Scott Graziano is an advisor at Chicago Investment Advisory Council, Inc. with a Series 65 credential and one year of industry experience. His work history includes roles at J.W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. prior to joining his current firm. Chicago Investment Advisory Council serves both individual and high-net-worth retail investors, offering portfolio management, financial planning, and educational workshops through a five-advisor team. The firm utilizes proprietary model portfolios and typically manages accounts with discretionary trading authority.

Steven Bartz is a Series 65 licensed financial advisor with 28 years of industry experience. He has been with Graybill, Bartz & Associates, Ltd. since 1996. Graybill Wealth Management, Ltd. provides discretionary investment supervisory services to individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and trust accounts. The firm employs a fundamental, research-driven growth investing approach focused on companies with strong balance sheets and sustainable earnings, while balancing equity exposure with intermediate-term, high-grade fixed income and income vehicles.

Ashley Armenta is a financial advisor at E. A. Horwitz LLC with 14 years of industry experience. She holds the Series 66 designation and previously worked at Western International Securities, Inc. for 10 years. Armenta has been with E. A. Horwitz LLC since 2013. E. A. Horwitz LLC provides portfolio management and comprehensive financial planning primarily for individual clients, employing a generally conservative, principal-preservation investment approach tailored to individual needs. The firm integrates options and fixed-income trading to manage risk and generate income while coordinating with other professionals and maintaining formal training and supervision for its advisors.

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.

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.

Lavonte Jones is a financial advisor at SGL Financial, LLC with four years of industry experience. He holds Series 63 and Series 65 credentials and has prior experience at J.P. Morgan Securities and Northwestern Mutual. SGL Financial, LLC serves financially established individuals, high-net-worth clients, small businesses, and certain retirement and profit-sharing plans, providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm emphasizes broad diversification and long-term asset allocation, typically implementing portfolios through third-party money managers and sub-advisers.

Patrick Gierke is a financial advisor with Acrylic Financial, Inc. in Crystal Lake, IL, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Acrylic Financial since 2019 and previously at Brooklight Place Securities, Inc. and The Leaders Group Inc. Outside of his advisory role, Gierke owns Revolutionary Financial, a fixed insurance sales business. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, including high-net-worth clients, other investment advisers, corporations, and pooled investment vehicles. The firm offers tailored investment programs combining asset-allocation frameworks with active momentum and technical analysis, and manages discretionary and non-discretionary accounts, including a private hedge fund.

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.

James Bellinger is a financial advisor with RCM Wealth Advisors in Itasca, IL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with RCM Wealth Advisors since 2014 and also serves as president of Better Business Planning, Inc., an employee benefit sales firm he has been involved with since 1977. RCM Wealth Advisors is a multi-advisor SEC-registered firm managing approximately $324 million for about 530 clients. The firm serves individuals, pension and profit-sharing plans, and corporate clients, offering portfolio management and a range of Managed Asset Portfolios with an investment process supported by a weekly Investment Policy Committee.

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.

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 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.

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 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.

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.

Bradley Walton is a CFP® and PFS™ with 37 years of experience in financial services. He has been affiliated with Signature Financial Services, Ltd. since 1988 and has held roles at related entities including Signature Advisors Group Ltd and Signature Brokerage Services, Ltd. Outside of his advisory work, he serves as an outside board member and treasurer for the Franklin News Foundation, a nonprofit national newswire service focused on taxpayer journalism. Signature Financial Services, Ltd. provides portfolio management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm uses model portfolios and third-party asset allocation strategies grounded in modern portfolio theory, applies cyclical and fundamental analysis, and offers services on both discretionary and non-discretionary bases.

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 is also a licensed attorney in Illinois, operating Hendricks Law Office separately from his advisory work. His prior experience includes roles at Hero Investment Planners LLC and Foote, Meyers, Mielke & Flowers, LLC. Hendricks Wealth and Estate Management serves individuals, trusts, retirement plans, and business entities, managing approximately $536 million in assets. The firm offers discretionary asset management and financial planning, utilizing a multi-asset allocation strategy supported by fundamental, technical, and cyclical 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.