Alayna Leuzé is a financial advisor with Significant Wealth Partners LLC, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Bank of America, Merrill Lynch, and Stephen Smith Financial, Inc. She is also licensed as an insurance agent and engages in insurance sales outside of her advisory work. Significant Wealth Partners serves individual and high-net-worth clients through portfolio management, financial planning, and educational seminars. The firm employs a range of investment strategies, including fundamental and quantitative analysis, and manages accounts primarily on a discretionary basis with documented client risk tolerances and Investment Policy Statements.

Daniel Winslow is a financial advisor at Winslow Financial LLC with 20 years of industry experience. He holds a Series 65 designation and is also a Certified Public Accountant, providing tax preparation services on a project basis for some clients. Winslow is licensed as an insurance agent in Florida and Illinois and may offer certain fixed insurance products. Winslow Financial LLC serves individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans, offering investment management and financial planning. The firm’s approach emphasizes asset allocation and diversification consistent with Modern Portfolio Theory, managing accounts on a non-discretionary basis with a focus on low trading frequency and client-directed decisions.

Douglas Damrow is a financial advisor at Trust Investment Advisors Wealth Management, LLC with 45 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Oppenheimer & Co. Inc. for 14 years before joining his current firm in 2024. Trust Investment Advisors Wealth Management, LLC provides comprehensive investment advisory and consulting services to individuals, families, business owners, and charitable organizations. The firm typically manages client accounts on a non-discretionary basis, combining fundamental, technical, and qualitative analysis to develop tailored asset allocation and risk strategies.

John Hollahan is a Series 65-licensed financial advisor at Arlington Wealth Management with 15 years of industry experience. He has been with Arlington Capital Management since 2011. Outside of his advisory role, he is involved with the Investor Education Institute in an operational capacity and is a part-owner of Advanced Tax Reduction Group. 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 quantitative and qualitative investment strategies across multiple risk-based model portfolios.

Michael Graft is a financial advisor with Simplified Wealth Management, LLC, holding a Series 65 designation and bringing eight years of industry experience. His prior roles include positions at Significant Wealth Partners Inc. and Kingsview Asset Management. Outside of advising, he manages construction projects through MJG Construction, LLC and serves as a managing broker at The Heritage Realty Group, Inc. Simplified Wealth Management, LLC provides discretionary and non-discretionary asset management and financial planning services to individual and high-net-worth clients. The firm employs multiple analysis methods and a variety of investment strategies, including options and derivatives, and serves a small client base without requiring a minimum account size.

Jenifer Aronson is a CFA® charterholder with 12 years of experience in financial advising. She has been with Mosaic FI LLC since 2013 and has been associated with the Mosaic FI brand since 2010. Mosaic FI LLC serves individuals, families, trusts, and small business clients by providing portfolio management and holistic financial planning. The firm customizes investment strategies using a combination of fundamental, technical, cyclical, and quantitative analysis, managing client assets internally for approximately 244 clients.

Alan Loewy is a financial advisor at Avocet Capital Management LLC with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Avocet since 2011. Loewy has contributed articles to Seeking Alpha, receiving compensation based on article page views. Avocet Capital Management provides discretionary investment management and hourly financial planning to high-net-worth individuals, trusts, estates, and business clients. The firm uses quantitative optimization and risk/return analysis alongside fundamental and technical research to create tailored portfolios, including the use of options and derivatives strategies, which is uncommon among similar-sized advisers.

Bradley Mendel is a CFP® professional with eight years of industry experience. He has been with Mendel Money Management Inc. since 2013, where he is one of four advisors. Mendel Money Management provides discretionary and non‑discretionary investment supervisory services, financial planning, and consulting to individuals, retirement plans, trusts, charitable organizations, and corporate entities. The firm manages approximately $317 million in client assets and employs a research-supported investment process that includes the use of derivatives primarily for income generation or protection.

James Uren is a CFP® with 24 years of industry experience, currently serving as an advisor at Phase III Advisory Services, LTD since 2001. He is also affiliated with Osaic Wealth, Inc. Outside of his advisory role, he has created online content related to his personal weight loss journey, generating revenue through affiliate marketing and product sales. Phase III Advisory Services, Ltd. provides investment management, portfolio monitoring, and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $162 million in assets for about 366 clients, employing a combination of fundamental and technical analysis, risk-tolerance profiling, and periodic rebalancing across discretionary and non-discretionary portfolios.

Hal Marcus is a financial advisor at Buss Capital Management, LLC with 37 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has worked at Citigroup and Citigroup Global Markets since 2007. Buss Capital Management, LLC is a small advisory firm serving individuals, businesses, and not-for-profit organizations. The firm provides portfolio management, financial planning, and consulting services, using a client-centered approach that combines fundamental and technical analysis tailored to each client’s goals and risk tolerance.

Roger Hoenes is a CFP® and ChFC® with 22 years of industry experience. He is currently with K&H Wealth Partners and has previously worked at Weaver Capital Management and Provision Advisor Group. Outside of his advisory role, he manages agricultural operations and rental property through private LLCs. K&H Wealth Partners is a supported registered investment adviser serving individuals, high-net-worth clients, and institutional plan sponsors. The firm offers discretionary portfolio management and financial planning, utilizing asset allocation, model portfolios, and third-party managers, with a range of strategies from long-term investing to short-term trading.

