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.

Alexander Koynoff is a financial advisor at ATK Financial Prosperity with a Series 65 designation and three years of industry experience. He previously worked at Zurich North America, Northwestern University, and Northern Trust. ATK Financial Prosperity is an independent, single-advisor registered investment adviser serving individuals and high-net-worth clients with financial planning and discretionary portfolio management. The firm’s investment approach emphasizes Modern Portfolio Theory and primarily passive portfolios constructed with index mutual funds and ETFs, supplemented by fundamental, technical, cyclical, and charting analysis.

John Stanton is the sole advisor at Stanton Group Wealth Partners, Inc. in Naperville, IL, holding Series 63 and Series 66 licenses with 21 years of industry experience. He previously spent 11 years at Seacrest Wealth Management, LLC. Stanton is also a licensed insurance agent specializing in life, long-term care, and fixed annuities. Stanton Group Wealth Partners, Inc. is a newly formed investment adviser providing wealth management, financial planning, and retirement-plan advice to high-net-worth individuals, trusts, estates, and businesses. The firm uses a combination of fundamental and technical analysis to construct tailored strategy portfolios and offers a range of planning services including pension consulting and 401(k) reviews.

Kristopher Kalish is a financial advisor at The Kalish Group with eight years of industry experience. He holds a Series 66 designation and has worked previously at Merrill Lynch and Bank of America. The Kalish Group provides discretionary investment management, financial planning, estate planning, and consulting primarily to high-net-worth individuals, families, trusts, estates, businesses, and charitable organizations. The firm employs a proprietary asset-allocation methodology and offers a broad range of investment tools, including options and leveraged ETFs, while maintaining an explicit margin policy and a focus on customized portfolio management.

David Bankston is a CFP® with 26 years of industry experience. He is currently with RWC for Life and has held roles at Simplicity Wealth, LLC, FSC Securities Corp, and has operated Bankston Wealth Management, Inc. since 1999. In addition to his advisory work, he manages an accounting firm, David A Bankston CPA, LLC. RWC for Life provides comprehensive financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, and corporate entities. The firm offers customized and model portfolios with regular reviews, serving about 97 client relationships and managing approximately $30.2 million in assets.

Greg Rutherford is a CFP® professional with 17 years of experience at Sound Asset Management, Inc., an independent firm based in Yorkville, IL. He has worked exclusively with Sound Asset Management since 2009. Sound Asset Management, Inc. provides personalized, fee-only financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm focuses on strategic, globally diversified asset allocation primarily through no-load or low-load mutual funds and ETFs, and is notable for its work with institutional retirement clients and pension consulting services.

Daniel De Boer is a financial advisor at Cruz Investments & Wealth Management in Aurora, IL. He holds a Series 65 designation and has been with the firm since 2023. Prior to his advisory role, he worked at Aurora University and Kaneland School District 302. Cruz Investments & Wealth Management provides investment management primarily through recommending and monitoring third-party advisers and offers modular financial planning along with ancillary insurance and tax-planning services. The firm focuses on asset allocation and ongoing evaluation of outside managers, with accounts managed on a non-discretionary basis.

Bernard Czerwinski is a financial advisor at Ascension Financial with two years of industry experience. He holds the ChFC® designation and Series 65 license. Prior to joining Ascension Financial, he worked at RLK-PLG Investment Management, Forever Companies, GM Casting House, Inc., and Northport Investments. Outside of advising, he is the managing member of Czerwinski Consulting, which provides operational strategy and technology consulting for B2B manufacturers and direct consumer retail businesses. Ascension Financial is a fee-only advisory firm serving individual and high-net-worth clients, as well as trusts, estates, and qualified retirement plans. The firm actively manages portfolios using a combination of fundamental, quantitative, and technical analysis, and employs derivatives and margin strategies for hedging and income generation.

Michael Fry is a financial advisor at RWC for Life with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Simplicity Wealth, LLC and Ausdal Financial Partners. Fry is also the owner and president of Steward Financial Services, Inc., where he provides insurance, education, and consulting services. Additionally, he develops financial education materials through his venture, Dashing Upward. RWC for Life offers comprehensive financial planning, consulting, and investment management services to individuals, high-net-worth clients, and corporate entities. The firm manages discretionary portfolios and provides tailored financial plans and consulting engagements, utilizing both custom and model portfolios.

