Harry Greene is a financial advisor at Altitude Capital Management LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Brookstone Wealth Advisors and RedHawk Wealth Advisors, Inc. Greene is also president of Greene Financial Services, Inc., where he manages indexed annuities, health, life, disability, and long-term care products. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high-net-worth clients. The firm uses a multi-team approach, tailoring strategies to client objectives and risk tolerance, and manages accounts with a mix of asset allocation, dollar-cost averaging, technical analysis, and varied purchase strategies.

Timothy Meisenheimer is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 17 years of industry experience. He holds a Series 66 designation and has been with LaSalle St. Investment Advisors since 2011. Outside of his advisory role, he is a member of the board for Gospel Patrons, a nonprofit focused on raising the next generation of Gospel Patrons, and produces educational content including a podcast and retirement planning videos. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary programs, with a notable emphasis on non-discretionary asset management.

Eric Mooney is a financial advisor at VestGen Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has worked with firms including Private Client Services, Mooney Lyons Financial, and Triad Advisors. Mooney serves as the president and a board member of the Naperville Networking Alliance, a local networking group. VestGen Advisors provides investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, and institutional investors. The firm combines advisor-level client work with centralized portfolio construction, offering discretionary and non-discretionary management alongside third-party manager options.

Jennie Fleming is a financial advisor with HBW Advisory Services LLC, holding a Series 66 designation and 21 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for 16 years before joining HBW Advisory Services in 2021. Fleming is also a notary public and is involved with the Greater Winfield Chamber of Commerce. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting services to individuals, families, charitable organizations, businesses, and retirement plans. The firm utilizes a blended investment approach with third-party money managers and emphasizes a client servicing model that includes institutional and intermediary roles.

Rikk Rodriguez is a financial advisor with VestGen Advisors, LLC, holding the ChFC® designation and Series 63 and 66 licenses, with 14 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Triad Advisors. He serves as a co-trustee of a living trust. VestGen Advisors provides investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationships with centralized portfolio construction and uses third-party managers and affiliated funds to deliver its services.

Thomas Riley is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Lincoln Investment Planning since 2013 and previously spent nine years at Legend Advisory, LLC, along with a year at Benchmark Capital Group Ltd. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Joshua Glorch is a financial advisor at NorthRock Partners, LLC with 23 years of industry experience. He has worked at NorthRock Partners since 2019 and previously spent three years at Ameriprise Financial Services, Inc. He holds the Series 63 and Series 65 licenses and maintains current Illinois insurance licensure. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach that includes broad asset allocation, diversification, and periodic rebalancing while integrating private market allocations and utilizing AI tools alongside human oversight.

Charles Kiker is a CFP® with 33 years of industry experience, currently serving as an advisor at VestGen Advisors, LLC since 2024. His prior experience includes roles at Commonwealth Financial Network, Ek&A, and Mass Mutual Investors Services. Outside of his advisory work, he is a partner in Esposito Kiker & Associates, which supports his team’s compensation and benefits management. VestGen Advisors, LLC offers investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, small businesses, and pooled investment vehicles. The firm utilizes a combination of advisor-level client relationship work and centralized portfolio construction, employing proprietary and third-party managers to deliver its services.

Jeffrey Scheider is a financial advisor with VestGen Advisors, LLC, holding the CFP® and ChFC® designations and over 28 years of industry experience. His career includes roles at LPL Financial, Sequoia Wealth Management, Triad Advisors, and Private Client Services. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to a diverse client base that includes individuals, high-net-worth clients, small businesses, and institutional entities. The firm utilizes a combination of centralized portfolio construction and advisor-level relationship management, supported by third-party managers and proprietary strategies.

Joseph Lyons is a financial advisor with VestGen Advisors, LLC, holding the CFP® and ChFC® designations and bringing 28 years of industry experience. His career includes roles at Triad Advisors, LPL Financial, and Sequoia Wealth Management. Lyons is also involved in nonprofit work as a board member of Big Brothers Big Sisters of McHenry County and directs educational seminars through the Capital Financial Education Group. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationships with centralized portfolio construction and serves a diverse client base including other advisers, institutions, and government entities.

Alexander Klaas is a financial advisor at Gladstone Wealth Partners with 10 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services before joining Gladstone and LPL Financial in 2021. Klaas maintains involvement in a personal fiduciary role as trustee of a family trust. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers a range of services including discretionary portfolio management and retirement plan consulting, with investment approaches tailored at the representative level and supported by platform-level due diligence.

