John Doncaster is the principal advisor of Doncaster Wealth LLC in Hinsdale, IL, with 12 years of industry experience. He previously spent over a decade with Northwestern Mutual in various roles and has maintained an ongoing affiliation with Pacific Life since 2012. Outside of his advisory work, he is also involved in insurance sales and servicing. Doncaster Wealth LLC is an independent registered investment adviser serving approximately 35 clients with $11 million in assets. The firm offers discretionary asset management and fee-based financial planning, employing tailored investment strategies that incorporate fundamental and cyclical analysis alongside Modern Portfolio Theory.

I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire. As a financial advisor, I am dedicated to learning about your personal goals and using them to build a retirement plan tailored to your unique situation. NexJenn Financial Services was founded in response to the demand for financial planning from my tax clients. Often squeezed between spending for their kids’ education, caring for an elderly relative and saving for their own retirement, many were anxious about their financial future. I have enjoyed helping my clients find a balance and focus on building a strong financial future. I am a CPA® and CERTIFIED FINANCIAL PLANNER Professional®, as well as a Retirement Income Certified Professional®. Additionally, I am a member of the National Association of Personal Financial Advisors and the XY Planning Network. In my spare time, my husband and I volunteer at a homeless shelter. I also love to bike and travel and am an aspiring photographer. I have been married for 30 years and together with my awesome husband, we’ve raised three awesome kids.

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.

Joseph Menconi is a CFP® professional with 20 years of industry experience. He has worked at Heritage Drive Wealth Management LLC since 2020 and previously spent 24 years at JMG Financial Group, Ltd. in Naperville, IL. Heritage Drive Wealth Management provides asset management and fee-based financial planning services to individual and high-net-worth clients. The firm uses a combination of fundamental and technical analysis with strategic and tactical asset allocation, managing individualized portfolios primarily composed of mutual funds, ETFs, exchange-listed securities, and fixed-income instruments.

Lyman Howell is a CFP® professional with 14 years of industry experience, currently serving as the sole advisor at Regal Oak Financial, LLC since 2016. He has also operated as an independent financial consultant under his own name since 2014. Outside of his advisory work, Howell provides consulting to a nonprofit organization developing a business incubator and small loan program for micro-businesses. Regal Oak Financial is an independent advisory firm offering comprehensive financial and investment planning services to individuals, business owners, high-net-worth clients, and nonprofit organizations. The firm emphasizes goal-setting, client-accessible financial plans, and investment strategies focused on low-cost funds, with a particular focus on nonprofit and charitable clients and ongoing client education.

Lawrence Lewandowski is a CFP® and PFS™ credentialed advisor and the sole owner of LRL Financial Planning Services, Inc., with 12 years of experience in financial planning and 48 years as a CPA. He operates an independent financial planning firm in Countryside, IL, and also maintains a separate tax and accounting practice under his CPA designation. LRL Financial Planning Services provides comprehensive financial planning and investment advisory to individuals, primarily middle- to high-net-worth clients. The firm emphasizes a buy-and-hold investment approach with non-discretionary management and offers educational seminars alongside personalized financial plans and periodic reviews.

Richard Patap is a CFP®-certified financial advisor with 27 years of industry experience. He has led Patap Financial Services since 2011 in Naperville, IL. In addition to his advisory work, he is involved in insurance and annuity sales through a related business. Patap Financial Services provides personalized financial planning and investment management to individuals, estates, and small businesses, managing approximately $50.7 million for about 135 clients. The firm serves both high-net-worth and non-HNW clients, using a strategic asset allocation approach that combines index funds, ETFs, and actively managed funds, and offers both fee-based advisory services and commissionable insurance products through an affiliated agency.

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.

Timothy Okeefe is the principal of Okeefe & Associates, P.C., an independent advisory firm based in Orland Park, IL. He holds Series 63 and Series 65 licenses and has 28 years of industry experience, including 25 years leading his current firm. Okeefe is also a licensed Certified Public Accountant and provides accounting, tax advice, and income-tax preparation services, including representation before the IRS. Okeefe & Associates offers non-discretionary investment management and financial consulting to individuals, certain high-net-worth clients, and pension and profit-sharing plans. The firm follows a Modern Portfolio Theory-based approach, utilizing diversified portfolios with equities, fixed income, mutual funds, and ETFs, emphasizing low-cost index funds and total-return/risk management.

Karen Dowling is a Series 65 licensed financial advisor with nine years of industry experience, currently serving as the principal at Chancellor Financial Services, Inc. in Orland Park, IL. She has held leadership roles in several related businesses, including Dowling Legacy & Retirement, Inc., where she focuses on insurance sales and legacy planning, and she is also CEO of the Dowling Foundation, a nonprofit organization. Chancellor Financial Services, Inc. provides discretionary portfolio management, financial planning, and ongoing financial coaching to individuals, trusts, estates, corporations, and charitable organizations. The firm oversees approximately $26.4 million across 85 client accounts and offers public seminars and structured coaching programs alongside its investment management services.

