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.

Richard Gartelmann is a CFP® with 28 years of experience in the financial services industry. He is affiliated with River Street Advisors, LLC and Old Second National Bank, where he has worked since 2011. Gartelmann holds Series 63 and Series 65 licenses and serves as Senior Vice President managing client relationships for trust accounts at Old Second Wealth Management. River Street Advisors, LLC is an independent asset management and financial planning firm serving individual, institutional, and charitable clients. The firm employs a disciplined investment process incorporating written policy statements, quantitative and fundamental analysis, and may use derivatives and option strategies as part of its portfolio management.

Joseph Contorno is a financial advisor at T2 Asset Management, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at T2 Asset Management since 2017. His prior experience includes roles at The Strategic Coach and Jurs Montgomery. T2 Asset Management provides investment management, wealth planning, and business advisory services to individuals, small businesses, and institutions. The firm manages approximately $165 million on a discretionary basis using proprietary, rules-based models that combine technical and fundamental analysis to guide asset allocation and risk management across multiple portfolio profiles.

Nicole Smit is a financial advisor at Providence Wealth Advisors, LLC with 12 years of industry experience. She holds a Series 65 designation and has been with Providence Wealth Advisors since 2013. The firm is an SEC-registered investment adviser that provides portfolio management, financial planning, and estate-planning advice to individuals, trusts, retirement plans, and government entities. Providence Wealth Advisors serves a range of clients including high-net-worth individuals and employs asset-allocation models based on modern portfolio theory to construct diversified portfolios.

Colin Kelly is a financial advisor with Strategic Investment Solutions, Inc. in Orland Park, IL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2018 and was previously affiliated with LPL Financial Corporation. Strategic Investment Solutions is an SEC-registered multi-advisor firm offering discretionary portfolio management and model-portfolio services to individuals, pension plans, trusts, and estates. The firm employs a hybrid passive investment approach based on asset allocation and the Efficient Markets framework, utilizing institutional asset-class funds and maintaining a long-term, buy-and-hold strategy.

Thomas Fitzgerald is a financial advisor with Managed Asset Portfolios, LLC, holding a Series 65 designation and 20 years of industry experience. He has been with Managed Asset Portfolios since 2009. Managed Asset Portfolios provides discretionary and non-discretionary investment advisory services to individuals, pension and profit-sharing plans, government plans, trusts, estates, registered and private investment companies, and offshore funds. The firm’s investment approach is based on fundamental, value-oriented equity analysis and detailed fixed-income research, with portfolio construction across multi-cap and global strategies.

Michael Pauritsch is a financial advisor with MPS-LORIA Financial Planners, LLC, holding Series 63 and Series 65 licenses and having 40 years of industry experience. He has been with MPS-LORIA and its predecessor, Loria Financial Group, since 1999. He is also an independent licensed insurance agent specializing in life insurance. MPS-LORIA Financial Planners, LLC serves a diverse client base including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm provides investment advisory services, financial planning, and pension consulting, utilizing a predominantly discretionary, open-architecture investment approach focused on diversified allocations through no-load mutual funds and ETFs.

Carl Christiansen is a financial advisor at IntentGen Financial Partners with one year of industry experience. He holds a Series 66 designation and has worked previously with Thrivent Advisor Network, LLC and Thrivent Investment Management Inc. Outside of his advisory roles, he has held positions at Cress Creek Country Club and Illinois Wesleyan University. IntentGen Financial Partners provides asset management, financial planning, and retirement plan consulting to individuals, trusts, pension and profit-sharing plans, and corporate clients. The firm employs a multi-advisor team approach and uses a range of investment methods to construct diversified portfolios tailored to client needs.

Hally Dunn is a financial advisor at 4 Wealth Advisors, Inc. with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments for 10 years prior to her current role. Outside of advisory services, she is involved with 4Wealth Insurance Group, helping clients with life, disability, and long-term care insurance. 4 Wealth Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm offers customized portfolio management and employs a range of analytical methods, with affiliations that create integrated service pathways uncommon among peers.

Ayman Saidi is a financial advisor at Strategic Investment Solutions, Inc. with 11 years of industry experience. He holds a Series 65 designation and has worked at Purshe Kaplan Sterling Investments and LPL Financial. Saidi has been with Strategic Investment Solutions since 2012. Strategic Investment Solutions is a multi-advisor firm offering discretionary portfolio management and model-portfolio services to individuals, including high-net-worth clients, as well as pension plans, trusts, and estates. The firm uses a hybrid passive investment approach based on asset allocation and the Efficient Markets framework, employing institutional funds from Dimensional Fund Advisors and managing portfolios with a long-term, buy-and-hold strategy.

