Stanley Pillman is a financial advisor with Addison Asset Management, LLC in Chicago, IL. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including roles at Addison Asset Management since 2010 and UBS Financial Services since 2004. Addison Asset Management is a single-advisor independent registered investment adviser that provides customized wealth management and portfolio management primarily for individual clients, including high-net-worth investors. The firm uses a tailored asset allocation process supported by NaviPlan Ibbotson software and manages portfolios on a non-discretionary basis, requiring client approval for trades.

Chenguttuvan Surendran is a financial advisor with Quest Wealth Management Incorporated in Westchester, Illinois. He holds Series 63 and Series 65 licenses and has 16 years of industry experience, including 12 years as a self-employed advisor at Quest Wealth Management. In addition to his advisory role, Surendran spends a significant portion of his time as an insurance agent involved in sales and services. Quest Wealth Management Incorporated provides discretionary and non-discretionary portfolio management services for a range of clients including individuals, pension plans, trusts, and business entities. The firm’s investment approach integrates fundamental, technical, and cyclical analysis, emphasizing long-term trading strategies, primarily no-load mutual funds, and options writing.

Benjamin Holland is a CFP® with 17 years of industry experience, currently serving as the sole advisor at FPG Wealth. He previously worked at Oppenheimer & Co. Inc. for 15 years before joining FPG Investments, LLC dba First Principles Group. Outside of his advisory role, Holland is involved as a co-trustee and co-executor for a long-standing family trust and estate, and he is an equity investor in a film production company supporting the Chicago film industry. FPG Wealth provides discretionary asset management and comprehensive portfolio management services, combining investment management with financial planning. The firm tailors strategies to individual client objectives, utilizing a mix of fundamental, quantitative, and technical analysis, and oversees third-party managers and alternative investments.

Patricia Blagojevich is a financial advisor with Investment Navigation LLC in Chicago, IL, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Janian Investment Advisers, The Maytag Group LLC, and she is involved in producing podcasts and documentary films through Blue Suede Shoes Productions, LLC. Investment Navigation LLC provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individuals, 529 accounts, other advisers, and employer-sponsored plans. The firm uses third-party model marketplaces and applies fundamental analysis along with Modern Portfolio Theory to construct portfolios tailored to client goals and risk tolerances.

Gary Tagtmeier is the sole advisor at Financial Awareness Institute, where he has worked since 1985. He holds a Series 65 designation and has 28 years of industry experience. Based in Woodridge, IL, Tagtmeier focuses on delivering financial education and counseling services. Financial Awareness Institute primarily serves employers and their employees through workplace financial wellness programs, while also offering individual counseling and portfolio management. The firm emphasizes behavioral finance and personalized money-management strategies, providing non-discretionary advisory services with detailed employer usage reporting and educational content.

Therese Martin is a CFP® with 24 years of experience in financial advising. She is the sole advisor at Martin Financial Management, an independent firm she founded in 2002. Martin Financial Management offers personalized financial planning and investment management to individuals, trusts, and estates. The firm employs a strategic asset allocation with a core-and-satellite approach, focusing primarily on non-discretionary portfolio management and providing services through various fee arrangements.

George Blaskett is a financial advisor at Seam Financial with a Series 65 designation and one year of industry experience. His prior work history includes roles at PricewaterhouseCoopers and Crunch. Seam Financial LLC is a fee-only registered investment adviser providing discretionary investment management and comprehensive financial planning to individuals and high-net-worth clients. The firm employs a blend of fundamental, technical, cyclical, and charting analysis within a framework based on Modern Portfolio Theory, utilizing both passive and active management strategies.

Norman Sehnoutka III is a financial advisor at Naperville Private Wealth, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Edward Jones, Morgan Stanley, The Huntington Investment Company, and The Leaders Group, Inc. He is also a licensed insurance agent, dedicating a portion of his time to implementing insurance recommendations. Naperville Private Wealth is an independent advisory firm serving individual and high-net-worth clients with discretionary wealth management and financial planning. The firm employs a fundamental, long-term investment approach using low-cost mutual funds, ETFs, and individual securities, and operates as a single-advisor practice without imposing a minimum relationship size.

Meridith Hutchens is a financial advisor at Fortis Portfolio Solutions, LLC with 28 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Crossroads Advisory Group and Polaris Greystone Financial Group. She is also managing partner of Fortis Consulting, LLC, which provides best practice solutions for registered investment adviser firms. Fortis Portfolio Solutions offers discretionary portfolio management, sub-advisory, and white-label investment services primarily to high-net-worth individuals and other registered investment advisers. The firm’s investment approach integrates fundamental enterprise valuation with technical and quantitative analysis, emphasizing risk control through tactical cash allocations, sell-discipline triggers, and the use of derivatives and borrowing in separately managed accounts.

Colin founded Mindful Money Financial Counsel in 2010 and has over 18 years of experience talking with people about money. Prior to founding the company, he worked at Fidelity Investments for 10 years in a variety of positions: service and trading representative, retirement investment specialist, investment representative, financial planning consultant, and Vice President Senior Account Executive. He received an MBA with a finance concentration from Xavier University and a bachelor's degree in Business Management from Ohio University. Colin is a CERTIFIED FINANCIAL PLANNER™ professional, and a Registered Investment Adviser. He specializes in providing holistic financial planning and investment advice to Chicagoland individuals and couples in their 30’s and 40’s. Colin is an early riser, an Eagle Scout, and eager to lend a hand. He was born in Dayton, Ohio and lived in Waldorf, Maryland and Cincinnati, Ohio before moving to Chicago in 2003.

