Michelle Smalenberger is a CFP® and holds a Series 65 license with 14 years of industry experience. She has worked at Financial Design Studio, Inc. since 2017 and previously spent 12 years at Kabarec Financial Advisors, Ltd. Financial Design Studio, Inc. serves individuals, small businesses, and charitable organizations with portfolio management and financial planning. The firm provides additional services including personal tax preparation, business bookkeeping, and educational seminars, emphasizing long-term asset allocation and buy-and-hold strategies using mutual funds and ETFs.

Karen Natkin is a financial advisor at Moonstone Asset Management, Inc. with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Moonstone since 2008. Moonstone Asset Management serves individual and high-net-worth clients as well as corporate retirement plans, providing discretionary asset management alongside financial planning and consulting. The firm uses fundamental, technical, and cyclical analysis to guide security selection and manages tailored portfolios that may include a variety of investment instruments.

Tamra Wener is a CFP® with 15 years of industry experience currently serving at Mosaic FI LLC. She previously worked at RW Financial Planning, LLC, and Rivkin & Rivkin, LLC. In addition to her advisory work, she is an adjunct instructor at Northwestern University School of Professional Studies. 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 tailored investment policy statements and employs a range of analytical techniques and asset classes.

David Pedley is a financial advisor with Treetop Wealth Management, LLC in Northfield, IL, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with Treetop Wealth Management since 2010. Treetop Wealth Management provides discretionary wealth management and comprehensive financial planning to individuals, small businesses, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm uses a risk-management, client-specific approach to develop tailored asset allocations with actively managed mutual funds, ETFs, bonds, and alternative investments, managing portfolios primarily on a discretionary basis.

Timothy Ziemba is a CFP®, CFA®, and holds a Series 65 license with 12 years of industry experience. He has been with IRON Financial LLC since 2019, following five years at Life Line Financial Group and Life Line Wealth Management. IRON Financial, together with its affiliate IRON Wealth Holdings, serves individuals, trusts, charitable organizations, and private funds by providing discretionary portfolio management, ongoing financial planning, personalized indexing, and private investment advisory services. The firm employs a combination of fundamental, technical, and quantitative analysis in managing a diverse range of strategies and acts as a private fund sponsor and adviser with performance-based compensation elements.

Mark Levin is a CFP® with 10 years of industry experience, currently serving at Reap in Wealth Management, LLC. He has been associated with Secure Your World since 2010. Outside of his advisory role, Levin is an outside insurance brokerage agent specializing in fixed insurance products and serves as vice president of the Malibu Cove Homeowners association in Wheeling, IL. Reap in Wealth Management serves individual and high-net-worth clients by providing personalized financial planning and access to third-party portfolio management. The firm offers a comprehensive planning approach covering cash-flow, tax, retirement, education funding, insurance review, and estate-planning referrals, operating through a fee-based model and utilizing multiple sub-advisors and model platforms for investment management.

George Maroudas is a CFP® professional with seven years of experience in financial advising. He is currently with PMG Wealth Management and has also worked with LPL Financial. His background includes roles at John Cabot University and Michigan State University. PMG Wealth Management serves individuals, trusts, estates, and business owners with discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a combination of fundamental, technical, and charting analysis to manage customized portfolios and offers strategies such as the “Advance & Protect” approach, blending in-house management with outside managers to address diverse client needs.

Ronald Fox is a financial advisor at Certitude Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Certitude Advisors since 2014. The firm serves individual and institutional private clients, including senior corporate executives, entrepreneurs, and nonprofit entities, providing discretionary investment management and comprehensive financial, retirement, and tax planning. Certitude Advisors emphasizes a long-term investment horizon, independent security analysis, and individualized portfolio management.

David Madison is a Series 65-licensed advisor with 12 years of industry experience, currently serving at Estate & Trust Advisors since 2013. He is based in Riverwoods, IL, and is part of a four-advisor team. Estate & Trust Advisors serves individual and high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm offers custom-built portfolio management and wealth planning using a strategic core-and-satellite asset allocation with institutional mutual funds, ETFs, and individual securities.

Michael Mcnitt is a CFP® professional with 13 years of industry experience. He has worked at Highview Capital Management, LLC since 2020 and previously spent five years at BMO Private Bank. Highview Capital Management is a small advisory team managing approximately $416 million for individuals, high-net-worth clients, and various institutional and household entities. The firm offers wealth management, ongoing portfolio management, and financial planning, employing a multi-strategy investment approach that combines fundamental, quantitative, technical, and qualitative analyses.

