Martin Fogarty is a Series 66-licensed advisor with 22 years of industry experience. He currently serves at Total Clarity Wealth Management, Inc and has prior experience at Capital Point Financial Group, Ltd. Additionally, he is the founding attorney of The Heartland Law Firm, where he has worked since 2000. Total Clarity Wealth Management is a multi-advisor firm that provides comprehensive financial planning and discretionary portfolio management for individuals, trusts, estates, charitable organizations, corporations, and 401(k) plan sponsors, using a variety of investment vehicles and customized approaches.

James Bailey is a financial advisor at Stenger Family Office, LLC with a Series 65 credential and experience in the industry dating to 2022. He previously worked at Brown Brothers Harriman and Northern Trust Company. Stenger Family Office serves a diverse client base including individuals, trusts, and pension plans, managing approximately $735 million. The firm offers tailored portfolio management, financial planning, and family office services, using a combination of mutual funds, ETFs, and independent managers, supported by factor analysis and an investment committee.

Yamilet Suarez is a financial advisor at River Street Advisors, LLC with 11 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at River Street Advisors since 2019, with prior experience at LPL Financial and Old Second Bank. Suarez also serves as an AVP Wealth Advisor in the Wealth Management Department at Old Second National Bank. River Street Advisors provides discretionary portfolio management and financial planning to individual clients, municipalities, charities, and corporations. The firm manages approximately $539 million in assets through a team of ten advisors, using a combination of quantitative analysis, fundamental and technical research, and derivative strategies in portfolios.

Bradley Johnson is a CFP® and CFA® credentialed financial advisor with 15 years of industry experience. He has been with River Street Advisors, LLC and Old Second National Bank since 2010, serving as Vice President and Senior Trust Investment Officer in the Wealth Management Department. River Street Advisors, LLC is an independent asset management and financial planning firm that serves individual clients, including high-net-worth individuals, as well as institutional and charitable entities. The firm employs a combination of quantitative and fundamental analysis, model portfolios, and written investment policy statements to manage diversified portfolios using individual securities, mutual funds, and ETFs.

Marty Grzynkowicz is a financial advisor at Acrylic Financial, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Acrylic Financial since 2020. Prior to this, he was affiliated with Interactive Financial Advisors, Brooklight Place Securities, and Cornerstone Financial Group, where he also serves as president of an insurance brokerage. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, other advisers, corporations, and pooled investment vehicles. The firm manages approximately $58.4 million in discretionary assets, employing a combination of asset-allocation frameworks, momentum models, fundamental and technical analysis, and modern portfolio theory to tailor client programs to their goals and risk tolerance.

Chad Nolte is a financial advisor at Model Wealth with a Series 65 credential and no prior industry experience. His background includes roles at RSM US LLP and Walgreens, among other positions. Model Wealth, Inc. is a virtual, fee-only financial planning and wealth management firm serving individuals, families, estates, trusts, and small businesses. The firm follows a broadly passive investment approach emphasizing cost-effective, tax-aware implementation and integrates robo-managed strategies and direct indexing within a flat annual fee structure.

Michael Kassab is a CFA® charterholder with 21 years of industry experience. He has been with Calamos Wealth Management LLC since 2014 and also holds roles at affiliated entities including Calamos Advisors LLC and Calamos Financial Services LLC. Calamos Wealth Management offers discretionary wealth management, financial planning, and institutional advisory services for high-net-worth clients, family offices, endowments, private foundations, corporations, and retirement plans. The firm’s investment approach integrates asset allocation, quantitative and qualitative evaluation, and ongoing monitoring, utilizing a range of individual securities, mutual funds, ETFs, and private investment funds.

Arash Kadivar is a financial advisor at HighPoint Planning Partners with 15 years of industry experience. He holds the CFP® designation and several securities licenses, including Series 63, 65, and 66. Prior to joining HighPoint, he worked at LPL Financial, TD Ameritrade, Charles Schwab, and ALPS Holdings. HighPoint Advisor Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management and financial planning, using fundamental analysis and multiple investment platforms to implement tailored portfolios.

Craig Ibrahim is a financial advisor at HighPoint Planning Partners with 22 years of industry experience. He holds a Series 66 designation and has been with HighPoint Advisor Group since 2016, also maintaining a relationship with LPL Financial since 2009. Outside of his advisory role, he is involved in several tax preparation and accounting ventures. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $4.0 billion in client assets and employs a fundamental analysis approach to construct individualized investment policies across various asset classes and custodial platforms.

