Mary Kilberg is a financial advisor with Masus Financial Group, Ltd., holding Series 63 and Series 66 designations and possessing 16 years of industry experience. She has been with Masus Financial Group since 2005. In addition to her advisory role, she is a licensed notary public. Masus Financial Group provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a multi-disciplinary research approach and manages diversified portfolios, serving approximately 296 client relationships with $190.6 million in discretionary assets under management as of December 31, 2025.

Scott Neubauer is a Series 65-licensed financial advisor at Wisdom Investments with two years of industry experience. His background includes roles at Solace Hospice & Palliative Care and Watershed Ministries, reflecting a diverse career path. Neubauer is based in Hoffman Estates, IL. Wisdom Investments offers discretionary investment management and financial planning to individuals, nonprofits, and retirement plans. The firm employs a long-term, buy-and-hold strategy based on Modern Portfolio Theory and the Efficient Market Hypothesis, providing tiered planning services and client education through seminars and workshops.

Lisa Conrath Bova is a financial advisor at Lenity Financial, Inc. with 22 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has been with Lenity Financial since 2016. Outside of her advisory work, she is a senior independent consultant for BeautyCounter and a partner and blogger for Simply Better Choices, a health and wellbeing blog. Lenity Financial, Inc. is a fee-only, state-registered investment adviser serving high-net-worth individuals, business owners, professionals, families, trusts, estates, and select institutional clients. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement plan consulting with participant education, using strategic, diversified allocations tailored to clients’ objectives, risk tolerance, and tax situations.

Terrence Burke is a financial advisor at Trader Wealth Management, LLC with 10 years of industry experience and a Series 65 designation. He previously worked at Rothschild Financial Partners, LLC and has been with Trader Wealth Management since 2015. Outside of his advisory role, he provides consulting services to a family-owned painting business and prepares daily Corn volume and open interest reports for a CME broker. Trader Wealth Management serves primarily individual clients, including high-net-worth households, as well as trusts, pension plans, charitable organizations, and small businesses. The firm offers comprehensive financial planning and investment management with an emphasis on strategic and tactical asset allocation, global diversification, and personalized Investment Policy Statements.

Darin Roth is a financial advisor with Cambier Capital, LLC, holding a Series 66 designation and 11 years of industry experience. He has previously worked at 2642 Capital, LLC, Stenger Tax Advisory, LLC, Stenger Family Office, LLC, Morgan Stanley, and Guggenheim Investments. Roth is a co-founder and former operational manager of Stenger Tax Advisory LLC, a certified public accounting firm. Cambier Capital provides wealth management and investment services to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, corporations, and business entities. The firm offers customized portfolios using mutual funds, ETFs, individual equities, and fixed-income securities, employing a long-term investment approach alongside fundamental and technical analysis.

Bahman Barzideh is a financial advisor at Barzideh & Nadeau Wealth Management LLC with 24 years of industry experience. He holds the Chartered Financial Consultant (ChFC®) designation along with Series 63 and Series 65 licenses. Prior to his current role, he worked at Apollon Wealth Management, Piershale Financial, Triad Advisors Inc., and Raymond James Financial. Barzideh & Nadeau Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $60 million across about 93 client relationships. The firm combines fundamental, technical, quantitative, and sector analysis within a strategic asset-allocation framework, offering discretionary portfolio management that includes individual stocks, bonds, mutual funds, ETFs, and limited legacy variable annuities.

Todd Masus is a CFP®-designated financial advisor with 28 years of industry experience. He is the principal of Masus Financial Group, Ltd., where he has worked since 2015, and has been affiliated with LPL Financial since 2000. Masus also serves as a notary for his clients. Masus Financial Group, Ltd. provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm manages over $190 million in discretionary assets and employs a multi-disciplinary research approach to construct customized portfolios with a long-term focus, including a wrap fee program for bundled transaction costs.

Austin Kight is a financial advisor at Cambier Capital, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including 2642 Capital, LLC, ALPS Distributors, Inc., PT Asset Management LLC, Performance Trust Capital Partners LLC, Innovator Capital Management, Foreside Fund Services, LLC, and Weber Shandwick. Cambier Capital provides continuous wealth and investment management services to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, corporations, and other business entities. The firm offers customized portfolios using mutual funds, ETFs, individual equities, and fixed-income securities, employing a primarily long-term investment approach with flexibility to adjust based on client objectives or market conditions.

Jeremiah Yi is a financial advisor at Cambier Capital, LLC in Wheaton, IL, holding Series 66 and Series 63 licenses with four years of industry experience. His prior roles include positions at 2642 Capital, ALPS Distributors, PT Asset Management, Performance Trust Capital Partners, Cresset, Compass Mortgage, Priority Health, Pumpkin, and Wheaton College. Cambier Capital provides wealth management and investment services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a long-term investment approach using customized portfolios of mutual funds, ETFs, equities, and fixed income, and offers family office services, financial planning, and consulting.

