Ronald Reitz Jr. is a CFP® professional with six years of industry experience, currently serving as an advisor at Horizon Wealth Management. Prior to joining Horizon, he held roles at LPL Financial, Capital Analysts, Lincoln Investment, and Equitable Advisors, among others. Horizon Wealth Management is an SEC-registered advisory firm that provides financial planning and discretionary investment management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term, fiduciary investment approach, utilizing diversified portfolios and ongoing portfolio monitoring.

J Gimbel V is a financial advisor at Fiduciary Financial Partners, LLC with one year of industry experience and holds the Series 66 designation. Prior to joining Fiduciary Financial Partners, he worked at Bank of America and has experience in various roles including positions at Denison University and in small business operations. Fiduciary Financial Partners serves individuals, including high-net-worth households, and employer-sponsored retirement plans by providing wealth management, financial planning, and retirement plan advisory services. The firm manages approximately $293 million in assets across five offices, employing a team approach and integrating portfolio management with comprehensive financial planning.

Miaciah Manuel is a CFP® with 18 years of industry experience and has been with Fiduciary Financial Partners, LLC since 2012. Based in Naperville, IL, she holds Series 63 and Series 65 licenses. Fiduciary Financial Partners provides comprehensive wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, and employer-sponsored plans. The firm combines fundamental and quantitative investment methods to construct portfolios and offers both discretionary management and written financial plans.

Christos Kyros is a financial advisor at MPS-LORIA Financial Planners, LLC with 15 years of industry experience. He holds Series 65 and Series 63 licenses and has been with MPS-LORIA since 2006. In addition to his advisory role, he is an independent licensed insurance agent specializing in life insurance. MPS-LORIA Financial Planners serves individual and institutional clients, including high-net-worth individuals, corporations, and charitable organizations. The firm employs an open-architecture, predominantly discretionary investment approach that emphasizes diversified allocations using no-load mutual funds and ETFs, supported by quantitative screening and research.

Wendell Franklin is a financial advisor at Chicago Capital Management Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at American Trust Investment Services Inc since 2014. Outside of his advisory role, he works as a part-time DJ in Chicago. Chicago Capital Management Advisors is a multi-team registered investment adviser managing approximately $135 million in discretionary assets for individuals, corporations, trusts, and retirement plans. The firm offers customized portfolio management using a bottoms-up fundamental screening process and provides financial planning services, including comprehensive estate, tax, business disposition, and insurance planning.

Matthew Gill is a financial advisor with M. Brown Financial Advisors in Naperville, IL, holding CFP®, Series 63, and Series 65 credentials. He has six years of industry experience, including roles at Ausdal Financial Partners and other financial and service-related firms. Outside of advising, he is involved as a member in a farm land investment entity. M. Brown Financial Advisors primarily serves as a sub-advisor to Ausdal Financial Partners and other registered investment advisers, offering discretionary portfolio management, customized accounts, and retirement plan consulting. The firm combines active tactical allocation with diversified models and uses a variety of investment strategies, managing most client accounts on a discretionary basis.

James Stork is a CFP® and CFA® with 25 years of experience in financial advising. He has been with Pinnacle Financial Group LLC since 2000, currently serving as part of a four-advisor team. Outside of his advisory role, Mr. Stork is a managing member and co-owner of STU Partners, LLC, a holding company for the building Pinnacle leases as its principal place of business, and also manages Tower Management, LLC. Pinnacle Financial Group LLC is an SEC-registered, fee-only investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm combines modern portfolio theory with factor investing, quantitative optimization, and third-party research, offering personalized financial planning and investment management through a consultative, modular approach.

Cheryl Krueger is a CFP® with 19 years of experience in financial advising. She is currently with Vantage Point Financial, LLC, a team-based firm, where she has worked since 2026. Her prior experience includes leadership roles at Growing Fortunes Financial Partners and CGN Advisors, LLC. She serves as Managing Member of Growing Fortunes Financial Partners LLC, which provides administrative support for her activities at CGN Advisors. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners offering investment management, financial planning, and wealth consulting. The firm employs a fiduciary, customized approach focused on long-term portfolio construction using low-cost mutual funds and ETFs, along with discretionary portfolio management and integrated planning advice.

Elliot Lauzen is a financial advisor at Grey Fox Wealth Advisors, LLC in Hinsdale, IL. He holds Series 65 and Series 63 licenses and has no prior industry experience as a financial advisor. Lauzen has worked at Flexpoint Ford, LLC since 2017 and Altaris Capital Partners, LLC from 2013 to 2016. In addition to his role at Grey Fox, he provides consulting and board member services related to Flexpoint Ford's investments in healthcare-focused companies. Grey Fox Wealth Advisors is a Delaware-registered advisory firm serving individuals, high-net-worth clients, small businesses, and retirement plans. The firm manages approximately $699 million in assets through customized portfolios that utilize low-cost mutual funds and ETFs, blending academic, fundamental, and technical analysis, with the ability to incorporate individual securities and alternatives.

