Pma Asset Management, LLC is a financial advisory firm based in Naperville, Illinois. It currently has approximately $20,027,210,883 of assets under management and employs about 69 people. Pma Asset Management, LLC uses a fee structure of and a percentage of assets under your management.

Lantz Financial, LLC is a registered investment adviser based in Illinois, established in 2018, with 12 employees. The firm offers discretionary and non-discretionary portfolio management services to individuals, families, and businesses. Clients can choose to give the firm full discretion over their investments or approve decisions before implementation. As of December 31, 2024, the firm managed over $846 million in assets. Additionally, Lantz Financial provides investment advisory and financial planning services, tailored to each client's needs, covering areas such as education funding, retirement planning, and estate planning. The firm charges fees not exceeding 1.25% of assets under management for investment management services, with a minimum annual household fee of $1,000. Fees for advisory services range from 0.25% to 1.00% based on the complexity of the engagement. Financial planning services are charged at fixed or hourly rates. Lantz Financial acts as a fiduciary, required to act in clients' best interests. The firm does not charge performance-based fees and does not simultaneously manage performance-based and non-performance-based accounts. Clients' assets are held by qualified custodians, and the firm may receive economic benefits from custodians for support services. Lantz Financial does not vote proxies on behalf of clients and has no financial conditions triggering additional reporting requirements.

DHJJ Financial Advisors is an SEC-registered investment advisor with locations in Naperville and St. Charles, Illinois, established in 1988. The firm offers investment advisory services, financial planning, and retirement plan services. They provide continuous advice tailored to individual client needs, managing portfolios on a discretionary basis with a focus on client objectives, risk tolerance, and tax considerations. DHJJ Financial Advisors also offers financial planning services covering areas such as personal finance, tax planning, investments, insurance, retirement, and estate planning. The firm utilizes fundamental analysis, cyclical analysis, asset allocation, and mutual fund/ETF analysis in formulating investment advice. Clients are charged an annual fee based on a percentage of assets under management, with no minimum account size specified. The firm does not charge performance-based fees, participates in side-by-side management, or accept directed brokerage arrangements. DHJJ Financial Advisors does not vote proxies on behalf of clients and does not have custody of client assets. The firm's Chief Compliance Officer, Camilla Corso, is available to address any questions regarding their services. DHJJ Financial Advisors prioritizes client confidentiality and maintains a secure environment for handling personal information.

Left Brain Wealth Management, LLC is a financial advisory firm based in Naperville, Illinois. It currently has approximately $212,166,511 of assets under management and employs about 5 people. Left Brain Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and performance-based fees.

Stenger Family Office, LLC (SFO) is a registered investment adviser offering financial planning, consulting, subscription, and investment management services. Established in January 2023, the firm is owned by Nicholas D. Stenger and Darin Bond Roth. As of December 2024, SFO managed $430,000,000 in assets, with $428,812,372 under discretionary management. Services include financial planning, trust and estate planning, retirement planning, and tax planning. SFO's investment strategies primarily involve allocating client assets among mutual funds, ETFs, individual securities, and independent managers. Clients have discretion over decisions, and the firm recommends additional services but does not require engagement. Fees range from $5 per month for subscription services to 1.25% per year for wealth management. SFO may negotiate fees based on various criteria and receives economic benefits from Charles Schwab & Co., Inc. for custody and brokerage services. The firm has a Code of Ethics and accepts proxy voting authority for client securities. SFO does not have custody of client funds unless granted through a standing letter of authorization. The firm does not provide compensation for client referrals and has no financial conditions impairing its commitments.

