John Newhouse Jr. is a financial advisor at Rothschild Wealth LLC with Series 63 and Series 65 credentials and two years of industry experience. He has been involved with Gator Trading Partners since 2003 and holds managing member roles in several investment-related ventures, including Night Crawlers LLC and multiple crypto investing entities. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, corporate executive groups, trusts, retirement plans, and institutional clients. The firm’s investment approach uses asset-allocation models informed by client data and quantitative analysis, implementing strategies through a range of securities and third-party sub-advisers.

Bret Petersen is a financial advisor at Rothschild Wealth LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Clearing Services, UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, corporate executive groups, trusts, retirement plans, and other institutions. The firm’s investment approach centers on asset-allocation models supported by quantitative analysis and client input, implementing portfolios through various securities and sub-advisers.

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.

Ronny Mark is a financial advisor with Chicago Investment Advisory Council, Inc., holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Uhlmann Price Securities since 2013 and previously spent five years with Perpetual Wealth Capital Management, LLC. Outside of his advisory role, Ronny is president of Price Futures Group, where he oversees all hedging activities. Chicago Investment Advisory Council, Inc. serves retail and high-net-worth clients with portfolio management, financial planning, and educational workshops, using proprietary model portfolios across a range of risk profiles. The firm operates with discretionary trading authority and maintains a high client-to-advisor ratio through a standardized yet personalized service approach.

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.

Connor Yeoman is an advisor at Rothschild Wealth LLC with a Series 65 designation and one year of industry experience. He joined Rothschild Wealth in 2026 after completing ten years as a student. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, corporate executive groups, trusts, retirement plans, and other institutional clients. The firm’s investment approach focuses on asset-allocation models based on client questionnaires and quantitative analysis, utilizing mutual funds, ETFs, individual equities, fixed-income securities, and external sub-advisers.

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.

Vicente Ereneta is a financial advisor at Timothy Financial Counsel, Inc. with two years of industry experience. He holds a Series 65 designation and has previously worked at Allgood Financial - LPL Financial and Legacy Wealth Advisors - Raymond James. 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 without custody of client funds, focusing on diversified investment exposure through no-load mutual funds and ETFs with a time-based billing model.

Curtis Ellergodt is a financial advisor at Rothschild Wealth LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with various Rothschild entities as well as Halo Securities LLC and Ausdal Financial Partners, Inc. He also serves as COO/CFO of Rothschild Wealth LLC and CFO/CCO of Rothschild Investment LLC. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, corporate executive groups, trusts, retirement plans, and institutional clients. The firm emphasizes asset-allocation models supported by quantitative analysis and implements portfolios through mutual funds, ETFs, equities, fixed income, and sub-advisers.

Arthur Freedman is a Series 65-licensed advisor with Essex LLC, based in Deer Park, IL, and has 24 years of industry experience. He has worked at Essex LLC since 2000. Essex LLC is a registered investment adviser serving individuals, trusts, retirement plans, and charitable organizations. The firm uses a multi-member investment policy committee to construct and monitor portfolios using fundamental, technical, and sector analysis across various asset classes.

Joshua Payne is an investment adviser representative at Harvest Investment Services, LLC with two years of industry experience. He holds a Series 65 credential and has worked at both Harvest Investment Services and Envoy Advisory Inc. since 2024. Prior to entering the advisory field, Payne was involved with Give Interactive and Southern Illinois University. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs customized and model-based investment strategies and serves as an ERISA 3(38) investment manager, also managing pooled vehicles and providing sub-advisory services.

Makinzie Stack is a financial advisor at Leelyn Smith, LLC in Geneva, Illinois, with eight years of industry experience. She holds a Series 66 designation and has worked previously at LPL Financial. Outside of her advisory role, Stack serves as a notary public. 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 both model-based and individualized portfolio allocations, using various technology platforms and investment strategies, including structured notes and third-party managers, to support client needs.

Kevin Loffredi is a CFP® professional with 29 years of industry experience. He is currently an investment adviser representative at Harvest Investment Services, LLC, where he has worked since 2017. Prior to this, he spent 11 years at ProEquities, Inc. In addition to his advisory role, he serves as a vice president at Morningstar, Inc., maintaining an online education tool for the broker/dealer community. Harvest Investment Services, LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and institutions. The firm employs an actively managed tactical strategy using various analytical approaches and offers specialized services such as ERISA 3(38) investment management and held-away 401k account management.