David Schlossberg is a financial advisor at Assured Advisory Group, LLC with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Purshe Kaplan Sterling Investments, National Asset Management, and Fsic. Outside of his advisory work, he is president of a tax preparation and planning business. Assured Advisory Group serves individual clients, including high-net-worth households, providing discretionary investment management and financial planning. The firm manages approximately $87 million and uses a blend of fundamental, technical, and cyclical analysis supplemented by computer-driven tools, offering diversified portfolios with ETFs, mutual funds, government securities, options, and variable annuities.

Daniel Walsh is a financial advisor at Tree City Investments, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Triad Advisors, Inc. and TransAmerica. Outside of his advisory role, he is president of several local businesses including a bakery, a restaurant, and a food distribution company. Tree City Investments is a two-advisor firm offering ongoing asset and portfolio management services to individual and high-net-worth clients as well as qualified plans. The firm employs a multi-disciplinary investment process incorporating fundamental, technical, and cyclical analysis, and utilizes strategies ranging from long-term holdings to active trading and option writing, with a focus on primarily non-discretionary asset management.

Jacob Derrig is a CFP® and ChFC® professional with 16 years of industry experience. He has worked at Momentum Wealth Management since 2024 and previously held roles at Charles Schwab & Co., Inc. and GWFS Equities, Inc. He is also a licensed life and health insurance agent. Momentum Wealth Management provides wealth management and comprehensive financial planning services to individuals, charitable organizations, and businesses. The firm combines modern portfolio theory with quantitative methods and uses third-party model portfolios and sub-advisers as part of its investment approach.

Brian Malizia is a financial advisor at Lakeshore Capital Group, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms, including J.W. Cole Advisors, Inc. and Global Financial Private Capital, LLC. In addition to his advisory role, he is president and owner of Lakeshore Tax Consulting, a tax preparation business. Lakeshore Capital Group provides financial planning and discretionary portfolio management to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers comprehensive planning and tailored investment strategies that utilize a combination of in-house models, third-party providers, and a broad range of investment products.

Lawrence Strzelecki is a CFP® and holds a Series 66 license with 22 years of industry experience. He is currently with Assured Advisory Group, LLC, where he has worked since 2021, following prior roles at Purshe Kaplan Sterling Investments and National Asset Management. He is also involved as an agent in the sale of fixed and traditional insurance products. Assured Advisory Group serves individual and high-net-worth households with discretionary portfolio management, comprehensive financial and estate planning, and educational seminars. The firm uses a blend of fundamental, technical, and cyclical analysis, including computer-driven analytics, to construct portfolios that may include equities, ETFs, mutual funds, and option strategies.

Kathleen Leipprandt is a CFP® and ChFC® with 39 years of industry experience. She has worked at Baldwin Financial Advisors, LLC since 2014 and previously with Equitable Advisors, LLC and Axa Advisors, LLC. Leipprandt serves as a consultant for investment matters at First United Methodist Church and is a Darnall Fellow at DePauw University, where she guides students in career development. She also holds roles with the National Association of Estate Planners and Councils and serves on the board of Harper College and the Downtown Arlington Heights Business Association. Baldwin Financial Advisors primarily serves individuals, families, and small businesses through personalized financial planning and advisory consulting. The firm employs a modular planning process that delivers recommendations based on client data without providing discretionary portfolio management or custody of assets.

Robert Finley is a CFP® at Virtue Asset Management LLC in Barrington, IL, with 10 years of industry experience. He has been with Virtue Asset Management since 2016. Outside of his advisory role, he serves as a board member of the Barrington Chamber and as board treasurer for the Evergreen Cemetery Non Profit Association. Virtue Asset Management serves individual and high-net-worth clients through discretionary portfolio management and integrated financial planning. The firm employs a client-customized investment approach, utilizing quantitative analysis and a range of investment vehicles, including equities, fixed income, and option strategies, to address clients’ objectives and risk tolerance.

Joshua Lang is a financial advisor with Significant Wealth Partners LLC in Cary, Illinois. He holds a Series 65 designation and has five years of industry experience. His prior work includes roles at Mutual Trust Life, Brookstone Capital Management LLC, Highland Capital Brokerage, The Achievement Group, Modern Woodmen of America, and ISS Action Inc. Significant Wealth Partners serves individual, high-net-worth, and corporate clients by providing discretionary portfolio management and financial planning. The firm utilizes a blend of fundamental, quantitative, technical, and modern portfolio theory analyses to construct portfolios, employing long-term trading, options strategies, and selective use of leveraged and inverse ETFs.

Mart Mcclellan is a financial advisor at Macro Wealth Management, Inc. with 18 years of industry experience. He holds a Series 65 designation and has been with Macro Wealth Management since 2007. In addition to his advisory role, Mcclellan is an orthodontist and owns McClellan Orthodontics, where he works approximately 125 hours per month. Macro Wealth Management serves individual and high-net-worth clients as well as certain retirement and profit-sharing plans, focusing on comprehensive financial planning and asset allocation. The firm typically implements investment strategies by directing clients to third-party money managers and supports clients through periodic reviews and documented investment policy statements.