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.

David Finnestad is the sole advisor at Finnestad Financial in Minooka, IL, holding Series 63 and Series 65 licenses with 28 years of experience in the financial industry. He has been self-employed in the livestock and agriculture sector since 1994 alongside his financial advisory work that began in 1987. Finnestad Financial provides fee-only investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers discretionary portfolio management using a variety of analytical methods and implements client-directed strategies with ongoing monitoring tailored to each client's objectives and risk tolerance.

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.

Edward Vanhecke is the sole advisor at Edvestment Solutions L.L.C. in Lemont, IL, holding a Series 65 designation with nine years of industry experience. He founded Edvestment Solutions in 2016 and has managed the firm since then. Edvestment Solutions provides fee-based portfolio management services primarily to individual clients and individual retirement accounts. The firm uses a top-down approach focusing on macroeconomic factors to guide asset allocation, combining passive index strategies with active equity and options positions tailored to client objectives.

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.

Michael Pensinger is a financial advisor at Pensinger Financial, Inc. with 13 years of industry experience. He holds a Series 65 designation and previously worked at Evanston Advisors before founding Pensinger Financial. Outside of his advisory role, he is involved in real estate development through Denanson Development LLC. Pensinger Financial provides investment advisory and financial planning services to individuals, high-net-worth clients, and small businesses. The firm emphasizes long-term investing using a strategy based on efficient market theory and modern portfolio theory, primarily through indexed mutual funds and ETFs.

Greg Rutherford is a CFP® professional with six years of industry experience, currently serving at Sound Asset Management, Inc. He has been with the firm since 2009. Sound Asset Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and small businesses. The firm provides personalized financial planning and investment management on a fee-only basis, emphasizing strategic asset allocation and global diversification.

Christopher Odonnell is a financial advisor at North South Capital, LLC with 23 years of industry experience. He has held his current role since 2008 and holds Series 63 and Series 65 licenses. Additionally, he is a licensed life insurance agent. North South Capital serves individual and high-net-worth clients, as well as corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm offers discretionary and non-discretionary portfolio management, retirement plan advisory services, financial planning, securities advice, and insurance product recommendations.

Brian Bardachowski is a financial advisor at Pensinger Financial, Inc. with one year of industry experience. He holds Series 65 and Series 63 licenses and has operated Wisdom Financial, Inc., a mortgage brokerage firm, since 2007 where he serves as owner and mortgage loan originator. Pensinger Financial provides investment advisory and financial planning services to individuals, high-net-worth clients, and small businesses, focusing on long-term investing through indexed equities and fixed income using mutual funds and ETFs. The firm emphasizes documented risk tolerance, regular portfolio monitoring, and annual reviews.

Aaron Vasil is a financial advisor at North South Capital, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with North South Capital since 2009. In addition to his advisory role, he is a partner at Fundamental Financial Group, LLC, where he offers insurance products to securities clients and teaches college courses approximately one night per month. North South Capital serves retail and high-net-worth individuals, businesses, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm employs multiple methods of analysis and goal- and risk-based model allocations, tailoring plans through client interviews and periodic reviews, and combines investment advisory and broker-dealer services with a focus on education and conflict monitoring.

Charles Meeder is a CFP® professional with 25 years of experience at Sound Asset Management, Inc. He has been working in the financial industry for over 35 years through his own CPA firm, Charles Meeder, CPA, Inc. Sound Asset Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and small businesses. The firm provides personalized financial planning and investment management on a fee-only basis, focusing on strategic asset allocation and global diversification.

Stephen Truesdale is a financial advisor at North South Capital, LLC in New Lenox, Illinois, with four years of industry experience. He holds a Series 66 designation and previously worked for CN Railroad for ten years before joining North South Capital in 2021. Outside of advising, he manages a small rental property in Cedar Lake, Indiana. North South Capital serves retail and high-net-worth individuals, businesses, pension and profit-sharing plans, charitable organizations, estates, and trusts, managing approximately $25.9 million across about 120 client accounts. The firm uses multiple methods of analysis and goal- and risk-based model allocations, offering discretionary portfolio management, financial planning, and insurance- and brokerage-related services.

