Paul Gianotti is a financial advisor with Gianotti Wealth Advisory in Kankakee, IL, holding Series 63 and Series 66 licenses and 23 years of industry experience. His prior roles include positions at Mutual Advisors, LLC, LPL Financial, Linsco/Private Ledger Corp., and Edward Jones. Gianotti also operates as an independent insurance agent. Gianotti Wealth Advisory provides portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and corporate entities. The firm employs a core passive investment strategy with tactical active adjustments and maintains discretionary authority over client accounts, which are custodied through Schwab Institutional.

Noah Posthumus is a financial advisor at Rooted Wealth Advisors with a Series 65 designation and two years of industry experience. Prior to joining Rooted Wealth Advisors, he worked for ten years at Taylor Chrysler Dodge. Outside of his advisory role, he operates Little Buddy's Lawn Care, a lawn care and landscaping business in Bourbonnais, IL. Rooted Wealth Advisors provides investment management and comprehensive financial planning to individual and high-net-worth clients. The firm manages approximately $317 million in discretionary assets and employs a team approach with seven advisors serving about 1,425 clients.

Alexander Allegro is a financial advisor at Rooted Wealth Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and E*TRADE Securities. Rooted Wealth Advisors provides investment management and comprehensive financial planning to individual and high-net-worth clients. The firm uses a team approach and fundamental analysis to develop individualized investment policies, managing approximately $317 million in discretionary assets across about 1,425 clients.

Andrew Lee is a financial advisor at Rooted Wealth Advisors in Bloomington, IL, holding a Series 65 designation with three years of industry experience. Prior to joining Rooted Wealth Advisors, he worked at J.B. Lee Transportation and held positions at Illinois State University and Monmouth College. Rooted Wealth Advisors provides investment management and comprehensive financial planning to individual and high-net-worth clients. The firm manages approximately $317 million in discretionary assets and employs a team approach to serve about 1,425 clients with seven advisors.

John Savarino is a financial advisor with Rooted Wealth Advisors in Bourbonnais, IL, holding a Series 65 designation and five years of industry experience. His prior work includes roles at AE Wealth Management, Napleton Auto Group, TAYLOR AUTO GROUP, and DICK's Sporting Goods. Rooted Wealth Advisors provides investment management and comprehensive financial planning to individual and high-net-worth clients, managing approximately $317 million in discretionary assets. The firm uses a team approach with fundamental analysis and third-party institutional money managers to implement asset allocation, serving about 1,425 clients across multiple offices.

Joseph Mateja is a financial advisor with Rooted Wealth Advisors in Bourbonnais, IL, holding Series 63 and Series 65 licenses and 11 years of industry experience. He worked at Country Capital Management Company for seven years before joining Rooted Wealth Advisors in 2021. Rooted Wealth Advisors provides investment management and comprehensive financial planning to individual and high-net-worth clients. The firm manages approximately $317 million in discretionary assets, employs a team approach with seven advisors serving about 1,425 clients, and uses fundamental analysis alongside third-party institutional managers to implement asset-allocation strategies.

Roan Cannon is a financial advisor with Rooted Wealth Advisors in Bourbonnais, IL. He holds a Series 65 designation and has been with Rooted Wealth Advisors since 2024. Prior to entering the financial industry, he worked as a personal trainer at Fit Body U. Outside of advising, he continues to assist individuals in maximizing their workouts as an independent contractor personal trainer. Rooted Wealth Advisors offers investment management and comprehensive financial planning to individual and high-net-worth clients. The firm manages approximately $317 million in discretionary assets and employs a team approach to serve about 1,425 clients across multiple offices.

