Theresa Plank

John Bishop is a Series 65-credentialed advisor at Bishop Financial Services LLC in Naperville, IL, with four years of industry experience. He has been self-employed since 2008 and has served on the Tom Russell Charitable Foundation since 2001. Bishop Financial Services LLC is an independent advisory firm managing discretionary portfolios for individuals, high-net-worth clients, charitable organizations, and business entities. The firm uses both fundamental and quantitative analysis, focusing primarily on equities, ETFs, and certain non-U.S. securities, and provides individualized Investment Policy Statements to guide asset allocation and ongoing monitoring.

Patrick Keedy is the principal advisor at Patrick Capital Management in Geneva, Illinois, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has led Patrick Capital Management since 2004. The firm provides personalized financial planning and discretionary and non-discretionary investment management for individuals, institutions, and business clients, including pension and profit-sharing plans, trusts, and charitable organizations. Its investment approach combines strategic and tactical asset allocation with macroeconomic and bottom-up security analysis, utilizing global diversification across multiple asset classes.

Simon Granner is a financial advisor with PCFO Capital holding Series 65 and Series 66 credentials. He is based in St Charles, Illinois. PCFO Capital, LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm combines fundamental analysis and modern portfolio theory with a long-term trading orientation, tailoring portfolios to clients’ goals, tax considerations, and risk tolerances.

Gary Rychtanek is a CFP® with 28 years of industry experience and is the sole advisor at GCR Financial Services, LLC in Naperville, IL. He has worked with Chauner Securities, Inc. since 2003 and Clune & Associates since 1996. In addition to his advisory role, he provides fee-based tax preparation services as a CPA, focusing on corporate, individual, and partnership tax returns during the tax season. GCR Financial Services primarily serves individual clients and their associated trusts, small businesses, and retirement plans, offering comprehensive financial planning and investment supervisory services. The firm employs a non-discretionary investment approach with diversified portfolios and integrates tax, cash-flow, and estate considerations into its planning.

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.

Dina Weiss is a financial advisor at Redwing Financial with 19 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial and The Lighthouse Institute, Inc. In addition to her advisory work, she is a certified holistic nutritional consultant and engages in pro bono speaking on nutritional topics. She is also a co-author and provides public speaking on financial matters. Redwing Financial is an independent firm serving primarily individual clients with investment advisory and portfolio management services. The firm manages approximately $29.5 million across about 95 client relationships and offers a combination of advisory and brokerage services, including educational seminars and pension consulting.