Adam Wilson is a Series 65-licensed advisor at Stabile Investment Management with one year of industry experience. His prior work includes roles at Sevita Health, Anixter - Wesco, Surgical Care Affiliates, and DeVry University. Stabile Investment Management serves individual and high-net-worth clients by providing discretionary and non-discretionary portfolio management and investment consulting. The firm emphasizes diversification and fundamental analysis within a documented Investment Policy Statement, regularly reviews portfolios, and generally avoids IPOs, SPACs, and cryptocurrencies.

Giacomo Manfredini is a financial advisor at FMI Financial, Ltd. with a Series 65 designation and one year of industry experience. Prior to joining FMI Financial in 2026, he worked at GoldStone Financial Group and has educational experience at Elmhurst University and Nazareth Academy. FMI Financial, Ltd. provides investment advisory services to institutional investors, high-net-worth individuals, corporate retirement plans, trusts, and estates. The firm offers discretionary portfolio management, investment consulting, and financial planning, emphasizing a long-term, diversified approach and individualized Investment Policy Statements.

Michael Madden is a financial advisor at Madden Funds Management with 26 years of industry experience. He holds a Series 65 designation and has been with Madden Funds Management since 1994. The firm provides financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. Madden Funds Management focuses on tailored investment programs using asset-class funds managed primarily by Dimensional Fund Advisors, supplemented by Fidelity funds, with an emphasis on diversification and long-term holdings.

Thomas Koleski is a CFP® professional with 16 years of industry experience, currently serving at Cedar Capital, LLC since 2017. Prior to Cedar Capital, he spent one year at 55 Capital. Cedar Capital, LLC is an independent investment adviser that provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, and other business clients. The firm specializes in ETF-based model portfolios, offering both strategic and active asset allocation approaches tailored to client objectives, risk tolerance, and tax considerations.

Christopher Plahm is a CFP® professional with 25 years of experience in financial advising. He is a partner at Stonebridge Wealth Management LLC in Oak Brook, IL, where he has worked since 2011, and he also serves as managing member and CCO of Tall Pines Capital, LLC. His career includes prior roles at Commonwealth Financial Network and APW Capital, Inc. Stonebridge Wealth Management serves individuals, trusts, corporations, partnerships, and tax-exempt entities, managing approximately $283 million for around 288 clients. The firm provides discretionary investment management, financial planning, and family-office/business consulting, using customized portfolios that incorporate ETFs, separate account managers, and individual securities, with a fiduciary approach to client assets.

Michael Green is a CFP® with 25 years of experience at Capital Management Group, Inc. and over 45 years with Green Plagge & Associates, a separate accounting and financial planning business he co-founded. He provides accounting, tax, and financial planning services outside of his advisory role. Capital Management Group, Inc. offers 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 an emphasis on conservative fixed-income management and conducts ongoing portfolio reviews and semiannual rebalancing.

Michael Pensinger is the sole advisor at Pensinger Financial, Inc. in Lemont, IL, holding a Series 65 designation with 12 years of industry experience. He has led Pensinger Financial, LLC since 2014. Outside of financial advising, he is involved in real estate development through Denanson Development LLC Series Drexel Manor. Pensinger Financial provides investment advisory and financial planning services to individuals, high-net-worth clients, and small businesses. The firm’s approach is based on efficient market theory and modern portfolio theory, focusing on long-term investing primarily through indexed mutual funds and ETFs.

Brian Wilson is a financial advisor at Stabile Investment Management with 18 years of industry experience. He holds a Series 65 designation and has worked with the firm since 2008. Prior to that, he was affiliated with Financial Solutions Advisory Group beginning in 2004. Stabile Investment Management serves individual and high-net-worth clients by providing discretionary and non-discretionary portfolio management along with on-demand investment consulting. The firm emphasizes diversification and fundamental analysis guided by an Investment Policy Statement, reviews portfolios quarterly, and generally avoids IPOs, SPACs, and cryptocurrencies.

Donald Heatherly is a financial advisor with HK Private Client, LLC, holding Series 66 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Fifth Third Private Bank and Northern Trust. He is also licensed to sell life, health, and long-term care insurance. HK Private Client, LLC is a small, supported registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and financial planning services. The firm uses quantitative tools and integrates financial planning into advisory relationships while managing diversified portfolios tailored to client objectives and risk tolerance.

Jeffrey Kabbe is a financial advisor at Blue Cedar Advisors LLC with five years of industry experience. He holds a Series 65 designation and is also the managing partner of Kabbe Law Group, LLC, a law firm specializing in estate planning and elder law. Blue Cedar Advisors LLC provides portfolio management and integrated financial planning services primarily to high-net-worth individuals, utilizing a variety of analytical methods and a long-term trading orientation to guide discretionary investment decisions.

