Matthew Baldwin is a financial advisor at Wallace with a Series 65 designation and one year of experience in the industry. His prior roles include positions at Muddy Waters Capital and several law firms, as well as a service period in the United States Navy. He also spent three years affiliated with Chicago-Kent College of Law. Wallace is an SEC-registered firm operating a mobile platform that enables individual retail investors to construct and purchase fractional-share modified direct-indexing strategies. The platform is self-directed, using proprietary algorithms and AI tools to generate investment structuring and rebalancing recommendations without providing personalized advice or discretionary trading.

Daniel Henry is a financial advisor at Endeavor Capital Management, LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Securities from 2007 to 2019 before joining IHT Wealth Management LLC in 2020. Outside of investment management, he is involved in training and onboarding new hires at Vedder Price, PC. Endeavor Capital Management provides discretionary investment management and sub-advisory services to high-net-worth individuals, legal entities, corporations, and other registered investment advisers. The firm employs a combination of fundamental valuation, technical analysis, and dividend-growth assessments to manage concentrated, long-term equity portfolios alongside passive asset allocation strategies.

Jerry Sjostrom is the principal of Sjostrom Financial Planning Inc. in Oak Park, IL, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Sjostrom Financial Planning since 2002 and also has a long tenure at THE O.N. Equity Sales Company beginning in 1995. Sjostrom Financial Planning Inc. offers comprehensive financial planning and investment advisory services to individual clients, pension and profit-sharing plans, corporations, charities, estates, and trusts. The firm follows a client-specific planning process emphasizing diversified asset allocation and incorporates pension consulting alongside individual wealth management.

Christine Everett Frantonius is the principal of Everett Wealth Solutions, Inc., an independent advisory firm. She holds Series 63 and Series 65 licenses and has 25 years of experience in the financial industry. Prior to her current role, she has been affiliated with Abraham & Co., Inc. since 2020 and has managed Everett & Associates, Inc., an insurance brokerage, since 1998. She serves as president and independent insurance agent of Everett & Associates, offering life, disability, long-term care insurance, and fixed annuities. Everett Wealth Solutions provides retirement, financial, estate, and college planning along with discretionary portfolio management for a diverse client base including retirees, professionals, families, and small businesses. The firm follows a documented four-step review process to develop individualized financial plans and model portfolios, managing client accounts primarily through securities available on the client’s custodian platform.

David Rosenblatt is a CFA® charterholder and financial advisor with two years of industry experience. He is currently with Amplio Wealth LLC, having previously worked at Columbia Threadneedle Investments and BMO Global Asset Management. Amplio Wealth LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and institutional entities such as endowments and foundations. The firm employs a range of investment analysis techniques and offers access to complex and alternative investments, including cryptocurrencies and private equity, while maintaining fiduciary standards and governance oversight.

Preston Appleby is the sole advisor at Appleby Advisory LLC in Evanston, IL. He holds Series 63 and Series 65 credentials and has 11 years of industry experience, in addition to 21 years as a self-employed professional. Appleby Advisory LLC serves individual investors, trusts, estates, charitable organizations, and various business entities by referring clients to Geneva Advisors LLC for portfolio management. The firm functions as a referral intermediary and does not directly manage client accounts or hold custody of funds.

Jeffrey Roberts is a CFA® charterholder and holds a Series 66 license with 25 years of industry experience. He has worked at North Forty Investment Advisors LLC since 2019 and previously spent 13 years at J.P. Morgan Chase Bank, NA. North Forty Investment Advisors LLC serves individual and high-net-worth clients, including IRAs, trusts, foundations, and estates. The firm offers wealth advisory, discretionary and non-discretionary portfolio management, and project-based financial consulting, emphasizing asset allocation and third-party manager selection through tiered service levels.

Robert Mesch is a CFP® with 38 years of industry experience. He is the principal of Intuitive Wealth Management, LLC, an independent advisory firm he has led since 2018, following 17 years at Linsco/Private Ledger Corp operating under the same dba. He is also a licensed insurance agent. Intuitive Wealth Management serves individual clients by providing tailored investment advisory and asset management services, including discretionary and non-discretionary managed accounts. The firm customizes portfolios based on clients’ goals and risk tolerances, employing various strategies and conducting quarterly account reviews directly by the principal.

James Kirchner is the principal of Kirchner Financial Group, an independent registered investment adviser based in Chicago, IL. Holding Series 63 and Series 65 licenses, he has 24 years of industry experience with prior roles at firms including Allied Elite Financial and David A. Noyes. Outside of his advisory work, he also drives for Uber in Chicago on a part-time basis. Kirchner Financial Group manages approximately $15.9 million across about 29 client accounts, primarily serving high-net-worth individual investors. The firm provides ongoing portfolio management with discretionary authority, utilizing a combination of charting, fundamental, quantitative, and technical analysis, mostly recommending equities and conducting monthly account reviews through Schwab Institutional.

David Oosterbaan is the founder of DCO Capital Management LLC in Chicago, IL, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been self-employed since 2009. Outside of his advisory work, he is a managing member of Jackson Partnership LLC, a private fund, and is involved in private real estate investing and consulting on recruiting and business development. DCO Capital Management provides discretionary portfolio management and financial planning to individuals, trusts, estates, foundations, endowments, pension and profit-sharing plans, and charitable organizations. The firm emphasizes a Buffett-style investment approach focused on fundamental research and long-term growth, constructing individualized portfolios based on client-specific factors.

