Seth Woodward is a financial advisor with Timothy Financial Counsel, Inc. in Wheaton, IL. He holds a Series 65 credential and joined the firm in 2026. Prior to his advisory role, he worked at Microsoft Corp for four years and EY-Parthenon for three years. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm emphasizes advisory and implementation coaching without discretionary portfolio management, favoring diversified exposure through no-load mutual funds and ETFs and a time-based billing model.

Michael Grady is a financial advisor at Asset Strategies, Inc with over 41 years of industry experience. His career includes roles at E.F. Hutton & Co. LLC and Chicago Capital Management Advisors, where he serves as president of the affiliated registered investment advisory. He is also a director of the Upward Foundation, a charitable organization providing support and scholarships to disadvantaged individuals. Asset Strategies, Inc. offers discretionary portfolio management and financial planning to individual and charitable clients, managing approximately $59.7 million in discretionary assets. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to implement long- and short-term investment strategies across various asset classes.

Andrew Lindquist is a Series 65-licensed financial advisor at Timothy Financial Counsel, Inc. with five years of industry experience. Before joining Timothy Financial Counsel in 2021, he worked for Rauner College Prep from 2015 to 2020. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm that offers individual consultations and project-based advice on various financial topics for a diverse client base. The firm emphasizes a time-based billing model, diversified investment exposure, and advisory services without managing client assets directly.

Gregory Bruno is a CFP® with 19 years of experience in the financial services industry. He has been with M. Brown Financial Advisors since 2021 and also has ongoing roles at Ausdal Financial Partners, Inc. and M Brown & Associates. Bruno serves as a board member of KUZA Project, a charitable organization. M. Brown Financial Advisors acts primarily as a sub-advisor to Ausdal Financial Partners and other registered investment advisers, providing discretionary portfolio management, customized accounts, and retirement plan consulting. The firm employs active tactical allocation combined with diversified models and utilizes a range of strategies including options and alternative investments, typically managing accounts on a discretionary basis.

Ronald Doweidt is a financial advisor at San Blas Advisory, Inc. with 23 years of industry experience. He holds the Series 66 designation and has worked at firms including Prosperity Wealth Management, Brokers International Financial Services, and Morgan Stanley Dw Inc. He is based in Naperville, IL. San Blas Advisory, Inc. provides discretionary and non-discretionary portfolio management and financial planning to individuals and businesses, managing approximately $218.9 million for about 664 clients. The firm’s investment approach integrates fundamental, technical, and qualitative analysis, using a range of investment vehicles and offering access to third-party managers while allowing clients to set account restrictions.

Ethan Willett is a financial advisor with Stenger Family Office, LLC, holding a Series 65 designation and beginning his career in the industry in 2026. Prior to joining Stenger, he gained experience through internships and roles at VCapital Management and Medline, alongside ongoing studies at Northwestern University. Stenger Family Office serves a diverse client base including individuals, trusts, estates, pension plans, charitable organizations, and businesses, managing approximately $735 million. The firm offers financial planning, portfolio management, wealth and family office services, and pension consulting, using a structured investment approach with factor analysis, fundamental security analysis, and periodic rebalancing overseen by an investment committee.

Ryan Lantz is a financial advisor at Lantz Financial LLC in Naperville, IL, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Lantz Financial, he worked at J. P. Morgan Securities LLC and JPMorgan Chase Bank N. A. from 2022 to 2024. Lantz Financial provides portfolio management, financial planning, and retirement-plan services to individuals, families, businesses, and retirement plans. The firm manages approximately $846 million in client assets and employs a globally diversified investment approach based on modern portfolio theory, using primarily mutual funds and exchange-traded funds.

James Dingle is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63 and Series 66 registrations and bringing 37 years of industry experience. His prior roles include positions at American Trust Investment Services Advisory, Inc., Lasalle St. Securities, L.L.C., and LPL Financial. Outside of his advisory work, he serves as head coach of the Lincoln-Way hockey team. Chicago Capital Management Advisors provides discretionary portfolio management and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a fundamentals-driven investment process and offers tailored strategies across multiple asset classes, utilizing hedging techniques and access to third-party managers.

Michael Cava is a CFP® and CFA® with eight years of industry experience. He is a vice president and senior portfolio manager in the wealth management department at Old Second National Bank and also serves as an advisor at River Street Advisors, LLC. Prior to this, he worked at Fifth Third Private Bank from 2014 to 2018. River Street Advisors, LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as state and municipal agencies, charitable organizations, and corporations. The firm manages approximately $539 million in client assets and employs a combination of quantitative analysis, fundamental and technical research, and derivative strategies to construct and monitor portfolios.

