Bradford Szczecinski is a financial advisor with Creative Resources Investment Advisors LLC, holding Series 63 and Series 65 registrations and bringing 27 years of industry experience. His prior roles include positions at USI, Marsh Private Client Services, and The Horton Group. He volunteers with Breakthrough Urban Ministries as a planned giving consultant and serves on the Transplant Advisory Council at Northwestern Memorial Hospital in Chicago. 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 incorporating Modern Portfolio Theory and a blended strategic/tactical asset allocation, tailoring portfolios to client needs and conducting regular reviews.

Frank Iozzo is a financial advisor at FMI Financial, Ltd. with nine years of industry experience. He holds the Series 66 and Series 65 designations. His prior experience includes roles at Capital Strategies, Inc. Group and J.P. Morgan Securities, where he worked for over a decade. FMI Financial, Ltd. provides investment advisory services to institutional investors, high-net-worth individuals, corporate retirement plans, trusts, and estates. The firm emphasizes a long-term, diversified investment approach and offers discretionary portfolio management, investment consulting, financial planning, and retirement-plan education.

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.

Daniel Schlesser is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. His career includes long-term roles at Tilden Loucks Woodnorth LLC, LaSalle St. Financial, Inc., McDermott LaSalle St Inc, and related LaSalle St. entities. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a variety of investment strategies across multiple asset classes and offers both discretionary and non-discretionary management, with a notable emphasis on non-discretionary assets.

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.

Paul Brandwein is a financial advisor at PCFO Capital with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including First Trust Advisors L.P. and Capital Integration Systems, LLC. PCFO Capital provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm’s investment approach combines fundamental analysis and modern portfolio theory with a long-term trading orientation, tailoring portfolios to clients’ goals, tax considerations, and risk tolerances.

Charles Brown III is a financial advisor at CB3 Financial Group, Inc. in Glen Ellyn, Illinois, with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has been with CB3 Financial Group in various capacities since 2006. The firm provides investment management and wealth-planning services to individuals, families, business entities, and nonprofit organizations. CB3 offers discretionary portfolio management through several programs that utilize fundamental, technical, and quantitative analysis, including an aggressive strategy focused on global equities and emerging companies in generative artificial intelligence.

Vincent Incerto is a financial advisor at Tilden Loucks & Woodnorth LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LaSalle St. Securities, L.L.C. since 2013, following an eight-year tenure at TrancenDex. Tilden Loucks & Woodnorth, LLC provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, charitable organizations, and small businesses. The firm emphasizes fundamental and qualitative research, asset allocation, and long-term investment strategies, operating largely under a subadvisory arrangement with Roberts, Glore & Co.

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.

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.

Reynaldo Cruz is a CFP® professional with 36 years of industry experience, currently serving at Cruz Investments & Wealth Management in Aurora, IL. He has held roles at Madison Avenue Securities, LLC and Gf Investment Services, LLC. Outside of his advisory work, he is the creator of retail content through Sparton Eye Candy, LLC, which sells financial-themed products. Cruz Investments & Wealth Management provides investment management primarily by recommending and monitoring third-party advisers and offering qualified plan management. The firm’s approach emphasizes asset allocation and ongoing evaluation of external managers, while delivering modular financial planning and ancillary insurance and tax-planning services.

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.

Mary Kilberg is a financial advisor with Masus Financial Group, LTD. in Batavia, Illinois, holding Series 63 and Series 66 credentials with 16 years of industry experience. She has been affiliated with Masus Financial Group and LPL Financial since 2005. Kilberg also serves as a Notary Public. Masus Financial Group provides wealth management and advisory services to individuals, trusts, estates, and businesses, utilizing a primarily long-term investment approach that incorporates fundamental and technical analysis. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services.