Jeremy Belingon is a CFP® with three years of industry experience. He currently works at Facet and previously was with The Vanguard Group, Inc. for three years. Prior to his financial services career, he held positions in education and healthcare-related roles. Facet Wealth offers subscription-based financial planning and discretionary investment management primarily for individual clients across a range of wealth levels. The firm utilizes model-based asset allocations with a focus on ETFs and employs technology-driven processes to support tax-optimized portfolio implementation and ongoing account management.

Stephanie Burling is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Her prior roles include positions at Bankers Life Securities and Bankers Life & Casualty. She serves on the board of the IPF Foundation, a medical nonprofit organization. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model and utilizing tools like the Color of Money Risk Analysis in their portfolio strategies.

Cynthia Pruemm is a financial advisor at Corecap Advisors with six years of industry experience. She holds a Series 65 designation and has been associated with SIS Financial Group since 2006. In addition to her advisory role, she owns and operates an independent insurance agency serving a similar client base. Corecap Advisors provides discretionary investment and portfolio management as well as standalone financial planning services to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm uses a relationship-oriented, individualized approach with a long-term investment horizon and employs a range of investment vehicles including mutual funds, ETFs, individual equities, and fixed income.

Christopher Hessenflow is a financial advisor with Wealthcare Capital Management LLC, holding a Series 66 designation and over 25 years of industry experience. He has worked at Wealthcare Capital Management since 2010 and previously at Smb Advisors LLC, Waterstone Financial Group, Inc., and LaSalle Financial Services, Inc. Hessenflow serves on the advisory board of Financeware, Inc., a technology firm related to investment services. Wealthcare Capital Management LLC is a multi-team SEC-registered investment adviser managing approximately $3.93 billion for more than 5,600 clients through 33 advisors. The firm offers comprehensive financial planning and discretionary portfolio management for individuals and high-net-worth clients, as well as retirement plan advisory and investment strategist services to intermediaries, using a long-term, evidence-based investment approach combined with behavioral economics.

Mark Waldoch is a financial advisor at Harbour Investments, Inc. in Geneva, IL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including 17 years with Harbour Investments and operating Waldoch Financial Services since 2002. Outside of advisory work, he owns a CPA tax preparation business and is involved in group health insurance sales through MWBC, Inc. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized strategies using various investment vehicles and offers model-based solutions through a subscription platform.

David Walker is a CFP® with 37 years of industry experience, currently serving as a financial advisor at VestGen Advisors, LLC. His prior experience includes roles at LPL Financial, LLC and Securities America Advisors, Inc. Walker also serves as president of his office condo association and is president of Swisher & Walker Financial Services, Inc., which provides income tax preparation and accounting services. VestGen Advisors, LLC manages investments, financial planning, and retirement plan services for individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationships with centralized portfolio construction, offering discretionary and non-discretionary management and utilizing third-party managers and affiliated funds.

Monica Moose is a financial advisor at Ausdal Financial Partners, Inc. with 11 years of industry experience. She holds the Series 66 designation and previously spent 19 years at KRM Financial before joining her current firm in 2025. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm provides a wide range of services including advisor-managed accounts, separately managed accounts, unified managed accounts, retirement-plan advisory, and financial planning, with investment strategies tailored at the advisor level to meet client objectives and risk tolerance.

Charles Svoboda is a Series 65-licensed financial advisor at CoreCap Advisors with one year of industry experience. Prior to joining CoreCap Advisors, he was associated with SIS Financial Group and UBS. His role at SIS Financial Group includes insurance and annuity sales, along with providing inside sales and operational support. CoreCap Advisors offers discretionary investment and portfolio management as well as standalone financial planning to a diverse client base including high-net-worth individuals, retirement accounts, and institutional entities. The firm employs a relationship-oriented investment approach with a long-term horizon, utilizing a variety of investment vehicles and sub-advisors to manage client portfolios.

Sanford Prizant is a financial advisor at CG Advisory Services with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Capital Asset Advisory Service since 2019, following six years at Investment Planners, Inc and IPI Wealth Management, Inc. Outside of his advisory work, Prizant serves as president of The Prizant Group Ltd, a consulting business, and works as a FINRA dispute resolution arbitrator in Chicago. CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base, including individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management, financial planning, and retirement services, utilizing proprietary model portfolios, third-party managers, and customized private equity and hedge-fund access.