Model Wealth, Inc. is a Registered Investment Adviser founded by Randall Thomas Bruns in 2019. The firm specializes in financial planning services, with Mr. Bruns serving as the Founder and Senior Financial Planner. He holds professional designations including Series 66, RICP®, and CFP®. Model Wealth emphasizes a fiduciary duty to clients, with Mr. Bruns having no reportable disciplinary disclosures. The minimum initial investment or account size is not specified in the brochure. The fee structure indicates that Mr. Bruns does not receive commissions or compensation based on the sale of securities. Clients have the option to grant investment discretion to the advisor. Alex Connor Offerman, the Senior Financial Planner at Model Wealth since 2019, also holds the CFP® designation. He sits on the Board of Directors for the Financial Planning Association (FPA) of Illinois. Mr. Offerman does not receive additional compensation beyond regular salaries or bonuses and does not engage in activities that could create conflicts of interest. As the Chief Compliance Officer, he oversees the advisory activities of the firm's Supervised Persons. Anna Leigh Thornburg, the Director of Operations at Model Wealth since 2021, holds a Series 65 license. She is supervised by Alex Offerman, who ensures compliance with fiduciary obligations. Donovan Sanchez, the Director of Education and Senior Financial Planner at Model Wealth since 2023, also holds the CFP® designation. He is a financial planning instructor at the University of Illinois Urbana-Champaign and a passive partner in several LLCs. Mr. Sanchez is supervised by Alex Offerman, who oversees his advisory activities.

Fiduciary Financial Partners, LLC is a financial advisor firm based in Naperville, IL, established in 2011. The firm specializes in Comprehensive Wealth Management, Financial Planning and Consulting, and Retirement Plan Advisory and Consulting Services. They offer discretionary and non-discretionary portfolio management services, with a minimum initial investment of $1,000,000 and annual fees ranging from 0.25% to 1.00%. The firm acts as a fiduciary, putting clients' interests first. Clients have the option to grant limited power of attorney

Stone Island Financial Planning (SIFP), a d/b/a of South Georgia Capital, LLC, was founded in November 2008 and is based in Naperville, Illinois. The firm offers financial planning and investment advisory services for individuals, families, retirement plans, and charitable organizations. SIFP provides combined financial planning and investment management services, standalone financial planning services, standalone investment management services, and limited-scope project-based financial planning services. The firm operates as a fiduciary for retirement accounts, acting in the best interests of clients. SIFP charges fees based on the type of engagement, with fees being negotiable. As of December 31, 2024, SIFP had approximately $137,075,138 of regulatory assets under management on a discretionary basis. The firm conducts cyclical, fundamental, or technical analysis on recommended securities and provides investment advice tailored to client objectives and risk profiles. Clients have full discretion over their investments, and SIFP does not vote client proxies. SIFP does not participate in wrap fee programs and does not have custody of client assets. Clients are encouraged to review their accounts regularly and compare statements from the custodian with reports provided by SIFP.

QSV Equity Investors, LLC is a Delaware limited liability company that has been providing investment advisory services since April 2016. The firm offers three portfolio strategies: QSV Mid Cap, QSV Small Cap, and QSV Select, tailored to meet clients' unique circumstances and investment objectives. QSV operates under a discretionary basis, managing accounts based on client-imposed restrictions and investment objectives. The firm's strategies are available through SMArtX Advisory LLC and Vestmark Advisory Solutions, Inc., allowing clients to direct their own trading within a model delivery program. As of December 31, 2024, QSV has $112,406,355 in discretionary assets under management and $872,467 in non-discretionary assets under management. QSV's fee structure is asset-based, with fees ranging from 0.80% to 1.00% based on the value of managed assets. Fees are charged quarterly and prorated as necessary. Clients have the option to pay fees externally or have them deducted from their accounts. QSV does not charge additional client fees beyond the asset-based fee. The firm may modify fees with 30 days' notice to clients. QSV does not engage in principal trading and does not receive compensation for the sale of securities to clients. Performance-based fees are negotiable and structured in compliance with regulatory standards. QSV manages accounts side-by-side with different fee structures, using block trades to ensure fair treatment among clients. The firm primarily serves individuals and institutions with a minimum account size of $1,000,000, subject to potential waivers. Clients receive regular performance reports and have the option to direct brokerage transactions. QSV does not take custody of client assets but provides investment discretion and may vote client securities when authorized. The firm has no financial issues impairing its ability to meet client commitments and has not filed for bankruptcy in the past ten years.