Douglas Ruth is the president and owner of Lenox Capital Management, Inc., an independent registered investment adviser based in New Lenox, Illinois. He holds a Series 63 designation and has 40 years of industry experience. Ruth has led Lenox Capital Management since 1997 and has been involved with Lenox Financial Services, Inc. since 1994. He also serves as a board member of TB Clinic and operates an insurance agency offering life, health, and dental products. Lenox Capital Management provides portfolio management and financial planning services primarily to individual clients, as well as businesses and institutions. The firm employs both fundamental and technical analysis, supporting active and passive investment strategies, with ongoing account reviews conducted by Ruth as the sole adviser.

Anthony Krcmar is the managing member of Paisley Financial LLC with 16 years of industry experience. He holds a Series 65 designation and has held roles at Grassland Capital, LLC and Bluestem Capital Partners, LLC. Outside of his advisory work, he is involved with Kwiktrading, where he dedicates time as an associated person. Paisley Financial serves individual clients, including high-net-worth households, as well as pension and institutional clients, providing financial consulting, retirement and estate planning, and portfolio management. The firm employs an individualized asset-allocation approach using a broad range of securities and strategies, with regular portfolio reviews and third-party custodianship.

David Finnestad is the sole advisor at Finnestad Financial in Minooka, Illinois, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has operated Finnestad Financial Services since 1987 and has been self-employed in livestock and agriculture since 1994. Outside of financial advising, he is involved in livestock and agriculture activities. Finnestad Financial is an independent, fee-only investment adviser serving individual investors, trusts, estates, retirement plans, and small businesses. The firm provides discretionary portfolio management and investment advice across a broad range of securities, employing various analytical methods and maintaining direct, single-advisor oversight.

Mohit Aggarwal is a financial advisor at Century Trace Investment Advisors LLC with four years of industry experience. He holds a Series 65 designation and has prior work experience with NTT Data and Infosys BPO Ltd. Century Trace Investment Advisors LLC provides personalized investment advisory and portfolio management services primarily to individuals and small businesses. The firm employs a long-term, buy-and-hold investment approach with diversified portfolios and offers both custom and model strategies, delivering services on a non-discretionary basis with client trade approval.

Michael Lavelle is the sole advisor at MLN Investments LLC in Bolingbrook, IL, holding Series 63 and Series 65 designations with 25 years of industry experience. He has managed MLN Investments since 2012 and has also been involved with MoneyBlock since 2014. MLN Investments LLC provides discretionary investment supervisory services to individuals, including high-net-worth clients, as well as institutional clients such as banks, pension plans, trusts, and corporations. The firm employs a multi-faceted investment approach incorporating charting, fundamental, technical, and cyclical analysis, and utilizes strategies involving mutual funds, equities, bonds, ETFs, REITs, options, and futures.

David Lucado is a financial advisor at Comprehensive Planning, Inc. with 51 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Comprehensive Planning since 2015, having been self-employed since 1973. Comprehensive Planning, Inc. advises individuals and small businesses on mutual funds, variable annuities, variable life products, and a range of individual insurance products. The firm operates as both a licensed insurance agency and a branch of a broker-dealer, providing recommendations based on client information without exercising investment discretion or charging advisory fees.

Edward Vanhecke is the sole advisor at Edvestment Solutions L.L.C., an independent firm based in Lemont, Illinois. He holds a Series 65 designation and has nine years of industry experience, including two years at Grace Hall Futures LLC before founding Edvestment Solutions in 2016. Edvestment Solutions provides fee-based portfolio management to individual clients and individual retirement accounts, using a fundamental, top-down investment approach focused on macroeconomic factors. The firm combines passive index strategies for capital preservation with active equity and options strategies for growth, and it emphasizes client-specific risk tolerance and investment objectives.

Alexander Koynoff is a financial advisor at ATK Financial Prosperity with a Series 65 designation and three years of industry experience. He previously worked at Zurich North America, Northwestern University, and Northern Trust. ATK Financial Prosperity is an independent, single-advisor registered investment adviser serving individuals and high-net-worth clients with financial planning and discretionary portfolio management. The firm’s investment approach emphasizes Modern Portfolio Theory and primarily passive portfolios constructed with index mutual funds and ETFs, supplemented by fundamental, technical, cyclical, and charting analysis.

Michael Pensinger is the sole advisor at Pensinger Financial, Inc. in Lemont, IL, holding a Series 65 designation with 12 years of industry experience. He has led Pensinger Financial, LLC since 2014. Outside of financial advising, he is involved in real estate development through Denanson Development LLC Series Drexel Manor. Pensinger Financial provides investment advisory and financial planning services to individuals, high-net-worth clients, and small businesses. The firm’s approach is based on efficient market theory and modern portfolio theory, focusing on long-term investing primarily through indexed mutual funds and ETFs.

Greg Rutherford is a CFP® professional with 17 years of experience at Sound Asset Management, Inc., an independent firm based in Yorkville, IL. He has worked exclusively with Sound Asset Management since 2009. Sound Asset Management, Inc. provides personalized, fee-only financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm focuses on strategic, globally diversified asset allocation primarily through no-load or low-load mutual funds and ETFs, and is notable for its work with institutional retirement clients and pension consulting services.

