Kristina Tenney Gatto is a financial advisor at Total Clarity Wealth Management, Inc. in St. Charles, IL, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Total Clarity Wealth Management, she worked five years at School District 308 Oswego. Total Clarity Wealth Management serves individuals, trusts, estates, charitable organizations, corporate clients, and employer 401(k) plan sponsors by offering discretionary portfolio management, financial planning, and donor-advised fund support. The firm uses customized asset allocations and a range of investment strategies, including both passive and more active approaches.

Andrew Swierenga is a financial advisor at Timothy Financial Counsel, Inc. with three years of industry experience. He holds a Series 65 designation and has worked in various roles including positions at Wheaton College and Regions Bank. Outside of advising, he was involved with Trash Taxi of Georgia LLC. 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 managing client assets, focusing on diversified investment exposure through no-load mutual funds and ETFs and providing a structured multi-level planning menu.

Laura Chamness is a financial advisor with Leelyn Smith, LLC in Geneva, Illinois, holding a Series 66 designation and 16 years of industry experience. She previously worked at LPL Financial and Highpoint Planning Partners. Outside of her advisory role, she 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 model-based and individualized allocations across various asset classes and utilizes multiple third-party technology platforms and service providers to support portfolio management.

David Krist is a CFP® with 12 years of industry experience, currently serving as an advisor at Millington Financial Advisors, LLC since 2021. Prior to that, he worked for eight years at Vantage Financial Partners, Ltd. He holds a Series 65 license and is based in Naperville, IL. Millington Financial Advisors serves individual and high-net-worth clients, families, estates, corporations, trusts, and retirement plans by providing discretionary investment management alongside financial planning, pension consulting, and retirement-plan advisory services. The firm integrates tax planning and estate-planning facilitation into its offerings and conducts educational seminars on retirement, estate, and college planning.

Gregory Aagaard is a CFP® professional with 21 years of experience in financial advising. He is currently with RAI Wealth, where he serves as a Relationship Manager and Financial Advisor. His prior experience includes roles at Private Client Services, Securities America Advisors, Trust Company of Illinois, TC Wealth Partners, ELKHORN INVESTMENTS, and Guggenheim Investments. RAI Wealth provides investment advice and planning services to individuals, high-net-worth clients, families, trusts, estates, corporations, and small businesses. The firm employs risk-based proprietary model portfolios and applies modern portfolio theory along with quantitative and factor-based tools, often using third-party managers through the TownSquare platform.

Joseph Donavan is a financial advisor with Stenger Family Office, LLC in Naperville, IL. He holds a Series 65 designation and has one year of industry experience, including prior roles at U.S. Bank and Traffic & Parking Control Co. Stenger Family Office serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and other business entities, managing approximately $735 million. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, family office services, and pension consulting, using a tiered client segmentation and a combination of factor analysis, fundamental security analysis, and oversight by an investment committee.

Carter Millington is a financial advisor at Millington Financial Advisors, LLC in Naperville, IL. He holds a Series 65 designation and has one year of industry experience. Prior to his current role, he worked at Stadium Grill for three years. Millington Financial Advisors serves individual and high-net-worth clients, families, estates, corporations, trusts, and retirement plans by providing discretionary investment management alongside financial planning, pension consulting, and retirement-plan advisory services. The firm integrates tax planning and estate-planning facilitation into its offerings and uses a mix of equities, fixed income, mutual funds/ETFs, and alternative investments in its portfolio management.

Kelly Mc Shane is a financial advisor at Chicory Wealth in Naperville, IL, holding a Series 65 designation. Mc Shane has been with Chicory Wealth since 2026 and has 13 years of experience operating Kamm Creative LLC, an entrepreneurial venture outside the financial advisory industry. Chicory Wealth provides financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm also offers tax preparation, estate planning assistance, business consulting, and model portfolio services to other registered investment advisers, employing a process that integrates fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics to construct diversified, long-term portfolios.

Jaxon Bennett is a financial advisor at Timothy Financial Counsel, Inc. with a Series 65 designation and under one year of industry experience. His prior roles include various positions at Wheaton College and local financial institutions. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm provides project-based advice on a range of financial topics and emphasizes diversified investment exposure through no-load mutual funds and ETFs, asset allocation, and periodic rebalancing.

Tyler Jones is a CFA® charterholder with two years of industry experience. He currently serves as an advisor at RAI Wealth and previously worked at First Trust Portfolios and Wheaton College. RAI Wealth provides investment advice and financial planning to a diverse client base, including individuals, families, trusts, corporations, and retirement plans. The firm uses a combination of third-party model portfolios and in-house management, employing modern portfolio theory and quantitative analysis to tailor client strategies.

