Thomas Shankland is a financial advisor with Harvest Investment Services, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes long tenures at ProEquities, Inc. and extensive involvement with multiple insurance companies dating back over four decades. He is also the owner of Shankland Financial Services, an estate and financial planning firm where he serves as a Certified Estate Planner and Chartered Financial Consultant. Harvest Investment Services, LLC offers discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, and other entities. The firm employs an actively managed tactical strategy and serves clients through a multi-advisor team structure across several offices.

Matthew De Stefano is a financial advisor with Capstone Financial Advisors Inc in Downers Grove, IL. He holds a Series 65 designation and has one year of industry experience. Prior to joining Capstone, he worked at Chicago Partners Investment Group and Grant Thornton, LLP. Capstone Financial Advisors provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s approach focuses on asset-class allocation, cost control, and tax efficiency, managing portfolios with a generally multi-year outlook and offering private fund investments to qualifying investors.

Megan Micek is a financial advisor at Vertex Partners with a Series 66 designation and three years of industry experience. She has worked at several firms including LPL Financial LLC and Professional Wealth Advisors. In addition to her advisory role, she provides administrative support to Vertex Partners. Vertex Partners offers advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm emphasizes tailored portfolios based on clients' risk tolerance, time horizon, and liquidity needs, utilizing a range of investment strategies and ongoing portfolio monitoring.

Randall Hughes is a financial advisor at Hunter Capital Management with 10 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Ballast Equity Management since 2016. Hunter Capital Management is an SEC-registered investment adviser managing approximately $1.09 billion in assets with a seven-advisor team. The firm serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and investment companies, providing discretionary portfolio management through sponsored pooled vehicles, private funds, and a registered mutual fund.

David Krist is a CFP® with 12 years of industry experience, currently serving as an advisor at Millington Financial Advisors, LLC since 2021. Prior to that, he worked for eight years at Vantage Financial Partners, Ltd. He holds a Series 65 license and is based in Naperville, IL. Millington Financial Advisors serves individual and high-net-worth clients, families, estates, corporations, trusts, and retirement plans by providing discretionary investment management alongside financial planning, pension consulting, and retirement-plan advisory services. The firm integrates tax planning and estate-planning facilitation into its offerings and conducts educational seminars on retirement, estate, and college planning.

Gregory Aagaard is a CFP® professional with 21 years of experience in financial advising. He is currently with RAI Wealth, where he serves as a Relationship Manager and Financial Advisor. His prior experience includes roles at Private Client Services, Securities America Advisors, Trust Company of Illinois, TC Wealth Partners, ELKHORN INVESTMENTS, and Guggenheim Investments. RAI Wealth provides investment advice and planning services to individuals, high-net-worth clients, families, trusts, estates, corporations, and small businesses. The firm employs risk-based proprietary model portfolios and applies modern portfolio theory along with quantitative and factor-based tools, often using third-party managers through the TownSquare platform.

Jeffrey Hansen is a CFP® professional with eight years of industry experience, currently serving at Capstone Financial Advisors Inc. He has worked at various firms including Wells Fargo Advisors, RubinBrown Advisors LLC, and Bank of America. Capstone Financial Advisors provides investment advisory and planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm emphasizes asset-class allocation, cost control, and tax efficiency in its investment approach, managing portfolios with a multi-year outlook using a mix of investment vehicles and offering private fund access to qualified investors.

Joseph Donavan is a financial advisor with Stenger Family Office, LLC in Naperville, IL. He holds a Series 65 designation and has one year of industry experience, including prior roles at U.S. Bank and Traffic & Parking Control Co. Stenger Family Office serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and other business entities, managing approximately $735 million. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, family office services, and pension consulting, using a tiered client segmentation and a combination of factor analysis, fundamental security analysis, and oversight by an investment committee.

Carter Millington is a financial advisor at Millington Financial Advisors, LLC in Naperville, IL. He holds a Series 65 designation and has one year of industry experience. Prior to his current role, he worked at Stadium Grill for three years. Millington Financial Advisors serves individual and high-net-worth clients, families, estates, corporations, trusts, and retirement plans by providing discretionary investment management alongside financial planning, pension consulting, and retirement-plan advisory services. The firm integrates tax planning and estate-planning facilitation into its offerings and uses a mix of equities, fixed income, mutual funds/ETFs, and alternative investments in its portfolio management.

Cole Schmitter is a financial advisor at Chicago Oakbrook Financial Group with a Series 65 designation and one year of industry experience. His prior work includes roles at State Farm and COFG Advisors, LLC, as well as his education at the University of Wisconsin Madison. Chicago Oakbrook Financial Group is a registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers customized wealth management, discretionary portfolio management, and comprehensive financial planning, employing a wide range of securities and strategies tailored to client objectives.