Christopher Odonnell is a financial advisor at North South Capital, LLC in New Lenox, Illinois, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with North South Capital since 2008. In addition to his advisory role, Odonnell is a licensed agent for fixed life insurance sales. North South Capital serves retail and high-net-worth individuals, businesses, pension and profit-sharing plans, charitable organizations, estates, and trusts, managing approximately $25.9 million across around 120 client accounts. The firm employs a multi-method investment approach and offers discretionary portfolio management, financial planning, and insurance- and brokerage-related services, with a focus on tailored plans and fiduciary responsibilities.

Brian Bardachowski is a financial advisor at Pensinger Financial, Inc. He holds Series 63 and Series 65 licenses and has been involved in the financial services industry since 2007. In addition to his advisory role, he is the owner and mortgage loan originator at Wisdom Financial, Inc., where he provides residential mortgage services. Pensinger Financial offers investment advisory and financial planning services to individuals, high-net-worth clients, and small businesses. The firm’s investment approach is based on efficient market theory and modern portfolio theory, focusing on long-term investing primarily through indexed mutual funds and ETFs.

Aaron Vasil is a financial advisor at North South Capital, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with North South Capital since 2009. In addition to his advisory role, he is a partner at Fundamental Financial Group, LLC, where he offers insurance products to securities clients and teaches college courses approximately one night per month. North South Capital serves retail and high-net-worth individuals, businesses, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm employs multiple methods of analysis and goal- and risk-based model allocations, tailoring plans through client interviews and periodic reviews, and combines investment advisory and broker-dealer services with a focus on education and conflict monitoring.

Charles Meeder is a CFP® professional with 24 years of experience in financial advising. He has operated Sound Asset Management, Inc. since 2001 and has been running Charles Meeder, CPA, Inc. since 1991. Sound Asset Management, Inc. provides fee-only financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm focuses on strategic, globally diversified asset allocation using primarily no-load or low-load mutual funds and ETFs, and it is notable for its work with institutional retirement clients and pension consulting services.

Stephen Truesdale is a financial advisor at North South Capital, LLC in New Lenox, Illinois, with four years of industry experience. He holds a Series 66 designation and previously worked for CN Railroad for ten years before joining North South Capital in 2021. Outside of advising, he manages a small rental property in Cedar Lake, Indiana. North South Capital serves retail and high-net-worth individuals, businesses, pension and profit-sharing plans, charitable organizations, estates, and trusts, managing approximately $25.9 million across about 120 client accounts. The firm uses multiple methods of analysis and goal- and risk-based model allocations, offering discretionary portfolio management, financial planning, and insurance- and brokerage-related services.

Nicole Kustok is a financial advisor at Evansbrook Capital Management with five years of industry experience. She holds a Series 66 designation and has worked at firms including Romano Brothers and Madison Capital Funding. Evansbrook Capital Management advises individuals, families, trusts, businesses, charities, and retirement plans, offering discretionary investment management and qualified plan consulting. The firm uses a proprietary strategic asset-allocation methodology that incorporates multiple analytical approaches and customizes portfolios based on clients’ tax situations, liquidity needs, and personal preferences.

Eric Wills is a CFA® charterholder and financial advisor at Park River Advisors with three years of industry experience. He previously worked at Point72, Zazove Associates, and Calamos Investments. Park River Advisors is a small, state-registered investment adviser that provides discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $28.1 million for a compact client roster and employs a tactical allocation approach combining fundamental, technical, and cyclical analysis across multiple asset classes.

Adam Ogle is a financial advisor at Park River Advisors with a Series 65 designation and one year of industry experience. He has worked at SAP since 2011 as a Principal Enterprise Architect, focusing on guiding customers from on-premises legacy software applications to SAP’s cloud-based solutions. Park River Advisors is a small, state-registered firm providing discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a tactical allocation approach blending fundamental, technical, and cyclical analysis to manage customized portfolios across various asset classes.

Osman Arain is a CFA charterholder with nine years of industry experience. He is currently with Evansbrook Capital Management, where he has worked since 2023, following prior roles at Romano Brothers and PNC Wealth Management. Evansbrook Capital Management advises individuals, families, trusts, estates, businesses, charities, and retirement plans, offering discretionary investment management and qualified plan consulting. The firm employs a proprietary strategic asset-allocation methodology and customizes portfolios based on clients’ tax situations, liquidity needs, and other preferences.

Brandon Muzzarelli is a financial advisor with 1834 Investment Advisors Co. in Joliet, IL, holding a Series 65 designation and one year of industry experience. He has worked at Old National Bank since 2007, where he serves as a portfolio manager. Outside of his advisory role, he is the Treasurer for the Village of Gardner, IL. 1834 Investment Advisors Co. is an SEC-registered adviser and a wholly owned subsidiary of Old National Bancorp, managing over $1 billion for individuals, retirement plans, institutions, and banking clients. The firm focuses on discretionary portfolio management and retirement-plan services, utilizing asset-allocation strategies and proprietary model portfolios.