Suzanne Lockwoodfisher is a financial advisor at DHJJ Financial Advisors with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Cetera Advisor Networks, and Total Clarity Wealth Management. Since 2020, she has been with DHJJ Financial Advisors, a team of eight advisors based in St. Charles, IL. DHJJ Financial Advisors manages approximately $543.5 million for individual and high-net-worth clients, offering portfolio management, financial planning, and retirement plan services. The firm employs client-specific investment policies and manages accounts primarily on a discretionary basis, with a notable affiliation to a Certified Public Accounting firm that provides tax and accounting services under separate agreements.

Frank Moorman is a financial advisor at Goldstone Financial Group, LLC with a Series 65 designation and one year of industry experience. Prior to joining Goldstone, he worked at DBHW Wealth Partners and has held positions outside the financial sector, including roles at Pfister Hotel, Clarke Mosquito Control, and Potbelly. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing approximately $1.05 billion across more than 1,600 client relationships. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers and third-party model portfolios, employing diverse investment strategies including mutual funds, ETFs, fixed income, and select alternatives.

Bradley Walton is a CFP® and PFS™ with 37 years of experience in financial services. He has been affiliated with Signature Financial Services, Ltd. since 1988 and has held roles at related entities including Signature Advisors Group Ltd and Signature Brokerage Services, Ltd. Outside of his advisory work, he serves as an outside board member and treasurer for the Franklin News Foundation, a nonprofit national newswire service focused on taxpayer journalism. Signature Financial Services, Ltd. provides portfolio management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm uses model portfolios and third-party asset allocation strategies grounded in modern portfolio theory, applies cyclical and fundamental analysis, and offers services on both discretionary and non-discretionary bases.

Sean Hendricks is a financial advisor at Hendricks Wealth and Estate Management with nine years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Hero Investment Planners LLC. In addition to his advisory role, Mr. Hendricks is a licensed attorney in Illinois and provides legal services through Hendricks Law Office under a separate agreement. Hendricks Wealth and Estate Management serves individuals, trusts, retirement plans, and business entities, managing approximately $536 million in client assets. The firm offers comprehensive portfolio management and financial planning, emphasizing discretionary asset management with multi-asset allocation and a combination of fundamental, technical, and cyclical investment analysis.

Anthony Falco II is a financial advisor with Monere Wealth Management, Inc. in Schaumburg, IL, holding Series 63 and Series 66 credentials and having 31 years of industry experience. He has been with Monere Investments, Inc. since 2015. Outside of his advisory role, he serves as a church secretary and is president of the Parent Advisory Board for Schaumburg Christian School, both on a volunteer basis. Monere Wealth Management is a team-based firm managing approximately $312 million in client assets, serving individual and high-net-worth clients, pension plans, charities, and business accounts. The firm offers financial planning, portfolio management, pension consulting, and uses a mix of discretionary and non-discretionary approaches, employing third-party managers and quantitative tools as part of its portfolio construction.

Trey Roach is a financial advisor at The Dala Group, LLC with a Series 65 designation and two years of industry experience. Prior to joining The Dala Group, he worked at Kapco Futures and has experience in education and the winery industry. The Dala Group, LLC offers portfolio management, comprehensive financial planning, and limited financial consulting to individuals—including high-net-worth clients—and business entities. The firm employs multi-disciplinary analysis and asset-allocation strategies to manage portfolios consisting of stocks, bonds, ETFs, and mutual funds, serving both discretionary and non-discretionary mandates.

William Harris is a financial advisor at Goldstone Financial Group, LLC with a Series 65 credential and one year of industry experience. Prior to joining Goldstone, he held positions at Phaidon International, Auto-Owner's Insurance, and Lou & Harry's Bar and Grill. Goldstone Financial Group is a multi-team SEC-registered investment adviser managing approximately $1.05 billion for about 1,675 individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and access to sub-advisers and third-party model portfolios, using a range of investment strategies including mutual funds, ETFs, fixed income, and select alternatives.