Eric Mooney is a financial advisor at VestGen Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has worked with firms including Private Client Services, Mooney Lyons Financial, and Triad Advisors. Mooney serves as the president and a board member of the Naperville Networking Alliance, a local networking group. VestGen Advisors provides investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, and institutional investors. The firm combines advisor-level client work with centralized portfolio construction, offering discretionary and non-discretionary management alongside third-party manager options.

Jennie Fleming is a financial advisor with HBW Advisory Services LLC, holding a Series 66 designation and 21 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for 16 years before joining HBW Advisory Services in 2021. Fleming is also a notary public and is involved with the Greater Winfield Chamber of Commerce. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting services to individuals, families, charitable organizations, businesses, and retirement plans. The firm utilizes a blended investment approach with third-party money managers and emphasizes a client servicing model that includes institutional and intermediary roles.

Rikk Rodriguez is a financial advisor with VestGen Advisors, LLC, holding the ChFC® designation and Series 63 and 66 licenses, with 14 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Triad Advisors. He serves as a co-trustee of a living trust. VestGen Advisors provides investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationships with centralized portfolio construction and uses third-party managers and affiliated funds to deliver its services.

Thomas Riley is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Lincoln Investment Planning since 2013 and previously spent nine years at Legend Advisory, LLC, along with a year at Benchmark Capital Group Ltd. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Jeffrey Scheider is a financial advisor with VestGen Advisors, LLC, holding the CFP® and ChFC® designations and over 28 years of industry experience. His career includes roles at LPL Financial, Sequoia Wealth Management, Triad Advisors, and Private Client Services. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to a diverse client base that includes individuals, high-net-worth clients, small businesses, and institutional entities. The firm utilizes a combination of centralized portfolio construction and advisor-level relationship management, supported by third-party managers and proprietary strategies.

William Yocius Jr. is a financial advisor at Integrated Advisors Network LLC with 22 years of industry experience. He holds the Series 66 designation and has worked previously at Shields Capital Advisors Inc. and Mitchell, Vaught & Taylor, Inc. In addition to his advisory role, he provides insurance advice to individual clients. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm employs a mix of fundamental and quantitative analysis and frequently utilizes third-party sub-advisers while offering a range of portfolio management and financial planning services.

Joseph Lyons is a financial advisor with VestGen Advisors, LLC, holding the CFP® and ChFC® designations and bringing 28 years of industry experience. His career includes roles at Triad Advisors, LPL Financial, and Sequoia Wealth Management. Lyons is also involved in nonprofit work as a board member of Big Brothers Big Sisters of McHenry County and directs educational seminars through the Capital Financial Education Group. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationships with centralized portfolio construction and serves a diverse client base including other advisers, institutions, and government entities.

Trent Fifield is a CFP® with 22 years of industry experience, currently with NorthCoast Asset Management LLC. His prior roles include positions at Kovitz Investment Group Partners, Connectus Wealth, and Charles Schwab. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, institutional, and intermediary clients. The firm uses a quantitatively driven, systematic process for investment decisions and offers a broad range of strategies including strategic asset allocation, equity and fixed income, options/defined-outcome overlays, and alternative interval funds.

Jonathan De Moss is a CFP®, CFA®, and Series 66-licensed advisor with 11 years of industry experience. He is currently with Mission Wealth Management, LP and has previously worked at Advance Capital Management, Inc., Foreside Fund Services, LLC, Innovator Capital Management, LLC, Invesco Advisers, Inc., and Edward Jones. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients including pension plans, endowments, and charitable organizations. The firm offers integrated wealth management, financial planning, and investment management services, using a total picture approach that incorporates tax, trust, philanthropy, and risk planning tailored to client needs.

Ashley Duran is a financial advisor at Midwestern Securities Trading Company, LLC with 11 years of industry experience. She holds Series 65 and Series 63 licenses. Her prior experience includes roles at Citizens JMP Securities, LLC, Matrix Capital Markets Group, Inc., MCMG Capital Advisors, Inc., and FIS Brokerage & Securities Services LLC. Midwestern Securities Trading Company serves a diverse client base, including individual investors, retirement plan sponsors, municipalities, and charitable organizations. The firm offers financial planning, portfolio management, model and wrap programs, and fiduciary services, combining discretionary internal portfolios with third-party management and advisory representatives’ recommendations.

Michael Fujii is a financial advisor with Advisory Services Network in South Barrington, IL, holding Series 63, Series 65, and Series 66 licenses and bringing 18 years of industry experience. He has worked at Advisory Services Network since 2022 and concurrently operates Fujii Partners Capital, LLC, which he founded in 2007. Advisory Services Network is an enterprise firm that serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent advisers. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing about $8.6 billion in client assets.