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.

J Gimbel V is a financial advisor at Fiduciary Financial Partners, LLC with one year of industry experience and holds the Series 66 designation. Prior to joining Fiduciary Financial Partners, he worked at Bank of America and has experience in various roles including positions at Denison University and in small business operations. Fiduciary Financial Partners serves individuals, including high-net-worth households, and employer-sponsored retirement plans by providing wealth management, financial planning, and retirement plan advisory services. The firm manages approximately $293 million in assets across five offices, employing a team approach and integrating portfolio management with comprehensive financial planning.

Shawn Cook is a financial advisor with USAdvisors Wealth Management, LLC, holding a Series 66 license and bringing 12 years of industry experience. He has worked at multiple firms including Securities America, Inc. and Questar Asset Management. Outside of advisory work, he has served as past president and board member of the Park Ridge Chamber of Commerce and owns businesses in insurance and consulting. USAdvisors Wealth Management, LLC offers discretionary portfolio management and financial planning to individuals, trusts, charitable organizations, and businesses. The firm utilizes a combination of fundamental analysis, asset allocation, and model portfolios developed with third-party providers, managing accounts on a discretionary basis with regular suitability reviews.

Benjamin Wozniak is a financial advisor at Chicago Oakbrook Financial Group with 43 years of industry experience. He has held positions at Commonwealth Financial Network, LPL Financial, and Mutual Service Corporation. Wozniak holds Series 63 and Series 65 licenses. Chicago Oakbrook Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm provides customized wealth management, discretionary portfolio management, comprehensive financial planning, and retirement plan consulting using a broad range of investment strategies and securities.

Brent Fields is a CFP® professional with 28 years of experience in the financial services industry. He has been with Total Clarity Wealth Management, Inc. since 2007 and has also worked at LPL Financial and Cetera Wealth Services, LLC. 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 programs and asset types, with custody primarily through Schwab and LPL.

Lydia Newby is a CFP® with eight years of industry experience currently serving at Timothy Financial Counsel, Inc. She has been with the firm since 2017 and previously worked at Marsh USA Inc. from 2012 to 2017. 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 through a structured planning menu and prefers diversified investments such as no-load mutual funds and ETFs, operating without discretionary authority over client assets.

Miaciah Manuel is a CFP® with 18 years of industry experience and has been with Fiduciary Financial Partners, LLC since 2012. Based in Naperville, IL, she holds Series 63 and Series 65 licenses. Fiduciary Financial Partners provides comprehensive wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, and employer-sponsored plans. The firm combines fundamental and quantitative investment methods to construct portfolios and offers both discretionary management and written financial plans.

Benjamin Wilson is a financial advisor at Hunter Capital Management with 23 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Hunter Capital Management in 2020, he worked at PWMCO, LLC for 11 years. Hunter Capital Management is an SEC-registered investment adviser that serves high-net-worth individuals, pooled investment vehicles, and institutional clients. The firm manages assets across separate accounts, a mutual fund, and private pooled vehicles, employing a value-oriented equity strategy and utilizing a commodity subadviser within one private fund.

Wendell Franklin is a financial advisor at Chicago Capital Management Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at American Trust Investment Services Inc since 2014. Outside of his advisory role, he works as a part-time DJ in Chicago. Chicago Capital Management Advisors is a multi-team registered investment adviser managing approximately $135 million in discretionary assets for individuals, corporations, trusts, and retirement plans. The firm offers customized portfolio management using a bottoms-up fundamental screening process and provides financial planning services, including comprehensive estate, tax, business disposition, and insurance planning.

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 with Total Clarity Wealth Management and LPL Financial since 2018. Outside of financial advising, she has been involved with BabySnApps since 2013. Total Clarity Wealth Management is a multi-advisor wealth management and financial planning firm serving individuals, high-net-worth clients, 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 from conservative wrap programs to more active approaches for qualified investors.

Matthew Gill is a financial advisor with M. Brown Financial Advisors in Naperville, IL, holding CFP®, Series 63, and Series 65 credentials. He has six years of industry experience, including roles at Ausdal Financial Partners and other financial and service-related firms. Outside of advising, he is involved as a member in a farm land investment entity. M. Brown Financial Advisors primarily serves as a sub-advisor to Ausdal Financial Partners and other registered investment advisers, offering discretionary portfolio management, customized accounts, and retirement plan consulting. The firm combines active tactical allocation with diversified models and uses a variety of investment strategies, managing most client accounts on a discretionary basis.

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.

Francis Gutrich is a financial advisor at Apollon Financial, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial, Highpoint Advisor Group, and J.P. Morgan Securities. Gutrich also provides investment advisory services through Apollon Financial, an independent registered investment advisory firm. Apollon Financial serves 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 and offers financial planning, portfolio management, retirement-plan advisory, and access to private and alternative investments using a blend of centrally managed models and advisor-led portfolios.

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.

Cheryl Krueger is a CFP® with 19 years of experience in financial advising. She is currently with Vantage Point Financial, LLC, a team-based firm, where she has worked since 2026. Her prior experience includes leadership roles at Growing Fortunes Financial Partners and CGN Advisors, LLC. She serves as Managing Member of Growing Fortunes Financial Partners LLC, which provides administrative support for her activities at CGN Advisors. Vantage Point Financial serves individuals, families, high-net-worth clients, and business owners offering investment management, financial planning, and wealth consulting. The firm employs a fiduciary, customized approach focused on long-term portfolio construction using low-cost mutual funds and ETFs, along with discretionary portfolio management and integrated planning advice.

Ronny Mark is a financial advisor with Chicago Investment Advisory Council, Inc., holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. He has worked at Uhlmann Price Securities since 2013 and has been involved with Perpetual Wealth Capital Management, LLC since 2012, as well as the Price Group since 1994. Outside of his advisory roles, he serves as president of Price Futures Group, where he oversees all hedging activities. Chicago Investment Advisory Council, Inc. serves retail and high-net-worth investors through a five-advisor team, offering portfolio management via proprietary model portfolios and a range of financial planning and educational services.

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.

Jeffrey Kautz is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Hunter Capital Management. His prior experience includes nine years at Ballast Equity Management. Hunter Capital Management is an SEC-registered investment adviser with approximately $1.09 billion in assets under advisement and a seven-advisor team. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and investment companies through discretionary portfolio management, sponsored pooled vehicles, private funds, and a registered mutual fund.

Jared Rus is a financial advisor at Goldstone Financial Group, LLC with two years of industry experience. He holds a Series 65 designation and previously worked in education and hospitality before joining Goldstone. Jared is also a fixed annuity and insurance agent. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing over $1 billion across individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers, implementing strategies that include mutual funds, ETFs, fixed income, and alternative investments.