David Meehan is a CFA® charterholder with seven years of industry experience. He has been the sole advisor at Maple Street Capital Advisors, LLC since 2018 and previously worked as a self-employed investor for three years. Maple Street Capital Advisors provides investment management and financial planning services to individuals and families, including high-net-worth clients. The firm employs a fundamental, long-term investment approach focused on diversified, low-cost core equity and fixed-income funds, complemented by selected individual equities, with an emphasis on asset allocation, rebalancing, and strategic cash management including a near-constant allocation to gold via ETFs.

Edgardo Navarro is a financial advisor at Navarro Asset Management, LLC with three years of industry experience. He holds a Series 65 designation and has been managing investments at Navarro Asset Management since 2022. Navarro is also the Managing Director of Kocoon Investments, LLC, a family investment entity he has been involved with since 2014. Navarro Asset Management serves individuals, including high net worth clients, as well as trusts and estates, providing discretionary and non-discretionary investment management along with financial planning and consulting. The firm employs a diversified investment approach using mutual funds, ETFs, equities, bonds, options strategies, and private funds, and incorporates fundamental, technical, and charting analysis methods.

Christopher Krzus is a financial advisor at Wolfstone Wealth with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for U.S. Bancorp Investments for 12 years before joining Wolfstone Wealth in 2023. Outside of his financial advisory role, he coaches 8th grade girls volleyball at the Sports Performance Volleyball Club in Aurora, IL. Wolfstone Wealth provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, businesses, and qualified retirement plans. The firm uses a proprietary, diversified asset allocation methodology informed by multiple analytical approaches and offers customized portfolio management with regular plan reviews.

Jeffrey Dvorak is a CFP® professional with 13 years of experience in financial advising. He has been the sole advisor at 4D Financial Advisors, LLC since 2012. 4D Financial Advisors serves individual and high-net-worth clients by providing investment supervisory services and comprehensive financial planning, including retirement, tax, estate, insurance, and education planning. The firm manages approximately $88 million for about 62 clients, employing a long-term, globally diversified investment approach tailored to documented client objectives and risk tolerance.

Michael Akinosho is the principal advisor at MOA Advisory & Financial Services Co. He holds a Series 65 designation and has five years of industry experience. Prior to his current role, he held positions at Engooden Health Inc. and Global View Capital Management, Ltd. In addition to his advisory work, he serves as Manager of Technical Accounting for the American Medical Association, overseeing financial reporting and budgeting for over 240 physicians and medical students. MOA Advisory & Financial Services Co is a state-registered investment adviser that provides discretionary portfolio management and financial planning to individuals, families, trusts, estates, pension and profit-sharing plans, pooled investment vehicles, and small businesses. The firm integrates a long-term core asset-allocation approach with technically based, rule-driven strategies, and maintains an in-house tax and accounting practice offering tax preparation and planning services alongside its advisory work.

Curtis Bergquist is a CFP® with 49 years of industry experience and is the sole advisor at Ameribanc Corporation in Hoffman Estates, IL. He has been associated with Ausdal Financial Partners, Inc. since 2009. Outside of his advisory role, he is the owner of Ameribanc, where he engages in asset management. Ameribanc provides investment advisory and financial planning services to individuals and families, primarily through its Capital Management Service (CMS), which incorporates market-timing signals and a combination of fundamental and technical analysis to manage risk and adjust portfolio exposure.

Michael Lamke is a CFP® professional with 13 years of experience in financial advising. He is the sole advisor at Lamke Financial LLC in Wheaton, IL. In addition to his advisory role, he has been a manager at AT&T since 1984. Lamke Financial provides financial planning and investment guidance to individuals, families, and small businesses, focusing on tailored advice for retirement, estate, and tax planning. The firm emphasizes a long-term, safety-oriented investment approach using passive equity exposures, dividend stocks, and fixed-income instruments, and operates on an hourly or project-based fee model without discretionary trading authority.

Alka Oberoi is a financial advisor with Leading Edge Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked with Leigh Baldwin & Co., LLC since 2012 and has been with Leading Edge Wealth Management since 2008. Leading Edge Wealth Management serves individual and high-net-worth clients, managing approximately $44.5 million across about 110 client relationships. The firm combines modern portfolio theory with quantitative optimization and fundamental and technical analysis to construct and monitor portfolios, offering financial planning, portfolio management, and educational seminars.

Gary Byrne is a financial advisor at Carlisle Financial Management, LLC with 19 years of industry experience. He holds a Series 65 designation and has worked at Great Northern Financial since 2006. Carlisle Financial Management provides portfolio management and investment supervisory services to individual and high-net-worth clients, utilizing both fundamental and technical analysis. The firm employs a range of strategies including options writing and short-term trading, managing approximately $38.2 million for about 25 clients without account minimums.

Robert Salzman is a CFP® professional with 12 years of experience in financial advising. He is the sole advisor at RB Salzman Wealth Management, LLC, an independent firm he has led since 2015. The firm provides wealth and investment advisory services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other institutions. RB Salzman Wealth Management emphasizes a goal-focused wealth analysis and strategic planning approach, incorporating diversified portfolios, scenario analyses, and regular reviews to manage approximately $35.6 million in assets across 29 client relationships.

Brenda Knox is a CFP® with 26 years of industry experience. She has been with Financial Elements, Inc. since 2008. Financial Elements, Inc. provides comprehensive financial planning and discretionary investment management for individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes strategic asset allocation based on Modern Portfolio Theory, using globally diversified portfolios primarily composed of mutual funds and ETFs, and operates as a small, fee-only advisory practice with multiple professional fiduciary credentials.

