Christine Everett Frantonius is the principal of Everett Wealth Solutions, Inc. and holds Series 63 and Series 65 licenses, with 26 years of experience in the financial services industry. She has worked at Abraham & Co., Inc. and has been involved with Everett Wealth Solutions since 2008 as well as Everett & Associates, Inc. since 1998, where she also serves as president of an insurance brokerage agency. Everett Wealth Solutions provides retirement, financial, estate, and college planning along with discretionary portfolio management for a range of clients including retirees, working professionals, high-net-worth individuals, trusts, and small businesses. The firm employs a documented four-step review process to create individualized financial plans and manages client accounts primarily through securities available on the client's custodian platform, also offering educational seminars, newsletters, and an encrypted client portal.

Jack Lubecker is the sole advisor at Integrity Investment Management with 36 years of experience in the financial industry. He holds Series 63 and Series 65 designations and previously worked at LPL Financial from 2008 to 2017 before joining Integrity Investment Management in 2017. Integrity Investment Management is a state-registered investment adviser serving individuals, high-net-worth clients, and charitable organizations. The firm offers investment management, referrals to third-party managers, and financial planning, employing both passive and active strategies tailored to clients’ specific objectives and risk tolerances.

Herbert Lichtman is a financial advisor at Arena Consulting, LLC with 15 years of industry experience. He holds a Series 65 designation and has led Arena Consulting since 2009. Outside of advisory work, he serves in a general oversight role for Continuity, LLC, a special-purpose entity involved in investment and consulting activities. Arena Consulting advises family offices and high-net-worth individuals on private investments connected to high-stakes civil litigation, particularly in intellectual property disputes within the software, semiconductor, and biotech sectors. The firm presents non-discretionary, transaction-by-transaction opportunities and emphasizes the risks and timeframes associated with litigation-related investments.

Jeffrey Roberts is a CFA® charterholder and holds a Series 66 license with 25 years of industry experience. He has worked at North Forty Investment Advisors LLC since 2019 and previously spent 13 years at J.P. Morgan Chase Bank, NA. North Forty Investment Advisors LLC serves individual and high-net-worth clients, including IRAs, trusts, foundations, and estates. The firm offers wealth advisory, discretionary and non-discretionary portfolio management, and project-based financial consulting, emphasizing asset allocation and third-party manager selection through tiered service levels.

Joshua Mangoubi is a CFA® charterholder and the sole advisor at Considerate Capital, LLC, with six years of industry experience. He previously operated Mangoubi Advisory for five years before founding his current firm in 2020. Considerate Capital provides retirement-focused wealth management and financial planning to pre-retirees, retirees, business owners nearing a sale, surviving spouses, and multi-generational families, including related trusts, estates, and business entities. The firm employs an intrinsic value–oriented investment philosophy, using a range of techniques and investment vehicles tailored to client objectives, and also offers research and consulting services such as fund due diligence and portfolio construction for institutional-type clients.

Luke Sauter is a PFS™ credentialed financial advisor with two years of industry experience. He is the sole advisor at Vidarrow Investment Advisors and previously worked at Walgreens Boots Alliance for eight years. Vidarrow Investment Advisors is a fee-only independent firm serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm provides discretionary portfolio management, comprehensive financial planning, and retirement plan consulting, emphasizing employer retirement-plan services and integrating a variety of investment strategies within a modern portfolio theory framework.

Robert Mitchell is a CFA® charterholder with six years of industry experience. He has worked at BNY Mellon from 2013 to 2018 and has been with Dukes Lane Investments LLC since 2019. Mitchell holds a Series 63 license and operates out of Lincolnshire, IL. Dukes Lane Investments provides investment management and financial consulting services to individuals, trusts, and estates, including high-net-worth clients. The firm employs a tailored approach using quantitative optimization, technical analysis, and third-party research, with a primary focus on non-discretionary portfolio management and strategies such as hedging, covered calls, and managing concentrated stock positions.

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.

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.

Richard Vandersande is the sole advisor at Smart Stewardship Advisors in Lake in the Hills, IL, holding Series 63 and Series 65 credentials with 21 years of industry experience. He has operated his own practice since 2005 and has been involved with The Stewardship Alliance, LLC since 2001, which provides stewardship planning based on biblical principles. He also serves as Vice President of Benefit Alliance, Incorporated, a company offering group discounts and benefits. Smart Stewardship Advisors delivers financial planning, coaching, and wealth management services to individuals, trusts, estates, charitable organizations, and businesses, with a focus on donors and Christian ministries. The firm employs a diagnostic approach called the “BALTIC” gap analysis and works primarily in a non-discretionary advisory capacity, coordinating with third-party portfolio managers who manage ETF-based model portfolios.

Jerry Keaton is the sole advisor at Keaton Capital Management L.L.C. in Barrington, IL, holding Series 63 and Series 65 licenses with 37 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Keaton Capital Management since 2014. Keaton Capital Management provides portfolio management and advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and pension plans. The firm constructs diversified portfolios based on fundamental, technical, and cyclical analysis, emphasizing risk management and time horizon alignment, with regular account monitoring and formal portfolio reviews.

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.

Abigail Hoon is a financial advisor at Phase III Advisory Services, LTD with two years of industry experience. She holds a Series 66 designation and has worked at multiple firms, including Osaic Wealth, Inc. and Matrix Design LLC. Outside of advising, she is also licensed as an insurance agent. Phase III Advisory Services serves individuals, trusts, estates, charitable organizations, and business entities by providing asset management, financial planning, and portfolio analysis. The firm employs a combination of model portfolios, direct securities, and derivative strategies, and utilizes multiple planning platforms to support its small advisory team.

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.

David Valenti is a CFP® professional at Virtue Asset Management LLC with six years of industry experience. Prior to joining Virtue in 2020, he worked for 30 years at Bank of America Private Bank. He is also a licensed attorney in the State of Illinois, currently non-practicing and uncompensated in that capacity. Virtue Asset Management serves individual and high-net-worth clients through discretionary portfolio management and integrated financial planning, focusing on customized investment strategies that incorporate risk tolerance, tax, and estate considerations. The firm manages just over $200 million in assets with a small advisory team and utilizes a variety of investment vehicles, including derivatives when suitable.

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.