Graham Craig is a financial advisor at Tower Wealth Advisors, Inc. with 16 years of industry experience. He holds a Series 66 designation and has worked at Tower Wealth Advisors since 2016 and at Robert Baird & Co. since 2011. Tower Wealth Advisors provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $47 million across about 218 client accounts. The firm focuses on exchange-traded equities, supplemented by registered investment companies and cash, and offers both discretionary and non-discretionary portfolio management alongside assistance with 401(k) plans.

Ibrahim Galaria is the principal of Galaria Capital Management, LLC in Naperville, IL, holding the ChFC® designation and Series 66 license with 23 years of industry experience. He has been with Galaria Capital Management since 1994. Outside of advisory work, he manages a family-owned medical office property in Virginia. Galaria Capital Management provides asset management and investment planning services to individuals, families, trusts, small businesses, and employer retirement plans. The firm emphasizes customized strategies based on client age, time horizon, and risk tolerance, focusing on asset allocation, diversification, and accommodating faith-based or socially conscious preferences when practicable.

Rajan Shah is a financial advisor at SC Wealth Advisors with seven years of industry experience. He holds a Series 65 designation and has worked at Secure Capital Wealth Advisors LLC since 2019 and Secure Capital Management USA LLC since 2012. Outside of his advisory role, he assists clients with life insurance and annuity purchases through various insurance carriers. SC Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation investment approach and offers discretionary portfolio management, financial planning, and pension plan consulting.

Arminas Rajuncas is a financial advisor at Parkview Asset Management, Inc. with 17 years of industry experience. He has previously worked at LPL Financial and Unique Wealth Strategies, LLC. Rajuncas holds Series 63 and Series 65 licenses. Parkview Asset Management, Inc. is a two-advisor SEC-registered firm managing approximately $206 million for around 140 clients, including individuals, high-net-worth individuals, trusts, estates, and retirement plans. The firm provides discretionary portfolio management and comprehensive financial planning with a primarily long-term, client-specific investment approach using low-cost diversified mutual funds, ETFs, and individual securities when appropriate.

Samuel Hardy is a financial advisor with Cambier Capital, LLC, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at 2642 Capital, Stenger Family Office, PT Asset Management, and Performance Trust Capital Partners. Cambier Capital provides wealth management and investment services for individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, corporations, and other entities. The firm offers customized portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing a long-term investment approach complemented by fundamental and technical analysis and third-party manager reviews.

Simon Granner is a financial advisor at PCFO Capital with nine years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Thrivent Financial and Rewired Planning, 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.

Brett Rentmeester is a CFA® charterholder and president of Windrock Wealth Management in Naperville, IL, with 13 years of industry experience. He was previously employed by Altair Advisers, a Chicago-based investment advisor, until early 2013. Rentmeester is also a partial owner of Iridius Investment Advisors LLC, a private fund advisory firm focused on real estate, cross-border, and financial services investments. Windrock Wealth Management serves high-net-worth individuals, family offices, and retirement-plan sponsors by providing discretionary portfolio management, family office solutions, and fiduciary retirement-plan consulting. The firm emphasizes a macroeconomic, multi-year asset-allocation framework and offers clients access to private investment opportunities alongside traditional advisory services.

Kortney Mcculley is the principal advisor at McCulley Financial Group, LLC, an independent registered investment adviser based in Westchester, IL. He holds Series 63 and Series 65 credentials and has 18 years of industry experience. In addition to his advisory role, Mcculley is involved in several entrepreneurial ventures, including ownership of a technology company and participation in agriculture commodities investment and consulting businesses. He is also the author of a book focused on helping clients plan and organize their financial goals. McCulley Financial Group serves individuals, trusts, estates, charitable organizations, small businesses, and retirement plan clients, providing financial planning, portfolio management, and corporate retirement plan consulting. The firm offers both discretionary and non-discretionary asset management integrated with written financial plans and ongoing investment monitoring.

Roger Kadisak is a CFP® and Series 65-licensed advisor with 27 years of industry experience. He has been with Kadisak Financial Services, Inc. since 1995. The firm provides discretionary investment management and financial planning to both high-net-worth and non-HNW individual and trust clients. Kadisak Financial Services manages approximately $65.5 million across about 77 client relationships, using an actively managed, tactical asset-allocation approach focused on diversified mutual funds and ETFs.

Kathleen Governale is a CFP® professional with 18 years of experience in financial advising. She is currently with Leslie Global Wealth, LLC and LPL Financial, having previously worked at Strategic Financial Advisory Services and J.W. Cole Financial, Inc. Her background includes extensive advisory roles spanning over two decades. Leslie Global Wealth serves individual and high-net-worth clients as well as trusts, estates, and charitable organizations, providing comprehensive portfolio management and financial planning. The firm uses a combination of fundamental, quantitative, and qualitative analysis to tailor portfolios and offers both discretionary and non-discretionary management across various asset classes.

Alzena Saleem is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Galaria Capital Management, LLC since 2012. She holds Series 63 and Series 65 licenses and is based in Naperville, IL. Galaria Capital Management provides asset management and investment planning services to individuals, families, trusts, small businesses, and employer retirement plans. The firm emphasizes customized strategies based on client age, time horizon, and risk tolerance, focusing on asset allocation and diversification across various investment styles and sectors.