Venkatakrishna Vedam is a financial advisor with V2 Financial Group, LLC, holding a Series 65 credential and 19 years of industry experience. He has been with V2 Financial Group since 2006 and also works as a mortgage consultant and loan officer at ABS Home Mortgage, where he has been involved since 2004. Additionally, Vedam serves as president of Millennium Financial and Business Services, Inc., providing business consulting to small businesses. V2 Financial Group is a registered investment adviser serving individual and small-business clients, including high-net-worth individuals, with discretionary asset management and personalized portfolio construction. The firm combines modern portfolio theory with macroeconomic, technical, and behavioral analysis to manage multi-hundred-million dollar portfolios across various asset classes.

Thomas Westrick is a CFP® professional with 27 years of experience in the financial services industry. He is the sole advisor at RPC Private Wealth, LLC and has held positions at firms including Private Vista, LLC, APW Capital, Inc., and Retirement Programs, LLC. Outside of his advisory role, he works as a financial consultant at Retirement Programs Co. LLC, where he assists with financial planning and client management. RPC Private Wealth provides discretionary portfolio management to individuals, high-net-worth clients, and pension/profit-sharing plans through three distinct platforms. The firm’s investment approach emphasizes mutual funds, ETFs, and real estate funds, managing accounts with discretionary authority and tailored client investment policies.

Tyler May is a financial advisor at Forest Asset Management LLC with six years of industry experience. He holds a Series 65 designation and has worked at Forest Asset Management since 2018, following three years at ConAgra Brands. Forest Asset Management LLC serves individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory, primarily using passive and evidence-based mutual funds and ETFs, with discretionary portfolio management and financial planning services.

Thomas Gavin IV is a financial advisor at GW Asset Management LLC with one year of industry experience. He holds a Series 66 designation and has worked at a range of firms including Gar Wood Securities, LLC, DeFonseka, LLC, and Cannatrac Financial Corp. Outside of his advisory role, he has involvement with consulting and technology companies. GW Asset Management is a state-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides model portfolios and portfolio management driven by strategic and tactical quantitative analysis, using a mix of ETFs, equities, corporate debt, mutual funds, and occasionally alternative investments.

Brian Dress is a financial advisor at Left Brain Wealth Management, LLC in Naperville, IL, holding a Series 65 credential with five years of industry experience. He has worked at Left Brain Wealth Management since 2018 and previously spent six years at AE Trading. Left Brain Wealth Management provides discretionary asset management and financial planning services to individuals, trusts, retirement plans, corporations, and other entities. The firm uses a proprietary JARVIS platform combining fundamental, technical, and quantitative analysis to manage tailored portfolios and pooled private funds.

Richard Borek is a CFP® professional with 15 years of experience in financial advising. He is currently with SC Wealth Advisors and has held roles at Secure Capital Wealth Advisors LLC and Secure Capital Management USA LLC. SC Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities by providing discretionary portfolio management and financial planning. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis across various asset classes.

Mark Pesavento is a CFP® and PFS™ with 19 years of industry experience. He has worked at Forest Asset Management LLC since 2006 and previously operated his own consulting firm, Mark S. Pesavento LLC, providing business consulting, transition, and valuation services. He is also president and owner of Cleco Industrial Fasteners Inc., where he serves as outside controller. Forest Asset Management LLC advises individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, asset-allocation-driven investment approach using primarily passive and evidence-based mutual funds and ETFs, supported by written investment policy statements, portfolio modeling, and third-party sub-advisers.

Matthew Pequet is a financial advisor with MPI Wealth Management LLC in Hinsdale, Illinois. He holds a Series 65 designation and has seven years of industry experience. Prior to his current role, he worked at MPI Investment Management Inc for 19 years. MPI Wealth Management provides discretionary investment management and sub-advisory services to a diverse client base, including institutional and individual clients such as pension plans, banks, corporations, charitable organizations, and high-net-worth individuals. The firm combines quantitative techniques, technical and fundamental analysis, and macroeconomic research to tailor portfolios aligned with client objectives.

Daniel Madden is a Series 65-licensed financial advisor with 18 years of industry experience. He has been with Madden Funds Management since 2000. Madden Funds Management provides financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm uses asset-class funds primarily managed by Dimensional Fund Advisors, supplemented by Fidelity funds, focusing on diversification and long-term holdings.

Wayne Casey is a financial advisor with Casey Wealth Management, Inc. in Orland Park, IL, holding a Series 66 designation and 24 years of industry experience. He has worked at Sammons Securities Co., LLC since 2009 and has been with Casey Wealth Management since its founding in 2002. Casey is the owner and president of Casey Wealth Management and also operates as an independent insurance agent. Casey Wealth Management provides customized financial planning, consulting, and investment management primarily to individual clients, occasionally serving pension and profit-sharing plans. The firm employs fundamental security analysis with a buy-and-hold strategy, offers non-discretionary management, and conducts quarterly portfolio reviews.