Brett Detterbeck is a CFP®, CFA®, and Series 66-registered advisor with 24 years of industry experience. He has been with Detterbeck Wealth Management since 2000, where he is part of a three-advisor team based in Palatine, IL. Detterbeck Wealth Management is a small SEC-registered firm managing approximately $252 million for individuals, trusts, estates, and business entities. The firm employs a Core & Satellite investment approach combining low-cost passive core allocations with actively managed satellite exposures and offers discretionary investment management alongside comprehensive financial planning services.

Maria Graft is a financial advisor at Simplified Wealth Management, LLC in Barrington, IL, with five years of industry experience. She holds Series 63 and Series 65 credentials and is involved in several outside business activities, including serving as a marketing manager for MJG Construction, LLC and working as an insurance agent with Our Family Office, LLC. Simplified Wealth Management provides discretionary and non-discretionary asset management and financial planning for individual and high-net-worth clients, managing approximately $23 million. The firm employs a diverse investment approach that includes fundamental, technical, and cyclical analysis and offers strategies ranging from long-term holdings to options trading, along with ongoing portfolio monitoring and reporting.

Sean Connolly is a CFA® charterholder and holds a Series 66 license with five years of industry experience. He has worked at Avocet Capital Management LLC since 2024 and previously held roles at Tyderium Capital LLC and Robert Baird & Co. Avocet Capital Management LLC provides discretionary portfolio management and hourly financial planning primarily to high-net-worth individuals, trusts, estates, and businesses. The firm combines quantitative tools, third-party research, and fundamental analysis to build diversified equity and fixed-income portfolios, and it incorporates options and derivative strategies as part of its investment approach.

Jordan Jacobs is a financial advisor with Estate & Trust Advisors in Riverwoods, IL. He holds Series 63 and Series 65 licenses and has 16 years of industry experience, all with his current firm. Estate & Trust Advisors serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm provides discretionary and non-discretionary portfolio management, wealth management, and financial planning, using a strategic core-and-satellite asset allocation with institutional mutual funds, ETFs, and individual securities.

Daniel Dame is a financial advisor at PMG Wealth Management with 40 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. He has worked at PMG Wealth Management since 2016 and has been associated with LPL Financial since 2009. Outside of his advisory role, he acts as a broker for various non-variable insurance products through Dame Financial Services. PMG Wealth Management serves individuals, trusts, estates, and business owners with discretionary investment management, financial planning, and retirement-plan consulting. The firm manages customized portfolios using a combination of fundamental, technical, and charting analysis, often blending in-house management with outside managers to address client-specific needs.

Marc Davis is a financial advisor at Capital Management Consultants with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Impact Financial Partners, LLC. Capital Management Consultants provides discretionary and non-discretionary investment management to individuals, retirement plans, trusts, estates, corporations, and other entities. The firm manages approximately $76 million across about 61 client relationships, using a blend of fundamental and technical analysis with strategic, tactical, and dynamic allocation strategies.

Paul Shuman is a CFP® with 21 years of industry experience, currently serving as an advisor at The Planning Group. He has previously worked at Cambridge Investment Research Advisors and has operated Shuman Financial Consulting, LLC since 2009. Shuman is a CPA and serves as a board member and Financial Committee Chairman for Shore Community Services, Inc. in Skokie, IL. The Planning Group is a registered investment adviser that serves individuals, including high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a model-based investment approach using fundamental analysis and modern portfolio theory, offering discretionary portfolio management and financial planning tailored to client objectives.

Matthew Nadeau is a CFA® charterholder with 20 years of industry experience. He is a partner at Barzideh & Nadeau Wealth Management LLC, where he has worked since 2025. His previous experience includes roles at Apollon Wealth Management, Triad Advisors Inc, and Piershale Financial Group. Barzideh & Nadeau Wealth Management LLC provides comprehensive portfolio management and financial planning for individuals, high-net-worth clients, trusts, estates, and business entities. The firm manages approximately $60 million in discretionary assets across about 90 clients, utilizing a broad mix of analytical techniques and various asset-allocation approaches to create and monitor portfolios.

Donald Monsen is a CFP® professional with 18 years of industry experience. He is affiliated with Woodfield Financial Advisors, Inc. in Deer Park, IL, and has prior experience with Independent Financial Group LLC and Woodfield Planning Corp. Woodfield Financial Advisors serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides financial planning, investment advisory, and portfolio management services, developing tailored asset-allocation models implemented through mutual funds and ETFs, with ongoing portfolio monitoring and periodic rebalancing.

Lisa Boyd is a CFP® professional with 18 years of experience in the financial industry. She has been with Marcus Capital, LLC since 2007. Marcus Capital primarily serves individual clients, including high-net-worth households, offering discretionary portfolio management and tailored financial planning. The firm focuses on individualized, equity-focused portfolios that combine U.S. value and growth stocks with fixed income, using fundamental analysis and third-party research to guide investment decisions.