Nicholas Kalivas is a financial advisor at Fortune Financial Group, Inc. with 17 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Invesco Distributors, Inc. for 13 years before joining Fortune Financial Group in 2026. Fortune Financial Group provides financial planning and discretionary investment management services to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs long-term investment strategies using active and passive mutual funds and ETFs, offering comprehensive planning across multiple financial areas and managing approximately $141 million in client assets.

Thomas Theodore is a financial advisor with Wealth Strategies Counselors, Inc. in Naperville, IL, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at FSC Securities Corporation and Tax & Investment Services Inc. and serves as president of Wealth Strategies Counselors. Outside of advisory work, he owns a tax preparation and bookkeeping firm and participates as vice president on the board of his office condominium association. Wealth Strategies Counselors, Inc. offers personalized financial planning to a diverse client base, including individuals, trusts, and business entities. The firm emphasizes written, tailored plans with a combination of fundamental and technical investment analysis, generally favoring long-term purchase strategies, and operates primarily on fixed fees or retainers without discretionary portfolio management.

Frank Bodi is a financial advisor at Asset Strategies, Inc. with 41 years of industry experience. He previously worked at Landolt Securities Inc. for seven years and at IFS Securities for one year. Asset Strategies, Inc. provides discretionary portfolio management and standalone financial planning and consulting services to individual and charitable clients. The firm uses a combination of fundamental, technical, charting, and cyclical analyses, employing both long- and short-term strategies across various asset classes.

Robert Gephart is a CFP® professional with 11 years of experience in financial advising. He is a principal at Cantlon Financial Planning LLC and also owns a web design and IT support business that he operates outside of securities trading hours. Cantlon Financial Planning LLC offers personalized financial planning and discretionary asset management to individuals, trusts, estates, and charitable organizations. The firm uses fundamental analysis and client-specific investment programs, including options strategies, and manages approximately $125 million across about 99 client relationships.

John Kosar is a financial advisor at Asbury Research LLC with Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Asbury Investment Management LLC from 2018 to 2023 and has been with Asbury Research since 2005. Asbury Research LLC provides subscription-based investment research and model portfolios to individual investors, money managers, and third-party advisers. The firm’s research focuses on growth equities, income securities, and high-yield bonds using fundamental, quantitative, and technical analysis.

Freddy Garcia is a CFP® with 27 years of industry experience, currently serving as an advisor at Left Brain Wealth Management, LLC in Naperville, IL. He has held roles at Capitas Financial Midwest LLC and The Leaders Group, Inc. since 2016. Left Brain Wealth Management provides discretionary asset management, financial planning, and 401(k) consultative services to individuals, trusts, corporations, and retirement plans. The firm uses a proprietary platform combining fundamental, technical, and quantitative analysis to customize portfolios across various asset classes, including equities, fixed income, ETFs, mutual funds, and option strategies.

Kevin Kleinman is a financial advisor at Blue Haven Capital, LLC with eight years of industry experience. He holds a Series 65 credential and has worked at Blue Haven Capital since 2018. Prior to that, he was involved with Shoot90 and WatchHimTrade.com for several years. Blue Haven Capital is a fee-only investment adviser serving individuals, high net worth clients, trusts, estates, family foundations, and charitable organizations. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory, using low-cost mutual funds and ETFs alongside options strategies and select private credit and equity investments tailored to client suitability.

Prakhar Bansal is a CFA® charterholder with one year of industry experience, currently serving as a financial advisor at V2 Financial Group, LLC. Prior to joining V2 Financial Group, he spent eleven years at The University of Chicago and took a year for extended travel. V2 Financial Group provides discretionary asset management and financial planning to individuals and small businesses, managing approximately $350 million in client assets. The firm’s investment approach combines modern portfolio theory with macroeconomic and behavioral analysis, using strategic allocations along with tactical adjustments informed by fundamental and technical research.

Alice Brown is a financial advisor at CB3 Financial Group, Inc. in Glen Ellyn, IL, with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with CB3 Financial Group since 2006. CB3 Financial Group provides investment management and wealth-planning services to individuals, families, business entities, and non-profit organizations. The firm offers actively managed equity and bond strategies, derivatives, and alternative investments through discretionary portfolio management programs that utilize fundamental, technical, and quantitative analysis.

Matthew Kuhn is a financial advisor with Kuhn Wealth Management Inc. in Schaumburg, IL, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior work includes roles at DAI Securities LLC and Concorde Investment Services LLC. He also serves as a wealth management advisor involved in financial planning and investment advice. Kuhn Wealth Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm’s investment approach integrates fundamental, technical, and quantitative analysis with modern portfolio theory, emphasizing ETF-based strategies implemented through a wrap-fee program and supported by third-party managers and platforms.