Jeffrey Coyner is a financial advisor at VIA IV Investments, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Jeffrey Jacob Holland Investments, LLC since 2013. Outside of VIA IV, he performs financial research and portfolio management full-time at HTG Capital, a firm formed from a merger with Goldenberg Hehmeyer. VIA IV Investments provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as businesses, charities, estates, and trusts. The firm offers diversified, custom-indexed model portfolios with periodic rebalancing and access to alternative private funds for accredited investors, alongside a digital advice program with lower minimums.

Sarah Pierce is a financial advisor at Watershed Private Wealth with 16 years of industry experience. She holds a Series 66 designation and has worked at firms including Northwestern Mutual Investment Management, Creative Planning, and Steven L Braun. Watershed Private Wealth provides investment advisory services to individuals, trusts, estates, and retirement plans with a focus on customized portfolio management and financial planning. The firm utilizes a range of strategies including third-party model portfolios, direct indexing, and structured products to tailor investment programs based on client goals and risk tolerance.

Charles McKenna is a financial advisor at McKenna Capital, Inc. with eight years of industry experience. He holds Series 63 and Series 65 credentials and has operated as a sole proprietor since 2009. Outside of his advisory work, McKenna serves as a director at Wheaton Bank and Trust and Penske Motor Group, and he owns a business services company. McKenna Capital is a small advisory firm serving individual and high-net-worth clients, as well as select institutional accounts, offering portfolio management and standalone financial planning. The firm employs a combination of charting, fundamental and technical analysis, and uses a range of investment vehicles including mutual funds, ETFs, equities, and fixed income to construct portfolios tailored to documented client risk tolerances.

Andrew Kuhn is a financial advisor with Kuhn Capital Partners, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with Kuhn Capital Partners since 2016, including roles at Focused Compounding Capital Management and as a sole proprietor. He is a partner of the General Partner for Bison Alpha Fund, a private fund managed by Kuhn Capital Partners. Kuhn Capital Partners is an SEC-registered investment adviser that provides asset management and financial planning to individuals, high-net-worth clients, trusts, foundations, and other entities. The firm manages separately tailored portfolios and pooled investment vehicles, including private funds, using a range of strategies and conducts educational seminars and a radio program on market topics.

Shivam Patel is a financial advisor at SC Wealth Advisors with a Series 65 credential and four years of combined experience at the firm. Prior to his current role, he worked at SPTRADEZ LLC and has teaching experience at the University of Chicago, Glenbard North High School, and Stratford Middle School. SC Wealth Advisors serves individuals, including high-net-worth households, as well as pension plans, trusts, estates, charitable organizations, and other business entities. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis across a variety of investment instruments and offers discretionary portfolio management, financial planning, and pension plan consulting.

Edward Downey Jr. is the sole advisor at DFG Wealth Management, LLC in Bartlett, Illinois, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been associated with Downey Financial Group, Inc. since 2003 and has held roles at Advisors Excel and DFG Wealth Management since 2011. Outside of advisory work, he is involved in fixed insurance sales and tax preparation. DFG Wealth Management provides investment management and financial planning primarily to individual and high-net-worth clients, offering both discretionary portfolios and access to third-party money managers. The firm employs a blend of fundamental and technical analysis with active sector rotation and various investment strategies, managing approximately $65 million for about 143 clients in a single-advisor setting.

Daniel De Boer is a Series 65 credentialed financial advisor at Cruz Investments & Wealth Management with one year of industry experience. Prior to joining the firm, he worked at Aurora University and Kaneland School District 302. Cruz Investments & Wealth Management serves pooled investment vehicles and institutional clients, offering financial planning, qualified plan management, and third-party investment adviser selection and monitoring. The firm’s approach focuses on asset allocation informed by external research, with portfolio management handled by third-party advisers on a non-discretionary basis.

Christopher Daniels is a financial advisor at Advanced Planning Advisors Group Inc. with 19 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Nuveen Securities, LLC and LPL Financial LLC. Daniels is also the managing member and owner of Daniels Asset Capital LLC, a non-investment related business. Advanced Planning Advisors Group Inc. provides investment advisory services to individuals, high-net-worth clients, trusts, and estates through a co-advisor arrangement and financial planning at no additional cost. The firm refers assets to an SEC-registered third-party manager that handles portfolio management and custodial services, while assisting clients with model selection and tailoring strategies based on comprehensive financial planning.

Curtis Stowers is a financial advisor at F5 Financial Planning, L.L.C. in Naperville, IL, with 13 years of industry experience. He holds a Series 65 designation and has been with F5 Financial Planning since 2014. Outside of his advisory role, he owns a Subway restaurant franchise in Lakin, KS. F5 Financial Planning is a NAPFA-approved, fee-only firm serving corporate executives, entrepreneurs, and families with comprehensive financial planning and portfolio management. The firm emphasizes long-term, fundamental analysis and risk-managed portfolios, offering both discretionary and non-discretionary investment supervision as part of ongoing planning relationships.