Brian Beasley is a financial advisor with Athena Advisor Services, LLC in Lombard, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He worked at LPL Financial for 14 years before joining Athena Advisor Services in 2013. Beasley co-hosts the Fierce Fiduciary Podcast and serves as an uncompensated administrator for several financial education discussion groups. Athena Advisor Services provides asset management and financial planning to individuals, trusts, estates, and business entities. The firm offers discretionary portfolio management, written financial plans, and ongoing subscription planning services, using fundamental, technical, and cyclical analysis to tailor portfolios and conduct quarterly reviews.

Robert Kristof is a financial advisor at Casey Wealth Management, Inc. in Orland Park, Illinois, with 20 years of industry experience. He holds a Series 66 designation and has worked at Sammons Securities Company, LLC since 2009 while also maintaining his role at Casey Wealth Management since 2005. Casey Wealth Management, founded in 2002, provides customized financial planning, consulting, and investment management primarily to individual clients and occasionally to pension and profit-sharing plans. The firm employs fundamental security analysis and a buy-and-hold strategy with quarterly portfolio reviews, managing non-discretionary assets without focusing on high-net-worth households.

Kaitlyn Hedger is a financial advisor at PrairieView Wealth & Tax Advisors with three years of industry experience. She holds a Series 65 designation and has worked at PrairieView Wealth Partners since 2023, following roles at Midwest Legacy Group, The Millennium Group, American Cruise Lines, and the University of Indianapolis. PrairieView Wealth & Tax Advisors serves individuals, families, trusts, estates, and private foundations, providing personalized financial planning and investment management alongside coordinated tax preparation and accounting services through an affiliated tax practice. The firm emphasizes tax-aware, long-term portfolio construction and offers integrated tax and advisory services within the same group.

Michael Thompson is a CFA® charterholder with 11 years of industry experience. He currently serves as a financial advisor at Thompson Capital Management, LLC and Little Harbor Advisors, LLC, where he holds the role of Portfolio Manager. His prior experience includes positions at Kaizen Advisory and Typhon Capital. Thompson Capital Management provides investment management and financial planning primarily to individual and high-net-worth clients, and also serves other advisers through sub-advisory arrangements. The firm employs a model-driven investment approach across multiple strategies, utilizing equities, fixed income, options, and exchange-traded products, including derivatives and VIX-linked instruments.

Bobbie Helman is a financial advisor at Parkview Asset Management, Inc. with eight years of industry experience and a Series 66 designation. Her prior work includes roles at firms such as Cousins & Associates Inc., StrategyPoint Financial LLC, and Edward Jones. Parkview Asset Management, Inc. manages approximately $206 million for about 140 clients, including individuals, high-net-worth individuals, trusts, estates, and retirement plans. The firm provides discretionary portfolio management and comprehensive financial planning, using a long-term, client-specific investment approach that typically incorporates low-cost diversified mutual funds and ETFs along with individual securities or unaffiliated money managers as appropriate.

Jeffrey Holland is a Series 65-licensed financial advisor with 23 years of industry experience. He has been with VIA IV Investments, LLC since 2002. VIA IV Investments, LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as businesses, charities, estates, and trusts. The firm uses broadly diversified, custom-indexed model portfolios combined with periodic rebalancing and external research, and offers alternative private fund access and a discretionary digital advice program with lower minimums.

Paul Beran is a financial advisor at Arbor Financial Services, LLC in Downers Grove, Illinois, holding a Series 65 designation with 12 years of industry experience. He has been with Arbor Financial Services since 2013. Arbor Financial Services provides discretionary portfolio management and limited financial planning to individuals, including high-net-worth clients, as well as trusts and estates. The firm employs a range of analytical approaches and firm-developed model portfolios, offering services through both bundled wrap-fee programs and unbundled advisory arrangements.

David Latko is a financial advisor with Latko Wealth Management, Ltd. in Frankfort, Illinois, holding Series 63 and Series 65 licenses and over 45 years of industry experience. He has been with Latko Wealth Management since 2016 and has worked at LPL Financial since 1989. Outside of advising, he operates Latko Media Enterprises Ltd., which includes writing, radio shows, seminars, and public speaking. Latko Wealth Management provides discretionary and non-discretionary investment advisory services, financial planning, and consulting primarily for individual clients, including high-net-worth households, as well as foundations, endowments, and corporations. The firm uses a goal-based process with open-architecture platforms and offers a variety of portfolio options, including mutual funds, ETFs, equities, fixed income, options, alternatives, and annuity products, with ongoing account monitoring and rebalancing.

Andrew Arnold is a financial advisor at M3Sixty Capital, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Investments and Carillon Fund Distributors, Inc. He also serves as a Regional Director and Wholesaler for M3Sixty Capital. M3Sixty Capital, LLC provides investment advisory services primarily to institutional clients and investment companies, managing several SEC-registered mutual funds and offering model managed accounts and separately managed accounts. The firm uses a range of active strategies across multiple asset classes and explicitly serves investment companies, including the M3Sixty Small Cap Growth Fund and other specialized funds.

