Christopher Plahm is a CFP® professional with 25 years of experience in financial advising. He is a partner at Stonebridge Wealth Management LLC in Oak Brook, IL, where he has worked since 2011, and he also serves as managing member and CCO of Tall Pines Capital, LLC. His career includes prior roles at Commonwealth Financial Network and APW Capital, Inc. Stonebridge Wealth Management serves individuals, trusts, corporations, partnerships, and tax-exempt entities, managing approximately $283 million for around 288 clients. The firm provides discretionary investment management, financial planning, and family-office/business consulting, using customized portfolios that incorporate ETFs, separate account managers, and individual securities, with a fiduciary approach to client assets.

Brian Wilson is a financial advisor at Stabile Investment Management with 18 years of industry experience. He holds a Series 65 designation and has worked with the firm since 2008. Prior to that, he was affiliated with Financial Solutions Advisory Group beginning in 2004. Stabile Investment Management serves individual and high-net-worth clients by providing discretionary and non-discretionary portfolio management along with on-demand investment consulting. The firm emphasizes diversification and fundamental analysis guided by an Investment Policy Statement, reviews portfolios quarterly, and generally avoids IPOs, SPACs, and cryptocurrencies.

Anthony Kratofil is a CFP® professional with 21 years of industry experience, currently serving as the sole advisor at Vital Wealth Management, LLC in Rosemont, IL. He has worked at Charles Schwab and Charles Schwab Bank since 2007 and teaches an introductory stock selection class as an adjunct professor at Moraine Valley Community College. Vital Wealth Management provides investment management and integrated financial planning to individuals, high-net-worth clients, trusts, corporations, retirement plans, tax-exempt entities, and municipal clients. The firm employs portfolio optimization and efficient-frontier analysis to create diversified allocations, offering discretionary implementation and annual reviews alongside retirement plan fiduciary services.

Donald Heatherly is a financial advisor with HK Private Client, LLC, holding Series 66 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Fifth Third Private Bank and Northern Trust. He is also licensed to sell life, health, and long-term care insurance. HK Private Client, LLC is a small, supported registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and financial planning services. The firm uses quantitative tools and integrates financial planning into advisory relationships while managing diversified portfolios tailored to client objectives and risk tolerance.

Jeffrey Kabbe is a financial advisor at Blue Cedar Advisors LLC with five years of industry experience. He holds a Series 65 designation and is also the managing partner of Kabbe Law Group, LLC, a law firm specializing in estate planning and elder law. Blue Cedar Advisors LLC provides portfolio management and integrated financial planning services primarily to high-net-worth individuals, utilizing a variety of analytical methods and a long-term trading orientation to guide discretionary investment decisions.

Barry Leslie is a financial advisor at Leslie Global Wealth, LLC with 28 years of industry experience. He holds the CFP® designation and Series 63 license and has been associated with Leslie Global Wealth since 2012 and LPL Financial since 1998. Outside of his advisory work, he manages LGW Aviation, LLC, an entity formed for owning and leasing an aircraft. Leslie Global Wealth serves individuals, high net worth clients, trusts, estates, and charitable organizations, offering comprehensive portfolio management and financial planning. The firm uses a combination of fundamental, quantitative, and qualitative analysis with an emphasis on asset allocation and fixed-income strategies, and supplements traditional wealth services with tax planning and real estate analysis.

Ryan McNeilly is a financial advisor at Kenora Financial, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Invesco, LLC since 2008. In addition to his advisory role, McNeilly is a partner at Ryan McNeilly & Associates, CPAs, LLC, where he provides part-time tax planning and preparation services. Kenora Financial serves individual clients, including high-net-worth households, offering comprehensive financial planning, investment counseling, and tax-related advice. The firm emphasizes customized portfolio management using separately managed accounts with a value-oriented approach and tax-aware rebalancing.

Cole Barkocy is a financial advisor at Assured Advisory Group, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience as a First Officer at Spirit Airlines. Barkocy is currently furloughed from Spirit Airlines and does not receive income or commissions from that position. Assured Advisory Group serves individual clients, including high-net-worth households, providing discretionary investment management and financial planning services. The firm employs a blend of fundamental, technical, and cyclical analysis supported by computer-driven tools, managing portfolios that often include ETFs, mutual funds, government securities, options, and variable annuities.

Douglas Oosterhart is a CFP® professional with 12 years of experience in the financial services industry. He has worked at Northwestern Mutual and its affiliated companies before joining LifePoint Planning in 2018. In addition to his advisory role, he is a licensed insurance professional and receives commissions from insurance product sales, which are separate from his advisory services. LifePoint Planning serves individual and high-net-worth clients, corporations, and retirement plan sponsors, providing investment management, comprehensive financial planning, and retirement plan consulting. The firm employs asset-allocation-driven portfolios using both passive index and active quantitative strategies, supported by digital platforms and ongoing portfolio monitoring.

