Robert Sweas is a Certified Financial Planner® with 17 years of industry experience. He is currently with Lifeworks Advisors, LLC and has previously worked at firms including Arete Wealth Advisors and Ausdal Financial Partners. In addition to his advisory work, he has performed independent auditing services on a volunteer basis and is involved in life, health, and accident insurance sales. Lifeworks Advisors serves a diverse client base including individuals, trusts, estates, charitable organizations, retirement plans, and businesses, offering financial planning, wealth management, and retirement plan advisory services. The firm employs a planning-based and risk-focused investment approach using diversified funds, third-party managers, and a combination of quantitative and fundamental analysis, supported by proprietary technology and integrated tax and accounting capabilities.

Shaun Eck is a financial advisor at Realta Investment Advisors, Inc. with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Kestra Private Wealth Services, Bank of America, Merrill, and Cetera Investment Services. Outside of his advisory role, he is the owner of Quantas Group, LLC, which provides marketing and advisory services related to tax benefits through life insurance products. Realta Investment Advisors offers discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and various institutional clients. The firm employs a comprehensive investment approach utilizing asset allocation across multiple asset classes and provides services such as portfolio management, retirement plan consulting, and estate planning.

Teresa Young is a financial advisor with First Advisors National, LLC, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. Her prior roles include positions at W&S Brokerage Services, Western Southern Life, Alliant Credit Union, and LPL Financial. She volunteers as a tax preparer and quality examiner for Ladder Up in Chicago, assisting low-wage earning families with pro bono tax preparation. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes manager selection and tactical allocation, utilizing fundamental analysis and formal annual reviews to guide its investment process.

Brandon Lilly is an advisor at Highpoint Planning Partners with Series 63 and Series 65 credentials and three years of industry experience. He has worked at LPL Financial, J.P. Morgan Securities, and DeRose Financial Planning Group. Prior to his financial advisory career, he spent several years at Advocate Christ Medical Center. Highpoint Planning Partners serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and manages wrap-fee programs, implementing portfolios through fundamental analysis and a range of investment vehicles.

Matthew Fitzgerald is a financial advisor with Altitude Capital Management LLC in St. Charles, IL, holding Series 63 and Series 65 licenses. He has 29 years of industry experience, including prior roles at Brighthouse Financial and Invesco Advisers, Inc. Outside of advising, he is an equity partner in a rental property business. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm customizes strategies based on client objectives and risk tolerance, managing accounts through a multi-team structure while employing approaches such as asset allocation and technical analysis.

Jeremy Belingon is a CFP® with three years of industry experience, currently serving as a financial advisor at Facet. He previously worked at The Vanguard Group for three years and has experience in education and healthcare sectors. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and implementation services. The firm provides holistic advice through a Total Financial Life Resources framework and discretionary asset-allocation programs that primarily use ETFs, with a focus on fixed subscription fees rather than percentage-based investment charges.

Stephanie Burling is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Her prior roles include positions at Bankers Life Securities and Bankers Life & Casualty. She serves on the board of the IPF Foundation, a medical nonprofit organization. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model and utilizing tools like the Color of Money Risk Analysis in their portfolio strategies.

John Michalak is a financial advisor with Harbour Investments, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Prior to joining Harbour in 2026, he spent 15 years with both Chicago Investment Advisory Council and J.W. Cole Financial, Inc. Michalak has extensive experience in the sale of fixed insurance and annuity products through his prior role at Chicago Investment Advisory Council. Harbour Investments serves a diverse client base including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches tailored by individual advisers and approved third-party managers.

Cynthia Pruemm is a financial advisor at Corecap Advisors with six years of industry experience. She holds a Series 65 designation and has been associated with SIS Financial Group since 2006. In addition to her advisory role, she owns and operates an independent insurance agency serving a similar client base. Corecap Advisors provides discretionary investment and portfolio management as well as standalone financial planning services to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm uses a relationship-oriented, individualized approach with a long-term investment horizon and employs a range of investment vehicles including mutual funds, ETFs, individual equities, and fixed income.

Christopher Hessenflow is a financial advisor with Wealthcare Capital Management LLC, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Wealthcare Capital Management since 2010 and also maintains a role at SMB Advisors LLC since 2008. Hessenflow serves on the advisory board of Financeware, Inc., a technology firm related to investment services. Wealthcare Capital Management LLC is a multi-team SEC-registered advisory firm managing approximately $3.03 billion for a range of clients including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs an evidence-based investment approach using model portfolios primarily composed of mutual funds and ETFs, supplemented by alternative investments and specialty platforms, with oversight by an Investment Policy Committee.

