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.

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.

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 industry experience. She has been with Mosaic FI LLC since 2013 and has been associated with the Mosaic FI brand since 2010. Mosaic FI LLC offers portfolio management, comprehensive financial planning, and small-business pension consulting to individuals, families, trusts, estates, and corporate clients, including high-net-worth households. The firm emphasizes long-term portfolio management supported by an Investment Policy Statement tailored to each client, utilizing a range of investment strategies and maintaining documented fiduciary allocation policies.

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.

Simon Granner is a financial advisor at PCFO Capital with nine years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Thrivent Financial and Rewired Planning, LLC. PCFO Capital provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm’s investment approach combines fundamental analysis and modern portfolio theory with a long-term trading orientation, tailoring portfolios to clients’ goals, tax considerations, and risk tolerances.

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.

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.

Kathleen Governale is a CFP® professional with 18 years of experience in financial advising. She is currently with Leslie Global Wealth, LLC and LPL Financial, having previously worked at Strategic Financial Advisory Services and J.W. Cole Financial, Inc. Her background includes extensive advisory roles spanning over two decades. Leslie Global Wealth serves individual and high-net-worth clients as well as trusts, estates, and charitable organizations, providing comprehensive portfolio management and financial planning. The firm uses a combination of fundamental, quantitative, and qualitative analysis to tailor portfolios and offers both discretionary and non-discretionary management across various asset classes.

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.

Edward Downey Jr. is the sole advisor at DFG Wealth Management, LLC in Bartlett, Illinois, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been associated with Downey Financial Group, Inc. since 2003 and has held roles at Advisors Excel and DFG Wealth Management since 2011. Outside of advisory work, he is involved in fixed insurance sales and tax preparation. DFG Wealth Management provides investment management and financial planning primarily to individual and high-net-worth clients, offering both discretionary portfolios and access to third-party money managers. The firm employs a blend of fundamental and technical analysis with active sector rotation and various investment strategies, managing approximately $65 million for about 143 clients in a single-advisor setting.