Nilu Judge is a financial advisor at Kenora Financial, LLC with six years of industry experience and holds a Series 65 designation. She has worked at Enesco, LLC since 2006 and is a part-time partner at Ryan McNeilly & Associates, CPAs, LLC, where she is involved in tax planning and preparation. Kenora Financial serves individual clients, including high-net-worth households, providing financial planning, investment counseling, retirement and estate planning, tax-related advice, and customized portfolio management. The firm emphasizes customized separately managed accounts with diversified concentrated equity positions, tax-aware rebalancing, and a discretionary management approach tailored to client risk and tax circumstances.

Marco Shaw is a financial advisor at Momentum Wealth Management in Northfield, IL. He holds a Series 65 designation and has been with Momentum Wealth Management since 2026. Prior to joining the firm, his work experience includes roles at Walmart, Hi-Five Sports, and the Mount Prospect Park District. Momentum Wealth Management provides wealth management and comprehensive financial planning services to individuals, charitable organizations, and businesses. The firm utilizes a combination of modern portfolio theory, quantitative methods, and third-party model portfolios to implement client portfolios, and offers both discretionary and non-discretionary portfolio management.

Jessica Merino is a CFP® with 22 years of industry experience and has been with Merino Wealth Management since 2014. Prior to that, she worked at IC Advisory Services Inc. and The Investment Center Inc. from 2016 to 2022. Merino Wealth Management serves individuals, high-net-worth individuals, and business clients with portfolio management and financial planning services, offering tailored investment management, comprehensive planning, and third-party manager recommendations. The firm employs an investment process based on Modern Portfolio Theory and provides services including discretionary account supervision and semi-annual reporting.

Bret Kinnamon is an investment advisory representative at Kinnamon & Associates Ltd II with 29 years of industry experience. He has been affiliated with Kinnamon & Associates since 1994 and with Cetera Financial Specialists LLC since 2004. In addition to his advisory role, he serves as vice president at Kinnamon Accounting Service, focusing on tax and accounting duties, and is a licensed notary public. Kinnamon & Associates Ltd II provides advisory services to individuals, including high-net-worth clients, pension and profit-sharing plans, and businesses. The firm offers individual portfolio management, pension consulting, and comprehensive financial planning, utilizing a combination of fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation and long-term investment.

Thomas Croghan is a financial advisor at Rail-Splitter Capital Management LLC with 42 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for 15 years at Wintrust Investments LLC. Rail-Splitter Capital Management provides investment advisory services to high-net-worth individuals, families, trusts, and estates, focusing on fundamentally driven, long-term portfolio management. The firm offers both discretionary and non-discretionary services and sponsors a wrap fee program that includes transaction and custodial costs within its advisory fee structure.

Tyler Pera is a financial advisor at Certitude Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has been with Certitude Advisors since 2014. Certitude Advisors serves individual and institutional private clients, including senior corporate executives, entrepreneurs, and nonprofit entities. The firm offers discretionary investment management along with financial, retirement, and tax planning, focusing on a long-term investment horizon and individualized portfolio management.

Elizabeth Grady is a CFP® and ChFC® professional with 11 years of industry experience, currently serving at Equitable Advisors in Chicago, IL. She has worked with Baldwin Financial Advisors, LLC, and Axa Advisors, LLC during her career. Outside of her advisory role, she serves on several boards, including the Sheridan Road Alumni Association Sacred Heart Academy and Hardey Prep, DePauw University Alumni Association, and the America Israel Chamber of Commerce Chicago. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management services for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, utilizing third-party asset managers and LPL programs to tailor advisory services to client goals and risk tolerance.

Kyle Kinnamon is a financial advisor at Kinnamon & Associates Ltd II with seven years of industry experience. He holds the Series 66 designation and has worked at Cetera Financial Specialists LLC and Cetera. In addition to financial advising, he owns and operates Kinnamon Accounting Service, providing tax and accounting services. Kinnamon & Associates Ltd II offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, and corporations. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis with a focus on asset allocation and long-term purchase strategies, providing monthly portfolio reviews and performance reporting.

Andrew Gjertsen is a financial advisor at Engage Wealth Group, LLC with two years of industry experience. He holds a Series 65 designation and has previous work experience at Medline Industries, LP, H.E. Williams, Inc., Platformatics Inc., and Indiana University. Engage Wealth Group provides investment advisory and wealth management services to individuals, employer-sponsored retirement plans, foundations, and trusts. The firm combines fundamental and technical analysis to develop individualized investment plans and employs strategies including discretionary portfolio management, options-based strategies, and the use of third-party money managers.

Wayne Carr is a financial advisor with Main Street Investment Advisors, LLC in Northbrook, IL, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with Main Street Investment Advisors since 2008. Main Street Investment Advisors serves high-net-worth individuals and private foundations, offering discretionary portfolio management and asset-allocation advice across various asset classes. The firm employs a buy-and-hold strategy focused on large-cap companies and incorporates option strategies and other derivatives with client approval to enhance income and provide downside protection.