Arthur Busby is the sole advisor at Stratford Investment Advisory Group, Inc., with 28 years of industry experience. He has been with the firm since 1990. Stratford Investment Advisory Group is a small, independent firm that provides customized portfolio management for individuals, high-net-worth clients, family trusts, and pension/profit-sharing accounts. The firm emphasizes a conservative, capital-preservation approach using fundamental, technical, and cyclical analysis, and focuses on maintaining personal contact to align asset allocation with clients’ cash-flow needs and risk tolerance.

John Couleur is the sole advisor at Couleur Investments in Wilmette, Illinois, holding a Series 65 designation with five years of industry experience. He has managed Couleur Investments since 2020 and previously operated under his own name from 2000 to 2022. Couleur Investments provides investment management and standalone financial planning services to individuals, families, trusts, estates, foundations, charitable organizations, and business entities. The firm employs a top-down investment approach focusing on high-quality growth and undervalued securities, incorporating fundamental, technical, cyclical, and event-driven analysis with a long-term holding strategy.

Veronica Cardenas is the principal of Cardenas Asset Management, LLC, an independent firm based in Chicago. She holds Series 63 and Series 65 licenses and has 25 years of industry experience. Since founding her firm in 2000, she has focused on providing investment management and financial planning services. Cardenas Asset Management serves individuals, high-net-worth clients, trusts, estates, charitable institutions, and corporate entities. The firm emphasizes publicly traded equities, ETFs, mutual funds, and fixed-income instruments, using a long-term, quality-focused investment approach with tax-aware strategies and supports in-kind donations of appreciated securities as part of its planning services.

Nathan Kirckof is a CFA® charterholder and principal at Honeyguide Capital Partners in Chicago, IL. He has experience at Fitch Ratings, where he serves as a director and analyst, as well as prior roles at Bixby Research and Analytics LLC and U.S. Bank. Kirckof’s work at Fitch Ratings involves credit ratings and data analytics. Honeyguide Capital Partners provides fee-based discretionary investment management to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a tactical asset allocation strategy using a concentrated set of exchange-listed securities, ETFs, and options, managing client assets according to a proprietary model portfolio rather than tailored individual plans.

Richard Ford is a financial advisor at Lloyd Park, LLC in Wilmette, IL, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has been with Lloyd Park since 2014. Lloyd Park, LLC is an independent firm providing discretionary asset and portfolio management primarily to individuals, high-net-worth clients, and related trusts and estates, with $167.3 million in assets under management. The firm tailors investment programs to client objectives and risk tolerance, employing a range of investment vehicles and quantitative analysis, and also serves charitable organizations within its account policies.

Melanie Hummer is a CFP® and CFA® with 27 years of experience in financial advisory services. She is the founder of Hummer Financial Advisory Services Inc, where she has worked since 1999. In addition to her advisory role, she is a self-employed CPA specializing in income tax return preparation and is the creator and president of costbasis.com, a website providing resources and calculators for investors to account for corporate reorganizations. Hummer Financial Advisory Services, Inc. provides discretionary investment supervisory services and a range of financial planning engagements for individuals, trusts, retirement accounts, corporations, and charitable organizations. The firm emphasizes tax-aware, buy-and-hold investment strategies with a focus on controlling taxable events and maintaining detailed tax records, supported by the firm’s integration of accounting and tax expertise.

Peigen Tao is the principal of Taos Investment Advisors, LLC in Chicago, IL, holding the CFA® designation along with Series 63 and Series 65 licenses, and has 28 years of industry experience. He has worked with Purshe Kaplan Sterling Investments and operates several affiliated businesses, including an accounting firm and an insurance agency, where he holds management roles. Tao’s other business activities include serving as president of an insurance agency and partner in an accounting firm. Taos Investment Advisors provides financial planning, consulting, and discretionary asset management primarily to individual and high-net-worth clients, as well as small business owners. The firm employs both fundamental and technical analysis and manages approximately $78.9 million in assets across about 116 client relationships.

Nino Lekarczyk is a financial advisor with WealthRidge Investments LLC and holds Series 63 and Series 66 designations. He has seven years of industry experience, including prior roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of advisory work, he owns and leases residential real estate through Taylor and Lake Properties LLC. WealthRidge Investments LLC is an independent firm offering discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, and business entities. The firm employs fundamental and cyclical analysis alongside Modern Portfolio Theory in its investment approach and may use sub-advisors while retaining overall client responsibility.

Chwei Guang Chiou is a financial advisor at Momentum FinTech LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Momentum FinTech since 2018, following two years at Ausdal Financial Partners, INC. Outside of his advisory role, Chiou serves in several leadership positions within Taiwanese-American cultural and nonprofit organizations, including Treasurer of the Taiwanese American Chamber of Commerce of Greater Chicago and board member of the Friends of Taiwan Foundation. Momentum FinTech LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a blend of charting, fundamental, and technical analysis across a range of strategies, including long-term holdings and active trading techniques such as short sales and options, managing approximately $7.35 million across 33 client relationships.

Scott Wentsel is a CERTIFIED FINANCIAL PLANNER™ with nine years of industry experience and the principal advisor at Wentsel Wealth Management, LLC. He has managed his independent advisory firm since 2016 and has been a professor at DePaul University since 2011. Outside of his advisory work, he serves as a trustee for an investment-related advisory firm. Wentsel Wealth Management provides investment management and financial planning to individuals, high-net-worth households, pension and profit-sharing plans, and charitable organizations. The firm uses a low-cost, globally diversified investment approach centered on asset allocation, combining index-oriented ETFs and mutual funds with selective active management and individual securities, and offers institutional services uncommon for a firm of its size.