Barry Federici

David Toellen is the principal of Toellen Capital Management, LLC, an independent advisory firm based in Elburn, Illinois. He holds Series 63 and Series 65 licenses and has over ten years of industry experience, including a decade at First Trust Portfolios L.P. prior to founding his current firm. Toellen Capital Management provides discretionary managed-account services and investment advice to individuals and high-net-worth clients, with a focus on customized investment strategies that consider client objectives, risk tolerance, and time horizon. The firm employs various techniques such as asset allocation, dollar-cost averaging, and technical analysis, and it uses third-party service providers incorporating artificial intelligence and machine learning.

Scott Newport is the sole advisor at Newport Investment Advisors, Inc. in Sycamore, Illinois, holding a Series 65 credential with 28 years of industry experience. He has led Newport Investment Advisors since 1996 and has provided farming business analysis services as CEO of Illinois Farm Business Farm Management since 1989. Newport Investment Advisors offers wealth and portfolio management services to individuals, corporations, non-profits, foundations, trusts, and qualified plans, managing approximately $25.2 million. The firm integrates tax and accounting services with investment advice, employing multiple analytical methods and primarily managing assets on a non-discretionary basis.

Josiah De Ford is a CFA® charterholder and financial advisor at Kisher Capital, LLC with three years of industry experience. He has previously worked at Harvest Investment Services, LLC and Christian Retirement Ministries. Outside of his advisory role, Josiah has taught private music lessons since 2015. Kisher Capital provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and small businesses. The firm uses proprietary investment models that combine passive and active strategies with factor-based equity tilts and biblically responsible investing screens, operating through a wrap-fee program with a focus on fee-only fiduciary standards.

My name is Eric Schlosser, and I am a caring, values‑driven CERTIFIED FINANCIAL PLANNER® Professional, and your dedicated fiduciary investment advisor. My mission is simple: to truly put your best interests first. Whether you're a family, business owner, ministry, or organization, I partner closely with you as your advocate to build customized strategies that bring confidence and peace of mind. At home, I’m a grateful husband and proud dad of two. I focus on bringing the same empathy, patience, and commitment to our work together as I would for my family. I believe that strong relationships, whether in family or finance, thrive on trust and genuine care. In our community, I serve as Assistant Treasurer for our local AYSO region, helping youth soccer flourish with responsible stewardship. I also contribute my musical gifts on the worship team at my church. These roles matter deeply to me because serving others is not just what I do, but it’s who I am. What I care about most is helping to solve problems with honesty, faith, and a genuine desire to help you succeed, because your well-being is what matters most to me.

James Hanley is a financial advisor at Kisher Capital, LLC with 17 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Envoy Advisory Inc., Edward Jones, and USAA in various advisory and financial planning roles. Kisher Capital provides discretionary investment management and financial planning services to individuals, self-directed pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs proprietary investment models incorporating faith-based and outcome-oriented strategies and operates as a wrap-fee program sponsor.

Matthew Krueger is a financial advisor at Simplicity Wealth with six years of industry experience. He holds a Series 65 designation and has worked at Simplicity Wealth since 2022. In addition to his advisory role, he is involved in farming through Krueger Farms LLC and has over 20 years of experience in tax and business advisory with Krueger & Associates Tax & Business Advisory, Inc. Simplicity Wealth serves individual and high-net-worth clients as well as financial intermediaries, offering discretionary portfolio management, financial planning, and retirement plan advisory. The firm employs a model-driven, fund-of-funds investment approach and operates a technology platform that supports asset management and back-office services for advisers and institutions.