Eric Wimer Schlosser

Barry Federici is a CFP® professional with six years of experience in financial advising. He is the owner of Family First Wealth Management in Sycamore, IL, and has prior work experience including 30 years in the United States Marine Corps and legal studies at NIU Law School. In addition to his advisory role, he owns Saluting Success, LLC, a property management trust. Family First Wealth Management provides investment management and financial planning primarily for individual clients, employer-sponsored retirement plans, and charitable organizations. The firm’s investment approach centers on diversification and asset allocation based on Modern Portfolio Theory, offering both strategic and tactical allocation with the option to incorporate third-party managers. It also provides employee benefit plan consulting and pension-plan advisory services, supported by the principal’s interdisciplinary background as a licensed attorney, CPA, and CFP.

David Toellen is a financial advisor at Toellen Capital Management, LLC with 10 years of industry experience. He previously worked for First Trust Portfolios L.P. for ten years before founding his independent firm. Toellen Capital Management, LLC provides investment advisory services and managed accounts to individuals and high-net-worth clients. The firm offers tailored portfolio management and written investment strategies across multiple asset classes, employing asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term purchase strategies aligned with client risk tolerance and time horizons.

Scott Newport is the principal of Newport Investment Advisors, Inc. in Sycamore, Illinois, with 29 years of industry experience. He has served as CEO of Illinois Farm Business Farm Management since 1989, providing farming business analysis services. Newport has held his current advisory role since 1996. Newport Investment Advisors, Inc. offers wealth and portfolio management services to individuals, corporations, non-profits, foundations, trusts, and qualified plans. The firm integrates financial planning into its portfolio management, employing various analyses and strategies across discretionary and non-discretionary accounts, and also provides optional tax and accounting services.

Josiah De Ford is a CFA® charterholder and holds a Series 65 license, with four years of industry experience. He currently works at Kisher Capital, LLC and previously was employed at Harvest Investment Services, LLC and Christian Retirement Ministries. Outside of finance, he has provided private music lessons since 2015. Kisher Capital serves individual investors, including high-net-worth clients, as well as self-directed pension and profit-sharing plans, charitable organizations, and businesses, offering discretionary investment management alongside comprehensive financial planning. The firm manages exclusively wrap fee accounts using proprietary portfolio models that combine modern portfolio theory, faith-based screening, and AI-driven tools.

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 provides tax and business advisory services at Krueger & Associates Tax & Business Advisory, Inc. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and offers model portfolios along with advisory technology and operational support for other advisers.

Christopher Hessenflow is a financial advisor with Wealthcare Capital Management LLC, holding a Series 66 designation and over 25 years of industry experience. He has worked at Wealthcare Capital Management since 2010 and previously at Smb Advisors LLC, Waterstone Financial Group, Inc., and LaSalle Financial Services, Inc. Hessenflow serves on the advisory board of Financeware, Inc., a technology firm related to investment services. Wealthcare Capital Management LLC is a multi-team SEC-registered investment adviser managing approximately $3.93 billion for more than 5,600 clients through 33 advisors. The firm offers comprehensive financial planning and discretionary portfolio management for individuals and high-net-worth clients, as well as retirement plan advisory and investment strategist services to intermediaries, using a long-term, evidence-based investment approach combined with behavioral economics.