Wendy Malas

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.

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.

Robert Harbour is a financial advisor with EBH Financial, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at EBH Financial since 2010, with prior roles at LPL Financial and Infinity Financial Services Advisory. EBH Financial provides discretionary asset management and financial planning services to individual and high-net-worth clients. The firm focuses on client-specific objectives and risk tolerance, using fundamental analysis and a preference for long-term investments, while maintaining a single custodian relationship with Charles Schwab.

Lang Nguyen is a financial advisor at Organize, Protect & Grow Your Wealth, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones & Co. and Serenity Investment Advisors. Outside of his advisory role, Nguyen serves as a board member for three nonprofit charitable organizations and works as a Live Tax Expert for Intuit TurboTax during tax season. Organize, Protect & Grow Your Wealth, LLC manages approximately $16.45 million for around 60 clients, providing discretionary portfolio management to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a multi-method investment process combining charting, cyclical, fundamental, quantitative, technical analysis, and modern portfolio theory, with both long- and short-term trading strategies tailored to client objectives and risk tolerances.

Sean Rhodes is a financial advisor with Rhodes Capital Management, Inc. in Batavia, Illinois, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Onyx Bridge Wealth Group LLC and Elite Investment Team LLC, alongside his role at Rhodes Capital Management since 2012. Rhodes Capital Management provides portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and small businesses. The firm employs a strategic asset-allocation approach combining passive index-tracking core positions with active satellite holdings, utilizing various investment strategies including option writing, futures, short sales, and margin transactions tailored to client objectives and risk tolerance.