Patrick Sweeney is a Certified Financial Planner (CFP®) with 25 years of experience in the financial industry. He has been with Patrick M. Sweeney & Associates, Inc. since 2001. Patrick M. Sweeney & Associates provides personalized investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm offers both discretionary and non-discretionary accounts, integrates tax preparation into its advisory services, and employs a mix of fundamental and active investment strategies tailored to client objectives and risk tolerance.

Aaron Izenstark is a financial advisor at IRON Financial LLC with 29 years of industry experience. He holds a Series 65 designation and has been with Iron Financial Management since 1994. IRON Financial, along with its affiliate IRON Wealth Holdings, serves individuals, trusts, charitable organizations, and private funds. The firm offers discretionary portfolio management across various asset classes, personalized indexing, and private investment advisory services, combining fundamental, technical, and quantitative analysis in its investment approach.

Charles Lief is a financial advisor at Rudwall Wealth Management LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Rudwall Wealth Management since 2016. Rudwall Wealth Management serves a small client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers customized wealth management services with a long-term investment approach, primarily using fundamental analysis and a range of investment vehicles tailored to client risk profiles.

Michael Brown is a CFA® charterholder with 24 years of industry experience. He is affiliated with The Planning Group, where he has worked since 1999, and previously held roles at Cambridge Investment Research Advisors. Brown holds a CPA credential and serves as a licensed insurance agent; he also acts as a paid trustee for two individual family trusts. The Planning Group is a registered investment adviser serving individuals, pension and profit-sharing plans, and business entities. The firm employs fundamental analysis and modern portfolio theory to create tailored, model-based portfolios, primarily using mutual funds, ETFs, fixed income, and other investment products.

Roger Johnson is a financial advisor at Western Pacific Wealth Management, LP with 30 years of industry experience. He held a position at Summa Global Advisors, LLC for 12 years before joining his current firm in 2021. Johnson holds the Series 63 and Series 65 designations. Western Pacific Wealth Management provides discretionary investment management primarily to high-net-worth individuals, foundations, and donor-advised funds. The firm employs a long-term, equity-oriented approach focusing on global dividend strategies and uses outside managers selected through a formal research process.

Lorie Shah is a CFP® professional with one year of experience, currently serving at Virtue Asset Management LLC. She has worked as a substitute teacher at Oak Park School District 97 since 2018. Virtue Asset Management serves individual and high-net-worth clients through discretionary portfolio management and integrated financial planning, offering customized investment solutions that incorporate quantitative analysis and risk management strategies.

William Ulivieri is the sole advisor at Cenacle Capital Management, LLC, an independent firm based in Glenview, IL. He holds a Series 65 designation and has 22 years of industry experience, having led Cenacle Capital since its founding in 2004. Outside of his advisory role, Mr. Ulivieri serves as a board member of the Glenview Chamber of Commerce and provides independent consulting services to blockchain and technology companies. Cenacle Capital Management offers discretionary asset management and advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm’s investment approach focuses on income-oriented, option-enhanced strategies and tactical asset allocation, combining technical, fundamental, and cyclical analysis, with additional services such as pension consulting, 401(k) plan reviews, and educational programs.

Carol Buss is a financial advisor with Buss Capital Management, LLC, holding Series 63 and Series 66 licenses and 14 years of industry experience. She is also a licensed real estate broker in Illinois and receives referral fees for real estate business, dedicating minimal time to this activity annually. Prior to her current role, she has been unemployed since 2012. Buss Capital Management, LLC is a small advisory firm with two representatives managing approximately $29.6 million for about 45 clients. The firm provides portfolio management, financial planning, and consulting services to individuals, businesses, and not-for-profit organizations, using a client-centered approach that combines fundamental and technical analysis with a core buy-and-hold strategy supplemented by tactical positions.

Julia Shinneman is a financial advisor with Shinneman Wealth Group in Northbrook, IL, holding a Series 65 designation and one year of industry experience. She is also a licensed insurance agent with Shinneman and Associates LTD and provides holistic financial and wellness coaching through Positive Mental Wealth LLC. Shinneman Wealth Group offers discretionary and non-discretionary asset management, financial planning, and ERISA 3(21) retirement-plan advisory services for individuals and plan sponsors. The firm employs a combination of passive and active portfolio construction, uses sub-advisor model portfolios, and integrates insurance products within its offerings.

Martin Konsor is a CFP® professional with 10 years of industry experience, currently serving at Woodfield Financial Advisors, Inc. He has been employed at Zurich North America since 2012. Woodfield Financial Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers financial planning, investment advisory, portfolio management, and insurance review services, implementing tailored asset-allocation models based on fundamental analysis and ongoing portfolio monitoring.