Justin Mccormack is a financial advisor with First Choice Financial Services LLC in Oak Brook, IL, holding a Series 65 license and 12 years of industry experience. He has been with First Choice Financial Services since 2013 and is also involved with First Choice Insurance Agency, where he has served in various roles since 2005. First Choice Financial Services LLC serves individual and high-net-worth clients by providing financial advice primarily through referrals to third-party money managers and estate-planning support. The firm acts as a liaison, assisting clients with third-party paperwork and ongoing oversight, while drawing on fundamental, technical, and cyclical analysis in its recommendations.

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.

Theodore Augustyniak is a financial advisor with Creative Resources Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been associated with Creative Resources Investment Advisors since 2015 and is also involved with Advance Legend Funding and Augustyniak Insurance Agency, where he works as an insurance agent offering various insurance products. Creative Resources Investment Advisors primarily serves individual and high-income clients, as well as pension and profit-sharing plans, trusts, and other entities. The firm employs a long-term, value-oriented investment approach with a blend of strategic and tactical asset allocation, utilizing equities, mutual funds, bonds, and alternative instruments tailored to client needs.

Jeremiah Boynton is a CFP®-designated financial advisor with 23 years of industry experience, currently serving at Laureate Wealth Management, LLC since 2014. He holds securities licenses Series 63 and Series 66. Outside of his advisory role, Mr. Boynton is the majority owner of Laureate Capital Management, LLC and Laureate Capital Real Estate Investments, LLC, which manage various private equity, hedge fund, and real estate projects. He also serves on the Board of Directors for Still Austin, a bourbon distillery in Austin, Texas. Laureate Wealth Management provides investment advisory, portfolio management, financial planning, estate planning, and family office coordination for individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and other entities. The firm employs a strategic asset allocation process that includes individual securities, mutual funds, ETFs, separate account managers, and alternative investments, and is notable for its involvement with pooled investment vehicles and affiliated fund activities.

Michael Jankowski is a financial advisor with Parkview Asset Management, Inc. in Oakbrook Terrace, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Parkview in 2020, he spent 12 years at LaSalle St. Investment Advisors, LLC and LaSalle St. Securities, LLC. He is also president of Wealth Planning Network LLC, which focuses on fixed insurance products and serves as trustee for related benefit plans. Parkview Asset Management is a two-advisor firm managing approximately $206 million for around 140 clients, including individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers discretionary portfolio management and comprehensive financial planning, using a primarily long-term, client-specific investment approach with low-cost diversified mutual funds, ETFs, and individual securities when appropriate.

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.

Adam Wilson is a Series 65-licensed advisor at Stabile Investment Management with one year of industry experience. Before joining Stabile, he worked at Sevita Health, Anixter - Wesco, Surgical Care Affiliates, and DeVry University. Stabile Investment Management serves individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management and investment consulting. The firm emphasizes diversification and fundamental analysis within a documented Investment Policy Statement and conducts regular portfolio reviews.

Giacomo Manfredini is a financial advisor at FMI Financial, Ltd. with a Series 65 designation and one year of industry experience. Prior to joining FMI Financial in 2026, he worked at GoldStone Financial Group and has educational experience at Elmhurst University and Nazareth Academy. FMI Financial, Ltd. provides investment advisory services to institutional investors, high-net-worth individuals, corporate retirement plans, trusts, and estates. The firm offers discretionary portfolio management, investment consulting, and financial planning, emphasizing a long-term, diversified approach and individualized Investment Policy Statements.

Michael Madden is a financial advisor at Madden Funds Management with 26 years of industry experience. He holds a Series 65 designation and has been with Madden Funds Management since 1994. The firm provides financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. Madden Funds Management focuses on tailored investment programs using asset-class funds managed primarily by Dimensional Fund Advisors, supplemented by Fidelity funds, with an emphasis on diversification and long-term holdings.

Thomas Koleski is a CFP® professional with 16 years of industry experience, currently serving at Cedar Capital, LLC since 2017. Prior to Cedar Capital, he spent one year at 55 Capital. Cedar Capital, LLC is an independent investment adviser that provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, and other business clients. The firm specializes in ETF-based model portfolios, offering both strategic and active asset allocation approaches tailored to client objectives, risk tolerance, and tax considerations.

