Nathaniel Kuhn is a financial advisor at Kuhn Wealth Management Inc. with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Kuhn Wealth Management since 2013, with prior experience at Concorde Investment Services and DAI Securities. He also serves as president of Chicagoland 1031 Exchange, advising on 1031 exchanges. Kuhn Wealth Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a wrap-fee only model, using fundamental, technical, and quantitative analysis alongside modern portfolio theory, offering ETF-based strategies and access to third-party managers and platforms.

Alexander Arellano is a financial advisor at Lakeshore Capital Group, Inc. with 14 years of industry experience. He holds Series 63, 65, and 66 licenses and serves as Director of Tax and Financial Planning at Lakeshore Tax Consulting Group, Inc., where he manages tax preparation tasks. His work history includes roles at Commonwealth Financial Network and Clean Slate Bookkeeping and Tax. Lakeshore Capital Group, Inc. is an SEC-registered investment adviser that provides financial planning and discretionary portfolio management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers services including tax analysis, retirement and estate planning, insurance analysis, and education savings planning, utilizing both fundamental and technical analysis to tailor asset allocations to client objectives and risk tolerance.

Vincent Incerto is a financial advisor at Tilden Loucks & Woodnorth LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LaSalle St. Securities, L.L.C. since 2013, following an eight-year tenure at TrancenDex. Tilden Loucks & Woodnorth, LLC provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, charitable organizations, and small businesses. The firm emphasizes fundamental and qualitative research, asset allocation, and long-term investment strategies, operating largely under a subadvisory arrangement with Roberts, Glore & Co.

Scott Neubauer is a Series 65-licensed financial advisor at Wisdom Investments with two years of industry experience. His background includes roles at Solace Hospice & Palliative Care and Watershed Ministries, reflecting a diverse career path. Neubauer is based in Hoffman Estates, IL. Wisdom Investments offers discretionary investment management and financial planning to individuals, nonprofits, and retirement plans. The firm employs a long-term, buy-and-hold strategy based on Modern Portfolio Theory and the Efficient Market Hypothesis, providing tiered planning services and client education through seminars and workshops.

Lisa Conrath Bova is a financial advisor at Lenity Financial, Inc. with 22 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has been with Lenity Financial since 2016. Outside of her advisory work, she is a senior independent consultant for BeautyCounter and a partner and blogger for Simply Better Choices, a health and wellbeing blog. Lenity Financial, Inc. is a fee-only, state-registered investment adviser serving high-net-worth individuals, business owners, professionals, families, trusts, estates, and select institutional clients. The firm offers discretionary portfolio management, comprehensive financial planning, and retirement plan consulting with participant education, using strategic, diversified allocations tailored to clients’ objectives, risk tolerance, and tax situations.

Katherine Kennedy is a financial advisor at Baldwin Financial Advisors, LLC with two years of industry experience. She holds the Series 66 designation and has previous experience working at Equitable Advisors. Baldwin Financial Advisors serves individual and small-business clients by providing modular financial planning, advisory consulting, and educational seminars. The firm focuses on consultative financial planning without offering portfolio management services, emphasizing diversification and coordination with tax and legal professionals.

Deborah Ittner is a financial advisor at Ahlbeck Financial with 20 years of industry experience. She holds a Series 66 designation and has worked at Cetera Investment Advisers LLC and Cetera Financial Specialists LLC prior to joining Ahlbeck. In addition to her advisory role, she serves as Assistant Treasurer for the Maine Township School Treasurer, providing accounting functions. Ahlbeck Financial offers portfolio management primarily to individual and high-net-worth clients, tailoring investment strategies to clients’ goals, time horizons, and risk tolerances. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical analysis, providing discretionary management across multiple asset classes with regular account reviews.

Kyle Hoskins is a financial advisor with American Community Wealth Management, LLC, holding a Series 66 designation. He has been with the firm since 2024 and has experience working with Osaic Wealth, Inc. Outside of his advisory roles, he has worked in hospitality at Snuggery River Roadhouse and held positions at The University of Iowa and McHenry County College. American Community Wealth Management provides investment advisory and financial planning services to individuals, business owners, corporations, and charitable organizations. The firm uses a multi-platform investment model combining third-party managed programs and advisor-managed portfolios, delivering services tailored to client objectives, risk tolerance, and asset allocation.

Barry Mendel is a CFA® charterholder and principal at Mendel Money Management Inc., where he has worked since 1989, totaling 37 years at the firm and 29 years of industry experience overall. He serves as assistant treasurer for Northbrook Baseball and sits on the board of directors for The Lodge of Northbrook. 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 combination of fundamental, technical, and cyclical analysis, supplemented by third-party research, with a notable emphasis on the use of options and derivatives in separately managed accounts.

Terrence Burke is a financial advisor at Trader Wealth Management, LLC with 10 years of industry experience and a Series 65 designation. He previously worked at Rothschild Financial Partners, LLC and has been with Trader Wealth Management since 2015. Outside of his advisory role, he provides consulting services to a family-owned painting business and prepares daily Corn volume and open interest reports for a CME broker. Trader Wealth Management serves primarily individual clients, including high-net-worth households, as well as trusts, pension plans, charitable organizations, and small businesses. The firm offers comprehensive financial planning and investment management with an emphasis on strategic and tactical asset allocation, global diversification, and personalized Investment Policy Statements.

