Cem Karsan is a financial advisor at Kai Wealth LLC with Series 65 credentials and one year of industry experience. He previously worked at Aegea Capital for 12 years and is affiliated with Kai Volatility Advisors LLC. Outside of advisory work, he manages a personal real estate investment vehicle through Saffron Capital Partners LLC. Kai Wealth LLC provides investment management, financial planning, and consulting primarily for high-net-worth and sophisticated investors. The firm emphasizes risk-managed portfolio construction using thematic equity strategies, alternative investments, and options-based overlays across discretionary and non-discretionary mandates.

Anthony Kratofil is a CFP® professional with 21 years of industry experience, currently serving as the sole advisor at Vital Wealth Management, LLC in Rosemont, IL. He has worked at Charles Schwab and Charles Schwab Bank since 2007 and teaches an introductory stock selection class as an adjunct professor at Moraine Valley Community College. Vital Wealth Management provides investment management and integrated financial planning to individuals, high-net-worth clients, trusts, corporations, retirement plans, tax-exempt entities, and municipal clients. The firm employs portfolio optimization and efficient-frontier analysis to create diversified allocations, offering discretionary implementation and annual reviews alongside retirement plan fiduciary services.

Gary Patzik is a financial advisor at Mulberry Capital Management LLC with 10 years of industry experience and holds a Series 65 designation. His career includes roles at Budo Group LLC and Budo Securities LLC prior to joining Mulberry Capital Management. Mulberry Capital Management LLC provides discretionary asset management and sub-advisory services primarily to high-net-worth individuals and other investment advisory firms, managing about $70 million across roughly 37 client relationships. The firm employs a mix of fundamental, charting, and cyclical analysis combined with long-term and trading strategies, selectively using covered options in separately managed accounts.

Yunfan Ye is a financial advisor at Estate & Trust Advisors with a Series 65 designation and one year of industry experience. Prior to joining Estate & Trust Advisors, Yunfan held positions at Lepolion Entertainment, Jarrett Digital, American Bear Logistics, Gemdale USA Corporation, and Escape Velocity Creative Agency. Estate & Trust Advisors provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, and other entities. The firm utilizes a core-and-satellite strategic asset allocation approach combining mutual funds, ETFs, and individual securities, supported by third-party research and ongoing portfolio supervision.

Jonathan Hokin is an investment advisor representative at Hokin Investment Advisors Inc. with nine years of industry experience. He has worked at Hokin Investment Advisors and Nikoh Securities Corporation since 2016 and holds Series 63 and Series 65 licenses. Hokin Investment Advisors provides portfolio construction, supervisory asset management, financial planning, and pension consulting to individuals, businesses, trusts, and employee benefit plans. The firm serves high-net-worth clients and retirement plan sponsors through a fiduciary approach that emphasizes low-cost investment vehicles, ongoing monitoring, and educational seminars for plan participants.

Ryan McNeilly is a financial advisor at Kenora Financial, LLC with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Invesco, LLC since 2008. In addition to his advisory role, McNeilly is a part-time partner at Ryan McNeilly & Associates, CPAs, LLC, where he is involved in tax planning and preparation. Kenora Financial serves individual and high-net-worth clients, providing financial planning, investment counseling, and tax-related advice with a focus on customized portfolio management. The firm’s approach emphasizes separately managed accounts built using Value Line research, tax-aware rebalancing, and tailored risk management, and it also offers financial education through client seminars and reports.

John Mailander is a financial advisor with Dinergy, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Dinergy Wealth Management since 2019 and previously spent three years at Horter Investment Management. Mailander is also president and insurance agent at A. King Financial Chartered, LTD, where he conducts life insurance sales. Dinergy is a registered investment adviser that provides discretionary investment management and financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm employs a tactical, risk- and volatility-focused approach to manage assets across various domestic and international securities, typically on a discretionary basis.

Joshua Gerry is a financial advisor at The Invictus Collective, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Vestgen Wealth, LPL Financial, Professional Wealth Advisors, and Equitable of NY. The Invictus Collective serves high-net-worth individuals, trusts, estates, corporations, and institutional clients with financial planning, consulting, and portfolio management. The firm offers tailored portfolios using a range of investment vehicles and provides both discretionary and non-discretionary management, including advisory services to other advisers and management of private pooled investment vehicles.

Patrick Nord is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Treetop Wealth Management, LLC since 2010. He holds Series 63 and Series 66 licenses and is based in Northfield, IL. Treetop Wealth Management provides discretionary wealth management and comprehensive financial planning to individuals, small businesses, and various institutional clients. The firm employs a risk-management, client-specific approach with tailored asset allocation using actively managed mutual funds, ETFs, bonds, and alternative investments.

Alexander Wasiunec is a financial advisor at Mendel Money Management Inc. He holds a Series 65 designation and has two years of industry experience. Prior to joining Mendel Money Management, he worked at Stepan Company and United Parcel Service. He serves as a board member and volunteer for the American Ukrainian Youth Association, a cultural youth organization. Mendel Money Management provides discretionary and non-discretionary investment supervisory services, financial planning, and consulting to individuals, retirement plans, trusts, charitable organizations, and corporate entities. The firm manages approximately $317 million in client assets and offers customized portfolios using a blend of fundamental, technical, and cyclical analysis, supplemented by third-party research, with a distinctive use of options and other derivatives for income generation or protection.

