John Hollahan is a Series 65-licensed financial advisor at Arlington Wealth Management with 15 years of industry experience. He has been with Arlington Capital Management since 2011. Outside of his advisory role, he is involved with the Investor Education Institute in an operational capacity and is a part-owner of Advanced Tax Reduction Group. 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 quantitative and qualitative investment strategies across multiple risk-based model portfolios.

Michael Graft is a financial advisor with Simplified Wealth Management, LLC, holding a Series 65 designation and bringing eight years of industry experience. His prior roles include positions at Significant Wealth Partners Inc. and Kingsview Asset Management. Outside of advising, he manages construction projects through MJG Construction, LLC and serves as a managing broker at The Heritage Realty Group, Inc. Simplified Wealth Management, LLC provides discretionary and non-discretionary asset management and financial planning services to individual and high-net-worth clients. The firm employs multiple analysis methods and a variety of investment strategies, including options and derivatives, and serves a small client base without requiring a minimum account size.

Jenifer Aronson is a CFA® charterholder with 12 years of industry experience. She has been with Mosaic FI LLC since 2013 and has been associated with the Mosaic FI brand since 2010. Mosaic FI LLC offers portfolio management, comprehensive financial planning, and small-business pension consulting to individuals, families, trusts, estates, and corporate clients, including high-net-worth households. The firm emphasizes long-term portfolio management supported by an Investment Policy Statement tailored to each client, utilizing a range of investment strategies and maintaining documented fiduciary allocation policies.

James Uren is a CFP® with 24 years of industry experience, currently serving as an advisor at Phase III Advisory Services, LTD since 2001. He is also affiliated with Osaic Wealth, Inc. Outside of his advisory role, he has created online content related to his personal weight loss journey, generating revenue through affiliate marketing and product sales. Phase III Advisory Services, Ltd. provides investment management, portfolio monitoring, and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $162 million in assets for about 366 clients, employing a combination of fundamental and technical analysis, risk-tolerance profiling, and periodic rebalancing across discretionary and non-discretionary portfolios.

Simon Granner is a financial advisor at PCFO Capital with nine years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Thrivent Financial and Rewired Planning, LLC. PCFO Capital provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm’s investment approach combines fundamental analysis and modern portfolio theory with a long-term trading orientation, tailoring portfolios to clients’ goals, tax considerations, and risk tolerances.

David Schlossberg is a financial advisor at Assured Advisory Group, LLC with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Purshe Kaplan Sterling Investments, National Asset Management, and Fsic. Outside of his advisory work, he is president of a tax preparation and planning business. Assured Advisory Group serves individual clients, including high-net-worth households, providing discretionary investment management and financial planning. The firm manages approximately $87 million and uses a blend of fundamental, technical, and cyclical analysis supplemented by computer-driven tools, offering diversified portfolios with ETFs, mutual funds, government securities, options, and variable annuities.

Kathleen Governale is a CFP® professional with 18 years of experience in financial advising. She is currently with Leslie Global Wealth, LLC and LPL Financial, having previously worked at Strategic Financial Advisory Services and J.W. Cole Financial, Inc. Her background includes extensive advisory roles spanning over two decades. Leslie Global Wealth serves individual and high-net-worth clients as well as trusts, estates, and charitable organizations, providing comprehensive portfolio management and financial planning. The firm uses a combination of fundamental, quantitative, and qualitative analysis to tailor portfolios and offers both discretionary and non-discretionary management across various asset classes.

Brian Malizia is a financial advisor at Lakeshore Capital Group, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms, including J.W. Cole Advisors, Inc. and Global Financial Private Capital, LLC. In addition to his advisory role, he is president and owner of Lakeshore Tax Consulting, a tax preparation business. Lakeshore Capital Group provides financial planning and discretionary portfolio management to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers comprehensive planning and tailored investment strategies that utilize a combination of in-house models, third-party providers, and a broad range of investment products.

Lawrence Strzelecki is a CFP® with 23 years of experience in financial advisory roles. He is currently with Assured Advisory Group, LLC and has previously worked at Purshe Kaplan Sterling Investments, National Asset Management, National Securities Corporation, and FSIC. Outside of his advisory work, he is licensed to sell fixed traditional insurance products. Assured Advisory Group serves individual clients, including high-net-worth households, providing discretionary investment management and financial planning. The firm employs a blend of fundamental, technical, and cyclical analysis supplemented by computer-driven analytics, managing accounts on a discretionary basis with monthly reviews.

Kathleen Leipprandt is a CFP® and ChFC® with 40 years of industry experience. She has been with Baldwin Financial Advisors, LLC since 2014 and has held roles at Equitable Advisors and Axa Advisors. Leipprandt serves on the investment committee for First United Methodist Church, guiding the management of church funds, and is a Darnall Fellow at DePauw University, advising students on career development. Baldwin Financial Advisors provides comprehensive and modular financial planning, advisory consulting, and educational seminars to individual clients, including high-net-worth individuals, and small businesses. The firm’s consultative approach focuses on client-provided data to develop tailored recommendations, while implementation and custody choices remain with clients and their custodians.

