Kristin Crowley is a financial advisor at Lantz Financial LLC in Naperville, IL, holding a Series 65 designation with three years of industry experience. She has been with Lantz Financial since 2019. Lantz Financial LLC provides portfolio management, financial planning, and retirement-plan services to individuals, families, businesses, and retirement plans. The firm manages approximately $846 million in client assets and employs an investment approach based on modern portfolio theory, focusing on global diversification primarily through mutual funds and exchange-traded funds.

Christopher Vivian is a financial advisor at Total Clarity Wealth Management, Inc. with 14 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and Cetera Advisor Networks LLC. Vivian also maintains a financial services business entity for tax and investment purposes. Total Clarity Wealth Management is a multi-advisor firm serving individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary portfolio management, financial and retirement planning, 401(k) advisory, and donor-advised fund services, utilizing a range of investment strategies including model portfolios and third-party separately managed accounts.

Anne Marie Woodrich is a financial advisor at Total Clarity Wealth Management, Inc with six years of industry experience. She holds the Series 66 designation and has worked at firms including LPL Financial, CETERA Advisor Networks LLC, Pesch Law Office, P.C., and Wall Street Financial Advisors, Inc. Woodrich also provides administrative support to Total Clarity Wealth Management. Total Clarity Wealth Management is a multi-advisor firm serving individuals, trusts, estates, charitable organizations, corporations, and 401(k) plan sponsors. The firm offers comprehensive financial planning and discretionary portfolio management through various programs, customizing asset allocations and employing a range of investment strategies.

Madeline Griffith is a financial advisor at Lantz Financial LLC in Naperville, IL, holding a Series 65 designation with two years of industry experience. She has been with Lantz Financial since 2017. Lantz Financial provides portfolio management, investment advisory, financial planning, and retirement-plan services to individuals, families, businesses, and retirement plans. The firm manages approximately $846 million in assets and employs a globally diversified investment approach primarily using mutual funds and ETFs, tailored to client goals and risk tolerance.

Nicholas Stenger is a Series 66-licensed financial advisor with nine years of industry experience. He is currently part of Stenger Family Office, LLC, where he has worked since 2023, following six years at Morgan Stanley. In addition to his advisory work, he is a co-founder of Stenger Tax Advisory LLC, a certified public accounting firm. Stenger Family Office manages approximately $735 million for individuals, trusts, estates, pension plans, charitable organizations, and corporations. The firm offers a range of services including financial planning, portfolio management, wealth and family office services, and pension consulting, employing a disciplined investment process overseen by an investment committee.

Haili Cochran is a financial advisor at Timothy Financial Counsel, Inc. with one year of industry experience. She holds a Series 65 designation and has worked at Timothy Financial Counsel since 2024, following roles at First Trust and Centric Bank. Her background includes diverse work experience spanning education and retail. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm offers project-based advice focused on comprehensive financial planning topics and favors diversified, no-load mutual funds and ETFs with an emphasis on asset allocation and rebalancing.

Katie Macek is a CFP® professional with nine years of industry experience, currently serving at Timothy Financial Counsel, Inc. She previously worked at Mac-Ord Management Group for seven years and has experience outside finance, including operating Arbica Cafe. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm that provides project-based advice and individual consultations for a range of clients, including individuals, families, businesses, and charities. The firm emphasizes a time-based billing model and offers guidance focused on diversified mutual funds and ETFs, with a primary focus on advisory and implementation coaching rather than ongoing portfolio management.

Kristina Tenney Gatto is a financial advisor at Total Clarity Wealth Management, Inc with three years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Total Clarity Wealth Management, she worked in education at School District 308 Oswego for five years. Total Clarity Wealth Management is a multi-advisor firm that serves individuals, trusts, estates, charitable organizations, corporations, and employer 401(k) plan sponsors. The firm provides comprehensive financial planning and discretionary portfolio management using a variety of investment vehicles and programs tailored to client needs.

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, IL, holding a Series 66 designation and 16 years of industry experience. She has worked at LPL Financial and Highpoint Planning Partners before joining Leelyn Smith, LLC, where she has been since 2017. Chamness is also 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 platforms and tools to support client portfolios.

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 Certified Financial Planner (CFP®) and holds a Series 66 license with 20 years of industry experience. He is a financial advisor and relationship manager at RAI Wealth in Naperville, IL, having previously worked at Private Client Services, Securities America Advisors, Trust Company of Illinois, and TC Wealth Partners. RAI Wealth serves individuals, high-net-worth clients, families, trusts, estates, corporations, and small businesses, offering tailored investment advice, financial planning, tax services, and retirement plan advisory. The firm uses risk-based proprietary model portfolios and employs modern portfolio theory alongside quantitative tools, with implementation supported by third-party managers on the TownSquare platform.

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 at Total Clarity Wealth Management, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including LPL Financial, Capital Point Financial Group, and Guidant Wealth Advisors. Hogaboom is also involved with Insightful Wealth Planning LLC, a business entity established for tax and investment purposes. Total Clarity Wealth Management is a multi-advisor firm serving individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and employer retirement plans. The firm offers services such as discretionary portfolio management, financial and retirement planning, and 401(k) plan advisory, utilizing a mix of model portfolios, third-party managed accounts, and in-house strategies including an actively traded program for qualified investors.

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.