Eric Wills is a CFA charterholder with four years of industry experience. He is currently an advisor at Park River Advisors and previously worked at Point72, Zazove Associates, and Calamos Investments. Park River Advisors provides fee-based investment advisory services, discretionary portfolio management, comprehensive financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and other entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis and manages roughly $45 million in discretionary assets with a small team that incorporates active derivative and short-selling strategies in some accounts.

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.

Michael Ascencio is a financial advisor at Encompass Advisory Services, LLC, holding a Series 65 designation. Based in Joliet, IL, he has one year of industry experience. Prior to joining Encompass Advisory Services, he was involved with Elite Baseball Training and Wilderness Falls, and he spent several years as a full-time student. Encompass Advisory Services is a team-based registered investment adviser that serves individuals, business entities, retirement plans, trusts, and charitable organizations. The firm provides financial planning, investment and wealth management, and estate-document facilitation, using a combination of discretionary and non-discretionary portfolio management approaches.

Brandon Muzzarelli is a financial advisor with 1834 Investment Advisors Co. and holds a Series 65 designation. He has one year of experience at 1834 Investment Advisors and 19 years of experience at Old National Bank, where he is a portfolio manager. Outside of his advisory role, he serves as the Treasurer for the Village of Gardner, IL. 1834 Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes asset allocation and customized portfolio strategies, working closely with its affiliate Old National Bank and offering specialized services such as cash-balance defined benefit plan management and private investment consulting.

Ashley Janosek is a CFP® and Series 65-licensed advisor with one year of industry experience. She is currently with Trillium Wealth LLC and has prior experience at firms including CWM, LLC and Synergy Financial Services. In addition to her advisory role, she works as an accountant preparing tax returns for Trillium Tax, LLC. Trillium Wealth LLC provides portfolio management, financial planning, retirement plan consulting, and private placement investment access for individuals, trusts, pension plans, corporations, and other entities. The firm employs quantitative, fundamental, technical, and economic analyses with both long- and short-term strategies and maintains $544 million in discretionary assets under management across approximately 625 client relationships.

Fredrick Robinson is a financial advisor with O'Hagan Group, Inc. in Morris, Illinois, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at firms including Purshe Kaplan Sterling Investments, Arbor Point Advisors, and SECURITIES AMERICA, inc., and has been with O'Hagan Group since 2012. Outside of advisory work, Robinson manages a grain farming operation and provides individual income tax preparation services. O'Hagan Group offers financial planning, consulting, and discretionary investment management to individuals, trusts, and estates, focusing on retirement accounts and a range of asset types. The firm employs a growth-and-value investment approach with fundamental company analysis and manages portfolios on a discretionary basis with continuous monitoring.

Donald Powell is a CFA® charterholder with four years of industry experience. He is currently a Portfolio Manager at 1834 Investment Advisors Co. and also holds a similar role at 1834 Wealth Management, a division of Old National Bank. Both firms are subsidiaries of Old National Bancorp. 1834 Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan services to high-net-worth individuals and institutional clients. The firm emphasizes asset allocation and customized portfolio strategies and leverages both internal and external models, including proprietary strategies developed in affiliation with Old National Bank.

Lucas Thompson is a financial advisor with Trillium Wealth LLC and holds a Series 66 designation. He has two years of industry experience, including prior roles at CWM, LLC and Thrivent Financial. Outside of his advisory work, he has been involved with The Write Stuff. Trillium Wealth LLC provides portfolio management, financial planning, retirement plan consulting, and access to private placement investments for individuals, trusts, pension plans, corporations, and other business entities. The firm uses quantitative, fundamental, technical, and economic analysis in its investment approach and manages over $544 million in discretionary assets across approximately 625 clients.