Robert Finley is a CFP® at Virtue Asset Management LLC in Barrington, IL, with 10 years of industry experience. He has been with Virtue Asset Management since 2016. Outside of his advisory role, he serves as a board member of the Barrington Chamber and as board treasurer for the Evergreen Cemetery Non Profit Association. Virtue Asset Management serves individual and high-net-worth clients through discretionary portfolio management and integrated financial planning. The firm employs a client-customized investment approach, utilizing quantitative analysis and a range of investment vehicles, including equities, fixed income, and option strategies, to address clients’ objectives and risk tolerance.

Joshua Lang is a financial advisor with Significant Wealth Partners LLC in Cary, Illinois. He holds a Series 65 designation and has five years of industry experience. His prior work includes roles at Mutual Trust Life, Brookstone Capital Management LLC, Highland Capital Brokerage, The Achievement Group, Modern Woodmen of America, and ISS Action Inc. Significant Wealth Partners serves individual, high-net-worth, and corporate clients by providing discretionary portfolio management and financial planning. The firm utilizes a blend of fundamental, quantitative, technical, and modern portfolio theory analyses to construct portfolios, employing long-term trading, options strategies, and selective use of leveraged and inverse ETFs.

Edward Downey Jr. is the sole advisor at DFG Wealth Management, LLC in Bartlett, Illinois, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been associated with Downey Financial Group, Inc. since 2003 and has held roles at Advisors Excel and DFG Wealth Management since 2011. Outside of advisory work, he is involved in fixed insurance sales and tax preparation. DFG Wealth Management provides investment management and financial planning primarily to individual and high-net-worth clients, offering both discretionary portfolios and access to third-party money managers. The firm employs a blend of fundamental and technical analysis with active sector rotation and various investment strategies, managing approximately $65 million for about 143 clients in a single-advisor setting.

Brock Von Holt is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. He has worked at Von Holt Financial Advisors, Inc. since 2018. Von Holt Financial Advisors is an independent, fee-only registered investment adviser that provides discretionary portfolio management and ongoing financial planning to individual and trust clients. The firm manages approximately $107 million, employs a Modern Portfolio Theory investment framework, and primarily uses no-load mutual funds and ETFs.

John Bever is a financial advisor with Phase III Advisory Services, LTD, holding a CFP® designation and a Series 63 license, with 42 years of industry experience. He has been with Phase III Advisory Services since 1984 and also associated with Osaic Wealth, Inc. since 1989. Bever provides life insurance illustrations and solutions and serves as a notary public offering services to clients. Phase III Advisory Services, Ltd. offers discretionary and non-discretionary investment management, portfolio monitoring, and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $162 million in assets for around 366 clients using tailored portfolios that combine fundamental and technical analysis, with options including advisor-managed portfolios and a Unified Managed Account.

Brian Vogler is a CFA® charterholder with three years of industry experience. He is currently with Highview Capital Management, LLC, where he has worked since 2022. His prior experience includes roles at Holman, Fitch Ratings, and Wheels, Inc. Highview Capital Management provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a variety of analytical methods to implement asset-allocation strategies tailored to client goals and risk tolerance, managing approximately $363.6 million in regulatory assets.

David Janello is a CFA® charterholder with two years of experience as a financial advisor at Black Elm Advisers, LLC. He has worked at CME Group since 2015 and has been president of Argon Technology Group, Inc., an investment technology firm, since 1986. Black Elm Advisers provides discretionary investment management to individual and high-net-worth clients, employing a mix of fundamental and quantitative analysis across a range of strategies including long and short positions, margin trading, and options, with ongoing portfolio monitoring and rebalancing.

Mark Schwartz is a financial advisor with Estate & Trust Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Re-Direct Securities Corp. since 2001 and with Estate & Trust Advisors since 1997. In addition to advisory services, he is involved in fixed insurance products. Estate & Trust Advisors serves individual and high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and other business entities. The firm offers custom portfolio management using a strategic core-and-satellite approach and provides wealth management, financial planning, and participant consulting services.

Phillip Guerrero is a CFP® professional with 28 years of industry experience. He is a financial advisor at PMG Wealth Management, where he has worked since 2017, and also maintains a longstanding affiliation with LPL Financial since 2007. Guerrero holds Series 63 and Series 66 licenses and serves as a trustee for the PMG Wealth Management 401(k) Plan. He is also a licensed Illinois notary public. PMG Wealth Management serves individuals, trusts, estates, and business owners with discretionary investment management, financial planning, and retirement-plan consulting. The firm manages customized portfolios using a combination of fundamental, technical, and charting analysis, and offers named strategies such as the “Advance & Protect” approach, blending in-house management with third-party referrals and fiduciary consulting.

Christopher Barberini is a financial advisor at Lakeshore Capital Group, Inc. with 14 years of industry experience. He holds a Series 66 designation and has previously worked at J.W. Cole Advisors, INC., Global Financial Private Capital LLC, and Horner Tax Advisory Group. Outside of advisory work, he provides tax preparation and consultation services as an independent contractor. Lakeshore Capital Group, Inc. offers financial planning and discretionary portfolio management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm combines fundamental and technical analysis to create tailored asset allocations across various investment types and incorporates both in-house and third-party model portfolios.