Meridith Hutchens is a financial advisor at Fortis Portfolio Solutions, LLC with 28 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Crossroads Advisory Group and Polaris Greystone Financial Group. She is also managing partner of Fortis Consulting, LLC, which provides best practice solutions for registered investment adviser firms. Fortis Portfolio Solutions offers discretionary portfolio management, sub-advisory, and white-label investment services primarily to high-net-worth individuals and other registered investment advisers. The firm’s investment approach integrates fundamental enterprise valuation with technical and quantitative analysis, emphasizing risk control through tactical cash allocations, sell-discipline triggers, and the use of derivatives and borrowing in separately managed accounts.

John Daly is a CFP® and holds a Series 66 license, with 23 years of experience in the financial industry. He is the principal of Daly Investment Management, LLC, an independent advisory firm he founded in 2009, and previously operated as a sole proprietor since 2000. Daly also worked at Steele Capital Management, Inc. in 2017. Daly Investment Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, offering discretionary asset management and financial planning. The firm applies Modern Portfolio Theory to tailor investment strategies to clients' objectives, providing services that include pension consulting for corporate clients as well as a range of investment options such as mutual funds, ETFs, fixed income, and alternative instruments.

Colin founded Mindful Money Financial Counsel in 2010 and has over 18 years of experience talking with people about money. Prior to founding the company, he worked at Fidelity Investments for 10 years in a variety of positions: service and trading representative, retirement investment specialist, investment representative, financial planning consultant, and Vice President Senior Account Executive. He received an MBA with a finance concentration from Xavier University and a bachelor's degree in Business Management from Ohio University. Colin is a CERTIFIED FINANCIAL PLANNER™ professional, and a Registered Investment Adviser. He specializes in providing holistic financial planning and investment advice to Chicagoland individuals and couples in their 30’s and 40’s. Colin is an early riser, an Eagle Scout, and eager to lend a hand. He was born in Dayton, Ohio and lived in Waldorf, Maryland and Cincinnati, Ohio before moving to Chicago in 2003.

Jonathan Grubb is a financial advisor with Accountants Wealth Management Group LLC, holding a Series 65 designation and 10 years of industry experience. He previously worked at Archer Investment Corporation and operates an affiliated CPA practice, The Hechtman Group, providing accounting and tax services. Accountants Wealth Management Group LLC offers discretionary and non-discretionary asset management to individuals, high-net-worth clients, trusts, estates, and business entities. The firm emphasizes fundamental analysis and long-term investment strategies, combining investment advisory with licensed accounting services.

Rosalyn Kemp is a CFP® with 23 years of industry experience. She is the sole advisor at Chestnut Beach Wealth, an independent firm she joined in 2026. Her prior experience includes seven years at Citigroup and nine years at JP Morgan in Chicago. Chestnut Beach Wealth provides financial planning and investment management services primarily to individuals and high-net-worth clients through defined service offerings, including ongoing combined planning and portfolio management, comprehensive one-time plans, and standalone consultations. The firm integrates modern portfolio theory with a combination of passive and active investment vehicles and applies multiple analytical techniques to develop client-specific investment policies, with a focus on long-term management and periodic reviews.

Eric Stewart is a Series 65-licensed financial advisor based in Chicago, IL, with experience spanning multiple roles since 2024, including positions at Apple Inc. and several other companies. He is affiliated with Vector7 Capital, a newly registered investment advisory firm. Vector7 Capital offers discretionary and non-discretionary portfolio management, comprehensive and modular financial planning, and ERISA retirement plan advisory services. The firm utilizes a blend of fundamental and technical analysis, quantitative methods, and enterprise-grade AI tools to develop tailored investment strategies for a diverse client base.

Boon Lee is the principal advisor at Purelight Investment Advisors LLC in Chicago, IL. He holds a Series 66 designation and has 13 years of industry experience. Since founding Purelight in 2016, he has been solely responsible for the firm's advisory and compliance functions. Purelight Investment Advisors is an independent, fee-only portfolio management firm serving individuals, trusts, estates, and charitable organizations. The firm focuses on defining client objectives and risk tolerances to construct portfolios using fundamental and technical analysis, with ongoing monitoring and quarterly reviews.

Alfred Nichols is the sole advisor at Nichols Wealth Advisors in Chicago, IL, holding CFP® and ChFC® designations with 38 years of industry experience. He founded Nichols Wealth Advisors in 2016 and serves as a trustee and finance committee member for St. John African Methodist Episcopal Church in Aurora, IL, where he manages approved funds. Nichols Wealth Advisors serves individual and institutional clients with discretionary and non-discretionary portfolio management, financial planning, and pension consulting. The firm employs three actively managed investment strategies focused on equity income, multi-cap equity, and intermediate fixed income, emphasizing disciplined portfolio construction and risk-adjusted performance.

Alvin Walker Jr. is a financial advisor at Lake Jericho, LLC with 17 years of industry experience. He holds the CFP® and CFA® designations and has worked at Lake Jericho since 2014, following six years at One Compass Advisors. Lake Jericho, LLC is an independent, fee-only registered investment adviser serving individuals, households, family offices, foundations, endowments, nonprofit organizations, plan sponsors, and businesses. The firm employs a disciplined investment approach based on modern portfolio theory and academic research, combining passive core exposures with selective active management, and also provides benefit-plan consulting and financial planning services.

