Ronny Mark is a financial advisor with Chicago Investment Advisory Council, Inc., holding Series 63 and 65 licenses and bringing 13 years of industry experience. He has worked at Uhlmann Price Securities since 2013 and previously at Perpetual Wealth Capital Management, LLC. Outside of his advisory role, he serves as president of Price Futures Group, overseeing all hedging activities. Chicago Investment Advisory Council, Inc. provides portfolio management, financial planning, and educational workshops for retail and high-net-worth clients using proprietary model portfolios and a primarily discretionary trading approach. The firm supports approximately 1,100 client relationships through a five-advisor team.

Sean Poquette is a financial advisor with Leelyn Smith, LLC, holding a Series 66 designation and having two years of industry experience. He previously worked at The State Bank of Geneva for six years before joining Leelyn Smith and LPL Financial. Poquette is a licensed notary in Illinois. Leelyn Smith, LLC provides discretionary and non-discretionary investment advisory services to individuals, pension and profit-sharing plans, business entities, and trusts. The firm employs model-based and individualized allocations across a range of investment vehicles and utilizes multiple third-party platforms and technologies to support client portfolio management.

Vicente Ereneta is a financial advisor at Timothy Financial Counsel, Inc. with two years of industry experience. He holds a Series 65 designation and has previously worked at Allgood Financial - LPL Financial and Legacy Wealth Advisors - Raymond James. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm that serves individuals, families, businesses, trusts, charities, and retirement plans. The firm emphasizes advisory and implementation coaching without custody of client funds, focusing on diversified investment exposure through no-load mutual funds and ETFs with a time-based billing model.

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.

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.

Makinzie Stack is a financial advisor with Leelyn Smith, LLC, holding a Series 66 designation and eight years of industry experience. She has worked at LPL Financial LLC since 2017 and has been with Leelyn Smith, LLC since 2013. Outside of her advisory role, she serves as a notary public. Leelyn Smith, LLC serves individual clients, pension and profit-sharing plans, corporations, business entities, and trusts by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diverse investment approach that includes in-house management, separate managers, and model portfolios, supplemented by multiple technology and service providers.

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.

Suzanne Lockwoodfisher is a financial advisor at DHJJ Financial Advisors with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Cetera Advisor Networks, and Total Clarity Wealth Management. Since 2020, she has been with DHJJ Financial Advisors, a team of eight advisors based in St. Charles, IL. DHJJ Financial Advisors manages approximately $543.5 million for individual and high-net-worth clients, offering portfolio management, financial planning, and retirement plan services. The firm employs client-specific investment policies and manages accounts primarily on a discretionary basis, with a notable affiliation to a Certified Public Accounting firm that provides tax and accounting services under separate agreements.

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.

Karmen Ritt is a CFP® with 10 years of industry experience, currently serving at Leelyn Smith, LLC. Prior to joining the firm, she worked at J.P. Morgan and JPMorgan Chase Bank, N.A. her combined 11 years. Leelyn Smith, LLC offers discretionary and non-discretionary investment advisory services to individuals, pension and profit-sharing plans, business entities, and trusts. The firm utilizes model-based and individualized allocations across various asset classes and employs third-party technology platforms and structured note strategies as part of its investment approach.

Cassandra Duehring is a financial advisor with Timothy Financial Counsel, Inc., holding a Series 65 designation and beginning her industry career in 2025. Prior to joining the firm, she held various roles including positions at Wells Vehicle Electronics and involvement with Wheaton College Arena Theater and Wheaton College. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm emphasizes diversified exposure through no-load mutual funds and ETFs, focuses on asset allocation and periodic rebalancing, and operates without discretionary authority or custody of client funds.

Shea Brown is a financial advisor at Vantage Point Financial, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience in education and hospitality, including roles at Northern Illinois University and R House Martini Bar. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners, offering investment management, financial planning, and wealth consulting services. The firm employs a fiduciary, customized approach focused on long-term portfolio construction using low-cost mutual funds and ETFs, while also incorporating a range of other investment options and integrated planning advice.

Kevin Prendergast is a financial advisor with Leelyn Smith, LLC, holding the CFP® and CFA® designations and over 17 years of industry experience. He previously worked at LPL Financial, ValMark Securities, and Executive Financial Group. Prendergast also works as a ghost writer for Wentworth Financial Communications. Leelyn Smith, LLC provides discretionary and non-discretionary investment advisory services to individuals, pension and profit-sharing plans, business entities, and trusts, offering financial planning and standalone consulting. The firm manages assets through a combination of mutual funds, ETFs, individual equities, fixed income, and allocations to separately managed accounts or private investment funds, utilizing both model-based and individualized strategies.

Dawn Slawson is a financial advisor at Fiduciary Financial Partners, LLC in Naperville, IL, holding a Series 66 designation with 24 years of industry experience. She has been with Fiduciary Financial Partners since 2012. In addition to her advisory role, she holds life and health insurance licenses. Fiduciary Financial Partners offers 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 and uses financial planning software to develop customized investment policy statements.

Nicholas Economos is a financial advisor at Fiduciary Financial Partners, LLC in Naperville, IL, with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fiduciary Financial Partners since 2012. Outside of his advisory role, he serves as president of the DuPage Legal Assistance Foundation and treasurer of Female Strong, both nonprofit organizations. Fiduciary Financial Partners provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, and employer-sponsored plans. The firm employs a combination of fundamental and quantitative investment methods and manages approximately $248 million in client assets through a five-advisor team.

Ryan Lafler is a Wealth Advisor at USAdvisors Wealth Management, LLC with credentials including the Series 66 designation. He has been in the financial advisory industry since 2025. Prior to entering the advisory field, he worked for nearly a decade in retail at The Golf Warehouse/Baseball Savings and was involved with Champro Sports. Outside of his advisory role, he provides business consulting focused on operations, leadership training, and profitability optimization through Advocate Consulting LLC. USAdvisors Wealth Management, LLC is an SEC-registered multi-advisor firm with 14 investment professionals managing approximately $488 million in discretionary client assets. The firm serves individuals, trusts, charitable organizations, and businesses, offering advisor-directed portfolio management, model-portfolio strategies, financial planning, and business succession and estate planning services. USAdvisors combines asset-allocation model portfolios with fundamental security selection and both long- and short-term strategies, sourcing solutions from multiple institutional providers.

Nicholas Reiland is a CFP® and ChFC® with 25 years of industry experience, currently serving as an advisor at Vantage Point Financial, LLC since 2019. Prior to this, he worked at Spc and Sigma Financial Corporation. He is co-author of the book *Elevate Your Retirement: The Path to Financial Clarity and Confidence* and is involved in managing operations and strategic planning for firms affiliated with Vantage Point. 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 while incorporating alternative investments as appropriate.