Joshua Lelah is a CFP® professional with 20 years of experience in the financial services industry. He founded Lelah Financial, LLC in 2018 after working three years at Ameriprise Financial Services, Inc. He is also licensed as an insurance agent and provides insurance products and services through unaffiliated issuers. Lelah Financial, LLC offers financial planning and portfolio management to individuals, high-net-worth clients, and small businesses. The firm uses a Core + Satellite investment approach combining passive indexed core holdings with select active positions and provides retirement-plan advice, modular planning, and business consultation.

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.

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 Couleur is the sole advisor at Couleur Investments in Wilmette, Illinois, holding a Series 65 designation with five years of industry experience. He has managed Couleur Investments since 2020 and previously operated under his own name from 2000 to 2022. Couleur Investments provides investment management and standalone financial planning services to individuals, families, trusts, estates, foundations, charitable organizations, and business entities. The firm employs a top-down investment approach focusing on high-quality growth and undervalued securities, incorporating fundamental, technical, cyclical, and event-driven analysis with a long-term holding strategy.

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.

James Malinowski is a CFP® professional with 30 years of industry experience. He is the principal of The JM Financial Planning Group, Ltd. in Mundelein, IL, where he has worked since 1991. His background includes roles at United Planners' Financial Services and ownership of his own advisory and insurance businesses. The JM Financial Planning Group, Ltd. provides portfolio management and comprehensive financial planning primarily for individuals and high-net-worth clients. The firm offers discretionary and non-discretionary asset management, written financial plans, and advice on employer-sponsored retirement accounts, using documented goals and risk-tolerance assessments to guide client strategies.

Richard Ford is a financial advisor at Lloyd Park, LLC in Wilmette, IL, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has been with Lloyd Park since 2014. Lloyd Park, LLC is an independent firm providing discretionary asset and portfolio management primarily to individuals, high-net-worth clients, and related trusts and estates, with $167.3 million in assets under management. The firm tailors investment programs to client objectives and risk tolerance, employing a range of investment vehicles and quantitative analysis, and also serves charitable organizations within its account policies.

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.

Deidre Mcclurg is the sole advisor at Stoken Asset Management LLC, an independent firm based in Winnetka, IL. She holds Series 63 and Series 65 licenses and has 12 years of industry experience. Mcclurg has led Stoken Asset Management since its inception in 2013. Stoken Asset Management provides discretionary portfolio management and investment supervisory services primarily to individual and high-net-worth clients. The firm employs a combination of fundamental analysis, technical charting, and cyclical methods within a framework defined by written Investment Policy Statements.

Abigail Hoon is a financial advisor at Phase III Advisory Services, LTD with one year of industry experience. She holds a Series 66 designation and has work history including roles at Osaic Wealth, Inc. and Matrix Design LLC. Outside of advisory work, she is also active as an insurance agent. Phase III Advisory Services serves individuals, trusts, estates, charitable organizations, and business entities by providing asset management through its Vision2020 Wealth Management Platform, financial planning, and portfolio analysis services. The firm employs an active management approach guided by asset allocation tools and an in-house investment committee, combining model portfolios with direct-security and derivative strategies.

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.

Ryan Zentz is a financial advisor with PMG Wealth Management who holds the Series 66 designation and has three years of industry experience. Prior to joining PMG Wealth Management, he held roles at LPL Financial and has experience outside finance including work with DoorDash. PMG Wealth Management serves individuals, trusts, estates, and business owners, offering discretionary investment management, financial planning, and retirement-plan consulting. The firm manages customized portfolios using fundamental, technical, and charting analysis, combining in-house management with outside managers to meet varied client needs.

Bronwyn Mirretti is a CFP® professional with 25 years of industry experience, currently serving at Mirretti Perryman Wealth Strategies, LLC. She has worked with the firm and its predecessors since 2016 and is also an independent insurance agent. Bronwyn serves as a school board member, a role she has held since 2018. Mirretti Perryman Wealth Strategies, LLC provides discretionary portfolio management, financial planning, and retirement plan services to individuals, trusts, and retirement plans, including high-net-worth clients. The firm builds customized, risk-based, and tax-aware portfolios using modern portfolio theory and quantitative methods, supplementing in-house advice with third-party managers and operating as a wrap fee program sponsor.