Maria Graft is a financial advisor at Simplified Wealth Management, LLC in Barrington, IL, with five years of industry experience. She holds Series 63 and Series 65 credentials and is involved in several outside business activities, including serving as a marketing manager for MJG Construction, LLC and working as an insurance agent with Our Family Office, LLC. Simplified Wealth Management provides discretionary and non-discretionary asset management and financial planning for individual and high-net-worth clients, managing approximately $23 million. The firm employs a diverse investment approach that includes fundamental, technical, and cyclical analysis and offers strategies ranging from long-term holdings to options trading, along with ongoing portfolio monitoring and reporting.

Sean Connolly is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He is currently with Avocet Capital Management LLC, where he has worked since 2024. Prior to that, he spent 14 years at Tyderium Capital LLC. Avocet Capital Management provides discretionary investment management and hourly financial planning to high-net-worth individuals, trusts, estates, and business clients. The firm uses a combination of quantitative optimization, fundamental and technical research, and employs options and derivatives strategies within separately managed accounts, focusing on a concentrated client base.

Jordan Jacobs is a financial advisor with Estate & Trust Advisors in Riverwoods, IL. He holds Series 63 and Series 65 licenses and has 16 years of industry experience, all with his current firm. Estate & Trust Advisors serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm provides discretionary and non-discretionary portfolio management, wealth management, and financial planning, using a strategic core-and-satellite asset allocation with institutional mutual funds, ETFs, and individual securities.

Daniel Dame is a financial advisor at PMG Wealth Management with 40 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. He has worked at PMG Wealth Management since 2016 and has been associated with LPL Financial since 2009. Outside of his advisory role, he acts as a broker for various non-variable insurance products through Dame Financial Services. PMG Wealth Management serves individuals, trusts, estates, and business owners with discretionary investment management, financial planning, and retirement-plan consulting. The firm manages customized portfolios using a combination of fundamental, technical, and charting analysis, often blending in-house management with outside managers to address client-specific needs.

Marc Davis is a financial advisor at Capital Management Consultants with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Impact Financial Partners, LLC. Capital Management Consultants provides discretionary and non-discretionary investment management to individuals, retirement plans, trusts, estates, corporations, and other entities. The firm manages approximately $76 million across about 61 client relationships, using a blend of fundamental and technical analysis with strategic, tactical, and dynamic allocation strategies.

Matthew Nadeau is a CFA® charterholder with 20 years of industry experience. He is a partner at Barzideh & Nadeau Wealth Management LLC, where he has worked since 2025. His previous experience includes roles at Apollon Wealth Management, Triad Advisors Inc, and Piershale Financial Group. Barzideh & Nadeau Wealth Management LLC provides comprehensive portfolio management and financial planning for individuals, high-net-worth clients, trusts, estates, and business entities. The firm manages approximately $60 million in discretionary assets across about 90 clients, utilizing a broad mix of analytical techniques and various asset-allocation approaches to create and monitor portfolios.

Donald Monsen is a CFP® professional with 18 years of industry experience. He is affiliated with Woodfield Financial Advisors, Inc. in Deer Park, IL, and has prior experience with Independent Financial Group LLC and Woodfield Planning Corp. Woodfield Financial Advisors serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides financial planning, investment advisory, and portfolio management services, developing tailored asset-allocation models implemented through mutual funds and ETFs, with ongoing portfolio monitoring and periodic rebalancing.

Elizabeth Schneider is a CFP® professional with 31 years of industry experience. She currently serves as an advisor at Whealthy Empowerment Network and is also involved with Infinity Wealth Company, LLC, where she provides investment advisory services. Her prior roles include positions at CliftonLarsonAllen Wealth Advisors, LLC, and Adviceperiod, LLC. WHealthy Empowerment Network offers discretionary investment management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy across a broad investment universe and serves clients through a two-advisor team without imposing account minimums.

Carol Digman is a financial advisor with Tree City Investments, Inc. and holds Series 63 and Series 65 licenses. She has 40 years of industry experience and has worked with firms including Triad Advisors, Inc. and Top Flight Advisory Services. Outside of her advisory work, she owns several small businesses, including a restaurant and a food product company. Tree City Investments provides continuous asset management through an institutional platform, serving individual clients and qualified retirement plans. The firm customizes portfolios based on client interviews and financial data, using a range of analytical techniques and typically managing accounts on a nondiscretionary basis.

Leslie Herr is a financial advisor at Simplified Wealth Management, LLC with 18 years of industry experience and holds the Series 66 designation. Herr has worked at firms including JP Morgan Securities and Auburn Group, and is involved in non-investment activities such as managing office operations for Signal Hill Partners and MJG Construction, as well as serving as a managing member and insurance agent at Our Family Office, LLC. Simplified Wealth Management serves individual and high-net-worth clients with discretionary and non-discretionary asset management and financial planning. The firm employs a mix of fundamental, technical, and cyclical analysis to support various investment strategies, including options trading, and provides client-specific portfolio monitoring and reporting.

