Vincent Harambasic III is a CFP® with 21 years of industry experience, currently serving at Pinnacle Financial Group LLC. His prior roles include positions at Wells Fargo Clearing, JP Morgan Securities, Strategic Advisors, Inc., and Fidelity Investments. He is the managing member of ThreePillar Assets, LLC, which owns 50% of Pinnacle Financial Group. Pinnacle Financial Group LLC is a fee-only registered investment adviser managing approximately $673 million for about 390 clients, including individuals, pension plans, and charitable organizations. The firm employs a combination of fundamental, factor, optimization, and quantitative methods alongside modern portfolio theory to tailor portfolios, offering both financial planning and investment management services.

Phillip Johnson is a financial advisor at Rothschild Wealth LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Rothschild Wealth since 2018. Johnson also serves as President of Rothschild Wealth LLC and Managing Director of Rothschild Investment LLC. Rothschild Wealth LLC advises individuals, high-net-worth clients, corporate executive groups, trusts, pension and profit-sharing plans, and other institutional and tax-exempt entities. The firm uses asset-allocation models tailored to client objectives and risk tolerance, employing quantitative methods and third-party software alongside discretionary and non-discretionary portfolio management.

Donovan Sanchez is a CFP® with 10 years of industry experience, currently serving as an advisor at Model Wealth, Inc. He has previously worked at Skyview Financial Planning, Savant Capital Management, and Northwestern Mutual. Sanchez is also a full-time financial planning instructor at the University of Illinois Urbana-Champaign. Model Wealth, Inc. is a virtual, fee-only financial planning and wealth management firm serving individuals, families, estates, trusts, and small businesses. The firm emphasizes a broadly passive investment approach with cost-effective, tax-aware implementation and integrates both robo-managed strategies and direct indexing within a flat annual fee structure.

Rita Bunch is a financial advisor with 31 years of industry experience, currently serving at 4Wealth Advisors, Inc. and Purshe Kaplan Sterling Investments. She holds the Series 63 and Series 65 designations. In addition to her advisory roles, she is involved with 4Wealth Insurance Group, where she evaluates life insurance needs and assists with applications. 4Wealth Advisors, Inc. provides portfolio management, financial planning, and pension consulting services to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm offers customized investment strategies and operates affiliated accounting and insurance entities as part of an integrated service model.

Michael Thrasher is a CFP® professional at Timothy Financial Counsel, Inc. in Wheaton, IL, with nine years of industry experience. He has been with Timothy Financial Counsel since 2015. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm offers project-based advice on a range of financial topics and emphasizes a time-based billing model with no custody of client funds or discretionary authority, focusing on advisory and implementation coaching rather than ongoing portfolio management.

Christopher Gonzales is a financial advisor at 4Wealth Advisors, Inc. with 12 years of industry experience. He holds the Series 66 designation and has worked at Brickwork Financial Planning, Ltd., 4Wealth Advisors, Inc., IPI Wealth Management, Inc., and Investment Planners Inc. Gonzales also works as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. 4Wealth Advisors, Inc. serves individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, modular financial planning, and pension consulting, utilizing customized accounts, model portfolios, and various investment strategies with ongoing monitoring and reviews.

Steven Meves is a CFA® charterholder and holds a Series 66 designation with 13 years of experience in the financial industry. He has worked with Old Second National Bank and River Street Advisors, LLC for the past ten years. Both firms are located in Aurora, IL. River Street Advisors, LLC offers discretionary portfolio management and financial planning services to individual clients, including high-net-worth individuals, as well as state and municipal agencies, charitable organizations, and corporations. The firm manages approximately $539 million in client assets through a team of ten advisors and employs quantitative techniques alongside fundamental and technical analysis to construct and monitor portfolios.

John Gritis is a financial advisor with Bentley Financial Group in Downers Grove, IL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Bentley Financial Group since 2014 and has prior experience at LPL Financial LLC and Domino, Gritis & Co. Gritis is also a one-third owner of a manufacturing company and provides tax preparation and corporate accounting services through his firm, Gritis & Associates, Ltd. Bentley Financial Group offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $393 million in discretionary client assets, employing fundamental analysis, hedging strategies when appropriate, and third-party independent managers, with ongoing portfolio monitoring and formal annual reviews.

Randall Bruns is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Model Wealth, Inc. He has held roles at HighPoint Advisor Group and LPL Financial prior to joining Model Wealth. Model Wealth is a fee-only advisory firm that serves individuals, families, estates, trusts, high-net-worth clients, and small businesses. The firm uses a passive, cost- and tax-efficient investment approach, employing ETFs, mutual funds, individual equities, fixed income, and direct indexing strategies, supported by digital tools and collaboration with other professionals.

John Long is a financial advisor with Total Clarity Wealth Management, Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Prior to joining Total Clarity Wealth Management in 2023, he worked at Capital Point Financial Group, Ltd. and LPL Financial, LLC. Outside of his advisory work, Long officiates high school and middle school football and coaches and referees youth and high school basketball. Total Clarity Wealth Management is a multi-advisor wealth management and financial planning 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, utilizing a range of investment strategies including model portfolios, third-party managed accounts, and in-house programs tailored to varying risk profiles.

