Sam Bakou is a CFP® with 21 years of experience in the financial industry. He is the sole advisor at Sora Wealth, LLC, an independent firm he has led since 2021, having previously worked for 18 years at Vantage Financial Partners Limited. Sora Wealth, LLC provides personalized wealth management, financial planning, and discretionary portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental and technical analysis to build individualized investment plans and employs a broad set of instruments and strategies, including options and alternative funds, while delegating day-to-day trading and operations to a sub-adviser.

Deidre Mcclurg is the sole advisor at Stoken Asset Management LLC, an independent firm based in Winnetka, IL. She holds Series 63 and Series 65 licenses and has 12 years of industry experience. Mcclurg has led Stoken Asset Management since its inception in 2013. Stoken Asset Management provides discretionary portfolio management and investment supervisory services primarily to individual and high-net-worth clients. The firm employs a combination of fundamental analysis, technical charting, and cyclical methods within a framework defined by written Investment Policy Statements.

Edwin Cogan is a financial advisor at Steeplechase Investments with 28 years of industry experience. He has been with Steeplechase Investments since 1994. Steeplechase Investments provides discretionary portfolio management primarily to individual clients, focusing on direct investments in stocks, bonds, and exchange-traded funds. The firm employs an active, tactical approach that adjusts between capital appreciation and preservation based on macroeconomic analysis and technical chart patterns, tailoring portfolios to clients’ age and income needs.

Angela Major Hart is a CFP® professional with four years of industry experience, currently serving as the principal advisor at Veridian Private Wealth Management. She has held previous roles at Byline Bank, Northern Trust Securities, Northern Trust Bank, and First Midwest Bank. Ms. Hart is also a licensed attorney and an active member of the Illinois Bar. Veridian Private Wealth Management offers discretionary investment management and qualified retirement plan consulting to high-net-worth individuals, families, trusts, estates, businesses, charities, and employee benefit plans. The firm employs a strategic asset allocation framework with a proprietary methodology emphasizing diversification and provides ERISA fiduciary services uncommon among independent advisors.

Abigail Hoon is a financial advisor at Phase III Advisory Services, LTD with one year of industry experience. She holds a Series 66 designation and has work history including roles at Osaic Wealth, Inc. and Matrix Design LLC. Outside of advisory work, she is also active as an insurance agent. Phase III Advisory Services serves individuals, trusts, estates, charitable organizations, and business entities by providing asset management through its Vision2020 Wealth Management Platform, financial planning, and portfolio analysis services. The firm employs an active management approach guided by asset allocation tools and an in-house investment committee, combining model portfolios with direct-security and derivative strategies.

Thomas Ahlbeck is a financial advisor at Ahlbeck Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera Financial Specialists LLC and Cetera Investment Advisers LLC. Outside of his advisory role, he manages and owns commercial and residential real estate properties with family members and serves as the treasurer for Maine Township School. Ahlbeck Financial provides portfolio management primarily to individual and high-net-worth clients, tailoring investment strategies to clients' goals and risk tolerance. The firm employs fundamental analysis, modern portfolio theory, and technical analysis, offering discretionary management across various asset classes with regular account reviews.

David Valenti is a CFP® professional at Virtue Asset Management LLC with six years of industry experience. Prior to joining Virtue in 2020, he worked for 30 years at Bank of America Private Bank. He is also a licensed attorney in the State of Illinois, currently non-practicing and uncompensated in that capacity. Virtue Asset Management serves individual and high-net-worth clients through discretionary portfolio management and integrated financial planning, focusing on customized investment strategies that incorporate risk tolerance, tax, and estate considerations. The firm manages just over $200 million in assets with a small advisory team and utilizes a variety of investment vehicles, including derivatives when suitable.

Bronwyn Mirretti is a CFP® professional with 25 years of industry experience, currently serving at Mirretti Perryman Wealth Strategies, LLC. She has worked with the firm and its predecessors since 2016 and is also an independent insurance agent. Bronwyn serves as a school board member, a role she has held since 2018. Mirretti Perryman Wealth Strategies, LLC provides discretionary portfolio management, financial planning, and retirement plan services to individuals, trusts, and retirement plans, including high-net-worth clients. The firm builds customized, risk-based, and tax-aware portfolios using modern portfolio theory and quantitative methods, supplementing in-house advice with third-party managers and operating as a wrap fee program sponsor.

Philip Tetley is a financial advisor at Tetley Investments, LLC in Park Ridge, Illinois, with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Tetley Investments since 2012. Tetley Investments is an independent asset management and financial planning firm serving individuals, pension plans, corporations, charitable organizations, and trusts. The firm employs a disciplined, long-term investment process combining quantitative and fundamental research within a global asset-allocation framework.

Michael Walther is a CFP® and Series 65 credentialed advisor with 17 years of industry experience. He has been with Oak Wealth Advisors LLC since 2008. Oak Wealth Advisors provides discretionary investment management and financial planning primarily for individuals, families, trusts, estates, and certain employer retirement plans, focusing on individual and high-net-worth clients. The firm emphasizes broadly diversified, low-cost, tax-efficient portfolios constructed mainly with no-load mutual funds and ETFs, guided by client-specific Investment Policies and a passive management approach.