Dennis Karstens is a financial advisor at Karstens Wealth in Oak Brook, IL, with 11 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Interactive Financial Advisors for eight years. Outside of his advisory role, he is the owner-member of Karstens Financial LLC. Karstens Wealth serves individuals, families, trusts, charitable organizations, small businesses, and retirement plans, offering comprehensive financial planning and portfolio management. The firm employs a primarily passive, cost- and tax-efficient investment approach, with flexibility to use active management when appropriate, and integrates digital planning tools alongside discretionary account management.

Christopher Jones is a CFP® certificant and Series 66 license holder with 14 years of experience in the financial advisory industry. He has worked at Ameriprise Financial Services, Inc. for 10 years before founding Azalea Wealth Management LLC, where he has been the sole advisor since 2020. Azalea Wealth Management LLC is an independent registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm provides discretionary portfolio management and financial planning, using tailored strategies that include option writing and structured products alongside conventional investments, combining technical, fundamental, and modern portfolio theory analyses.

Shawn Roberts is a CFP® and holds a Series 66 license with three years of experience in the financial industry. He is the principal of SMR Strategic Investments, LLC and has prior experience managing trading-related businesses, including SMR Crescent LLC and Shawn M. Roberts Trading Company. Outside of financial advisory, he serves as Assistant Treasurer for the Glen Ellyn Library Foundation, where he assists with investment decisions and financial reporting. SMR Strategic Investments, LLC provides investment advisory and portfolio management services to individual clients, focusing on ongoing portfolio management and financial planning. The firm manages approximately $8.6 million in assets across 16 client relationships.

Daniel Short is the sole advisor at Directional Asset Management, LLC in Arlington Heights, IL, holding Series 63 and Series 65 designations with 28 years of industry experience. He has worked at JVM Securities LLC and JVM Realty Corp prior to his current role since 2010. Outside of his advisory work, he manages commercial real estate property leased to his firm. Directional Asset Management provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as charitable organizations. The firm employs a combination of charting, fundamental, technical, and cyclical analysis and utilizes strategies including leverage, derivatives, and options within separately managed accounts.

Eeshan Ahuja is a financial advisor at Baker Street Investment Partners LLC with four years of industry experience. He holds a Series 65 designation and previously worked as an independent private equity investor and at Woodlawn Partners. Baker Street Investment Partners provides discretionary investment management primarily to pooled vehicles and institutional-type clients, serving a broad mix of entities including banks, sovereign wealth funds, pension plans, and charitable organizations. The firm’s investment approach focuses on fundamental analysis and concentrated, long-term equity ownership, with flexibility to invest across various asset classes and employ derivatives, margin, and short-selling as appropriate.

Richard Harig is a financial advisor at Forum Financial Management, LP with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Signet Private Wealth and Great Point Capital. Outside of his advisory role, Harig is involved in philanthropy consulting through Legacy Resources NC, LLC, and holds leadership positions on nonprofit boards, including serving as Board Chair of Entrust. Forum Financial Management, LP provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, managing portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Dustin Javier is a CFP® professional with 14 years of industry experience, currently serving as the sole advisor at Defined Capital LLC. His prior experience includes roles at Ausdal Financial Partners, PURSHE KAPLAN STERLING INVESTMENTS, and Mcadam LLC. In addition to his advisory work, he operates a separate insurance agency where he sells fixed insurance products. Defined Capital provides discretionary asset management, comprehensive financial planning, and retirement-plan consulting for individuals, high-net-worth clients, and plan sponsors. The firm emphasizes customized portfolio construction aligned with clients’ goals and risk tolerance, and maintains a specialized retirement-plan practice acting as a limited-scope ERISA 3(21) fiduciary.

My goal is to provide working professionals with sound financial advice to help them best position themselves and their financial lives for success. While the majority of our clients have medical backgrounds or are business owners, our services are best targeted to those with investable assets and are in the asset accumulation phase of their life. I provide comprehensive financial planning services as well as investment advisory services. PVA Financial LLC is a state-registered RIA firm. We focus our business on providing PRACTICAL, VALUABLE and ALIGNED advice. I found that to be missing when I was looking for an advisor more than two decades ago and have vowed to keep focused on those three tenets. Before founding PVA Financial, I worked as a private equity executive. With over 15 years of financial services experience, I've spent the majority of my career evaluating businesses, investing in them, finding ways to accelerate their growth and improve their operational efficiency. This background has given me unique insight into the importance of building strong foundations and the necessity for clear and effective communication...both of which are incorporated into our relationships with clients. I graduated from Washington University in St. Louis with a Bachelor of Science in Business Administration. I also received my MBA from the Booth School of Business at the University of Chicago, with a focus on Finance & Accounting. I also hold the CERTIFIED FINANCIAL PLANNER™ designation, which requires comprehensive knowledge in all areas of financial planning, including insurance planning, risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning. On the personal side, I enjoy spending time with my wife, three kids and our goldendoodle Leo. I'm the Cubmaster for my kids Scout group and am heavily involved in a few charitable organizations. I'm an avid Chicago Bears & Bulls fan and enjoy playing tennis, basketball and golf. Additional information can be found at www.pvafinancial.com and I can be reached at naveen@pvafinancial.com

David Grant is a CFP® professional with 15 years of experience in financial advising. He has been with Retirement Matters, Inc. since 2013 and previously worked at Clarus Financial Planning, Inc. for one year. Retirement Matters, Inc. is a state-registered independent advisory firm managing approximately $25 million for about 21 clients. The firm serves individuals, pension and profit-sharing plans, and charitable organizations, offering discretionary portfolio management and comprehensive financial planning with a focus on fundamental analysis and customized investment policies.