Todd Gambit is a CFP®-certified financial advisor with nine years of industry experience. He is the founder of Gambit Asset Management in Northbrook, IL, where he has worked since 2018. Prior to establishing his firm, he held roles at Quantum Private Wealth, CrossCountry Mortgage, Guaranteed Rate, and Chicago Partners Wealth Advisors. In addition to his advisory work, Gambit is a licensed loan officer at CrossCountry Mortgage. Gambit Asset Management serves individual and high-net-worth clients with portfolio management and financial planning, including family office and pension/profit-sharing plan services. The firm employs customized strategies using a range of model portfolios and incorporates fundamental, technical, and modern portfolio theory analysis, offering both discretionary and non-discretionary advisory arrangements.

William Keffer is a CFP® and ChFC® with 20 years of experience in financial planning, operating Keffer Financial Planning since 2007. His background includes extensive work in life, annuity, and insurance businesses. Keffer Financial Planning serves individuals, trusts, estates, charitable organizations, small businesses, and professionals, offering financial planning and investment consultation. The firm emphasizes a long-term, buy-and-hold investment approach using asset-allocation models and provides services on an hourly or project basis without custodial management of client assets.

Mark Miller is a CFA® charterholder with eight years of industry experience. He is the sole advisor at BlueView Investment LLC, where he has worked since 2017. Prior to founding BlueView, he held positions at Crystal Rock Capital Management and William Blair & Company L.L.C., where he worked for 17 years. BlueView Investment LLC provides advisory services to individuals, high-net-worth clients, pooled investment vehicles, charitable organizations, and business entities. The firm focuses on equities using fundamental analysis and employs long-term and short-term trading strategies, including short sales, with an emphasis on discretionary portfolio management aligned with clients’ investment policies.

Stuart Mcdermott is a CFA® charterholder and the sole advisor at Defender Asset Management LLC in Evanston, IL, with six years of industry experience. He previously worked as a self-employed advisor and spent sixteen years at Holland Capital Management. Defender Asset Management provides investment advisory and financial planning services to individuals, trusts, closely held businesses, and pension or profit-sharing plans. The firm coordinates with third-party investment managers who execute client strategies, focusing on diversified manager allocations and ongoing performance monitoring rather than discretionary trading.

David Raub is a financial advisor at Outlook Capital Management, LLC in Arlington Heights, IL, holding a Series 65 designation with 21 years of industry experience. He has been with Outlook Capital Management since 2004. Outlook Capital Management is a small, discretionary advisory firm managing portfolios primarily for individual and high-net-worth clients. The firm employs a fundamental analysis-based, concentrated long-term equity strategy focused on financially strong, large-cap U.S. companies, with portfolios managed on a discretionary basis and tailored to client objectives and risk tolerance.

Scott Scherrer is a financial advisor at Scherrer Financial Services with 21 years of industry experience. He holds a Series 65 designation and has operated his independent practice since 2004. Scherrer Financial Services provides investment management and financial planning primarily for individual clients. The firm employs a bottom-up, buy-and-hold investment approach tailored to client-specific objectives, incorporating portfolio construction with stocks, bonds, annuities, and CDs, alongside retirement, tax, and estate planning advice.

John Cox is the sole advisor at Cox Financial Group, Ltd. in Schaumburg, IL, holding a Series 63 designation with 37 years of industry experience. His career includes long-term involvement with Equity Property Management, LLC, Cox, Oakes & Associates, Ltd., and Financial Equity Associates, Inc. Outside of advisory work, he is involved in affiliated legal and real estate-related entities that sponsor and manage real estate limited partnerships, acting as a general partner in some offerings and providing related property-management and brokerage services. Cox Financial Group provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, and limited partnerships. The firm focuses on discretionary portfolio management across various asset classes, estate and retirement planning, and tax-related services, tailoring recommendations based on a comprehensive review of each client’s financial situation.

David Fortosis is a CFP® with 13 years of industry experience, currently serving as the sole advisor at Heritage Wealth since 2021. His prior experience includes roles at LPL Financial LLC and Northwestern Mutual in various capacities related to wealth management and insurance. He is also a licensed insurance agent involved in insurance sales. Heritage Wealth is an independent registered investment adviser managing approximately $37 million for individual and high-net-worth clients. The firm offers subscription financial planning, discretionary portfolio management using model portfolios with customization, and financial consulting services, incorporating strategic and tactical asset allocation alongside modern portfolio theory.

John Maguire is the sole advisor at Maguire Asset Management, LLC, an independent firm based in Oak Brook, IL. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Maguire has been with Maguire Asset Management since 2004, overseeing both portfolio management and pension consulting services. Maguire Asset Management provides portfolio management for individual clients and pension consulting for plan sponsors, including 401(k), profit-sharing, trusts, estates, and charitable organizations. The firm combines fundamental, technical, quantitative, and qualitative analysis with asset allocation, trading strategies, and specialized pension consulting services such as Investment Policy Statement preparation and participant educational workshops.

