Deborah Ittner is a financial advisor at Ahlbeck Financial with 20 years of industry experience. She holds a Series 66 designation and has worked at Cetera Investment Advisers LLC and Cetera Financial Specialists LLC prior to joining Ahlbeck. In addition to her advisory role, she serves as Assistant Treasurer for the Maine Township School Treasurer, providing accounting functions. Ahlbeck Financial offers portfolio management primarily to individual and high-net-worth clients, tailoring investment strategies to clients’ goals, time horizons, and risk tolerances. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical analysis, providing discretionary management across multiple asset classes with regular account reviews.

Terrence Burke is a financial advisor at Trader Wealth Management, LLC with 10 years of industry experience and a Series 65 designation. He previously worked at Rothschild Financial Partners, LLC and has been with Trader Wealth Management since 2015. Outside of his advisory role, he provides consulting services to a family-owned painting business and prepares daily Corn volume and open interest reports for a CME broker. Trader Wealth Management serves primarily individual clients, including high-net-worth households, as well as trusts, pension plans, charitable organizations, and small businesses. The firm offers comprehensive financial planning and investment management with an emphasis on strategic and tactical asset allocation, global diversification, and personalized Investment Policy Statements.

Nicklaus Streit is a CFP® with six years of industry experience, currently serving as an advisor at Highview Capital Management, LLC since 2020. Prior to this, he worked at BMO Private Bank for five years. Highview Capital Management LLC provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a variety of analytical methods to implement asset allocation strategies and emphasizes ongoing monitoring and rebalancing tailored to clients’ goals and risk tolerance.

John Heneghan is a financial advisor at Servant Financial, Ltd. with 21 years of industry experience. He holds a Series 65 designation and has been with Servant Financial since 2004. Servant Financial provides personalized investment management for individuals, trusts, family offices, and various institutional clients, with a particular focus on advising Opportunity Zone farmland funds and alternative investments. The firm emphasizes risk management through diversified, tax-efficient portfolios and employs AI-assisted research tools, managing approximately $143.6 million in regulatory assets under management as of 2025.

Robert Pick is a financial advisor at RightWise Wealth with a Series 65 designation and 16 years of experience at Bain & Company. He has no prior industry experience in financial advising. RightWise Wealth is a small advisory firm serving individual clients through comprehensive financial planning and discretionary portfolio management, with additional tax preparation services facilitated by a third-party provider. The firm’s investment approach emphasizes low-cost ETFs, factor-based strategies, and incorporates third-party money managers and model portfolios.

Kevin Mccloskey is a CFA® charterholder and an investment advisor at SCV Capital LLC with six years of industry experience. He has worked at SCV Capital since 2021 and previously spent 13 years at PPM America Inc. 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 focuses on fundamental analysis for public equities and thorough reviews of private securities, emphasizing long-term strategies while allowing for shorter-term adjustments based on client needs.

Brett Leahy is a financial advisor at Echelons Capital, LLC with two years of industry experience. He previously worked at Phase Line Capital, LLC and Goldman Sachs & Co. LLC. Outside of finance, he is the founder and COO of American Heartland Corporation dba Wild Hickory, an e-commerce retail apparel business. Echelons Capital, LLC manages discretionary portfolios for a small client base that includes high net worth individuals, trusts, and charitable organizations. The firm employs model portfolios and third-party managers with a focus on systematic long/short equity strategies and offers a range of investment options including alternatives and structured products.

Krzysztof Garlewicz is a CFP® and Series 66-registered advisor with 18 years of industry experience. He has worked at ProsperiFi LLC since 2017 and previously spent seven years with LPL Financial. In addition to his advisory work, he is an author associated with the Financial Freedom Formula and has engaged in speaker and content creation activities. ProsperiFi LLC provides advisory services to individuals, pension and profit-sharing plans, corporations, and family-owned businesses. The firm employs a multi-faceted investment approach incorporating fundamental, quantitative, and technical analysis, along with modern portfolio theory, and offers access to alternative investments and third-party money managers.

Brian Atkins is a financial advisor with Significant Wealth Partners LLC in Cary, IL, holding a Series 65 designation and 12 years of industry experience. He has worked with firms including Heritage Strategic Wealth, LLC, Wealth Builder Funds LLC, Kingsview Asset Management, and has been managing Atkins & Associates since 2007, where he serves as CEO and operates exempt hedge funds. Atkins is also a licensed insurance agent and offers related advisory services through his firm. Significant Wealth Partners serves individual, high-net-worth, and corporate clients by providing discretionary portfolio management and financial planning. The firm employs a multi-faceted investment process that incorporates fundamental, quantitative, technical, and modern portfolio theory analyses, offering diversified strategies including managed accounts, options, and selective use of leveraged ETFs.

