John Mchenney is a CFA® charterholder with eight years of experience in the financial services industry. He is currently with Timothy Financial Counsel, Inc., where he has worked since 2023. His prior experience includes roles at First Trust Advisors L.P., Fidelity Investments, LLC, and The Vanguard Group, Inc. Timothy Financial Counsel, Inc. is a fee-only financial planning firm that provides hourly, project-based advice to individuals, families, businesses, trusts, charities, and retirement plans. The firm emphasizes diversified investment exposure using mutual funds and ETFs, asset allocation, and periodic rebalancing, focusing on advisory and implementation coaching rather than ongoing portfolio management.

Katherine Byrne is a CFP® professional with 10 years of industry experience. She has been with DHJJ Financial Advisors, a firm based in Geneva, IL, since 2014. DHJJ Financial Advisors is an SEC-registered firm managing approximately $543.5 million and serves individual and high-net-worth clients. The firm provides portfolio management, financial planning, and retirement plan services, and offers access to tax preparation and accounting through an affiliated CPA firm.

Brendan Krahl is a financial advisor with Total Clarity Wealth Management, Inc. in St. Charles, IL, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He previously worked at LPL Financial, LLC and Capital Point Financial Group, Ltd. Brendan is also involved as an investor in a tax preparation and accounting firm. Total Clarity Wealth Management is a multi-advisor 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, 401(k) advisory, and donor-advised fund services, employing a range of investment strategies from conservative wrap programs to more active approaches for sophisticated investors.

Aaron Deeke is a CFP® with four years of industry experience, currently working at Timothy Financial Counsel, Inc. since 2021. Prior to joining Timothy Financial Counsel, he held roles at CME Group, Allstate Insurance, and State Farm Insurance. 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 wide range of financial topics and emphasizes diversified investment exposure through no-load mutual funds and ETFs while focusing on advisory and implementation coaching rather than ongoing portfolio management.

Mclain Tallungan is a financial advisor with Journey Financial Group, Inc. in Buffalo Grove, IL, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has been with Journey Financial Group and OSAIC since 1997. Outside of advising, he provides notary public services to clients at no charge. Journey Financial Group serves individual investors, including high-net-worth clients, as well as retirement plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, employing both fundamental and technical analysis in its investment approach.

Daniel Leitner is a financial advisor at Hendricks Wealth and Estate Management with a Series 65 credential and one year of industry experience. His prior roles include positions at Commerce Partners, LLC, Miller Commons, LLC, Rose Plaza Partners, Haill 911, and Uline. Outside of advisory work, Leitner is involved with AgTechLogic, a precision spray agriculture technology company, where he serves as a creditor and warrant holder. Hendricks Wealth and Estate Management serves individuals, trusts, retirement plans, and business entities, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-asset allocation approach with discretionary asset management, combining fundamental, technical, and cyclical analysis along with mutual fund and ETF due diligence.

John Dorn is a financial advisor with Leelyn Smith, LLC in Geneva, IL, holding Series 63 and Series 65 credentials and having 21 years of industry experience. His prior career includes roles at National Planning Corporation and LPL Financial. 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 asset allocations across various investment vehicles and utilizes multiple third-party technology platforms and service providers, distinguishing itself through its affiliation with an accounting practice and the incorporation of structured notes and AI tools in its processes.

Hunter Sims is a financial advisor at Clearwater Capital Partners with five years of industry experience. He holds a Series 65 designation and has held roles at the University of Cambridge Cambridge Centre for Alternative Finance since 2019, where he serves as Associate Director of Business & Operations. He is also involved with Financial Innovation Commons Ltd. and Regulatory Genome Development Ltd., which focus on financial technology and regulatory applications. Clearwater Capital Partners serves high-net-worth individuals, family offices, and institutional clients, offering services including private wealth and family office management, institutional advisory, and retirement plan strategies. The firm emphasizes portfolio construction based on written Investment Policy Statements and uses a combination of fundamental, technical, quantitative, and thematic analysis.

Ryan Kahlenberg is a financial advisor with Leelyn Smith, LLC, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at LPL Financial since 2022 and was previously with Kahlenberg Wealth Partners/Berthel Fisher & Co. and Dunham & Associates Investment Counsel, Inc. Since 2022, he provides investment advisory services through Leelyn Smith, LLC. Leelyn Smith, LLC serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and trusts. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing multiple technology platforms and investment strategies that include equities, fixed income, mutual funds, ETFs, and private investment funds for qualified clients.

Randolph Yu is a financial advisor at Clearwater Capital Partners with Series 65 registration and one year of industry experience. Prior to joining Clearwater, he worked at MISUMI USA for nine years and held positions at NVR, Inc. and periods of unemployment. Clearwater Capital Partners offers family office services, private wealth management, institutional advisory, and retirement plan advising. The firm serves a diverse client base including high-net-worth individuals and institutional clients such as sovereign wealth funds and government entities, employing a variety of investment approaches and coordinating services through affiliated entities.

