Colin Staub is a financial advisor at Cruz Investments & Wealth Management in Aurora, IL. He holds a Series 65 designation and has been in the industry since 2025. His prior experience includes roles at Arbor Financial Advisors, Barcocina Lakeview, and Coda di Volpe, as well as non-financial positions at Open Range Southwest Grill and Kaneland High School. Cruz Investments & Wealth Management primarily serves pooled investment vehicles and institutional clients, focusing on financial planning, qualified plan management, and the selection and monitoring of third-party investment advisers. The firm’s investment approach centers on asset allocation informed by external research and analytical tools, with ongoing evaluation of recommended managers based on reputation, performance, and financial strength.

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 has held her current role since 2014 and previously worked at Wells Fargo Clearing for five years. She holds Series 63 and Series 66 registrations. Left Brain Wealth Management serves individuals, trusts, corporations, retirement plans, and tax-exempt entities by providing discretionary asset management, financial planning, and 401(k) consultative services. The firm utilizes a proprietary platform combining fundamental, technical, and quantitative analysis to tailor investment advice to client objectives and risk tolerance.

Todd Masus is a CFP®-designated financial advisor with 28 years of industry experience. He is the principal of Masus Financial Group, Ltd., where he has worked since 2015, and has been affiliated with LPL Financial since 2000. Masus also serves as a notary for his clients. Masus Financial Group, Ltd. provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm manages over $190 million in discretionary assets and employs a multi-disciplinary research approach to construct customized portfolios with a long-term focus, including a wrap fee program for bundled transaction costs.

Austin Kight is a financial advisor at Cambier Capital, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including 2642 Capital, LLC, ALPS Distributors, Inc., PT Asset Management LLC, Performance Trust Capital Partners LLC, Innovator Capital Management, Foreside Fund Services, LLC, and Weber Shandwick. Cambier Capital provides continuous wealth and investment management services to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, corporations, and other business entities. The firm offers customized portfolios using mutual funds, ETFs, individual equities, and fixed-income securities, employing a primarily long-term investment approach with flexibility to adjust based on client objectives or market conditions.

David Pequet is a financial advisor with MPI Wealth Management LLC in Hinsdale, IL, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He previously worked at MPI Investment Management for 32 years before joining MPI Wealth Management in 2019. Outside of his advisory role, he serves as Director and Treasurer of the Roger B. Chaffee Scholarship Fund and is an officer of Duck Lake Inn LLC, a cottage rental business. MPI Wealth Management provides discretionary investment management and sub-advisory services to institutional and individual clients, including pension plans, investment advisers, banks, corporations, charitable organizations, and high-net-worth individuals. The firm employs a combination of quantitative techniques, technical and fundamental analysis, and macroeconomic research to tailor diversified portfolio strategies across fixed income, dividend equity, and total return equity investments.

Jeremiah Yi is a financial advisor at Cambier Capital, LLC in Wheaton, IL, holding Series 66 and Series 63 licenses with four years of industry experience. His prior roles include positions at 2642 Capital, ALPS Distributors, PT Asset Management, Performance Trust Capital Partners, Cresset, Compass Mortgage, Priority Health, Pumpkin, and Wheaton College. Cambier Capital provides wealth management and investment services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a long-term investment approach using customized portfolios of mutual funds, ETFs, equities, and fixed income, and offers family office services, financial planning, and consulting.

Richard Holmberg is a financial advisor at Liberty Asset Management, Inc. with 20 years of industry experience. He holds a Series 65 designation and has been with Liberty Asset Management since 2006. In addition to his advisory role, he is a partner in the law firm of Mosteller & Holmberg, P.C. Liberty Asset Management provides portfolio management and financial planning services to individuals, trusts, retirement plans, corporations, and charitable organizations, emphasizing a long-term, diversified investment approach based on Modern Portfolio Theory.

Nicholas Niemi is a CFP® and holds a Series 66 license with five years of industry experience. He has worked at Sebold Capital Management since 2023 and previously held positions at Bank of America, Merrill, and The Mather Group. Sebold Capital Management provides personalized wealth management and investment advisory services to individuals, families, trusts, estates, and family-owned businesses. The firm employs a strategic asset allocation approach combining passive index and ETF exposures with selected active funds, dividend-paying equities, and municipal bonds.

Natalia Kabbe is a financial advisor at Blue Cedar Advisors LLC with two years of industry experience. She holds a Series 65 designation and has been with Blue Cedar Advisors since 2021. In addition to her work in financial advising, she is a managing partner at Kabbe Law Group LLC, a law practice specializing in estate planning and elder law. Blue Cedar Advisors provides portfolio management and integrated financial planning services primarily to high-net-worth individuals. The firm uses a combination of analytical methods and maintains a long-term trading orientation, preparing individualized Investment Policy Statements and conducting ongoing monitoring, asset allocation, and security selection.