Bahman Barzideh is a financial advisor at Barzideh & Nadeau Wealth Management LLC with 24 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at Apollon Wealth Management, Piershale Financial, and Triad Advisors Inc. Barzideh & Nadeau Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and business entities, providing portfolio management, financial planning, and consulting. The firm employs a multi-disciplinary investment process and offers access to a broad range of strategies, including alternative investments, margin, and options.

Ryan Finn is a financial advisor at Apis Financial Group, LLC with 12 years of industry experience. He holds Series 66, Series 65, and Series 63 licenses and has worked at firms including E*Trade Securities and Great Point Capital. Finn is also president of Command Financial Group LLC, a mortgage brokering business. Apis Financial Group provides investment management and financial planning services to individual clients, including high-net-worth households. The firm employs a disciplined approach using asset allocation, fundamental and technical analysis, and Modern Portfolio Theory principles, offering fee-only services with no account minimums.

Michele Bush is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2022. Prior to joining Savant, she worked for seven years at Baril Advisors LLC. She holds a Series 65 registration and is based in Rockford, IL. Savant Wealth Management offers comprehensive wealth and investment management services to individuals, families, charitable organizations, corporations, and retirement plans. The firm employs a structured, evidence-based investment approach using model portfolios with low-cost mutual funds and ETFs, alongside tax-aware strategies and customization options, supported by a multi-advisor enterprise model and affiliated in-house services such as tax consulting and legal support.

Scott Smith is a Series 65-licensed financial advisor with eight years of industry experience. He is affiliated with Stephen Smith Financial Inc. and has held roles at Significant Wealth Partners LLC, Capital Management Consultants, and other firms. In addition to advisory services, he is involved in insurance and fixed annuity sales. Stephen Smith Financial Inc. provides discretionary investment advisory and managed-account services to individual and high-net-worth clients, offering portfolio management across various asset classes and one-time financial planning with ongoing oversight. The firm employs a tailored investment approach that integrates asset allocation, technical analysis, and may utilize third-party sub-advisors, supported by proprietary AI and machine-learning tools.

Peter Soltesz is a financial advisor with Apis Financial Group, LLC, holding Series 63, 65, and 66 designations and over 31 years of industry experience. His prior roles include positions at Waddell & Reed, Inc. and Count Consulting, LLC. Outside of finance, he serves as president of the Cook-Dupage County Beekeepers Association. Apis Financial Group provides investment management and financial planning services to individual clients, including high-net-worth households. The firm employs a blend of fundamental, technical, and cyclical analysis along with Modern Portfolio Theory principles to build diversified portfolios, offering both comprehensive and targeted planning engagements.

Paul Linzer is a financial advisor at Kenora Financial, LLC with 26 years of industry experience. He holds the Series 65 designation and has been with Invesco, LLC since 1990. 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’s investment approach focuses on customized separately managed accounts with diversified concentrated equity positions, emphasizing tax efficiency and tailored risk levels.

Mark Sansoterra is a CFA® charterholder with five years of industry experience, currently serving as an advisor at Highview Capital Management, LLC since 2020. Prior to this, he worked at BMO Private Bank from 2001 to 2020. Highview Capital Management LLC provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a range of analytical methods to implement asset-allocation strategies tailored to client goals and risk tolerance, managing approximately $363.6 million in regulatory assets across a small advisory team.

Brian Green is a financial advisor at Capital Management Group, Inc. in St. Charles, IL, holding a Series 65 designation with 24 years of industry experience. He has been with Capital Management Group since 2001. Capital Management Group, Inc. provides 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 a focus on conservative fixed-income management, serving both retail and certain institutional-style clients.

Brian Owen is a financial advisor at BJO Wealth Management LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BJO Wealth Management since 2013. BJO Wealth Management serves high-net-worth individuals, trusts, estates, and corporations by providing discretionary and non-discretionary portfolio management and financial planning. The firm emphasizes diversification, risk analysis, and a blend of fundamental, cyclical, and technical analysis to tailor investment strategies to each client’s objectives.

Jake Owen is a financial advisor at BJO Wealth Management LLC in Arlington Heights, IL, holding a Series 65 designation with one year of industry experience. Prior to entering the financial industry, he worked at Walgreens for seven years and studied at Penn State University for four years. BJO Wealth Management provides discretionary and non-discretionary portfolio management and financial planning services primarily to high-net-worth individuals, trusts, estates, and corporations. The firm focuses on customized investment strategies based on diversification, risk analysis, and a combination of fundamental, cyclical, and technical approaches.

Albert Von Holt is a CFP® and Series 65-licensed financial advisor with 23 years of industry experience. He has been the principal of Von Holt Financial Advisors, Inc. since 1992. The firm is an independent, fee-only registered investment adviser that provides discretionary portfolio management and financial planning to individual and trust clients. Von Holt Financial Advisors manages client assets using Modern Portfolio Theory, primarily investing in no-load mutual funds and ETFs, and coordinates with clients’ estate, tax, and insurance advisors.