Logan Bailey

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.

Lyman Howell is a CFP® professional with 14 years of industry experience, currently serving as the sole advisor at Regal Oak Financial, LLC since 2016. He has also operated as an independent financial consultant under his own name since 2014. Outside of his advisory work, Howell provides consulting to a nonprofit organization developing a business incubator and small loan program for micro-businesses. Regal Oak Financial is an independent advisory firm offering comprehensive financial and investment planning services to individuals, business owners, high-net-worth clients, and nonprofit organizations. The firm emphasizes goal-setting, client-accessible financial plans, and investment strategies focused on low-cost funds, with a particular focus on nonprofit and charitable clients and ongoing client education.

Dennis Gravitt is a Series 66-registered financial advisor with Long Run Financial, Ltd. in Frankfort, IL, where he has worked since 2007. He has 21 years of industry experience, including prior roles at D3 Financial Counselors LLC and Morgan Stanley DW Inc. Long Run Financial provides discretionary investment management, personal financial planning, and financial coaching to individuals and families, as well as employer consulting and 401(k) review services. The firm employs a strategy combining passive index and ETF exposure with active security selection, managing portfolios on a discretionary basis through individualized models and regular monitoring.

Timothy Regan is a financial advisor at PrairieView Wealth & Tax Advisors with 29 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Thrivent Financial for Lutherans and related entities for 18 years, as well as at Purshe Kaplan Sterling Investments. He serves as chairman of the Grace Christian Academy School Board, overseeing policy and operations. PrairieView Wealth & Tax Advisors provides personalized financial planning and investment management to individuals, families, family offices, trusts, estates, and private foundations. The firm integrates its advisory services with an affiliated tax practice and offers access to insurance products, focusing on tax-aware, long-term portfolio strategies tailored to client needs.

Benjamin Tegeler is a financial advisor at Gineris Wealth Management with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including Osaic Wealth Inc and Woodbury Financial Services. Tegeler also sells life insurance and annuity products as part of his financial planning services. Gineris Wealth Management advises individual clients and small businesses, providing non-discretionary portfolio management, hourly financial planning, and access to third-party advisory programs. The firm emphasizes diversified asset allocation and long-term strategies, using model portfolios and sub-advisers while implementing changes upon client approval.

David Latko Jr. is a financial advisor at Latko Wealth Management, Ltd. in Frankfort, IL, holding Series 65 and Series 63 licenses with 10 years of industry experience. He has worked at LPL Financial, LLC and Latko Wealth Management since 2016. Latko Wealth Management provides discretionary and non-discretionary investment advisory services, financial planning, and hourly consulting primarily for individual clients, including high-net-worth households, as well as foundations, endowments, and corporate clients. The firm employs a personalized, goal-based process and manages a wide range of portfolio assets through open-architecture platforms and various portfolio programs.