Charles Shinneman is a financial advisor with Shinneman Wealth Group in Northbrook, IL, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at Shinneman Wealth Group since 2018 and previously at firms including Purshe Kaplan Sterling Investments and AGT The Safe Money People. Outside of advisory work, he is also active as an insurance agent. Shinneman Wealth Group provides discretionary and non-discretionary asset management, financial planning, retirement-plan consulting, and estate-planning support primarily to individual clients and small businesses. The firm employs a combination of passive and active investment strategies, utilizes third-party sub-advisors, and offers estate-plan drafting services through a fixed-fee platform.

William Andersen is a CFA® charterholder with 20 years of industry experience. He is currently with Western Pacific Wealth Management, LP and has previously worked at Ranger International Management, LP and Andersen Capital Management, LLC. Andersen has also been a private investor since 2003. Western Pacific Wealth Management, LP provides discretionary investment management primarily to high-net-worth individuals, foundations, and donor-advised funds. The firm follows a long-term, equity-oriented investment philosophy with a focus on a global dividend strategy and utilizes outside managers selected through a formal research process.

Jeffrey Moran is a CFA® charterholder and an advisor at SCV Capital LLC with five years of experience at the firm and 22 years in the industry, including 17 years at PPM America. He is based in Tower Lakes, Illinois. SCV Capital LLC provides discretionary and non-discretionary investment management primarily to pooled investment vehicles and institutional clients such as banks, pension funds, and nonprofit organizations. The firm employs fundamental analysis for public equities and detailed reviews for private securities, focusing on long-term strategies while allowing for shorter-term adjustments as needed.

Steven Briggs is a financial advisor at Briggs Financial Inc. with nine years of industry experience. He holds a Series 66 designation and has worked at Waddell & Reed and Wizards of the Coast prior to founding his own practice. Briggs Financial serves individual and high-net-worth clients by providing discretionary investment management, ongoing financial planning, and in-house tax preparation. The firm manages approximately $52 million in assets and focuses on fundamental analysis with a long-term investment approach.

Matthew Hoenes is a CFP® with 18 years of experience in financial advisory services. He currently works at K&H Wealth Partners and also serves as a financial advisor at Karchmar Insurance and Legacy Planning, Inc. His background includes roles at Kestra Advisory Services, Kestra Investment Services, LPL Financial, and The Bensman Group. K&H Wealth Partners is a three-advisor firm managing approximately $66 million for about 70 clients. The firm provides portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and institutional plan sponsors, utilizing asset allocation, model portfolios, and third-party managers across a range of investment strategies.

Byron Smythe is a financial advisor at Roberts, Glore & Co. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LaSalle St. Securities, L.L.C. for 15 years prior to his current role. Smythe has been with Roberts, Glore & Co. since 2001. Roberts, Glore & Co. provides fee-only investment advisory services to individuals, trusts, family offices, corporate pension or profit-sharing plans, and non-profit organizations. The firm offers customized portfolio management and financial planning, focusing on fundamental analysis of mid- and large-cap equities and fixed-income holdings, with modest use of alternative assets.

Kevin Scullion is a financial advisor at Aberdeen Wealth Management LLC with seven years of industry experience. He has been associated with the firm since 2000. In addition to his advisory role, Scullion maintains a legal practice focused on tax law. Aberdeen Wealth Management LLC provides fee-only investment management and comprehensive financial planning to individuals, pension plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $699 million in client assets using a strategic asset allocation approach with global diversification and offers flexible engagement formats.

Rik Duryea is a CFA® charterholder with 14 years of industry experience. He is currently with Alley Company, where he has worked since 2005, including its affiliate Alley Investment Management Company since 2022. The firm provides discretionary portfolio management primarily for high-net-worth individuals, institutions, foundations, and family offices. Alley Investment Management emphasizes a tax-conscious, long-term large-cap equity approach with low turnover, incorporating ETFs, options strategies, and customized asset allocation.

Scott Comeau is a financial advisor at BCU Wealth Advisors, LLC in Vernon Hills, IL, with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at BCU Wealth Advisors since 2018. In addition to his advisory role, he serves as an independent basketball official with the IAABO Board 130. BCU Wealth Advisors provides portfolio management, financial planning, and investment consultation to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a core-plus-satellite investment approach, using third-party managers and model portfolios alongside customized strategies, and operates a substantial wrap fee program primarily custodied at LPL Financial.

Peter Kolb is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He has worked at Inspirion Wealth Advisors, LLC since 2021 and previously held a position at AbbVie Inc from 2017 to 2021. Inspirion Wealth Advisors manages approximately $1.39 billion for individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm offers comprehensive portfolio management, financial planning, and retirement plan consulting, utilizing both fundamental and technical analysis as part of its investment approach.