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.

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.

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.

Daryl Varney is a financial advisor at Lotic Financial Planning LLC in Naperville, IL, holding a Series 65 designation with one year of industry experience. Prior to entering financial planning, Varney spent 18 years in homemaking. Lotic Financial Planning LLC offers fee-only, project-based financial planning services to individuals, families, small businesses, and high-net-worth clients through limited-scope, one-time engagements. The firm’s advice incorporates modern portfolio theory and fundamental analysis, focusing on standalone planning without ongoing portfolio management or custody.

Michael Distasio is a financial advisor at Valor Advisers in Chicago, IL, holding a Series 65 credential with four years of industry experience. His prior work includes roles at Mad Wealth, LLC and AHP Capital Management, LLC. Outside of advising, he manages personal real estate investments. Valor Advisers provides investment advice and financial planning to individual investors and employer plan sponsors, offering portfolio management, standalone planning, and retirement plan consulting. The firm employs a blend of fundamental, technical, and cyclical analysis and utilizes a range of strategies including stock and option trading.

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.

Michael Marietti is the sole advisor at Riverbend Planning Group LLC in Chicago, holding a Series 65 designation and bringing 27 years of industry experience. He has led Riverbend Planning Group since 2013 and also serves as president of a consulting business, MTS Capital Inc. Riverbend Planning Group is an independent registered investment adviser serving individuals, including high-net-worth clients, as well as institutional and tax-advantaged entities. The firm offers discretionary and non-discretionary portfolio management along with comprehensive financial planning services tailored to client goals, employing a combination of asset-based management and fixed-fee planning engagements.

Jonathon Bell is a financial advisor at Royalty Wealth Management, Inc. in Chicago, IL, holding Series 63 and Series 65 designations with 19 years of industry experience. He serves individual and high-net-worth clients, as well as trusts, estates, and business entities. Royalty Wealth Management provides discretionary asset management, 401(k) managed accounts, third-party manager selection, and investment consulting. The firm customizes portfolios using quantitative optimization, technical analysis, and a variety of investment instruments, and is notable for its use of performance-based and contingency fee arrangements tied to net account gains.

Mauricio Ramirez Calvo is a financial advisor at Stratfinx Wealth in Chicago, holding a Series 65 designation with one year of industry experience. His prior roles include work at Kard Financial and Allstate Investments, and he has been involved with Plume Design since 2021. Stratfinx Wealth is an independent firm providing investment management and financial planning to individuals, high-net-worth clients, and corporate entities, including international clients. The firm employs an investment approach based on Modern Portfolio Theory, combining passive and active strategies and offering discretionary portfolio management alongside tailored financial planning.