Andrew Abel is a financial advisor at IntentGen Financial Partners in Naperville, IL, with four years of industry experience. He holds the Series 66 designation and has previously worked at firms including Purshe Kaplan Sterling Investments, Thrivent Investment Management, and J.P. Morgan Securities. IntentGen Financial Partners provides asset management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, pension and profit sharing plans, and corporate clients. The firm employs a multi-advisor team structure and utilizes a variety of investment methods, including modern portfolio theory, fundamental and technical analysis, and quantitative models, to build diversified portfolios.

Aldo Vultaggio is a CFA® charterholder with 18 years of industry experience. He has been with Capstone Financial Advisors Inc since 2016. Capstone Financial Advisors provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes asset-class allocation, cost control, and tax efficiency, employing a multi-year investment outlook with a range of strategies and access to private fund investments for qualified investors.

Jason Telford is a CFP® and CFA® with 14 years of industry experience. He has been with Capstone Financial Advisors, Inc. since 2004. Capstone Financial Advisors serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management along with financial planning, pension consulting, tax preparation, and access to private fund investments. Its investment approach emphasizes asset-class allocation, cost control, and tax positioning, utilizing mutual funds, ETFs, individual securities, and third-party sub-advisers under an Investment Committee’s oversight.

Cynthia Mittlestaedt is a CFP® with seven years of industry experience, currently serving as a financial advisor at Vertex Partners. Her prior roles include positions at Edward Jones, Aspire Planning Group, and Highpoint Planning Partners. Vertex Partners provides advisory services to a diverse client base, including individuals, trusts, estates, and retirement plans, offering financial planning, investment management, and consulting. The firm’s approach combines asset allocation, diversification, and behavioral finance principles, utilizing both active and passive strategies implemented through a range of investment vehicles and third-party platforms.

Stefny Heeley is a financial advisor at IntentGen Financial Partners and holds a Series 65 designation. She has been operating SLHeeley Tax Preparation Services, Inc. since 2005 and joined IntentGen in 2026. IntentGen Financial Partners provides asset management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, pension and profit sharing plans, and corporate clients. The firm manages approximately $756 million and employs a multi-advisor team approach utilizing a range of investment methods and strategies.

Julia Foran is a financial advisor at Stenger Family Office, LLC with five years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Calamos Investments, as well as served in the United States Senate. Stenger Family Office serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations, managing approximately $735 million. The firm offers tailored financial planning, portfolio management, wealth and family office services, and pension consulting, utilizing a combination of mutual funds, ETFs, individual securities, and independent managers overseen by an investment committee.

Andrew Grider is a CFA® charterholder with 18 years of industry experience. He has worked at Leelyn Smith, LLC since 2011 and has held roles at LPL Financial and National Planning Corporation. Grider is also involved with Leelyn Smith Tax, LLC, a firm providing tax preparation and accounting services. Leelyn Smith, LLC offers 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 portfolio allocations across a range of investment vehicles and utilizes various technology platforms and third-party managers in its advisory process.

Melissa Imbrogno is a CFP® with 15 years of industry experience, currently serving as a team leader and relationship manager at RAI Wealth. Her prior experience includes roles at Securities America Advisors and National Planning Corporation. She and her husband volunteer with Bridge Communities, mentoring a homeless family through a two-year transitional housing program. RAI Wealth provides investment advice and financial planning to a diverse client base, including individuals, families, trusts, and retirement plans. The firm combines third-party model portfolios and in-house management using modern portfolio theory and quantitative analysis to tailor strategies to client objectives and risk tolerances.

Gregory Benner is a financial advisor with Vertex Partners in Downers Grove, IL, holding CFP® and ChFC® designations and over 24 years of industry experience. His prior experience includes roles at Highpoint Advisor Group, LPL Financial, Chase Investment Services, and Banc One Securities. Benner is also involved in an accounting practice, Vertex Accounting Partners, LLC, which offers tax preparation and CPA services. Vertex Partners provides advisory services to individuals, trusts, estates, retirement plans, and charitable and corporate entities. The firm’s investment approach focuses on asset allocation, diversification, and behavioral finance, utilizing a combination of active and passive strategies across various investment vehicles and third-party platforms.

Martin Fogarty is a financial advisor with Total Clarity Wealth Management, Inc. He holds a Series 66 designation and has 23 years of industry experience. Prior to joining Total Clarity in 2024, he was with Capital Point Financial Group, Ltd. for seven years. In addition to his advisory work, he is the founder and practicing attorney at The Heartland Law Firm since 2000. Total Clarity Wealth Management serves individuals, trusts, estates, charitable organizations, corporate clients, and 401(k) plan sponsors, providing discretionary portfolio management, financial planning, and donor-advised fund support. The firm employs customized asset allocations, utilizes multiple managed account programs, and incorporates third-party model portfolios while offering specialized strategies for sophisticated investors.

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.