Shawn Cook is a financial advisor with USAdvisors Wealth Management, LLC, holding a Series 66 license and bringing 12 years of industry experience. He has worked at multiple firms including Securities America, Inc. and Questar Asset Management. Outside of advisory work, he has served as past president and board member of the Park Ridge Chamber of Commerce and owns businesses in insurance and consulting. USAdvisors Wealth Management, LLC offers discretionary portfolio management and financial planning to individuals, trusts, charitable organizations, and businesses. The firm utilizes a combination of fundamental analysis, asset allocation, and model portfolios developed with third-party providers, managing accounts on a discretionary basis with regular suitability reviews.

Brent Fields is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Total Clarity Wealth Management, Inc. in St. Charles, IL. He has worked at Total Clarity since 2007 and was previously with Cetera Wealth Services and LPL Financial. Total Clarity Wealth Management provides wealth management and financial planning services to individuals, trusts, estates, charitable organizations, corporate clients, and 401(k) plan sponsors. The firm employs customized asset allocations and discretionary portfolio management using a range of investment vehicles, offering both traditional and more active strategies, and operates nine offices with affiliated professionals in legal, real estate, and accounting fields.

Lydia Newby is a CFP® with eight years of industry experience currently serving at Timothy Financial Counsel, Inc. She has been with the firm since 2017 and previously worked at Marsh USA Inc. from 2012 to 2017. 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 through a structured planning menu and prefers diversified investments such as no-load mutual funds and ETFs, operating without discretionary authority over client assets.

Robert Lyman Jr. is a financial advisor with Sequoia Wealth Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience and has worked at firms including LPL Financial, Associated Planners Investment Advisory Inc., Associated Securities Corp., and Signator Investors, Inc. Outside of his advisory work, he serves on the board of directors for Friends of Shalom for Uganda, a community and charitable organization. Sequoia Wealth Management advises individuals, trusts, corporations, and employer retirement plans, offering asset management, financial planning, and retirement consulting. The firm uses a combination of quantitative optimization, technical analysis, and option strategies, providing both discretionary and non-discretionary portfolio management along with access to third-party managers and LPL Financial-sponsored programs.

John La Spisa is a CFP® at Vermillion Financial Advisors, Inc. with two years of industry experience. His background includes multiple roles at the University of Illinois Urbana-Champaign and Vermillion Financial Advisors. Vermillion Financial Advisors serves individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations, providing financial planning and investment advisory services. The firm emphasizes structured communications and education through a range of planning disciplines, model and customized portfolios, and participant education tied to plan assets.

Kathleen Panek Rickerson is a financial advisor with Total Clarity Wealth Management, Inc., holding a Series 66 designation and six years of industry experience. She has worked at LPL Financial since 2018 and runs BabySnApps, an entrepreneurial venture active since 2013. Total Clarity Wealth Management provides wealth management and financial planning services to individuals, trusts, estates, charitable organizations, corporate clients, and employer 401(k) plan sponsors. The firm employs a customized investment approach, managing accounts primarily on a discretionary basis using a range of investment vehicles including mutual funds, ETFs, stocks, bonds, and alternative investments.

Terrence Cicero is a CFP® credentialed financial advisor with 18 years of industry experience. He has been with DHJJ Financial Advisors and DigioVine, Hnilo, Jordan & Johnson, Ltd. since 2007. DHJJ Financial Advisors is an SEC-registered firm managing approximately $543.5 million across eight advisors, serving both individual and high-net-worth clients with portfolio management, financial planning, and retirement plan services. The firm offers integrated tax preparation and accounting services through an affiliated CPA firm and typically manages accounts on a discretionary basis using a range of investment vehicles.

Francis Gutrich is a financial advisor at Apollon Financial, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial, Highpoint Advisor Group, and J.P. Morgan Securities. Gutrich also provides investment advisory services through Apollon Financial, an independent registered investment advisory firm. Apollon Financial serves individuals, high-net-worth clients, families, family offices, trusts, estates, businesses, and retirement plans. The firm manages approximately $1.45 billion through a team of 16 advisors and offers financial planning, portfolio management, retirement-plan advisory, and access to private and alternative investments using a blend of centrally managed models and advisor-led portfolios.