Duke Smith is a financial advisor at AlphaStar Capital Management with eight years of industry experience. He holds the Series 65 designation and is the founder and owner of Resilience Wealth Management, where he sells life insurance and annuities as part of his financial planning services. His prior experience includes roles at Rooted Wealth Advisors, AEWealth Management, and Wall Street Financial Group. AlphaStar Capital Management serves individual, corporate, and retirement plan clients with discretionary investment management, financial planning, and subadvisory services. The firm employs a mix of strategic and tactical investment approaches and supports an extensive advisor team managing approximately $2.5 billion in assets.

George Arocha is a financial advisor with Madison Avenue Securities, LLC, holding CFP® and ChFC® designations and over 44 years of industry experience. He has been with Madison Avenue Securities since 2006 and also serves as owner and president of GA Financial Advisors, Inc., where he provides financial planning services including the sale of life and health insurance products. Madison Avenue Securities, LLC serves individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of investment advisory and financial planning services through various account platforms and strategies.

Stanley Sumling is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at J.P. Morgan Securities LLC and Amazon. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm’s investment approach uses a long-term, tax- and fee-sensitive strategy that combines active and passive management within an enhanced open architecture framework.

Ryan Guertin is a CFP® professional with 10 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. His prior roles include positions at Buckingham Strategic Wealth, Ameriprise Financial Services, PNC Bank, and Edward Jones. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients, providing wealth management and advisory services with a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies through an enhanced open architecture framework.

Andrew Schneider is a CFP® professional with seven years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and RJM Wealth Management Inc. He also has a background in financial services and corporate roles spanning several other firms. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients, offering a comprehensive range of investment management, financial planning, and consulting services. The firm employs an investment approach that combines active and passive strategies under an enhanced open architecture framework, incorporating both fundamental and quantitative analyses.

Natalie Kahl is a financial advisor at &Partners with 27 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. &Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement-plan consulting using a combination of proprietary and third-party strategies, with both discretionary and non-discretionary account management.

Mark Smith is a financial advisor at Focus Partners Wealth, LLC with 28 years of industry experience. He holds the PFS™ designation and Series 65 license. His prior work includes eight years at Buckingham Strategic Wealth, LLC and eighteen years at Solutions for Wealth Management, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management, advisory, and business management services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Terry Nordmeyer is a financial advisor with OSAIC based in Kankakee, IL, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He has worked at Royal Alliance since 2012. Nordmeyer also owns a sole proprietorship providing assistance with non-security products such as health and life insurance. OSAIC serves retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to manage diversified portfolios, supporting both discretionary and non-discretionary accounts.

Ian Cole is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds the Series 66 designation and has been with Thrivent since 2020, including prior roles at Thrivent Financial. Before entering the financial industry, he spent time working at Olivet Nazarene University and Momence Church of the Nazarene. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on goal-based analyses and comprehensive financial planning without discretionary portfolio management. The firm offers clients the option to combine planning with managed accounts through a consolidated billing service called “WealthPlan.”

Alex Leiser is a financial advisor at Edward Jones in Bourbonnais, Illinois, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2026, he worked at Vista Wealth Advisors/Wells Fargo Advisors Financial Network LLC from 2024 to 2026 and at SMB Capital/KERSCHNER TRADE GROUP from 2022 to 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across the wealth spectrum, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices, offering a range of advisory services under a fiduciary standard.

Susan Feller is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors since 2022, following six years at Wells Fargo Clearing and four years at Citigroup Global Markets. Outside of her advisory role, she is involved in her family farm business and serves on the finance committee of St. Margaret Mary Catholic Church. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, and niche services such as special-needs and business-owner transition planning. The firm combines advisory services with other financial products and referral channels, using Wells Fargo research and tools to develop tailored client recommendations.

Marsha Peterson is a financial advisor with Ameriprise in Bourbonnais, Illinois, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she has interests in inherited oil, gas, and mineral leases and family farm holdings. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

Ronald Ouwenga is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Stifel since 2018. Prior to joining Stifel, he worked at Morgan Stanley Private Bank, N.A. from 2015 to 2018. He holds Series 63 and Series 65 licenses. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, focusing on capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.