Logan Schaefer is a CFP® professional with Lantz Financial LLC in Naperville, IL. He has been with the firm since 2023 and has a total of nine years in the industry. Lantz Financial provides portfolio management, financial planning, and retirement-plan services to individuals, families, and businesses. The firm manages approximately $846 million in client assets and employs a globally diversified investment approach based on modern portfolio theory.

Jacob Frerichs is a CFP® and holds a Series 65 license with eight years of industry experience. He has worked at Timothy Financial Counsel, Inc. since 2018 and previously held positions at Thrivent Financial, Stone Creek Golf Club, and the University of Illinois. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm emphasizes time-based billing and offers advice on income management, retirement planning, tax strategies, and risk management, favoring diversified exposure through no-load mutual funds and ETFs rather than individual securities.

Andrew Buttimer is a financial advisor with M.Brown Financial Advisors in Naperville, IL, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with M.Brown Financial Advisors since 2021 and also works with Ausdal Financial Partners, Inc. since 2010. Outside of advisory work, he is involved in community business networking as a member of the BNI A.I.M. Naperville chapter, where he participates in referral building and member relations. M.Brown Financial Advisors primarily serves as a sub-advisor to Ausdal Financial Partners and other registered investment advisers, offering discretionary portfolio management, retirement plan consulting, and participant education. The firm uses a combination of active tactical allocation and diversified allocation models, employing various analytical methods and investment vehicles to manage client accounts on a discretionary basis.

Christopher Laporta is a financial advisor with River Street Advisors, LLC and holds a Series 65 designation. He has two years of industry experience, including roles at Old Second National Bank, Midland Wealth Advisors, Midland Wealth Management, and ATG Trust Company. Laporta serves as a Senior Wealth Advisor in the Wealth Management Department at Old Second National Bank. 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 that includes written policy statements, model portfolios, and a combination of quantitative and fundamental analysis, offering discretionary and non-discretionary portfolio management and financial planning services.

Robyn O'Halloran is a financial advisor with Chicago Capital Management Advisors, LLC, holding a Series 65 designation and over 20 years of industry experience. She has been with Chicago Capital Management Advisors since 2005 and also works as a sales consultant for Heartland Business Systems, a technology solutions and engineering services firm. Chicago Capital Management Advisors provides discretionary and non-discretionary portfolio management and comprehensive financial planning to individuals, corporations, trusts, and retirement plans. The firm employs a bottoms-up fundamental screening process and offers a range of model portfolio styles, serving over 500 client relationships with approximately $122 million in discretionary assets.

Lucas Mroz is a financial advisor at Vantage Point Financial, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley for 12 years. 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 focused on long-term portfolio construction using low-cost mutual funds and ETFs, while incorporating flexible investment options and integrated planning advice.

Patrick May is a Certified Financial Planner (CFP®) with 19 years of industry experience. He is currently with Vantage Point Financial, LLC and has previously worked at Prosperity Capital Advisors, The Chamberlin Group Tax & Wealth Advisors, and Scottrade, Inc. Outside of his advisory role, Mr. May is a licensed insurance agent offering various fixed insurance products. 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 focused on long-term portfolio construction using a range of investment vehicles and offers supplementary services such as tax planning, business-owner insights, and retirement education.

Katelyn Wright is a CFP® professional at DHJJ Financial Advisors with four years at the firm and a total of seven years in the financial industry. Before joining DHJJ, she worked for six years at CUSD 200. DHJJ Financial Advisors serves individual investors, including high-net-worth clients, and retirement-plan sponsors by providing portfolio management, financial planning, and retirement-plan advisory services. The firm integrates accounting services through an affiliated CPA firm and employs discretionary investment management tailored to client-specific goals using asset allocation, fundamental analysis, and approved AI tools.

Seth Woodward is a financial advisor with Timothy Financial Counsel, Inc. in Wheaton, IL. He holds a Series 65 credential and joined the firm in 2026. Prior to his advisory role, he worked at Microsoft Corp for four years and EY-Parthenon for three years. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm emphasizes advisory and implementation coaching without discretionary portfolio management, favoring diversified exposure through no-load mutual funds and ETFs and a time-based billing model.

Andrew Lindquist is a Series 65-licensed financial advisor at Timothy Financial Counsel, Inc. with five years of industry experience. Before joining Timothy Financial Counsel in 2021, he worked for Rauner College Prep from 2015 to 2020. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm that offers individual consultations and project-based advice on various financial topics for a diverse client base. The firm emphasizes a time-based billing model, diversified investment exposure, and advisory services without managing client assets directly.