Priyadarshan Pradhan is a Series 66-licensed financial advisor with Unique Wealth Strategies in Burr Ridge, Illinois, bringing four years of industry experience. His prior roles include positions at Kingswood Capital Partners and several other financial firms since 2018. Unique Wealth Strategies serves individuals, small businesses, trusts, estates, and charitable clients with asset management, financial planning, and retirement plan services. The firm sponsors its own wrap-fee program and employs a range of investment approaches, including the use of derivatives and leverage, while also facilitating access to alternative managers.

Jeremy Reiland is a financial advisor at Vantage Point Financial, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prosperity Capital Advisors and The Chamberlin Group. Outside of his advisory role, he is a licensed insurance agent with Reiland Financial Group, offering life and health insurance products and Medicare planning. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners by providing investment management, financial planning, and wealth consulting. The firm employs a fiduciary, customized approach focused on long-term portfolio construction using low-cost funds and ETFs, with flexibility to include alternative investments and tax-sensitive strategies.

Michael Walschot is a financial advisor with Total Clarity Wealth Management, Inc. in Naperville, IL, holding a Series 66 designation and having 14 years of industry experience. His career includes roles at LPL Financial and CETERA Advisor Networks, and he served as an adjunct accounting instructor from 2004 to 2018. Outside of advising, he is involved in tax preparation and accounting through American Capital Tax Preparation and Accounting. 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, and specialized services using a range of investment strategies and products tailored to client needs.

Douglas Stepansky is a CFP® professional with 26 years of industry experience, currently serving as an Associate Advisor at Strategic Investment Solutions, Inc. He has worked at Strategic Investment Solutions since 2010 and at Purshe Kaplan Sterling Investments since 2018. He also serves as a board member of the Orland Park Police Pension Board, providing oversight of investment and administration for the pension funds. Strategic Investment Solutions is an SEC-registered multi-advisor firm offering discretionary portfolio management and model-portfolio services to individuals, pension and profit-sharing plans, trusts, and estates. The firm employs a hybrid passive investment approach based on asset allocation and the Efficient Markets framework, managing diversified portfolios primarily with Dimensional Fund Advisors’ institutional funds.

Michael Ilg is a financial advisor at Chicago Investment Advisory Group with five years of industry experience. He holds a Series 66 designation and has previously worked at UNest Securities and several other firms. Chicago Investment Advisory Group provides discretionary portfolio management and financial consulting to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm utilizes an asset-allocation framework combining fundamental, technical, charting, and cyclical analysis and employs both long-term and shorter-term trading strategies tailored to client objectives.

John Hillman is a CFP® and ChFC® with 41 years of experience in the financial industry. He has worked at Purshe Kaplan Sterling Investments and Fiduciary Financial Partners, LLC since 2012. Outside of his advisory role, he serves as a trustee managing investments for a family trust. Fiduciary Financial Partners serves individuals, including high-net-worth households, and employer-sponsored retirement plans by providing comprehensive wealth management, financial planning, and retirement plan advisory services. The firm employs a team-based approach, managing approximately $293 million in assets across five offices.

Vincent Cione is a financial advisor at T2 Asset Management, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Purshe Kaplan Sterling Investments and Wayne Hummer Investments. In addition to his advisory role, he is a licensed agent for fixed and traditional insurance products. T2 Asset Management provides investment management, wealth planning, and business advisory services to individuals, small businesses, and institutions. The firm uses proprietary, rules-based models combining technical and fundamental analysis to manage multi-asset portfolios and downside risk across several investment profiles.

Sean Prendergast is a financial advisor at MPS-LORIA Financial Planners, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, Charles Schwab, and Hightower. Outside of his advisory role, he serves as a high school football official for the Chicago Catholic League. MPS LORIA Financial Planners, LLC serves individual clients, including high-net-worth individuals, as well as corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm employs a predominantly discretionary, open-architecture investment approach focused on diversified allocations using no-load mutual funds and ETFs, supported by quantitative screening and research from Fiducient Advisors.

Corey Schmidt is a CFP® professional with 28 years of experience in the financial industry, currently serving at IntentGen Financial Partners in Naperville, IL. His career includes long tenures at Thrivent Financial and Purshe Kaplan Sterling Investments. Schmidt holds board positions at All Saints Catholic Academy and Luther College and serves on the board of directors and as Vice Chair of Grounds at Cress Creek Country Club. IntentGen Financial Partners is a multi-advisor team firm managing approximately $756 million, providing asset management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, pension and profit sharing plans, and corporate clients. The firm employs a diverse investment approach that integrates modern portfolio theory, fundamental and technical analysis, quantitative models, and manager research.

Patrick Morris is a CFA® charterholder with four years of industry experience, currently serving at IntentGen Financial Partners. He previously worked at Thrivent Advisor Network and Chicago Equity Partners, with a two-year sabbatical between roles. Outside of financial advising, he is involved in managing various real estate LLCs in Indiana. IntentGen Financial Partners operates as a multi-advisor team providing asset management, financial planning, and retirement plan consulting to individual and institutional clients. The firm employs a diversified investment approach that integrates portfolio theory, fundamental and technical analysis, and third-party manager research.