Scott Smith is a Series 65 licensed financial advisor with eight years of industry experience. He is affiliated with Stephen Smith Financial Inc. and has previously worked at Significant Wealth Partners LLC, Capital Management Consultants, and several other firms. In addition to his advisory role, he is involved in insurance and fixed annuity sales. Stephen Smith Financial Inc. provides discretionary investment advisory and managed-account services to individual and high-net-worth clients. The firm offers tailored investment strategies incorporating various techniques and utilizes internally developed AI and machine-learning tools to support its services.

Brian Green is a financial advisor at Capital Management Group, Inc. in St. Charles, IL, holding a Series 65 designation with 24 years of industry experience. He has been with Capital Management Group since 2001. Capital Management Group, Inc. provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, businesses, and employee benefit plans. The firm employs a buy-and-hold investment approach with a focus on conservative fixed-income management, serving both retail and certain institutional-style clients.

Natalia Kabbe is a financial advisor at Blue Cedar Advisors LLC with two years of industry experience. She holds a Series 65 designation and has been with Blue Cedar Advisors since 2021. In addition to her work in financial advising, she is a managing partner at Kabbe Law Group LLC, a law practice specializing in estate planning and elder law. Blue Cedar Advisors provides portfolio management and integrated financial planning services primarily to high-net-worth individuals. The firm uses a combination of analytical methods and maintains a long-term trading orientation, preparing individualized Investment Policy Statements and conducting ongoing monitoring, asset allocation, and security selection.

Jake Owen is a financial advisor at BJO Wealth Management LLC in Arlington Heights, IL, holding a Series 65 designation with one year of industry experience. Prior to his advisory role, he worked at Walgreens for seven years and studied at Penn State University for four years. BJO Wealth Management provides portfolio management and financial planning services primarily to high-net-worth individuals, trusts, estates, and corporations. The firm emphasizes diversified investment strategies based on fundamental, cyclical, and technical analysis, managing approximately $26.5 million across 60 client relationships with a focus on discretionary assets.

Albert Von Holt is a CFP® and Series 65-licensed financial advisor with 23 years of industry experience. He has been the principal of Von Holt Financial Advisors, Inc. since 1992. The firm is an independent, fee-only registered investment adviser that provides discretionary portfolio management and financial planning to individual and trust clients. Von Holt Financial Advisors manages client assets using Modern Portfolio Theory, primarily investing in no-load mutual funds and ETFs, and coordinates with clients’ estate, tax, and insurance advisors.

Mark Doyle is a financial advisor at Clement Street Capital LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Entrust Services since 2004, where he also serves as managing director of a non-investment-related business providing bill payment and financial reporting services. Prior to that, he was employed at Raymond James Financial Services and Deutsche Bank Securities. Clement Street Capital provides discretionary asset management and financial planning primarily to high-net-worth individuals, trusts, corporations, retirement plans, and other legal entities. The firm manages portfolios using a tailored investment policy with a long-term orientation, employing a mix of equities, fixed income, ETFs, REITs, alternatives, private placements, and options.

Nicholas Kalivas is a financial advisor at Fortune Financial Group, Inc. with 17 years of industry experience. He holds Series 65 and Series 63 licenses and previously spent 13 years at Invesco Distributors, Inc. before joining his current firm. Fortune Financial Group provides financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs long-term investment strategies using active and passive mutual funds and ETFs, serving both retail and higher-net-worth clients.

Lindsay Guido is a CFP® and holds a Series 65 license with six years of industry experience. She has worked at Conifer Bay Capital LLC since 2021, following roles at ChangePath, LLC, Effert Financial Solutions, and Partnervest Advisory Services. Outside of financial advising, she is also a stock photographer with images licensed through iStock by Getty Images. Conifer Bay Capital LLC provides fee-based portfolio management and financial planning services to individuals, high net worth clients, and charitable organizations. The firm employs both discretionary and non-discretionary asset management using a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory, and it incorporates margin trading and option strategies in its investment approach.

Robert Gephart is a CFP® professional with 11 years of experience in financial advising. He is a principal at Cantlon Financial Planning LLC and also owns a web design and IT support business that he operates outside of securities trading hours. Cantlon Financial Planning LLC offers personalized financial planning and discretionary asset management to individuals, trusts, estates, and charitable organizations. The firm uses fundamental analysis and client-specific investment programs, including options strategies, and manages approximately $125 million across about 99 client relationships.

John Kosar is a financial advisor at Asbury Research LLC with Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Asbury Investment Management LLC from 2018 to 2023 and has been with Asbury Research since 2005. Asbury Research LLC provides subscription-based investment research and model portfolios to individual investors, money managers, and third-party advisers. The firm’s research focuses on growth equities, income securities, and high-yield bonds using fundamental, quantitative, and technical analysis.

Michelle Smalenberger is a CFP® and holds a Series 65 license with 14 years of industry experience. She has worked at Financial Design Studio, Inc. since 2017 and previously spent 12 years at Kabarec Financial Advisors, Ltd. Financial Design Studio, Inc. serves individuals, small businesses, and charitable organizations with portfolio management and financial planning. The firm provides additional services including personal tax preparation, business bookkeeping, and educational seminars, emphasizing long-term asset allocation and buy-and-hold strategies using mutual funds and ETFs.