Mark Waldoch is a financial advisor at Harbour Investments, Inc. in Geneva, IL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including 17 years with Harbour Investments and operating Waldoch Financial Services since 2002. Outside of advisory work, he owns a CPA tax preparation business and is involved in group health insurance sales through MWBC, Inc. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized strategies using various investment vehicles and offers model-based solutions through a subscription platform.

David Walker is a CFP® with 37 years of industry experience, currently serving as a financial advisor at VestGen Advisors, LLC. His prior roles include positions at LPL Financial, LLC and Securities America Advisors, Inc., along with operating his own firm, Walker Financial Services Inc., since 2002. Outside of advising, he is president of his office condo association and leads Swisher & Walker Financial Services, Inc., which provides income tax preparation and accounting services. VestGen Advisors, LLC manages approximately $6.66 billion for over 22,000 clients through a team of 53 advisors. The firm offers discretionary and non-discretionary investment management, financial planning, and ERISA 3(21) retirement plan services, employing client-specific strategies that integrate fundamental, technical, and quantitative analysis along with modern portfolio theory.

Monica Moose is a financial advisor at Ausdal Financial Partners, Inc. with 11 years of industry experience. She holds the Series 66 designation and previously spent 19 years at KRM Financial before joining her current firm in 2025. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm provides a wide range of services including advisor-managed accounts, separately managed accounts, unified managed accounts, retirement-plan advisory, and financial planning, with investment strategies tailored at the advisor level to meet client objectives and risk tolerance.

Thomas Chrobak is a financial advisor at Gradient Advisors, LLC with 12 years of industry experience and a Series 65 designation. He has held roles at Gradient Advisors since 2022, and concurrently owns MC2 Wealth Management and Plan on College, where he provides financial planning and educational consulting services. Gradient Advisors, LLC delivers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary operating model.

Charles Svoboda is a Series 65-licensed financial advisor at CoreCap Advisors with one year of industry experience. Prior to joining CoreCap Advisors, he was associated with SIS Financial Group and UBS. His role at SIS Financial Group includes insurance and annuity sales, along with providing inside sales and operational support. CoreCap Advisors offers discretionary investment and portfolio management as well as standalone financial planning to a diverse client base including high-net-worth individuals, retirement accounts, and institutional entities. The firm employs a relationship-oriented investment approach with a long-term horizon, utilizing a variety of investment vehicles and sub-advisors to manage client portfolios.

Sanford Prizant is a financial advisor at CG Advisory Services with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Capital Asset Advisory Service since 2019, following six years at Investment Planners, Inc and IPI Wealth Management, Inc. Outside of his advisory work, Prizant serves as president of The Prizant Group Ltd, a consulting business, and works as a FINRA dispute resolution arbitrator in Chicago. CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base, including individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management, financial planning, and retirement services, utilizing proprietary model portfolios, third-party managers, and customized private equity and hedge-fund access.

Eric Mooney is a financial advisor at VestGen Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has worked in various roles including at Mooney Lyons Financial and Triad Advisors. Outside of his advisory work, Mooney serves as president and on the board of directors of the Naperville Networking Alliance, a community networking group. VestGen Advisors, LLC is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients with discretionary and non-discretionary investment management, financial planning, and retirement plan services, utilizing a blend of analytical methods and third-party managers.

Jennie Fleming is a financial advisor with HBW Advisory Services LLC, holding a Series 66 designation and 21 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for 16 years before joining HBW Advisory Services in 2021. Fleming is also a notary public and is involved with the Greater Winfield Chamber of Commerce. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting services to individuals, families, charitable organizations, businesses, and retirement plans. The firm utilizes a blended investment approach with third-party money managers and emphasizes a client servicing model that includes institutional and intermediary roles.

Alexander Marmitt is a financial advisor with Arkadios Wealth Advisors, holding a Series 66 designation and eight years of industry experience. His career includes roles at J.P. Morgan Securities, Robert Baird & Co., and Wintrust Investments. He is also a partner at Klestinski Rapp Marmitt Investment Counsel, where he is involved in investment management and financial planning. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment strategies through a range of portfolio management programs and incorporates fundamental, technical, and cyclical analysis while accommodating client-imposed restrictions.

Rikk Rodriguez is a ChFC® with 14 years of industry experience, currently serving as a financial advisor at VestGen Advisors, LLC. His prior experience includes roles at Wells Fargo Advisors and Triad Advisors. He is also a co-trustee of a living trust. VestGen Advisors, LLC manages approximately $6.66 billion for a diverse client base, offering discretionary and non-discretionary investment management, financial planning, and ERISA 3(21) retirement plan services. The firm employs a mix of fundamental, technical, and quantitative analysis combined with modern portfolio theory, serving both individual and institutional clients.