Marvin Reinglass is a financial advisor with Signature Financial Services, Ltd in Arlington Heights, IL, holding the CFP®, PFS™, and Series 66 designations, with 26 years of industry experience. He has worked at First Heartland Capital, Inc. since 2001 and Wipfli, LLP from 2016 to 2020. Outside of investment advisory, he is involved in business consulting and management through R and P Financial Services. Signature Financial Services, Ltd provides portfolio management and financial planning to individuals, pension plans, trusts, estates, and business entities, using a modern portfolio theory approach with model portfolios of mutual funds, ETFs, and third-party asset allocation strategies. The firm serves clients on both discretionary and non-discretionary bases and acts as an ERISA 3(21) co-fiduciary for employee benefit plans.

Charles Ieuter is a financial advisor at Sequoia Wealth Management, LLC with over 41 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes work at LPL Financial since 2014 and founding Secure Futures, Ltd. in 1983, where he currently serves as president. Sequoia Wealth Management serves individuals, trusts, estates, corporations, and employer retirement plans, providing asset management, financial planning, and retirement-plan consulting. The firm uses a combination of quantitative optimization, third-party research, and manager selection to tailor portfolios, offering both discretionary management and third-party strategist models.

Robert Eisenberg is a financial advisor at SGL Financial, LLC with nine years of industry experience. He holds Series 66, Series 65, and Series 63 licenses. Before joining SGL Financial in 2022, Eisenberg worked at several firms, including Northwestern Mutual and Verity Asset Management. SGL Financial, LLC serves financially established individuals, high-net-worth clients, small businesses, and certain retirement and profit-sharing plans. The firm provides portfolio management, financial planning, and sub-adviser oversight, emphasizing diversification and long-term asset allocation with a focus on treating cash as an asset class.

Mark Laspisa is a CFP® with 29 years of industry experience and has been with Vermillion Financial Advisors, Inc. since 1988. He is based in South Barrington, IL, and holds the Series 63 designation. Vermillion Financial Advisors serves individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations by providing financial planning and investment advisory services, including employer-sponsored retirement plans. The firm emphasizes structured, written communications and educational services, offering both model and customized portfolio solutions on a non-discretionary basis.

Kimberly Velasco is a CFP® with 11 years of experience in financial advising. She has worked at The Dala Group, LLC since 2024 and previously held roles at Corient, Balasa Dinverno Foltz LLC, and WIPFLI Financial Advisors. The Dala Group serves individual and high-net-worth clients with portfolio management and financial consulting, including retirement, estate, tax, and charitable planning. The firm uses a combination of fundamental, quantitative, and qualitative analysis to develop diversified asset-allocation strategies tailored to client objectives and risk tolerance.

Chad Anderson is a financial advisor at James T. Borello & Co. with four years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience in insurance, construction, and entertainment-related roles. Outside of advising, he was involved with One Time Show LLC, indicating entrepreneurial activity. James T. Borello & Co. manages approximately $514 million for about 700 clients across various individual and institutional categories. The firm offers discretionary portfolio management and comprehensive financial planning services, utilizing asset-allocation models tailored to client goals and employing quantitative analysis and third-party software in portfolio construction and review.

James Hendricks is a CFP® and holds a Series 66 designation with 24 years of industry experience. He is currently with Hendricks Wealth and Estate Management and has held prior roles at Hero Investment Planners LLC, J.G. Hendricks Financial Services, Cetera Advisors LLC, Investors Capital Corp., Eastern Point Advisors Inc., and RBC Capital Markets. Hendricks Wealth and Estate Management serves individuals, trusts, retirement plans, and business entities, providing comprehensive portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $536 million in client assets using a primarily discretionary, multi-asset approach that incorporates fundamental, technical, and cyclical analysis.

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.

Phillip Coad is a CFP® professional with 14 years of industry experience, currently serving at Vermillion Financial Advisors, Inc. in South Barrington, IL. He has been with Vermillion Financial Advisors since 2005, working as part of a six-advisor team. Vermillion Financial Advisors provides financial planning, investment advisory, and employer-sponsored retirement plan services to individuals, trusts, business entities, and pension/profit-sharing plans. The firm offers both stand-alone financial planning and ongoing investment advisory programs, utilizing model and customized portfolios along with structured service tiers and educational workshops for plan participants.

Charles Melka is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Sequoia Wealth Management, LLC since 2015. He also maintains a role with LPL Financial, LLC, where he has worked concurrently since 2015. Melka provides financial advisory services including insurance policy servicing for his clients. Sequoia Wealth Management serves individuals, trusts, estates, corporations, and employer retirement plans, offering asset management, financial planning, and retirement-plan consulting. The firm uses a combination of quantitative optimization, third-party research, and manager selection to tailor portfolios and provides both discretionary management and third-party strategist models.