Daniel Rohlfing is a CFP® and Series 66 license holder with 20 years of industry experience. He has worked at Wells Fargo Advisors from 2006 to 2017 and has been with Lantz Financial LLC since 2017, where he serves as part of a seven-advisor team. Prior to that, he spent four years at Private Client Services. Lantz Financial LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and retirement plans. The firm manages approximately $994 million in client assets, focusing on globally diversified portfolios based on modern portfolio theory and fundamental security analysis.

Steven Jacobson is a financial advisor with Chicago Investment Advisory Group, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. He has been with the firm since 2006. Outside of his advisory role, he is also a licensed fixed insurance agent. Chicago Investment Advisory Group provides discretionary portfolio management and pension consulting for individuals, high-net-worth clients, trusts, estates, corporations, and employer retirement plans. The firm employs diversified, asset-allocation driven strategies supported by fundamental, technical, and cyclical analysis, offering both long-term buy-and-hold and active trading approaches.

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.

Scott Brown is a financial advisor with RAI Wealth in Naperville, IL, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Securities America Advisors and National Planning Corporation. Outside of his advisory work, he serves as a councilman for the City of Wheaton and has participated on advisory councils and boards related to Christian mental healthcare and Wheaton College. RAI Wealth provides investment advice and financial planning to a diverse client base, including individuals, families, trusts, and retirement plans. The firm employs a combination of third-party model portfolios and in-house management, using modern portfolio theory and quantitative analysis to tailor strategies to client objectives and risk tolerances.

Daniel Kuczero is a financial advisor at T2 Asset Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with T2 Asset Management since 2015. T2 Asset Management provides investment management, wealth planning, and business advisory services to individuals, small businesses, and institutions. The firm manages approximately $165 million using proprietary, rules-based models that combine technical and fundamental analysis to guide asset allocation and risk management across multiple portfolio profiles.

Donald Robinson is a financial advisor with Vantage Point Financial, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at Northwestern Mutual and Thomas Canale. He has served as an ordained minister since 2017 and is vice president and a board member of Youth Outreach Services, Inc., a nonprofit serving youth and families in the Chicagoland area. Vantage Point Financial is a team of 16 advisors serving individuals, families, high-net-worth clients, and business owners with investment management, financial planning, and wealth consulting. The firm employs a fiduciary, customized approach focused on long-term portfolio construction using low-cost mutual funds and ETFs, while also incorporating alternative investments and tax planning through affiliated entities.

Henry Wong is a financial advisor at Juncture Wealth Strategies, LLC in Naperville, IL, with 10 years of industry experience. He holds the Series 66 designation and has worked with Juncture since 2021. His prior experience includes roles at Centaurus Financial, Inc. and Catalina Investments. Juncture Wealth Strategies serves individuals, trusts, estates, and pension or profit-sharing plans, offering investment advisory services, portfolio management, and standalone financial planning. The firm uses a combination of proprietary strategies, model portfolios, and actively incorporates derivatives and hedging techniques in separately managed accounts.

Paul Novak is a financial advisor with T2 Asset Management, LLC in Naperville, IL, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has been with T2 Asset Management since 2015. Novak serves as a board member of The Alive Center, a nonprofit organization, since 2021. T2 Asset Management provides investment management, wealth planning, and business advisory services to individuals, small businesses, and institutions, managing approximately $165 million in discretionary assets. The firm uses proprietary, rules-based models combining technical and fundamental analysis to manage asset allocation and downside risk across multiple portfolio profiles.

Dana Anderson is a CFP® professional with five years of experience at DHJJ Financial Advisors. Prior to joining DHJJ, Dana held roles at Ernst & Young, United Parcel Service, and worked in various positions while attending North Central College. DHJJ Financial Advisors is an SEC-registered firm managing approximately $543.5 million and serving both individual and high-net-worth clients. The firm provides portfolio management, financial planning, and retirement plan services, and offers access to tax preparation and accounting through an affiliated CPA firm.

James Viktora is a financial advisor with Strategic Investment Solutions, Inc. in Orland Park, IL, holding Series 65, 63, and 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Paychex. He is also involved with PayEntry, a business outside of his advisory work. Strategic Investment Solutions, Inc. provides discretionary investment supervisory services and model portfolio management to a diverse client base, including individual investors, high-net-worth clients, and pension plans. The firm emphasizes asset allocation and a passive, long-term buy-and-hold investment approach implemented through proprietary model portfolios and institutional funds.

Joseph Dawczak is a financial advisor at Chicago Investment Advisory Group with 14 years of industry experience. He holds a Series 66 designation and has been with the firm since 2011. Outside of advising, he is a general partner in a real estate partnership where he handles bookkeeping and shares in profits and losses. Chicago Investment Advisory Group provides discretionary portfolio management and pension consulting to individuals, high-net-worth investors, trusts, estates, corporations, and employer retirement plans. The firm employs diversified, asset-allocation driven strategies using fundamental, technical, and cyclical analysis, and offers financial consulting and independent research while coordinating with clients’ outside professionals.