers, and serves as a sub-adviser and model provider to other advisers and broker-dealers. The firm focuses on growth equities, income securities, and high-yield bonds, utilizing fundamental, quantitative, and technical analysis in its research.

David Dickman is the sole advisor at Mindful Wealth LLC in Northbrook, IL, holding Series 63 and Series 65 licenses with 29 years of industry experience. His prior work includes roles at J.P. Morgan Securities Inc. and Lehman Brothers Inc. before founding Mindful Wealth LLC in 2018. Mindful Wealth LLC provides comprehensive investment advisory and financial planning services to high- and ultra-high-net-worth individuals and families, business owners, certain ERISA plans, and private foundations. The firm delivers personalized, tax-aware investment strategies with discretionary portfolio management and coordinates planning alongside clients’ other professional advisers.