Philip Tetley is a financial advisor at Tetley Investments, LLC in Park Ridge, Illinois, with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Tetley Investments since 2012. Tetley Investments is an independent asset management and financial planning firm serving individuals, pension plans, corporations, charitable organizations, and trusts. The firm employs a disciplined, long-term investment process combining quantitative and fundamental research within a global asset-allocation framework.

Michael Walther is a CFP® and Series 65 credentialed advisor with 17 years of industry experience. He has been with Oak Wealth Advisors LLC since 2008. Oak Wealth Advisors provides discretionary investment management and financial planning primarily for individuals, families, trusts, estates, and certain employer retirement plans, focusing on individual and high-net-worth clients. The firm emphasizes broadly diversified, low-cost, tax-efficient portfolios constructed mainly with no-load mutual funds and ETFs, guided by client-specific Investment Policies and a passive management approach.

Joseph Lopresti is a financial advisor at Arlington Wealth Management in Arlington Heights, IL, with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Arlington Capital Management, Inc. and World Equity Group, Inc. since 2000. Outside of his advisory role, he is involved with the Investor Education Institute and is a part-owner of Advanced Tax Reduction Group and Arlington Business Advisors. Arlington Wealth Management provides wealth management and discretionary investment management primarily to individual clients, including high-net-worth households. The firm employs a structured client process and combines proprietary quantitative models with qualitative research to implement various investment strategies, including proactive asset allocation and defined-outcome ETFs.

Ann Davis is a Series 65-licensed financial advisor at Capital Management Consultants with 14 years of industry experience. She has been with the firm since 2011. Capital Management Consultants provides discretionary and non-discretionary investment management to individuals, retirement and profit-sharing plans, trusts, estates, corporations, and other entities, managing approximately $76 million across about 61 client relationships. The firm employs a blended investment approach that includes fundamental and technical analysis, utilizing strategic, tactical, and dynamic allocation strategies across various asset classes, with an emphasis on client risk profiles and market conditions.

Jose Cuevas III is a CFP® professional with 18 years of experience in financial advising. He has been with Wisdom Investments since 2016 and also worked at High Five Financial, LLC from 2016 to 2018. Wisdom Investments provides discretionary investment management and financial planning services to individuals, nonprofit organizations, and retirement plans. The firm employs a long-term, buy-and-hold approach guided by Modern Portfolio Theory and the Efficient Market Hypothesis, offering a range of tiered planning services and incorporating educational seminars and AI-enabled tools as part of its client support.

John Kosar is a Series 65 licensed advisor with Asbury Research LLC, where he has worked since 2023. He has prior experience at Symetra, Allvue Systems, Equitrust Life Insurance Company, and Northern Trust. Asbury Research LLC provides subscription-based investment research and model portfolios to individual investors and money managers, and serves as a sub-adviser and model provider to other advisers and broker-dealers. The firm focuses on growth equities, income securities, and high-yield bonds, utilizing fundamental, quantitative, and technical analysis in its research.

Gery Sadzewicz is a financial advisor with Clearview Wealth Solutions, LLC, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. His career includes tenures at Ernst & Young Investment Advisers LLP and numerous other firms. He is also the sole owner of Gery Sadzewicz Consulting LLC, which provides outsourced compliance and financial operations consulting services for investment advisers and broker-dealers. Clearview Wealth Solutions offers discretionary investment management and financial services to individuals, trusts, corporations, and partnerships. The firm manages approximately $41.7 million in assets using a combination of top-down economic analysis and bottom-up security selection, tailoring portfolios to client objectives with a focus on tax efficiency and fixed-income strategies.

David Dickman is the sole advisor at Mindful Wealth LLC in Northbrook, IL, holding Series 63 and Series 65 licenses with 29 years of industry experience. His prior work includes roles at J.P. Morgan Securities Inc. and Lehman Brothers Inc. before founding Mindful Wealth LLC in 2018. Mindful Wealth LLC provides comprehensive investment advisory and financial planning services to high- and ultra-high-net-worth individuals and families, business owners, certain ERISA plans, and private foundations. The firm delivers personalized, tax-aware investment strategies with discretionary portfolio management and coordinates planning alongside clients’ other professional advisers.

Steven Goodman is a financial advisor with The Nestegg Group, Inc. in Lincolnwood, IL, holding a Series 65 credential and 28 years of industry experience. He has been with The Nestegg Group since 1993, spanning 33 years at the firm. The Nestegg Group, Inc. provides discretionary, fee-only investment advisory services to individuals, retirement plans, trusts, estates, business entities, and charitable organizations. The firm manages approximately $331 million across about 187 client relationships, using a combination of mutual funds, exchange-traded funds, and access to alternative investments, with approaches guided by asset allocation, qualitative manager analysis, and varied trading strategies.

