Paul Brandwein is a financial advisor at PCFO Capital with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including First Trust Advisors L.P. and Capital Integration Systems, 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.

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.

Charles Brown III is a financial advisor at CB3 Financial Group, Inc. in Glen Ellyn, Illinois, with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has been with CB3 Financial Group in various capacities since 2006. The firm provides investment management and wealth-planning services to individuals, families, business entities, and nonprofit organizations. CB3 offers discretionary portfolio management through several programs that utilize fundamental, technical, and quantitative analysis, including an aggressive strategy focused on global equities and emerging companies in generative artificial intelligence.

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.

Mary Kilberg is a financial advisor with Masus Financial Group, LTD. in Batavia, Illinois, holding Series 63 and Series 66 credentials with 16 years of industry experience. She has been affiliated with Masus Financial Group and LPL Financial since 2005. Kilberg also serves as a Notary Public. Masus Financial Group provides wealth management and advisory services to individuals, trusts, estates, and businesses, utilizing a primarily long-term investment approach that incorporates fundamental and technical analysis. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services.

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.

Lisa Conrath Bova is a financial advisor at Lenity Financial, Inc. with 22 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has been with Lenity Financial since 2016. Outside of her advisory work, she is a senior independent consultant for BeautyCounter and a partner and blogger for Simply Better Choices, a health and wellbeing blog. Lenity Financial, Inc. is a fee-only, state-registered investment adviser serving high-net-worth individuals, business owners, professionals, families, trusts, estates, and select institutional clients. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement plan consulting with participant education, using strategic, diversified allocations tailored to clients’ objectives, risk tolerance, and tax situations.

Katherine Kennedy is a financial advisor at Baldwin Financial Advisors, LLC with one year of industry experience. She holds a Series 66 designation and has worked at both Baldwin Financial Advisors and Equitable Advisors, LLC. Prior to her financial advisory roles, she held positions in the restaurant industry and worked at Ohio University. Baldwin Financial Advisors serves individual clients, families, and small businesses by providing personalized financial planning, modular “a la carte” planning, and advisory consulting. The firm follows a consultative, modular planning process and does not provide discretionary portfolio management or maintain custody of client assets.

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.

John Heneghan is a financial advisor at Servant Financial, Ltd. with 21 years of industry experience. He holds a Series 65 designation and has been with Servant Financial since 2004. Servant Financial provides personalized investment management for individuals, trusts, family offices, and various institutional clients, with a particular focus on advising Opportunity Zone farmland funds and alternative investments. The firm emphasizes risk management through diversified, tax-efficient portfolios and employs AI-assisted research tools, managing approximately $143.6 million in regulatory assets under management as of 2025.

Darin Roth is a financial advisor with Cambier Capital, LLC, holding a Series 66 designation and 11 years of industry experience. He has previously worked at 2642 Capital, LLC, Stenger Tax Advisory, LLC, Stenger Family Office, LLC, Morgan Stanley, and Guggenheim Investments. Roth is a co-founder and former operational manager of Stenger Tax Advisory LLC, a certified public accounting firm. Cambier Capital provides wealth management and investment services to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, corporations, and business entities. The firm offers customized portfolios using mutual funds, ETFs, individual equities, and fixed-income securities, employing a long-term investment approach alongside fundamental and technical analysis.

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 ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at Apollon Wealth Management, Piershale Financial, and Triad Advisors Inc. Barzideh & Nadeau Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and business entities, providing portfolio management, financial planning, and consulting. The firm employs a multi-disciplinary investment process and offers access to a broad range of strategies, including alternative investments, margin, and options.

Todd Masus is a CFP® professional with 28 years of experience in the financial industry. He has worked at LPL Financial since 2000 and has been with Masus Financial Group, Ltd. since 2015. In addition to his advisory roles, he provides notary services to his clients on a volunteer basis without charge. Masus Financial Group offers wealth management and advisory services to individuals, trusts, estates, and businesses, focusing on long-term investment strategies supported by a combination of fundamental, technical, cyclical, behavioral, and charting analyses. The firm manages discretionary and non-discretionary portfolios using diverse investment vehicles and sponsors its own wrap fee program.

Austin Kight is a financial advisor at Cambier Capital, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including 2642 Capital, LLC, ALPS Distributors, Inc., PT Asset Management LLC, Performance Trust Capital Partners LLC, Innovator Capital Management, Foreside Fund Services, LLC, and Weber Shandwick. Cambier Capital provides continuous wealth and investment management services to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, corporations, and other business entities. The firm offers customized portfolios using mutual funds, ETFs, individual equities, and fixed-income securities, employing a primarily long-term investment approach with flexibility to adjust based on client objectives or market conditions.

Ryan Finn is a financial advisor at Apis Financial Group, LLC with 12 years of industry experience. He holds Series 66, Series 65, and Series 63 licenses and has worked at firms including E*Trade Securities and Great Point Capital. Finn is also president of Command Financial Group LLC, a mortgage brokering business. Apis Financial Group provides investment management and financial planning services to individual clients, including high-net-worth households. The firm employs a disciplined approach using asset allocation, fundamental and technical analysis, and Modern Portfolio Theory principles, offering fee-only services with no account minimums.

Jeremiah Yi is a financial advisor with Cambier Capital, LLC in Wheaton, IL. He holds Series 63 and Series 66 licenses and has four years of industry experience. His prior roles include positions at PT Asset Management LLC, Performance Trust Capital Partners LLC, and ALPS Distributors, Inc. Cambier Capital provides wealth management and investment services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm offers customized portfolios typically consisting of mutual funds, ETFs, individual equities, and fixed-income securities, employing a long-term investment approach combined with fundamental and technical analysis and independent third-party manager oversight.

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 held roles at Significant Wealth Partners LLC, Capital Management Consultants, and other firms. In addition to advisory services, 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, offering portfolio management across various asset classes and one-time financial planning with ongoing oversight. The firm employs a tailored investment approach that integrates asset allocation, technical analysis, and may utilize third-party sub-advisors, supported by proprietary AI and machine-learning tools.

Peter Soltesz is a financial advisor with Apis Financial Group, LLC, holding Series 63, 65, and 66 designations and over 31 years of industry experience. His prior roles include positions at Waddell & Reed, Inc. and Count Consulting, LLC. Outside of finance, he serves as president of the Cook-Dupage County Beekeepers Association. Apis Financial Group provides investment management and financial planning services to individual clients, including high-net-worth households. The firm employs a blend of fundamental, technical, and cyclical analysis along with Modern Portfolio Theory principles to build diversified portfolios, offering both comprehensive and targeted planning engagements.

Brian Green is a financial advisor at Capital Management Group, Inc. in St. Charles, IL, holding a Series 65 designation with 24 years of industry experience. He has been with Capital Management Group since 2001. Capital Management Group, Inc. provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, businesses, and employee benefit plans. The firm employs a buy-and-hold investment approach with a focus on conservative fixed-income management, serving both retail and certain institutional-style clients.