Michael Vlahandreas is the sole advisor at Pilot Asset Management LLC in Winnetka, IL, holding a Series 65 designation with 18 years of industry experience. He has been with Pilot Asset Management since 2008. Pilot Asset Management is a state-registered investment adviser serving individuals, trusts, and corporations with discretionary and non-discretionary portfolio management. The firm employs a mix of fundamental and technical analysis, emphasizing asset allocation and diversification, and uses option strategies such as covered calls and cash-secured puts to generate income or acquire positions.

Benjamin Henke is a financial advisor at Menominee Capital in Chicago, IL, holding Series 65 and Series 66 licenses with two years of industry experience. His background includes roles at Merrill, Kruse Asset Management, and Christian Tax Law. Outside of finance, he has been involved with Wendella Tour and Cruises and Glunz Tavern. Menominee Capital is a state-registered investment adviser offering portfolio management, third-party manager oversight, and financial planning services to individuals and institutional clients. The firm primarily uses passive investment management with index funds and ETFs, supplemented by active strategies when appropriate.

Michael Distasio is a financial advisor at Valor Advisers in Chicago, IL, holding a Series 65 credential with four years of industry experience. His prior work includes roles at Mad Wealth, LLC and AHP Capital Management, LLC. Outside of advising, he manages personal real estate investments. Valor Advisers provides investment advice and financial planning to individual investors and employer plan sponsors, offering portfolio management, standalone planning, and retirement plan consulting. The firm employs a blend of fundamental, technical, and cyclical analysis and utilizes a range of strategies including stock and option trading.

William Keffer is a CFP® and ChFC® with 20 years of experience in financial planning, operating Keffer Financial Planning since 2007. His background includes extensive work in life, annuity, and insurance businesses. Keffer Financial Planning serves individuals, trusts, estates, charitable organizations, small businesses, and professionals, offering financial planning and investment consultation. The firm emphasizes a long-term, buy-and-hold investment approach using asset-allocation models and provides services on an hourly or project basis without custodial management of client assets.

Michael Marietti is the sole advisor at Riverbend Planning Group LLC in Chicago, holding a Series 65 designation and bringing 27 years of industry experience. He has led Riverbend Planning Group since 2013 and also serves as president of a consulting business, MTS Capital Inc. Riverbend Planning Group is an independent registered investment adviser serving individuals, including high-net-worth clients, as well as institutional and tax-advantaged entities. The firm offers discretionary and non-discretionary portfolio management along with comprehensive financial planning services tailored to client goals, employing a combination of asset-based management and fixed-fee planning engagements.

Jonathon Bell is a financial advisor at Royalty Wealth Management, Inc. in Chicago, IL, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has held prior positions at Rudis Capital Management, Saxony Capital Management, Rothschild Investment LLC, and LaSalle Financial Services. Royalty Wealth Management is an independent firm serving individual and high-net-worth clients, trusts, estates, and business entities with discretionary asset management and investment consulting. The firm customizes portfolios using quantitative optimization, technical analysis, and a mix of investment instruments, offering model strategies and performance-based account programs uncommon among similarly sized firms.

Mark Miller is a CFA® charterholder and Series 63 licensee with eight years of industry experience. He has been with BlueView Investment LLC since 2017 and previously worked at Crystal Rock Capital Management. BlueView Investment LLC provides advisory services to individuals, high-net-worth clients, pooled investment vehicles, charitable organizations, and business entities. The firm focuses on equities using fundamental analysis and employs long-term and short-term trading as well as short sales, with an emphasis on long/short equity strategies and discretionary portfolio management.

Mauricio Ramirez Calvo is a financial advisor at Stratfinx Wealth in Chicago, holding a Series 65 designation with one year of industry experience. His prior roles include work at Kard Financial and Allstate Investments, and he has been involved with Plume Design since 2021. Stratfinx Wealth is an independent firm providing investment management and financial planning to individuals, high-net-worth clients, and corporate entities, including international clients. The firm employs an investment approach based on Modern Portfolio Theory, combining passive and active strategies and offering discretionary portfolio management alongside tailored financial planning.

Stuart Mcdermott is a CFA® charterholder and the sole advisor at Defender Asset Management LLC in Evanston, IL, with six years of industry experience. He previously worked as a self-employed advisor and spent sixteen years at Holland Capital Management. Defender Asset Management provides investment advisory and financial planning services to individuals, trusts, closely held businesses, and pension or profit-sharing plans. The firm coordinates with third-party investment managers who execute client strategies, focusing on diversified manager allocations and ongoing performance monitoring rather than discretionary trading.

Ginger Gorden is a CFP® professional with 12 years of experience in the financial industry. She is the principal advisor at GGCFO Advisors and also serves as president and accountant of GD Group, Inc., where she provides outsourced CFO and accounting services. GGCFO Advisors offers financial planning, investment supervisory services, and access to institutional sub-advisers primarily for individual and high-net-worth clients. The firm employs a market-based, structured investment approach focused on diversification, cost awareness, and continuous market exposure, typically managing portfolios on a discretionary basis.

David Raub is a financial advisor at Outlook Capital Management, LLC in Arlington Heights, IL, holding a Series 65 designation with 21 years of industry experience. He has been with Outlook Capital Management since 2004. Outlook Capital Management is a small, discretionary advisory firm managing portfolios primarily for individual and high-net-worth clients. The firm employs a fundamental analysis-based, concentrated long-term equity strategy focused on financially strong, large-cap U.S. companies, with portfolios managed on a discretionary basis and tailored to client objectives and risk tolerance.