Richard Kitick is a CFP® professional with 21 years of experience in the financial services industry. He has worked at HighPoint Planning Partners since 2013 and has been affiliated with LPL Financial since 2007. Outside of his advisory work, he serves as an assistant coach and referee for amateur hockey in the Chicagoland area. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $4.0 billion in client assets and employs a customized investment approach using fundamental analysis across various asset classes, supported by multiple custodial platforms and independent managers.

Trent Ten Bruin is a financial advisor at HighPoint Planning Partners with a Series 65 designation and one year of industry experience. His prior work includes roles at Now Foods and several academic institutions, including the University of Wisconsin - Madison. HighPoint Planning Partners provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $4.0 billion in client assets and employs a fundamental analysis approach to construct individualized investment policies across various asset classes.

Benjamin Johnson is a Series 63 licensed advisor with 21 years of industry experience. He has been with Summit Trail Advisors LLC since 2015 and also works with Summit Trail Securities, LLC. Summit Trail Advisors serves individuals, business entities, trusts, estates, charitable organizations, pension and profit-sharing plans, and institutional clients. The firm provides portfolio management, financial planning, family-office services, retirement plan advisory, and access to private investment funds, using an investment process centered on asset allocation, investment selection, and portfolio construction across multiple asset classes and outcome objectives.

Daniel Keller is a financial advisor at HighPoint Planning Partners with four years of industry experience. He holds the Series 66 designation and previously worked at RSM US LLP for eight years. Outside of his advisory role, Keller owns and operates Keller CPA Private Tax Services, providing tax preparation and accounting services, and is a commissioned notary. HighPoint Advisor Group offers discretionary asset management, financial planning, and consulting services to a diverse client base that includes individuals, pension plans, trusts, and corporations. The firm employs individualized investment policies with a range of asset types and maintains continuous account monitoring with formal annual reviews.

Jon Flaherty is a CFP® professional with five years of industry experience, currently serving at HighPoint Planning Partners. He previously worked at Vantage Financial Partners, Lincoln Financial, and the Elks National Foundation. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $4.0 billion in client assets and uses fundamental analysis to construct individualized investment policies across various asset classes.

Janet Redding is a Series 66-licensed financial advisor with 21 years of industry experience. She is currently with Lincoln Investment Planning and has been there since 2013. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, utilizing in-house investment models and third-party managers, and provides services with varying levels of discretionary authority.

William Lacy is a CFA® charterholder with two years of industry experience. He is currently with Calamos Wealth Management LLC and has previously worked at Trinity Financial Advisors LLC, Urban Financial Advisory Corporation, and Lifetime Financial Group, among others. Prior to his financial advisory roles, he worked in diverse fields including the restaurant and lawn care industries. Calamos Wealth Management LLC provides discretionary wealth management and institutional advisory services to high-net-worth individuals, family offices, endowments, private foundations, and retirement plans. The firm’s investment process includes customized asset allocation, portfolio construction, and ongoing monitoring, often utilizing affiliated Calamos Funds and sub-advisers within a comprehensive affiliated ecosystem.

Brian Callaghan is a financial advisor at First Advisors National, LLC with four years of industry experience. He holds a Series 65 designation and has worked at CIH Consulting since 2022, focusing on commodities consulting and client services outside of investment activities. Prior to that, he held roles at MHT Business Development and Datrium. 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 selecting and monitoring third-party money managers and uses fundamental analysis to support supplemental individual security recommendations.

Robert Eberlin is a financial advisor with HighPoint Planning Partners, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with HighPoint Advisor Group since 2021 and previously held roles at Level Four Advisory Services and LPL Financial. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.0 billion in client assets and employs fundamental analysis to construct individualized investment policies across various asset classes.

Nolan Clifford is a financial advisor with Arkadios Wealth Advisors in Naperville, IL. He holds a Series 66 designation and has one year of industry experience. Prior to joining Arkadios Capital, he worked with the Colorado Rockies for one year and spent four years at Creighton University. Arkadios Wealth Advisors is a multi-team firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans using a combination of fundamental, technical, and cyclical analysis, deploying them through various managed account solutions and third-party managers.

Susan Ahlfeld is a CFP® and holds a Series 66 license with 23 years of industry experience. She has been with Advisors Capital Management, LLC since 2023, following a 21-year tenure at Ameriprise Financial Services, Inc. Outside of her advisory work, she is the managing member of Taking A Siesta LLC, a real estate rental business. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, and governmental entities. The firm employs a combination of top-down macro analysis and bottom-up fundamental, quantitative, and qualitative research to manage custom private accounts and model strategies.