Patricia Blagojevich is a financial advisor with Investment Navigation LLC in Chicago, IL, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Janian Investment Advisers, The Maytag Group LLC, and she is involved in producing podcasts and documentary films through Blue Suede Shoes Productions, LLC. Investment Navigation LLC provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individuals, 529 accounts, other advisers, and employer-sponsored plans. The firm uses third-party model marketplaces and applies fundamental analysis along with Modern Portfolio Theory to construct portfolios tailored to client goals and risk tolerances.

Gary Tagtmeier is the sole advisor at Financial Awareness Institute, where he has worked since 1985. He holds a Series 65 designation and has 28 years of industry experience. Based in Woodridge, IL, Tagtmeier focuses on delivering financial education and counseling services. Financial Awareness Institute primarily serves employers and their employees through workplace financial wellness programs, while also offering individual counseling and portfolio management. The firm emphasizes behavioral finance and personalized money-management strategies, providing non-discretionary advisory services with detailed employer usage reporting and educational content.

Therese Martin is a CFP® with 24 years of experience in financial advising. She is the sole advisor at Martin Financial Management, an independent firm she founded in 2002. Martin Financial Management offers personalized financial planning and investment management to individuals, trusts, and estates. The firm employs a strategic asset allocation with a core-and-satellite approach, focusing primarily on non-discretionary portfolio management and providing services through various fee arrangements.

George Blaskett is a financial advisor at Seam Financial with a Series 65 designation and one year of industry experience. His prior work history includes roles at PricewaterhouseCoopers and Crunch. Seam Financial LLC is a fee-only registered investment adviser providing discretionary investment management and comprehensive financial planning to individuals and high-net-worth clients. The firm employs a blend of fundamental, technical, cyclical, and charting analysis within a framework based on Modern Portfolio Theory, utilizing both passive and active management strategies.

Norman Sehnoutka III is a financial advisor at Naperville Private Wealth, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones, Morgan Stanley, The Huntington Investment Company, and The Huntington National Bank. He is also a licensed insurance agent, dedicating a portion of his time to insurance sales and implementation. Naperville Private Wealth is an independent advisory firm serving individual and high-net-worth clients with discretionary wealth management and financial planning. The firm employs a long-term, fundamental analysis approach, using diversified mutual funds, ETFs, and individual securities, while tailoring strategies to clients’ goals and risk tolerance.

Meridith Hutchens is a financial advisor at Fortis Portfolio Solutions, LLC in Chicago, IL, holding Series 63 and Series 65 credentials with 29 years of industry experience. She has held roles at multiple firms, including Crossroads Advisory Group, CoreCap Advisors, and Polaris Greystone Financial Group. Outside of her advisory work, Hutchens is managing partner at Fortis Consulting, LLC, which provides best practice consulting services for RIA firms. Fortis Portfolio Solutions offers discretionary portfolio management, sub-advisory, and white-label asset management services primarily to high-net-worth individuals and other registered investment advisers. The firm uses proprietary valuation models combined with technical and momentum analysis to build tactical, concentrated portfolios that emphasize risk control and flexibility.

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.

Ronald Aubrey is the sole advisor at RJ Aubrey Investments Corp., an independent firm based in Glen Ellyn, IL. He holds a Series 65 designation and has 21 years of industry experience, having founded the firm in 1989. RJ Aubrey Investments Corp. is a fee-only registered investment adviser offering discretionary investment management and limited financial planning to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm focuses on asset allocation and long-term investing, using quantitative, fundamental, and technical analysis to select securities while managing portfolio volatility through mutual funds, ETFs, and fixed income.

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.

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.

Andrew Powers is a financial advisor at Powers Financial Group, LLC in Naperville, IL, holding a Series 66 designation with 18 years of industry experience. His prior roles include positions at Ventoux Financial Advisors, Tradingblock, and Securian Financial Services. He volunteers with the Naperville Jaycees. Powers Financial Group is an independent advisory firm providing investment supervisory services, portfolio management, and modular financial planning to individuals, trusts, foundations, and institutional clients. The firm employs a combination of fundamental, technical, cyclical, and volatility analysis, offering strategies such as actively managed option overlays and block trading tailored to client objectives and risk tolerance.

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.

Ratnam Chitturi is a financial advisor with Gamma Group in Burr Ridge, IL, holding a Series 65 credential and 28 years of industry experience. He has been self-employed since 1997 and has worked with Gamma Group since 1996. In addition to his advisory work, he engages in part-time consulting unrelated to investments. Gamma Group provides discretionary portfolio management primarily for individual investors, IRAs, living trusts, and custodial accounts with a typical account minimum near $100,000. The firm employs a fundamentals-based, long-term investment approach using diversified allocations of no-load mutual funds, index funds, and ETFs, and operates a single-advisor model.

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.

Christopher Parks Jr. is a CFP® with 10 years of industry experience, currently serving as the sole advisor at Northwood Wealth Management, LLC. His prior roles include positions at RWA Wealth Partners, Polaris Greystone Financial Group, and Fidelity. Northwood Wealth Management offers comprehensive financial planning, discretionary portfolio management, and pension consulting primarily for high-net-worth individuals, trusts, retirement plans, and business clients. The firm employs a tailored investment approach utilizing both fundamental and technical analysis across a broad range of instruments, with a focus on tax-efficient strategies and coordination with external accounting services.

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.

Daryl Varney is a financial advisor at Lotic Financial Planning LLC in Naperville, IL, holding a Series 65 designation with one year of industry experience. Prior to entering financial planning, Varney spent 18 years in homemaking. Lotic Financial Planning LLC offers fee-only, project-based financial planning services to individuals, families, small businesses, and high-net-worth clients through limited-scope, one-time engagements. The firm’s advice incorporates modern portfolio theory and fundamental analysis, focusing on standalone planning without ongoing portfolio management or custody.

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.