Mark Zelenika is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Leslie Global Wealth, LLC with 11 years of industry experience. He has been with Leslie Global Wealth since 2014. Outside of his advisory role, he participates in investment-related research surveys. Leslie Global Wealth serves individuals, high net worth clients, trusts, estates, and charitable organizations by providing comprehensive portfolio management and financial planning. The firm employs a disciplined investment approach focused on asset allocation and fixed income, offering access to LPL Financial–sponsored managed strategies and supplemental services such as tax planning and real estate analysis.

Richard Furmanski is a CFA® charterholder with 24 years of industry experience. He has been the sole advisor at Clearview Wealth Solutions, LLC since 2014 in Barrington, IL. Clearview Wealth Solutions provides discretionary investment management and related financial services to individuals, trusts, corporations, partnerships, and other entities. The firm manages approximately $41.7 million in discretionary assets across about 30 client relationships, using five core investment strategies implemented through customized portfolios that incorporate top-down economic analysis, bottom-up security selection, and quantitative optimization.

Gary Hokin is the president of Hokin Investment Advisors Inc. in Northbrook, IL, holding Series 63 and Series 66 licenses with 30 years of industry experience. He has worked at First Sovereign Securities Corp since 1995 and founded Hokin Investment Advisors in 2006. Hokin Investment Advisors serves individuals, businesses, trusts, and retirement plans, providing portfolio construction, asset management, financial planning, and pension consulting. The firm emphasizes low-cost investment solutions and offers educational seminars and workshops on investment topics for plan participants and other groups.

Alexander Ross is a CFP® and holds a Series 66 license with 19 years of industry experience. He has been with Main Street Investment Advisors, LLC since 2017 and previously worked at Morgan Stanley Private Bank from 2015 to 2017. Ross is based in Northbrook, IL. Main Street Investment Advisors serves high-net-worth individuals and private foundations, providing discretionary portfolio management and asset allocation advice across multiple asset classes. The firm emphasizes a buy-and-hold investment approach focused on large-cap companies, incorporating both fundamental and technical analysis, and integrates option strategies with client approval.

Trevore Meyer is a CFP® professional with nine years of industry experience. He has worked at Financial Design Studio, Inc. since 2019 and previously held roles at Presence Financial and Responsive Financial Group, Inc. Financial Design Studio, Inc. serves individuals, small businesses, and charitable organizations with portfolio management and financial planning, supplemented by in-house tax preparation, business bookkeeping, and educational seminars. The firm’s investment approach focuses on long-term asset allocation and buy-and-hold strategies, combining fundamental, technical, and cyclical analysis to guide portfolio decisions.

Philip Tetley is a financial advisor at Tetley Investments, LLC with 18 years of industry experience. He holds a Series 65 designation and has been with Tetley Investments since 2012. Prior to his current role, he worked at Prairie Central School CUSD #8 for 32 years. Tetley Investments is an independent asset management and financial planning firm serving individuals, pension plans, corporations, charitable organizations, and trusts. The firm employs a disciplined, long-term investment approach combining quantitative and fundamental research within a global asset-allocation framework.

Robert Stoll is a CFP® and CFA® with eight years of industry experience. He has worked at Financial Design Studio, Inc. since 2019 and previously held roles at Original Financial LLC, Honey Lake Advisors, LLC, and Institutional Capital LLC. Financial Design Studio, Inc. serves individuals, small businesses, and charitable organizations with portfolio management, financial planning, tax preparation, bookkeeping, and educational seminars. The firm emphasizes long-term asset allocation and buy-and-hold strategies, integrating ongoing financial planning with portfolio oversight.

James Dobbs is a CFP® with 29 years of industry experience and has been with Woodfield Financial Advisors, Inc. for a combined 22 years since 1997. He holds a Series 63 license and operates out of Deer Park, Illinois. Woodfield Financial Advisors provides financial planning and investment management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm manages approximately $230 million, focusing on personalized portfolio construction, semi-annual rebalancing, and integrated insurance planning, offering both ongoing management and limited-scope planning engagements.

Anthony Kratofil is a CFP® and Series 66-licensed advisor with 22 years of industry experience. He has been with Vital Wealth Management, LLC since 2018 and also teaches an introductory stock selection class at Moraine Valley Community College. Kratofil has previously worked at Charles Schwab and Morgan Stanley. Vital Wealth Management is an independent advisory firm serving individuals, high-net-worth clients, trusts, corporations, retirement plans, and government entities. The firm focuses on portfolio optimization and diversified allocations, combining discretionary portfolio management with financial planning and retirement plan advisory 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.