Christopher Plahm is a CFP® professional with 25 years of experience in financial advising. He is a partner at Stonebridge Wealth Management LLC in Oak Brook, IL, where he has worked since 2011, and he also serves as managing member and CCO of Tall Pines Capital, LLC. His career includes prior roles at Commonwealth Financial Network and APW Capital, Inc. Stonebridge Wealth Management serves individuals, trusts, corporations, partnerships, and tax-exempt entities, managing approximately $283 million for around 288 clients. The firm provides discretionary investment management, financial planning, and family-office/business consulting, using customized portfolios that incorporate ETFs, separate account managers, and individual securities, with a fiduciary approach to client assets.

Michael Green is a CFP® with 25 years of experience at Capital Management Group, Inc. and over 45 years with Green Plagge & Associates, a separate accounting and financial planning business he co-founded. He provides accounting, tax, and financial planning services outside of his advisory role. Capital Management Group, Inc. offers discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, businesses, and employee benefit plans. The firm employs a buy-and-hold investment approach with an emphasis on conservative fixed-income management and conducts ongoing portfolio reviews and semiannual rebalancing.

Brian Wilson is a financial advisor at Stabile Investment Management with 19 years of industry experience. He holds a Series 65 designation and has worked at Stabile Investment Management since 2008, following four years at Financial Solutions Advisory Group. Stabile Investment Management primarily serves individual and high-net-worth clients, offering discretionary and non-discretionary portfolio management along with investment consulting. The firm emphasizes diversification and fundamental analysis, using ETFs and no-load mutual funds for broad exposure, and maintains a structured review process with a single principal overseeing all client accounts.

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.

Donald Heatherly is a financial advisor at HK Private Client, LLC with 22 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at firms including Fifth Third Private Bank, Northern Trust, BMO Harris Financial Advisors, and Merrill. He is also licensed to sell life, health, and long-term care insurance. HK Private Client is a small, supported registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm uses a mix of quantitative tools to tailor advice to clients’ objectives and manages accounts including equities, mutual funds, ETFs, fixed income, and option strategies.

Jeffrey Kabbe is a financial advisor at Blue Cedar Advisors LLC with five years of industry experience. He holds a Series 65 designation and is also the managing partner of Kabbe Law Group, LLC, a law firm specializing in estate planning and elder law. Blue Cedar Advisors LLC provides portfolio management and integrated financial planning services primarily to high-net-worth individuals, utilizing a variety of analytical methods and a long-term trading orientation to guide discretionary investment decisions.

Barry Leslie is a financial advisor at Leslie Global Wealth, LLC with 28 years of industry experience. He holds the CFP® designation and Series 63 license and has been associated with Leslie Global Wealth since 2012 and LPL Financial since 1998. Outside of his advisory work, he manages LGW Aviation, LLC, an entity formed for owning and leasing an aircraft. Leslie Global Wealth serves individuals, high net worth clients, trusts, estates, and charitable organizations, offering comprehensive portfolio management and financial planning. The firm uses a combination of fundamental, quantitative, and qualitative analysis with an emphasis on asset allocation and fixed-income strategies, and supplements traditional wealth services with tax planning and real estate analysis.

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.

Cole Barkocy is a financial advisor at Assured Advisory Group, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience as a First Officer at Spirit Airlines. Barkocy is currently furloughed from Spirit Airlines and does not receive income or commissions from that position. Assured Advisory Group serves individual clients, including high-net-worth households, providing discretionary investment management and financial planning services. The firm employs a blend of fundamental, technical, and cyclical analysis supported by computer-driven tools, managing portfolios that often include ETFs, mutual funds, government securities, options, and variable annuities.

Douglas Oosterhart is a CFP® professional with 12 years of experience in the financial services industry. He has worked at Northwestern Mutual and its affiliated companies before joining LifePoint Planning in 2018. In addition to his advisory role, he is a licensed insurance professional and receives commissions from insurance product sales, which are separate from his advisory services. LifePoint Planning serves individual and high-net-worth clients, corporations, and retirement plan sponsors, providing investment management, comprehensive financial planning, and retirement plan consulting. The firm employs asset-allocation-driven portfolios using both passive index and active quantitative strategies, supported by digital platforms and ongoing portfolio monitoring.