Eric Cervantes is a CFA® charterholder with 20 years of experience at Investment Consulting Services, LLC, based in Lombard, IL. He has been with the firm since 2006. Outside of his advisory role, he is a partner in a rental property business in Texas. Investment Consulting Services, LLC provides financial planning, investment management, wealth management, and retirement plan consulting primarily to high-net-worth individuals and employer-sponsored retirement plans. The firm utilizes Modern Portfolio Theory and a combination of passive and active investment strategies, serving a small, concentrated client base with a focus on large-dollar assets.

Sean Sebold is a CFP® and CFA® with 28 years of industry experience. He is a principal at Sebold Capital Management, Inc., where he has worked since 1998. Prior to that, he has been affiliated with The Mather Group since 2026. Sebold Capital Management provides personalized wealth management and investment advisory services to individuals, families, trusts, estates, and family-owned businesses. The firm employs a strategic asset allocation approach that blends passive index and ETF exposures with select active funds, dividend-paying equities, and municipal bonds, offering both discretionary and non-discretionary portfolio management.

Noland Langford is a CFP® with 26 years of industry experience. He is the principal owner and CEO of Left Brain Wealth Management, LLC, where he has worked since 2014. Prior to that, he held positions at Wells Fargo Clearing and Merrill. Langford also serves as director to Left Brain Capital Appreciation Master Fund and Offshore Fund and is involved with Left Brain Real Estate, a real estate development and management business. Left Brain Wealth Management serves individuals, trusts, corporations, retirement plans, and tax-exempt entities, providing discretionary asset management, financial planning, and 401(k) consultative reviews. The firm employs a proprietary platform combining fundamental, technical, and quantitative analysis to tailor investment advice, managing assets through both individual accounts and affiliated pooled funds.

Brian Phillips is a CFP® and holds a Series 65 license, currently serving as an advisor at Kuhn Capital Partners with two years of industry experience. Prior to joining Kuhn Capital Partners in 2025, he worked at RMB Capital and Busey Wealth Management. He is a minority owner of Bison Natural Resources, LLC, which is involved with private funds managed by Kuhn Capital Partners. Kuhn Capital Partners provides discretionary asset management, financial planning, and retirement advice to individual and high-net-worth clients, as well as pooled investment vehicles. The firm constructs portfolios based on client objectives and risk tolerance, offers access to alternative investments for qualified clients, and manages multiple private funds as adviser, sponsor, and general partner.

Ian Dillow is a Series 65-licensed advisor at Dillow Wealth Management LLC with one year of industry experience. Prior to joining his current firm in 2025, he worked at Dexian and attended High Point University. Dillow Wealth Management provides wealth management, investment management, and financial planning services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm employs a mix of fundamental and technical analysis to construct customized portfolios using low-cost mutual funds and ETFs along with individual securities and alternative investments.

Charles Campbell is a financial advisor with BlackWatch Financial Group, LLC in Lisle, Illinois. He holds Series 63, 65, and 66 licenses and has 37 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, Inc. and several other financial firms. BlackWatch Financial Group serves ultra-high-net-worth families and charitable organizations, offering discretionary investment management, financial planning, and multi-family office services. The firm focuses on customized investment policies and diversified asset allocation, including alternatives, supported by ongoing monitoring and consolidated reporting.

Mark Doyle is a financial advisor at Clement Street Capital LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Entrust Services since 2004, where he also serves as managing director of a non-investment-related business providing bill payment and financial reporting services. Prior to that, he was employed at Raymond James Financial Services and Deutsche Bank Securities. Clement Street Capital provides discretionary asset management and financial planning primarily to high-net-worth individuals, trusts, corporations, retirement plans, and other legal entities. The firm manages portfolios using a tailored investment policy with a long-term orientation, employing a mix of equities, fixed income, ETFs, REITs, alternatives, private placements, and options.

Brendan Moody is a financial advisor with Watershed Private Wealth LLC in Oak Brook, IL, holding Series 63 and Series 65 licenses and 18 years of industry experience. His previous roles include positions at Spotlight Asset Group and Fidelity Investments. Moody serves as treasurer for the Fisher Falcon Education Foundation in a volunteer capacity. Watershed Private Wealth provides investment advisory services to individuals, trusts, estates, and pension plans, offering discretionary portfolio management, financial planning, and access to various investment strategies including direct indexing and cryptocurrency-linked ETFs. The firm uses a combination of fundamental, quantitative, and modern portfolio theory analyses to create customized investment programs aligned with clients’ goals and risk tolerance.

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 spent 13 years at Invesco Distributors, Inc. before joining his current firm. Fortune Financial Group provides financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs long-term investment strategies using active and passive mutual funds and ETFs, serving both retail and higher-net-worth clients.