Gregory Bruno is a CFP®-certified financial advisor with 18 years of industry experience. He is affiliated with Ausdal Financial Partners, Inc. and has worked at M. Brown Financial Advisors since 2021 as well as M Brown & Associates since 2009. Bruno serves as a board member of a charitable organization, KUZA Project, dedicating a few hours monthly to this role without compensation. Ausdal Financial Partners, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm provides investment advisory programs, retirement plan services, and financial planning to a wide range of clients, including individuals, trusts, corporations, pension plans, and charitable organizations, offering both discretionary and non-discretionary investment strategies across multiple account types.

Ronald Doweidt is a financial advisor at San Blas Advisory, Inc. with 23 years of industry experience. He holds a Series 66 designation and has worked at Prosperity Wealth Management, Inc., Brokers International Financial Services, LLC, and Investment Advisors Corp. San Blas Advisory, Inc. provides investment advisory and financial planning services to individuals, high-net-worth clients, and businesses. The firm manages approximately $219 million in assets using a mix of fundamental, technical, and qualitative analysis, employing discretionary and non-discretionary portfolio management with a focus on asset allocation and value-oriented strategies.

Ethan Willett is a financial advisor with Stenger Family Office, LLC, holding a Series 65 designation and beginning his career in the industry in 2026. Prior to joining Stenger, he gained experience through internships and roles at VCapital Management and Medline, alongside ongoing studies at Northwestern University. Stenger Family Office serves a diverse client base including individuals, trusts, estates, pension plans, charitable organizations, and businesses, managing approximately $735 million. The firm offers financial planning, portfolio management, wealth and family office services, and pension consulting, using a structured investment approach with factor analysis, fundamental security analysis, and periodic rebalancing overseen by an investment committee.

Ryan Lantz is a financial advisor at Lantz Financial LLC in Naperville, IL, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Lantz Financial, he worked at J. P. Morgan Securities LLC and JPMorgan Chase Bank N. A. from 2022 to 2024. Lantz Financial 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 a globally diversified investment approach based on modern portfolio theory, using primarily mutual funds and exchange-traded funds.

James Dingle is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His prior roles include positions at American Trust Investment Services Advisory, Inc., American Trust Investment Services, Inc., and Lasalle St. Securities, L.L.C. Outside of his advisory work, he serves as head coach of the Lincoln-Way Hockey team. Chicago Capital Management Advisors is a multi-team registered investment adviser managing approximately $135 million in discretionary assets for over 600 households. The firm offers customized portfolio management and financial planning services across a range of client types, employing a bottoms-up fundamental screening process and integrating varied investment strategies and third-party managers.

Michael Cava is a CFP® and CFA® with eight years of industry experience. He is a vice president and senior portfolio manager in the wealth management department at Old Second National Bank and also serves as an advisor at River Street Advisors, LLC. Prior to this, he worked at Fifth Third Private Bank from 2014 to 2018. River Street Advisors, LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as state and municipal agencies, charitable organizations, and corporations. The firm manages approximately $539 million in client assets and employs a combination of quantitative analysis, fundamental and technical research, and derivative strategies to construct and monitor portfolios.

Camilla Corso is a CFP® professional with 14 years of experience in financial advising. She has been with DigioVine Hnilo Jordan + Johnson, Ltd. since 2010. Corso is based in Bartlett, IL, and works as part of an eight-advisor team at DHJJ Financial Advisors. DHJJ Financial Advisors manages approximately $543.5 million and serves individual and high-net-worth clients with portfolio management, financial planning, and retirement plan services. The firm integrates investment management with access to tax preparation and accounting services through an affiliated CPA firm and typically manages accounts on a discretionary basis using a variety of investment vehicles.

Julia Foran is a financial advisor at Stenger Family Office, LLC with five years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Calamos Investments, as well as served in the United States Senate. Stenger Family Office serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations, managing approximately $735 million. The firm offers tailored financial planning, portfolio management, wealth and family office services, and pension consulting, utilizing a combination of mutual funds, ETFs, individual securities, and independent managers overseen by an investment committee.

Andrew Grider is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at Leelyn Smith, LLC. His career includes roles at LPL Financial and National Planning Corporation. Outside of his advisory work, he is involved in tax preparation and accounting through ownership of Leelyn Smith Tax, LLC. Leelyn Smith, LLC provides portfolio management, financial planning, and retirement plan consulting to individuals, businesses, and trusts. The firm employs a range of investment strategies across equities, fixed income, mutual funds, and ETFs, utilizing both in-house and external managers, and supports clients with technology platforms for reporting, risk analysis, and tax-efficient asset management.

Melissa Imbrogno is a CFP® with 15 years of industry experience, currently serving as a team leader and relationship manager at RAI Wealth. Her prior experience includes roles at Securities America Advisors and National Planning Corporation. She and her husband volunteer with Bridge Communities, mentoring a homeless family through a two-year transitional housing program. RAI Wealth provides investment advice and financial planning to a diverse client base, including individuals, families, trusts, and retirement plans. The firm combines third-party model portfolios and in-house management using modern portfolio theory and quantitative analysis to tailor strategies to client objectives and risk tolerances.