Ronald Aubrey is the sole advisor at RJ Aubrey Investments Corp., an independent firm based in Glen Ellyn, IL. He holds a Series 65 designation and has 21 years of industry experience, having founded the firm in 1989. RJ Aubrey Investments Corp. is a fee-only registered investment adviser offering discretionary investment management and limited financial planning to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm focuses on asset allocation and long-term investing, using quantitative, fundamental, and technical analysis to select securities while managing portfolio volatility through mutual funds, ETFs, and fixed income.

Eric Stewart is a Series 65-licensed financial advisor based in Chicago, IL, with experience spanning multiple roles since 2024, including positions at Apple Inc. and several other companies. He is affiliated with Vector7 Capital, a newly registered investment advisory firm. Vector7 Capital offers discretionary and non-discretionary portfolio management, comprehensive and modular financial planning, and ERISA retirement plan advisory services. The firm utilizes a blend of fundamental and technical analysis, quantitative methods, and enterprise-grade AI tools to develop tailored investment strategies for a diverse client base.

Andrew Powers is a financial advisor at Powers Financial Group, LLC in Naperville, IL, with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Ventoux Financial Advisors and TradingBlock. Powers is also a volunteer with the Naperville Jaycees. Powers Financial Group is an independent investment adviser serving individuals, trusts, foundations, and institutional clients, including pension and profit-sharing plans. The firm manages approximately $5.73 million in client assets and employs a range of investment strategies including fundamental and technical analysis, actively managed option overlays, and block trading.

Boon Lee is the principal advisor at Purelight Investment Advisors LLC in Chicago, IL. He holds a Series 66 designation and has 13 years of industry experience. Since founding Purelight in 2016, he has been solely responsible for the firm's advisory and compliance functions. Purelight Investment Advisors is an independent, fee-only portfolio management firm serving individuals, trusts, estates, and charitable organizations. The firm focuses on defining client objectives and risk tolerances to construct portfolios using fundamental and technical analysis, with ongoing monitoring and quarterly reviews.

Ratnam Chitturi is a financial advisor with Gamma Group in Burr Ridge, IL, holding a Series 65 credential and 28 years of industry experience. He has been self-employed since 1997 and has worked with Gamma Group since 1996. In addition to his advisory work, he engages in part-time consulting unrelated to investments. Gamma Group provides discretionary portfolio management primarily for individual investors, IRAs, living trusts, and custodial accounts with a typical account minimum near $100,000. The firm employs a fundamentals-based, long-term investment approach using diversified allocations of no-load mutual funds, index funds, and ETFs, and operates a single-advisor model.

Alfred Nichols is the sole advisor at Nichols Wealth Advisors in Chicago, IL, holding CFP® and ChFC® designations with 38 years of industry experience. He founded Nichols Wealth Advisors in 2016 and serves as a trustee and finance committee member for St. John African Methodist Episcopal Church in Aurora, IL, where he manages approved funds. Nichols Wealth Advisors serves individual and institutional clients with discretionary and non-discretionary portfolio management, financial planning, and pension consulting. The firm employs three actively managed investment strategies focused on equity income, multi-cap equity, and intermediate fixed income, emphasizing disciplined portfolio construction and risk-adjusted performance.

Alvin Walker is a financial advisor at Lake Jericho, LLC in Chicago, IL, holding the CFP® and CFA® designations with 16 years of industry experience. He has been with Lake Jericho since 2014. Lake Jericho is an independent, fee-only advisory firm serving a diverse client base that includes individuals, family offices, foundations, endowments, plan sponsors, not-for-profits, and business clients. The firm employs a process-driven investment approach grounded in modern portfolio theory, offering both institutional portfolio management and plan sponsor consulting alongside individual services.

Christopher Parks Jr. is a CFP® with 10 years of industry experience, currently serving as the sole advisor at Northwood Wealth Management, LLC. His prior roles include positions at RWA Wealth Partners, Polaris Greystone Financial Group, and Fidelity. Northwood Wealth Management offers comprehensive financial planning, discretionary portfolio management, and pension consulting primarily for high-net-worth individuals, trusts, retirement plans, and business clients. The firm employs a tailored investment approach utilizing both fundamental and technical analysis across a broad range of instruments, with a focus on tax-efficient strategies and coordination with external accounting services.

Benjamin Henke is a financial advisor with Menominee Capital in Chicago, IL, holding Series 65 and Series 66 licenses and two years of industry experience. His work history includes roles at Wendella Tour and Cruises and Andersonville Wine and Spirits. Henke has maintained his position at Menominee Capital since 2019. Menominee Capital is a state-registered investment adviser offering portfolio management, third-party manager oversight, and financial planning services to a diverse client base including individuals and institutional entities. The firm primarily employs a passive investment approach using index mutual funds and ETFs, while also utilizing fundamental, technical, cyclical, and charting analysis when appropriate.

Edward Vanhecke is the sole advisor at Edvestment Solutions L.L.C. in Lemont, IL, holding a Series 65 designation with nine years of industry experience. He founded Edvestment Solutions in 2016 and has managed the firm since then. Edvestment Solutions provides fee-based portfolio management services primarily to individual clients and individual retirement accounts. The firm uses a top-down approach focusing on macroeconomic factors to guide asset allocation, combining passive index strategies with active equity and options positions tailored to client objectives.