Allan Peil is a financial advisor at Vertis Wealth, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Trifound Advisory, LLC and Northwestern Mutual. In addition to his advisory role, he is also an insurance agent offering insurance products and services. Vertis Wealth provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as corporations and charitable organizations. The firm emphasizes long-term, value-oriented equity selection, strategic asset allocation, and option strategies, with services tailored to client objectives.

Michael Adler is a CFP® with 14 years of industry experience, currently serving at Rothschild Wealth LLC and Rothschild Investment, LLC since 2025. He previously worked at Goldman Sachs & Co. LLC from 2021 to 2025 and The AYCO Company, L.P./Mercer Allied from 2010 to 2021. Mr. Adler is also a licensed insurance agent and registered representative, providing securities brokerage and insurance services on a commission basis. Rothschild Wealth serves individuals, high-net-worth clients, corporate executive groups, retirement plans, trusts, foundations, and other institutional clients, offering portfolio management, financial planning, and retirement and investment consulting. The firm employs a client-focused approach to asset allocation, utilizing quantitative and qualitative analysis along with ongoing portfolio monitoring.

Joshua Beachler is a CFP® and holds a Series 66 license, with nine years of industry experience. He is currently with Goldstone Financial Group, LLC and previously worked at Clearwater Capital Partners and Bank of America, N.A. from 2016 to 2019. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing approximately $1.05 billion across individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers and third-party models, employing strategies that include mutual funds, ETFs, fixed income, and select alternative investments.

Jeremy Lorenz is a CFP® professional with four years of experience at Capstone Financial Advisors Inc. He has a background that includes roles at Illinois State University, Ikea, LegoLand Discovery Center, and Schaumburg High School. Capstone Financial Advisors serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm emphasizes asset-class allocation, cost control, and tax positioning, managing approximately $2.44 billion in client assets through a multi-advisor team and offering private fund investments and in-house tax services.

James Oswald is a CFA® charterholder with 11 years of industry experience. He has worked at T2 Asset Management, LLC since 2015 and was previously with Asbury Investment Management LLC from 2019 to 2023. Based in Naperville, IL, he is part of a seven-advisor team at T2 Asset Management. 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 across various risk profiles.

Ricki Hanna is a financial advisor at Asset Strategies, Inc. with 13 years of industry experience. He holds the Series 66 designation and previously worked at RR Donnelley & Sons for seven years. Asset Strategies, Inc. provides discretionary investment management and standalone financial planning to individual clients and charitable organizations. The firm constructs portfolios using equities, fixed income, mutual funds, and ETFs, and offers negotiable AUM-based advisory arrangements alongside fixed-fee planning engagements.

Alex Offerman is a CFP® with eight years of industry experience, currently serving as an advisor at Model Wealth. He has worked at Model Wealth since 2018 and has held roles at Highpoint Advisor Group, LLC, and LPL Financial, LLC. Model Wealth, Inc. is a virtual, fee-only financial planning and wealth management firm serving individuals, families, estates, trusts, and small businesses. The firm emphasizes a broadly passive investment approach with cost-effective, tax-aware implementation and integrates robo-advisor strategies and direct indexing within a flat annual fee structure.

James Dawson is a CFP® with 12 years of experience in financial services. He currently serves as a wealth advisor at Rothschild Wealth LLC and has previously worked at Charles Schwab and Halo Securities. In addition to his advisory role, he is a licensed insurance agent. Rothschild Wealth LLC advises individuals, high-net-worth clients, corporate executive groups, trusts, pension and profit-sharing plans, and other institutional and tax-exempt entities. The firm uses a range of asset-allocation models and quantitative methods to construct and manage portfolios, offering services such as financial planning, retirement plan consulting, and coordination of tax and estate planning.

Colin Schwerin is a financial advisor at North Star Investment Management Corporation with two years of industry experience. He holds a Series 65 designation and has prior work experience at Burns and McDonnell, Sargent and Lundy, and Kentucky Utilities. Schwerin is also associated with CAPS Financial Group, where he provides financial planning services. North Star Investment Management Corporation serves a range of clients including individuals, pension and profit-sharing plans, and charitable organizations, offering discretionary portfolio management, financial planning, and family office services. The firm manages approximately $2.5 billion in client assets and employs strategies such as equity positions, fixed income, option strategies, and direct indexing, often allocating client assets into its own mutual funds.

William West is a CFP® professional with 10 years of experience in financial advising. He is currently with RAI Wealth, where he has worked since 2014, and previously worked at Securities America Advisors and National Planning Corporation. West serves on the Wheaton Academy Alumni Board, a nonprofit private high school, participating in community advocacy and alumni events. RAI Wealth provides investment advice and financial planning to individuals, families, high-net-worth clients, trusts, estates, corporations, small businesses, and retirement plans. The firm uses a combination of third-party model portfolios and in-house management, applying quantitative and fundamental analysis to tailor portfolios to client objectives and risk tolerances.