John Davis is a financial advisor with Chicago Investment Advisory Council, Inc., holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been affiliated with both Chicago Investment Advisory Council and J.W. Cole Financial, Inc. since the late 1990s and early 2000s, respectively. Outside of his advisory work, he serves as a board member of the Sunset Harbour Yacht Club and is a racecar driving instructor at Blackhawk Farms Raceway. Chicago Investment Advisory Council, Inc. serves retail clients, including both non‑high-net-worth and high-net-worth individuals, providing portfolio management, financial planning, and educational workshops through a team of five advisors. The firm employs proprietary model portfolios with discretionary trading authority and manages approximately 1,100 client relationships.

Ronny Mark is a financial advisor with Chicago Investment Advisory Council, Inc., holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Uhlmann Price Securities since 2013 and previously spent five years with Perpetual Wealth Capital Management, LLC. Outside of his advisory role, Ronny is president of Price Futures Group, where he oversees all hedging activities. Chicago Investment Advisory Council, Inc. serves retail and high-net-worth clients with portfolio management, financial planning, and educational workshops, using proprietary model portfolios across a range of risk profiles. The firm operates with discretionary trading authority and maintains a high client-to-advisor ratio through a standardized yet personalized service approach.

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.

Arthur Freedman is a Series 65-licensed advisor with Essex LLC, based in Deer Park, IL, and has 24 years of industry experience. He has worked at Essex LLC since 2000. Essex LLC is a registered investment adviser serving individuals, trusts, retirement plans, and charitable organizations. The firm uses a multi-member investment policy committee to construct and monitor portfolios using fundamental, technical, and sector analysis across various asset classes.

Makinzie Stack is a financial advisor at Leelyn Smith, LLC in Geneva, Illinois, with eight years of industry experience. She holds a Series 66 designation and has worked previously at LPL Financial. Outside of her advisory role, Stack serves as a notary public. 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 both model-based and individualized portfolio allocations, using various technology platforms and investment strategies, including structured notes and third-party managers, to support client needs.

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.

Scott Sandee is a CFP® certificant with 21 years of industry experience. He is currently with Vertex Partners and has previously worked at Oxford Financial Group, Capital Group Private Client Services, Capital Bank & Trust Company, and BNY Mellon. Vertex Partners serves individuals, trusts, estates, retirement plans, and charitable and corporate entities through financial planning, investment and wealth management, consulting, and retirement plan consulting. The firm employs a combination of active and passive investment strategies, emphasizing asset allocation, diversification, and behavioral finance.

Sean Hendricks is a financial advisor at Hendricks Wealth and Estate Management with nine years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Hero Investment Planners LLC. In addition to his advisory role, Mr. Hendricks is a licensed attorney in Illinois and provides legal services through Hendricks Law Office under a separate agreement. Hendricks Wealth and Estate Management serves individuals, trusts, retirement plans, and business entities, managing approximately $536 million in client assets. The firm offers comprehensive portfolio management and financial planning, emphasizing discretionary asset management with multi-asset allocation and a combination of fundamental, technical, and cyclical investment analysis.

Anthony Falco II is a financial advisor with Monere Wealth Management, Inc. in Schaumburg, IL, holding Series 63 and Series 66 credentials and having 31 years of industry experience. He has been with Monere Investments, Inc. since 2015. Outside of his advisory role, he serves as a church secretary and is president of the Parent Advisory Board for Schaumburg Christian School, both on a volunteer basis. Monere Wealth Management is a team-based firm managing approximately $312 million in client assets, serving individual and high-net-worth clients, pension plans, charities, and business accounts. The firm offers financial planning, portfolio management, pension consulting, and uses a mix of discretionary and non-discretionary approaches, employing third-party managers and quantitative tools as part of its portfolio construction.

Trey Roach is a financial advisor at The Dala Group, LLC with a Series 65 designation and two years of industry experience. Prior to joining The Dala Group, he worked at Kapco Futures and has experience in education and the winery industry. The Dala Group, LLC offers portfolio management, comprehensive financial planning, and limited financial consulting to individuals—including high-net-worth clients—and business entities. The firm employs multi-disciplinary analysis and asset-allocation strategies to manage portfolios consisting of stocks, bonds, ETFs, and mutual funds, serving both discretionary and non-discretionary mandates.

Peyton Brousseau is a financial advisor at The Dala Group, LLC with a Series 65 designation and one year of industry experience. Prior to joining The Dala Group, Peyton held positions at Calisi Financial and the City of Tempe, and completed a four-year tenure at Arizona State University. The Dala Group serves individual and high-net-worth clients with portfolio management and financial consulting, including retirement, estate, tax, and charitable planning. The firm employs a combination of fundamental, quantitative, and qualitative analysis to develop diversified asset-allocation strategies across various investment vehicles.