Trent Fifield is a CFP® with 22 years of industry experience, currently with NorthCoast Asset Management LLC. His prior roles include positions at Kovitz Investment Group Partners, Connectus Wealth, and Charles Schwab. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, institutional, and intermediary clients. The firm uses a quantitatively driven, systematic process for investment decisions and offers a broad range of strategies including strategic asset allocation, equity and fixed income, options/defined-outcome overlays, and alternative interval funds.

Jonathan De Moss is a CFP®, CFA®, and Series 66-licensed advisor with 11 years of industry experience. He is currently with Mission Wealth Management, LP and has previously worked at Advance Capital Management, Inc., Foreside Fund Services, LLC, Innovator Capital Management, LLC, Invesco Advisers, Inc., and Edward Jones. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients including pension plans, endowments, and charitable organizations. The firm offers integrated wealth management, financial planning, and investment management services, using a total picture approach that incorporates tax, trust, philanthropy, and risk planning tailored to client needs.

Bradley Saurbaugh is a financial advisor at Harbour Investments, Inc. with 21 years of industry experience. He holds a Series 66 designation and has worked previously at J.W. Cole Financial, Inc. and various insurance carriers associated with W&R Insurance Agencies. He is also engaged in insurance sales through Chicago Investment Advisory Council, Inc. as a financial associate. Harbour Investments serves a diverse client base including individual clients, trusts, pension and 401(k) plans, and institutional and corporate entities, offering portfolio management, financial planning, and various managed account solutions. The firm utilizes a range of investment approaches through individual advisers and third-party managers, and provides multiple execution pathways for clients.

Ashley Duran is a financial advisor at Midwestern Securities Trading Company, LLC with 11 years of industry experience. She holds Series 65 and Series 63 licenses. Her prior experience includes roles at Citizens JMP Securities, LLC, Matrix Capital Markets Group, Inc., MCMG Capital Advisors, Inc., and FIS Brokerage & Securities Services LLC. Midwestern Securities Trading Company serves a diverse client base, including individual investors, retirement plan sponsors, municipalities, and charitable organizations. The firm offers financial planning, portfolio management, model and wrap programs, and fiduciary services, combining discretionary internal portfolios with third-party management and advisory representatives’ recommendations.

Matthew Evans is a financial advisor at VestGen Advisors, LLC with 16 years of industry experience. He holds the CFP® designation and the Series 66 license. His prior experience includes roles at Raymond James Financial Services and Fountain Wealth Management. VestGen Advisors serves a diverse client base including individuals, high-net-worth clients, small businesses, and institutional investors. The firm combines advisor-level client relationships with centralized portfolio management and utilizes third-party managers and proprietary funds as part of its investment approach.

Michael Fujii is a financial advisor with Advisory Services Network in South Barrington, IL, holding Series 63, Series 65, and Series 66 licenses and bringing 18 years of industry experience. He has worked at Advisory Services Network since 2022 and concurrently operates Fujii Partners Capital, LLC, which he founded in 2007. Advisory Services Network is an enterprise firm that serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent advisers. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing about $8.6 billion in client assets.

Kurtis Hagemann is a financial advisor with Gateway Wealth Partners, LLC, holding a Series 66 designation and over 20 years of industry experience. His prior roles include positions at Advisors' Pride, LPL Financial, Wells Fargo Clearing, and A.G. Edwards & Sons, Inc. He is based in Batavia, IL. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, wealth management, and retirement plan consulting, typically allocating assets among low-cost, diversified mutual funds and ETFs, supplemented by individual securities and independent managers, using both fundamental and technical analysis.

Bret Mooney is a financial advisor at VestGen Advisors, LLC with seven years of industry experience. He holds the ChFC® designation and Series 66 license. His career includes roles at Triad Hybrid Solutions, Triad Advisors, LPL Financial LLC, and Sequoia Wealth Management. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationships with centralized portfolio construction and offers wrap-fee programs, discretionary and non-discretionary management, and the use of third-party managers.

Francesco Vitale is a financial advisor at Merit Financial Advisors with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including VOYA Financial Advisors, Cetera, and Purshe Kaplan Sterling Investments. He also serves as a trustee on a family trust. Merit Financial Group is a multi-team SEC-registered advisory firm that serves individual investors, retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation strategy managed through in-house and third-party resources, and supports both discretionary and non-discretionary accounts.