Lauren Hunt is a CFP® professional with 11 years of industry experience. She is the sole advisor at Daybreak Wealth, LLC, where she has worked since 2022. Prior to this, she spent eight years at Pinnacle Financial Group LLC. Daybreak Wealth, LLC provides customized financial planning and ongoing wealth management to individuals, high-net-worth clients, and estates and trusts. The firm focuses on primarily passive, long-term portfolios using low-cost mutual funds and ETFs, applying principles from Modern Portfolio Theory and the Fama–French three-factor model.

Erik Barnes is a financial advisor at Retirement Portfolio Partners in Warrenville, IL, holding a Series 66 designation with 17 years of industry experience. He has been with The Farm Capital Management, LLC since 2008. Retirement Portfolio Partners provides wealth management services to individuals, high-net-worth households, and families, combining portfolio management with comprehensive financial planning. The firm employs passive, cost- and tax-aware strategies using mutual funds, ETFs, and select individual securities, and offers ongoing portfolio oversight through quantitative tools and client digital portals.

Anthony Krcmar is the managing member of Paisley Financial LLC with 16 years of industry experience. He holds a Series 65 designation and has held roles at Grassland Capital, LLC and Bluestem Capital Partners, LLC. Outside of his advisory work, he is involved with Kwiktrading, where he dedicates time as an associated person. Paisley Financial serves individual clients, including high-net-worth households, as well as pension and institutional clients, providing financial consulting, retirement and estate planning, and portfolio management. The firm employs an individualized asset-allocation approach using a broad range of securities and strategies, with regular portfolio reviews and third-party custodianship.

Brian Gilmartin is the sole advisor at Trinity Asset Management, Inc. in Clarendon Hills, IL. He holds the CFA® designation and has 27 years of industry experience, having been with Trinity since 1995. Trinity Asset Management provides discretionary and non-discretionary investment management primarily for individual investors, including taxable brokerage and IRA accounts, as well as higher-net-worth clients and a family foundation. The firm constructs long-only portfolios using mutual funds, individual equities, ETFs, and fixed income, applying modern portfolio theory to tailor asset allocations based on client-specific factors.

Steven Petrovich is the sole advisor at Petrovich Capital Advisors LLC in Burr Ridge, IL. He holds a Series 65 designation and has prior work experience with Dodger Investments LLC from 2017 to the present and NYC Health and Hospitals Corp. from 2009 to 2017. Outside of his advisory role, he operates a separate non-investment consulting business. Petrovich Capital Advisors LLC provides discretionary and non-discretionary portfolio management to individuals and high-net-worth clients, focusing on long-term investment strategies with publicly traded liquid securities such as ETFs and individual equities. The firm emphasizes fundamental analysis, asset allocation, and diversification, avoiding leverage, derivatives, margin, and private placements, and offers ongoing portfolio monitoring and account reviews.

Mark Nelson is a financial advisor at NFO Financial Advisory LLC in Westmont, IL, holding a Series 65 designation with six years of industry experience. He previously worked at Crestline Denali Capital from 2014 to 2020. NFO Financial Advisory LLC serves individual clients through a subscription membership model with no minimum asset requirement. The firm provides financial planning, investment guidance, tax filing services, and consulting, emphasizing long-term investing with strategic and tactical asset allocation primarily using ETFs and mutual funds. NFO charges fixed monthly fees rather than asset-based fees and does not manage or take custody of client assets.

Bradford Tyl is a CFP® professional with 22 years of industry experience and the principal of Bradford Capital Management, LLC, an independent advisory firm he founded in 2003. He also serves on the faculty of Keller Graduate School of Business since 2003. Bradford Capital Management provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm emphasizes ETF-based portfolios using Modern Portfolio Theory with a passive asset-allocation and regular rebalancing approach, and it is noted for its pension consulting services and work with charitable organizations.

Brian Peterson is the principal of Pluto Wealth Management, an independent firm based in Woodridge, Illinois. He holds Series 63 and Series 65 designations and has six years of industry experience. In addition to his advisory role, he operates a corporate consulting business focused on reviewing and establishing Treasury functions and department structures on a project basis. Pluto Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities, providing comprehensive financial planning, discretionary investment management, and project consulting. The firm employs a mixed analytical approach to portfolio management and offers services such as subscription-style planning, client newsletters, and educational seminars.

Leela Rao is a CFA® charterholder and holds a Series 65 license, with 20 years of industry experience. She has been with Goodwin Asset Management Inc. since 2002. Rao serves as a director of the Raagalaya Foundation Inc., a nonprofit organization registered in Florida. Goodwin Asset Management provides discretionary investment management and comprehensive financial planning primarily to high-net-worth individuals, families, trusts, and retirement plans. The firm employs a conservative, value-oriented investment strategy combining top-down macro allocation with bottom-up security selection, and it also offers pension-plan consulting and retirement-plan management services.

Darryl Franklin is a financial advisor at Oakwood Wealth Advisors Ltd. in Naperville, IL, holding a Series 66 designation with 16 years of industry experience. He has been with Oakwood Wealth Advisors since 2012. In addition to his advisory work, he serves as a graduate school lecturer at Benedictine University. Oakwood Wealth Advisors provides portfolio management and comprehensive financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm utilizes a combination of fundamental, technical, and cyclical analysis, offering both active and passive management along with discretionary account authority and performance-based fee arrangements for qualified clients.