Nicklaus Streit is a CFP® with six years of industry experience, currently serving as an advisor at Highview Capital Management, LLC since 2020. Prior to this, he worked at BMO Private Bank for five years. Highview Capital Management LLC provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a variety of analytical methods to implement asset allocation strategies and emphasizes ongoing monitoring and rebalancing tailored to clients’ goals and risk tolerance.

Connor Hickey is a CFA® charterholder with seven years of industry experience. He currently works at The Invictus Collective, LLC and previously was employed at Cantor Fitzgerald & Co. and US Bank. Hickey also spent four years at The University of Chicago and nine years at the Chicago Golf Club. The Invictus Collective provides financial planning, consulting, and investment management services to a concentrated client base including high-net-worth individuals, trusts, corporations, and institutional investors both domestically and internationally. The firm employs diversified portfolios constructed with independent managers, ETFs, mutual funds, individual securities, and structured products, using a process informed by Modern Portfolio Theory and an internal Investment Committee.

Ian Kos is a financial advisor at Tetley Investments, LLC, holding a Series 65 designation and 14 years of industry experience. He has been with Tetley Investments since 2012 and has served as a teaching assistant at Northwestern University's Kellogg Graduate School of Business since 2011, where he prepares class materials and grades MBA-level coursework. Tetley Investments provides discretionary asset management and financial planning services to individuals, including high-net-worth clients, as well as pension plans, corporations, charitable organizations, and trusts. The firm employs a disciplined investment process combining quantitative and fundamental research with a global asset-allocation perspective, managing portfolios with a long-term horizon and a range of asset types.

John Heneghan is a financial advisor at Servant Financial, Ltd. with 21 years of industry experience. He holds a Series 65 designation and has been with Servant Financial since 2004. Servant Financial provides personalized investment management for individuals, trusts, family offices, and various institutional clients, with a particular focus on advising Opportunity Zone farmland funds and alternative investments. The firm emphasizes risk management through diversified, tax-efficient portfolios and employs AI-assisted research tools, managing approximately $143.6 million in regulatory assets under management as of 2025.

Robert Pick is a financial advisor at RightWise Wealth in Elmhurst, IL, holding a Series 65 designation. He has 16 years of prior experience working at Bain & Company. RightWise Wealth serves individual clients, including high-net-worth households, providing comprehensive financial planning and discretionary investment management guided by Modern Portfolio Theory. The firm integrates third-party tools for tax filing and estate planning and structures its client relationships with an intensive first year of meetings followed by annual reviews.

Kevin Mccloskey is a CFA® charterholder and an investment advisor at SCV Capital LLC with six years of industry experience. He has worked at SCV Capital since 2021 and previously spent 13 years at PPM America Inc. SCV Capital LLC provides discretionary and non-discretionary investment management primarily to pooled investment vehicles and institutional clients such as banks, pension funds, and nonprofit organizations. The firm focuses on fundamental analysis for public equities and thorough reviews of private securities, emphasizing long-term strategies while allowing for shorter-term adjustments based on client needs.

Brett Leahy is a financial advisor at Echelons Capital, LLC with two years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at firms including Phase Line Capital, LLC and Goldman Sachs & Co. LLC. Leahy is also the founder and COO of American Heartland Corporation, an e-commerce apparel retail business. Echelons Capital, LLC manages discretionary assets for a small, primarily high-net-worth client base, offering portfolio management and financial planning services. The firm uses model portfolios and third-party managers, including a sub-advisor employing systematic long/short equity strategies with leverage and derivatives.

Krzysztof Garlewicz is a CFP® and Series 66-registered advisor with 18 years of industry experience. He has worked at ProsperiFi LLC since 2017 and previously spent seven years with LPL Financial. In addition to his advisory work, he is an author associated with the Financial Freedom Formula and has engaged in speaker and content creation activities. ProsperiFi LLC provides advisory services to individuals, pension and profit-sharing plans, corporations, and family-owned businesses. The firm employs a multi-faceted investment approach incorporating fundamental, quantitative, and technical analysis, along with modern portfolio theory, and offers access to alternative investments and third-party money managers.

Kevin Noonan is a CFP® with 25 years of experience in the financial services industry. He is a Vice President and Investment Advisor Representative at American Community Wealth Management, LLC, where he has worked since 2003. Prior to this, he held roles with Triad Advisors, Inc. and Northern Trust Securities, Inc. Outside of his advisory work, Noonan serves as a voting board member of the Family Health Partnership Clinic, a 501(c)(3) healthcare organization. American Community Wealth Management provides investment advisory and financial planning services to individuals, business owners, corporations, charitable organizations, and pension and profit-sharing plans. The firm uses a multi-platform investment approach that includes third-party managed and advisor-managed portfolios tailored to client objectives, risk tolerance, and asset allocation.

Brian Atkins is a financial advisor with Significant Wealth Partners LLC in Cary, IL, holding a Series 65 designation and 12 years of industry experience. He has worked with firms including Heritage Strategic Wealth, LLC, Wealth Builder Funds LLC, Kingsview Asset Management, and has been managing Atkins & Associates since 2007, where he serves as CEO and operates exempt hedge funds. Atkins is also a licensed insurance agent and offers related advisory services through his firm. Significant Wealth Partners serves individual, high-net-worth, and corporate clients by providing discretionary portfolio management and financial planning. The firm employs a multi-faceted investment process that incorporates fundamental, quantitative, technical, and modern portfolio theory analyses, offering diversified strategies including managed accounts, options, and selective use of leveraged ETFs.