Nathaniel Kuhn is a financial advisor at Kuhn Wealth Management Inc. with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Kuhn Wealth Management since 2013, with prior experience at Concorde Investment Services and DAI Securities. He also serves as president of Chicagoland 1031 Exchange, advising on 1031 exchanges. Kuhn Wealth Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a wrap-fee only model, using fundamental, technical, and quantitative analysis alongside modern portfolio theory, offering ETF-based strategies and access to third-party managers and platforms.

Alexander Arellano is a financial advisor at Lakeshore Capital Group, Inc. with 14 years of industry experience. He holds Series 63, 65, and 66 licenses and serves as Director of Tax and Financial Planning at Lakeshore Tax Consulting Group, Inc., where he manages tax preparation tasks. His work history includes roles at Commonwealth Financial Network and Clean Slate Bookkeeping and Tax. Lakeshore Capital Group, Inc. is an SEC-registered investment adviser that provides financial planning and discretionary portfolio management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers services including tax analysis, retirement and estate planning, insurance analysis, and education savings planning, utilizing both fundamental and technical analysis to tailor asset allocations to client objectives and risk tolerance.

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.

Katherine Kennedy is a financial advisor at Baldwin Financial Advisors, LLC with two years of industry experience. She holds the Series 66 designation and has previous experience working at Equitable Advisors. Baldwin Financial Advisors serves individual and small-business clients by providing modular financial planning, advisory consulting, and educational seminars. The firm focuses on consultative financial planning without offering portfolio management services, emphasizing diversification and coordination with tax and legal professionals.

Kyle Hoskins is a financial advisor with American Community Wealth Management, LLC, holding a Series 66 designation. He has been with the firm since 2024 and has experience working with Osaic Wealth, Inc. Outside of his advisory roles, he has worked in hospitality at Snuggery River Roadhouse and held positions at The University of Iowa and McHenry County College. American Community Wealth Management provides investment advisory and financial planning services to individuals, business owners, corporations, and charitable organizations. The firm uses a multi-platform investment model combining third-party managed programs and advisor-managed portfolios, delivering services tailored to client objectives, risk tolerance, and asset allocation.

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.

Nicklaus Streit is a CFP® with six years of industry experience, currently serving as an advisor at Highview Capital Management, LLC since 2020. Prior to this, he worked at BMO Private Bank for five years. Highview Capital Management LLC provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a variety of analytical methods to implement asset allocation strategies and emphasizes ongoing monitoring and rebalancing tailored to clients’ goals and risk tolerance.

Daniel Peters is a CFP® professional with 20 years of experience in financial advising. He has worked at several firms, including Securian Financial Services and Gcg Financial, before joining Prism Planning Partners in 2018. He holds the Series 66 designation and is based in Libertyville, Illinois. Prism Planning Partners is a registered investment adviser managing approximately $241.5 million for individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, utilizing diversified, passively managed mutual funds and ETFs, complemented by multiple third-party managers and services for portfolio construction and oversight.

Kevin Mccloskey is a CFA® charterholder and an investment advisor at SCV Capital LLC with six years of industry experience. He has worked at SCV Capital since 2021 and previously spent 13 years at PPM America Inc. SCV Capital LLC provides discretionary and non-discretionary investment management primarily to pooled investment vehicles and institutional clients such as banks, pension funds, and nonprofit organizations. The firm focuses on fundamental analysis for public equities and thorough reviews of private securities, emphasizing long-term strategies while allowing for shorter-term adjustments based on client needs.

Brett Leahy is a financial advisor at Echelons Capital, LLC with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at firms including Phase Line Capital, LLC and Goldman Sachs & Co. LLC. Leahy is also the founder and COO of American Heartland Corporation, an e-commerce apparel retail business. Echelons Capital, LLC manages discretionary assets for a small, primarily high-net-worth client base, offering portfolio management and financial planning services. The firm uses model portfolios and third-party managers, including a sub-advisor employing systematic long/short equity strategies with leverage and derivatives.

Kevin Noonan is a CFP® with 25 years of experience in the financial services industry. He is a Vice President and Investment Advisor Representative at American Community Wealth Management, LLC, where he has worked since 2003. Prior to this, he held roles with Triad Advisors, Inc. and Northern Trust Securities, Inc. Outside of his advisory work, Noonan serves as a voting board member of the Family Health Partnership Clinic, a 501(c)(3) healthcare organization. American Community Wealth Management provides investment advisory and financial planning services to individuals, business owners, corporations, charitable organizations, and pension and profit-sharing plans. The firm uses a multi-platform investment approach that includes third-party managed and advisor-managed portfolios tailored to client objectives, risk tolerance, and asset allocation.

Brian Atkins is a financial advisor with Significant Wealth Partners LLC in Cary, IL, holding a Series 65 designation and 12 years of industry experience. He has worked with firms including Heritage Strategic Wealth, LLC, Wealth Builder Funds LLC, Kingsview Asset Management, and has been managing Atkins & Associates since 2007, where he serves as CEO and operates exempt hedge funds. Atkins is also a licensed insurance agent and offers related advisory services through his firm. Significant Wealth Partners serves individual, high-net-worth, and corporate clients by providing discretionary portfolio management and financial planning. The firm employs a multi-faceted investment process that incorporates fundamental, quantitative, technical, and modern portfolio theory analyses, offering diversified strategies including managed accounts, options, and selective use of leveraged ETFs.

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.

Michele Bush is a CFP® and Series 65-registered financial advisor with 10 years of industry experience. She is currently with Prospect Financial Group LLC and previously worked at Savant Wealth Management for four years and Baril Advisors LLC for seven years. Prospect Financial Group provides fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, and retirement plans. The firm employs a strategic asset-allocation framework with selective use of separately managed accounts for stock allocations, along with documented processes for monitoring and transitioning separate managers.

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.

Paul Linzer is a financial advisor at Kenora Financial, LLC, holding a Series 65 credential with 27 years of industry experience. He has been with Invesco, LLC since 1990. Kenora Financial serves individual clients, including high-net-worth households, providing financial planning, investment counseling, retirement and estate planning, tax-related advice, and customized portfolio management. The firm’s investment approach focuses on customized separately managed accounts with concentrated equity positions diversified across multiple industries, using Value Line research and tax-aware rebalancing.

Mark Sansoterra is a CFA® charterholder with five years of industry experience, currently serving as an advisor at Highview Capital Management, LLC since 2020. Prior to this, he worked at BMO Private Bank from 2001 to 2020. Highview Capital Management LLC provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a range of analytical methods to implement asset-allocation strategies tailored to client goals and risk tolerance, managing approximately $363.6 million in regulatory assets across a small advisory team.

Brian Owen is a financial advisor with Bjo Wealth Management LLC in Arlington Heights, IL, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at Bjo Wealth Management since 2013, following tenures at Charles Schwab and Morgan Stanley DW Inc. Bjo Wealth Management provides discretionary and non-discretionary portfolio management and financial planning services primarily to high-net-worth individuals, trusts, estates, and corporations. The firm emphasizes diversified investment strategies tailored to client objectives and manages approximately $26.5 million across 60 client relationships.

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.