Michael Ascencio is a financial advisor at Encompass Advisory Services, LLC, holding a Series 65 designation. Based in Joliet, IL, he has one year of industry experience. Prior to joining Encompass Advisory Services, he was involved with Elite Baseball Training and Wilderness Falls, and he spent several years as a full-time student. Encompass Advisory Services is a team-based registered investment adviser that serves individuals, business entities, retirement plans, trusts, and charitable organizations. The firm provides financial planning, investment and wealth management, and estate-document facilitation, using a combination of discretionary and non-discretionary portfolio management approaches.

Sandra Higgins is a CFP® professional with two years of industry experience, currently serving as an advisor at Capstone Financial Advisors Inc in Downers Grove, IL. She has been with Capstone Financial Advisors since 2010. Capstone Financial Advisors serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers portfolio management and financial planning services, emphasizing asset-class allocation, cost control, and tax positioning, with access to private fund investments and in-house tax services.

Julie Hupp is a CERTIFIED FINANCIAL PLANNER™ professional with 20 years of industry experience. She is currently with Vertex Partners and has held prior roles at Aspire Planning Group LLC, Highpoint Advisor Group, and LPL Financial among others. She is also a faculty member at the Lake Forest Graduate School of Management. Vertex Partners provides comprehensive advisory services to individuals, trusts, estates, retirement plans, and charitable and corporate entities. The firm emphasizes asset allocation, diversification, and behavioral finance through a combination of active and passive investment strategies.

James Marquez is a CFP® professional with 2 years of industry experience, currently serving at Capstone Financial Advisors Inc in Downers Grove, IL. He has been with Capstone since 2015. Capstone Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and tax preparation services, with an investment approach that emphasizes asset-class allocation, cost control, and tax positioning.

Alex Ingardona is a financial advisor at Feldman, Ingardona & Co with 42 years of industry experience. He has been with the firm since 1997. In addition to his advisory role, he serves on the board of a metal stamping company, RJP Investment Group LLC, where he holds a minority ownership interest. Feldman, Ingardona & Co provides investment advisory and portfolio management services primarily to high-net-worth individuals, families, and institutions. The firm focuses on long-term strategic asset allocation and utilizes both active and passive mutual funds and ETFs, with portfolios reviewed quarterly.

Frank Pavlica is a financial advisor at Strategic Investment Solutions, Inc. with 40 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2018 and has been with Strategic Investment Solutions since 2009. In addition to his advisory work, Pavlica operates Frank J. Pavlica CPA Ltd, providing tax preparation, accounting, and bookkeeping services. He also serves on the board of directors for Cornerstone National Bank & Trust Company. Strategic Investment Solutions is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, and trustees with discretionary portfolio management and model portfolio programs. The firm’s investment approach emphasizes diversified, largely passive, long-term investments guided by Modern Portfolio Theory and the Efficient Markets hypothesis.

Ryan Williamson is a CFP® professional with 26 years of industry experience. He has been with Horizon Wealth Management since 2014 and has worked with LPL Financial for over two decades. Outside of his advisory work, he is an author of a financial planning book and plays guitar in a band. Horizon Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm provides discretionary investment management and financial planning with a long-term, fiduciary approach, managing diversified portfolios and offering ongoing portfolio monitoring.

Michael Sedlak is a financial advisor at Sikich Financial with 25 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Sedlak previously worked at Golden Trail Advisers for 13 years and MPS-LORIA Financial Planners, LLC for 9 years, and he continues to serve as manager for Golden Trail Advisers, LLC. Sikich Financial is an SEC-registered multi-team advisory firm serving individuals, retirement and profit-sharing plans, trusts, estates, and business entities. The firm provides integrated wealth management, retirement plan consulting, and participant education, utilizing an asset-allocation approach supported by in-house and third-party managers across multiple platforms.

Kenneth Dow is a CFP® with 29 years of industry experience and currently serves at SAGE Private Wealth Group, LLC. He is the owner and managing partner of The Dow Group, a support company. His career includes roles at Morgan Stanley and Raymond James Financial Services. SAGE Private Wealth Group is an SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers wealth management and discretionary portfolio management using a client-specific process that incorporates equities, debt instruments, ETFs, mutual funds, options, and alternative investments.

John Ferrante is a ChFC® credentialed financial advisor with 30 years of industry experience. He has been with Chicago Oakbrook Financial Group since 2007 and previously worked at Commonwealth Financial Network. Ferrante is the owner of JAF Wealth Management, Inc., a private entity that facilitates securities, advisory, and insurance business. Chicago Oakbrook Financial Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm offers customized wealth management, discretionary portfolio management, and comprehensive financial planning, utilizing a broad range of securities and investment strategies tailored to client objectives.

David Navarro is a CFP® and ChFC® with 39 years of industry experience. He has been with Chicago Oakbrook Financial Group since 2007 and previously worked at CommonWealth Financial Network. Navarro is president and owner of Chicago Oakbrook Financial Group and serves as a 401(k) and brokerage cash balance plan trustee for the firm. Chicago Oakbrook Financial Group is a registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers customized wealth management, discretionary portfolio management, and comprehensive financial planning, employing a wide range of investment strategies and securities tailored to client objectives.