Reynaldo Cruz is a CFP® professional with 36 years of industry experience, currently serving at Cruz Investments & Wealth Management in Aurora, IL. He has held roles at Madison Avenue Securities, LLC and Gf Investment Services, LLC. Outside of his advisory work, he is the creator of retail content through Sparton Eye Candy, LLC, which sells financial-themed products. Cruz Investments & Wealth Management provides investment management primarily by recommending and monitoring third-party advisers and offering qualified plan management. The firm’s approach emphasizes asset allocation and ongoing evaluation of external managers, while delivering modular financial planning and ancillary insurance and tax-planning services.

Charles Meeder is a CFP® professional with 24 years of experience in financial advising. He has operated Sound Asset Management, Inc. since 2001 and has been running Charles Meeder, CPA, Inc. since 1991. Sound Asset Management, Inc. provides fee-only financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm focuses on strategic, globally diversified asset allocation using primarily no-load or low-load mutual funds and ETFs, and it is notable for its work with institutional retirement clients and pension consulting services.

John Heneghan is a financial advisor at Servant Financial, Ltd. in Aurora, Illinois, holding a Series 65 designation with 20 years of industry experience. He has been with Servant Financial, Ltd. since 2004. Servant Financial, Ltd. is a fee-only independent investment adviser managing approximately $116 million for individuals, retirement accounts, trusts, family offices, pooled investment vehicles, corporations, and other institutions. The firm employs a risk-based, broadly diversified approach using low-cost ETFs and mutual funds, with tactical adjustments and hedging as appropriate, and provides alternative investment consulting, including management of private pooled vehicles focused on farmland qualified opportunity zone investments.

Eric Wills is a CFA® charterholder and financial advisor at Park River Advisors with three years of industry experience. He previously worked at Point72, Zazove Associates, and Calamos Investments. Park River Advisors is a small, state-registered investment adviser that provides discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $28.1 million for a compact client roster and employs a tactical allocation approach combining fundamental, technical, and cyclical analysis across multiple asset classes.

Ethan Czerwinski is a financial advisor at Ascension Financial with a Series 65 designation and six years of experience through his own consulting business. He has been with Ascension Financial since 2023. Outside of his advisory role, he operates Czerwinski Consulting LLC, a non-investment-related business. Ascension Financial is a small, fee-only advisory firm serving individual and high-net-worth clients, as well as trusts, estates, and qualified retirement plans. The firm actively manages portfolios using a combination of fundamental, quantitative, and technical analysis, employing strategies such as derivatives and margin for hedging and income generation.

Adam Ogle is a financial advisor at Park River Advisors with a Series 65 designation and one year of industry experience. He has worked at SAP since 2011 as a Principal Enterprise Architect, focusing on guiding customers from on-premises legacy software applications to SAP’s cloud-based solutions. Park River Advisors is a small, state-registered firm providing discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a tactical allocation approach blending fundamental, technical, and cyclical analysis to manage customized portfolios across various asset classes.

Christian Cruz is a financial advisor at Cruz Investments & Wealth Management in Aurora, IL, holding a Series 65 credential with four years of industry experience. He previously worked at Advisors Excel and Western Illinois Recreation. In addition to advisory services, Cruz is licensed to sell life and health insurance, spending part of his time reviewing insurance and annuity policies for clients. Cruz Investments & Wealth Management provides investment management primarily through recommending and monitoring third-party advisers and offers qualified plan management alongside modular financial planning, insurance, and tax-planning services. The firm focuses on asset allocation and ongoing evaluation of outside managers, delivering non-discretionary account handling and periodic reviews while integrating licensed insurance and advisory activities.

Jessica Stanley is a financial advisor at Rezny Wealth Management, Inc. in Aurora, IL, holding a Series 65 designation with 13 years of industry experience. She has been with Rezny Wealth Management since 2009. Rezny Wealth Management primarily serves individual investors, including high-net-worth clients, as well as pension and profit-sharing plans, offering discretionary portfolio management and integrated financial planning on a fee-only basis. The firm manages approximately $506 million in client assets, utilizing a Global Tactical Opportunity Portfolios framework that combines quantitative and fundamental analysis across a range of investment styles.