Thomas Guyett is a financial advisor at Cantlon Financial Planning LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Waterstone Financial Group, Inc. and Dreher & Associates, Inc. since the early 2000s. Cantlon Financial Planning LLC provides personalized financial planning and discretionary asset management to individuals, trusts, estates, and charitable organizations. The firm employs client-specific investment programs documented by investment policy statements and utilizes fundamental analysis, including options and other derivatives strategies, while conducting monthly account reviews.

Ethan Czerwinski is a financial advisor at Ascension Financial with a Series 65 designation and six years of experience through his own consulting business. He has been with Ascension Financial since 2023. Outside of his advisory role, he operates Czerwinski Consulting LLC, a non-investment-related business. Ascension Financial is a small, fee-only advisory firm serving individual and high-net-worth clients, as well as trusts, estates, and qualified retirement plans. The firm actively manages portfolios using a combination of fundamental, quantitative, and technical analysis, employing strategies such as derivatives and margin for hedging and income generation.

Kristopher Kessler is a financial advisor at Asset Strategies, Inc. with 23 years of industry experience. He holds the Series 66 designation and has worked previously at WestPark Capital Inc and American Trust Investment Services, Inc. Mr. Kessler is a managing member and 50% owner of AmTru Fund Management LLC, where he manages an SPV related to AI inference ventures. Asset Strategies, Inc. provides discretionary portfolio management and financial planning to individual and charitable clients. The firm employs a combination of fundamental, technical, charting, and cyclical analysis, implementing both long- and short-term strategies across various asset classes.

Jack Cannata is a CFP® with 33 years of industry experience, currently serving at Arkadios Wealth Advisors. He previously worked at Commonwealth Financial Network for 21 years and is the owner and managing member of Cannata & Company, LLC, a private entity facilitating securities, advisory, and insurance business. Outside of advising, he provides tax preparation and accounting services as a CPA and acts as co-trustee for family-related trusts. Arkadios Wealth Advisors is an enterprise firm with 151 advisors that offers wealth management services, focusing on comprehensive financial planning and investment advisory.

Irfan Galaria is a financial advisor at Galaria Capital Management, LLC with nine years of industry experience. He holds Series 65 and Series 66 licenses. Outside of his advisory role, he is also the physician and president of Galaria Plastic Surgery & Dermatology, a medical-surgical practice he has operated since 2009. Galaria Capital Management serves individuals, families, trusts, small businesses, and employer retirement plans, providing discretionary portfolio management and investment planning. The firm customizes strategies based on client age, risk tolerance, and time horizon, emphasizing asset allocation and diversification while accommodating faith-based or socially conscious preferences when practicable.

Peter Jankovskis is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Arbor Financial Services, LLC since 2021. He previously worked at Oakbrook Investments, LLC for 12 years. Arbor Financial Services provides discretionary portfolio management and limited financial planning primarily to individuals, including high-net-worth clients, as well as trusts and estates. The firm uses proprietary model portfolios and a combination of analytical methods to manage client assets, typically on a discretionary basis.

Lindsey Feyereisen is a CFP® and holds a Series 65 license, with nine years of industry experience. She has been with Laureate Wealth Management, LLC since 2014. Laureate Wealth Management provides investment advisory, financial planning, estate planning, and family office coordination services to individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and other entities. The firm uses a strategic asset allocation process that includes various investment vehicles and manages both discretionary and non-discretionary accounts, with notable involvement in pooled investment vehicles and affiliated fund activities.

Katharine Schwartz is a financial advisor at Arbor Financial Services, LLC with a Series 65 designation and one year of industry experience. She previously worked at Lifestart Wellness Network for nine years before joining Arbor Financial Services. Arbor Financial Services provides discretionary portfolio management and limited financial planning to individuals, including high-net-worth clients, as well as trusts and estates. The firm uses firm-developed model portfolios and a combination of analytical approaches to manage client assets, typically on a discretionary basis.

Donald Cummings Jr. is a financial advisor with Blue Haven Capital, LLC in Geneva, IL. He holds Series 63 and Series 65 licenses and has 19 years of industry experience, including 20 years at Blue Haven Capital. Blue Haven Capital is a fee-only investment adviser serving individuals, high net worth clients, trusts, estates, family foundations, and charitable organizations. The firm provides tailored portfolio management, emphasizing diversified asset allocation based on Modern Portfolio Theory and a strategic buy-hold-rebalance approach using low-cost mutual funds, ETFs, and select options and private investments.

Michael Grady is a financial advisor at Asset Strategies, Inc with over 41 years of industry experience. His career includes roles at E.F. Hutton & Co. LLC and Chicago Capital Management Advisors, where he serves as president of the affiliated registered investment advisory. He is also a director of the Upward Foundation, a charitable organization providing support and scholarships to disadvantaged individuals. Asset Strategies, Inc. offers discretionary portfolio management and financial planning to individual and charitable clients, managing approximately $59.7 million in discretionary assets. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to implement long- and short-term investment strategies across various asset classes.