David Bankston is a CFP® with 26 years of industry experience. He is currently with RWC for Life and has held roles at Simplicity Wealth, LLC, FSC Securities Corp, and has operated Bankston Wealth Management, Inc. since 1999. In addition to his advisory work, he manages an accounting firm, David A Bankston CPA, LLC. RWC for Life provides comprehensive financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, and corporate entities. The firm offers customized and model portfolios with regular reviews, serving about 97 client relationships and managing approximately $30.2 million in assets.

Joseph Lopresti is a financial advisor at Arlington Wealth Management in Arlington Heights, IL, with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Arlington Capital Management, Inc. and World Equity Group, Inc. since 2000. Outside of his advisory role, he is involved with the Investor Education Institute and is a part-owner of Advanced Tax Reduction Group and Arlington Business Advisors. Arlington Wealth Management provides wealth management and discretionary investment management primarily to individual clients, including high-net-worth households. The firm employs a structured client process and combines proprietary quantitative models with qualitative research to implement various investment strategies, including proactive asset allocation and defined-outcome ETFs.

Ann Davis is a Series 65-licensed financial advisor at Capital Management Consultants with 14 years of industry experience. She has been with the firm since 2011. Capital Management Consultants provides discretionary and non-discretionary investment management to individuals, retirement and profit-sharing plans, trusts, estates, corporations, and other entities, managing approximately $76 million across about 61 client relationships. The firm employs a blended investment approach that includes fundamental and technical analysis, utilizing strategic, tactical, and dynamic allocation strategies across various asset classes, with an emphasis on client risk profiles and market conditions.

Charles McKenna is a financial advisor at McKenna Capital, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he worked at National Planning Corporation and Tower Wealth Advisors, Inc. He is also a principal and advisor of Heart Capital, LLC, where he advises a commodity fund, and provides consulting services for GModelo USA, LLC. McKenna Capital is a supported advisory firm managing approximately $83 million for fewer than 40 clients, including individuals, pension and profit-sharing plans, and pooled investment vehicles. The firm employs a combination of charting, fundamental and technical analysis, and offers discretionary portfolio management along with one-time and ongoing financial planning services. The firm’s affiliation with a commodity trading enterprise and its involvement with private pooled vehicles distinguish it from many similarly sized advisers.

Jose Cuevas III is a CFP® professional with 18 years of experience in financial advising. He has been with Wisdom Investments since 2016 and also worked at High Five Financial, LLC from 2016 to 2018. Wisdom Investments provides discretionary investment management and financial planning services to individuals, nonprofit organizations, and retirement plans. The firm employs a long-term, buy-and-hold approach guided by Modern Portfolio Theory and the Efficient Market Hypothesis, offering a range of tiered planning services and incorporating educational seminars and AI-enabled tools as part of its client support.

John Kosar is a Series 65 licensed advisor with Asbury Research LLC, where he has worked since 2023. He has prior experience at Symetra, Allvue Systems, Equitrust Life Insurance Company, and Northern Trust. Asbury Research LLC provides subscription-based investment research and model portfolios to individual investors and money managers, and serves as a sub-adviser and model provider to other advisers and broker-dealers. The firm focuses on growth equities, income securities, and high-yield bonds, utilizing fundamental, quantitative, and technical analysis in its research.

David Dickman is the sole advisor at Mindful Wealth LLC in Northbrook, IL, holding Series 63 and Series 65 licenses with 29 years of industry experience. His prior work includes roles at J.P. Morgan Securities Inc. and Lehman Brothers Inc. before founding Mindful Wealth LLC in 2018. Mindful Wealth LLC provides comprehensive investment advisory and financial planning services to high- and ultra-high-net-worth individuals and families, business owners, certain ERISA plans, and private foundations. The firm delivers personalized, tax-aware investment strategies with discretionary portfolio management and coordinates planning alongside clients’ other professional advisers.

Robert Jersey is a financial advisor with GW Asset Management LLC, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. His prior roles include tenures at GW Capital Services, LLC, GW Capital Management, LLC, and Gar Wood Securities, LLC. GW Asset Management LLC provides fee-based portfolio management and model portfolios to a diverse client base, including individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a quantitative approach using ETFs, equities, corporate debt, and mutual funds, incorporating technical, cyclical, and fundamental analysis to guide portfolio allocations.

Justin Mccormack is a financial advisor with First Choice Financial Services LLC in Oak Brook, IL, holding a Series 65 license and 12 years of industry experience. He has been with First Choice Financial Services since 2013 and is also involved with First Choice Insurance Agency, where he has served in various roles since 2005. First Choice Financial Services LLC serves individual and high-net-worth clients by providing financial advice primarily through referrals to third-party money managers and estate-planning support. The firm acts as a liaison, assisting clients with third-party paperwork and ongoing oversight, while drawing on fundamental, technical, and cyclical analysis in its recommendations.

Mark Zelenika is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Leslie Global Wealth, LLC with 11 years of industry experience. He has been with Leslie Global Wealth since 2014. Outside of his advisory role, he participates in investment-related research surveys. Leslie Global Wealth serves individuals, high net worth clients, trusts, estates, and charitable organizations by providing comprehensive portfolio management and financial planning. The firm employs a disciplined investment approach focused on asset allocation and fixed income, offering access to LPL Financial–sponsored managed strategies and supplemental services such as tax planning and real estate analysis.