Gregg Shamberg is a financial advisor at Mulberry Capital Management LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked at Peak6 Capital Management LLC and Peak6 Investments, L.P. from 2010 to 2024. Mulberry Capital Management LLC provides discretionary asset management and sub-advisory services primarily to high-net-worth individuals and other investment advisory firms. The firm employs a mixed investment approach combining fundamental, charting, and cyclical analysis, alongside selective use of covered options for hedging and income generation.

Daniel Kaster is a Series 65–registered advisor at Mentor Capital Management Inc. with two years of industry experience. Prior to joining Mentor Capital Management in 2023, he worked at Sagent Management from 2015 to 2023. Outside of his advisory role, he is the owner of Clear Ledger Consulting LLC, which provides bookkeeping services. Mentor Capital Management primarily serves individual clients through fee-only wealth management and financial planning, using fundamental analysis within a broad asset-allocation framework and favoring passive, low-expense, index-based strategies. The firm integrates tax and investment advice through an in-house licensed CPA and manages approximately $195 million in client assets.

Nilu Judge is a financial advisor at Kenora Financial, LLC with six years of industry experience and holds a Series 65 designation. She has worked at Enesco, LLC since 2006 and is a part-time partner at Ryan McNeilly & Associates, CPAs, LLC, where she is involved in tax planning and preparation. Kenora Financial serves individual clients, including high-net-worth households, providing financial planning, investment counseling, retirement and estate planning, tax-related advice, and customized portfolio management. The firm emphasizes customized separately managed accounts with diversified concentrated equity positions, tax-aware rebalancing, and a discretionary management approach tailored to client risk and tax circumstances.

Jessica Merino is a CFP® with 22 years of industry experience and has been with Merino Wealth Management since 2014. Prior to that, she worked at IC Advisory Services Inc. and The Investment Center Inc. from 2016 to 2022. Merino Wealth Management serves individuals, high-net-worth individuals, and business clients with portfolio management and financial planning services, offering tailored investment management, comprehensive planning, and third-party manager recommendations. The firm employs an investment process based on Modern Portfolio Theory and provides services including discretionary account supervision and semi-annual reporting.

Elizabeth Heneman is a financial advisor at Impact Financial in Chicago, IL, with one year of industry experience. She holds Series 65 and Series 63 licenses and has prior experience at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. Impact Financial serves individuals, trusts, estates, and small business owners by providing fee-only wealth management, comprehensive financial planning, and tax preparation services. The firm employs a Modern Portfolio Theory-based investment approach with a factor-based, smart-beta framework using primarily low-cost mutual funds and ETFs, alongside other asset types when appropriate.

Thomas Croghan is a financial advisor at Rail-Splitter Capital Management LLC with 42 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for 15 years at Wintrust Investments LLC. Rail-Splitter Capital Management provides investment advisory services to high-net-worth individuals, families, trusts, and estates, focusing on fundamentally driven, long-term portfolio management. The firm offers both discretionary and non-discretionary services and sponsors a wrap fee program that includes transaction and custodial costs within its advisory fee structure.

Tyler Pera is a financial advisor at Certitude Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has been with Certitude Advisors since 2014. Certitude Advisors serves individual and institutional private clients, including senior corporate executives, entrepreneurs, and nonprofit entities. The firm offers discretionary investment management along with financial, retirement, and tax planning, focusing on a long-term investment horizon and individualized portfolio management.

Elizabeth Grady is a CFP® and ChFC® professional with 11 years of industry experience, currently serving at Equitable Advisors in Chicago, IL. She has worked with Baldwin Financial Advisors, LLC, and Axa Advisors, LLC during her career. Outside of her advisory role, she serves on several boards, including the Sheridan Road Alumni Association Sacred Heart Academy and Hardey Prep, DePauw University Alumni Association, and the America Israel Chamber of Commerce Chicago. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management services for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, utilizing third-party asset managers and LPL programs to tailor advisory services to client goals and risk tolerance.

Andrew Gjertsen is a financial advisor at Engage Wealth Group, LLC with two years of industry experience. He holds a Series 65 designation and has previous work experience at Medline Industries, LP, H.E. Williams, Inc., Platformatics Inc., and Indiana University. Engage Wealth Group provides investment advisory and wealth management services to individuals, employer-sponsored retirement plans, foundations, and trusts. The firm combines fundamental and technical analysis to develop individualized investment plans and employs strategies including discretionary portfolio management, options-based strategies, and the use of third-party money managers.

Wayne Carr is a financial advisor with Main Street Investment Advisors, LLC in Northbrook, IL, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with Main Street Investment Advisors since 2008. Main Street Investment Advisors serves high-net-worth individuals and private foundations, offering discretionary portfolio management and asset-allocation advice across various asset classes. The firm employs a buy-and-hold strategy focused on large-cap companies and incorporates option strategies and other derivatives with client approval to enhance income and provide downside protection.