Philip Dorr is a financial advisor at Water Valley Investment Advisors, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Water Valley since 1999 and Dain Rauscher Incorporated since 1998. Water Valley Investment Advisors provides portfolio management services to individual and high-net-worth clients, charitable organizations, and retirement plans, offering both discretionary and non-discretionary management. The firm emphasizes fundamental analysis and long-term trading, acting as an ERISA 3(38) investment manager for retirement plans and providing periodic educational newsletters.

Jacob Kadisak is a CFP® professional with 7 years of industry experience, currently serving as an advisor at Kadisak Financial Services, Inc. in Naperville, IL, where he has worked since 2011. The firm provides discretionary investment management and financial planning to individual and trust clients, including both high-net-worth and non-high-net-worth households. Kadisak Financial Services manages approximately $65.5 million across about 77 client relationships, using an actively managed, tactical asset-allocation approach focused on diversified mutual funds and ETFs, with services that include retirement planning and employer retirement plan reviews.

Adam Smolich is a financial advisor at Clement Street Capital LLC with 14 years of industry experience. He holds a Series 65 designation and has been with Clement Street Capital since 2012. Clement Street Capital provides discretionary asset management and comprehensive financial planning primarily to high-net-worth individuals, trusts, corporations, retirement plans, and other legal entities. The firm builds tailored investment policies using a mix of asset classes and employs ongoing monitoring and rebalancing, serving a select client base with substantial account size and net-worth thresholds.

Michael Perna is a financial advisor at First Choice Financial Services LLC with 18 years of industry experience. He holds a Series 65 designation and has been involved in the financial and insurance services industry since 1983, serving as president of Michael Perna and Associates, Inc. and First Choice Insurance Agency. First Choice Financial Services LLC provides financial advice to individual and high-net-worth clients primarily through referrals to third-party money managers and offers estate-planning support services. The firm focuses on client communication, oversight of third-party managers, and employs fundamental, technical, and cyclical analysis in its recommendations.

Michael Fry is a financial advisor at RWC for Life with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Simplicity Wealth, LLC and Ausdal Financial Partners. Fry is also the owner and president of Steward Financial Services, Inc., where he provides insurance, education, and consulting services. Additionally, he develops financial education materials through his venture, Dashing Upward. RWC for Life offers comprehensive financial planning, consulting, and investment management services to individuals, high-net-worth clients, and corporate entities. The firm manages discretionary portfolios and provides tailored financial plans and consulting engagements, utilizing both custom and model portfolios.

Matthew Kunst is a CFP® and CFA® with nine years of industry experience. He has worked at Opus Financial Solutions LLC since 2017 and previously spent eight years at MMK Financial Services. Opus Financial Solutions provides investment advisory and financial planning services to individuals, families, business owners, executives, trusts, and other entities, offering both discretionary and non-discretionary portfolio management. The firm emphasizes integrated tax and accounting support alongside investment management, utilizing a combination of strategic and tactical asset allocation with ETFs, mutual funds, and alternative investments when appropriate.

Timothy Reeves is the sole advisor at Tim Reeves & Associates in Midlothian, IL, holding a Series 63 designation with 51 years of industry experience. He has worked at Fortune Financial Services, Inc. since 2015 and has operated Tim Reeves & Associates since 1972. Tim Reeves & Associates provides portfolio management for pooled investment vehicles and institutional clients, alongside financial planning services. The firm uses hourly and flat fee arrangements rather than asset-based fees and often recommends mutual funds, variable annuities, and insurance products as part of its advisory approach.

Kirk Kreikemeier is a CFP® and CFA® with 18 years of experience in financial advising. He has worked at Pebble Valley Wealth Management since 2008, where he is one of two advisors. Pebble Valley Wealth Management serves individual, charitable, and corporate clients, offering discretionary portfolio management, financial planning, and pension consulting. The firm’s investment approach focuses on asset allocation and mutual fund/ETF selection, with a notable use of derivative-based option strategies and selective digital-asset exposures within client portfolios.

Aaron Vasil is a financial advisor at North South Capital, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with North South Capital since 2009. In addition to his advisory role, he is a partner at Fundamental Financial Group, LLC, where he offers insurance products to securities clients and teaches college courses approximately one night per month. North South Capital serves retail and high-net-worth individuals, businesses, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm employs multiple methods of analysis and goal- and risk-based model allocations, tailoring plans through client interviews and periodic reviews, and combines investment advisory and broker-dealer services with a focus on education and conflict monitoring.

Daniel O'Halloran is a financial advisor with Asset Strategies, Inc. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. His background includes roles at American Trust Investment Services Advisory, Inc., American Trust Investment Services, Inc., and Chicago Capital Management Advisors, LLC. Outside of his advisory work, he is involved with the Upward Foundation, a nonprofit organization. Asset Strategies, Inc. provides discretionary portfolio management and standalone financial planning to individual and charitable clients. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to manage assets across equities, fixed income, mutual funds, and ETFs.

William Laipple is a CFP® with 25 years of industry experience, currently a partner at Stonebridge Wealth Management LLC in Oak Brook, IL. He has worked at Stonebridge since 2011 and has held roles at APW Capital, Inc. and Comprehensive Asset Management Serving Inc. since 2016. Stonebridge Wealth Management serves individuals, trusts, corporations, partnerships, tax-exempt entities, and other legal entities, managing approximately $283 million for around 288 clients. The firm provides customized portfolio construction and offers discretionary investment management, financial planning, and family-office/business consulting services.

