Brian Levin is a financial advisor at Levin & Levy, LLP with 18 years of industry experience. He holds a Series 65 designation and has been with Levin & Levy since 2004. In addition to his advisory work, Levin is involved in Swift Prepaid Solutions, Inc., where he dedicates significant time. Levin & Levy is an independent firm based in Northbrook, IL, operating with a sole advisor model.

Patrick Scholz is the sole advisor at JH Kaufman LLC in Chicago, IL, holding Series 63 and Series 66 licenses with 29 years of industry experience. He has previously worked at Corhaven Technologies LLC and BCD Advisors. JH Kaufman LLC is an independent advisory firm providing investment management and educational seminars to a small client base of approximately 16 households. The firm combines ongoing portfolio management with financial-product sales and client education, operating at a boutique scale.

James Azzarello is a CFP® with 39 years of industry experience, currently serving as the sole advisor at Copia Financial Solutions, Inc. in Palatine, IL. He has been with Copia Financial Solutions since 2001 and also maintains a long-standing affiliation with LPL Financial since 1997. Copia Financial Solutions, Inc. is an independent investment advisory firm that provides financial planning and consulting services.

Douglas Renz is a financial advisor at Renz Financial Group, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his advisory role, Renz works as a Business Intelligence Architect at Takeda Pharmaceuticals. Renz Financial Group, LLC is an independent firm serving clients with personalized financial advice.

Mathew Vanderkloot is a Personal Financial Specialist (PFS™) and Certified Public Accountant (CPA) with 24 years of industry experience. He has been with VanderKloot & Company, P.C. since 1990, serving as the sole advisor at the firm. In addition to his advisory role, he allocates part of his time to non-advisory activities within the same company. VanderKloot & Company, P.C. is an independent advisory firm based in Bannockburn, IL, serving clients through personalized financial planning and investment services.

Robert Lefevre is a CFP® professional with 24 years of industry experience and has been the principal at Lefevre & Associates since 1990. He also owns and operates a public accounting practice offering accounting and income tax preparation services. Lefevre & Associates is an independent firm based in Palatine, IL.

Glenn Farkas is a financial advisor at Avista Wealth Management with 23 years of industry experience. He holds a Series 66 designation and has worked at Innovation Partners, LLC and Avista Financial Network, Inc., where he serves as president and portfolio manager. Avista Wealth Management is an independent, single-advisor firm that provides investment advisory services primarily to individual clients, as well as pension, profit-sharing plans, and institutional portfolios. The firm customizes asset allocations and investment strategies to client goals and combines advisory services with brokerage and insurance solutions through its unique affiliations.

Jeffery Schaff is a financial advisor with Ardor Investment Management Consulting in Northfield, IL. He holds Series 63 and Series 65 credentials and has 27 years of industry experience. Prior to his current role, he has worked at First Allied Securities, Inc. since 1997. He is also co-owner of Ardor Financial Group and operates as a registered representative through his sole proprietorship. Ardor Investment Management Consulting is a small firm with two advisors that provides supported investment advisory services.

Henry Becker is a financial advisor with H.P. Becker & Co, holding 28 years of industry experience. He has been with H.P. Becker & Co since 1992. Becker is also a general partner at Philbeck Global Biomedical LP.

Bradley Joselit is a financial advisor at Joselit Asset Management with 15 years of industry experience. He holds the Series 66 designation and has worked at Cassandra Trading Group, LLC since 2010. Joselit Asset Management provides portfolio management and advisory services primarily to high-net-worth individuals. The firm manages approximately $67 million for 22 clients through a two-advisor team, focusing on individualized portfolio management and maintaining a limited client roster to support more frequent advisor contact.

Michele Schaff is a financial advisor at Ardor Investment Management Consulting with 27 years of industry experience. She holds Series 63 and Series 65 designations and has been a CPA since 1995. Michele is also involved with Ardor Financial Group, a financial consulting boutique. Ardor Investment Management Consulting is a small firm based in Northfield, IL, serving clients through personalized investment advisory and consulting services.