Michael Trekas is a financial advisor with The Meridian Business Group, Ltd, where he has worked for 24 years. He holds Series 63 and Series 65 licenses and operates as an independent insurance agent in addition to his advisory role. The Meridian Business Group provides services to individuals, trusts, pension and profit-sharing plans, and business entities, offering discretionary portfolio management and non-discretionary financial planning. The firm emphasizes customized advice based on each client’s financial situation and employs a disciplined investment approach focusing on strategic asset allocation and periodic rebalancing.

Aron Routman is a financial advisor at Foresight Strategic Partners, LLC in Evanston, IL, holding a Series 65 designation with seven years of industry experience. He has been with Foresight Strategic Partners since 2017 and has also operated Routman Asset Management since 2001. Foresight Strategic Partners primarily serves individual and high-net-worth clients with discretionary portfolio management, managing approximately $10.5 million across 32 client relationships. The firm employs proprietary research focused on large-cap equities and utilizes option strategies, including longer-dated options and multi-leg spreads, alongside cash equity positions. Its performance-based fee arrangements and concentrated client base distinguish its investment approach.

Lorrie Minor is a CFA® charterholder with 26 years of industry experience, currently serving as the sole advisor at Cardinal Mark LLC since 2007. She holds Series 65 and Series 66 licenses. Outside of financial advising, she is the Chief Accounting Officer and Controller at NYRC Management, LLC, a fast casual dining company. Cardinal Mark LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $11.3 million across 21 accounts. The firm employs a mix of quantitative optimization, computer modeling, and technical analysis to construct portfolios tailored to clients’ financial situations and risk tolerances.

Daniel Henry is a financial advisor at Endeavor Capital Management, LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Securities from 2007 to 2019 before joining IHT Wealth Management LLC in 2020. Outside of investment management, he is involved in training and onboarding new hires at Vedder Price, PC. Endeavor Capital Management provides discretionary investment management and sub-advisory services to high-net-worth individuals, legal entities, corporations, and other registered investment advisers. The firm employs a combination of fundamental valuation, technical analysis, and dividend-growth assessments to manage concentrated, long-term equity portfolios alongside passive asset allocation strategies.

Jerry Sjostrom is the principal of Sjostrom Financial Planning Inc. in Oak Park, IL, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Sjostrom Financial Planning since 2002 and also has a long tenure at THE O.N. Equity Sales Company beginning in 1995. Sjostrom Financial Planning Inc. offers comprehensive financial planning and investment advisory services to individual clients, pension and profit-sharing plans, corporations, charities, estates, and trusts. The firm follows a client-specific planning process emphasizing diversified asset allocation and incorporates pension consulting alongside individual wealth management.

Christine Everett Frantonius is the principal of Everett Wealth Solutions, Inc., an independent advisory firm. She holds Series 63 and Series 65 licenses and has 25 years of experience in the financial industry. Prior to her current role, she has been affiliated with Abraham & Co., Inc. since 2020 and has managed Everett & Associates, Inc., an insurance brokerage, since 1998. She serves as president and independent insurance agent of Everett & Associates, offering life, disability, long-term care insurance, and fixed annuities. Everett Wealth Solutions provides retirement, financial, estate, and college planning along with discretionary portfolio management for a diverse client base including retirees, professionals, families, and small businesses. The firm follows a documented four-step review process to develop individualized financial plans and model portfolios, managing client accounts primarily through securities available on the client’s custodian platform.

Preston Appleby is the sole advisor at Appleby Advisory LLC in Evanston, IL. He holds Series 63 and Series 65 credentials and has 11 years of industry experience, in addition to 21 years as a self-employed professional. Appleby Advisory LLC serves individual investors, trusts, estates, charitable organizations, and various business entities by referring clients to Geneva Advisors LLC for portfolio management. The firm functions as a referral intermediary and does not directly manage client accounts or hold custody of funds.

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.

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 with five years of industry experience. He is the sole advisor at Considerate Capital, LLC, an independent firm he founded after five years running Mangoubi Advisory. Considerate Capital serves individuals, high-net-worth clients, and various institutional entities by providing outsourced chief investment officer services, customized portfolio management, investment research, and consulting. The firm employs an intrinsic value–oriented, opportunistic value-investing approach with a long-term horizon and emphasizes institutional-grade due diligence, complex investments, and educational seminars.

Robert Mesch is a CFP® with 38 years of industry experience. He is the principal of Intuitive Wealth Management, LLC, an independent advisory firm he has led since 2018, following 17 years at Linsco/Private Ledger Corp operating under the same dba. He is also a licensed insurance agent. Intuitive Wealth Management serves individual clients by providing tailored investment advisory and asset management services, including discretionary and non-discretionary managed accounts. The firm customizes portfolios based on clients’ goals and risk tolerances, employing various strategies and conducting quarterly account reviews directly by the principal.