Kelly Mc Shane is a financial advisor at Chicory Wealth in Naperville, IL, holding a Series 65 designation. Mc Shane has been with Chicory Wealth since 2026 and has 13 years of experience operating Kamm Creative LLC, an entrepreneurial venture outside the financial advisory industry. Chicory Wealth provides financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm also offers tax preparation, estate planning assistance, business consulting, and model portfolio services to other registered investment advisers, employing a process that integrates fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics to construct diversified, long-term portfolios.

Jaxon Bennett is a financial advisor at Timothy Financial Counsel, Inc. with a Series 65 designation and under one year of industry experience. His prior roles include various positions at Wheaton College and local financial institutions. Timothy Financial Counsel, Inc. is a fee-only, hourly financial planning firm serving individuals, families, businesses, trusts, charities, and retirement plans. The firm provides project-based advice on a range of financial topics and emphasizes diversified investment exposure through no-load mutual funds and ETFs, asset allocation, and periodic rebalancing.

Tyler Jones is a CFA® charterholder with two years of industry experience. He currently serves as an advisor at RAI Wealth and previously worked at First Trust Portfolios and Wheaton College. RAI Wealth provides investment advice and financial planning to a diverse client base, including individuals, families, trusts, corporations, and retirement plans. The firm uses a combination of third-party model portfolios and in-house management, employing modern portfolio theory and quantitative analysis to tailor client strategies.

Michael Corbett is a financial advisor with Rothschild Wealth LLC, holding Series 65 and Series 66 licenses and bringing 16 years of industry experience. Prior to joining Rothschild Wealth in 2025, he worked at Perritt Capital Management, Inc. for 16 years. He is also president of the Perritt Funds, overseeing several microcap and low priced stock funds. 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 centers on asset-allocation models informed by quantitative analysis and client input, implementing portfolios through mutual funds, ETFs, equities, fixed-income securities, and sub-advisers.

Brian Peterson is a CFP® professional with two years of industry experience at Capstone Financial Advisors Inc, where he has been working since 2009. He is based in Downers Grove, IL. Capstone Financial Advisors serves individuals including high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm emphasizes asset-class allocation, cost control, and tax positioning, offering portfolio management, financial planning, pension consulting, and access to private fund investments under a multi-advisor team managing approximately $2.44 billion in assets.

Angeline Wozniak is a financial advisor at Chicago Oakbrook Financial Group with a Series 65 designation and one year of industry experience. Her prior roles include positions at Synergy One Landing, Inc., Guaranteed Rate, Nations Lending, and Midwest Lending. Chicago Oakbrook Financial Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering customized wealth management, discretionary portfolio management, and comprehensive financial planning. The firm constructs tailored portfolios using a broad range of securities and strategies, supported by an institutional relationship with Raymond James and a licensed insurance agency platform.

Joseph Davidson is a Series 66-licensed financial advisor with five years of industry experience, currently with Goldstone Financial Group, LLC since 2021. His prior experience includes roles at Thrivent Financial and various educational institutions. He is also a licensed insurance agent authorized to sell life and fixed annuity products. Goldstone Financial Group provides investment advisory and financial planning services to individuals and high-net-worth clients, utilizing a combination of fundamental, technical, and quantitative methods aligned with modern portfolio theory. The firm offers ongoing portfolio management, written investment policy statements, and employs tactical ETF models alongside alternative strategies within wrap-fee and transaction-based account options.

Michael Mathey is a financial advisor at IntentGen Financial Partners in Naperville, IL, with four years of industry experience. He holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments, Thrivent Investment Management, and the Thrivent Advisor Network. Mathey has experience assisting clients with financial plan maintenance and meeting preparation through his role as a Senior Planning Coordinator at Thrivent Advisor Network. IntentGen Financial Partners serves individuals, trusts, pension and profit sharing plans, and corporate clients, offering asset management, comprehensive financial planning, and retirement plan consulting. The firm employs a multi-advisor team approach and uses a variety of investment methods, including modern portfolio theory and third-party manager research, to construct diversified portfolios tailored to client needs.

Kristi Wano is a financial advisor with SAGE Private Wealth Group, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. Her prior roles include positions at Calamos Wealth Management LLC and BMO Harris Financial Advisors, Inc. SAGE Private Wealth Group is an SEC-registered advisory firm serving individuals, retirement plans, trusts, estates, and business entities. The firm offers wealth management and discretionary portfolio management through a client-specific process involving tailored asset allocation and ongoing portfolio monitoring.

Sharon Adams is a financial advisor at B.B. Graham & Company, Inc. with 43 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Crown Capital Securities, Lp and L.M. Kohn & Company. Outside of her advisory role, she owns and operates Fox Valley Financial Planning Inc. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm manages approximately $322 million and offers a range of services including asset management, financial planning, retirement plan consulting, and access to third-party portfolio programs.