Michael Mathey is a financial advisor at IntentGen Financial Partners in Naperville, IL, with four years of industry experience. He holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments, Thrivent Investment Management, and the Thrivent Advisor Network. Mathey has experience assisting clients with financial plan maintenance and meeting preparation through his role as a Senior Planning Coordinator at Thrivent Advisor Network. IntentGen Financial Partners serves individuals, trusts, pension and profit sharing plans, and corporate clients, offering asset management, comprehensive financial planning, and retirement plan consulting. The firm employs a multi-advisor team approach and uses a variety of investment methods, including modern portfolio theory and third-party manager research, to construct diversified portfolios tailored to client needs.

Sharon Adams is a financial advisor at B.B. Graham & Company, Inc. with 43 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Crown Capital Securities, Lp and L.M. Kohn & Company. Outside of her advisory role, she owns and operates Fox Valley Financial Planning Inc. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm manages approximately $322 million and offers a range of services including asset management, financial planning, retirement plan consulting, and access to third-party portfolio programs.

David Hogaboom is a financial advisor with Total Clarity Wealth Management, Inc. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. His prior roles include positions at LPL Financial, Capital Point Financial Group, and Guidant Wealth Advisors. Outside of advisory work, he is involved with Insightful Wealth Planning LLC, a non-investment-related business entity. 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 offers discretionary portfolio management using a range of investment vehicles and employs both model portfolios and separately managed accounts, with a focus on tailored asset allocation and regular account monitoring.

Daniel O'Halloran is a financial advisor with Asset Strategies, Inc. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. His background includes roles at American Trust Investment Services Advisory, Inc., American Trust Investment Services, Inc., and Chicago Capital Management Advisors, LLC. Outside of his advisory work, he is involved with the Upward Foundation, a nonprofit organization. Asset Strategies, Inc. provides discretionary portfolio management and standalone financial planning to individual and charitable clients. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to manage assets across equities, fixed income, mutual funds, and ETFs.

Hoan Taussig is a CFP® professional at Timothy Financial Counsel, Inc. with 14 years of industry experience. He has been with the firm since 2007. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm provides project-based advice on income management, retirement planning, tax strategies, and other areas, using a time-based billing model without custodial or discretionary authority, and generally recommends diversified no-load mutual funds and ETFs.

Ryan Decker is a CFP® with one year of experience at Vantage Point Financial, LLC. Prior to joining Vantage Point, he worked at PriceWaterHouseCoopers for five years and has been affiliated with North Central College since 2017. He is the founder of two non-investment-related businesses: Wealthency LLC, which provides financial education, and CentArbitrage LLC, focused on sports information. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners with investment management, financial planning, and wealth consulting services. The firm employs a fiduciary, customized approach emphasizing long-term portfolio construction using low-cost mutual funds and ETFs, while also offering discretionary portfolio management and integrated planning advice.

Kenneth Tomko is a CFA® charterholder with 16 years of industry experience. He is a member of the team at T2 Asset Management, LLC, where he has worked since 2013, following five years at Asbury Investment Management LLC. Tomko holds the Series 66 registration. T2 Asset Management, LLC provides investment management, wealth planning, and business advisory services to individuals, small businesses, and institutions. The firm manages approximately $165 million in discretionary assets using proprietary, rules-based models that combine technical and fundamental analysis to guide asset allocation and risk management across multiple portfolio profiles.

Mark Brown is a CFP® professional with 39 years of experience in financial advising. He is the founder of M. Brown Financial Advisors in Naperville, IL, and has held positions at Ausdal Financial Partners, LPL Financial, Wells Fargo Advisors, and Herbst Financial Advisors. Outside of advising, he serves as Vice President of the Naper Courtyards Condo Association. M. Brown Financial Advisors primarily serves as a sub-advisor to Ausdal Financial Partners and other registered investment advisers, providing discretionary portfolio management, customized accounts, and retirement plan consulting. The firm combines active tactical allocation with diversified model portfolios and includes commission-based brokerage and insurance products alongside sub-advisory services.

Christopher Dieckow is a CFA® charterholder with 17 years of experience in the financial services industry. He is currently a financial advisor at Leelyn Smith, LLC, where he has worked since 2021. Prior to this, he held positions at Schwab Private Client Investment Advisory, Inc. and Charles Schwab and Co. Inc. 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, utilizes multiple third-party technology platforms, and offers access to structured notes and held-away account management as part of its comprehensive advisory services.

Martin Beck is a CFP® with 40 years of industry experience. He is currently with Apollon Financial, LLC and was previously associated with LPL Financial LLC for 19 years. Beck is based in Naperville, IL. Apollon Financial, LLC is an SEC-registered advisory firm serving 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, offering financial planning, portfolio management, retirement-plan advisory, and access to private and alternative investments, utilizing a combination of centrally managed models and advisor-led portfolios enhanced by technology and generative AI tools.