Joann May is a CFP® and PFS™ credentialed financial advisor with 19 years of industry experience. She has been with Forest Asset Management LLC since 2006. In addition to her advisory role, she serves as a general partner in an investment club, Riverside Fund Money Club, since 1995. Forest Asset Management LLC provides discretionary portfolio management and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm follows a long-term, asset-allocation-driven investment approach using primarily passive and evidence-based funds, supported by written investment policy statements and portfolio modeling techniques.

Peter Claeys is a financial advisor with Arbor Financial Services, LLC in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Arbor Financial Services since 2012 and is also involved with Profitability Concepts & Consulting, LLC, a holding company for 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 methods to manage client assets, typically on a discretionary basis, and offers both bundled wrap-fee and unbundled advisory services.

Andrew Kaminski is a financial advisor with HK Private Client, LLC, holding Series 65 and Series 66 credentials and bringing 10 years of industry experience. He has previously worked at Fifth Third Bank and The Northern Trust Company. Based in Naperville, IL, Kaminski focuses on portfolio management and financial planning. HK Private Client is a small registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and integrated financial planning. The firm uses quantitative tools and model-driven analysis to tailor portfolios that align with clients’ objectives and risk tolerance.

Patrick Kirvan is a financial advisor with Advanced Planning Advisors Group Inc. in Naperville, IL, holding a Series 65 designation and 13 years of industry experience. He previously worked at Gradient Advisors, LLC, and has been with Advanced Planning Advisors Group in various capacities since 2017. Kirvan is also involved in fixed insurance sales as part of his business activities. Advanced Planning Advisors Group Inc. provides investment advisory services to individuals, high-net-worth clients, trusts, and estates through a co-advisor model and financial planning at no extra cost. The firm refers assets to an SEC-registered third-party manager for portfolio management and custodian services, focusing on model selection aligned with clients’ risk tolerance and reviewing accounts quarterly.

Norman Chiodras is a CFP® professional with 40 years of experience in the financial industry. He has been associated with Mack Investment Securities, Inc. for 36 years and owns Retirement Planners, Inc. (dba RPI, Inc.), where financial planning and fixed insurance products are offered. Outside of finance, he is a freelance trumpet player with the DuPage Symphony Orchestra Brass Quintet and serves as treasurer for Holy Spirit Ministries, a nonprofit organization, as well as a board member of the Briarwood Lakes HOA in Oak Brook, IL. Mack Investment Securities, Inc. advises individuals, pension and profit-sharing plans, corporations, and other custodial accounts through discretionary and non-discretionary portfolio management, manager-of-managers programs, and financial planning. The firm’s investment approach combines oversight of independent sub-advisers with firm-run model strategies that employ technical, seasonal, and tactical indicators, allowing for tactical asset shifts and use of ETFs, including leveraged and inverse products.

Kristin Sweis is a financial advisor at Paradigm Money Management, LLC with 17 years of industry experience. She holds the Series 66 designation and has previously worked at TD Ameritrade, Inc. and Spotlight Asset Group, Inc. before joining Paradigm in 2020. Paradigm Money Management provides financial planning and retirement-plan advisory services to individuals and business entities, focusing on tiered planning engagements and 3(21) ERISA plan support. The firm acts primarily as a planner and coordinator, recommending third-party managers and advisory platforms while monitoring their alignment with client objectives.

Mark Madia is a CFP® professional with over 33 years of experience in financial advising. He has been with Wealth Strategies Counselors, Inc. since 1998 and has held roles at FSC Securities Corporation and Tax & Investment Services, Inc. Additionally, Madia is involved with Tax & Accounting Strategies, Inc., a tax preparation and bookkeeping firm he leads. Wealth Strategies Counselors, Inc. provides personalized financial planning to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and businesses. The firm focuses on written broad-based or modular financial plans without discretionary portfolio management and employs a combination of fundamental and technical investment analysis, generally favoring long-term purchase strategies.

Bryan Petry is a financial advisor with Stonebridge Wealth Management LLC in Oak Brook, IL, holding a Series 66 designation and 23 years of industry experience. He has worked at Stonebridge Wealth Management since 2017 and previously held positions at APW Capital, Inc., Securian Financial Services, Inc., and GCG Financial Inc. Stonebridge Wealth Management serves individuals, trusts, corporations, partnerships, tax-exempt entities, and other legal entities, managing approximately $283 million for about 288 clients. The firm offers discretionary investment management, financial planning, and family-office/business consulting, focusing on customized portfolios that incorporate ETFs, separate account managers, and third-party strategies.

Marina Solomon is a financial advisor at Left Brain Wealth Management, LLC with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Left Brain Wealth Management since 2014. Outside her advisory role, she serves as an administrative assistant and non-registered fingerprint individual for The Leaders Group Broker Dealer. Left Brain Wealth Management provides discretionary asset management, financial planning, and 401(k) consultative services to individuals, trusts, corporations, and retirement plans. The firm utilizes a proprietary security-evaluation platform to tailor portfolios according to client objectives and risk tolerances.