John Mailander is a financial advisor with Dinergy, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Dinergy Wealth Management since 2019 and previously spent three years at Horter Investment Management. Mailander is also president and insurance agent at A. King Financial Chartered, LTD, where he conducts life insurance sales. Dinergy is a registered investment adviser that provides discretionary investment management and financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm employs a tactical, risk- and volatility-focused approach to manage assets across various domestic and international securities, typically on a discretionary basis.

Thomas Westrick is a CFP® professional with 27 years of experience in the financial services industry. He is the sole advisor at RPC Private Wealth, LLC and has held positions at firms including Private Vista, LLC, APW Capital, Inc., and Retirement Programs, LLC. Outside of his advisory role, he works as a financial consultant at Retirement Programs Co. LLC, where he assists with financial planning and client management. RPC Private Wealth provides discretionary portfolio management to individuals, high-net-worth clients, and pension/profit-sharing plans through three distinct platforms. The firm’s investment approach emphasizes mutual funds, ETFs, and real estate funds, managing accounts with discretionary authority and tailored client investment policies.

Tyler May is a financial advisor at Forest Asset Management LLC with six years of industry experience. He holds a Series 65 designation and has worked at Forest Asset Management since 2018, following three years at ConAgra Brands. Forest Asset Management LLC serves individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory, primarily using passive and evidence-based mutual funds and ETFs, with discretionary portfolio management and financial planning services.

Joshua Gerry is a financial advisor at The Invictus Collective, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Vestgen Wealth, LPL Financial, Professional Wealth Advisors, and Equitable of NY. The Invictus Collective serves high-net-worth individuals, trusts, estates, corporations, and institutional clients with financial planning, consulting, and portfolio management. The firm offers tailored portfolios using a range of investment vehicles and provides both discretionary and non-discretionary management, including advisory services to other advisers and management of private pooled investment vehicles.

Patrick Nord is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Treetop Wealth Management, LLC since 2010. He holds Series 63 and Series 66 licenses and is based in Northfield, IL. Treetop Wealth Management provides discretionary wealth management and comprehensive financial planning to individuals, small businesses, and various institutional clients. The firm employs a risk-management, client-specific approach with tailored asset allocation using actively managed mutual funds, ETFs, bonds, and alternative investments.

Thomas Gavin IV is a financial advisor at GW Asset Management LLC with one year of industry experience. He holds a Series 66 designation and has worked at a range of firms including Gar Wood Securities, LLC, DeFonseka, LLC, and Cannatrac Financial Corp. Outside of his advisory role, he has involvement with consulting and technology companies. GW Asset Management is a state-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides model portfolios and portfolio management driven by strategic and tactical quantitative analysis, using a mix of ETFs, equities, corporate debt, mutual funds, and occasionally alternative investments.

Brian Dress is a financial advisor at Left Brain Wealth Management, LLC in Naperville, IL, holding a Series 65 credential with five years of industry experience. He has worked at Left Brain Wealth Management since 2018 and previously spent six years at AE Trading. Left Brain Wealth Management provides discretionary asset management and financial planning services to individuals, trusts, retirement plans, corporations, and other entities. The firm uses a proprietary JARVIS platform combining fundamental, technical, and quantitative analysis to manage tailored portfolios and pooled private funds.

Richard Borek is a CFP® professional with 15 years of experience in financial advising. He is currently with SC Wealth Advisors and has held roles at Secure Capital Wealth Advisors LLC and Secure Capital Management USA LLC. SC Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities by providing discretionary portfolio management and financial planning. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis across various asset classes.

Mark Pesavento is a CFP® and PFS™ with 19 years of industry experience. He has worked at Forest Asset Management LLC since 2006 and previously operated his own consulting firm, Mark S. Pesavento LLC, providing business consulting, transition, and valuation services. He is also president and owner of Cleco Industrial Fasteners Inc., where he serves as outside controller. Forest Asset Management LLC advises individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, asset-allocation-driven investment approach using primarily passive and evidence-based mutual funds and ETFs, supported by written investment policy statements, portfolio modeling, and third-party sub-advisers.

Matthew Pequet is a financial advisor with MPI Wealth Management LLC in Hinsdale, Illinois. He holds a Series 65 designation and has seven years of industry experience. Prior to his current role, he worked at MPI Investment Management Inc for 19 years. MPI Wealth Management provides discretionary investment management and sub-advisory services to a diverse client base, including institutional and individual clients such as pension plans, banks, corporations, charitable organizations, and high-net-worth individuals. The firm combines quantitative techniques, technical and fundamental analysis, and macroeconomic research to tailor portfolios aligned with client objectives.

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.